What’s happening?

Hey fam, how’s it going??? Given the exit poll flipping and not enough visible strength panning out for NDA, it will be difficult for the ruling party to work on reforms, pass bills and policy continuity as there will be strong opposition pushbacks. The entire modi stock play across psu banks, infra, power, railways, adani stocks, etc seem to have corrected deeply which were rallying based on exit polls. A lot of them are circuit down. I feel it’s better to hold on to cash reserves and see if NDA atleast secures 300+. If NDA come to power with strong opposition, how do you think the modi stocks will pan out? Do you all think they will still be strong bets in modi 3.0?

Following wester consumerism blindly is the reason when most DINK couple decides not to have kids. The age old colonial term of "civilising the brown is white man's responsiblity". Let me burst this bubble of ever happy life and not having dependency of kids,they are not investment,etc etc. I wont highlight if its right or wrong here for it lots of post are there. I better highlight what will happen after next 20 30 years as I can learn from west(USA) lifestyle pattern. All these people have kept most of their money in *paper* assets like PF,Bank FD,stocks. Reason for highlighting the word paper will see. As the number of oldies will increase over youngsters. Govt will need more youngsters as economy is worked upon by them. No loan takers,no new consumers. What will happen stock prices will fall,same goes for bank interest ,in worst case you wont be ablw to withdraw your principal even(happening in australia, people have to inform why they are withdarwing cash to bankers). Next for pf: when ww contribute to PF we pay foe the payback of current retired generation or basically we are paying their debt. But due to lack of youngster no one will pay your debt so forget your PF as well. This is how your money bubble of Crores will vanish. There is a term debt to gdp ratio, ever heard? Its the debt taken by govt from future generations to develop current lifestyle. Hence still govt need people to sustain and payback that debt so they will allow illegal immigrants ( what you are seeing in USA and Europe in name of "multicultralism"). And you know what? These rowdy immigrants will fill your city and you will become second class citizen why cause its democracy and majority rules. Noone will protect you leave alone police actually there is no one "left" to protect you( read statements of Canadian police regarding car thefts you will find similarities). Still oldies are there so new experimentation on assisted suicides(Canada is leading the way in current timeframe).

🇺🇸 President Biden proposes a 44.6% capital gains tax, the highest in history. The proposal also includes a 25% tax on unrealized gains for high-net-worth individuals. Indian markets - be prepared for the biggest rally of the decade 🔥🔥🔥🔥 HUGE POSITIVE FOR INDIAN MARKET

These days, I can't help but keep on thinking about post white collar labour economy and it's implication on our day to day life.... We can keep on dwelling in our wishful cocoon but fact remains that world is going to be vastly different in 4-5 years vis a viz today... In that scenario, let's us discuss some scenario : 1. What will be impact on rental yields of tier 1 cities and consequently what will be overall impact on Indian real estate 2. What would be impact on banking interest rates 3. Where will you park your money in that scenario : Gold, Indian Equity , Big Tech Equity , FD, Real estate or Cash.. My opinion : 1. As high paying jobs for majority of people diminishes, Rental yields of tier 1 cities will come down thereby directly impacting real estate. This will result in huge NPA by those people who have taken loans for 20-30 years period. This will eventually bankrupt real estate developers thereby making real estate deflationary. 2. We will begin to witness overall a deflationary society where cost of services like Education, software, finance etc will drastically reduce. Moreover due to high NPAs, banking interest rate will reduce. Home loans for tenure of 20-30 years will drastically reduce due to increased uncertainty. 3. Gold has historically been inflation proof asset. However will it still be a good asset to invest into in a deflationary society? What are things that will still hold value then? Don't you think current big techs will become East India Company of future indirectly controlling world's economy? I would love to know what do grapevine folks think about the same !

PAYTM Payments Bank essentially asked to shut shop. Afaik here are the few implications 1. Stock market will react in a bad way to them 2. Worst affected are going to be FasTag users who bought from PayTM. 3. No deposits / credits allowed in any account. Withdrawal is allowed. 4. UPI not allowed after Feb

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.

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?

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Indian stock market hits new highs: ->BJP-led NDA leads pre-poll surveys ->Strong global cues,ECB rate cut expectations ->FII buying activity ->Anticipated RBI rate cuts ->Broad-based rally in small/mid-cap stocks