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“I personally feel that the stability of the government will cause them to be able to pass more bills in Parliament and therefore concentrate on long-term benefits for the economy rather than worry about what will happen in the general elections. The 13 factors should sustain the bull market at least for 2024.”
“Some of the financial, capex related themes, industrials and real estate, will provide good entry points. But I would rather say that rather than jump and buy now, over the next three-four months, one will get entry points because globally the backdrop does not look very strong. 5-10% dip in some of these stocks would be good long-term opportunities.”
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