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According to Mihir Vora, the underlying domestic themes to be bullish on in the longer term are manufacturing, renewables, digitization, infrastructure, urbanization, premium consumption, financialization of savings, and the rise of equity savings cult. The market is already discounting elections and the verdict seems to be a continuity of regime.

Indian equity markets thrive on policy continuity, investment-led growth, corporate earnings, and liquidity. The RBI policy remains unchanged, focusing on inflation and cues from the US Fed. Valuations favor largecaps. SIP investments provide diversification across market volatility. Geopolitical tensions and the global interest rate cycle pose risks to equity markets.

With Kim Jong-un’s recent statements that he considers the Republic of Korea (ROK) the “primary enemy” and no longer seeks peaceful unification, analysts in Korea and the United States are rightly concerned with the possibility that he may conduct an unprecedented provocation or even an attack on the ROK.

India's development will speed up over the next five years. Narendra Modi's vision for India in the 21st century focuses on higher growth with redistributive efficiency. If he makes a third term, governance reform will be a priority. This offers a guarantee for Indians to prosper before growing old.

The budget aims to make India a developed country by 2047, and has been hailed as "inclusive and innovative" by Prime Minister Narendra Modi.  | Latest News India