When it comes to predicting the future direction of equity markets, I have an uncanny habit of invariably ending up at the opposite end of what is the prevailing consensus. Back in early Jun’24, when institutional and retail investors alike were gearing up for a multi-year bull run in equity markets on the back of a favorable general election results, I was amongst the few to unambiguously predict that any post-election rally in stocks will start to fizzle out in a matter of weeks, once bad news related to a weakening US economy starts to mount. And here we are - exactly 9 weeks since I laid out my above-mentioned prediction, and the post-election rally seems to have all but evaporated, and the narrative of a multi-year bull run has very quickly given way to a more pessimistic outlook. And yet again, I find myself at the opposite end of the consensus view prevailing right now! And that’s because I strongly believe the on-going pullback in stocks is temporary, that we will see a strong resumption in the rally that was on until very recently, and that the resumption will very likely coincide with the Fed starting to cut rates in September.
Thanks for your insights @IndraanilGuha! Could you also make a video regarding some of the best learning resources, book, trainings etc. that you have come across e.g. Wyckoff, Elliot waves or anything you find that works best? Thanks in advance! Keep up the great work!
Sir, I have to tell you that your content is so rich which speaks for itself, you don't need that F words in ur thumbnail to draw audience. Once again thanks for great content keep it coming.
I remember 2nd June video, so this was just a recap. Since then, I'm waiting for 2 rate cuts before cutting my position. I believed in his logic back then, and even now. Thank you! Little bit of well deserved chest-thumping as well though. This time in his video, he didn't thank subscribers as always at start, but does at last.
Markets are very efficient now. They do not play these false signals. A 50 bps cut means that US is falling into deep recession and that simply means carry trades will unwind more rapidly as there is no point investing into a market which is falling into deep recession. This will remove all the leverage from the market and these days these kind of things just happen in days unlike 2000s when this used to take months to play out!
@@sandydudy9 if its a 25 bps cut that means fed has everything in control and they will slowly reduce the interest rate. A 50 bps cut means fed is lagging behind and is too late to cut interest rates and now in a hurry. Such things are not taken lightly by the market analysts. For us its an interest of .25. At the level of feb every bps matters a big thing
Your 02 June analysis & predictions were really good. Today's analysis and predictions ARE very much in sync with the Prevailing Narrative/Consensus TODAY. What you are referring to as 'prevailing consensus' of US recession, Yen carry trade, Pullback in India worsening" is old news from YESTERDAY. Even retail investors know that already.
My Doctor friend told, "till FED won't cut rates equity markets won't perform". Well that is enough to believe rate cut will bring in 20-30% market rally, everywhere GREEN . . . Wrap up and exit positions. Fingers crossed 100% invested !! I think 20-30% rally in Nifty, let us see.
Thanks for your insights @IndraanilGuha!!! Could you also make a video regarding some of the best learning resources, book, trainings etc. that you have come across e.g. Wyckoff, Elliot waves or anything you find that works best? Thanks in advance! Keep up the great work!
Been following you from April, got great insights related to the macro events affecting markets. Your videos carry in depth analysis. Keep making more such videos👍❤❤❤
16:04 Hi Indraanil, most USA stock analysts are already mentioned that fed cut will mark beginning of stock market crash , it's almost tribal knowledge in US, since people are more informed now I doubt we will see rally after first cut and instead straight market crash, please share your opinions
Thank you, sir, for the informative video; your prediction was spot on! Sir, in your next video, could you discuss investment slabs based on PE for nifty-next 50, mid-cap, and small-cap indices as you did for nifty 50?
Great analysis, as always. But in my humble opinion and with limited knowledge, I think the US might not lower the interest rate in September as job data is better now. Also, the recent fall seems to be because of the yen carry trade.
You were dead right ....... It was a logical prediction........ I truly believe, these types of videos are rare in TH-cam Sir please do post that class of economical analysis....it helps us to build our knowledge
you are doing a good job with informative videos. Keep your work going. Do not get down to sensationalist headlines. You will get your viewership without resorting to cheap headlines like in this video
Apologies if it hurt your sensibilities, but the intent here is NOT to resort to sensationalism by using what you call a "cheap" heading. Instead BTFD is a popular acronym used around the world in market circles to refer to buying opportunities created by flash crashes that are likely to pave for a quick recovery soon thereafter! You can google "BTFD meaning" yourself to check!
Very informative. Interest Rate Cuts will also drive inflationary bull rallies to all time highs initially before again fizzling out. But this time, it looks as though investors might generally be better prepared, thanks to better awareness. Interesting yet dangerous times ahead
Got a lot of perspective from all of your views. Believe me when I say it actually made me see things the way it should be rather than relying on daily clutter
Thanks for update Mr.Guha.....people will evolve with experience so does strategy... So investors need to take call depending on their risk appetite....n logic..
Amazing recap from 2nd June and congrats on predicting this correctly thus far! How about the Reverse Repo position and the yield curve - do they matter now or will they hit the target before fed rate cuts
keeping track from your first video... kudos to you for your research intense content. will be glad if market follow up video is made at least every week
This time any huge event or huge market crash will be the penultimate test of retail investors and I guess this time retail investors will prove everyone wrong and a crash of not more than 20% will occur in our Indian markets at any given point of time. As retail investors will invest after every 5% correction in stage wise manners. As education and understanding of the market has increased and this generation has a lot more material in their hands as compared to earlier and they have risk taking capabilities but only if they invest and stay away from speculation i.e. F&O
Hi Sir, Thanks for yet another great video to emphasize your thesis. I have couple of questions, would be good if you clarify. 1- During last two US recession induced correction, our markets rely largely on FII money whereas now have domestic liquidity. Will it have any impact and if yes how much? 2- Can yoy provide your commentry on how gold performed during the recessions historically? Thanks!
Already Subscried, long time ago. Thanks for being back. I was absolutely certain that this on going correction is not a Crash. It was just an excuse for Big Players to wriggle Stocks out from Reatail Investors, before the final push. And yes, of course.. Winter is Coming and we will buy in Bulk, but Not Yet...Not yet.
Even now, I hear lot of people and analysts saying that India will not be affected much. The nifty dip could be max of 20% and remain low for few days because India story is, strong, FII will pump in money into our equity market taking nifty higher. Whats your view & prediction? What should retail investors do now??
Very Good Question! The Nifty 50's Price-to-Earnings (P/E) ratio currently stands at 23. Given historical trends, even in severe market downturns like the one experienced during the COVID-19 pandemic, the Nifty P/E ratio only dropped to a low of 19. This historical floor suggests a level of resilience in the market. Therefore, even if the Nifty 50 experiences a significant correction in January 2025, the decline is unlikely to exceed 20%. This projection is based on the assumption that the P/E ratio would not fall below the previous low of 19, providing a buffer against more extreme losses.
THANKS A LOT FOR VALUABLE CONTENTS DELIVERED. FALL OF NIFTY 50 IN 2008 & 2020 WERW DUE TO LEHMAN CRISIS & COVID RESPECTIVELY. 1ST FALL DUE TO US FINANCIAL REASON AND 2ND WAS DUE TO UNFORESEEN REASON. ARE SUCH REASONS MERELY COINCIDENTAL OR INSTRUMENTAL RESPONSIBLE FOR FALL IN EQUITY MARKETS SIR? OR REAL REASON FOR FALL WAS CUT IN FED RATE AS EXPLAINED BY YOU SIR? PLEASE COMMENT AND OBLIGE.
I feel 1989 Japanese and 1999 tech bubble burst. Our nifty may fall like that.. for years. Because if market goes down there will be more problems in appear. Automobile sales went down comparing yoy. Loan growth also. This is a clear signal.
