In this video, I explain how the results of the just-concluded general election in India, while very important for the political landscape of the country, is NOT necessarily something that would set the tone/direction for NIFTY for too long! Instead, as I explain in this video, what is likely to set the tone and direction for the NIFTY more decisively once the initially euphoria around election results wanes in the dynamics governing the slowdown in US economy, which is becoming more and more pronounced with every passing week, and will eventually force the Fed to react by way of initiating rate cuts. And hence, once the initial euphoria around election results settles within a few weeks, the NIFTY would very likely be guided more by the dynamics governing equity markets in the run up to the start of rate cuts by the Fed and eventual onset of a recession in the US than the outcome of the general election itself!

@udaybellare

28 күн бұрын

(Uday): Thanks for the detailed videos, its very interesting and easy to understand. Now that Modi coming back is kind of confirmed, what is the short term rally that we can expect, is it around 5%? And as per your analysis should we cut our positions post 2 weeks of results? Or is it good to remain fully invested as there could be more rallies around budget and rate cut, can you provide your inputs. THANK YOU!

@vibhusingh6999

28 күн бұрын

@@udaybellare He has answered the same multiple times in previous videos.

@Raw_RIDE

28 күн бұрын

i see your way of looking indian market should always be coupled with US market is the actual misplaced arrogance

@ashik2kumar

27 күн бұрын

@IndraanilGuha Thank you for the detailed video, and I like your explanation. The only concern that I have is that you repeat the Sep 07 and Aug 19 corrections again and again. It would be great if you mentioned them and talked about them for 30 seconds to 1 minute(and say, for more details, refer to the other video) and continued with the current video. Instead you repeat the same and talk about it for good 5+ minutes. It feels like we are watching the original video again and again, and your current video does not make sense anymore. It feels like a replay/highlight of the original video.

@IndraanilGuha

26 күн бұрын

Stay fully invested for now... don't be too perturbed by the steep correction in the aftermath of the election results. I have laid out 3 conditions that must be fulfilled before you should consider cutting your equity exposure in the following video: kzread.info/dash/bejne/dqSjkrF9mdCrYcY.html For now, none of these 3 have been met

More amount of money was lost predicting a fall, than the fall itself....

@Sebastian39143

26 күн бұрын

How was the fall today?

@thelayman6189

25 күн бұрын

... With the disclaimer that no-one can predict the market .. ever...

@FazzyKVlogs

19 күн бұрын

Hahah lol true

@bhtaarti

16 күн бұрын

True jab se market join kiya hai have missed all rally due to fear of crash

Just another brilliant piece again. Thank you, looking forward to your next video.

@IndraanilGuha

26 күн бұрын

You are very kind Many thanks for these super kind words... glad you liked the video

Awesome 💯 awaiting for your next video ❤

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Your way of explaining a complicated subject for common persons is awesome.

@IndraanilGuha

26 күн бұрын

Many thanks for these super kind words... glad you liked the video And yes, my key motivation behind creating these videos is to explain the underlying concepts without making them sound like rocket science

Your presentation is crystal clear. No hype ,just pure gem of a content

@IndraanilGuha

27 күн бұрын

You are very kind Gerald... Many thanks once again for these super kind words... glad you liked the video

Excellent Indra Bro!! Fantastic video and content!! Love ypou Bro!

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Look fwd to next vdo . Keep it up.

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

awesome ! continue making such videos

Indranillji.......You predict events like Lord Indra. Absolute bang on

@IndraanilGuha

26 күн бұрын

Many thanks... glad you liked the video

Overwhelming content, so the response is also overwhelming. Superb quality contents

@IndraanilGuha

26 күн бұрын

You are very kind Many thanks for these super kind words... glad you liked the video

Subscribed. Good work, Mr Guha

Every video of yours has been very informative, to the point, with technical basics explained in simple layman's language, logical flow of thoughts and confidence with which these are conveyed comes only when the speaker is thorough either in theory or experience or in both! I know that you want to focus on quality rather than quantity, but still, my suggestion would be to somehow and somewhat increase the frequency of your videos. You may consider, in addition to the overall macro economics, speaking on some company events too, with the primary purpose of teaching fundamentals of economics and market forces, using such company event only as an excuse to teach bigger basics involved! Here is wishing you all green lights!

