The market environment has deteriorated again. After Trump’s new threat, the US market fell sharply yesterday, and the Dow Jones closed down 822 points. SGX Nifty is down by more than 100 points, which shows that the Indian market will open in the red today. Yesterday Nifty closed at 25,713 with an increase of 142 points. Today is also the monthly expiry of Nifty. Know which stocks have been selected by analysts Ansh Bhilwad and Pooja Tripathi in Zee Business’ special program, Traders Diary.
Following the US Supreme Court’s decision, Trump has threatened to impose more stringent tariffs against any country that changes the terms of the deal based on the court’s decision. This announcement has rekindled tariffs fears. Due to this fear, Dow Jones closed down 822 points and Nasdaq down 258 points yesterday.
Disappointed Trump’s new threat:
If any country tries to “game” the court’s decision, it will be in trouble. If any country manipulates this decision, it will face heavy tariffs.
Countries that have agreed to a trade deal should not play tricks.
I am the president! I will not go to Congress to approve tariffs.
We will use the license against countries that plunder the US.
We will impose fees on foreign trade license like other licenses.
Will US decline have any major impact on us?
The Dow saw its biggest one-day fall of 821 points since January 20. The Dow reached its lowest level in three weeks. US markets fell for two reasons. First, Trump’s various statements on tariffs soured sentiment. But this is not negative for the Indian market. Now, we have to get used to Trump’s statements again. Second, IT companies are once again scared of AI.
IBM saw its biggest one-day fall of 13% since October 2020.
Anthropic’s new tool threatens IBM’s business model.
This news will have an impact on our IT stocks. Iran issue will be the next big issue.
Ansh Bhilwad’s shares
cash
Jyothi Labs – Buy, Target 266, Stop Loss 243
futures
ICICI Pru Life March Futures – Buy, Target 690, Stop Loss 658
options
Kotak Bank March 440 Call – Buy, Target 17, Stop Loss 2
techno
Kalpataru Projects – Buy, Target 1300, Stop Loss 1135
funda
Bharti Airtel – Buy, Target 2125, Stop Loss 1937
invest
Bajaj Holding – Buy, Target 12500, Stop Loss 11050
News
Vari Energies – Buy, Target 3015, Stop Loss 2875
my choice
SBI Life – Buy, Target 2180, Stop Loss 2072
HDFC Life – Buy, target 766, stop loss 732 (above breakout level 733)
Alkem Labs – Buy, Target 5682, Stop Loss 5408
MY BEST
Vari Energies – Buy, Target 3015, Stop Loss 2875
Pooja Tripathi’s shares
cash
One MobiKwik – Buy, Target 205, Stop Loss 199
future
ABB – Buy, Target 6300, Stop Loss 5800
option
Muthoot Finance March 3450 Call @ 34.8 – Buy, Target 60, Stop Loss 15
techno
ONGC – Buy, Target 289, Stop Loss 270
funda
Escorts Kubota – Buy, Target Rs 3600, Duration 12 Months
invest
M&M – Buy, Target 3800, Duration 12 months
News
JSW Infra – Buy, target 267, stop loss 252
my choice
Polycab – Buy, Target 8250, Stop Loss 7895
Havells – Buy, Target 1490, Stop Loss 1398
LG Electronics – Buy, Target 1630, Stop Loss 1520
my best choice
Escorts Kubota – Buy, Target Rs 3600, Duration 12 Months
