2025 outlook for the stock market - Change.m4a
Indiacharts Insiders Club
by Rohit Srivastava
1M ago
The sell off in Indian equities has been joined by global equities. The US market is late in the business cycle where it often slips into a recession. The yield curve is steepening causing equities to decline. Bond yields are rising along with the dollar. Not the ideal mix of Macros for a bull market. The bear is thumping the table ..read more
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Nifty gets ready for interest rate cuts.m4a
Indiacharts Insiders Club
by Rohit Srivastava
2M ago
Nifty has broken out ahead of RBIs monetary policy setting meeting on Friday. The mood is of enthusiasm around potential rate cuts as the economy and earnings slow down in India. Will one rate cut really solve the problem though needs to be seen ..read more
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Historic Moment For Indian Markets
Indiacharts Insiders Club
by Rohit Srivastava
2M ago
The most consensus view in the markets today is that the US heads into a recession later this year and drives down all markets. Is this a fair judgment of the situation, or can something change in this narrative? The risk to consensus opinions is that everyone is positioned for it ..read more
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Markets react to State elections.m4a
Indiacharts Insiders Club
by Rohit Srivastava
3M ago
State elections in India are generating hopes of rally. But earnings have disappointed big time. Can the RBI save the day with rate cuts? Will Donald Trump's trade wars overwhelm all markets? Lots of questions ..read more
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Nifty in a Bear Grip.m4a
Indiacharts Insiders Club
by Rohit Srivastava
3M ago
Nifty continues to fall the most in global markets. This week the US market which was rising after Donald Trump's election also gave up all the gains. Now rising bond yields and a rising dollar haunt the market. The coming week will set the tone for how markets unfold over the coming twelve months ..read more
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Nifty is Coming to the end of its correction.m4a
Indiacharts Insiders Club
by Rohit Srivastava
3M ago
The first significant correction in Nifty since March 2023. The stock market is getting oversold in the short term. US elections are adding to the uncertainty. How should we position ourselves ..read more
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Risk Assets Are Back To Bullish
Indiacharts Insiders Club
by Rohit Srivastava
3M ago
The stock markets are recovering from the possibility of a severe recession. Is it sustainable and what to watch out for ..read more
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Nifty ready for September seasonal volatility.m4a
Indiacharts Insiders Club
by Rohit Srivastava
6M ago
Nifty made a new all time high this week. The Indian stock market is struggling with the idea that it is overbought or Overvalued. On the other hand, liquidity remains strong and demand has exceeded new supply. Understand this delicate balance. The interest rate cycle is show a trend reversal ..read more
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The Good the Bad the Ugly in the Stock market.m4a
Indiacharts Insiders Club
by Rohit Srivastava
6M ago
A lot of fear exists around investing in banking stocks. The fear may have been created by the narrative around savings going into bank deposits. The solution offered was higher taxes. On the other hand interest rates are about to start going lower. How does all this add up for the stock market ..read more
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The Reflation trade 2.0 is here. Stay invested.m4a
Indiacharts Insiders Club
by Rohit Srivastava
6M ago
The Growing liquidity at a global level and with equity mutual funds in India will continue to fuel a rally in the Indian stock market. The Reflation trade 2.0 refers to wave 3 of the commodity Cycle kicking off where Gold is leading the way Copper has bottomed out and a slow and steady rise in oil will follow falling inflation. This inversion is important to understand ..read more
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