💼 News of India becoming the fourth largest economy in the world would be a near-term morale boost for the market.
💼 RBI’s bumper dividend payment to the government exceeding the budget estimates will help contain the fiscal deficit target for FY26 at 4.4%. This, in turn, can sustain the low inflation and declining interest rate trend which will continue to support the equity market.
💼 FII inflows which have been strong in early May have turned erratic recently indicating potential selling at higher levels. It appears that the good news regarding tariffs is behind us.
💼 Trump’s comments regarding tariffs on the EU and the 25% tariff threat to Apple if they don’t manufacture iPhones in the US suggest that bad news impacting the market can suddenly come from the US President any time.
💼 A significant feature of the Q4 results season is the outperformance of the midcaps which has helped reduce the high valuations of the segment
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Posted on : 26 May 2025 10:37 AM
