Postagens do Canal CA Tapan Doshi (SEBI RA: INH000015516)

🔥 NTPC, Power Grid & NHPC – What’s the Future from Here? 🔥

Power sector stocks have been on a strong uptrend, but is this rally sustainable?

💡 Should you invest in NTPC, Power Grid & NHPC for the long term?

📈 Growth potential, valuations & risks – everything you need to know!

⚡ Are these stocks still undervalued, or is it time to book profits?

🎯Watch now & decide smartly! 📺 https://youtu.be/cyTeqOeH0ew

Despite near-term volatility, India's long-term growth trajectory remains intact.
The World Bank estimates India needs 7.8% growth annually to become a high-income nation by 2047.
Fiscal and monetary policy support, including tax rationalization and potential rate cuts, will be key to sustaining growth despite global headwinds.

The US dollar index surged to 107.35, making foreign investments in emerging markets costlier.
With higher US bond yields attracting global capital, FIIs are shifting their focus to safer returns. This trend is likely to continue unless global risk appetite improves or domestic policy changes make Indian equities more attractive.

Q4FY25 earnings expectations, especially for banks, remain weak.
After a disappointing Q3, markets are pricing in lower profitability due to margin pressures and slower loan growth.
If Q4 earnings miss expectations, selling pressure could intensify, making stock selection even more critical.

The upcoming MSCI index rejig is another factor driving volatility. Institutional investors are rebalancing their holdings ahead of the changes, impacting trade volumes.
This restructuring can lead to short-term price swings, as passive funds adjust allocations based on revised weightages.

China’s stock market has rebounded sharply due to aggressive economic stimulus, including rate cuts, property sector support, and liquidity injections.
This has helped restore investor confidence, drawing capital flows into Chinese equities. With China becoming a preferred investment destination, global fund allocations are shifting.

🔥 PFC, REC & IREDA – Has the Bottom Arrived? Where to Buy?

📉 Is this the right time to enter?

📊 Fundamental & Technical Levels to Watch

💡 Best Buying Price & Strategy Ahead

📺 Watch Now: https://youtu.be/u04ETZnST14

Power finance stocks are at a crucial level! A golden opportunity or more correction ahead?

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India’s GDP growth rebounded to 6.2% in Q3FY25, up from a seven-quarter low of 5.6% in Q2.
Though slightly below the 6.3% MC poll estimate, this recovery keeps the FY25 GDP forecast steady at 6.5%.
FY24’s GDP forecast was revised upward to 9.2% (from 8.2%), while FY23 growth was revised to 7.6% (from 7%). A 6.6% GDP growth is expected for FY26, according to economists.

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Regards,
TIH Team