Geojit Financial Services Ltd

💼 Sustained FII buying for the 13th day in a row, supported by a weak dollar, has imparted resilience and support to the market despite the India-Pak tensions. This resilience is further reinforced by tailwinds in the form of soft crude, declining inflation, and the RBI’s cheap money policy of rate cuts and abundant liquidity injection. 💼 These tailwinds have the potential to facilitate high GDP growth and improving corporate earnings in FY26. And the market is likely to discount this by moving to new highs. But the uncertainty regarding the India-Pak tensions will keep the market range-bound in the near term. 💼 Large cap IT has bottomed out. 💼 Large cap private sector banking stocks will remain resilient despite the recent run-up. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

In this exclusive market outlook, Gaurang Shah, Head Investment Strategist at Geojit, analyzes key factors likely to impact the Indian stock market this week. Investors are closely watching India's response and possible retaliation to the Pahalgam terror attack. In the market, crude oil prices are falling, the Indian Rupee is gaining strength, and fund flows remain steady from both domestic institutional investors (DIIs) and foreign institutional investors (FIIs). How will this affect investments? With corporate earnings reports being released and positive expectations for the banking and financial sector, Gaurang Shah suggests it might be time to take a closer look at your portfolio. He also shares two stock picks. Don't miss this video, which covers market strategy, sector outlooks, and investment ideas. For more about Global Investments: https://www.geojitifsc.com/Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing. Past performance does not guarantee future returns. We do not offer any product which gives guaranteed returns. The information is only for consumption by the client and such material should not be redistributed. #gaurangshah #geojit #marketoutlook #pahalgamattack #indiapakistantensions #crudeoilprices #rupeestrength #fii #dii #earningsseason #bankingstocks #financesector #sbi #mandmfinance #geojitInvestmentstrategist #indianstockmarket #geopoliticaltensions #stockmarkettoday #stockmarket #investmentstrategy #gaurangshah #geojit #marketoutlook #pahalgamattack #indiapakistantensions #crudeoilprices #rupeestrength #fii #dii #earningsseason #bankingstocks #financesector #sbi #mandmfinance #geojitInvestmentstrategist #indianstockmarket #geopoliticaltensions #stockmarkettoday #stockmarket #investmentstrategy

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💼 The reversal in FII strategy in India from selling to buying continued for the week ending 2nd May. 💼 During the first three months of 2025, FIIs have been big sellers through the exchanges. Cumulatively, FIIs sold equity for ₹1,29,680 crores during this 3-month period. 💼 During the last 12 trading days, FIIs have been sustained buyers in the cash market, having bought equities for ₹40,145 crores cumulatively. This is a major pivot in FII strategy, and this will impart resilience to the market. 💼 The concern now is India’s retaliatory action to the terrorist strike and its fallout. This concern will restrict the FII-led rally. 💼 The steep decline in the Dollar Index from 111 on 11th January to 99 recently continues to be a strong tailwind for the market. 💼 The outperformance of the largecaps over the broader market is a healthy trend that is playing out now. This trend can sustain. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 After the sharp market correction triggered by Trump’s reciprocal tariffs and the Pahalgam terror strikes, April has closed with above 4% gains in Nifty. This surprising resilience of the market has been primarily driven by the sustained FII buying for eleven trading days in a row, taking the cumulative FII buying for this period to ₹37,375 crores. 💼 FII buying has been driven by weakness in the dollar and declining growth prospects in the US. Other macros like declining interest rates in India, decline in the crude price, and green shoots of pick-up in demand are positives for the market. 💼 The high probability of India, among the five ‘allies’ of the US, entering into early trade deals with the US is also a significant positive factor. However, at the current juncture of high valuations (Nifty trading at above 20 times estimated FY26 earnings) and high India-Pak tensions, the near-term risk-reward is not in favour of high reward. Therefore, investors can play it safe by increasing the cash component in the portfolio even while remaining invested. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Every dream, every milestone, every progress story — it all begins with hard work. 💪 Today, we celebrate the dedication and resilience that shape our world. 🔥🌍 Happy Labour Day! 🎉🙌 #MayDay #LabourDay #HardWorkPaysOff #GeojitCares #Geojit #GeojitForYou #FinancialFreedom #InvestmentMatters #MarketsAndWorkers #StrengthInUnity #GeojitInvestment #WealthForAll #InvestWithGeojit #MayDay #LabourDay #HardWorkPaysOff #GeojitCares #Geojit #GeojitForYou #FinancialFreedom #InvestmentMatters #MarketsAndWorkers #StrengthInUnity #GeojitInvestment #WealthForAll #InvestWithGeojit

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💼 The surprising resilience of the market is significant. After the reciprocal tariff tantrums and the heightened tensions between India and Pakistan, Nifty is up 5% in April. This underscores the importance of not panicking during a crisis. It is important to remain invested. 💼 The crucial support to the market is coming from the sustained FII inflows, which have touched a cumulative figure of ₹37,325 crores in the last 10 trading sessions. 💼 The weakness of the dollar and India’s economic resilience are supporting this FII’s India trade. This can continue. However, investors should exercise caution. 💼 Since markets have rewarded patience and many stocks have appreciated handsomely, investors can do partial profit booking and increase the cash component in their portfolio. This strategy should be as a measure of abundant caution. 💼 There are unknown unknowns in the market now. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 The Sensex did a Vaibhav Suryavanshi yesterday with a 1005-point spectacular rally amidst the heightened tensions at the border. 💼 What message is the market sending? The market has discounted, as everyone else has, that there will be an appropriate response from India to the terrorist attacks, but the market hopes that tensions will not lead to a war which can have very bad consequences. 💼 The strong pillar of support for the market now is the sustained FII buying for nine days in a row for a cumulative amount of ₹34,940 crores. 💼 India’s potential relative outperformance compared to other large economies can support the FII inflows and impart resilience to the market. 💼 The US Treasury Secretary Scott Bessent’s remark yesterday that “I would guess that India would be one of the first trade deals we would sign” is a big positive for India. However, investors should exercise caution in the near term in the context of the high uncertainty regarding the fallout from the border tensions. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets