Nifty & Sensex to grow in dual digit next FY.

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?

Are we buying more or getting out before it goes bust?

I think we are heading up. I can't see any sector that can pull the market down. We are in an uptrend and unless 21200 breaks on Nifty, we will remain in uptrend. Global cues are fine as well. The US market is undergoing a pullback and it should be contained around 4-6%. Coming back to our indices. Oil, Energy , PSU remains the strongest. Metals, IT are in good structure. Realty, Infra are also doing the right thing. Auto remains the consistent outperformer First Maruti and yesterday M&M broke out. The problem area was Nifty Bank and it has started to do the right thing. SBI cannot lead NB higher HDFC, Kotak needs to chip in now. NB is a Beast. If it starts finding its feet, a much higher level will come for Nifty. I have been booking profit for the last 2,3 weeks and have raised 40% cash. Now i have started deploying it. I have picked up 5 names from this list. https://share.gvine.app/Hn9vxKmr86PkqJmx5 I have a few other stocks on my radar. I want to build new positions for eg.in M&M. But i will wait it out. I am not going to chase any kind of breakout. I want a pullback that will shake a lot of people and then I will get in. If stocks want to just fly, I'll let it fly, I won't chase anything. I want odds on my money at this stage. I also picked up Nifty Futures yesterday, a lot of people will find it difficult to build newer positions atm as the market is stretched and rightly so, it is stretched. But the best of the rally happens in the stretched Market. I don't mind if i am wrong. I have my stop losses and risk management rules to protect me. I follow a certain process and i will keep following it. Lets go to the moooon 🚀🚀

Both indexes began diverging sometime close to when Fed started to aggressively hike rates. It appears that the post-COVID rally was more favourable to the S&P but NIFTY is currently outperforming on absolute returns. My idea is fundamentally simple. Financial prudence during the raging recovery paid off for us, the economy appears resilient and poised to do well in the near to mid-term. It also reflects that markets are pricing recessionary risk very differently to both markets. Any ideas by others?

Had a chat with a legendary soonicorn founder yesterday evening and his take was that we are definitely not getting another bull run this decade. I obviously think more optimistically and hopefully things will look up soon. What do you all think about this tho?

Have a couple of lakhs to invest lump sump in some stock. What are your picks and rationale behind that? PS: Have some MFs as well but don't want to go there right now. Need some good stock ideas for long term (hence no large caps). I prefer those who have decent business prospects but even more important is the price they're available at.

Hi folks, Personally, I thought I should invest in the index fund. Because, I don't want to take the risk with this amount. But I would still like to know 2 things - 1. Is the index fund fine? 2. Is it the right time to invest in lumpsum Or should I do an SIP of 20k? Any help would be appreciated. Thanks in advance :)

- 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.