Get ready for biggest bull run history has witnessed till date. Coronavirus has only affected supply chain and not demand chain. Almost all analysts are speaking of adverse effects of supply chain and No one is factoring in the demand chain. Demand for fmcg such as cleaning agents like soaps
sanitizer have grown five fold across the world. In fact your nearest shop is probably selling them at mrp instead of discounts and is almost out of stock. Crude oil is quoting at historic lows allowing importing countries like India and its manufacturers to reduce freight costs. Infact reduced traffics
Due to shut downs lesser the fuel cost of transportation. Financial sector is nothing to do with Coronavirus and is over thought world over. Pandemics don’t last forever. As the fear and cases subside stock markets will bounce back to more than pre Coronavirus levels. Growth is just deferred by few days and cannot be stopped. World will also realise the risk of over dependence on China for their raw materials and spares and risk mitigation will set in and it would not be surprising that world will shift their 50% production to who other than India. So get ready for the biggest bull run you have ever seen in Indian markets. And yes with this India will be much closer to becoming economic superpower surpassing USA even as USA is now least favoured nation for business due its anti visa and immigration policies. USA will fall behind India post Coronavirus as it will left with only handful of successful companies like google and Microsoft which soon ASEAN countries will be developing of their own. Btw new mobile phones in India will be enabled with indigenous satellite navigation system reducing current dependence on gps which is owned and exported by USA. So next time global analysts speak of India’s degrowth just rubbish them. India’s growth story is intact and growth will be exponential as never before. Your strategy of investment should be India centric and based on domestic demand. And as always avoid banks and financial equity forever. Avoid investment in any Indian company which has more than 10% of its revenue from exports to western countries. That’s all your equity portfolio is well insulated from any so called analysts made notional recession cycles.
sanitizer have grown five fold across the world. In fact your nearest shop is probably selling them at mrp instead of discounts and is almost out of stock. Crude oil is quoting at historic lows allowing importing countries like India and its manufacturers to reduce freight costs. Infact reduced traffics
Due to shut downs lesser the fuel cost of transportation. Financial sector is nothing to do with Coronavirus and is over thought world over. Pandemics don’t last forever. As the fear and cases subside stock markets will bounce back to more than pre Coronavirus levels. Growth is just deferred by few days and cannot be stopped. World will also realise the risk of over dependence on China for their raw materials and spares and risk mitigation will set in and it would not be surprising that world will shift their 50% production to who other than India. So get ready for the biggest bull run you have ever seen in Indian markets. And yes with this India will be much closer to becoming economic superpower surpassing USA even as USA is now least favoured nation for business due its anti visa and immigration policies. USA will fall behind India post Coronavirus as it will left with only handful of successful companies like google and Microsoft which soon ASEAN countries will be developing of their own. Btw new mobile phones in India will be enabled with indigenous satellite navigation system reducing current dependence on gps which is owned and exported by USA. So next time global analysts speak of India’s degrowth just rubbish them. India’s growth story is intact and growth will be exponential as never before. Your strategy of investment should be India centric and based on domestic demand. And as always avoid banks and financial equity forever. Avoid investment in any Indian company which has more than 10% of its revenue from exports to western countries. That’s all your equity portfolio is well insulated from any so called analysts made notional recession cycles.
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