Whalesbook
Arre bhai, ye jo crude oil prices neeche giri na, uska seedha fayda Indian markets ko mila. Brent crude $100 ke niche aa gaya, jo ki India jaise bade oil importer ke liye kaafi accha hai. Isse inflation control mein rehta hai aur trade balance bhi sudharta hai. Bas yahi nahi, Asian markets jaise South Korea aur Japan bhi positive the, jisse pura market ekdum bullish ho gaya. Banking, cement aur ports jaise sectors ne bhi tagdi tezi dikhai.
Magar yahan ek interesting twist hai! Jab market badh raha tha, tab Foreign Institutional Investors (FIIs) ne maal bechna band nahi kiya. Kal, March 24 ko, unhone ₹8,009.56 Crore ke shares bech diye. Par tension nahi, kyunki hamare Domestic Institutional Investors (DIIs) ne support kiya aur ₹5,867.15 Crore ki buying ki. Ye dikhata hai ki FIIs thoda cautious hain.
Aur ek sector jo thoda pichhad gaya woh hai Tech. Tech Mahindra aur Infosys jaise bade IT stocks mein giraavat aayi. Infosys jiska P/E ratio 18 ke aas paas hai, us par analysts ka kehna hai ki 'Hold' karo aur revenue mein bhi thoda pressure dikh raha hai. Tech Mahindra ka P/E 29 hai, uske valuation aur price trend ko lekar analysts ke mix views hain. Global IT spending mein AI ki wajah se growth ki baat hai, par memory prices aur competition bhi challenge create kar rahe hain.
Analysts ka kehna hai ki tech stocks mein thoda upside ho sakta hai, jaise Infosys mein 30-35% tak ka potential upside dikh raha hai, par filhaal sab thoda caution mein hain. Tech Mahindra par bhi mix reviews hain. Aage market kaafi had tak West Asia mein kya hota hai, DIIs kitna support karte hain, aur tech companies global challenges ko kaise handle karti hain, is par depend karega.