Now Its Economic War-Sensex Nifty SGX Dow JGB USD Euro Rates Yield Curve Inflation- US & Europe Checkmated

POWER - SUPREMACY

It is the sensex, all set to be up will cross 63000 and even 65000 in next 60 days or even before.

But volatility will be high...so play in premiums and in few  counters like GMR, Tata Motors, Mahindra , Adani Ports,। One can take positions 

Objective of War has now changed.

US made mistake by aggravating. Europe has also experienced and shall experience even more.

So now Economics is driving and if US wants to save Dollar and its own economy, keep interests low and save Dollar as reserve currency and even save SWIFT it has to Fight and silent the aggression of Russia and China.

Bilateral Currency Swaps of China, Russia, India, Digital Currency, BRICS, Saudi Moving to BRICS, etc will create a new geo political situation.

Petrodollars , compulsory dollar trade of crude is also going to get a jolt sooon.

Putin has actually been able to get Saudi, UAE, IRAN, China, against West. Exposed US and NATO and hard reality of interdependence and misuse of NATO members, EU and conspiracy against Russia.

Dollar Index shall come down slowly hence Rupee will strengthen.

FDI inflow is to increase and shall double from 85bUSD to 150 bUSD in India.

USD dominance has come down to 59% from 80% in trade, as reserve currency USD, it is reducing from 70% levels. The only issue is of Transparency and legal system , free trade system which will prevent and may derail and delay the process of reducing the hegemony of US and USD.

A new Monitored regime like Bretton and woods system and currency is required and respective counter party trade risk will have to be secured like exchanges and settlement. 

Including GDR ADR Concept of Demat fungible format of Currency using Bitcoin with KYC and accountability and traceability will be the new order of currency.

 What is in store for Commodities like Agri, Energy For (Gas, Crude,Coal), metals ferrous and non ferrous, Luxury and necessity and eventually Habbits?

All will be up and Countries will hoard...we have seen situation due to Ukraine conflict- Sunflower, Grains, Coal, Crude, Gas ...what has happened.

Wasteful defence expense is going to increase leading to Unproductive use of money and hence , more of printing of money and more of buying of arms.

Using Terror groups as pawns in front..forwards of War...will eventually create issues later and they shall demand more.

Nulcear Warheads and planes bombers in different locations is a clear against NATO treaty and NPT and hence 

It seems ...There is no value of people and hence no one has grown mentally and there is no heart for peace and human rights...

So...Make money keep liquidity and make use of international situation.

India is now most preferred destination for business , manufacturing and living , including tourism, so invest in stocks of reality, tourism, manufacturing, defence, banking , Communication ISP, for long term and trade in range bound covered positions so that both Capital and trade margins are earned. Russia and China including Saudi are buying gold and hence gold is going to be between 1600-2000 and may even touch 2500 in next 3 years.

Invest in Countries and Zones who can feed their people and have local markets.

BMW and few others including BASF have decided to shift to China from Europe. Germany and Britain are worst hit.

Happy Investing,