GAGA Share Market News

[hfe_template id='11223'] [ad_1] Donald Trump’s 90-day pause on reciprocal tariffs announced on April 9, 2025, brought much-needed stability to stock markets and lifted sentiment in the pharma and healthcare sectors, which had been clouded by uncertainty. The pharmaceutical sector found itself in a unique position, having received exemptions in the initial tariff announcements which kicked-in on April 2, though no clarity on what lay ahead. Between April 2 and April 9, the Nifty Healthcare index had declined by over 3%, or nearly 1,300 points. However, the Nifty Healthcare index staged a strong rebound following the pause, rising 7% or around 2,650 points over the remaining 12 trading sessions of the month. This recovery was accompanied by notable institutional activity, with mutual funds increasing their holdings in 11 healthcare stocks in April compared to March. Healthcare was also among the sectors where MF ownership was higher by over 1% versus the sector’s weight i...

[hfe_template id='11223'] [ad_1] Global stock markets surged on Monday after the U.S. and China agreed to slash steep tariffs for at least 90 days, tapping the brakes on a trade war between the world's two biggest economies that had fed fears of a global recession. But the temporary pause did little to address the underlying schisms that led to the dispute, including the U.S. trade deficit with China and U.S. President Donald Trump's demand for more action from Beijing to combat the U.S. fentanyl crisis. While investors cheered the move, businesses were seeking more clarity. Under the temporary truce, the U.S. will cut extra tariffs it imposed on Chinese imports last month from 145% to 30% for the next three months, the two sides said, while Chinese duties on U.S. imports will fall to 10% from 125%. In addition to the tariff reductions, China agreed to lift export countermeasures issued after April 2, including restrictions on rare earth minerals and magnets u...

[hfe_template id='11223'] [ad_1] President Donald Trump said on Friday the U.S. was in a "transition period" and was going to do "fantastically" while downplaying the impact any short-term recession may have. When asked during an interview with NBC News whether it would be OK to have a recession in the short term, Trump said: "Look, yeah, it's - everything's OK. What we are - I said, this is a transition period. I think we're going to do fantastically." Trump's comment on the U.S. economy being in a transition period echoed comments he made earlier on Friday in a social media post, in which he also cited strong employment and reiterated his call for the U.S. Federal Reserve to lower interest rates. "We're only in a transition stage, just getting started!" he said in a Truth Social post. The post followed the release of U.S. data that showed job growth slowed marginally for April. Trump, who just passed his 10...

[hfe_template id='11223'] [ad_1] The Indian stock market has had a wild ride in 2024 with the headline indices Sensex and Nifty flipping up and down. The market began the year on a subdued note, but then spiralled downwards reacting to announcements from Donald Trump. But then, that is not all. There were also short rallies in between, again completely driven by what was coming out of the US. In 2025 so far, Sensex was down 2% and the Nifty index fell just over 1%. President Donald Trump’s unpredictable moves, like slapping tariffs on trading partners one day and pausing them the next, have left traders and investors scratching their heads. No one is sure how the rest of the year is going pan out. Despite this chaos, experts say there’s still money to be made if investors play it smart. Here are five ways in which they can do so. Markets reacting to Trump's flip-flops There is a sense that investing right now can feel daunting. The market jumps or dips based on headl...

[hfe_template id='11223'] [ad_1] Clawing back almost all the ground lost during the tumultuous week, the Sensex on Friday surged up to about 1,500 points while Nifty came close to crossing the 22,900-level in a short-covering rally in which traders adjusted their portfolios to play catch-up with global markets after Thursday’s market holiday. The trigger? US President Donald Trump’s abrupt pause on his April 2 tariff salvo—a move that came not from diplomatic benevolence, but, as market veterans point out, from the fury of the bond market. A massive selloff in US Treasuries this week pushed the 10-year yield to a precarious 4.5%, forcing the White House to blink. Trump’s backpedaling was pitched as a negotiation window, but most saw it as a desperate act to placate Wall Street. The rally was dramatic, but the question haunting every investor’s screen now is: can this momentum sustain, or was this just a classic bear market head-fake? Street View “The gap up opening in th...

