Fresh remarks from U.S. President Donald Trump have injected renewed uncertainty into global markets, particularly concerning crude oil prices and inflation. Investors, anticipating de-escalation, instead faced aggressive rhetoric that could prolong geopolitical tensions, complicating the Federal Reserve’s monetary policy decisions and potentially impacting equity valuations.Read More
Indian markets plunged Thursday as President Trump’s threats of escalating strikes on Iran spooked investors. The Sensex dropped significantly, mirroring a broader selloff across emerging Asian markets. Brent crude surged, and the dollar strengthened, further pressuring Indian equities already facing foreign outflows and a weakening rupee. Analysts anticipate continued volatility and economic pressure.Read More
Pharma stocks fell after reports that the Trump administration may impose tariffs—potentially up to 100%—on drugmakers not ensuring low prices in the US, raising concerns over costs and supply chains.Read More
Nomura has downgraded Indian equities to Neutral, citing elevated energy prices from the Iran war, AI market disadvantages, and a potential slowdown in domestic inflows. The brokerage warns that sustained higher oil prices and a weakening domestic investment cushion could pressure valuations, leading to a significant cut in its Nifty target.Read More
Nifty valuations have eased to near pre-Covid averages, prompting Jefferies to turn constructive on equities. The brokerage favours banks, pharma and real estate while trimming autos and cement. It sees moderate earnings growth ahead, with limited downside risks, supported by reasonable valuations and improving sector-specific outlook across markets.Read More
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