2nd Apirl ka Market Pe Impact
1. Stock Market:
- Volatility Badhegi: Tariff news ya big economic data se indices (S&P 500, NIFTY) mein sharp up-down moves honge.
- Tech aur Multinationals Pe Pressure: Apple, Tesla jaise stocks gir sakte hain agar tariffs se costs badhte hain.
- Defensive Stocks Up: Healthcare, utilities jaise sectors mein buying ho sakti hai.
- India: IT/Pharma pe asar, lekin FMCG, infra stable rah sakte hain.
2. Crypto Market:
- Dollar Strength: US dollar strong hone se BTC, ETH pe bearish pressure pad sakta hai.
- Risk-Off Mood: Uncertainty mein investors crypto se nikal kar bonds/gold mein ja sakte hain.
- Pro-Crypto Twist: Trump ki policy positive ho to rally bhi possible hai.
3. Commodities:
- Oil Down: Trade war se demand kam ho to oil (WTI, Brent) gir sakta hai.
- Gold Up: Safe-haven demand se gold $2,970 ke upar ja sakta hai.
4. Currency:
- USD Rally: Tariffs se dollar index (DXY) badhega.
- INR Weak: India ke exports hit hone se INR 84-85 tak ja sakta hai.
5. Inflation aur Rates:
- Inflation Spike: Tariffs se import costs badhne se CPI upar ja sakta hai.
- Fed Pause: Rate cuts delay ho sakte hain, bond yields badhenge.
6. Global Impact:
- China/EU Down: Export-dependent markets (Shanghai, DAX) pe pressure.
- Emerging Markets: INR, MXN jaise currencies weaken ho sakte hain.
Short Take:
- April 2 ke around bada action hoga – stocks mein sell-off, crypto mein dip, aur gold/dollar mein uthan. Long-term mein recovery ka chance bhi hai agar policies balanced hain.