Whalesbook
Duniya bhar ke markets ka mood kaisa hai?
Aaj Asian markets mein ek positive start mila hai, sabse bada reason hai Middle East mein US aur Iran ke beech chal rahe tensions ke kam hone ki ummeed. GIFT Nifty ne bhi ek strong open ka ishara diya hai. Lekin ye sab dekhte hue bhi, US markets kal thode conservative the, jahan S&P 500, Nasdaq Composite, aur Dow Jones Industrial Average sab neeche band hue, haalaanki tensions kam hone ke signs mil rahe the.
Asia mein rally, US mein caution – Kyun?
Asia ke markets mein rally dikh rahi hai kyunki investors ko lagta hai ki US aur Iran ke beech diplomacy se baat ban sakti hai. Japan ka Nikkei 225 0.52% aur South Korea ka Kospi 1.58% badha. GIFT Nifty futures bhi 80 points upar the. Iske contrast mein, US markets ne pehle ki tensions ko react kiya tha, jis wajah se oil prices ekdum badh gaye the.
India market ko DIIs ka support!
India mein toh DIIs ne kamaal kar diya! Unhone ₹2,742.88 Crore ke shares kharide hain. Isi wajah se FIIs yaani Foreign Institutional Investors ke ₹937.75 Crore ki selling ke baad bhi market sambhal gaya. Is saal April mein hi FIIs ne lagbhag ₹39,224.10 Crore nikaal liye hain, jo dikhata hai ki foreign investors filhal thoda cautious hain.
Commodities ka kya scene hai?
Commodities mein mila-jula response raha. Gold prices India mein 0.45% gire hain, despite geopolitical risks. Iska reason hai strong US dollar aur rising US Treasury yields, jo gold jaisi non-yielding assets ko kam attractive banate hain. Silver prices bhi 2.12% neeche aaye hain. Lekin silver ko long-term industrial demand, jaise solar energy aur EVs se, support kar rahi hai.
Sectors mein bhi alag-alag performance
Kal ke din Paints and Pigments sector sabse aage raha, 1.9% badha, uske baad Electric Equipment aur PSU Bank stocks bhi chalte dikhe. Aquaculture sector peeche reh gaya. Kuch analysts ka kehna hai ki large-cap stocks medium-to-long term ke liye acche hain, haalaanki recently mid aur small caps bhi kaafi bhage hain.
Risk abhi bhi hai?
Haan, sab theek lag raha hai, par risk abhi bhi hai. US-Iran diplomacy nazuk hai, agar kuch gadbad hui toh tensions phir badh sakte hain aur oil prices phir upar ja sakte hain. Inflation aur high interest rates bhi economy ko slow kar sakte hain. Aur agar FIIs ne paisa nikalna continue rakha toh Indian stocks par pressure aa sakta hai.
Analysts kya keh rahe hain?
Analysts keh rahe hain ki market mein thoda upar-neeche ho sakta hai, par Sensex sideways se thoda bullish rah sakta hai. Market ka direction US-Iran talks, inflation data aur central banks ke decisions par depend karega. Silver jaisi commodities ko demand ki wajah se structural support milta rahega.