Whalesbook
Toh scene ye hai ki Nifty 50 ne pichhle kuch dino mein lagbhag 0.7% ki tez leap li hai. Main reason? Q4 ke results ekdum zabardast aaye hain aur elections ke baad politics stable lag rahi hai. Yahi wajah hai ki Nifty Midcap 100 bhi records tod raha hai. Market mein ekdum broad strength dikh rahi hai.
Global Tension Ka Impact
Lekin boss, sab kuch itna smooth nahi chal raha. US aur Iran ke beech jo tension badh rahi hai, usse thoda dar lag raha hai. Agar oil prices badhi toh India ki economy ko impact ho sakta hai, kyuki hum crude oil import karte hain. Isi wajah se market thoda ruk-ruk kar chal raha hai. Nifty ke liye support level 23,850-23,800 ke aas-paas hai, aur resistance 24,450-24,500 par hai. Dekhte hain ye tensions kaise settle hoti hain.
Governance Issues On Radar
Ab baat karte hain companies ke andar ki. Kuch badi companies mein corporate governance ko lekar sawaal uth rahe hain. Ek agency hai, jiska naam hai IiAS (Institutional Investor Advisory Services), woh kuch director appointments ko check kar rahi hai. Jaise Asahi India Glass mein ek bande ko appoint kiya gaya hai jo promoter company se hai, toh conflict of interest ka doubt hai. DCM Shriram International mein ek director bahut lambe time se post par hain. Aur Hatsun Agro Product mein toh ek bahut hi young nominee hai director ke liye, jisko lekar IiAS ko lagta hai ki shayad profile match nahi kar raha. Ye sab dekh kar investors thoda cautious ho sakte hain.
Retail Investors Still Active
Par ek achhi baat ye hai ki hamare retail investors abhi bhi market mein full active hain. Mutual funds mein paise daal rahe hain. Average holding ab lagbhag ₹1.94 lakh ho gayi hai (November 2025 tak ka data hai), jo saal ki shuruat mein ₹1.88 lakh thi. Bade shahron mein yeh ₹2.8 lakh hai, aur chote shahron mein ₹1.07 lakh. SIPs bhi mast chal rahe hain, matlab log dip mein khareedne ko taiyaar hain. Ye domestic buying, foreign investors ke exit karne par bhi market ko sambhalne mein help karti hai.
Future Outlook
Toh overall, market mein rally toh hai, par ye thoda fragile ho sakta hai. Geopolitical tensions ek bade risk hain, aur agar governance standards mein gadbad hui toh investors ka bharosa toot sakta hai. Midcap mein jo tezi hai, woh bhi thoda 'overheating' ka signal de rahi hai, matlab correction ka risk hai. Analysts ka kehna hai ki Nifty 23,850 se 24,500 ke beech mein hi rahega, jab tak koi bada move na ho. Companies jo acha kaam kar rahi hain aur jinki governance sahi hai, woh better perform kar sakti hain. Par external shocks se bach kar rehna hoga.