Or in India stocks down?

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As Nifty 50 On September 26, the index remains more than 7% below all times, it rallied about 10% after April 7 came down when trading tensions between the US and China grew.

While the concern about the state of the world economy came around the world, the slide in Indian actions began long before Donald Trump started his second mandate when the US president and trade rates dominate the news headlines.

However, most of the investor pain came from within. The rally estimates increased, and the income from the plane or worse worse. At the peak of Indian reserves with great capitalization in Ishares MSci India ETF Almost 30 times more profit were estimated, which is much higher than the average in five years.

However, a strong action over the last two weeks is raising the question of whether the stock has been found, and when investors are now looking past short -term volatility.

The key factor underlying market stability was unwavering support from domestic investors crossing the stock through their stock Systematic investment plans (SIPS).

Despite the foreign investors of the portfolio (FPI), pulling out considerable capital at the beginning of the year, local institutions have entered, ICICI Securities reported.

Vinod Karki, a bank’s strategist, noted that in April, home institutional investors (DIIS) (DIIS) were still poured into $ 3 billion, only slightly than $ 3.2 billion in the outflow of trade volatility.

“The stock reaction over April 25 shows that DII may have continued to buy stocks managed (financial, industrial animals and consumption), while stocks related to global demand may notice sales,” Karks said. “The monetary positions of active funds increased further, and the SIP influx was stable during Mar’25 – good for the market stability, believing that FPI sales are intensified.”

JPMORGAN analysts repeated these sentiments in a note about HDFC asset managementOne of the largest houses of the Fund in the country.

“The industry maintained new positive streams of capital, despite the negative market movements in 4Q, demonstrating stability in home streams, primarily due to the SIP -making,” said the Wall Street Bank, led by Wardhan Modi. The financial year of India takes place from April to March.

In addition to the streams, there are signs of improvement in certain sectors.

ICICI Securities study also indicated the “bottom” profitability for mining companies and chemicals, as well as the “less EPS decrease”, which is expected from analysts. CNBC in India’s analysis shows that analysts have steadily reduced their salaries by 2025 per 10% by 10%, creating investors for a profitable surprise when companies win estimates.

On the geopolitical front, some analysts also conduct modern tensions in the world trade, although serious, may offer greater potential to resolve than previous crises.

ICICI’s witches said the current crisis could correct politicians, unlike the global financial crisis or pandemic, adding that “human interventions to prevent the main global crisis are still possible.

Others agree.

“Overall, our position on the fact that India is not included in the trade war remains, and we believe that it will be” relatively unattractive “in the short term, as long as it can become a beneficiary in long -term work when the trade transaction has come true,” said Bernstein Venugopal’s strategic capital.

Despite its internal optimism, there remain significant obstacles, preventing the appearance of a “cleaned” signal. The main problem, which is responded by several analysts, is the influence of the “global tariff war”.

Goldman Sachs said the “investment activity is likely to remain muted because of the” return “tariff policy related to the tariff.

The Indian IT sector, which depends heavily on the western markets, will most likely make a direct blow from such winds. This is the outsourcing -giants Wipro. Infosysand HCl Technologies Consistently marked weak recommendations and enhancement of uncertainty affecting the client’s costs.

The JPMorgan analyst called the HCL play “rare feat” to just be in the line-changing complex setting for the sector as a whole.

However, since green shoots on the market seem to grow in the shade of the trade war, the risks remain sensitive.

On Monday, Indian Prime Minister Narendra Modi met the US Vice Preidental JD Vance. In A statement From the Modi office both leaders expressed “significant progress” in their Discussions on bilateral trade And cooperation in areas such as energy and protection. Vens, who was in India in a predominantly personal trip with the second Lady Usha Vans and his family, met Modi in New Delhi.

Progress in trading transactions of India and USA. Indian Finance Minister Nirmala Sitaman expressed hope that en Bilateral Indian and US Agreement According to the comments in San Francisco on Monday, it was possible to reach “by the fall of this year”. Negotiations that Started on Wednesday And to conclude on Friday, will be headed by the new main trade negotiator Rajes Agral. Sitaman also stated that Newdelli seeks to reduce the country’s financial deficit below 4.5% of the gross domestic product by 2026 with 4.8% now.

Tesla is preparing to go out to the Indian market. Speaking by the call call, the financial director of Vaibhav Taneja confirmed reports What the company is there Work on expanding to IndiaAdded that this would be a great market thanks to its “big middle class”. However, India is also a “very rigid market” when it imports into the country to the country, which is subject to 70% and about 30% luxury tax, it noted that it can make India Tesla is twice as expensive.

Indian shares continue to work this week. A Nifty 50 For the first time since the end of January this year, the index closed above 24,000 points, heading 1.7% this week. The index became positive and increased by 2.54% this year.

The 10-year validity of the government’s bond continued to fall and decreased to 6.3%this week.

This week on CNBC Hiren Dasani television, co -chairs developing markets in Goldman Sachs Asset Management, said India Diversification game Among the wide uncertainty of the market. The Indian market is a “one of the single markets” that came out since US President Donald Trump has unleashed his “mutual” tariffs on April 2, Dasani noted.

Meanwhile, the Motor Mattu, Head of the SBI Mutual Fund, emphasized History “Fair Homemade Home” India“Which, he said, is supported by strong trends in consumption and its advantage as a pure importer amid global trading uncertainty. Mehta is also optimistic in the country’s banking sector.