
Hello LandMark - Industrial
June 11, 2025 at 05:30 AM
*Sensex Sinks Over 1,200 Points as Trump Spooks Dalal Street Bulls*
Indian equity markets witnessed a sharp sell-off as the BSE Sensex plunged over 1,200 points, spooked by global jitters following Donald Trump’s return to the White House and renewed concerns over protectionist trade policies. The benchmark index closed at a 7-month low, while the Nifty50 also slumped by nearly 350 points, reflecting widespread investor anxiety.
The market reaction comes amid speculation that a second Trump administration could bring back aggressive tariff regimes, stricter immigration controls, and a tough stance on outsourcing, all of which hold direct implications for Indian exporters, particularly in the IT, pharma, and textile sectors. These concerns were amplified by a sharp spike in the US dollar index and bond yields, leading to foreign institutional investor (FII) outflows from emerging markets.
Heavyweights like TCS, Infosys, Reliance Industries, and HDFC Bank were among the top losers on the Sensex, dragging the index deep into the red. Analysts said risk-off sentiment dominated trading as investors sought safe-haven assets, fearing policy unpredictability under Trump’s leadership.
Market breadth was extremely negative, with broader indices and midcaps also seeing heavy selling. Sectors most exposed to US policies, such as IT, metals, and auto, were hit hardest, while defensives like FMCG and pharma limited the downside.
Experts believe the correction may not be over, with volatility likely to persist as global investors reassess geopolitical and trade risks. Domestic concerns, including inflation pressures, rupee weakness, and cautious corporate guidance, added to the bearish tone.
While long-term fundamentals remain intact, analysts advise caution in the short term and recommend a focus on quality stocks and defensive plays until policy clarity emerges. For now, Dalal Street bulls appear rattled, watching closely as Trump’s return reshapes market dynamics across the globe.
