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💼 Despite largecap valuations turning fair, and even attractive in segments like financials, the market remains weak. 💼 India’s underperformance is striking, especially in the context of new records being set by S&P 500 and Nasdaq. 💼 News of Chinese authorities encouraging their top businessmen to invest is another headwind for India. 💼 Chinese stocks are cheap, with Hang Seng trading at a PE of 12.6, which may attract big inflows from FIIs. This could lead to continued FII selling in India. 💼 FIIs are likely to start buying again when the dollar depreciates and US bond yields decline. This shift in sentiment may take time. 💼 A strong fundamental factor that could turn FIIs into buyers is the indication of earnings recovery in India, likely in early FY 2026. 💼 High-frequency indicators might soon suggest a turnaround in growth and earnings. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

ACC Limited, which is a part of Adani Group, is a leading Indian cement and ready-mix concrete producer with 20 manufacturing sites and 99 concrete plants, serving customers through a nationwide network. For detailed research recommendations. Visit: https://tinyurl.com/2awj3hps#Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #ACCLimited #Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #ACCLimited

Granules India Ltd. (Inc.) is a vertically integrated, high growth pharmaceutical company headquartered in Hyderabad, India. The company manufactures Active Pharmaceutical Ingredients (API), Pharmaceutical Formulation Intermediates (PFI) and Finished Dosages (FD). For detailed research recommendations. Visit: https://tinyurl.com/2wnujmx4#Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #GranulesIndiaLtd #Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #GranulesIndiaLtd

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💼 The weakness in the market persists despite the mild recovery witnessed yesterday. 💼 The market construct doesn’t favour a rally. FIIs are likely to continue to sell. News flows are not positive. 💼 The US market continues to be strong and may attract more capital flows from other markets. 💼 A new development from Chinese authorities indicates a revised approach to the relationship between government and business. 💼 President Xi has emphasized the need for a “clean relationship” between government and business. 💼 This is seen as a favorable development for reviving the Chinese economy, which is struggling due to the fallout from the real estate crisis. 💼 If the Chinese government’s new initiatives attract positive responses from FIIs, it could spell more bad news for Indian markets. 💼 More money might flow into Chinese stocks through the Hang Seng exchange, where the PE is around 12 compared to India’s one-year forward PE of 18.5. 💼 Since largecaps in India are fairly valued, calibrated buying in this segment is possible. 💼 However, the current market construct doesn’t favor aggressive buying. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Geojit's Head Investment Strategist Gaurang Shah comprehensively analyses the present downward trend in the stock market, crude oil prices, the strength of rupee, FII selling, Q3 earnings, and the outlook for Q4. He shares his investment strategy for navigating this challenging market and his weekly stock picks. Plus, valuable insights for traders to maximize gains. 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 #beststockstobuynow #stockpicks #marketcorrection #defensestocks #stocks #crudeoil #rupee #fii #foreigninvestors #globalnews #investmentstrategy #tradingtips #belshareanalysis #bharatelectronics #ashokleyland #ashokleylandshareanalysis #automotive #stocks #gaurangshah #geojit #beststockstobuynow #stockpicks #marketcorrection #defensestocks #stocks #crudeoil #rupee #fii #foreigninvestors #globalnews #investmentstrategy #tradingtips #belshareanalysis #bharatelectronics #ashokleyland #ashokleylandshareanalysis #automotive

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Discover the high yielding dividend stocks for this month. This high-yield gem shows potential returns for investors. Have you invested in this pick? Share your thoughts! Let us know in the comments below #Investmentstrategy #geojit #invest #sensex #trading #stocks #sectors #investing #economy #stockmarket #stocks #flip #sharemarkettips #financialadvice #investment #dividenddelight #dividendyield #hindustanzinclimited #hindustanzinc #Investmentstrategy #geojit #invest #sensex #trading #stocks #sectors #investing #economy #stockmarket #flip #sharemarkettips #financialadvice #investment #dividenddelight #dividendyield #hindustanzinclimited #hindustanzinc

💼 The Indian stock market is underperforming this year, with Nifty delivering negative 3.4% returns compared to 4.19% in the S&P 500 and 11.7% in Europe. 💼 The broader market has seen even larger cuts—Midcaps are down 9.6% and Smallcaps down 22%—a clear reversion to mean from overvalued levels. 💼 The primary cause of this underperformance is the sharp slowdown in corporate earnings this year, with Q3 results showing only around 7% growth. 💼 Modest single-digit earnings growth doesn’t justify high valuations, leading to relentless FII selling that has hurt the market. 💼 The appreciating dollar further exacerbated the issue. 💼 Only signs of an earnings recovery and a declining dollar can reverse the weakening market trend. 💼 India’s macroeconomic fundamentals are strong, and growth and earnings recovery are on the horizon. 💼 US inflation is likely to rise due to Trump tariffs, prompting a hawkish Fed response, which could pull down US markets and the dollar. 💼 This reversal will eventually happen, but the timing remains uncertain. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets