Bullish theme:
Digitization - Data and Digital properties
Distributed Supply Chain means more market share for Indian Pharma Supply Chain and Chemical companies faciliatetd by
Anti China sentiment and Atmanirbhar Policy (domestic manufacturing for domestic consumption)
Accelerated Digitization of Global companies to drive big deals for Indian Tech companies and Remote working to drive high margin offshoring which can be done in Tier 2 Tier 3 town. It means low-cost scaling. It's a structural reset for Indian IT companies
No wonder there has been a big bull market in
Reliance
IndiaMart/Naukri
Pharma
Specialty Chemicals
IT
Nobody can dispute that the real traditional Indian economy has been badly hurt and any companies linked to the real economy will suffer and hence all such stocks should be avoided especially Financials
Each of these things I shared as they happened on smarketpremium.com. The idea of the financial market is to visualize the future and look for price action confirmation
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