Market mein teji!
Trump ke tariffs ke baad, Indian market ne dhamakedaar comeback kiya hai. NSE Nifty 50 Index, April 2 ke level ko paar kar gaya, 2.4% tak chadh gaya. Globally, India pehla major market hai जिसने tariff ke losses ko recover kiya. Asian markets abhi bhi 3% down hain.
India: A safe haven?
Investors India ko ek “safe haven” maan rahe hain. Humaara strong domestic economy, global recession se ladne mein kaafi helpful hai. Aur, China-US trade war ke chalte, India ek alternative manufacturing hub ban sakta hai.
Experts kya bol rahe hain?
The Global CIO Office ke CEO, Gary Dugan, ka kehna hai ki woh Indian market ko lekar positive hain. Unka मानना है ki domestic growth aur China se supply chain shift hone se, Indian equities medium term mein safe bet hain.
Past performance aur future outlook
Pichle do quarters mein Indian market mein 10% ki giraavat dekhi gayi thi. Slow economic growth, high valuations, aur foreign funds ke outflow ne ismein bada role nibhaya tha. Is saal $16 billion se zyada ke local shares beche ja chuke hain.
Positive signs
Lekin, abhi bhi kuch positive signs hain. Lower valuations, RBI ke interest rate cuts ki ummeed, aur crude oil prices mein kami se market ko support mil raha hai. Nifty 50 abhi 18.5 times forward earnings estimate pe trade kar raha hai, jo ki 5-year average 19.5 times se kam hai.
Trade war ka impact
Societe Generale SA ke strategist Rajat Agarwal kehte hain ki India trade war se poori tarah insulated nahin hai, lekin relatively better position mein hai. US imports mein India ka contribution sirf 2.7% hai, jabki China aur Mexico ka 14% aur 15% hai.
Overall outlook
Overall, market experts ka kehna hai ki Indian market mein long-term growth potential hai. Domestic economy ki strength, global uncertainties ke beech India ko ek attractive investment destination banati hai.
