💼 After the 14 percent pull back from the March lows the market is struggling to find direction. It appears that the sustained FII buying which played the important role in this rally has run out of steam.
💼 The big FII selling on 20th and 22nd of this month indicates that the FIIs may again turn sellers if the global environment turns unfavourable.
💼 There are some global concerns arising out of the sharp rise in bond yields in US and Japan. Particularly the sharp spike in US bond yields with the 30-year yield touching 5.14% and the 10-year yield at 4.52% reflect concerns surrounding the US debt levels and its fall out on global financial markets. It remains to be seen how this pans out.
💼 The silver lining from the market perspective is India’s strong macros particularly the resilient growth and declining inflation and interest rates. Even when the market turns weak, domestic demand driven segments like financials, telecom, aviation etc are resilient and this is reflected in the strength in the stock prices of the big boys in these segments like ICICI Bank, Bharti Airtel and Interglobe Aviation. This message from the market is important.
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Posted on : 23 May 2025 9:27 AM
