Markets hate uncertainty, but they also love clarity that follows it.
This war can push Nifty to All-Time Highs faster.
Here are my reasons
- India’s structural story remains intact.
- Once the war news subsides, global investors will be back to buying riskier assets. India remains on top of the list.
- Our inflation is down, deficit is down and fiscal position is strong.
- Lower interest rates are positive for borrowers both corporates and individuals. Private capex will soon kick in.
- Consumption will be back soon thanks to tax cut announced by FinMin.
These market corrections should be used to build long-term positions as the market appears well-positioned to zoom up higher.
We feel we may see ATH around September.
