*Money Times Talk*
*5th April 2025*
₹
Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
Alert: Friday evening, China imposed 34% tariffs on the US, and due to this, on Friday night, the DOW was down 2,231 points, Nasdaq down 1,192 points and Gift Nifty down by 616 points. So, a big gap-down is possible in Indian markets on Monday. For the time being, in this panic/distress selling, concentrate in phases only on those stocks which sell their entire production in India, pay regular and good dividends, have big expansion plans due to good demand for their products in India and are still available at throwaway rates. Many good opportunities will appear in the meltdown. One needs to figure out which companies are not or less affected. US demand will be reduced, but Indian products will become more competitive. 2025 is going to see a slowdown everywhere. Due to the tariff war, for the time being, one should avoid export and import-oriented stocks.
As per astrology view, some important turning dates are 7, 11, 15, 17, 21 & 25th April 2025.
As per data, the S&P crashed over 10% in 2 days only the 4th time since 1952 (Oct '87, Nov '08, Mar '20, now Apr '25). World's 500 richest lost nearly $500 bn, US markets wiped out $10 tn since Trump took office. Dow at 38,200 just 1,000 pts from 52-week low. As per market grapevine, if broken, Dow may test 33,000–32,000 as Japan, EU & others may follow China in imposing tariffs on the US.
China to impose 34% tariffs on all US goods from 10th April, along with export curbs on seven rare earth items, triggering fears of deeper global slowdown and escalating trade war—sentiment dampener for export/import-oriented stocks.
FUTURES: DOW -1200, NASDAQ 100 – 618, S&P – 165, Europe Markets, FTSE 100 -335, FTSE 250 -679, CAC – 321, DAX – 1090.
Nasdaq 100 futures crashed over 700 points and oil fell 14% in 2 days after China imposed 34% tariffs on all US imports. As per market veteran, the trade war now looks worse than the worst-case scenario, and no signs of capitulation yet.
Post India market close, China announced 34% tariffs on all US goods from 10th April, triggering a global meltdown—within 15 mins, Dow futures fell from -350 to -1350, Nasdaq -725, S&P -199, DAX -1133 and Gift Nifty crashed 455 points to 22,503. As per market veteran, a Black Monday is now certain with rising panic across the board.
Since Trump took office in Jan 2025, the 10Y yield slipped from 4.79% to 4.17%, while 2Y fell to 3.77%—a sharp move signaling cheaper refinancing ahead of Rs. 36.5T debt with Rs. 9T due; as per market veteran, while focus remains on tariffs, the real story is the quiet yield curve shift.
As per market veteran, Morningstar warns gold may crash up to 40% as the US plans to release massive reserves to counter global gold accumulation amid de-dollarization trends—investors should stay cautious on gold.
“I have read enough history to know that trade wars & tariffs war have never been good for anybody. It has never worked, never anywhere & Trump is making a serious mistake. Trump either does not know history or thinks he is smarter than history. I know he thinks he is smarter than history & I am afraid Trump is going to make things bad for all of us.” Jim Rogers.
As per market grapevine, since Trump took office in Jan 2025, the US 10Y yield slipped from 4.79% to 4.17% and 2Y to 3.77% enabling cheaper refinancing of $9T debt due out of $36.5T. While focus remains on tariffs, the sharp yield curve shift is the real game-changer.
As per market grapevine, Trump’s tariff strategy is a calculated macro play—not just about China, but about controlling yields to refinance $7.2T debt issued at lo
*5th April 2025*
₹
Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
Alert: Friday evening, China imposed 34% tariffs on the US, and due to this, on Friday night, the DOW was down 2,231 points, Nasdaq down 1,192 points and Gift Nifty down by 616 points. So, a big gap-down is possible in Indian markets on Monday. For the time being, in this panic/distress selling, concentrate in phases only on those stocks which sell their entire production in India, pay regular and good dividends, have big expansion plans due to good demand for their products in India and are still available at throwaway rates. Many good opportunities will appear in the meltdown. One needs to figure out which companies are not or less affected. US demand will be reduced, but Indian products will become more competitive. 2025 is going to see a slowdown everywhere. Due to the tariff war, for the time being, one should avoid export and import-oriented stocks.
As per astrology view, some important turning dates are 7, 11, 15, 17, 21 & 25th April 2025.
As per data, the S&P crashed over 10% in 2 days only the 4th time since 1952 (Oct '87, Nov '08, Mar '20, now Apr '25). World's 500 richest lost nearly $500 bn, US markets wiped out $10 tn since Trump took office. Dow at 38,200 just 1,000 pts from 52-week low. As per market grapevine, if broken, Dow may test 33,000–32,000 as Japan, EU & others may follow China in imposing tariffs on the US.
China to impose 34% tariffs on all US goods from 10th April, along with export curbs on seven rare earth items, triggering fears of deeper global slowdown and escalating trade war—sentiment dampener for export/import-oriented stocks.
FUTURES: DOW -1200, NASDAQ 100 – 618, S&P – 165, Europe Markets, FTSE 100 -335, FTSE 250 -679, CAC – 321, DAX – 1090.
Nasdaq 100 futures crashed over 700 points and oil fell 14% in 2 days after China imposed 34% tariffs on all US imports. As per market veteran, the trade war now looks worse than the worst-case scenario, and no signs of capitulation yet.
Post India market close, China announced 34% tariffs on all US goods from 10th April, triggering a global meltdown—within 15 mins, Dow futures fell from -350 to -1350, Nasdaq -725, S&P -199, DAX -1133 and Gift Nifty crashed 455 points to 22,503. As per market veteran, a Black Monday is now certain with rising panic across the board.
Since Trump took office in Jan 2025, the 10Y yield slipped from 4.79% to 4.17%, while 2Y fell to 3.77%—a sharp move signaling cheaper refinancing ahead of Rs. 36.5T debt with Rs. 9T due; as per market veteran, while focus remains on tariffs, the real story is the quiet yield curve shift.
As per market veteran, Morningstar warns gold may crash up to 40% as the US plans to release massive reserves to counter global gold accumulation amid de-dollarization trends—investors should stay cautious on gold.
“I have read enough history to know that trade wars & tariffs war have never been good for anybody. It has never worked, never anywhere & Trump is making a serious mistake. Trump either does not know history or thinks he is smarter than history. I know he thinks he is smarter than history & I am afraid Trump is going to make things bad for all of us.” Jim Rogers.
As per market grapevine, since Trump took office in Jan 2025, the US 10Y yield slipped from 4.79% to 4.17% and 2Y to 3.77% enabling cheaper refinancing of $9T debt due out of $36.5T. While focus remains on tariffs, the sharp yield curve shift is the real game-changer.
As per market grapevine, Trump’s tariff strategy is a calculated macro play—not just about China, but about controlling yields to refinance $7.2T debt issued at lo