💼 A significant feature of the recent market trend has been its remarkable resilience, even amid major challenges like the West Asian crisis.
💼 The market’s ability to stay steady during events like the India-Pak conflict further highlights this underlying strength.
💼 A key driver of this resilience has been FII buying during periods of uncertainty, showcasing their confidence in India’s economic fundamentals.
💼 Interestingly, FIIs have tended to book profits after the crisis subsides, as seen in their selling activity yesterday. On the other hand, DIIs continue to be strong buyers, supported by robust and consistent inflows into mutual funds.
💼 This strong domestic liquidity will continue to impart resilience to the market, even when FIIs turn cautious due to valuation concerns.
💼 The latest remarks from Fed chief Jerome Powell suggest that while rate cuts may happen later this year, the risks from tariff-related inflation persist for now.
💼 The primary challenge for investors is to identify stocks that offer the right balance between growth and value, given that growth stocks remain richly valued.
💼 For long-term investors, segments like the capital market, domestic consumption (aviation, telecom), and premium consumption sectors like hotels, automobiles, and jewellery offer attractive opportunities for steady growth.
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Posted on : 25 Jun 2025 9:52 AM