Geojit Financial Services Ltd

💼 Sentiments have turned for the better with news of an India-US trade deal getting finalised soon and the exit polls indicating a decisive victory for the NDA in Bihar. 💼 This will strengthen the bulls but is not good enough for the markets to stage a decisive breakout and sustained rally. 💼 Going by the present trends, FIIs are likely to sell again at higher levels. 💼 So long as the AI trade continues a sustained reversal of FII money appears unlikely. 💼 From the fundamental perspective, there is room for optimism since GDP growth is robust and earnings growth for FY27 appears bright. 💼 Financials, consumption and defence stocks have the potential to lead the next leg of the rally. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Tenneco Clean Air India Limited is a subsidiary of Tenneco Inc., a global leader in designing and manufacturing clean air and powertrain products for automotive applications. The company operates within the Clean Air division, focusing on emission control technologies for both light and commercial vehicles. Apply for IPOs with ease through Geojit's e-IPO platform: https://www.geojit.com/eipo#TennecoCleanAirIndiaLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs #TennecoCleanAirIndiaLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs

💼 The AI trade which was weak last week has again bounced back with 2.2% gain in Nasdaq. 💼 While there is concern that the return from AI stocks will take much longer-than-expected presently, it is a fact that there is no bubble yet in AI stocks, particularly when compared to the Tech bubble which crashed in 2000. 💼 In March 2000 Nasdaq PE was above 70 and many tech stocks were trading above 150 PE. 💼 Now Nasdaq is trading at 32 PE and the valuations of AI stocks range from 28 to 51. 💼 Therefore, the AI trade may continue for some more time, and so long as this trade persists, FIIs, particularly hedge funds, may continue to sell in India.This will weigh on Indian markets. 💼 Investors have to give priority to valuations and safety now. 💼 While Nvidia, the most valuable company in the world, is trading at 51 times earnings, Indian retail investors are investing in IPOs priced at 230 times earnings.These are dangerous, unhealthy trends. Time for caution. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

An open-ended equity scheme following Rural and allied theme To Know More: https://tinyurl.com/45xvny3kApply for this NFO through Geojit Mutual Fund App: http://linktr.ee/geojitfundsgenieFor detailed disclosure click here: https://geojit.com/gfsl/disclaimerDisclaimer: Mutual Fund Investments are subject to market risks, read all Scheme related documents carefully. This post is not a recommendation to buy or sell the funds or stocks mentioned herein. This post and its contents should be read along with the adjoining and/or related documents, if any. This is purely for information purposes. Investors are requested to consult with their Financial Advisors before making any investment decisions. #nfo #newfundoffer #equity #mutualfund #geojit #growth #investment #stockmarket #trading #investing #equityscheme #stock #geojitNFOs #kotakruralopportunitiesfund #nfo #newfundoffer #equity #mutualfund #geojit #growth #investment #stockmarket #trading #investing #equityscheme #stock #geojitNFOs #kotakruralopportunitiesfund

Pine Labs is a leading Indian merchant commerce platform that provides point-of-sale (POS) solutions, payment processing, and merchant financing services. Pine Labs empowers businesses of all sizes-from small retailers to large enterprises-with digital payment technologies and value-added services. Apply for IPOs with ease through Geojit's e-IPO platform: https://www.geojit.com/eipo#PineLabsLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs #PineLabsLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs

💼 The dominant trend in global trade this year has been the AI trade, which has pushed up AI stock valuations to elevated valuations, though not yet in bubble territory. 💼 The strong earnings growth in US has been a fundamental support to this AI trade. 💼 Countries regarded as AI winners like China, South Korea and Taiwan also have benefited from this AI rally. 💼 Now, there are signs of this AI trade losing steam as evidenced by the 3 % decline in Nasdaq last week. This is a healthy trend. 💼 If this trend persists without high volatility, that would make the US market healthy, preempting a bubble formation and its eventual burst. 💼 Investors have to watch how this trend plays out. 💼 This emerging trend, it is persists, would be particularly favourable for the Indian market which didn’t participate in the AI trade. 💼 FIIs, particularly the hedge funds, who have been consistently selling in India and taking money out for playing the AI trade, are now likely to pause and slowly reverse the AI trade in favour for non-AI trade in countries like India. 💼 Fortunately, the earnings growth currently happening in India and expected to gather momentum, going forward, can provide the fundamental support for a rally. 💼 Watch out for the leading names in banking and finance, telecom, capital goods, defence and automobiles. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Emmvee Photovoltaic Power Limited is an integrated solar PV module and cell manufacturer. As of May 31, 2025, the company has a solar PV module capacity of 7.80 GW and a solar cell capacity of 2.94 GW. Apply for IPOs with ease through Geojit's e-IPO platform: https://www.geojit.com/eipo#EmmveePhotovoltaicPowerLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs #EmmveePhotovoltaicPowerLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs

An open-ended equity scheme following Rural and allied theme To Know More: https://tinyurl.com/45xvny3kApply for this NFO through Geojit Mutual Fund App and start your SIP: linktr.ee/geojitfundsgenie For detailed disclosure click here: https://geojit.com/gfsl/disclaimerDisclaimer: Mutual Fund Investments are subject to market risks, read all Scheme related documents carefully. This post is not a recommendation to buy or sell the funds or stocks mentioned herein. This post and its contents should be read along with the adjoining and/or related documents, if any. This is purely for information purposes. Investors are requested to consult with their Financial Advisors before making any investment decisions. #nfo #newfundoffer #equity #mutualfund #geojit #growth #investment #stockmarket #trading #investing #equityscheme #stock #geojitNFOs #kotakruralopportunitiesfund #nfo #newfundoffer #equity #mutualfund #geojit #growth #investment #stockmarket #trading #investing #equityscheme #stock #geojitNFOs #kotakruralopportunitiesfund

Physicswallah is an edtech company offering test preparation courses for various competitive examinations like JEE, NEET, UPSC, etc. and upskilling courses like Data science and analytics, banking and finance, software development, etc. Apply for IPOs with ease through Geojit's e-IPO platform: https://www.geojit.com/eipo#PhysicswallahLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs #PhysicswallahLtd #IPOAnnouncement #IPOalert #EconomicGrowth #Investmentstrategy #geojit #invest #stocks #GeojitIPOs