📉 Indian Markets Slip as Global Rate-Cut Hopes Fade

📰 What’s Happening
Indian stock benchmarks edged lower on Friday, tracking Asian markets after U.S. jobs data failed to bolster hopes for imminent rate cuts. The Nifty 50 hovered around 26,100, while the BSE Sensex slid over 200 points.
Most sectors saw weakness, especially metals, realty and PSU banks. Autos were one of the few sectors showing relative strength.

💡 Why It Matters
- With global rate-cut expectations fading, equity markets are adjusting to a higher-for-longer interest-rate scenario — this can impact valuations, especially of growth-oriented stocks.
- Domestic markets, despite strong fundamentals, are still sensitive to global cues and therefore short‐term swings in sentiment.
- For investors, this means staying focused on high-quality holdings rather than reacting to every headline.

🧭 What Should Investors Do?
At Vanshi Wealth, we recommend:
- Stay invested: A single session’s slip doesn't change the long-term story for India’s economy and equities.
- Watch for opportunities: Select dips in strong sectors (like autos, consumption) could be tactical additions.
- Avoid chasing weak sectors: When realty or metals sell off, ask if the business model or long-term product demand has changed — not just price.
- Keep global context in mind: U.S. Fed policy, global growth signals, commodity prices will continue to influence Indian markets.

📚 Sources
- Reuters – “India stocks inch lower, tracking Asian peers, on fading hopes of US rate cut”
- Moneycontrol – “Stock Market LIVE Updates: Sensex down 270 pts, Nifty at 26,100; metal, realty drag, autos shine”