No sign of U.S. recession in freight demand, CEO of shipping giant Maersk says, the market is slightly over priced so this kind of correction is inevitable so at this point i would stay invested until nifty 50 reach 25500.
In 2000-01 when fed funds rate was cut, the market was already down almost 30% and declined further by 20%. For the other two data points in your video yes the market rallied before falling. Is it really so easy to time entries and exits based on these events?
Before the post election rally, and when the original video was aired - June 2nd, Nifty was at 22500, it's now around 24000... So still 1500 points above the crash predicted levels. Am not saying that there couldn't be a fall, there could be a fall to levels below 20000 or 19000 even... But predicting the top or timing the fall is not going to be possible.
I am big fan of your analysis but with all due respect, all this analysis data should be at disposal of Fed and other economists the why would they not learn from their mistakes made in past? And does necessarily impact Indian stock markets considering the fact inflow of SIP has significantly changed? Love to understand your perspective on this.
sir i have a question, this time situation is totally different as compared to 2008 crisis , this time increased number of traders and also people , dii and HNI are waiting for a fall or can say waiting for correction... so this time also possible that indian market will get affected same as 2008?? also what will be the impact on markets of USA of upcoming elections?
Wah guruji kya sundar visleshan diya hai. I mear to say that what a brillent future prediction with exilent facts to support your points. Mai tov aapka anugrahi ho gaya ki aapne is nakaratmak share market crash me kya sundar spast rai di hai ki. (As i could understand ) That last leg of this bull run is still left due to fed rate cute till the real ression and real market correction will start in U. S. Vah Guruji❤
Sir i am ur subscriber....i learned a lot from ur videos,....i have a question ...u told if fed balance sheet grows by 15 percent or more than previous year we will make a sip in that month....but suppose in any month nifty pe is between 18 -28 and in that month fed balance sheet in between 0-14 percent growth or negative percent growth than previous year will i make a sip in that month or not?
Extra ordinary & timely content indranil sir;; i think this time people r aware of the implications of rate cut & following recession bcz of exposure to digital media which was not present earlier ; SO dont you think like last occasion the euphoria of interest rate cut may last only for few weeks & not months this time ;; Every one ll try get out early which ll fizzle the chance of a big rally ( 45%;; 13% earlier)) ;; Do u agree sir?
I accept your view in the past. But i am having a doubt about the situation is not same... At old time we had savings... Now there are no savings.. DII is holding up the market like anything. I think the impact will be much lesser this time. May be us hits 40% correct we will go into 20%. I am not sure how it is going to affect us in future
Will post a video on the same soon... as such, there is no change in my view... I continue to stay bullish about equity markets for now, and intend to use any pullback we get in markets to up the equity allocation in my and client portfolios
Sir, I have highly reliable information suggesting that the market is poised for a significant downturn this Diwali. Do you anticipate this being a short-term correction of around 10%, or could it be a more substantial decline that warrants serious concern?
When it comes to predicting the future direction of equity markets, I have an uncanny habit of invariably ending up at the opposite end of what is the prevailing consensus. Back in early Jun’24, when institutional and retail investors alike were gearing up for a multi-year bull run in equity markets on the back of a favorable general election results, I was amongst the few to unambiguously predict that any post-election rally in stocks will start to fizzle out in a matter of weeks, once bad news related to a weakening US economy starts to mount. And here we are - exactly 9 weeks since I laid out my above-mentioned prediction, and the post-election rally seems to have all but evaporated, and the narrative of a multi-year bull run has very quickly given way to a more pessimistic outlook. And yet again, I find myself at the opposite end of the consensus view prevailing right now! And that’s because I strongly believe the on-going pullback in stocks is temporary, that we will see a strong resumption in the rally that was on until very recently, and that the resumption will very likely coincide with the Fed starting to cut rates in September.
if youre that good predicting markets why youre not a billionaire yet.
