- US fed has increased the rates 11 times in 2022-23. In my view, it does have a temp effect but it withers away soon.
- India is always in an election mode with general election every 5 years. Again it does have a temp effect and market recovers soon thereafter. Problem is if BJP doesn’t come back in power, this period will be longer. But chances of that happening is low in my view.
- Chinese economy crisis is helping our export oriented businesses, I am not sure how will this impact our market in very adverse sense.
- US Inflation is directly linked with fed rate hikes. Also, besides crude oil imports and businesses dependent on that, I am not sure how will this affect our stock market.
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