Whalesbook
US-Iran Peace Hopes Spark Global Rally!
Global markets ne Thursday, May 7, 2026 ko kamaal kar diya! US aur Iran ke beech peace deal ki khabar ne poore world ke investors ka mood change kar diya hai. Isse geopolitical risks kam lag rahe hain aur commodity prices bhi ab stable ho gaye hain.
Markets Ka Dhamaka
US markets ne Wednesday ko record high banaya, jahan S&P 500 1.46% badh kar 7,365.12 par pahunch gaya aur Nasdaq Composite 2.02% gain kar ke 25,838.94 par close hua. Asia mein bhi rally dikhi, Japan ka Nikkei 225 4% se zyada jump kar ke record 62,000 par pahunch gaya.
Oil, Gold Aur Silver Ka Kya Scene Hai?
Pehle toh oil prices giri thi, par ab stable ho gayi hain. Brent crude $102.11 aur WTI futures $96.23 ke aas paas trade kar rahe hain. Gold prices 1.59% badh kar Rs 1,52,450 per 10 grams for 24-carat purity ho gayi hain. Silver bhi 3.84% tezi dikha kar Rs 2.53 lakh per kilogram par pahunch gaya hai. Experts ka kehna hai ki gold late 2026 tak $6,000-$6,300 tak ja sakta hai, aur silver $85 se $100 ke beech trade kar sakta hai.
India Mein Thodi Chinta
Lekin India ka scenario thoda alag hai. GIFT Nifty futures 52 points neeche 24,465 par trade kar rahe the, jo ek quiet opening ka ishara de rahe hain. Asal baat ye hai ki foreign investors (FIIs) ne ₹4,882.15 crore ke shares bech diye May 6, 2026 ko. Yeh tab hua jab domestic institutional investors (DIIs) ne ₹5,934.38 crore ke shares khareede. Isse lagta hai ki foreign players ko abhi India mein thoda sankoch hai.
Valuations Aur Sectors Mein Kya Chal Raha Hai?
Nifty 50 ka P/E ratio 21.2 hai, jo 10-year average ke kareeb hai, aur BSE Sensex ka PE ratio 21.520 hai. Matlab market bahut zyada overvalued nahi lag raha. Sectors ki baat karein toh, transport stocks 6.34% upar gaye, shayad cheap oil ki wajah se. Lekin electric equipment sector 1.56% neeche gira. Business groups mein, Indiabulls Group market cap 5.94% badha, jabki Ambani Group 1.5% neeche gaya.
Aage Kya Dekhna Hai?
Aise peace deal hone ke bawajood, isko implement karne mein difficulties aa sakti hain. Aur US Federal Reserve rates high rakhne ke mood mein hai, jisse gold aur silver jaise assets par pressure aa sakta hai. India ke liye, FIIs aur DIIs ke paison ka flow dekhte rehna bahut zaruri hoga.