India US Trade Deal: Market Mein Khushi Ki Lehar
Socho, India aur United States ne ek mast trade deal finalize ki hai aur iska asar seedha hamare stock market par dikh raha hai. US ne India ke products par jo pehle 50% tak ka tariff lagaya tha, usko kam kar ke seedha 18% kar diya hai. Aur haan, India bhi US se $500 billion se bhi zyada ka maal kharidne wala hai, jisme energy aur technology sab include hai. Is deal se Indian exports ko ekdum boost milega aur China jaise competitors ke saamne humari position strong hogi.
Is sab ka faayda ye hua ki announcement wale din hi BSE Sensex 5% se zyada aur Nifty 4.99% upar bhaag gaye. InterGlobe Aviation (IndiGo) aur Reliance Industries jaise bade players ke shares bhi badhe.
Aviation Sector Ka Mixed Picture
Overall, Indian aviation sector toh grow kar raha hai, expected hai ki USD 14.78 billion se USD 28.96 billion tak pahunchega 2031 tak. Low-cost carriers market par raj kar rahe hain.
Lekin har company ki apni alag kahani hai. IndiGo, jiske paas market ka 62% share hai, uska market cap ₹1.8 lakh crore hai aur investors ka bharosa bhi tagda hai. Wahi, Air India ne FY25 mein ₹9,568.4 crore ka loss report kiya hai, aur FY26 mein ye loss ₹15,000 crore cross kar sakta hai.
SpiceJet: Mushkil Mein Fansi Company
Ab aate hain SpiceJet par. Bhai, inka toh alag hi drama chal raha hai. June 2025 quarter mein ₹234 crore ka net loss aur September 2025 quarter mein ₹633.80 crore ka loss! Inki net sales toh FY20 se FY24 ke beech 42.7% gir gayi hai.
Pahle inke paas 90 planes the, ab sirf 28 active hain Q2 FY25 tak. Passenger numbers bhi kaafi kam ho gaye hain. Analysts bhi zyada confident nahi hain, keh rahe hain ki stock ko 'Hold' karo, aur long-term investment ke liye fundamentals 'Poor' hain.
Pichhle ek saal mein stock 53.82% neeche gir gaya hai, aur market cap bhi sirf ₹3,500 crore ke aas paas hai. Ye trade deal direct toh SpiceJet ki problems solve nahi karegi, jaise ki debt aur operational issues. Unko apni internal problems solve karni hongi. Tabhi baat banegi.