[hfe_template id='11223'] [ad_1] The world’s top 10 richest billionaires saw their combined net worth rise by $135 billion on Wednesday, according to the Bloomberg Billionaires Index, after US President Donald Trump announced a 90-day pause on his proposed tariff hikes for most countries. “I have authorized a 90-day PAUSE,” Trump said, acknowledging over 75 countries that are currently negotiating trade terms and have not retaliated against his recent tariff escalations. Treasury Secretary Scott Bessent later clarified that while the US would pause its ‘reciprocal’ tariffs on key trading partners, a 10% blanket duty on nearly all imports would remain in effect. Existing tariffs on autos, steel, and aluminium also continue unchanged. However, Trump said he would raise duties on Chinese imports to 125% from the 104% level imposed earlier this week. The move sent Wall Street's "Magnificent Seven" stocks surging again and tacking on more than $1.5 trillion in m...

[hfe_template id='11223'] [ad_1] US President Donald Trump’s steep tariffs and altering of global trade structures have shaken the stock markets worldwide and worried top Wall Street leaders. There are also growing concerns among economists that the US might slide into a recession. Trump effected a 10% blanket tariffs on nearly all countries last week even as the levies varied. India attracted a 26% tariff on all exports to the US, while China's and Vietnam's were much higher. Even though these could be partially rolled back through negotiations in the coming weeks or months, Wall Street fears the impact is significant enough to tip the economies into a downturn. Wall Street is fearing the worst Goldman Sachs has increased its 12-month recession probability from 35% to 45% due to Trump's tariffs. If these tariffs come into effect, Goldman expects to revise its forecast to predict a recession.Another Street biggie JP Morgan projects a US recession by the end o...

[hfe_template id='11223'] [ad_1] The first trading day of the quarter on Tuesday was a nervy affair ahead of U.S. President Donald Trump's "Liberation Day" on Wednesday, with markets struggling for clear direction as Trump's new trade barriers loomed into view. Stocks mostly rose but U.S. Treasury yields tumbled, while gold and the dollar broadly held steady. Talking of the greenback, I will dig deeper into the IMF's latest FX reserves data below, but first, here are the scores on the doors from Tuesday's trading around the world. Today's Key Market Moves. * A late surge on Wall Street lifts the Nasdaq and S&P 500 out of the red. The Nasdaq rises 0.8%, the S&P 500 gains for a second day. * Tesla shares rebound 3.6% ahead of its first-quarter vehicle deliveries report on Wednesday. Live Events * U.S. Treasury yields fall across the curve. A 9 bps decline at the long end bull flattens the curve. * Benchmark European stocks rise m...

[hfe_template id='11223'] [ad_1] Since assuming presidency of the United States for his second term, Trump has been imposing tariffs, no holds barred. Be it launching against the US largest trading partners or accelerating the antagonistic stance against China, or threatening other economies including the European Union and India, Trump has been imposing what seem to be blindly sweeping tariffs across countries and sectors. More worryingly, these tariffs have been imposed, paused, rolled back, and reimposed on apparent whims. The uncertainty has been more harmful to the business and economic environment than the tariffs themselves. Economists are left connecting the dots Given their whimsical and non-surgical nature, the tariffs’ role as a trade tactic can be all but ruled out. It could be aimed at bolstering political negotiation, but it seems too extreme a measure for that. ETMarkets.com Economists have been inferring that Trump’s agenda is more nuanced. That his poli...

[hfe_template id='11223'] [ad_1] The erratic and inconsistent trade policies of US President Donald Trump are challenging the global commodity market, making prices highly volatile. The recent US tariffs on countries like Canada, Mexico, and China have raised concerns over a global trade war, as Canada and China have already imposed retaliatory tariffs on U.S. products. Bullion was the asset that benefited most due to the tariff war. Gold in the key London spot market is hovering above the psychological level of $3,000 an ounce, gaining more than 15 percent so far this year. Similarly, Indian gold prices also gained considerably, with the MCX futures prices trading at a lifetime high of ₹88,800 per ten grams last week. As a traditional safe haven during periods of economic instability, the recent threat of a trade war heightened concerns about inflation and economic growth across the globe, boosting demand for gold. Additionally, domestic gold was further boosted due to ...

[hfe_template id='11223'] [ad_1] After the dot-com bubble burst in the early 2000s, Lars Staack decided to play it safe and invest his retirement savings in S&P 500 index funds, which are diversified and carry lower risk than owning individual stocks. It was a strategy that brought him peace of mind for more than two decades -- until President Donald Trump was elected in November. As he reviewed Trump's comments in support of sweeping tariffs, Staack, 62, who retired two years ago, became increasingly uneasy about the savings he planned to use for the rest of his retirement. Those nerves about how Trump's economic policies might affect the stock market led him to start selling his index funds in January, moving them into bond and Treasury funds, which are seen as safe havens in times of volatility. About one-third of his savings are still in stocks. The daily swings last week, which included the market's worst single day in months, have made him conside...

