The fateful day of the stock market / 2 on Borjam coins for the stock market

According to Tejarat News, finally today is Monday, December 29, and the official meetings of the Borjam talks in Vienna will begin in a few hours. Many financial markets, including the stock market, are now in the hands of Vienna negotiators. But how the outcome of the negotiations can affect the stock market is an issue on which our experts have differing views.

Ali Sadeghian The stock market expert said: the outcome of the negotiations and, by its nature, determining the direction of the exchange rate will affect the market. But now, rising interest rates and fears of regulatory pricing policies have left the market in a state of disarray.

Sadeghian added: “In addition to the unbridled sale of government bonds, the lack of smart money entering the market and the lack of serious support from policy-making institutions also affect the market decline.” In my opinion, the market will not have a positive trend at the moment until the outcome of the negotiations and the exchange rate are determined.

سلمان Nasirzadeh“Given that our stock market is growing more on the basis of inflation expectations, if the market concludes that Borjam is moving forward, inflation expectations will decrease in the first place,” said the stock market expert.

According to Nasirzadeh, this gives a negative shock to assets that are in risky markets such as the capital market. Of course, industries such as the auto industry, banking groups, transportation, and so on are positively affected by this shock.

The stock market expert continued: “This issue has long-term effects such as economic market stability, reduction of money transfer costs, return on investment, reduction of transportation costs, reduction of discounts on export products and access to new markets that affect the economy as a whole.”

Is the sales atmosphere intensifying in the stock market?

Mohammad Mahdi Tithe The stock market expert also pointed out: If the government reaches a complete and comprehensive agreement, we will see a decrease in the free market exchange rate in the long run. Although this decrease is not so noticeable in Nima system, but for a while, it will create an emotional sales atmosphere in the capital market.

“As the business environment improves, the corporate profitability process will improve,” he said. In terms of macroeconomics, the government may shorten its contractionary policies a little after a comprehensive agreement, and this will increase the capital market ratio.

Message الیاس‌کردی“The stock market situation will not get worse, and bad things have happened to the stock market in the next few months,” said the stock market expert. In such circumstances, in my opinion, obtaining Borjam agreements will also benefit the stock market. Because it will open the way for many companies. Some export-oriented stock companies need to connect with other countries. It is possible for some companies to update their devices.

Noting that economic conditions have nothing to do with sanctions, he said: “The liquidity situation, the budget deficit, the issuance of bonds and ندارد have nothing to do with foreign policy.” Currently, the biggest pain of the capital market is the lack of public confidence due to ambiguities in government policy and decisions.

Peyman Hadadi“Currently, the stock market is affected by three important factors,” he said. On the other hand, the global market is declining. On the other hand, the Vienna talks are ahead. And the third point is that there is no good news about the new budget bill.

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