@IndraanilGuha

26 күн бұрын

Many thanks for these super kind words Sir... glad you liked the video And yes, my key motivation behind creating these videos is to explain the underlying concepts without making them sound like rocket science. Believe me, I would love to produce content more frequently! It's just that unlike most influencers in our country's personal finance space, I am NOT a full time content creator... my primary profession is to manage a wealth management bossiness (metacaps.ai) that I run, and that end up taking up most of my bandwidth. I try my best to take out as much time as I can from my business to share my thoughts and views on markets and economy on my channel... sincerely trying my best to give more time to content creation... and love and support of kind souls like your good self serves as a great motivator for doing that

Fabulous explanation of the market cycle. Love your to the point approach. Subscribed !

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Great .. thank you and this was a very informative clip ..

@IndraanilGuha

26 күн бұрын

Many thanks... glad you liked the video

Insightful as always. Thank you so much once again

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

@Sneha.salvadeeswaran

22 күн бұрын

What are your thoughts about Indian retail investing that is absorbing all the shocks and downmoves. Looks like the Indian retail investors are sitting on truckload of liquid savings waiting to be pumped in.

Great Informative video. Keep up the good work.

@IndraanilGuha

26 күн бұрын

You are very kind Many thanks for these super kind words... glad you liked the video

Waoooo what a helpfull video U had done a prediction that for what upcomming month tell us . Very much thankfull for sharing such indeep knowledge . Eaigerly waiting for uppcoming videos ......❤❤❤❤❤❤

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

I was expecting something big , today was the trigger , needs deep insight, more is waiting , now that there no euphoria thanks a ton

great insights.. thanks so much!

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Calm,composed no beating around the bush crisp to the point .And overflowing with meaningfull knowledge is what summarises Mr Guha . All the best for your first 100k subscriber soon . Sir regarding the last two min which you said. I belive that if USA falls by lets say 50% India may fall by 30% . But a fall is certainly going to happen jn Indian equities.

@IndraanilGuha

26 күн бұрын

Many thanks for these super kind words... glad you liked the video And yes, my key motivation behind creating these videos is to explain the underlying concepts without making them sound like rocket science. With regards to the potential scale of the correction here in India when US markets start to correct sharply the next time, I am NOT so worried about the scale of the correction itself! What I am more worried about is the peculiar market structure we have right now and who will be hurt more as and when we get the next correction. In previous cycles, a large drawdown in our markets would cause pain to both FIIs and domestic investors alike. But from now on, any such large drawdown, I believe is likely to almost entirely hurt retail investors only! In earlier cycles, especially in 2008, when FIIs started selling after the start of rate cuts in US, they themselves had to take the full brunt of their exit, since markets started to correct sharply as soon as FIIs started selling. Hence FIIs themselves had to endure the pain too for the drawdown that was triggered by their selling. But that won’t be the case from now on… our strong domestic flows would provide FIIs an easy exit and would allow them to dump their over-valued junk, most probably at a premium, and that too just in time before the recession hits US! And by the time, s*** finally hits the fan, it would be our poor domestic/SIP investors who would be found holding the garbage bag with all the junk dumped by FIIs!

@ayushpandey7304

25 күн бұрын

Yes Sir , I agree with you . Completely. An eye opener point. Thanks for giving your time to comment .🙏

GREAT GREAT CONTENT. PROUD TO BE SUBSCRIBED TO YOUR CHANNEL.

@IndraanilGuha

24 күн бұрын

Many thanks... glad you liked the video

Thank you for your guidance

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Very nice. Great and apt listening for any serious investor at this stage !

@IndraanilGuha

26 күн бұрын

Many many thanks for such generous praise....Glad you liked the content

Your have great knowledge. Thanks for sharing your knowledge.

