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global markets react to rising us treasury yields and economic concerns

Global markets are reacting to a surge in U.S. Treasury yields, with Japan's Nikkei dropping 1.5% and Asian stocks mixed. HCL Technologies shares fell over 8% after disappointing Q3 results, while Bharat Electronics secured a Rs 561 crore order. The Nifty Next 50 index has entered bear territory, down over 20% from its peak.

stock market crash sensex plunges over 1000 points amid global turmoil

The Sensex plummeted by over 1,000 points, closing at 76,330, driven by unfavorable global cues, significant FII sell-offs, and a historic low for the rupee against the dollar. Rising Brent crude prices and concerns over inflation further dampened market sentiment ahead of the upcoming Union Budget 2025.

shifts in investment focus as consumption stocks gain traction in india

CLSA has revised its 2025 India stock portfolio, adding Tata Motors, NTPC, Nestle, and Britannia while removing HDFC Bank. This shift reflects a response to a challenging global macro environment and a slowdown in India's economic growth, with a focus on consumer staples amid high valuations and declining capital expenditure. Analysts anticipate muted returns for the Nifty in 2025, driven by conflicting macroeconomic factors and a potential shift towards affordable consumption due to increased government spending and promising rural income growth.
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