ilmscore | Investing in India's Tomorrow: Elections & Markets | Panel Discussion | InvestEdge 2.0

Investing in India's Tomorrow: Elections & Markets | Panel Discussion | InvestEdge 2.0

Published: 2024-04-12
Status: Analyzed

Predictions from this Video

Total: 7
Correct: 0
Incorrect: 0
Pending: 7
Prediction
Topic
Status
Indian market predicted to consolidate and trade sideways in the coming year (FY25, April 2024 - March 2025).
"I feel in the coming year we are going to see a lot of consolidation in the market it's going to be a sideways Market"
Indian Market Outlook
Pending
India's Ultra High Net Worth Individuals (HNI) population will grow to approximately 20,000 people by 2028-2030.
"you're going to see Ultra hni grow to around about 20,000 people in India by around about 2028 2030"
Wealth Demographics in India
Pending
Price realization in the chemical sector is predicted to increase eventually, driven by increased demand in end-user industries.
"the end user industry of that chemical is seeing increased demand M forward it shows that eventually the price realization will also start going up"
Chemical Sector
Pending
Indian markets predicted to experience a sideways period with low volatility in the 2-3 weeks leading up to the elections (expected May-June 2024).
"the viewers going into elections the last two three weeks we could see some bit of total sideways period where uh markets will not go anywhere at least in India as such"
Indian Market Volatility
Pending
High-performing sectors like railways and PSUs, which have seen significant rallies, are at risk of trading sideways post-elections, rather than experiencing sharp declines.
"today I'm worried about the places where things have done really well there's a risk they may go sideways... a railway sector has done really well... so my view is they may go into a sideways"
Sector Performance Post-Elections
Pending
Private sector capital expenditure (capex) is expected to significantly increase in the next two to three years to sustain India's GDP growth.
"I feel now the next two to three years the private sector kex really needs to pick up to maintain this level of GDP growth because the public sector has undertaken a lot of kex now it's time for the private sector to contribute"
Indian Private Sector Capex
Pending
Foreign Institutional Investor (FII) participation and money flow into India are expected to increase significantly in the coming years, particularly after the elections, given current low FII holdings (16%).
"I expect a lot of money to flow into India in the coming few years so fi holding being at 16% post elections I can probably see a lot more increased participation by the FIS"
Foreign Institutional Investment in India
Pending