@IndraanilGuha

26 күн бұрын

Many thanks for these super kind words... glad you liked the video

Always highly enlightening videos. Thanks to youtube algorithm i found you and your channel

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Just Outstanding.. Thanks

@IndraanilGuha

26 күн бұрын

Many thanks... glad you liked the content

Yes , finally someone points towards what will happen after election rally subsides. Others are currently blinded by Adani and Other Psu stocks rally.😅 (Hope 🙏 you all have exited timely)

@sachinpatel863

28 күн бұрын

But , immediately after that if fade funds rates fall then again good rally! Why to miss that?

@ayushpandey7304

28 күн бұрын

That's the catch my friend......it's not that all rally stops at once ... The hotter stocks will be killed first. And FMCG will fall last.

@gjw1wj721

26 күн бұрын

Today nifty 50 has corrected more than 1000 points. Yesterdays Euphoria was just a over hyped wrong prediction. The stock is way too volatile so if people have too much cash and made very less investment with less than 20% of equity portfolio, then it is better we can do a 3% or 5% investment today if you have too much cash savings. So the technique is whenever the market corrects say today by 3% to 5% Then we can use that percentage as the number rule (3% or 5%) depending on our personal preference, to invest in the stock market, so we are not taking any risk. I have invested 3% on my overall saving, so this is a safe bet. People who have already have more than 80% of equity portfolio, before 3rd Jan'24, don't invest and wait till the market corrects even more (Nifty 50 falls less than 22,000 points).

@IndraanilGuha

26 күн бұрын

You are right, except that rate cuts, I doubt are gonna start before Sept... so there's some time to go before we get the post-rate cut rally

You are sharing Highly valuable knowledge gained with experience to all...Thank you so much !

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

V important Context Thanks for Alert🙏🙏

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

your videos are really great...In fact i check youtube manytimes a day to see whether you have posted a new video....Please post videos atleast once a week...even if of small duration.

@IndraanilGuha

21 күн бұрын

Many thanks for these beautiful and kind words… very happy that you found the content useful! Many thanks once again for taking time to leave behind this super strong note of support and appreciation! Greatly appreciated! Much as I would like to post videos every week, unfortunately I have other commitments which come in the way… my biggest constraint is that unlike most other content creators in the personal finance space on KZread, I am NOT a full-time content creator... my primary profession is to manage money for my clients, and I try to share my market insights whenever I am able to take some time out from my day-to-day work... but I would try harder still to be more regular in posting videos in future

My view is long unwinding on 3rd June in the seocnd half of the tradinf session and super voloatilty induced rally on jun 4th and a subdued market later

Excellent presentation! Very lucid and comprehensive!

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Thankyou so much sir for giving the insight

@IndraanilGuha

3 күн бұрын

Many thanks! Glad you liked my content

Great macro view - Thank you Mr Guha for sharing your insights which is of course data based. Sanjay@London.

@IndraanilGuha

27 күн бұрын

Many thanks for these kind words... glad you liked the content

Excellent analysis beautifully presented. Will look forward to your next video. Thank you. Subramanian

@IndraanilGuha

23 күн бұрын

Many thanks... glad you liked the video

As always, your insights are incisive, well studied, and predictive of the market future.

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Thanks,so i guess we should buy the dip expected in few weeks and then sit tight for few years.

very nice analysis sir. Impressed with the logic put out for the forecast 👍

@IndraanilGuha

6 күн бұрын

Many thanks.... Glad you liked the content

Congratulations, Sir, on your outstanding content! It's structured, well-presented, and clearly showcases your extensive experience. Your videos are truly impressive. I'd love to see at least one video per week if not more. I rarely leave comments, but your videos are so authentic, unique, and useful that I felt compelled to share my thoughts. Your insights are not just theoretical but also highly practical. For instance, the recent rate cut here in the EU led to nearly a 7% rally in the Nifty, proving how applicable your teachings are in real-world scenarios. Now, I am eager to see the impact when the US and UK announce their rate cuts, as it will be fascinating to learn from these real-world events. Thank you & good wishes! :)

