- Indian markets steady; Fortis Healthcare and Bharat Electronics in focus for buys.
- Trump’s presidency sparks fears of trade wars and inflation risks.
- China pursues economic recovery while grappling with trade and domestic challenges.
Indian markets opened with resilience as Nifty 50 maintained levels above 23,700. Stocks such as ONGC and Tata Consumer Products led gains, while Fortis Healthcare and Bharat Electronics emerged as analyst favorites for strategic buys.
Meanwhile, NCC Ltd soared 5% after securing a ₹501 crore project for Bengaluru’s suburban rail system.
Navigating Uncertain Markets: Politics and Policy Take Center Stage
Globally, political developments are casting shadows on market sentiment. Donald Trump’s imminent return to the White House has raised concerns over potential trade disputes with China and Canada, as well as inflationary pressures from deregulation and tax cuts. In Asia, South Korea’s political turmoil and China’s stimulus efforts add to a mixed market performance.
In the US, anticipation around Trump’s presidency creates a volatile environment. The reintroduction of tariffs and deregulation could reshape trade policies and rekindle inflation. Markets are also closely watching this week’s jobs data for signs of economic strength, which could influence Federal Reserve decisions.
Asian markets reflect a combination of optimism and caution. While Seoul’s stock exchange saw gains despite South Korea’s political challenges, Tokyo’s performance dipped due to disruptions such as Biden’s blocking of Nippon Steel’s acquisition of US Steel. These developments highlight geopolitical tensions affecting corporate strategies.
China’s government, grappling with a weakened economy, has rolled out stimulus measures targeting consumption and the property sector. However, analysts warn that trade restrictions under Trump may limit the effectiveness of these policies, leaving the country’s recovery vulnerable.
Global markets are navigating a complex web of political, economic, and geopolitical factors. As uncertainties persist, traders are adopting cautious optimism and selective investment strategies.
“In the midst of chaos, there is also opportunity.” – Sun Tzu
