As usual, Vivek Kaul covers all nuances. He argues that the current rally and GDP growth is attributed to the affluent consumers (<6Cr) whereas the broader economy is still struggling. If in case there is a demand shock, it will lead to a slowdown and inflation.
Insightful article
But Indian 1 is spending more than it did before
That be true for every country or no? Brazil 1, Russia 1, China 1, US 1. Even recession ones like Japan 1 etc. If we choose to focus on top 1% households in any country, their spending is higher since pandemic.
Can’t read it premium required any alternative way to go through this?
When I look back and compare my father's investment in real estate and gold, TCS still beats those with a margin.
Blue Chip Stocks are 💎 if business model is good and leadership is capable enough.
Everything seems to indicate that this is the beginning of an extended bullrun till the elections. What is the game plan? Personally, I am all in. First time since 2020, that I have a net zero cash position.
Sab laga do bhai.. election ke bad saturation aa jayega
I wonder if buying Calls and Puts at the same strike price will work really well 🤔