@IndraanilGuha

22 күн бұрын

Ankita, many thanks for these beautiful and kind words… very happy that you found the content useful and relatable to what’s happening in the real world out there! Many thanks once again for make an exception and taking time to leave behind this super strong note of support and appreciation! Greatly appreciated! Much as I would like to post videos every week, unfortunately I have other commitments which come in the way… my biggest constraint is that unlike most other content creators in the personal finance space on KZread, I am NOT a full-time content creator... my primary profession is to manage money for my clients, and I try to share my market insights whenever I am able to take some time out from my day-to-day work... but I would try harder still to be more regular in posting videos in future

Very good content. You speak from technical and macro-economic perspectives, far away from the noises that set short term trends in the market. We investors, appreciate such thoughtful insights without bias.

@IndraanilGuha

27 күн бұрын

Many thanks for these kind words... glad you liked the content

Absolutely knowledgeable.

Thank you for the content .

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the content

Fantastic analysis @ Indranil ji Look forward to your next video, about market decoupling - will be great to see how this decoupling from the US market can be quantified as compared to a last few years

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video Yes, will try to quantify to the best of my abilities

Clissic explanation.. Thank you

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Excellent content sir

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Thank you sir

@IndraanilGuha

26 күн бұрын

Many thanks for these super kind words... glad you liked the video

Awesome Information

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Thanks for such informative Video

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Sir Thank you for fabulous video as like earlier one Could you please post a video on commodity market and forex market on India and global level movements?

@IndraanilGuha

24 күн бұрын

Will try to As such, I am very bullish on commodities, especially once Fed starts cutting rates

i am waiting for this ,and same topic hits in my mind ,now i see your logics

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Great eye opener

@IndraanilGuha

27 күн бұрын

Many thanks for these kind words... glad you liked the content!

Awesome !!

@IndraanilGuha

27 күн бұрын

Many thanks for these kind words... glad you liked the content!

Very good informative session with historical data backed to forecast futuristic stock movement.. thanks for such simple words explanation 👏 👍 👌

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Brilliant SIR.... Can u also make video on the sector and stocks which you are bullish on... Thanks once again

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video I am NOT a sectoral expert, but in my opinion, everything does very well in the last leg of the rally! I am very bullish on Gold and other precious metals, especially after Fed starts cutting rates

sir you producing very good content. keep it up

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Very easy to understand the concepts

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video And yes, my key motivation behind creating these videos is to explain the underlying concepts without making them sound like rocket science

Very well explained❤

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Great sharing❤

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

@kanakiafurnituressanghavi1406

25 күн бұрын

@@IndraanilGuha You really deserve it sir. Bcoz you talk data And have the tenacity and art to convert complex terminology into laymen terms with great analogies and examples. I wait for your post☺

Thank you. U are doing a great job Typically , what kind of shares/ assets do u see inflating in the last leg of the rally? Would it be cryto and US tech stocks this time around? Would be a very valuable topic to make a video on Is there also a corelation to why countries are stockpiling Gold silver

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video I am NOT a sectoral expert, but in my opinion, everything does very well in the last leg of the rally! I am very bullish on Gold and other precious metals, especially after Fed starts cutting rates

You are on the spot at the correct time sir ..your videos are a source of education for me ...Thank you very much for this wisdom 🎉 I will be grateful forever

@IndraanilGuha

17 күн бұрын

Many thanks... glad you liked the video

Excellent content

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

@IndraanilGuha Excellent explanation. Any one with basic understanding of finance and global view will get the message. Keep up the good work.Expect more exciting work.

Thanks very insightful. Could you explain why if US stock market crashes, india will,also crash asthecpunter argument is that FII invested in US should then divert funds to india , secondly India economy is growing and is hardly effected by what is happening in US , apart from ITstocks.

Valuable analysis, thanks sir

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Brilliant simply brilliant common sense logic and simply presented with clarity ❤

@IndraanilGuha

27 күн бұрын

Many thanks for these kind words... glad you liked the content

This was just a reiteration of previous videos. Would like to see more variety and other parameters to focus on.

Excellent ❤

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Really Great Presentation. So logically explained.

