🌍 World Bank lowers global GDP forecast

🔻 Negatively Impacted Shares (Due to Global GDP Slowdown): IT Services Companies like

, , , and may face slower revenue growth due to reduced technology budgets in the US and Europe. Pharmaceuticals (Generics Focused) , , and could be impacted due to weaker export demand from regulated markets like the US and EU. Textiles & Apparel Companies such as , , and may see order slowdowns as global retail demand contracts. Specialty Chemicals and might be hurt by slowing global industrial output, leading to reduced bulk chemical demand. Engineering & Capital Goods , Thermax, and may face delayed orders from global infrastructure and capex projects, especially from Europe and the Middle East. Auto Exporters Bajaj Auto and Motherson Sumi could suffer due to lower demand for two-wheelers and auto components in export destinations. 🟢 Positively Insulated or Benefited Shares (Due to Strong Domestic Demand): FMCG (Fast-Moving Consumer Goods) Hindustan Unilever, Dabur, ITC, and Marico are expected to remain resilient due to stable rural and urban consumption, with minimal export dependency. Retail Banks HDFC Bank, ICICI Bank, and Axis Bank are likely to continue strong performance due to healthy domestic credit demand and minimal global exposure. Real Estate DLF, Godrej Properties, and Prestige Estates stand to benefit from lower interest rate expectations and rising urban housing demand. Infrastructure & Construction Companies like KNR Constructions, PNC Infra, and IRB Infra may gain from continued government spending on roads, railways, and urban infrastructure. Housing Finance Companies LIC Housing, HDFC Ltd, and Can Fin Homes could perform well as softer interest rates support home loans and buyer sentiment. Power & Utilities Tata Power, NTPC, and Power Grid are expected to stay strong