Around six months ago, I had shared a perspective ( link ) on the ongoing market volatility. Back then, the story was uncertainty: shaky earnings, policy jitters, IPO frenzy, and global confusion.
Today, the story is shifting.
While many still carry caution, I believe the signs are clear — we are entering a bull market. And this time, it's not hype-driven, but fundamentally supported.
Yes, some are saying, “It will be a difficult bull run.”
But I believe this will be a disciplined one. Why? Because the Indian capital market has matured. We've seen:
- Overvalued IPOs fade
- Weak businesses exposed
- Real performance getting the attention it deserves
The system is learning to differentiate. And that matters.
Here’s What’s Now in Place:
- Repo Rate cuts and CRR easing on the horizon — boosting market liquidity
- Political clarity with no major election drama
- FIIs and FPIs finding smoother entry and exit — a sign of maturity
- India standing tall globally post recent India–Pakistan tensions
- Indian defense and manufacturing gaining investor spotlight
- Global distractions (like Trump–Musk–Epstein noise) only making India appear more grounded
This Time, the Bull Isn’t Here to Sprint —
It’s here to climb with strategy, not chaos.
So, What Should You Do?
- Revisit your portfolio
- Trim noise, add conviction
- Back businesses with strong fundamentals
- Stay steady — and stay invested
Because the best phases of wealth creation often begin when most people are still uncertain.
#Employee2Investor #MyInvestingStrategy #RepoRate #RateCut #RBIPolicyUpdate #RBINews #RBIMonetaryPolicy #BullMarket
Disclaimer: This is not investment advice. Just one investor’s perspective shaped by experience and continued learning. Always do your own due diligence.