This is one of the best markets for stockpickers I’ve seen purely from the macro points of view:
1. India is the fastest growing large economy of the world.
2. GST rationalisation
3. Relaxation in income taxes
4. Surplus in hands of masses
5. Lowest ‘EVER’ inflation
6. Broader markets and stocks are trading at one of the attractive valuations, especially in small and mid cap space.
7. Despite broader market at all time highs.
8. Banks are comparatively having much cleaner balance sheet with exponential credit growth going forward.
9. Massive consumption economy of 150 crores.
10. Q3 & Q4 earnings are expected to be bumper.
11. Earning upgrades will lead to multiple pe re-rating over many counters.
India is the best place to be in.
Position yourself for one of the best bull runs which is just around the corner.
Everyone is invited to join this party beforehand.
Don’t come to me in 2026 end with regrets of not participating in this party
