US Recession

Rising crude oil prices amid the US-Iran conflict heighten recession risks for the US economy, with economists warning that elevated oil costs could lead to a downturn within the next year. Recent data indicates a slowdown in economic growth and increased consumer anxiety.

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.