NIFTY, S&P 500 are Bleeding | All about US PMI Data to Trump Tariffs | CA Rachana Ranade

"Trumps proposal tariff in simple words it's nothing but tit for tat what has he mentioned that he has It mentioned that we will impose these tariffs from April so they are yet to impose them I mean it is yet to be started it is going to be starting from the month of April and according to a Citi research report it is mentioned that this could potentially lead to losses of $7 billion annually for the Indian economy"

"since October, India has lost a market capitalisation of almost $1 trillion and in the same time frame that is from October 2024 till date China has gained a market capitalisation of almost $2 trillion"

"Indian allocations are right now at a two year low"

"so there could be a chance that some where they will stop selling and some where the allocation Again may shift from China to India"

"in the year 2025 itself they have sold more than ₹ lakh crores or ₹ trillion of Indian equity sold"

"I see barely the last 3 or 4 per fall should be remaining post which we should start seeing some sort of recovery"

"time wise correction we are in a classic time Wise correction right now we are taking time to fall like we saw that where we had begun the video right that when there were five consecutive months of back to back closing in red we had fallen by 20 to 30 percent and what not right now we have fallen only we have to say only by 14 percent in five months and that again a classic example of time wise correction"

"this would happen after 1996 so is this something which is comparative unusual answer is obviously yes right but there is one point that you can see here look at the percentage fall the highest was 31.4 barring this fall the low the lowest is 21.8 and right now we are at good age on this article of ET it is at 11.7 but as I shoot the video it is a shade more than 14"

"This is SNP global flash yes PAI Okay very clearly they have mentioned what is the heading output growth falters so growth somehow questionable payrolls decline so payrolls is basically the payment and overall employees Okay that is declining in February as optimism slumps and costs rise ohho four problems is what they are mentioning this is a data which is collected from 10th to 20th of February Okay"

"flash US PMI composite output that fell from 50 fell from 52.7 in January to 50.4 in February and this is a 17 month low"

"manufacturing output has increased good from what to what let's see here manufacturing output is in fact at an 11 month high 53.8 versus 51.8 so is there a problem in manufacturing no no problem in manufacturing"

"services 25 month low from 52.9 to 49.6 and as I mention anything below 50 it's bad it signals growth"

"this stagnation combined with inflation can lead to something called stagflation and it is not a very good sign of course this is very early to see that in the US enter stagflation"

"for manufacturing input prices you can see this blue color okay input prices just have a look at this sharp increase again a sharp increase so input Increasing input prices are increasing why inflation Okay"

"what about manufacturing output prices in yellow they are not increasing as sharply as input so what will happen there are their input costs are increasing but they are not able to pass that on to their customers what will this lead to this will lead to shrinking margins"

"same thing is with service input costs purple line is it increasing yes and service price charged oh they are declining so now will this also lead to overall shrinking of the margins in service sector also absolutely yes"

"all these things combined with what wide spread concerns about the impact of federal government policies ranging from spending cuts tariffs spending cuts to tariffs and geopolitical developments all these are in fact bringing in more and more pressure on the US economy"

"these states that there could be a rather problematic situation in the calendar year 2025"