Thanks for your insights @IndraanilGuha! Could you also make a video regarding some of the best learning resources, book, trainings etc. that you have come across e.g. Wyckoff, Elliot waves or anything you find that works best? Thanks in advance! Keep up the great work!
Thanks a lot for your updates sir.
In view of the very fluid global markets & geo-political scenario please release the video advices more frequently
But sir when we notice things they don't take place. Don't u think that this rate cut will not induce any rally in market, but a crash or slowdown.
Sir, I have to tell you that your content is so rich which speaks for itself, you don't need that F words in ur thumbnail to draw audience. Once again thanks for great content keep it coming.
F word is for we stupids ,who consider it cool western concept
I am truly agreed...crude will go to lowest in coming month...to 15...means market will collapse in coming months
I remember 2nd June video, so this was just a recap. Since then, I'm waiting for 2 rate cuts before cutting my position. I believed in his logic back then, and even now. Thank you!
Little bit of well deserved chest-thumping as well though.
This time in his video, he didn't thank subscribers as always at start, but does at last.
I was waiting too, finnally cut down by 70% in mf. Thinking of investing directly in shares may be 20% for short term for the last expected rally
Sir, its a very good content. Can you also make vedios on strategy to exit market after rate cuts. Thanks for sharing your knowledge.
Will share my thoughts about the same after the start of rate cuts
Yes but after rate cut it will only take 1-1.5 month to start with correction or actually crash but doing wait for the catch the peak. 👍🏻
Your stock value is increasing day by day and is still extremely undervalued …
Analytical skill at it's best
Clear confident cautious extrapolation
Kudos to you sir
Was expecting your video anytime.. Here you go.. Thank you. Keep posting.
Many thanks... Glad you liked the video
Markets are very efficient now. They do not play these false signals.
A 50 bps cut means that US is falling into deep recession and that simply means carry trades will unwind more rapidly as there is no point investing into a market which is falling into deep recession. This will remove all the leverage from the market and these days these kind of things just happen in days unlike 2000s when this used to take months to play out!
No it means fed is going to avert and avoid recession. That's how it is taken,not the other way which you are saying
Partially true, even the situation in 2020 was the same as it is now, so no much difference.
Thank you for sharing your insights. Will make me take an informed decision
@@sandydudy9 if its a 25 bps cut that means fed has everything in control and they will slowly reduce the interest rate. A 50 bps cut means fed is lagging behind and is too late to cut interest rates and now in a hurry.
Such things are not taken lightly by the market analysts. For us its an interest of .25. At the level of feb every bps matters a big thing
@@coldstone87 very true. My bet is that they believe they have control and therefore a 25bps reduction in September
I am following you from starting of 2024. And I am truly lucky I found your channel. Absolutely Amazing
Your 02 June analysis & predictions were really good. Today's analysis and predictions ARE very much in sync with the Prevailing Narrative/Consensus TODAY. What you are referring to as 'prevailing consensus' of US recession, Yen carry trade, Pullback in India worsening" is old news from YESTERDAY. Even retail investors know that already.
Awesome content. ❤ Data slaps hard in the face it is thoroughly enjoyed by me.. Thank u sir
Many thanks... Glad you liked the video
Sir, your content is logical and good. There is no need to dramatise the heading.
Many Thanks.. Glad you liked the content
My Doctor friend told, "till FED won't cut rates equity markets won't perform". Well that is enough to believe rate cut will bring in 20-30% market rally, everywhere GREEN . . . Wrap up and exit positions. Fingers crossed 100% invested !! I think 20-30% rally in Nifty, let us see.
Thanks for your insights @IndraanilGuha!!! Could you also make a video regarding some of the best learning resources, book, trainings etc. that you have come across e.g. Wyckoff, Elliot waves or anything you find that works best? Thanks in advance! Keep up the great work!
Thanks for giving such a high quality content free.
Been following you from April, got great insights related to the macro events affecting markets. Your videos carry in depth analysis. Keep making more such videos👍❤❤❤
Many thanks... glad you liked the content
Fed announcing rate cut in sept .you are right the bull rally last leg starts
16:04 Hi Indraanil, most USA stock analysts are already mentioned that fed cut will mark beginning of stock market crash , it's almost tribal knowledge in US, since people are more informed now I doubt we will see rally after first cut and instead straight market crash, please share your opinions
Crisp , Clear and to the point
Respect for your knowledge Indraanil Da
Thanks for posting this. Very helpful and informative as usual.
Many thanks... glad you liked the content
Thank you, sir, for the informative video; your prediction was spot on! Sir, in your next video, could you discuss investment slabs based on PE for nifty-next 50, mid-cap, and small-cap indices as you did for nifty 50?
Great analysis, as always. But in my humble opinion and with limited knowledge, I think the US might not lower the interest rate in September as job data is better now. Also, the recent fall seems to be because of the yen carry trade.
This is not a Nifty 50 crash sir...its just a dip compared to how much it has risen😊
You were dead right .......
It was a logical prediction........
I truly believe, these types of videos are rare in TH-cam
Sir please do post that class of economical analysis....it helps us to build our knowledge
I always welcome your video and eagerly wait for it. Respect your time, research and analytical skills related to the markets and guiding us 🙏🙏🙏
Many thanks... glad you liked the video
Thankyou sir. Amazing work !!
Sir thanks for sharing the updates .😊
Many thanks... glad you liked the content
Now that everyone would know this, it wont play out in our way i feel
Exactly my thoughts
Mr GUHA is back with a banger VEDIO.
👍👍
Very good analysis and I 💯% agree
Many thanks.. glad you liked the video
Sir, thanks for your hard work on analysis based on the facts🙏🏻
Many thanks... Glad you liked the video
Very good information
you are doing a good job with informative videos. Keep your work going. Do not get down to sensationalist headlines. You will get your viewership without resorting to cheap headlines like in this video
Apologies if it hurt your sensibilities, but the intent here is NOT to resort to sensationalism by using what you call a "cheap" heading. Instead BTFD is a popular acronym used around the world in market circles to refer to buying opportunities created by flash crashes that are likely to pave for a quick recovery soon thereafter! You can google "BTFD meaning" yourself to check!
Very good analysis. Always looking forward to your videos.
Many thanks... Glad you liked the video
Linear thinking…
to play fed rate cut long xau/$ or desi gold is substantially better than desi equities..for effs sake nifty50 is ~24pe
Very informative. Interest Rate Cuts will also drive inflationary bull rallies to all time highs initially before again fizzling out.
But this time, it looks as though investors might generally be better prepared, thanks to better awareness.
Interesting yet dangerous times ahead
Got a lot of perspective from all of your views. Believe me when I say it actually made me see things the way it should be rather than relying on daily clutter
Sir, can you please suggest some books to understand the cycles and nature of them.
Great video again.
You are spot on. Thanks for your great insights.🙏
Thank you Very Much Guha Sir for Valueble information ,Waiting for this from monday, Thanks again...
Many thanks... glad you liked the content
Thanks for update Mr.Guha.....people will evolve with experience so does strategy...
So investors need to take call depending on their risk appetite....n logic..
Many thanks... glad you liked the content
excellent!! Loved your content every time
As always very insightful.
Amazing recap from 2nd June and congrats on predicting this correctly thus far! How about the Reverse Repo position and the yield curve - do they matter now or will they hit the target before fed rate cuts
You're a blessing to us Sir 😊
keeping track from your first video...
kudos to you for your research intense content.
will be glad if market follow up video is made at least every week
This time any huge event or huge market crash will be the penultimate test of retail investors and I guess this time retail investors will prove everyone wrong and a crash of not more than 20% will occur in our Indian markets at any given point of time. As retail investors will invest after every 5% correction in stage wise manners. As education and understanding of the market has increased and this generation has a lot more material in their hands as compared to earlier and they have risk taking capabilities but only if they invest and stay away from speculation i.e. F&O
Hi Sir, Thanks for yet another great video to emphasize your thesis. I have couple of questions, would be good if you clarify.
