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Showing posts from August, 2025

|| शनिवार संवाद || 23-08-2025

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 Market Update 📰: - 🇮🇳 Indian Market: The domestic market began the week on a strong note 📈, fueled by optimism around GST rationalization and S&P sovereign rating upgrade that lifted investor confidence. However, the momentum faded toward the end of the week as profit booking and external headwinds weighed on sentiment, while a spike in the 10-year government bond yield sparked concerns about fiscal stability amid GST reforms. Looking ahead 👀, the focus will be on key data releases, including India’s GDP and U.S. growth and inflation numbers. - 🌍 Global Market: U.S. equity markets ended this week in green 📊, supported by Fed Chair Jerome Powell’s Jackson Hole remarks hinting at a possible rate cut in September, though he highlighted the importance of upcoming jobs and inflation data. Investors welcomed the signal 🎉, but one cut alone may not lift consumer spending, leaving the key question whether this is a true policy shift or if rising tariffs will force the Fed to p...

|| शनिवार संवाद || 16-08-2025

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 Market Update 📰: - 🇮🇳 Indian Market: Last week, equity markets broke their 6-week losing streak 📊, ending flat but with a slight positive tone. The USD-INR traded in a narrow range, while FIIs stayed net sellers and DIIs remained steady buyers. The big highlight 💡 was S&P Global upgrading India’s sovereign rating to BBB from BBB- on August 14, 2025, reflecting confidence that stable policies and strong infrastructure investment will boost India’s long-term growth 🚀. - 🌍 Global Market: Global equity markets performed well last week 📈, supported by positive economic data that raised hopes the US Fed may cut interest rates in September. The UK economy also showed signs of recovery with GDP up 0.4% in June after a small dip in May. In China 🇨🇳, stocks rallied as the US granted a 90-day pause on new tariffs, giving investors optimism 🤝 that trade talks between the two largest economies could move toward a bigger agreement.

|| शनिवार संवाद || 02-08-2025

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 Market Update 📰: - 🇮🇳 Indian Market: Indices ended their fifth straight week in the red 📉. Key reasons included continued FIIs selling, the US imposing a 25% duty on Indian exports, and the rupee falling 1.2% against the dollar 💱. Also, Goldman Sachs said the tariffs could trim India’s 2025 GDP by 0.3%, but since exports to the US form just 2.2% of GDP, the impact may be limited. However, they flagged downside risks if the situation worsens. - 🌍 Global Market: Tariffs 📉 and interest rate uncertainty dominated global headlines this week. Major indices also dropped from last week. Also, Just hours before Friday’s deadline, President Trump signed an executive order imposing new duties on imports from countries like India, Canada, Brazil, and Taiwan. Adding to the worries, U.S. job data showed slower-than-expected growth in July, with June numbers revised lower, a sign the labor market may be weakening ⚠️📊.