Try GOLD - Free

Cruising At 29000 And Climbing

Dalal Street Investment Journal

|

April 02, 2017

Lohit Bharambe conducts a detail research while also considering various national and global factors around us at this time and may surface during the approaching months before reaching to the conclusion on the road ahead for Indian equity markets. Read on to know more about the markets' movements during next one year.

Cruising At 29000 And Climbing

THE BACKGROUND AND ROAD AHEAD

A great sense of euphoria has now gripped all across the nation as equity markets have been shinning following positive political developments and also set of reforms introduced by Narendra Modi led NDA government in the Centre. On March 14, the markets opened touching their record highs taking cues from the outcome of Uttar Pradesh state assembly elections where BJP thrashed the ruling Samajwadi Party and its newly-wed coalition partner Congress thus reiterating the sense of political stability in the minds of the countrymen and especially the retail investors. The big question at this time dominating heart and mind of every retail investor is: where do the markets go from here.

We at Dalal Street Investment Journal explain how retail investors should act in capital markets keeping various triggers in mind. One should be ready with cash and act with the advantage of market sentiments. In simple words, during negative triggers, investors should invest in a staggered manner to hedge risk and take an opportunity for averaging buying price.

There are various domestic as well as global macroeconomic events which are going to impact the markets in the coming financial year. Markets acts irrationally when events such as demonetisation occur. Moreover, it is very difficult to predict future moves that will push markets down. Investors should act wisely and enter in the markets to get the right pricing and valuations overall.

CURRENT SITUATION

The Indian capital markets are near all-time highs. BSE Sensex and Nifty have increased almost 15 percent in FY17 till date.

MORE STORIES FROM Dalal Street Investment Journal

Dalal Street Investment Journal

Dalal Street Investment Journal

Capital Markets 2.0: From a Banyan Tree to Billion-Dollar Trades

From open street gatherings to today's tech-driven markets handling crores in daily turnover, India's capital markets have truly come a long way. But the transformation isn't over yet. In this story, Mandar Wagh explores the next wave of evolution reshaping India's financial landscape, highlighting SEBI's progressive reforms, the rise of a strong digital backbone, and the key companies positioned to benefit from this structural shift

time to read

6 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

India Inc's Q1 FY26: A Tale of Resilience and Reckoning

Q1FY26 has revealed a corporate India that's adapting smartly to shifting global currents while drawing strength from domestic policy support. With RBI's timely rate cuts cushioning demand, sectors like banking and insurance have surged ahead, even as IT and consumer segments navigate headwinds. Early results from 200+ companies suggest a story of selective strength and strategic resilience. The rest of the earnings season could either cement this momentum—or test it

time to read

5 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

RIDING WATER INFRA BOOM WITH VALUE-ADDED GROWTH

Jai Balaji Industries Ltd

time to read

2 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

Active Momentum Funds Timing the Market or Tapping the Trend?

Abhishek Wani evaluates whether India's active momentum funds are skillfully timing markets or simply riding trends. By dissecting strategies of Samco and Quant, he scrutinizes the fine line between tactical rotation and disciplined trend-following in a volatile momentum investing landscape

time to read

10 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

FIEM INDUSTRIES LTD LEADING THE CHARGE IN AUTOMOTIVE LED LIGHTING

India has become the fastestgrowing major economy in the world in recent years, which has led to significant demand for automobiles, including auto components.

time to read

2 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

The Case for Value-Oriented Mutual Funds

We Indians love a good bargain. Known for our haggling skills, we take pride in not overpaying - whether it's for a product or a service. After all, why pay more than what something is truly worth?

time to read

2 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

EMI vs SIP : Finding the Financial Sweet Spot

With rising home loan interest rates and evolving tax rules, many individuals face a critical choice- should surplus funds go toward prepaying their loan or building long-term wealth through SIPs? This piece compares both strategies across scenarios, helping you make an informed decision based on savings, returns, risk, and time horizon

time to read

9 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

Make Your Portfolio Inflation-proof

Inflation is crucial to investing as it reduces the value of your money over time. Therefore, keeping up with the rate of inflation, to protect the value of investments, should be the top priority for every long-term investor. Remember, the ability to earn a positive real rate of return, i.e., gross returns minus taxes minus inflation, would depend upon the composition of the portfolio.

time to read

2 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

AI Tailwind in IT Stocks: Time to Reboot Your Tech Portfolio?

After one year of sectoral underperformance, Indian IT is quietly undergoing its most radical overhaul since the cloud revolution, this time led by AI. The shift isn't cosmetic; it's existential. GenAI is reshaping services, rewarding agile midcaps and prompting investors to rethink legacy bets. The future of tech belongs to the AI-ready.

time to read

11 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Gen Z: High Conviction Story, but Priced to Perfection?

From skincare routines to fashion trends, Gen Z is transforming how India consumes. This digital-first generation doesn't just buy; they curate experiences, demand personalization, and look for authenticity in every swipe and scroll. As India's 440-million-strong Gen Z cohort begins to dominate discretionary spending, platforms built to speak their language stand to gain immensely. Nykaa, India's leading content-led, lifestyle retail platform, is at the forefront of this generational shift

time to read

8 mins

July 28 - August 10, 2025

Translate

Share

-
+

Change font size