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Thanks again, for a to the point deep economics views.

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Great work and real analysis

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Very nice analysis!

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the video

Very Logical explanation. I listen to many experts on KZread. I can safely say that I would put your content/analysis in the Top 3. Eagerly looking forward to your upcoming video. It's an interesting topic, how much has India decoupled from Global market. I too agree with you that presently We have not. May be it's possible in future. But it has to be a very long process. Thank you.

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Great content !’n Can you pls suggest an investment strategy in this economic environment !

@IndraanilGuha

25 күн бұрын

Mallika, you can ping us on the Whatsapp number mentioned in the description to set up a call to discuss an investment strategy we have tailor-made for NRIs, especially US/Canada based NRIs

Explained well with some data, but it would be good to substantiate the outlook over multi year data, rather than just 1 or 2 cycles (2019 and 2004 ) and situations and market levels and basis could be different

@IndraanilGuha

21 күн бұрын

Thanks... glad you liked the video... You can go through this earlier video of mine, which is available at: kzread.info/dash/bejne/nIudlKScld2rfZM.html Watch from 16:19 I have explained how there is strong relationship going all the way back to the 1950s between the Fed starting to cut rates and onset of a recession in US

Good analysis. Thank you

@IndraanilGuha

20 күн бұрын

Many thanks... glad you liked the content

interesting take.. and although i agree with most of the premise, expect a black swan event earlier than september..

@IndraanilGuha

27 күн бұрын

Many thanks for these kind words... glad you liked the content!

This is amazing stuff u r so so great sir Wishing u all the very best Pls let us know which fund do u manage and how can we subscribe to it sir Thanks 🙏

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video You can find details about our advisory services / wealth management services at metacaps.ai

As always great video, Mr Indraneel. I have subscribed. In regard to liquidity crisis in US, next time won't effect much in India as retail (including SIP investors) is getting much stronger each passing year. So unless performance of companies comprises Nifty50 drastically bad, Nifty will continue growing

@bv6168

28 күн бұрын

True

@IndraanilGuha

25 күн бұрын

Great point... domestic flows (especially those from SIP investors) have indeed served as a big cushion for Indian markets. These flows are now at a staggering 20,000 crores+ per month, and have helped shield our markets from the adverse impact of relentless selling by FII between 2021 and 2023. This is a far cry from what we saw back in 2008, when FIIs selling a mere 40 - 50,000 crores worth of shares led to the NIFTY collapsing by a staggering 60%. Having said that, I believe we should NOT overstate the importance of domestic flows... there is now a growing feeling amongst analysts in India that the scale of our domestic flows is now so large that Indian markets are now arguably completely insulated from the adverse impacts of any risk-off events in global markets... and this is where I tend to strongly disagree with the emerging consensus. Markets are bound to correct at the end of a business cycle, once it becomes clear that an economy in distress can no longer provide any justification to lofty stocks market valuations! There is nothing extraordinary in that... this is part of market cycle that has been on for decades (in fact for over a century in case of the US). And this will happen irrespective of how strong domestic flows are! If flows alone could prevent large stock market corrections, then markets like US would never see downturns of the sort that were witnessed in 2008 or 2020, given the scale of flows the US markets attract NOT just from domestic US based investors, but from investors around the world. In case of India though, what would be different is that - in previous cycles, a large drawdown in our markets would cause pain to both FIIs and domestic investors alike. But from now on, any such drawdown is likely to almost entirely hurt retail investors only! In earlier cycles, especially in 2008, when FIIs started selling after the start of rate cuts in US, they themselves had to take the full brunt of their exit, since markets started to correct sharply as soon as FIIs started selling. Hence FIIs themselves had to endure the pain too for the drawdown that was triggered by their selling. But that won’t be the case from now on… our strong domestic flows would provide FIIs an easy exit and would allow them to dump their over-valued junk, most probably at a premium, and that too just in time before the recession hits US! And by the time, s*** finally hits the fan, it would be our poor domestic/SIP investors who would be found holding the garbage bag with all the junk dumped by FIIs! I have delved into this to some extent in an earlier Q&A video, which is available at: kzread.info/dash/bejne/q5Vhxpqkg6ngdKg.html (watch from 08:11) My next video is going to be precisely on this topic, in which I will explain the nuances in greater details

@umangdave111

24 күн бұрын

@@IndraanilGuha Thank you for explaining in such depth 🙏🏻. Looking forward to your next video on the same topic as you mentioned. 👍🏻

brilliant stuff

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Yes.........

