Lower Inflation I View on Markets post elections I India Investment Themes
By GoalTeller
June 09, 2024   |   Read Online

 Addressing Supply Side inflation: One of the biggest achievements of the NDA govt - How India inflation compares with world inflation over the past many years


  • The big event during the week was the markets coming close to all time highs despite a coalition government

  • Optimism on a stable government helped the markets recover all losses made on Tuesday

  • FII's continue to sell while DII’s continue to buy in hordes

  • The high liquidity could continue to support the markets in the near term

  • We continue to believe that there will be some impact of this coalition on the markets sooner or later in terms of higher volatility. Our long term view remains unchanged, however as mentioned Volatility would be higher than earlier plus return expectation would need to be moderated. Despite all this equities continue to remain the best asset class and with 3 big tailwinds i.e. a) Demographics, 2) Digital dividends, 3) Domestic Liquidity, the optimism continues.

  • Check our social media post for our views on the market in the short - medium term


Why equities remain the most preferred asset class but volatility and return expectations need to be moderated

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Why, when and how to pay off your personal loans - Vivek Banka answers in the latest column of Livemint.

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