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

Описание: 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

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