@Vivek_Investor Same was the case for private bank almost a year back. Most likely IT sector will do good in short to mid term.
Long term still depends on AI adoption.
@anand_s12905@FinQ_India As per me - Any solar company can be a momentum play for short term but long term looks dicey. Currently Indian govt has given a lot of subsidy and if they remove that Chinese player will enter at much lower cost. Almost everything except cell is commodity here.
#TataMotors transformed its PV game with JLR. Now, its CV segment eyes a global leap with a $4.5B bid for #IVECOβEuropeβs No.2 truck maker. π
With βΉ75K Cr CV revenue already, this move could triple it to βΉ2L Cr.
A bold new chapter begins: #TMCVL
Relax, folks!
The 25% tariff isn't a shockerβexpected and strategic. Itβs a negotiation chip in US-India talks, spurred by EU pressure over Russia trade ties.
No panic, just global chess. π
Market might open gap down but it will mostly stabilize over time.
#ustarrif#Stock
5. Encouraging Investment: Govt. companies & fund managers encouraged to buy stocks.
6. Policy Change: Xi Jinping's shift in policy, symbolically supporting top corporates.
7. Recent Re-rating: Recent positive shifts, especially in the tech sector, leading to investor interest.
Why is more money now going towards China?
1. Compelling Valuations: Current valuations make investments attractive.
2. Tech Monetization: Advancements in AI and technology by companies like Alibaba.
3. Previous Underperformance: Factors like deflation, demographics, and deleveraging led to past underperformance which are improving now
4. Stabilisation Fund: Government intervention to stabilize stock prices.