The bad market was spent, but the impact of the tariff is not yet fulfilled

Indian stock markets have made a great comeback in the last few days. After a few months of continuous selling, especially the selling of foreign investors, the Indian markets are now seen making somewhat come back to some extent. On Monday, the Sensex registered a boom for the sixth consecutive day and gained a gain of 1,079 points. Overall, the index has gained 4,156 points in 6 business sessions. Similarly, the Nifty has climbed 1,261 points in 6 days. Analysts seem to have passed the worst phase of selling in the market, but they are apprehensive about the continuation of fast.

Interested investors are warning the shares to invest huge amount. Jignesh Desai, Chief Executive Equity of Central Broking Jignesh Desai said, “The market has been left behind, but there may be some further decline before the continuous rapid rise.” Desai said that the markets always always have profit booking in the early weeks of February, March and sometimes due to fund rotation in the markets. President Donald Trump’s time limit for imposing counter duty is also ending with this.

Reply duty: uncertain trump policy

Donald Trump is preparing to impose counter -duty on all business countries including India from April 2. According to a report by Bloomberg, Trump may declare a wide tariff on countries or groups of countries, but some area-specific can be kept separate from tariffs. Analysts say this ambiguity remains a major risk for markets in the near future.

Nirav Karra, the head of the research head of Fisadam, said, ‘The counter -duty risk remains at risk and has not yet shown full impact. Any increase can cause short -term instability, exports can be affected and a delay in cutting interest rates due to potential inflation pressure. ‘

Agreeing with his views, Mirai Asset Sharekhan’s research head Sanjeev Hota said that the market is still not ignoring the entire impact of trade war. He said that such uncertainty can increase markets fluctuations in the coming weeks.

Investment strategy

Analysts suggest that investors should wait for the situation to be clear before making new investment. Jignesh Desai of Centrum Broking said that businessmen can use any decline to buy quality shares of banking, cement, defense and asset management company (AMC) sectors.

He said, ‘I think the market will be steadily gained after April and good quality midcap and smallcap shares will also be a part of this boom. But investors should focus on investment in companies that are appropriate, the balance sheet is strong and corporate governance is good.


First Published – March 24, 2025 | 10:37 pm IST



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