Whalesbook
Kya chal raha hai market mein?
Toh hua yun ki United Arab Emirates (UAE) ne OPEC se bahar nikalne ka surprising decision le liya. Is khabar se market mein khushi ki lehar daud gayi, kyunki sabko umeed hai ki oil supply badhegi aur crude oil prices kam honge. Yeh India jaise desh ke liye bahut achhi baat hai jahan tel bahar se mangwana padta hai. Lekin haan, Brent crude abhi bhi $114 per barrel ke aaspaas hai aur domestic futures ₹9,800 ke upar bhaag rahe hain. Duniya jahaan ke issues, jaise US-Iran conflict aur Strait of Hormuz mein tension, abhi bhi market mein uncertainty bana rahe hain.
Konse sectors chamke, konse gire?
Aaj market mein lagbhag sabhi sectors mein gains dikhe. FMCG sector sabse aage raha, 1.7 percent tak badha. Uske baad Realty sector bhi 1.3 percent upar gaya, aur Auto aur IT sectors bhi kareeb 1 percent baddhe. ITC, Reliance Industries, Maruti Suzuki, aur Tech Mahindra jaise bade stocks ne indices ko kaafi support diya. Doosri taraf, Media sector lagbhag 0.6 percent neeche aaya, aur PSU Banks, Financials, aur Consumer Durables mein bhi thodi bechwali hui. IndiGo aur Dr. Reddy's jaise stocks piche reh gaye.
Results aur Economy ke numbers
Company results ne bhi market ka mood sudhara. Bandhan Bank ne Q4 mein apna net profit 68 percent badha kar ₹534 crore kar liya hai, asset quality behtar hone ki wajah se. Maruti aur other auto majors ke results ne domestic demand par bharosa aur pakka kiya. Results ka silsila abhi jaari hai, kal Bajaj Finserv, HUL, Adani Enterprises, aur NSDL ke results aane wale hain. Economy ki taraf se bhi achhi khabar hai, March mein India ka Industrial Production index 4.1 percent badha, aur capital goods output mein to 14.6 percent ki zabardast tezi dikhi. Yeh show karta hai ki log investment karna chahte hain. Sarkar urea import kam karne ke liye ek nayi policy bhi bana rahi hai.
Rupee ka bura haal
Apna Indian Rupee aaj bahut tez gira, 30 paise kamzor hokar 94.8 ke record low ke kareeb close hua. Iski wajah hai foreign investors ka paisa nikalna, mehenga crude oil aur dollars ki maang jo importers kar rahe hain. RBI filhal side mein khadi dekh rahi hai. Dealers ko lagta hai ki USDINR 94.10 aur 95.15 ke beech trade karega, aur dollar aur strong ho sakta hai.
Duniya bhar ki nazar
Sab investors badi besabri se US Federal Reserve ka interest rate decision aur Fed Chair Jerome Powell ki press conference ka wait kar rahe hain. Isse global paisa aur market ka mood change ho sakta hai. Ashish Singhal, Co-founder of CoinSwitch kehte hain ki agar rates stable rahe toh policy clear ho jati hai. Ajit Mishra of Religare Broking ne kaha ki market US Fed meeting par reaction dega, aur mehenga crude, paisa nikalna aur kamzor rupee upar jaane se rok rahe hain. Nifty ke liye, agar woh 24,400 ke upar clear close karta hai toh 24,600–24,800 tak ja sakta hai. Agar 23,950 ke aaspaas neeche girta hai toh 23,600 tak ja sakta hai.