IT Index down by -2% Gold stays positive.

IT Index down by -2%
Gold stays positive. 

*Market Update: IT Index May Fall on Monday*

*Why?*

*Fed Rate Cut Concerns:*

The U.S. Federal Reserve recently cut rates, but bond yields went up instead of falling.

*Fed Chairman's Comment:*

Jerome Powell said the U.S. economy is strong, with good growth, a strong job market, and inflation above 2%. 

Because of this, he hinted that *more rate cuts might not be needed soon*.

*What will happen?*

1. Gilt investments may give lower returns.

2. IT stocks might perform slower.

3. Gold returns may slow down.

4. The dollar is likely to stay strong or go higher.

5. Foreign investors might continue to pull out or stay cautious.

*What should we do?*

1. Buy consumption theme.

2. Use the dip to average IT investments.

3. Look at semiconductor stocks (possible boost from U.S. policies).

4. Slow down gilt investments.

5. Plan to buy more if Nifty drops further.

Let's stay prepared for the cycle to turn around next year!

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