Groww TV Live | How to make a portfolio 'Tariff - Proof'?
Published: 2025-04-02
Status:
Analyzed
Published: 2025-04-02
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Large-cap Indian stocks (Nifty index) are expected to see a maximum downside of 5-7% more.
"I clearly see an opportunity I think that a lot of the correction in the large cap is done so I really don't see a very huge downside as far as large caps may be anywhere between to 7% more as far as you know large cap Nifty index is a concern"
Pending
The Nifty index is predicted to be positive in April 2025, based on historical patterns.
"the month of April being on the positive side historically and there have been only two Instances whenever that has happened five executive months of negative down trend, there have been actually two executive months of positive up trend which means we have ended the month of March on a positive note, very strong livelihood, the history in our favor is that the month of April should also be on the much more positive side"
Pending
Gold prices in India are predicted not to fall significantly below ₹80,000.
"history has something which is very different, and it indicates that we may not fall significantly below the 80,000 mark."
Pending
Gold prices in USD are predicted to find strong support at $3,000 and see further upside for the remainder of calendar year 2025.
"technically I believe that 3000 mark on the dollar prices for gold I think that now becomes a very solid base until we break below the 3000 mark I believe we should be in for a much more decent upside for the rest of the calendar year 2025"
Pending
If Nifty crosses 23,800, it is predicted to rally another 1,000 points, targeting 24,500-24,800.
"if we scale around 23,800 mark we are looking at at least another 1000 points of a rally for the Nifty which means closure to 24,500 and 24,800 should be the next potential target range for the index."
Pending
Nifty is predicted to have strong support at 22,800.
"on the downside, I was mentioning that 22,800 is a very strong support... multiple supports at 22800 mark for the Nifty"
Pending
Bank Nifty is predicted to have strong short-term support at 51,500 and a potential upside target of 52,000-52,500.
"if we replicate this for the Bank Nifty then we will 500 and strong support for Bank Nifty on a short term basis and on the upside I would actually be very bullish on the banking index and my expectation is that we should be looking at 52 to 5500 as a potential target"
Pending
Tata Consumer stock is predicted to see at least another 20-50 points upside.
"I would be surprised that you might see at least another 50-20 points on the upside for the stock"
Pending
Kalyan Jewellers stock is predicted to rise towards the 500-550 mark.
"Kalyan Jewellers... stock should inch up towards a 500 550 mark but it's way off from the first and the major immediate resistance which is around the 600 levels."
Pending
BPCL stock, currently around 285, is predicted to see a swing upside of 5-7%.
"I feel that BPCL is particularly moving in a good direction. Cop is trading around 285. I feel like a swing upside of 57% could possibly be made from here."
Pending
Poonawalla Fincorp is predicted to show strong performance, making a 'best chart' relative to the NBFC sector.
"Pune Finkab seems to be making a best chart. Also on a relative strength basis across the NBFC sector. So I feel like both stocks could become quite interesting."
Pending
Mid and small-cap Indian stocks are expected to see further significant downsides due to elevated valuations.
"but on the mid and small cap space I clearly see there is room for downsides because they are yet trading at elevated valuations."
Pending
Short-term tariffs are predicted to impact company margins (partially absorbed by companies, partially passed on to consumers).
"I would believe that there are tariffs that are imposed in the short term there will be some impact on margins because some of it will be borne by companies but a large portion of if it will be passed on to consumers."
Pending
The Indian pharma sector is unlikely to be significantly impacted by US tariffs in the long term, due to challenges in establishing competitive API production in the US.
"over a long period of time, I find it very difficult to believe how you could set up a capacity in the US for API which is the basic building block for pharmaceuticals at competitive prices. So you know I think pharma is really not going to be impacted"
Pending
US tariffs are predicted to cause the US economy to slow down, leading to a ripple effect and global economic slowdown.
"the concern is all of this could actually go out and hit the US economy causing the US economy to slow down and when such a large Economy The largest economy in the world slows down it has its peripheral impact all over the world as it is true."
Pending
A revival in the Indian consumption sector is expected to begin by the festival season of 2025.
"hopefully we should start seeing a revival out there because yet I think we are an aspirational economy yet everybody wants to consume. So I think we will start seeing that come and that is probably going to start happening by the time we get into the festival season this year."
Pending
Larger Indian private banks are expected to achieve 14-15% growth.
"I think the bigger banks the bigger private banks are going to grow at 14% 15% that is the expectation that we get when we interact with them."
Pending
Capital market services companies in India are predicted to perform well in the long term, despite current market corrections.
"Long term if you ask me the correction that we are seeing in the capital market space because of the market correction going down the capital market services companies will continue to do well and so and so for so long."
Pending
NBFCs in India are expected to benefit from an ongoing rate cut cycle and perform well.
"NBFCs are in a rate cut cycle. NBFCs should benefit from that first and that they should also do well."
Pending
The Indian real estate sector is predicted to be in the early stages of a new bull run, expecting a better uptrend.
"My view will be quite bullish on real estate stocks as well... a new bull run is beginning... a better uptrend can be seen from here."
Pending
The large cap Nifty index is expected to experience a maximum downside of 5-7% more.
"I really don't see a very huge downside as far as large caps may be anywhere between to 7% more as far as you know large cap Nifty index is a concern"
Pending
The Nifty index is likely to show positive performance in April 2025, based on historical trends.
