US Recession News

Despite significant outflows in early 2025, Indian equities may benefit from a recent resurgence in foreign investment, driven by a falling US dollar and expectations of rate cuts. Analysts emphasize the positive effects on various sectors, though challenges remain from potential US recession fears.

Gold price is already up over 3% in June, and here's where it gets interesting: if gold ends positive in June, it would mark a rare six-month winning streak, last witnessed 23 years ago, in May 2002, according to a report by Axis Securities.

Jamie Dimon said he can’t rule out the possibility of stagflation as the US grapples with huge risks from geopolitics, deficits and price pressures.

Nifty IT index ended April down 3%, marking a four-month losing streak. Seven of ten index constituents, including Coforge and Wipro, saw declines. Despite a recent rebound, the index remains in bear territory, impacted by global trade tensions and cautious forecasts from major IT firms.

As ‘Sell US, Buy India, trade gets traction, analysts are hopeful that the BSE benchmark Sensex can scale fresh highs in 2025. Strong earnings, GDP growth and India’s position in the ongoing trade war make analysts believe the bull run in the Indian stock market will last for the foreseeable future.

TCS, Infosys and Wipro have reported their Q4 results 2025 against the backdrop of recession fears, demand uncertainty, and concerns over US trade policies. While the Q4 performance was a mixed bag for these companies, analysts favour TCS shares over Infosys and Wipro.

The recent recovery rally was led the broader markets, with Nifty Midcap 100 index gaining 11.45% from April 07 lows, while its peers, Nifty Small cap 100 even gained higher, rallying 16% in the same period. The frontline indices — Nifty 50 and Sensex — have also surged over 7.5%.