1- During last two US recession induced correction, our markets rely largely on FII money whereas now have domestic liquidity. Will it have any impact and if yes how much?
2- Can yoy provide your commentry on how gold performed during the recessions historically?
Thanks!
Already Subscried, long time ago.
Thanks for being back. I was absolutely certain that this on going correction is not a Crash. It was just an excuse for Big Players to wriggle Stocks out from Reatail Investors, before the final push. And yes, of course.. Winter is Coming and we will buy in Bulk, but Not Yet...Not yet.
Correction happens he says?
Even now, I hear lot of people and analysts saying that India will not be affected much. The nifty dip could be max of 20% and remain low for few days because India story is, strong, FII will pump in money into our equity market taking nifty higher. Whats your view & prediction? What should retail investors do now??
Very Good Question!
The Nifty 50's Price-to-Earnings (P/E) ratio currently stands at 23. Given historical trends, even in severe market downturns like the one experienced during the COVID-19 pandemic, the Nifty P/E ratio only dropped to a low of 19. This historical floor suggests a level of resilience in the market.
Therefore, even if the Nifty 50 experiences a significant correction in January 2025, the decline is unlikely to exceed 20%. This projection is based on the assumption that the P/E ratio would not fall below the previous low of 19, providing a buffer against more extreme losses.
20% correction is good to buy according to valuation
1) don’t try to time the market . 2) don’t try to pick individual stocks (ETF). 3) avoid news, think very long term…. Market will only head high
Amazing content and knowledge.
Good work Mr.Guha
Many thanks... glad you liked the content
Mr. Guha. I just signed up as a member. Your content is very good.
Many thanks... glad you liked the content
Hi sir. How would you recommend to invest in gold? Strategy for the same.
Good research by u, great work by you
Many thanks... Glad you liked the video
THANKS A LOT FOR VALUABLE CONTENTS DELIVERED. FALL OF NIFTY 50 IN 2008 & 2020 WERW DUE TO LEHMAN CRISIS & COVID RESPECTIVELY. 1ST FALL DUE TO US FINANCIAL REASON AND 2ND WAS DUE TO UNFORESEEN REASON. ARE SUCH REASONS MERELY COINCIDENTAL OR INSTRUMENTAL RESPONSIBLE FOR FALL IN EQUITY MARKETS SIR? OR REAL REASON FOR FALL WAS CUT IN FED RATE AS EXPLAINED BY YOU SIR? PLEASE COMMENT AND OBLIGE.
I feel 1989 Japanese and 1999 tech bubble burst. Our nifty may fall like that.. for years. Because if market goes down there will be more problems in appear. Automobile sales went down comparing yoy. Loan growth also. This is a clear signal.
Your content is more logical and reliable.... Let us wait and validate in next few months...
Great content... Thanks...
Many thanks... Glad you liked the video
You are really great economist sir
Many thanks... glad you liked the video
How much correctly you expect? can you please make your view on it?
No sign of U.S. recession in freight demand, CEO of shipping giant Maersk says, the market is slightly over priced so this kind of correction is inevitable so at this point i would stay invested until nifty 50 reach 25500.
Bro has cracked economics, great content.
Many thanks... glad you liked the video
Great insights! 🎉
In 2000-01 when fed funds rate was cut, the market was already down almost 30% and declined further by 20%. For the other two data points in your video yes the market rallied before falling. Is it really so easy to time entries and exits based on these events?
