Whalesbook
Kyun hui itni badi girawat?
Aaj subah jab market khula, toh BSE Sensex seedha 833.20 points neeche 74,404.79 par aa gaya. Wahi, NSE Nifty 50 bhi 234 points gir kar 23,401.70 par trade hone laga. Ye sab isliye hua kyuki duniya mein tensions badh rahi hain, khaas kar Middle East mein. U.S. President Donald Trump ne Iran ko lekar kuch warnings di hain, jisse lag raha hai ki oil supply mein problem aa sakti hai, especially Strait of Hormuz ke paas. Isi tension mein Brent crude oil $110 per barrel ke bhi upar chala gaya. !
Aur suno, is sab mein hamara apna Indian rupee bhi bahut kamzor ho gaya hai. Dollar ke muqable rupee 96.17 ke aas paas trade kar raha hai, jo ki ek naya record low hai. Isse import karna mehenga ho jata hai aur investors ka confidence bhi kam ho gaya.
Global Markets Bhi Red Mein
Bharta hua risk dekh kar sabhi Asian markets bhi gir rahe hain. South Korea ka Kospi 3% se zyada neeche hai, aur Japan ka Nikkei bhi 200 points se zyada gir gaya hai. India, jo bahut sara oil import karta hai, uske liye ye badhti hui oil prices ek badi problem hai. Isse import-export ka balance bigadta hai aur inflation bhi badh sakti hai. April 2026 mein inflation pehle se hi 3.48% thi, aur food inflation 4.20% thi. Ab oil ke rates badhne se ye aur badh sakta hai.
Foreign Investors Ki Chhutti?
Ek aur badi baat ye hai ki foreign investors India se paisa nikal rahe hain. Sirf May 2026 mein hi unhone ₹27,048 crore nikaale hain, aur saal bhar mein yeh ₹2.2 lakh crore ho gaya hai. Ye bhi market par pressure bana raha hai. Goldman Sachs ka kehna hai ki inflation risk ke karan RBI is saal 2 baar interest rates badha sakta hai.
Aage Kya Ho Sakta Hai?
Analysts ka kehna hai ki Nifty 23,800-24,000 ke level par resistance face kar raha hai, aur neeche 23,200-23,000 par support hai. Matlab, market abhi filhal volatile reh sakta hai. Siddhartha Khemka, Head of Research at Motilal Oswal Financial Services, ne bhi kaha hai ki high crude oil prices, weak rupee, aur FIIs ka outflow market ko pareshaan karega. Pharma stocks shayad thode safe reh sakte hain. RBI bhi situation par nazar rakhe hue hai aur inflation ko control karne ki koshish karega.