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US Tariffs और Crypto बूम के बीच भारत का बाजार: Nifty, रुपया और निवेशक भावना पर क्या असर होगा?

वैश्विक उथल-पुथल के बीच कैसा रहेगा भारत का बाजार?

अमेरिका में “Crypto Week” की शुरुआत और राष्ट्रपति ट्रंप के नए टैरिफ धमाके के बाद, वैश्विक बाजारों में हलचल मच गई है। ऐसे में सवाल उठता है – क्या भारतीय शेयर बाजार इस दबाव को झेल पाएंगे? या फिर Nifty और रुपया भी इस लहर में बह जाएंगे?

1. अमेरिका के टैरिफ का असर: व्यापारिक दबाव बढ़ा

अमेरिका ने यूरोप और मेक्सिको से आने वाले सामानों पर 30% नया टैरिफ लागू करने की घोषणा की है। इससे वैश्विक व्यापार तनाव बढ़ गया है और भारतीय निर्यातक कंपनियों (जैसे ऑटो, टेक्सटाइल, फार्मा) पर असर पड़ सकता है।

➡ संभावित प्रभाव:

  • Nifty AutoNifty FMCG में गिरावट आ सकती है
  • निवेशकों में अनिश्चितता बनी रह सकती है

2. रुपये पर दबाव, डॉलर फिर मजबूत

तेल की कीमतों में बढ़ोतरी और वैश्विक अस्थिरता के कारण, रुपया डॉलर के मुकाबले कमजोर हो सकता है। विशेषज्ञ मानते हैं कि रुपया ₹84.30 तक जा सकता है।

➡ जिन सेक्टर्स पर असर:

  • आयात आधारित कंपनियों को झटका (एविएशन, इलेक्ट्रॉनिक्स)
  • निर्यातकों को थोड़ी राहत

3. क्रिप्टो की उड़ान – Bitcoin $1.23 लाख के पार

अमेरिकी संसद में “Crypto Week” के तहत लाए गए तीन बड़े बिलों की वजह से Bitcoin ने $123,000 का नया रिकॉर्ड बना लिया है। इससे वैश्विक निवेशकों में जबरदस्त उत्साह देखने को मिल रहा है।

➡ भारत में भी WazirX, CoinDCX जैसे प्लेटफॉर्म्स पर ट्रेडिंग वॉल्यूम तेजी से बढ़ सकता है
➡ DeFi आधारित इंडियन स्टार्टअप्स जैसे Polygon को अंतरराष्ट्रीय निवेशकों से फ़ायदा हो सकता है

4. भारतीय कंपनियों की कमाई का सीजन शुरू

भारतीय बाजारों में भी Q1 FY25 के नतीजे आना शुरू हो चुके हैं। Infosys, Reliance, TCS जैसी कंपनियों की रिपोर्ट्स इस हफ्ते या अगले हफ्ते आएंगी।

➡ आईटी कंपनियां कमजोर रुपये से लाभ कमा सकती हैं
➡ बैंकों और FMCG में दबाव रहने की संभावना है

5. Sensex और Nifty: तकनीकी दृष्टिकोण

इंडेक्ससपोर्टरेसिस्टेंसट्रेंड
Nifty 5023,350 – 23,20023,700 – 23,800हल्का तेजी रुझान
Sensex77,000 – 76,70078,400 – 78,700रेंजबाउंड
Bank Nifty52,200 – 51,90053,500 – 53,800स्थिर से सकारात्मक

Crypto Week” से क्रिप्टो मार्केट में नई जान आई है, जबकि US के टैरिफ निर्णयों ने वैश्विक अस्थिरता बढ़ा दी है। ऐसे में भारतीय निवेशकों को सतर्क रहकर, चुनिंदा सेक्टर्स पर फोकस करना होगा, खासकर जहां निर्यात या तकनीकी बढ़त मौजूद हो।

सुझाव:

  • निवेशक IT, Pharma, Export-oriented stocks पर ध्यान दें
  • टायर, इलेक्ट्रॉनिक्स, FMCG जैसे import-heavy सेक्टरों से सावधानी बरतें
  • क्रिप्टो को नजरअंदाज न करें – आने वाले हफ्तों में भारत में भी policy चर्चा तेज हो सकती है

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  51. The heart of your writing while appearing reasonable initially, did not really work well with me personally after some time. Somewhere throughout the sentences you actually were able to make me a believer but only for a short while. I however have a problem with your jumps in logic and you might do nicely to help fill in all those breaks. If you actually can accomplish that, I would definitely be amazed.

  52. It’s the best time to make some plans for the future and it’s time to be happy. I have read this post and if I could I wish to suggest you some interesting things or suggestions. Perhaps you can write next articles referring to this article. I want to read more things about it!

  53. Thanks for this wonderful article. Yet another thing to mention is that almost all digital cameras arrive equipped with a zoom lens so that more or less of the scene to become included by way of ‘zooming’ in and out. These kind of changes in {focus|focusing|concentration|target|the a**** length will be reflected within the viewfinder and on substantial display screen on the back of the very camera.

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  55. Thanks for your post. Another issue is that being photographer consists of not only trouble in taking award-winning photographs but also hardships in establishing the best digital camera suited to your needs and most especially struggles in maintaining the caliber of your camera. This can be very genuine and visible for those photography enthusiasts that are directly into capturing a nature’s fascinating scenes – the mountains, the particular forests, the wild or the seas. Going to these amazing places undoubtedly requires a video camera that can meet the wild’s hard area.

  56. Good blog post. The things i would like to make contributions about is that pc memory needs to be purchased but if your computer still can’t cope with what you do with it. One can deploy two random access memory boards containing 1GB each, as an example, but not one of 1GB and one with 2GB. One should always check the company’s documentation for one’s PC to make sure what type of storage is essential.

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  59. certainly like your website however you need to check the spelling on several of your posts. Many of them are rife with spelling issues and I find it very bothersome to inform the reality nevertheless I will surely come again again.

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  69. I might also like to express that most individuals who find themselves devoid of health insurance are normally students, self-employed and those that are out of work. More than half in the uninsured are really under the age of 35. They do not feel they are requiring health insurance as they are young along with healthy. Their particular income is usually spent on real estate, food, and also entertainment. Many people that do represent the working class either full or as a hobby are not offered insurance by their work so they go without owing to the rising tariff of health insurance in america. Thanks for the strategies you discuss through your blog.

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  71. It is the best time to make a few plans for the long run and it’s time to be happy. I’ve learn this submit and if I may just I desire to suggest you some attention-grabbing issues or advice. Perhaps you could write next articles relating to this article. I want to learn even more things about it!

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  73. Thanks for this wonderful article. One more thing to mention is that most digital cameras can come equipped with a new zoom lens so that more or less of a scene to be included by means of ‘zooming’ in and out. These changes in {focus|focusing|concentration|target|the a**** length are reflected while in the viewfinder and on significant display screen on the back of the camera.

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  75. With everything which seems to be building within this particular subject matter, your viewpoints tend to be fairly exciting. Nevertheless, I am sorry, because I do not give credence to your whole strategy, all be it radical none the less. It seems to everybody that your remarks are actually not completely validated and in fact you are generally yourself not really fully confident of your argument. In any case I did take pleasure in looking at it.

  76. Hey there just wanted to give you a quick heads up and let you know a few of the pictures aren’t loading correctly. I’m not sure why but I think its a linking issue. I’ve tried it in two different internet browsers and both show the same results.

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