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Rohan Saha

Stealth • 13h

If we look at the last 30 days' return of the Nifty 50, we are closing this month at -2.5% just before the budget with only one day left. Let's see what happens, but overall, the market might give a negative return. Now everything depends on the budget and what the government is planning. CAPEX is important, the repo rate cut is important, and banking liquidity is also important. Thinking about inflation alone won't help now, growth is needed.

13 replies6 likes

Replies (13)

Anonymous 5

Stealth • 7h

I think it will just go side ways now for a while

1 replies

Anonymous 4

Stealth • 9h

The market always factors in everything so i dont think a lot will change after the big reveal.

0 replies

Pavan Singh

Stealth • 9h

9569392335

1 replies

Anonymous 4

Stealth • 9h

Bro the market has already given its response...Look at how things have been going these past few days.

0 replies

Anonymous 3

Stealth • 11h

As someone working in investment banking, these market jitters before the budget are totally normal. But what's interesting this time is how the -2.5% drop feels more structural than speculative. The liquidity crunch in banking is the real elephant in the room that nobody's talking about.

1 replies1 like

Anonymous 2

Stealth • 12h

Unpopular opinion: The market obsession with the budget is overblown. Look at HDFC Bank and ICICI's latest numbers - private sector banks are doing fine regardless of government policies. The selloff is more about global factors than domestic issues

1 replies

Anonymous 1

Stealth • 13h

Lol at everyone playing economist here. The simple truth is FIIs are selling because US yields are attractive. Check the DII vs FII flows. Everything else is just narrative building. Even Tata Steel's CEO mentioned this in their last earnings call.

2 replies

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