Geojit Financial Services Ltd

💼 The August series starts on a weak note after the 3.1% dip in Nifty in July. 💼 In the near-term the market will be influenced by the tariff-related news. 💼 Since the date of implementation of the modified tariff rates is August 7th, that gives countries time to negotiate and bring the tariffs down. That may happen. 💼 Yesterday’s market action indicates that the market views the 25% tariff as a short-term issue. 💼 The rate is likely to come down after the next round of negotiations beginning this month. 💼 An important trend in the market is the weakness in the broader market, particularly the smallcaps. This trend is likely to continue given the high valuations of the segment. 💼 Sustained selling by the FIIs continues to be a negative. 💼 The sharp surge in the dollar index to 100 will nudge the FIIs to continue selling putting pressure on largecaps too. 💼 Investors can adopt a wait and watch strategy. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

An open-ended equity scheme following momentum theme. To Know More: https://tinyurl.com/4vzuu7kwApply 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 #KotakActiveMomentumFund #nfo #newfundoffer #equity #mutualfund #geojit #growth #investment #stockmarket #trading #investing #equityscheme #stock #GeojitNFOs #KotakActiveMomentumFund

💼 The 25% tariff on India plus an unspecified penalty for energy and defence-related purchases from Russia is very bad news for Indian exports and thereby on the growth prospects of the Indian economy in the short run. 💼 Since trade negotiations with India are continuing, perhaps, the 25% tariff may come down eventually. But certainly, there is a short-term hit to Indian exports and GDP growth. This short-term hit will reflect in the stock market, too, in the short-term. 💼 From the investor perspective, it is important to understand that the 25% tariff will come down after the negotiations which start in mid-August. 💼 The 25% tariff imposed on India is far higher than the rates reached in trade deals with other countries. This is the typical Trumpian strategy to get better deals from India in other areas and finally settle at a tariff rate around 20% or less. 💼 Nifty is unlikely to go below the support level of 24,500. 💼 Investors can buy the dip focusing on domestic consumption themes, particularly segments like leading private sector banking names, telecom, capital goods, cement, hotels and select autos which have done well in Q1. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets