mayankpatel
TF Buzz
IMO, FII have started selling and all good news have been factored in. If FII continue selling, feels like upside is capped. Any bad news will take Nifty to 24k.
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Nifty - Good time to enter(22k) or stay away...
- Thread starter hender
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When there is euphoria, people tends to forget fundamentals. Currently, with defence stocks, it is same.
A company with as little as 25-50L in order book is rising like they have 100 cr in order book. So have a balanced approach. Look at the fundamentals and invest in it but do exit 50% if you see it rising 30-40% and keep other 50% for much longer term of say 10 years.
Short term to mid-term defence stocks will be running blindly. Buy on dips.
Currently the overall market perception is neutral. Nothing much on hands to boost it to previous highs. At same time nothing much negative to bring it to recent lows. Overall I will wait for 20K for re-entry no matter it comes in 1 year or 3 years but it will eventually come.
I can afford to happily sit on cash and FDs and gold/bonds I already have.
0.5% cut hua toh maja aajayega
Baki 0.25% toh hona hi hai 🙏🏻
Baki 0.25% toh hona hi hai 🙏🏻
.5 % cut will pain them Who solely depend on interest income.
Already 6.85 % is present rate of big Bank. On a 2CR portfolio - it would be a 1 lakh cut.
brightknight
TF Ace
kaisa maja? loan le rkha?
Exclusive | Sensex will hit 1.5 lakh by 2030 & 3 lakh by 2035! Raamdeo Agrawal makes big prediction
Billionaire investor Raamdeo Agrawal predicts the Sensex will reach 1.5 lakh by 2030 and 3 lakh by 2035, driven by India's economic growth. Citing historical data, he highlights the market's 15% CAGR over the past 45 years.
Exclusive | Sensex will hit 1.5 lakh by 2030 & 3 lakh by 2035! Raamdeo Agrawal makes big prediction
No cut this time around.
Next policy it will cut by 0.25%.
Impact on market as a whole will remain on lighter side with Nifty hover between 21500-26000 for next year. Nothing much on hands to push it above 25500-26000 and not much negative too to bring it below 21500 until unless some mad brains lose their mind. Current situation of planet is not positive at all. So stay cautious. Use any opportunity of profit to book it.
Maybe this year I wont enter markets at all either direct stock or MFs.
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Nahi bhai, my POV was based on the slowdown, that’s why I said 0.5%, since the data looked solid.
Quite a shocking move in my view but agressive stance was needed. More money will move away from banks now. Will favor pvt lender who will keep their deposit higher than banks to lure money.
Middle class will move to higher risk higher rewards except conservatives. Thing seems to be going back to where it started with FDs at 5.5-6% thing in coming days.
This current war may come to a quick logical conclusion by Israel thumping Iran very quickly.
The real question is how much damage will be done to the oil markets before Iran goes down.. that's how market is thinking as of now ( ie as of today)..
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Those who dare 😉 at that time, are now 🥳🎉
I have been investing in N50 and Nifty Largemidcap 250 index funds for more than a year.
For me the XIRR for N50 is 10.2% and NLM250 is 13.6%
The returns varies because of difference in invested timelines, when the investments we made etc.
It all depends on where you were invested.
Stocks are too away from their levels when Nifty was 26000+ last time except few like for e.g Reliance which reached where they were. Midcaps and Smallcaps and many PSU stocks also are 20-40% away from ther last highs.
The only sector that gained too much is Banking but again levels are at same 12-18 months ago.
Overall return not much.
We can't compare events like covid or Trump Tariff with what gains it shown afterwards as people at same time lost 50% of their profits which only came back or even not now.
Gain would have been 28K level.
If market falls deeply again, will anyone come and say did you exit at 26000+.
The next best thing happened was those who invested in Gold and Silver and their ETFs. They reaped results due to wars.
P.S: We took 25g physical gold at sub 63K levels as brother's marriage was planned. So that gained out somewhat. But no one exit phsical gold ever until emergency. So no monetary value or benefit.
True 👍
Even many of the stocks in small cap, Nano cap, micro cap are at or near March 2025 Low or almost at lowest level 🎚️ in past 18 months.
Many of the stocks who touched PEAK around (Feb 06 2024) , after falling badly, and Getting Injured, haven't returned/reported back to the BASE Camp yet, to start Next round of Mount Everest Climbing ...
Ex; Media Sector
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sunit123
TF Legend
Stock market is under manipulation...only 6 stocks are taking market up...small and mid cap are 5% to 10% down
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