Your Weekly Stock Markets Rundown: 🌪️ After the Storm: Markets Hold Breath Amid Geo Tensions, Global Rally Lifts Hopes! 📈🌏

• Geopolitical Jolt: The Indian stock market’s week-long rally halted on April 24 after India’s strong diplomatic measures against Pakistan following the Pahalgam terror attack. This caused a slight dip in the Sensex and the Nifty, which persisted into Friday.

• Investor Caution: Experts highlight caution as markets assess potential military or diplomatic escalations, though US-China tariff de-escalation talks offer hope, with foreign investors continuing to buy into India.

• Earnings Muted: Subdued Q4 FY25 earnings from India Inc, including TCS and Wipro, have dampened sentiment, with Nifty showing a momentum pause but retaining a bullish outlook above 24,000.

• Wall Street Rebound: US markets rallied for the third straight day on Thursday, with the S&P 500 up over 6% since Tuesday, driven by tariff optimism, while the Dow, Nasdaq, and MSCI also gained.

• IPO Spotlight: Ather Energy’s IPO opens April 28-30 with a price band of Rs 304-321 per share.

• Bank of Japan Stance: A Reuters survey suggests the Bank of Japan will likely hold its 0.5% interest rate in its next meeting.

📅 Weekly Events Calendar

💡 DO YOU KNOW?

India’s manufacturing PMI hit 58.4 in April 2025 (preliminary), reflecting robust growth, while industrial production slowed to 2.9% in February, with March data due Monday.

Important Observations and Market Sentiments: Editor Special

• Geopolitical Risk: India-Pakistan tensions post-Pahalgam attack may cap gains, but historical resilience suggests dips could be buying opportunities.

• Tariff Relief: US-China de-escalation talks boost global sentiment, supporting FII inflows and a potential Nifty rebound if it holds 24,000.

• Earnings Watch: Muted Q4 results from IT giants signal caution, with upcoming earnings from Bajaj Finance and Ultratech Cement critical for direction.

• Global Cues: Bank of Japan’s likely steady rate and US jobless claims will influence emerging market flows, while Euro Area data could signal recovery.

• IPO Buzz: Ather Energy’s IPO may attract retail interest, though market volatility could impact subscription.

👀Stocks to Focus:

• IT Sector: TCS, Wipro, and upcoming Tech Mahindra for earnings-driven moves.

• Banks/Finance: Bajaj Finance and Federal Bank for financial health insights.

• Industrials: Ultratech Cement and Jindal Steel for industrial production cues.

• Consumer Goods: Marico for domestic demand signals amid tariff hopes.

📜 Summary:

The week of April 28-May 2, 2025, begins with India’s market cautious after a dip triggered by India-Pakistan tensions, though US-China tariff de-escalation offers a silver lining with continued FII buying. Muted Q4 earnings temper optimism, but Nifty’s bullish stance above 24,000 suggests dip-buying potential. Key data like India’s manufacturing PMI, US jobless claims, and Euro Area GDP will guide sentiment, alongside Ather Energy’s IPO debut. Opportunities lie in IT, banking, and industrial stocks, with global cues and geopolitical developments in focus.

🚀 Stay cautious, watch key events, and trade wisely!

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