Q4 & GST Together Can Take The Markets To New Highs & Will

As we approach to a very exciting time ahead as far as performance of the equity markets in India is concerned this earnings season, certain geo-political concerns around us are bound to affect the markets globally and ours are no exceptions. While there is this small piece of dark cloud in this fairly clear blue sky above us, this small cloud too has a silver lining or two--I am referring to the stage now all set to roll the unified tax regime, GST in the country. Also we are eagerly awaiting the fourth quarter numbers coming from India Inc. There are good amount of reasons to believe these numbers will be fairly better than the same released after completion of the third quarter. So this mix of GST and impressive fourth quarter numbers is definitely going to overshadow the threats coming from geo-political tensions around us and take the markets to their new highs. While you can look forward to witness markets clocking higher benchmarks, you can also use any dip in the markets to pick up right set of stocks after wise considerations and we are by your side, as always. 

To ensure you buy the right choices only, this edition of your favourite investment fortnightly has featured a Special Story on stocks to sizzle this summer. After investing good amount of time in research and analysis of a set of stocks, finally our research team has come up with four stocks which you must pick and add in your portfolios this summer. Meanwhile, there are talks around us these days about government finally letting at least two oil majors to merge with each other and create a huge entity, not only protecting interest of the retail investors and also giving them higher returns in the days to come but also ensuring handling global challenges in the field of oil and gas exploration in a more equipped manner. Our cover story package includes a detail discussion on the tentative merger of ONGC with HPCL or any other OMC in near future. The package while also bringing in exclusive interactions with the stake-holders of this mega merger on the cards, got an ‘investors’ guide’ towards the happening--which may create a large petro giant in the line of British Petroleum or Exxon. I am sure you will find it worth a read and a guiding piece to decide on your future investments in the companies under consideration.

Meanwhile, loads of progressive steps towards urbanisation and industrialisation are being taken in certain states, especially in the state of Uttar Pradesh under guidance of the new chief minister, Yogi Adityanath. While some are criticising him strongly for no strong reason, I foresee Uttar Pradesh as a state doing extremely well in near future and also contributing very high in the country’s GDP, due to sheer size of the state and changes in governance, which is indeed pro-development. Adityanath is working under direct guidance of our Prime Minister, Narendra Modi, who has established himself across the globe as a pro-development political face and also administrator.

At the time of sending this note to print, I can see the time-table for the fourth quarter’s results publication. While the FIIs participation has been extremely positive of late for the markets, stronger and better numbers emerging this time will bring in further FIIs in the markets. The DIIs are net buyers at current levels. The asset class called India could well be one of the top performing asset classes globally and this will attract more portfolio money from abroad in coming quarters. All said and done--once again let me reiterate, make the right choice and buy the right ones from the markets as they inch up further steadily. For making the right choices, refer to us, write to us with your queries, access our set of online and offline products. Heat or cold--we are there with you. Stay safe this summer as mercury too is rising steadily alongwith the market graphs. 

Happy Investing !!