Posts

|| शनिवार संवाद || 13-12-2025

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 Market Update 📰: - 🇮🇳 Indian Market: Dalal street ended the week on a mixed note as the RBI’s 25 bps rate cut lifted sentiment initially 😊, but global risk-off cues and profit booking later capped gains. With the repo rate now at 5.25%, inflation for FY26 revised slightly lower to 4.8% and GDP growth steady at 7.2%, focus shifts to Nifty’s key levels. According to experts, If it sustains above 26,000, a move towards 26,200–26,300 is possible 🚀, while the 25,900–25,800 zone is likely to provide near-term support. - 🌍 Global Market: US markets ended the week on a mixed note as investors gradually shifted money away from technology stocks into other sectors 🔄. This rotation was driven by rising concerns around an AI bubble after updates from Broadcom and Oracle, which, along with higher US Treasury yields 📈, kept pressure on equities. Yields climbed further after some Federal Reserve officials, who opposed the recent rate cut, cautioned that inflation remains too high, reinfo...

|| शनिवार संवाद || 06-12-2025

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 Market Update 📰: - 🇮🇳 Indian Market: Dalal Street ended the week on a positive yet cautious note as the RBI’s 25 bps rate cut to 5.25% boosted sentiment and supported rate-sensitive sectors 📉📈. This upbeat mood strengthened further with inflation for FY26 sharply revised to 2% and GDP growth raised to 7.3% 📊🇮🇳. Together with this improving outlook, the Rupee also recovered to ₹89.9 from its record low of ₹90.56/USD, helped by RBI’s stance and profit-booking in USD positions. - 🌍 Global Market: US stocks ended the week with small gains as fresh economic data boosted 📈 expectations of a Fed rate cut next week. Bond yields 📝 also fell globally, supporting the growing 89% probability of a December cut. With momentum building, investors now shift focus to next week’s updates 🗞, all leading toward Wednesday’s Fed meeting, where another 0.25% rate cut is widely expected.

|| शनिवार संवाद || 29-11-2025

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 Market Update 📰: - 🇮🇳 Indian Market: Dalal street ended the week on a mixed note as global uncertainty kept volatility elevated. This caution grew with slowing Eurozone growth and muted signals from the U.S. Fed 📉. As a result, cyclical sectors continued to struggle due to weak global demand, and Metals along with Consumer Durables also moved lower, despite metals seeing some support from Chinese stimulus hopes 🔧. At the same time, IT managed to gain on steady U.S. tech demand, while FMCG remained soft because of rising input costs. - 🌍 Global Market: Global uncertainty continued as weak PMI data from Europe and mixed U.S. inflation signals kept sentiment cautious. Despite this, U.S. markets posted modest gains, supported by strength in the tech sector 💻. At the same time, Brent crude stayed below key levels and headed for a fourth monthly decline due to rising oversupply concerns 🛢️. Meanwhile, Gold ✨ traded near a two-week high and looked set for a fourth monthly gain in...

|| शनिवार संवाद || 22-11-2025

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 Market Update 📰: - 🇮🇳 Indian Market: Indian equity markets ended the week on a positive note✨, even as volatility remained high and Friday saw a sharp pullback due to mixed global cues, domestic factors like the Bihar election outcome 🗳️, and profit-booking. At the same time, the INR hit a new low of ₹89.41 against the USD 💱, pressured by fading Fed rate-cut hopes and uncertainty surrounding the India-US trade deal. - 🌍 Global Market: U.S. stocks had a mixed week, with the Dow, Nasdaq, and S&P 500 slipping mildly amid hawkish Federal Reserve comments, concerns over AI spending, and stretched valuations 🤖. Asian markets also mirrored Wall Street’s weakness, pressured by soft economic data from China 🇨🇳, shifting trade dynamics in Japan 🇯🇵, and the impact of Japanese stimulus and inflation trends.

|| शनिवार संवाद || 15-11-2025

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 Market Update 📰: - 🇮🇳 Indian Market: Dalal Street wrapped up the week on a strong and positive note 📈. Sentiment improved on the back of robust domestic earnings, Moody’s upbeat growth outlook 🌟, and the NDA’s landslide victory in the Bihar state elections 🗳️. Experts noted that markets had mostly priced in the Bihar outcome, and are now shifting focus toward the upcoming RBI Monetary Policy Committee meeting and next month’s Federal Reserve FOMC announcement. - 🌍 Global Market: Wall Street ended the week on a mixed note as investors weighed anticipation for Nvidia’s upcoming results 🤖 against growing doubts over a December Fed rate cut. Persistent inflation, partly linked to President Trump’s global tariffs and stretched valuations in leading AI stocks have added to the caution. As a result, expectations for a 25-basis-point cut have slipped 📉 below 50%, down from 67% last week, reflecting a more guarded market sentiment.

|| शनिवार संवाद || 08-11-2025

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 Market Update 📰: - 🇮🇳 Indian Market: Indices closed the week on a cautious note after a volatile start, as weak global cues and persistent FII outflows kept investors on edge. Profit-booking through the mid-week added pressure 🔻, but a late rebound in financials and metals helped limit losses. Meanwhile, the rupee weakened near 88.66 per USD 💱 amid global dollar strength, and Brent Crude slipped to $65.77 per barrel 🛢️ on soft demand and rising geopolitical tensions. - 🌍 Global Market: Major Indices ended the week mixed as easing inflation lifted sentiment, but concerns over slowing growth kept investors cautious. Wall Street closed lower 📉 after a turbulent week marked by economic worries, the longest-ever US government shutdown, and stretched tech valuations weighing on risk appetite. Meanwhile, European markets traded steady ahead of key data releases 🇪🇺, while in Asia, weak factory output offset gains in chip and AI-linked stocks.

|| शनिवार संवाद || 01-11-2025

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 Market Update 📰: - 🇮🇳 Indian Market: Equity markets ended the week on a muted note after a volatile session 📉, as investors weighed mixed global cues and corporate earnings. Benchmark indices moved within a narrow range, reflecting cautious sentiment. On the sectoral front, IT and Pharma stocks 💻💊 led the gains, supported by strong Q2 results and defensive positioning. Meanwhile, Auto stocks showed mild weakness 🚗 as festive season demand normalized. - 🌍 Global Market: Markets remained cautious as investors digested mixed cues from the US, where indices ended on a muted note ahead of key macro data and the much-awaited Fed commentary 💬. Adding to the uncertainty, Federal Reserve Bank of Atlanta President Raphael Bostic remarked that a December rate cut was not a done deal despite rising market expectations. Echoing a similar tone of restraint, Cleveland Fed President Beth Hammack revealed she had opposed ❌ Wednesday’s rate cut, emphasizing that inflation levels still rema...