Fed Eases, Dollar Slips | Tailwinds for Indian Markets | ICICI Direct скачать в хорошем качестве

Fed Eases, Dollar Slips | Tailwinds for Indian Markets | ICICI Direct

In this week’s market wrap, Nifty held firm above 26,000, recovering intra-week losses as a Fed-led global risk-on rally improved sentiment. We break down liquidity trends, sector rotation, and key themes shaping the next move. Highlights: Nifty Outlook: Buying from the lower end of the consolidation zone helped Nifty defend 26,000. A decisive close above 26,300 can open the path toward 26,800, while 25,700 remains strong support. Fed Liquidity Boost: The US Fed delivered a 25 bps rate cut, ended QT, and announced a $40 bn Treasury repurchase, injecting liquidity globally. This sets the stage for renewed FPI inflows into emerging markets like India. Sector Leadership: Metals, Realty, and Oil & Gas led the rally, supported by a softer dollar and rising commodity prices. Bank Nifty remains resilient and continues to anchor the broader market. Flows & Sentiment: Equity mutual fund inflows rebounded sharply in November, easing concerns around retail participation. SIP inflows stayed stable, indicating continued long-term confidence. Global Cues: The US rally is broadening beyond large tech stocks, with small caps hitting new highs. A softer dollar is supporting metals, with copper and aluminium showing structural strength. Thematic Plays: Hotels: Wedding season demand boosts room rates and F&B revenues Real Estate: Maharashtra redevelopment push opens large multi-year opportunities Life Insurance: Regulatory reforms and GST changes improve growth visibility Steel: Tata Steel outlines a clear roadmap toward 40 MTPA capacity in India Hidden Gem: Chalet Hotels — Strong wedding-led demand, expanding resort portfolio, and rising annuity income support sustained earnings growth. Buy, TP ₹1,120. 00:27 : Market Outlook 03:20 : MF Equity Inflows 06:16 : Mexico Tariff 08:28 : Hotel Sector 10:52 : Maharashtra Redevelopment Projects 14:13 : Life insurance 16:48 : Tata Steel 19:03 : Kaynes Technology 21:57 : Hidden Gem: Chalet Hotels --------------------------------------------------- 🔔Turn on the notification bell so that you don't miss out on any finance videos 🔔 For more finance content on stock market, personal finance, investing, watch our top playlists: 👉 All About ICICI Direct App: https://shorturl.at/estHQ Click here to download our app: https://isecsuper.page.link/socialmedia Disclaimer: https://icicidirect.market/fulldiscla...