Geojit Financial Services Ltd

💼 The market is facing headwinds from relentless FII selling and global uncertainties relating to Trump tariffs. 💼 The sharp surge in Chinese stocks is another near-term headwind. 💼 The ‘Sell India, Buy China’ trade may continue for some time since Chinese stocks continue to be attractive. 💼 The sharp spike in CBOE VIX indicates that volatility will continue for some time. 💼 In the US, long-term inflation expectations are rising, and therefore, the expected rate cut by the Fed is unlikely to materialize. 💼 The Fed might even turn hawkish, impacting US stock markets. 💼 If this happens and the US bond yields start declining, FIIs may cease to be sellers in India and may even resume buying. 💼 The near-term scenario is highly uncertain. 💼 The positive factor in our market is that the valuations of largecaps have turned fair, and in certain segments like financials, attractive—giving opportunities for long-term investors to buy. 💼 Even though the broader market valuations continue to be high, there are opportunities in select stocks in this segment. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

KEI Industries Ltd (KEI) is a leading manufacturer of cables and wires. It was established as a partnership firm in 1968 and incorporated as a public limited company in 1992. For detailed research recommendations. Visit: https://tinyurl.com/4z3eakba#Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #KEIIndustriesLtd #Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #KEIIndustriesLtd

Triveni Turbine Ltd (TTL) is the domestic market leader in steam turbines up to 30 MW. The company designs and manufactures steam turbines up to 100 MW, and delivers robust, reliable, and efficient end-to-end solutions. For detailed research recommendations. Visit: https://tinyurl.com/3bewkwsx#Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #TriveniTurbineLtd #Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #TriveniTurbineLtd

Brookfield India REIT, managing 7 Grade-A assets across Delhi, Mumbai, Gurugram, Noida, and Kolkata. The Brookfield India REIT portfolio consists of 26msf of total leasable area, comprising 21msf of operating area. For detailed research recommendations. Visit: https://tinyurl.com/yhywxeye#Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #BrookfieldIndiaREIT #Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #BrookfieldIndiaREIT

💼 Trump’s tariff threats are leading to negative market reactions in potential target sectors like autos and pharmaceuticals. 💼 In contrast, investors are looking for opportunities in domestic consumption plays that will not be impacted by tariff threats. 💼 This trend is likely to be short-term since Trump’s strategy is to threaten with tariffs and then negotiate for tariff reductions on US exports. 💼 Higher tariffs on US imports are inflationary, which could invite hawkish comments from the Fed, negatively impacting the US stock market. Trump is likely using the interim period to negotiate with trading partners. 💼 FII selling in India is expected to continue, particularly with renewed interest in cheap and recovering Chinese stocks. 💼 The selling pressure on largecaps will persist, presenting a long-term opportunity for investors. 💼 Select midcaps, especially in the defence sector, which have corrected and are now fairly valued, may see buying interest as they are not subject to heavy FII selling. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Bajaj Finance Ltd (BFL) is a leading non-banking financial company (NBFC) in India. It lends to retail, small and medium enterprises and commercial customers and accepts public and corporate deposits. For detailed research recommendations. Visit: https://tinyurl.com/4ctafzmr#Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #BajajFinanceLtd #Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #BajajFinanceLtd

💼 Trump’s tariff talks continue to impact markets. 💼 Trump’s declarations yesterday that the US will impose 25% tariffs on automobiles, semiconductors, and pharmaceuticals have impacted India’s pharma stocks since India’s leading pharma companies are major exporters to the US. 💼 If implemented in early April as Trump declared, these tariffs will impact the US as well through shortages and higher prices. 💼 It appears that Trump’s intention is to negotiate and extract concessions before tariffs are imposed. It remains to be seen how this will pan out. 💼 On a positive note, the RBI has indicated a growth recovery in H2 FY25. This bodes well for growth and earnings recovery in FY26. 💼 The market is expected to start responding positively to high-frequency data indicating a recovery. 💼 Additionally, beaten-down midcaps like defence stocks are witnessing some buying. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Discover the high-yielding dividend stock for this month. This high-yield gem shows potential returns for investors. Have you invested in this pick? Share your thoughts! Let us know in the comments below. #Investmentstrategy #geojit #invest #sensex #trading #stocks #sectors #investing #economy #stockmarket #stocks #flip #sharemarkettips #financialadvice #investment #dividenddelight #dividendyield #indianoilcorpltd #Investmentstrategy #geojit #invest #sensex #trading #stocks #sectors #investing #economy #stockmarket #flip #sharemarkettips #financialadvice #investment #dividenddelight #dividendyield #indianoilcorpltd

💼 Despite largecap valuations turning fair, and even attractive in segments like financials, the market remains weak. 💼 India’s underperformance is striking, especially in the context of new records being set by S&P 500 and Nasdaq. 💼 News of Chinese authorities encouraging their top businessmen to invest is another headwind for India. 💼 Chinese stocks are cheap, with Hang Seng trading at a PE of 12.6, which may attract big inflows from FIIs. This could lead to continued FII selling in India. 💼 FIIs are likely to start buying again when the dollar depreciates and US bond yields decline. This shift in sentiment may take time. 💼 A strong fundamental factor that could turn FIIs into buyers is the indication of earnings recovery in India, likely in early FY 2026. 💼 High-frequency indicators might soon suggest a turnaround in growth and earnings. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets