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💼 With the mother market US setting new record highs, the global equity market mood remains highly positive. 💼 West Asian geopolitics is no longer seen as a threat to the global economy or markets, boosting overall sentiment. 💼 The strong macros of the Indian economy are attracting increasing fund flows into Indian equities, reinforcing market resilience. 💼 The sustained weakness in the dollar (Dollar Index now at 96.81) significantly reduces the likelihood of heavy FII selling and may even encourage further FII buying despite high valuations. 💼 Looking ahead, the market’s direction will largely be shaped by developments on the tariff front, with a potential India-US trade deal acting as a strong positive catalyst. 💼 If the trade deal materializes, it will fuel further upside, but disappointment on this front could temporarily weigh on sentiment. 💼 The key concern remains the weak earnings growth, with no clear signs yet of a strong recovery. 💼 Auto stocks will be in focus today as they react to the latest auto sales numbers, which could provide sector-specific triggers. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

With Middle East tensions easing, Brent crude steady at $67, and the volatility index cooling off, the market sentiment is turning favorable. Taking into account these factors, Gaurang Shah, Head Investment Strategist at Geojit, shares a positive outlook on the Indian stock market despite global uncertainties. 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 #geojitspotlight #stockmarket #marketanalysis #marketoutlook #investmentstrategy #globalmarkets #stockpicks #tradingtips #q1earnings #buyondips #investmentadvice #financialtips #equitymarket #stockmarketindia #indianstocks #investinindia #longterminvesting #sharemarketindia #indianeconomy #gaurangshah #geojit #geojitspotlight #stockmarket #marketanalysis #marketoutlook #investmentstrategy #globalmarkets #stockpicks #tradingtips #q1earnings #buyondips #investmentadvice #financialtips #equitymarket #stockmarketindia #indianstocks #investinindia #longterminvesting #sharemarketindia #indianeconomy

💼 With the S&P 500 and Nasdaq hitting new record highs and most other global markets in bullish mode, the overall market construct remains positive. 💼 The decline in geopolitical tensions in West Asia, along with the sharp pullback of Brent crude to $67, has created a favourable backdrop for equities. Additionally, encouraging reports of progress on the trade front, including potential trade deals between the US and China, and with other major partners, are further boosting sentiment. 💼 In India, largecaps like HDFC Bank, ICICI Bank, Reliance Industries, and L&T have been the key drivers of the rally, thanks to strong institutional accumulation. 💼 The persistent weakness in the dollar index continues to favour FII inflows, while robust retail participation is powering consistent flows into domestic funds. It is wise to remain invested in this strong bull market, but caution is advised when making fresh investments at current elevated valuations. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 A significant feature of the ongoing bull market, which began after the Covid crash (Nifty 7511 on March 23, 2020), is its remarkable ability to climb all walls of worries. 💼 High inflation, aggressive monetary tightening, multiple geopolitical conflicts, and even unprecedented tariff threats have posed challenges, but the bull market has powered through them all. It now appears that the rally is unlikely to be impacted by the approaching July 9th tariff deadline imposed by President Trump. 💼 Encouraging news that this deadline is likely to be extended is a clear positive for the market. 💼 Another significant positive is the sustained weakness in the dollar, with the dollar index falling to around 97, boosting sentiment for emerging markets like India. This explains the massive FII inflow of ₹12,594 crores yesterday, which is a huge number even after adjusting for bulk deals. This robust FII buying has lifted largecaps like HDFC Bank, ICICI Bank, Bharti Airtel, Reliance Industries, and Bajaj Finance, driving the sharp rally in benchmark indices. 💼 The market momentum remains strong, and while some profit booking may happen in the near term, the broader trend remains resilient and bullish. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 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

💼 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