"very strong livelihood, the history in our favor is that the month of April should also be on the much more positive side"
Pending
Gold prices in Indian Rupee terms are unlikely to fall significantly below ₹80,000.
"it indicates that we may not fall significantly below the 80,000 mark."
Pending
Gold prices in US Dollar terms will likely not fall below $3,000 and are expected to see a decent upside for the remainder of calendar year 2025.
"technically I believe that 3000 mark on the dollar prices for gold I think that now becomes a very solid base until we break below the 3000 mark I believe we should be in for a much more decent upside for the rest of the calendar year 2025"
Pending
If Nifty surpasses the 23,800 mark, it is expected to rally another 1,000 points, targeting a range of 24,500-24,800.
"if we scale around 23,800 mark we are looking at at least another 1000 points of a rally for the Nifty which means closure to 24,500 and 24,800 should be the next potential target range for the index."
Pending
Nifty is expected to find strong support at the 22,800 level.
"22,800 is a very strong support... multiple supports at 22800 mark for the Nifty"
Pending
The Bank Nifty index is expected to reach a potential target range of 52,000-55,000.
"on the upside I would actually be very bullish on the banking index and my expectation is that we should be looking at 52 to 5500 as a potential target"
Pending
Tata Consumer stock is poised for a significant breakout, with a potential upside of at least 20-50 points.
"I believe is a very strong indication that we are looking at a potential big breakout for Tata consumers... you might see at least another 50-20 points on the upside for the stock"
Pending
Kalyan Jewellers stock is expected to gradually advance towards the 500-550 mark.
"the stock should inch up towards a 500 550 mark"
Pending
BPCL stock, currently around 285, has a potential swing upside of 5-7%.
"BPCL is particularly moving in a good direction. Cop is trading around 285. I feel like a swing upside of 5-7% could possibly be made from here."
Pending
FY26 will experience significantly more market uncertainty compared to previous years.
"entering FY26 one of the big things is that we're going to be seeing a lot more uncertainty than we've seen in the past."
Pending
Protectionism and taxation will fundamentally change global business operations going forward.
"Now we are starting to see protectionism and taxation becoming the big driver as we go ahead and that is causing fundamental changes in how business is going to get done and going ahead."
Pending
The market will reward good news and punish bad news, indicating a shift from previous trends.
"Now you are entering a market which is going to reward good news but punish bad news."
Pending
Price-to-Earnings (P/E) multiples in the market are expected to face significant pressure.
"this is a market where P multiples are going to come under significant pressure"
Pending
The market is expected to be difficult, characterized by uncertainty.
"I think we're in for a market which is going to be a little difficult which is going to be led by uncertainty."
Pending
Mid and small cap stocks still have potential for downsides due to their elevated valuations.
"on the mid and small cap space I clearly see there is room for downsides because they are yet trading at elevated valuations."
Pending
Short-term tariffs will impact company margins, with a large portion being passed on to consumers.
"I would believe that there are tariffs that are imposed in the short term there will be some impact on margins because some of it will be borne by companies but a large portion of if it will be passed on to consumers."
Pending
It will be very difficult to establish competitive Active Pharmaceutical Ingredient (API) production capacity in the US over the long term.
"over a long period of time, I find it very difficult to believe how you could set up a capacity in the US for API which is the basic building block for pharmaceuticals at competitive prices."
Pending
The pharmaceutical sector is not expected to be significantly impacted by current events.
"I think pharma is really not going to be impacted"
Pending
The market will likely stabilize once the tariff news is officially announced.
"once the news comes you will probably see things settling down there"
Pending
US tariffs could lead to a slowdown in the US economy, which would have a ripple effect globally.
"all of this could actually go out and hit the US economy causing the US economy to slow down and when such a large Economy The largest economy in the world slows down it has its peripheral impact all over the world as it is true."
Pending
A revival in the consumption sector is expected to begin by the festival season of 2025.
"hopefully we should start seeing a revival out there because yet I think we are an aspirational economy yet everybody wants to consume. So I think we will start seeing that come and that is probably going to start happening by the time we get into the festival season this year."
Pending
Consumption stocks are expected to recover in the second half of FY26 (October 2025 - March 2026).
"Consumption stocks are likely to see a recovery in the second half of 2026 FI."
Pending
Larger private banks are expected to achieve a growth rate of 14-15%.
"the bigger banks the bigger private banks are going to grow at 14% 15% that is the expectation that we get when we interact with them."
Pending
The private banking sector is expected to perform well.
"So I think the private bank space looks very interesting and should do well."
Pending
Companies in the capital market services sector will continue to perform well.
"the capital market services companies will continue to do well and so and so for so long."
Pending
NBFCs are expected to benefit from the current rate cut cycle and perform well.
"NBFCs are in a rate cut cycle. NBFCs should benefit from that first and that they should also do well."
Pending
The Indian stock market is expected to see a decent upside from current levels.
"net net I believe that we should be in for a decent upside from here on"
Pending
The real estate sector is expected to enter a better uptrend, driven by increasing volume and price momentum.
"When volume activity and price momentum emerge, we indicate that the sector has started moving and a better uptrend can be seen from here."
Pending
The NBFC sector is expected to maintain its active performance.
"perhaps the NBFC space will also remain active."
Pending