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💼 With the ceasefire between Israel and Iran, global markets have shifted to a risk-on mode, reflecting improving sentiment. However, since the reciprocal tariff issue is still unresolved, a sustained rally may face some hurdles. 💼 The near-term market focus will revolve around developments leading to July 9th, when the 90-day pause on reciprocal tariffs ends. 💼 Positive news on a potential India-US trade deal would act as a powerful catalyst for the Indian markets. 💼 On the flip side, any disappointment on this front may temporarily limit the rally, keeping the market range-bound. 💼 FIIs may look to book profits, considering that Indian valuations are stretched at over 22x FY26 earnings, compared to the more attractive 15x for Chinese stocks (Hang Seng). This valuation gap may briefly revive the ‘Sell India, Buy China’ strategy among some FIIs. 💼 However, strong DII liquidity, driven by robust SIP and retail inflows, will absorb any FII selling pressure with ease. This strong domestic demand for equities will continue to impart stability and resilience to the market, keeping it well-supported on dips. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

An open-ended fund of funds scheme investing in units of Arbitrage Mutual fund and Debt oriented mutual fund schemes. To Know More: https://shorturl.at/iFS2kApply for this NFO through the FundsGenie platform: https://fundsgenie.inDisclaimer: 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 #MiraeAssetMutualFund #nfo #newfundoffer #equity #mutualfund #geojit #growth #investment #stockmarket #trading #investing #equityscheme #stock #GeojitNFOs #MiraeAssetMutualFund

💼 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. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

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💼 The dramatic developments in West Asia culminating in President Trump’s announcement of a ceasefire indicate that the worst of the conflict is behind us. 💼 The sharp reactions in crude oil and stock markets signal that geopolitical tensions are easing, and stability is returning. 💼 Nifty, which has been consolidating in the 24,500–25,000 range, is now set to decisively break out on the upside. 💼 Sustaining higher levels, however, will depend on progress in trade negotiations, particularly with the reciprocal tariff pause ending on July 9th. 💼 Positive developments on the trade front could act as the next major trigger for the market. 💼 Sectors such as paints, adhesives, tyres, and OMCs will benefit from the sharp fall in crude prices. On the flip side, ONGC and Oil India may come under pressure due to declining oil prices. 💼 Investors may now focus on reasonably valued domestic cyclicals like financials, aviation, telecom, and capital goods, which offer better safety and growth visibility. 💼 The improving macros and receding geopolitical risks provide an encouraging backdrop for calibrated accumulation in quality stocks. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

With crude oil hitting a 5-month high amid the escalating US-Iran-Israel conflict and rising tensions in the Strait of Hormuz, investors worldwide are increasingly worried. According to Geojit's Head Investment Strategist, Gaurang Shah, Indian markets could stabilize faster. He points out where smart investors should look now. In this latest Geojit Spotlight video, watch his expert market analysis and investment strategy for Banking, Finance, Capital Goods, Defence, Cement, Telecom, and FMCG. Plus, his two stock suggestions. 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. #geojit #gaurangshah #geojitspotlight #stockmarket #marketanalysis #marketoutlook #investmentstrategy #globalmarkets #stockpicks #indianeconomy #investing #financialmarkets #sensex #nifty #economicnews #sectoranalysis #bankingstocks #wealthcreationstrategies #longterminvesting #portfoliomanagement #geojit #gaurangshah #geojitspotlight #stockmarket #marketanalysis #marketoutlook #investmentstrategy #globalmarkets #stockpicks #indianeconomy #investing #financialmarkets #sensex #nifty #economicnews #sectoranalysis #bankingstocks #wealthcreationstrategies #longterminvesting #portfoliomanagement

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Looking for Investment ideas backed by research? 🔍 Let Geojit Ideas guide you with expert-backed insights. Research Report: Dabur India Ltd.: https://bit.ly/3STNC5sFor detailed disclosure click here: http://geojit.com/gil/disclaimer#geojit #geojitideas #stockmarketindia #stockpick #daburindia #investmentideas #equityresearch #stockrecommendations #longterminvesting #fundamentalanalysis #wealthcreation #indianstockmarket #stockmarkettips #smartinvesting #geojit #geojitideas #stockmarketindia #stockpick #daburindia #investmentideas #equityresearch #stockrecommendations #longterminvesting #fundamentalanalysis #wealthcreation #indianstockmarket #stockmarkettips #smartinvesting

💼 Even though the US bombing of Iran’s three nuclear facilities has worsened the crisis in West Asia, the impact on the market is likely to be limited. 💼 The uncertain factor now is the timing and nature of the Iranian response. 💼 If Iran targets and damages the US defence facilities in the region or hurts US military personnel seriously, the US response can be huge and this might further worsen the crisis. 💼 But the market assessment is that there are limits to what Iran can do against the US and Israel. 💼 That’s why the early market responses – crude prices, US futures, and the absence of panic in Asian markets – have been muted. 💼 Even though the possibility of the closure of Hormuz Strait is a threat, it is important to understand that this has always been only a threat and the Strait had never been closed. 💼 The fact is that the closure of Hormuz Strait will harm Iran and Iran’s friend China more than anyone else. 💼 The market construct continues to favour a ‘buy on dips’ strategy. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets