Trump ke Tariff se Market mein Hulchul, IndusInd Bank bhi Fasaya!
Is week, US President Donald Trump ne market ko hilane wala ek aur kadam uthaya. Steel aur aluminum par 25% tariff laga diye, aur upar se government shutdown ka bhi dar tha. China ne bhi US ke agricultural goods par retaliatory tariffs laga diye. Is sabse market mein ghabrahat fail gayi. Tesla ke shares 15% gir gaye, jabki Trump ne Truth Social par Tesla kharidne ki baat keh di, lekin isse bhi kuch khaas fayda nahi hua.
Inflation kam ho raha hai?
India mein February 2025 mein consumer price index (CPI) based inflation 3.6% raha, jo January mein 4.3% tha. Yeh expectation se bhi kam tha. Khaane-peene ki cheezon ke daam mein kami iski wajah bani. Experts ka kehna hai ki March mein CPI 3.8% rah sakta hai, jisse RBI April mein interest rates kam kar sakta hai. US mein bhi inflation kam hua hai, lekin experts ka manna hai ki tariffs ki wajah se aane wale mahino mein yeh badh sakta hai.
Market sudhar raha hai? Abhi nahi!
US markets mein selloff badh gaya, S&P 500 2.7% aur Nasdaq 100 3.8% gir gaya. Tesla ke shares 15% aur Nvidia ke bhi shares gir gaye. Dow Jones Industrial Average mein bhi 2.1% ki giravat dekhi gayi. Iski wajah Trump ke unpredictable tariff threats hain, jisse investors safe havens mein paisa laga rahe hain. Citi ne US stocks ke outlook ko kam kar diya hai.
Experts kya keh rahe hain?
Macquarie ke investors India mein invest karna chah rahe hain, lekin abhi overweight stance lene mein time hai. Unka kehna hai ki India ek structural story hai jabki China mein structural issues hain. Morgan Stanley ke Chetan Ahya ka kehna hai ki India Asia ki sabse behtar economy hai, aur policy support se domestic demand badhega. Emkay ke US conference mein companies ne kaha ki growth aur earnings mein sudhar hoga. Investors earnings downgrade khatam hone ka wait kar rahe hain.
IndusInd Bank ke liye mushkil waqt
IndusInd Bank ne disclose kiya ki uske derivatives portfolio mein kuch discrepancies hain, jiska asar bank ke net worth par pad sakta hai. Analysts ke hisab se yeh discrepancy Rs 2,100 crore ka hai. Isse bank ke shares mein kaafi giravat dekhi gayi. Management ne kaha ki bank ke paas isse nipatne ke liye kaafi reserves aur capital hai, lekin isse bhi shares ki giravat nahi ruki. Management ke shares sell karne se bhi investors ka bharosa kam hua hai. Kuch brokerages ka kehna hai ki RBL Bank ki tarah IndusInd Bank ke shares bhi kuch mahino mein recover kar sakte hain.
Holi ki Shubhkamnayein!
Holi ka tyohar aa gaya hai, jo achchai ki burai par jeet ka pratik hai. Yeh pyar, nayi shuruat aur community bonds ko mazboot karne ka tyohar hai. Aap sabhi ko Holi ki hardik shubhkamnayein!
