Very candid and insightful conversation... Pls bring Anurag Singh frequently, takes from discussion: 1- US better to have strong economy with fewer ratecuts. 2- Bond rate is going to be 4.3 or so for long term and will have impact on emerging markets capital allocation. 3- For next 20 years or so expect 12% of returns from Nifty and past performance of 2-3 years of Small cap and Midcap may not be replicated anymore. Thx
How tf US economy will go strong ? When the newly elected government decided to cut government spending, it means lowering the QE. This will stop the dollar recycling process that routes back to treasuries and keeps the dollar as the artificially strong global reserve currency. Trump's promise to build manufacturing industries inside the USA by imposing high import duties raises the question: who will consume the products at DXY 108 level, and how could they export? Again, a 25 bps rate hike by the BOJ will unwind the carry trade of 1.2 trillion US treasuries.
Why does nobody want to discuss the possible BOJ policy if a rate hike happens, assumably around 25 or 50 bps? The severity of the storm about to hit the US market, along with Trump's promise of DOGE implementation. Are these experts ever monitoring what Elon keeps tweeting about every single day?
Bright spot for Bears. you dont even need a reason for a market crash. First crash it and then search for one weird reason which do not have any relation to Indian economy or Stock market.
bro seriously?? its the other way around, since last year nifty was in euphoria. There was no reason to rise to 26000 levels at all, now it has began to correct and will reach 22,000 levels
That is silly. What people who are supportive or well disposed to the current government might say, is something like "The mistakes and inadequacies of the last 75 years cannot be undone in a few years' . But, of course, things have to be accomplished now. That should be bi-partisan.
Very candid and insightful conversation... Pls bring Anurag Singh frequently, takes from discussion:
1- US better to have strong economy with fewer ratecuts.
2- Bond rate is going to be 4.3 or so for long term and will have impact on emerging markets capital allocation.
3- For next 20 years or so expect 12% of returns from Nifty and past performance of 2-3 years of Small cap and Midcap may not be replicated anymore.
Thx
How tf US economy will go strong ? When the newly elected government decided to cut government spending, it means lowering the QE. This will stop the dollar recycling process that routes back to treasuries and keeps the dollar as the artificially strong global reserve currency. Trump's promise to build manufacturing industries inside the USA by imposing high import duties raises the question: who will consume the products at DXY 108 level, and how could they export? Again, a 25 bps rate hike by the BOJ will unwind the carry trade of 1.2 trillion US treasuries.
Why does nobody want to discuss the possible BOJ policy if a rate hike happens, assumably around 25 or 50 bps? The severity of the storm about to hit the US market, along with Trump's promise of DOGE implementation. Are these experts ever monitoring what Elon keeps tweeting about every single day?
Bright spot for Bears. you dont even need a reason for a market crash. First crash it and then search for one weird reason which do not have any relation to Indian economy or Stock market.
bro seriously??
its the other way around, since last year nifty was in euphoria. There was no reason to rise to 26000 levels at all, now it has began to correct and will reach 22,000 levels
U fools discussing about that was not mentioned in thumbnail and forget to discuss what was there in thumbnail
1% allocation to EMs and you have called him to discuss what is written in thumbnail.😂😂
Rajratan Global will Hold Or Sell.
Did he tell 1% exposure in emerging markets? And he is telling bright spot?
Please do not take demography for growth. See the per capita of 30 to 50 and their skill level.
If it was just demography, India would have had high growth in the 1950s, 60s and 70s. There is a reason it's happening now.
Market crush yr expression are unreliable
Stock mkt Santa ka phol kholdiya
After Adani's intervention..i doubt this channel
Not everything is about political partisanship. There are many issues that are bi-partisan. The economy is one of those.
According sanghs, Reason for market crash is Nehru
cry harder commie...
सही है ये
What the great thing present Govt is doing ,spreading enmity among people in the name of religion. Humanity is much bigger thing than religion.
That is silly. What people who are supportive or well disposed to the current government might say, is something like "The mistakes and inadequacies of the last 75 years cannot be undone in a few years' . But, of course, things have to be accomplished now. That should be bi-partisan.