Whalesbook
Peace Ki Khabar Se Market Mein Aag
Hua yeh ki US President Donald Trump ne ishara diya ki West Asia ka jhagda do hafte mein khatam ho sakta hai. Bas, yeh sunte hi market mein toofani tezi aa gayi. BSE Sensex 1,187 points uchhla aur Nifty 348 points upar gaya, matlab 1.65% aur 1.56% ka jump! Poore 24 out of 25 sectors green mein band hue. Ekdum se ₹9.60 lakh crore jama ho gaye investors ki jeb mein, aur pichhle do din ka loss bhi cover ho gaya.
Foreigners Bechte Rahe, DIIs Ne Sambhala
Sabse interesting baat yeh hai ki jab market bhag raha tha, tab bhi Foreign Institutional Investors (FIIs) maal bechte rahe. Unhone ₹8,331 crore ka sell-off kiya. Lekin hamare Domestic Institutional Investors (DIIs) ne full support kiya aur ₹7,172 crore khareed liye.
Experts Kya Bol Rahe Hain?
Ab experts ka kehna hai ki long term mein market accha dikh raha hai, but thoda sambhal ke chalne ki zaroorat hai. Shripal Shah jaise log bol rahe hain ki bade investment se pehle peace ki confirmation ka wait karo. Kuch analyst ko lagta hai ki valuations abhi bhi thode mehange hain, jaise Nifty 20 times trailing earnings pe hai. Par, yeh bhi bol rahe hain ki FY27 mein earnings growth 17% ho sakti hai aur Nifty 29,120 tak ja sakta hai.
Challenges Bhi Hain Bro
Par sab kuch itna hi aasan nahi hai. FIIs ne March 2026 mein record selling ki hai, ₹1.11 lakh crore ka maal bahar bech diya! Aur Indian Rupee bhi gir raha hai, ab 93.6860 per dollar chal raha hai. Upar se crude oil prices bhi high hain, jisse inflation badhne ka risk hai.
Future Outlook: Cautiously Optimistic
Toh overall, mood cautiously optimistic hai. DIIs ka support hai aur PSU Banks ne toh FY26 mein bhi achha perform kiya hai. Dekhte hain aage kya hota hai, par domestic demand pakka support karegi.