Sensex to cross 50000 before Oct 2021, FDI to cross 100bUSD, Rupee Dollar to be 65-67

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Sensex, Economy, Post Covid life and Economy  ..

India's SBI to be amongst worlds top 15 banks. Bank of Baroda shall be india's most foreign bank.

It will increase for sure ...but, even when sensex reaches close to 45k, it hovers around 1500-1600. Range is 900-1400. But considering change in economy ...Reliance has a potential to cross 2000....(disclaimer, only opinion)

I feel, Trust Lost Is not discounted when we analyse Wave A,B or C, also in this fringe, one only event is not covered by any wave, theory, and basis of histtory repeats itself , or a pattern formation in technicals, stochastics are not able to predict.

The Fundamentals have changed and as new rules are set, (based on reaction and response to this Cheap China Virus Country), the way forward is increased money supply, fiscal deficits, and shift of focus Make Vs Buy, Country Risk, and Flight of Capital. Even a Zero rate policy for few years , national support like US support to Citi , European Bank support to BNP, RBS etc, Japanese , South Asian Currency Crisis in 1988(due to Malaysia, Thailand, Indonesia Flight of Capital, No Regulatory Athaurity) Leading to JGB market of 6 TUSD. Mexican Currency Crisis in 1990's, Russian Breakup CIS in 1990, Greece Fallout in 2014-2017, Nigerian Devaluation, Chinese Appreciation 1995-2015,  Carry Trade in Swisi, CHD and Yen.

Have had one thing in common - External Debt, Fiscal, No Internal Debt, Trade Deficit and Corruption beyond acceptable zone.

Considering Above , and considering the gigantic size of ship, 5% stimulus of world economy may be less. And , unwinding of losses will be very difficult as it is not merely Contango , but a grid lock situation where one leg of transaction is complete and liquidity chain breaks and transactions fails. We have started seeing this .

World moves on 4 Markets Energy(Petrol/Diesel, Gas)+Agri+Ferrous+Non Ferrous

Basis Lead in Crudonomics is seen and Others to Follow.

The magnitude and Underlying Tsunami's intensity, and location is not known yet.

Compare Money Supply , Losses,  Capital or NW, and Supply Chain Working Capital Requirement.

5% of spptimulus in total can support ...but impact of Airline Industry Losses, and other lossehs,  if , hits insurance , re insurance companies, the actuals will start flowing out.

I sincerely feel, that present situation is outside the purview of  old techniques, and basic technique of Liquidity, VaR, Big Brands, Global Presence MNC, Need based product companies, Pharma, Agri , Ecomm, Logistics, GPS, SCM, E Learning , ISP and telecom giants are going to be back in the radar and investment list of fund managers.

Support once broken at 8000 levels , was pulled back majorly by  institutional buying by LIC , Few Large Funds to keep the Liquidity in the Markets.

Coupled with Pressure on Rupee Dollar, and lack of international credit lines, makes it even worse for the banks, funds, central banks and corporates to offload as losses will be almost 50-60% or even more on overnight positions in some cases based on asset class.

ILC/FLC/BG/SBLC are rolled over.

All this will change soon and India should offer its own electronic platform..Sone Ki Chidiya with 40 lakh crores of Gold Cult amongst its people...Most Capable Minds and Strong Values...which have been looted for last 1000 years and still growing .....True India and Indian ..Land of God , Himalaya(Source of World energy and balancing Earths movements, pressure.

Time to Invest

Happy Investing, India Next....