Good caution.

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Waiting for your next video on the market updates.

@IndraanilGuha

20 күн бұрын

Should be out in a couple of days! Content going through final edits!

Subscribed

@IndraanilGuha

26 күн бұрын

Many thanks... glad you liked the video

thank you. But, I feel this video did not provide anymore info than your last one.

Totally convinced with the numbers you have presented; however, PE ratios of nifty and bank nifty are still not that high as per other experts. Could you please elaborate on this subject in coming videos?

@royalboy6478

28 күн бұрын

That is true ,but global market also put effect on indian market.

@yadav4446

27 күн бұрын

He is just a fear monger .He is giving example of 2019 but he is not comparing Pe of that time and today fact after 2019 pe of market was 29 but now its 22 and he is just not seing it .Yes there is chance of corection after nifty reaching 25000 but we stock trader can earn profit till then and after sep i will cut my postion in many stocks and will not biy any new stock after 1 monts.

@yadav4446

27 күн бұрын

He is telling nothing new every wise trader knows a bull run lasts for 1 and half years and corection comes so we are 4 monts away from next correction as this bull run started in april 2023.

@IndraanilGuha

26 күн бұрын

Usually I follow a strict policy of NOT engaging with trolls like you, but since you called me a fear-monger, I feel it becomes imperative that I respond to the points you have raised, NOT because I intend to justify/explain anything to you, but so that my other followers do NOT end up being misguided after reading your completely ill-informed observations! Before calling me a fear monger, have you even cared to go thru the entire video? I doubt you have, because if you did then you would have noticed that I have NOT once asked anyone to even consider cutting one's equity exposure for now... in fact, despite the risks of an impending recession in the US that I see writ large on the horizon, I have been at pains to stress that the Fed will be forced to start cutting rates before the onset of the recession, and rate cuts would in fact, most likely kick start the next (and possibly) the last leg of the rally, and therefore there's no question of getting out of one's equity holdings before cashing in on that last leg of that rally! And yet I am the one who is a fear monger! SERIOUSLY? If only, you had taken just 17 minutes to go through my video in which I have covered all these in details, you would have saved yourself the time wasted in leaving behind your ill-informed comment, and saved me the time to address the same, which BTW, as I mentioned above, I am doing NOT because I really wish to rationalize with trolls like you, but just so that my other more rational-minded followers don't feel scared/perturbed after reading your comments.

@thedeltabull

25 күн бұрын

@@IndraanilGuha i hope you are replying to @yadav4466 and not me. I've no intentions to troll you. I find your presentations very informative. I just wanted you to elaborate on PE ratio of indices also along with your research and how they align with.... that's it.

V informative Video

@IndraanilGuha

23 күн бұрын

Many thanks... glad you liked the video

What you said happened today , great in sishts sir , appreciations 🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉

@IndraanilGuha

25 күн бұрын

Many thanks... glad you liked the video

@fizulhameedkhan7975

25 күн бұрын

@@IndraanilGuha thanks for replying sir , 🙏 , your work is wonderful, your insights have impeccable , complete thorough knowledge ✨👏✨

Thanks for video Interesting and thought provoking subject line for next video. Eagerly waiting

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Thank you 😊

@IndraanilGuha

25 күн бұрын

Many thanks for these super kind words... glad you liked the video

Thanks sir for detailed explanation. However, unlike 2019 the current nifty pe ratio is in line with long term average. So I believe there might not be a 10% correction within couple of months. Nifty may rally till Nov (due to Modi effect and rate cuts). After all no govt would allow the economy to slip into recession during polls (us election is in Nov). Around Nov-Dec we should get out of the market due to impending slowdown. Please correct me if I'm wrong.

