Dekho, world markets ka scene abhi thoda gadbad hai. Amreeka mein Wall Street ne tezi se girawat dikhayi. Dow Jones 821 points, S&P 71 points, aur Nasdaq 258 points neeche aaye hain. Iska main reason hai AI ka badhta hua dar aur Supreme Court ke kuch recent decisions. Waise, Asia mein situation thodi alag hai. Hong Kong jaise markets toh 3 saal ke high par pahunch gaye hain. Supreme Court ne tariffs ko cancel kiya, par abhi bhi trade policy ko lekar uncertainty hai.
Ab India ki baat karein toh, GIFT Nifty neeche trade kar raha hai, iska matlab aaj market thoda slow start de sakta hai. Pichhle din Nifty 25,700 level ke upar 25,713 par band hua tha, aur Sensex bhi 83,294 ke aas-paas tha. Sabse solid news hai paison ke flow ki. Foreign Institutional Investors (FIIs) ne pichhle din ₹3,843 crore ki kharidari ki hai, jo do din se bechne ke baad ek bada change hai. Isse unki monthly net position bhi positive ho gayi hai. Lekin, hamare apne Domestic Institutional Investors (DIIs) ne ₹1,292 crore ka maal becha hai.
Valuation wise, Indian market historical averages ke kareeb hi chal raha hai. Sensex ka P/E lagbhag 22.9 hai aur Nifty 50 ka 22.5. Lekin IT sector ke liye challenges badh rahe hain. AI tools coding aur customer support jaise kaam automate kar sakte hain, is dar se Nifty IT index apne peak se lagbhag 30% gir chuka hai. Infosys aur TCS jaise stocks par bhi iska impact dikh raha hai.
Jo risks hain, unme sabse bada AI ka future impact hai IT sector ke traditional business model par. Kya Indian IT companies adapt kar paengi? Yeh sawal hai. Dusra, US ki trade policy ki uncertainty bhi bani hui hai. Aur DIIs ka lagataar bechna bhi thoda bearish signal de raha hai.
Analysts ka overall view 2026 ke liye cautiously optimistic hai. Kuch log Sensex ko 90,000 se 107,000 tak dekh rahe hain. Abhi sabki nazar global cues aur AI ke evolving impact par rahegi. IT stocks mein hui girawat ko kuch log buying opportunity maante hain. U.S. administration ke decisions market ko definitely move kar sakte hain.