Thread by @EquityBuzzz

#RakeshJhunjhunwala on @ETNOWlive

1991 moment for Agriculture
Better pricing power for farmers
Structural reforms in transport & logistics sector to ramp up
India to be the pharma capital of the world
Underownwrship of equities in India
#Nifty #sensex #StockMarket

Percentage of corporate profits to GDP low in India
Api & generic companies to have both earnings & PE expansion
India focused pharma companies to have earnings but not PE expansion
Current pharma rally may last longer than previous rally
#Nifty #traders #stocks #markets

Electric vehicle adaptation in India will be faster than anticipated
Climate change to drive consumer behavior
Recovery from #COVID19 faster than expected
Oppurtunity in Infra,Hotels sector
Value stocks @ITCCorpCom @TheOfficialSBI to gain in 2nd phase of bull mkt
@ETNOWlive

Fmcg stocks ran up 60%,down 10%,still fundamentally in a bull mkt
Most important data point to track - SENTIMENT ,difficult to bet against India
Not bullish on real estate pricing
Bullish on gold ,best hedge in an uncertain world,EMs like China,Russia will limit $ exposure

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