@dm5665

28 күн бұрын

Phase wise exit starting from Sep end

@NeerajRaghavendra

28 күн бұрын

Exactly, my thoughts.

@wadhwanikamal1582

27 күн бұрын

What's ur Target till November

@IndraanilGuha

26 күн бұрын

Many thanks for these super kind words... glad you liked the video Having said that, I am NOT a big believer in this notion that governments have such a tight control on the economy and markets that they can decide when to let the economy and markets rally and when to let them crash! These are the very notions which drive investors to believe that you can't get a recession in 2024 because it is an election year both in India as well as US, and hence the incumbent administrations in both countries will do whatever it takes to prevent the economy and markets from crashing at least till the elections. If governments indeed had such super powers, the last two recessions would NOT have happened in 2008 and 2020, both of which were election years! Here's some fun facts... in case of the last two recessions (of 2008 and 2020), Fed started cutting rates from Aug/Sept of the previous year, triggering the last leg of the rally, which went on from Sept to Jan. Market tops on both occasions came in in Jan, and then the recession started, taking the economy and markets both down with it. There is absolutely NO guarantee that history will repeat once again... but as they say - "while history doesn't repeat, it does rhyme"... and if indeed history rhymes once again in 2024, then we should be careful about Aug/Sept 2024 being the approx. timeline when rate cuts possibly start, and then the subsequent rally goes on from Sept 2024 till Jan 2025! THIS IS ABSOLUTELY NOT AN RECOMENDATION... JUST SHARING SOME FUN FACTS ABOUT THE MARKETS!

You are straight, honest providing data based assessments to help people take wise informed decisions, unike dozens of people. That's refreshing. Please continue to guide and help small retail investors like me on the right winning strategies & plans

@IndraanilGuha

27 күн бұрын

Many thanks for these kind words... glad you liked the content

Mesmerizing analysis 🙏

@IndraanilGuha

22 күн бұрын

Many thanks for these beautiful and kind words… glad you liked the content!

Another fantastic video with proper logic. Thank you Dada 🙏🏻...But, in last 4 years 2021 to 2024 May, FIIs have already sold 5 lakh crore rupees worth of shares from Indian stock market. So, how much is there left for them to trigger any big correction (Say a 30% downfall in Nifty) ? I agree with your point that our SIP money cannot compete with huge selling of FIIs ...But, How much they have now after 5 lakh crore already out ... I hope you will bring this point in your next video Sir. I will be waiting. Thank you

@IndraanilGuha

25 күн бұрын

Many thanks for the kind words Sukanta... glad you liked the video Bhalo theko! I will address the points you have raised in the upcoming video!

Great observation, now I have a almost clear picture in mind how the upcoming events and US economy is going to play out and how I can plan and strategies my investments. As always Thank you Sir.

@rohaniiitc

28 күн бұрын

Can you share some idea with us so we can learn as well , thank you brother

@IndraanilGuha

25 күн бұрын

My personal invetsment approach is to stay fully invested for now and gradually get out of markets during the course of of the last leg of the rally that I believe will kick in once the Fed starts cutting rates... I will be alerting my viewers as and when Fed starts rate cuts.

You're doing a great job Sir 🙏

@IndraanilGuha

27 күн бұрын

Many thanks for these kind words... glad you liked the content!

Good information❤

@IndraanilGuha

27 күн бұрын

Many thanks... glad you liked the content

Excellent analysis

@IndraanilGuha

27 күн бұрын

Many thanks for these kind words... glad you liked the content!

Extraordinary analysis of world economic developments & it's impact on stock market with historical record & timeline '';;; yes sir''' so many past indicators didn't work this time like Rsi'' volume as far as PSU shares r concerned bcz of strong retail flow'''' once we booked profit it never came back to that level;;;, So eagerly waiting to see your analysis in this subject'' thank you sir

@IndraanilGuha

27 күн бұрын

Many thanks for these kind words... glad you liked the content!

Sit I am big fan of yours. Can you please recommend few books for learning investment