Asian markets mein aaj acchi raunak dikh rahi hai. MSCI Asia-Pacific index **1.5%** badh gaya hai, jiska main reason US companies ke shandaar results hain. Halanki, oil prices aur currency volatility abhi bhi investors ke liye tension ka source bane hue hain.
Earnings ka jadoo
Asian stock markets aaj full recovery mode mein dikh rahe hain. MSCI Asia-Pacific index mein 1.5% ka uchhal aaya hai. Is tezi ke peeche sabse bada haath US companies ka hai. Data ke hisaab se, S&P 500 ki 86% companies ne ummeed se behtar numbers dikhaye hain. Isse investors mein confidence wapas aa gaya hai ki companies high interest rates ke baad bhi apna profit margin maintain kar sakti hain.
Earnings season kyun hai important?
Ye earnings season bata raha hai ki badi companies inflation aur mehnge loans (interest rates) se kaise nipat rahi hain. Jab companies consistently estimates beat karti hain, toh market mein positive sentiment banta hai, jisne pichle hafte ki girawat ko rokne mein madad ki hai.
Lekin khatra abhi tala nahi hai!
Investors khush toh hain, par macro factors ko nazar-andaz nahi kiya ja sakta. Sabse bada risk hai oil prices. Brent crude $110 per barrel ke paas pahunch gaya hai, jo Asian economies ke liye kisi tax se kam nahi hai. Oil mehenga hone se inflation badhti hai aur central banks ko interest rates high rakhne padte hain.
US Fed aur currency ka game
Market ab October 28 ki US Federal Reserve meeting par tiki hai. Umeed hai ki Fed rates ko hold karega, jo emerging markets ke liye achha hai. Waise, Rupiah aur Yen mein volatility investors ko thoda darr mein zaroor rakh rahi hai. Aage dekhna hoga ki ye tezi kitni tikti hai aur oil prices ka kya asar padta hai.