Sumi P @sumipdevu

Joined October 2009

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Sumi P @sumipdevu

6 months ago

#Trump’s #tariff flip-flop triggers #USmarket sell-off (S&P 500 ↓ 2.6%, #Nasdaq ↓ 4%). But India outperforms—#Nifty down only 2.7% vs S&P 500’s 7.5% drop in a month. Falling #dollar index (109.3 → 103.71) could benefit EMs like India. Stay calm, accumulate quality stocks!

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Sumi P @sumipdevu

6 months ago

#FII selling may slow as largecap valuations turn fair & US bond yields dip to 4.21%. India’s growth outlook is strong with Q3 GDP at 6.2% & Q4 expected above 7%. Auto (M&M, #Eicher) & IT stocks look attractive. Market bottom is uncertain, but a good time for long-term investors.

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Sumi P @sumipdevu

7 months ago

Markets react to Trump's tariff threats—autos & pharma under pressure, while domestic consumption stocks stay resilient. #FIIs continue selling, favoring cheap Chinese stocks. #Largecap weakness offers long-term buying opportunities, while select #midcaps like defense.

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Sumi P @sumipdevu

7 months ago

Markets remain weak despite fair largecap valuations, while S&P 500 & #Nasdaq hit new highs. FIIs may prefer cheap Chinese stocks (Hang Seng PE: 12.6). A turnaround in FII flows depends on a weaker dollar & lower US bond yields. Watch for early signs of earnings recovery in FY26.

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Sumi P @sumipdevu

7 months ago

Indian markets lag global peers—#Nifty down 3.4% #YTD vs. S&P 500 (+4.19%) & Europe (+11.7%). Weak earnings (7% growth), FII selling & an appreciating dollar weigh on sentiment. A rebound needs earnings recovery & a softer dollar—both may happen, but timing is uncertain.

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Sumi P @sumipdevu

7 months ago

#ModiTrump talks bring relief as #ReciprocalTariffs are delayed, leaving room for negotiations. India’s move to buy more U.S. oil & gas could ease trade tensions. Markets may see a bounce, but FII selling limits upside. #Largecaps remain the preferred bet. #StockMarket

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Sumi P @sumipdevu

7 months ago

Markets remain volatile as #Trump’s broad steel & aluminum tariffs fuel trade war fears. #EU's counter-tariff threat adds to uncertainty. A rebound is possible, but #FII selling may cap gains. Smart move? Shift from overvalued mid & smallcaps to fairly valued largecaps.

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Sumi P @sumipdevu

7 months ago

#BJP’s #Delhi win is positive, but #FIIs selling & high valuations cap gains. Market needs #GDP & earnings revival for a sustained rally. Stick to quality #largecaps. #StockMarket

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Sumi P @sumipdevu

7 months ago

#Sensex jumps 1.8%, showing why time in the market matters! 📈 Markets see #Trump’s #tariffs as negotiation tactics, while #Budget benefits sink in. #FIIs turn buyers, helped by a weaker dollar & lower #bond yields. Volatility ahead! ⚡ #StockMarket #InvestSmart

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Sumi P @sumipdevu

7 months ago

#Markets rebound as Trump pauses tariffs on #Mexico & #Canada, signaling a negotiate-first approach. #Dollar index drops to 108, easing pressure. With a strong #Budget2025, #DIIs may boost investments—watch discretionary consumption sectors like autos, white goods & hospitality!

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Sumi P @sumipdevu

7 months ago

Strong Budget, but #Trump's tariffs & global uncertainty weigh on markets. Rising #dollar index may trigger more #FII selling, but domestic consumption stocks could stay resilient with #tax cuts. #Budget2025 #StockMarket #InvestWisely

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Sumi P @sumipdevu

7 months ago

Markets will react quickly to the Budget.#Tax cuts may boost consumption, but growth measures matter more. Any rally will be short-lived—long-term trends depend on growth & earnings. #Budget2025"

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Sumi P @sumipdevu

7 months ago

Budget expectations will drive markets, but long-term trends depend on #GDP & earnings growth. A post-Budget rally is possible if #tax cuts boost sentiment. Volatility remains high, and large-cap financials stay a safe bet. #StockMarket #Budget2025

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Sumi P @sumipdevu

7 months ago

Market recovery looks healthy, led by fairly valued #largecaps. Sustained rally depends on #Budget-driven growth measures & #FII selling easing. Global markets stay strong with #US resilience & rate cut hopes. Fed holds rates, but #Powell signals cuts will be data-dependent.

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Sumi P @sumipdevu

7 months ago

Market correction continues with #Nifty -3.3% YTD, Midcap -9.1%, & Smallcap -14.71%, signaling a return to fair valuations. Financials may provide stability, but FII selling limits a sharp rally. Focus now shifts to Budget cues, while the Fed decision is unlikely to move markets.

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Sumi P @sumipdevu

7 months ago

Global markets face a reality check after the #DeepSeek impact on U.S. tech stocks. Meanwhile, the Indian market, now oversold, looks set for a rebound. #RBI's ₹1.5T liquidity boost raises hopes for a Feb rate cut, aiding banks. Fair valuations make quality #largecaps attractive

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Sumi P @sumipdevu

7 months ago

Market sentiment remains weak as #FPIs offload ₹69K Cr in Jan, outweighing ₹67K Cr DII buying. #Trump's #tariff threats on #Columbia & #Mexico add uncertainty. All eyes on the Fed decision & #Budget for fiscal stimulus like tax cuts. Growth data key for sustained recovery

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Sumi P @sumipdevu

8 months ago

#US market strength (S&P 500 record highs, 10Y bond yield at 4.65%) weighs on Indian markets, with #FIIs selling largecaps like banking. #Broadermarket remains overvalued. #IT shines with strong #Q3results & positive outlook—safe bet for now. Watch for valuation corrections.

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Sumi P @sumipdevu

8 months ago

Market trends to watch: #FIIs continue selling, #DIIs buying stabilizes largecaps while mid & small caps weaken. High dollar index & #USbondyields cap rally potential despite oversold conditions. Focus on #largecap financials, IT, and pharma for support. #StockMarket #InvestSmart

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Sumi P @sumipdevu

8 months ago

#Trump’s disruptive rhetoric, including threats of 100% #tariffs on #BRICS over #dedollarization, has spooked markets. #Nifty is down 12% from Sep highs. For patient long-term investors, this correction offers a chance to grab quality stocks at fair valuations. #InvestSmart