One sector where you are bullish
Do write a sentence about why & what's the unique insight.
In Indian context, it's absolutely going to be Electronics manufacturing / Infrastructure (especially Transportation) / Real estate related. All of these sectors are picking up steam due to China + 1 policy of various companies and friendshoring.
WolfgangMozart
Stealth
5 months ago
AI/ML - Not a unique insight. The year 2024-2025 is going to be all about AI/ML, so jump on that bandwagon ASAP.
Kamlesh
Stealth
5 months ago
Blockchains. Even the Indian govt is using it for record keeping, even if not regulating applications like crypto currencies and the whole market that has sprung up.
Public ledgers that can be beacons of truth in the age of misinformation, deepfakes and scams are extremely underrated still imo.
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Gojek
What do we think? JPow with the rate cuts is going to get us some nice returns hopefully 🤞
Loving how 2024 is looking actually. Getting rid of my cash position and all in on equity. Plus, locking in the good interest rates FDs. Not seeing lucrative returns on FDs till the next quantitative tightening now. Godspeed! Time to make some 💰
India's Nifty 50 and Sensex are on course to log the longest joint weekly winning streak in nearly six years
https://in.tradingview.com/news/reuters.com,2023:newsml_L4N3DA1AI:0-powell-s-rate-remarks-a-christmas-gift-to-global-markets-jefferies-chris-wood/