Whalesbook
Global Pressure Ne Maari Indian Market Par Double Chot
Aaj jab market khuli na, toh bhaag daud mach gayi! Indian stocks seedha neeche girne lage, aur iske peeche do bade reasons hain jo duniya bhar mein chal rahe hain.
Oil Prices Ka Dhamaka Aur Fed Ka 'No Change'
Sabse pehla toh yeh crude oil ka mamla. Brent crude ab $120 ke aas paas chal raha hai. Middle East mein jo tensions chal rahi hain na, uski wajah se supply ki chinta badh gayi hai. Jab tel mehnga hota hai, toh import karne wale deshon par bojh badh jata hai.
Aur upar se, US Federal Reserve ne apne interest rates ko 3.5%–3.75% ke beech hi rakha hai. Matlab, unki focus abhi bhi inflation control karne par hai. Iska matlab hai ki globally paisa abhi bhi tight hi rahega, aur emerging markets jaise India mein paisa aana thoda mushkil ho sakta hai.
Rupee Ki Kamzori Aur Sector Wise Giraavat
Is sab ka seedha asar apne rupee par bhi dikha. Dollar ke saamne apna rupee 95 ke level par pahunch gaya hai, jo lagbhag ek mahine ka sabse low hai. Goldman Sachs toh bol raha hai ki yeh ₹95 tak ja sakta hai ek saal mein.
Market ke saare sectors mein girawat aayi. Haan, Bajaj Finance ne apna Q4 result acche se nikala hai, unka profit 22.2% badh kar ₹5,553 crore ho gaya aur unke assets under management ₹5.09 lakh crore se upar aa gaye. Lekin itna achha result bhi overall market ko sambhal nahi paya.
FIIs ne bhi lagbhag $8 billion se zyada ka paisa March tak nikal liya tha. Analysts ka kehna hai ki market filhaal sideways reh sakta hai aur sab log ab geopolitical news aur inflation data par nazar rakhenge.