Geojit Financial Services Ltd

💼 The market drifted down continuously during the last six trading days pulling the Nifty below the 24800 level, which was a support zone. Technically the market continues to be weak, but it has reached oversold levels and, therefore, a short-term bounce back is likely any time. However, if any rally is to sustain the market needs positive news particularly on the trade deal with the US. Therefore, the market focus will be on that. 💼 The monetary policy expected on October 1st is unlikely to surprise. The present growth-inflation dynamics do not warrant a rate cut. Therefore, the RBI is likely to hold rates while sending a dovish message to support the growth momentum in the economy. 💼 The weakness in the broader market is likely to sustain given the valuations which continue to remain elevated. Investors can slowly accumulate largecaps in automobiles, banking, telecom, capital goods and cement. Weakness in pharmaceuticals is an opportunity to buy into the segment since India’s generic exports will not be impacted by Trump’s tariffs on patented and branded medicines. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Pace Digitek Limited is a multi-disciplinary solutions provider with a primary focus on the telecom infrastructure industry. Business Verticals as Telecom: Product manufacturing of passive telecom equipment, O&M services for telecom towers and annual maintenance of OFC and ancillary services, Turnkey projects, including erection of telecom towers and development of OFC networks. Apply for IPOs with ease through Geojit's e-IPO platform: https://www.geojit.com/eipo#PaceDigitekLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs #PaceDigitekLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs

💼 President Trump’s tantrums with tariffs are resuming with new tariff imposts on patented and branded drugs. India being an exporter of generic drugs is unlikely to be impacted by this. But perhaps the president’s next target can be the generic drugs. This decision may have a sentimental impact on pharmaceutical stocks. 💼 Trump is now moving from country-specific tariffs to product-specific tariffs. Higher tariffs on trucks, upholstered furniture etc. indicates that the Trump administration’s weaponisation of tariffs may continue till US inflation spikes forcing a rethink of this policy. 💼 The sustained FII selling may keep the market under pressure. Investors can utilise dips to slowly accumulate high quality stocks, particularly those that are driven by domestic consumption. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Trualt Bioenergy Limited, incorporated in 2021, is engaged in the production of biofuels, with a primary focus on the ethanol sector. It is one of the largest Ethanol producer in India based on installed capacity of 2,000 kilo litres per day (KLPD). Apply for IPOs with ease through Geojit's e-IPO platform: https://www.geojit.com/eipo#TrualtBioenergyLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs #TrualtBioenergyLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs

💼 In the absence of immediate triggers, the market has been slowly drifting down. 💼 Auto stocks have been bullish, partly discounting the potential earnings growth of the industry. 💼 The significant drag on the market throughout this year has been the sustained selling by FIIs. 💼 The FII strategy of selling in India and buying in other markets has paid rich dividends, as evidenced by the huge underperformance of the Indian market vis-à-vis others. 💼 While Nifty is down 3.6% YoY, Hang Seng is up 38.6% and Kospi is up 33.73%. This huge underperformance and the high valuations in India have emboldened FIIs to continue selling. 💼 The reforms being implemented in India, along with the low interest rate regime, have the potential to push economic and corporate earnings growth higher. This should eventually bring FIIs back to the Indian market — but the timing of a sustained return remains uncertain. 💼 For investors, this is the right time to accumulate high-quality stocks. Patience is the key. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Gaurang Shah, Head Investment Strategist at Geojit, offers an in‑depth analysis of what’s moving the Indian stock market: from the effects of the H1B visa hike on IT stocks and the rollout of GST 2.0, to how a bountiful monsoon season is bolstering sentiment. Drawing upon these macro‑trends, he identifies shifting opportunities for sectors likely to benefit. Watch the full video to hear his two high‑conviction stock ideas you’ll want to include in your portfolio. To know more on Smartfolios: https://smartfolios.geojit.comTo know more on Partner Program: https://partner.geojit.comTo invest in Mutual Funds: https://fundsgenie.in/#/loginTo read our Insightful Articles: https://blog.geojit.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 #geojitspotlight #stockmarket #marketimpact #marketoutlook #stockmarketindia #stockrecommendations #gst #indiagdp #indianeconomy #marketanalysis #investment #sharemarket #modi #gaurangshah #geojit #geojitspotlight #stockmarket #marketimpact #marketoutlook #stockmarketindia #stockrecommendations #gst #indiagdp #indianeconomy #marketanalysis #investment #sharemarket #modi

💼 A concern in the market globally is the high asset prices — be it stocks, gold, silver, or bitcoins. This concern was articulated by Fed chief Jerome Powell yesterday in his speech at Rhode Island. 💼 Powell reiterated the risks to inflation and employment, signalling that Fed policy ahead will be challenging. 💼 In India, even though the Nifty is ~4% down from the September 2024 peak, valuations remain above long-term averages. These valuations will become justifiable when earnings growth picks up, hopefully in FY27. However, valuations in the smallcap segment remain elevated with potential for further correction. 💼 Investors should give emphasis to valuations and growth potential while investing on market declines. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 The major drag on the market since the September 2024 peak is the sustained FII selling, driven by high valuations in India and more attractive valuations abroad. 💼 FIIs sold equity worth ₹1,21,210 crores in 2024 and, so far this year, have sold ₹1,79,200 crores through the exchanges. 💼 The valuation gap has enabled FIIs to shift money to other markets and profit from it. 💼 The scenario will change when India’s corporate earnings start improving. 💼 Festival season demand, with reports of a sharp spike in automobile bookings, could mark the beginning of this earnings uptrend. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Jaro Institute of Technology Management and Research Limited (Jaro Education) is an online higher education company. The company has pan-India presence of over 22 offices-cum-learning centres across major cities for offline learning, apart from 15 immersive tech studio set-ups in the campuses of various IIMs, Jaro Education cater to a total of 34 Partner Institutions, as of March 31, 2024. Apply for IPOs with ease through Geojit's e-IPO platform: https://www.geojit.com/eipo#JaroInstituteOfTechnologyManagementandResearchLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs #JaroInstituteOfTechnologyManagementandResearchLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs