نصح خبير السوق سونيل سوبرامانيام المستثمرين بتوخي الحذر في ظل حالة عدم اليقين الجيوسياسي وارتفاع تكاليف المدخلات. وسلط الضوء على السلع الاستهلاكية المعمرة، والسلع الرأسمالية، والبنوك التابعة للقطاع العام كقطاعات مفضلة.
ذكر سونيل سوبرامانيام أن من المتوقع أن تظل التقلبات مرتفعة على المدى القريب. ووفقاً لتقييمه، فإن أسعار النفط الخام، وقرارات السياسة النقدية لبنك الاحتياطي الهندي، وأرباح الربع الأول ستشكل تحركات السوق خلال الأشهر المقبلة.
من إعداد الذكاء الاصطناعي صورة مولدة بواسطة الذكاء الاصطناعي
Geopolitical tensions in the Middle East, involving the US, Israel, and Iran, have triggered a slide in Asian shares and a surge in oil prices. Investors are turning to the US dollar for safety amid fears of prolonged energy cost increases and inflation. While emerging markets face short-term losses, experts see long-term resilience.
Top investors Ramesh Damani and Sunil Singhania say India’s fundamental growth drivers remain strong despite temporary market challenges from foreign outflows and geopolitical concerns.
من إعداد الذكاء الاصطناعي
India's Nifty index closed lower following sustained selling pressure, remaining above long-term averages while exhibiting short-term weakness. Technical indicators point to market consolidation with a corrective bias ahead of a cautious week. Expert Daljeet Kohli highlights potential selective rebounds driven by Q4 earnings in certain sectors.
Global markets tumbled as US-Iran tensions and prolonged Israeli conflict drove oil prices higher. Asian shares and futures dipped, with investors preparing for extended fighting. The inflationary pressures have reduced expectations for central bank rate cuts.
من إعداد الذكاء الاصطناعي
India's economy could face challenges from the West Asia conflict, which may impact oil prices and overall growth. According to Crisil Intelligence, real GDP growth is expected to reach 7.1 percent in FY27, driven by consumer spending and investment. Exports are anticipated to increase, while retail inflation might climb to 4.3 percent.
Indian stock markets staged a significant rebound on Wednesday, fueled by hopes for peace in West Asia and falling oil prices. The NSE Nifty and BSE Sensex climbed substantially during the day, though some gains moderated by the close. Sectoral indices ended higher across the board amid cautious investor sentiment.
من إعداد الذكاء الاصطناعي
Asian equities opened higher, tracking gains in US stocks and Treasuries, as investors overlooked geopolitical tensions. Markets displayed cautious optimism despite worries over oil prices and inflation, with the Federal Reserve's interest-rate decision pending. Oil prices held near $103 amid expectations of continued volatility until energy stabilizes.