Market ATH

We all know that majority of analysts and experts are optimistic of Indian Economy. It will be going to be the 10 trillion dollar economy by 2030 as per most. So we can make good amount of money in long term ( 15-20 years ). I am also investing in stock market ( majorly in index funds and self analysed stocks ). Also seeing current developments myself too optimistic about this. Prediction is if BJP wins this election will boost the market. But my concern is what if BJP have done huge scam internally which is unknown due to huge control over government currently. And what if that scam bubble break one day. Isn’t this going to make our long term investment to go negative and loose most investments. Even though I have soft corner on BJP, by seeing only ED raids on non-bjp politicians, if non-bjp person joins BJP his scams are waived off. I think this might have given huge advantage to some cunning MLAs and MPs of bjp and they might have done huge scams and one day it may break. It’s my thoughts. What all you think? Is there any scam bubble in progress?

As we bid farewell to the challenges of the past, let's delve into why 2024 is poised to be a game-changer for the Indian Startups! 🚀 In 2020, the world weathered the storm of COVID, followed by unprecedented quantitative easing. We then saw that in 2021 the bull run came soaring. Investors, fueled by the appetite for riskier assets led to a funding boom for startups as salaries soared. Fast forward to 2022, and the music is about to stop. The realization that the Fed would hike rates to curb inflation means that funding is about to dry up as big money will be invested away into debt/T-Bills. Though demand remained robust, the stock market felt the impact as JPow raised the interest rates. Late 2022 and 2023 saw the tech landscape experiencing layoffs, and startups facing significant headwinds. It’s a wonder if anyone raised this year. But here's the twist—2024 looks brighter. The stock markets have rebounded to all-time highs, signaling that things may be on the rise. Despite geopolitical tensions in Ukraine and Iraq, the macro outlook for India shines bright. For Indian Startups? VC Funding is still here to stay. So keep your heads down and keep building. From what I am hearing, it is set to make a roaring comeback. There is now significant rationality in the funding ecosystem leading to realistic valuations. However, this revival will come with a plot twist. Newer companies, fueled by fresh funding, are set to rise, while most of the lofty valuations of those who raised in 2021 are about to crash and burn. So buckle up folks. Let’s see where it takes us. What do you think? 🤔

Hi All, If you have any particular stocks in mind which could go up after the election results. Please share. Note: I know that we should not blindly trust speculations but I have left trading stocks a long time ago. I know prices fluctuate very much after the elections, so just wanted to know the stocks which you are positive about.

Goldman Sachs has predicted dual digit growth for Indian top indices for next FY. Reasons are like... 1. Strong fundamentals 2. Stability at government level 3. Fed rate cut 4. Banks, auto and industrial firms doing exceedingly well. 5. Cyclical growth after usa and India elections 6. Dollar depreciation 7. Lower cad at 1.3% 8. GDP growth at 7+% What do u think guys? Markets will again beat FD???

- Central Banks have almost achieved their objective of controlling inflation through tightened monetary policy. Though the CPI is inching lower, asset inflation is resurfacing through stock prices and real estate. - Many listed companies that came out with the quarterly numbers are nothing good to talk about. Growth and profits are subdued and for small and mid caps the numbers are decimated but the stocks are still trading at a historical premium. - Analysts will once again start downgrading the earnings forecast and that will start the downward momentum. Once again people will undergo the "Flight to Quality" effect. - No of Bankruptcies is steadily increasing - No of Job openings are trending lower - Most of the US listed firms that have borrowed at a lower interest rate in 2021 are coming up for renewals this year. By the time they refinance, they will be doing it at a higher interest rate which will impact their PAT as a result their EPS estimates will take a biting. - Gold looks attractive from a market cycle standpoint. My Recommendation: - Have an emergency fund for at least 6 to 9 months to cover your expenses. - Exit overvalued small and microcaps stocks. Move to a reasonably valued large cap. - Have health insurance for you and your dependents. - Move out of small cap mutual funds and have some allocation to debt funds. Let me know your thoughts. I hope 2025 turns out better.

My view on the Stock market in 2024 :- Market will rise till March - April 2024 Nifty 23-24k, then will fall, the fall depends on election results If BJP wins which market is expecting then still the market will fall by 10-15% (Nifty 20-21000) because of buy on rumor and sell on news behavior. If congress wins then the market may fall by 20-25%(Nifty 18-19000) because of the discontinuity of the current government. Then the market will start recovery by September. What do you guys think ?

- India's Nifty 50 index rose to record highs on Monday, driven by strong performance in the IT sector. - The NSE Nifty 50 climbed 0.4% to a record high of 24,598, while the S&P BSE Sensex added 0.2% to 80,654 points. - Strong buying in IT stocks, particularly after TCS's positive results, provided a significant boost to the market. - HCLTech saw a 3.5% rise in shares after reporting increased revenue and growth projections for the ongoing quarter. - Indian IT companies have benefited from expectations of a U.S. rate cut, with the odds of a 25 basis point cut rising to 90%. Source: Reuters

This is a piece from Business Standard. Growth in Profit this quarter is the slowest in the last 3 Years for Early bird 200+ companies. This either can be an anomaly or we need to show good numbers in subsequent quarters. PE Expansion has happened, Price has run up a lot Now Earnings has to catch up. This has got nothing to do with the short term. But this surely can determine what can happen in the next 12-18 months. If growth remains declining, stock prices will start appearing expensive which will lead to lower demand in the market. Very important 2,3 quarters ahead.