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Ep: 1375 | Daily money show | stock market news
Takeaway
Rising bond yields and expensive oil can weigh on equities even when company earnings and export performance remain resilient.
Summary
- Sensex fell 325 points as oil near $90 and uncertainty over US-Iran talks sustained inflation concerns.
- The host links rising long-term bond yields in the US, Germany, Japan and France to pressure on equity valuations and financing conditions.
- Highly appreciated US technology shares are described as particularly exposed to a less comfortable valuation backdrop.
- Reported Indian exports to the US remained resilient despite tariff uncertainty, which the host views as an economic positive.
- India's agreements with markets such as the UK, EU and New Zealand are presented as a route to export diversification whose fuller benefits may emerge over two to three years.
Bond YieldsExportsTrade Agreements
Original description
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