[hfe_template id='11223'] [ad_1] Wall Street's failure to bounce back from its recent beating on news of a potential ceasefire between Ukraine and Russia shows just how worried investors are about the growth and market impact from U.S. President Donald Trump's tariff wars. Ukraine said on Tuesday it is willing to accept a U.S. proposal for a 30-day ceasefire, a deal that Washington will now put to Moscow. Investors initially cheered the news, and at one point the Nasdaq was up more than 1%. But Trump's announcement that he will double tariffs on imported steel and aluminum products from Canada to 50% weighed heavily, and traders ended the day with a sea of red across their screens. Today's Key Market Moves. * The three main indexes on Wall Street close at fresh five-month lows. The S&P 500 is back in 'correction' territory, down more than 10% from its peak, and the Nasdaq is off 15% from its peak. Live Events * The dollar slides to a 5-mont...

[hfe_template id='11223'] [ad_1] Foreign Portfolio Investors (FPIs) have continued their selling spree in Indian equities in March, with total equity outflows amounting to Rs 24,753 crore as of March 7, taking the total to Rs 137354 crore in CY25 so far. However, the pace of selling appears to have slowed down slightly in recent sessions, according to market experts. Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services, noted that while the trend of FII selling in India continued in early March, there are now signs of slight decline in the intensifying in the last couple of days. Despite this, cumulative FPI equity outflows for 2025 have already reached over Rs 1.30 lakh crore, reflecting a sustained risk-off sentiment among foreign investors. The continued outperformance of Chinese equities has been a key factor diverting FPI flows from India. “Chinese stocks have seen big buying triggered by attractive valuations and expectations from the recen...

[hfe_template id='11223'] [ad_1] As the Nifty recorded its worst February month since the Covid, falling by 6%, heavyweight sectors IT, auto and pharma were hit by Trump led worries and the stocks in the three sectors plunged up to 33% during the month. While tech stocks’ decline rode on the fears of economic slowdown in the US, Tesla’s entry into India is making the auto counters edgy. Pharma sector’s woes hinged on reciprocal tariffs. A price analysis of the stocks in the aforementioned sectors reveals the rout. At the index level, Nifty IT is the worst performer in February with 11% monthly fall and all the 10 stocks saw their share price erode in the month gone by. The auto sector benchmark Nifty Auto declined 8% over a month while the Nifty Pharma is down 5%. IT stocks performance snapshot Midcap IT counter Mphasis has fallen by 22% and is followed by LTIMindtree and Tata Consultancy Services (TCS) which are down by 18% and 14%, respectively. Others like Coforge, L...

[hfe_template id='11223'] [ad_1] The US dollar is having one of the best rallies as the dollar index, which measures greenback's strength against a basket of six currencies, surged to its strongest levels in over two years. Analysts paint a more rosy picture for the American currency, which could well cast a shadow on emerging markets as is being played out currently. Indian Rupee, in particular, is hitting fresh lows almost everyday. The greenback currency is showing no signs of slowing down, implying a challenging year for Asian markets. Goldman Sachs recently upgraded its dollar forecast as the investment bank projected the dollar to gain as much as 5% in 2025 after rising nearly 8% from September lows last year. "The dollar to rally by about 5% over the coming year on the realization of new tariffs and continued US outperformance," Goldman strategists wrote in a note. Even with this upgrade, they still see the risks tilted towards more dollar strength. ...

[hfe_template id='11223'] [ad_1] Making Sensex tumble by 2,300 points and Nifty by 2.6% so far in the month, foreign institutional investors (FIIs) have pulled out over Rs 50,000 crore from Dalal Street in January. And now with Donald Trump taking over as the US President, there are fears that FII outflow could accelerate as pro-America policies may suck in liquidity back to Wall Street. In the first 15 trading days of 2025, FIIs have sold Indian stocks worth over Rs 57,000 crore as the ongoing Q3 earnings season is doing little to convince big boys to stay put. InCred Equities estimates that profit growth has been flat so far on a year-on-year basis on 4% sales growth. While heavyweights like TCS and Reliance Industries (RIL) surprised positively, Zomato numbers show consumption slowdown. A survey of fund managers in Asia by BofA Securities shows that India is off investor radar with most participants seeing further decline in equity markets. Even as investors think tha...