Before the post election rally, and when the original video was aired - June 2nd, Nifty was at 22500, it's now around 24000... So still 1500 points above the crash predicted levels. Am not saying that there couldn't be a fall, there could be a fall to levels below 20000 or 19000 even... But predicting the top or timing the fall is not going to be possible.
sir your speech and hold is excellent but you very rare on air
Cristal clear ❤
Many thanks.. glad you liked the video
So till when Rally last after September rate cut , when we have to book profits
I am big fan of your analysis but with all due respect, all this analysis data should be at disposal of Fed and other economists the why would they not learn from their mistakes made in past? And does necessarily impact Indian stock markets considering the fact inflow of SIP has significantly changed? Love to understand your perspective on this.
The euphoria of consistent higher returns has helped SIP...once that fades then the SIP will stop and market will tank
Excellent analysis ❤
Are you saying that our markets are likely to go down inspite of various top companies doing well?
Amazing video sir 👏
Thank you 🎉
sir i have a question, this time situation is totally different as compared to 2008 crisis , this time increased number of traders and also people , dii and HNI are waiting for a fall or can say waiting for correction...
so this time also possible that indian market will get affected same as 2008??
also what will be the impact on markets of USA of upcoming elections?
Thanks Sir.
Brilliant and detailed analysis and predictions.
Many thanks... glad you liked the content
But fii is selling continuously and doesn't seem to invest even after rate cut 😢
Wah guruji kya sundar visleshan diya hai.
I mear to say that what a brillent future prediction with exilent facts to support your points.
Mai tov aapka anugrahi ho gaya ki aapne is nakaratmak share market crash me kya sundar spast rai di hai ki.
(As i could understand )
That last leg of this bull run is still left due to fed rate cute till the real ression and real market correction will start in U. S.
Vah Guruji❤
Sir i am ur subscriber....i learned a lot from ur videos,....i have a question ...u told if fed balance sheet grows by 15 percent or more than previous year we will make a sip in that month....but suppose in any month nifty pe is between 18 -28 and in that month fed balance sheet in between 0-14 percent growth or negative percent growth than previous year will i make a sip in that month or not?
Wait for my next video... it should be out in next couple of days.. I will be explaining this in that video
Awesome content!!
Thanks a lot for analysis
Whats the heading means bull up is temporary within 6 months crash coming?
Good work thankyou sir
Many thanks... Glad you liked the video
Your videos are more knowledgeable than your company website
I miss your "La(d)ies and Gentlemen" part. Please restart that phrase....
Thanks
Many many thanks for the extraordinary show of love and support... greatly appreciate the support!
Extra ordinary & timely content indranil sir;; i think this time people r aware of the implications of rate cut & following recession bcz of exposure to digital media which was not present earlier ; SO dont you think like last occasion the euphoria of interest rate cut may last only for few weeks & not months this time ;; Every one ll try get out early which ll fizzle the chance of a big rally ( 45%;; 13% earlier)) ;; Do u agree sir?
I think you left out black swan events and Iran Israel war
Very nice video sir
Many thanks... Glad you liked the video
Well done sir.
Great analysis
I accept your view in the past. But i am having a doubt about the situation is not same... At old time we had savings... Now there are no savings.. DII is holding up the market like anything. I think the impact will be much lesser this time. May be us hits 40% correct we will go into 20%. I am not sure how it is going to affect us in future
Thank you Indraanil ji, as always very useful and educational information. Great video!! Ohm naham shivay 🙏
Many thanks... glad you liked the video
Sir pls share current scenario with new video
Will post a video on the same soon... as such, there is no change in my view... I continue to stay bullish about equity markets for now, and intend to use any pullback we get in markets to up the equity allocation in my and client portfolios
YOU ARE GREAT 💯👌👍
Why not invest in gold and silver in such a scenario??
Pure facts based analysis .❤
Many thanks... glad you liked the video
Sir, I have highly reliable information suggesting that the market is poised for a significant downturn this Diwali. Do you anticipate this being a short-term correction of around 10%, or could it be a more substantial decline that warrants serious concern?