Equity Market Outlook - ICAI Dubai...4,933 88 4 0167 4,511 _43 6,931 77,141.55 Source:...
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1 Equity Market Outlook “Mutual Fund investments are subject to market risks, read all scheme related documents carefully. This presentation is only for internal reference and Distribution of this document is strictly restricted. This presentation is not intended as a recommendation or for the purpose of soliciting any action in relation to the investment funds or any investments.”
Transcript of Equity Market Outlook - ICAI Dubai...4,933 88 4 0167 4,511 _43 6,931 77,141.55 Source:...
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Equity Market Outlook
“Mutual Fund investments are subject to market risks, read all scheme related documents carefully.This presentation is only for internal reference and Distribution of this document is strictly restricted.This presentation is not intended as a recommendation or for the purpose of soliciting any action inrelation to the investment funds or any investments.”
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
