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Showing posts from June, 2025

No Action is also an Action

Till couple of years back after the Covid correction, stock markets were moving almost in one direction with some aberrations caused by geo-political conflicts of Russia-Ukraine & Israel-Hamas, elections in India and BJP not gaining majority on its own and some other such events. Despite such temporarily disturbances the markets maintained their upward movement. Until about ten months back when it started showing concerns over possible Trump win in US elections as FIIs started withdrawing funds from Indian markets, growth in profits of listed companies also showed some pressure, concerns over high valuations, tariff war and its likely impact on world economy etc. kept stock markets on the edge across the world. And the worst that could affect Indian economy and markets was Pahalgam terror attack forcing Indian government to launch Operation Sindoor against terrorists outfits & Pakistan. Had the government heeded to popular feelings and escalated the war, we don’t know how f...