Post on 19-Sep-2020
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Equity Market Outlook
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From Mughal-e-Azam…..
▪ Valuation▪ Oil▪ Global Factors▪ Credit Squeeze▪ Politics
▪ Flows▪ Monsoon▪ Fundamentals
Mughal-e-Azam Market
Markets
…… to Om Shanti Om
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Oil is falling
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G-Sec Yields
Banking liquidity betterment
Source: Bloomberg
-1,500
-1,000
-500
0
500
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RBI & Govt. on same page
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Rupee appreciating
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Inflation falling
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FED rates below neutral
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Tariff War Truce
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FIIs back in buying action
Election
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General Election in 2019
State Election Timeline Current Gov
Chattisgarh Dec-18 BJP
Madhya Pradesh Dec-18 BJP
Mizoram Dec-18 BJP ally
Rajasthan Dec-18 BJP
Telangana Dec-18 TRS
Will it be Like 2004 ?
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Will it be Like 2009 ?
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Will it be Like 2014 ?
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Will it be something else ?
Consult Your Astrologer
Contra can make Money
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Contra can make Money
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In the Long Term,
Nothing Matters but Fundamentals