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RBI Cuts Interest Rates : https://www.youtube.com/post/UgkxnjgEMkGZRhdQOKroWe_f--KaVXq3-lX0

Why Forward P/E Matters More Than P/E* Investing based only on *P/E ratio* is like checking last season’s scoreboard to predict the next match—you’re looking at past performance, not future potential. Smart investors focus on *Forward P/E* because stock prices move on *expected earnings growth*, not outdated numbers. How to get real insights? ✅ *Concalls* – Direct clues from management on future plans. ✅ *Peer tracking* – Compare with competitors to spot industry trends. Markets don’t reward the past, they price in the future

5 Reasons for Market Decline 📉 1️⃣ Tariff War Impact – US imposed tariffs on China, Mexico & Canada. Retaliation + WTO case = Global market dip. 2️⃣ Capex Stocks Crash – Budget infra capex barely increased, hitting infra, railway, defense, power & cement stocks. 3️⃣ Rupee Hits Record Low – Fell to ₹87.28 as a strong dollar (109.5 index) raised FII selling fears. 4️⃣ FII Selling Continues – ₹1,327 Cr sold on Budget Day; ₹87,374 Cr outflow in Jan alone. 5️⃣ Weak Q3 Earnings – Margin pressure due to high raw material costs = No market support.

**Indian Budget 2025: Key Sectors in Focus** **Consumer Sector:** -Tax relief (unlikely) may boost demand in autos, retail, and consumer durables. Rural-focused schemes like MSP increases and higher MGNREGA funds could benefit FMCG. *Agriculture* -₹1.52 Lakh Crore for irrigation, PM-KISAN, and digital reforms. ✅ Rural/urban demand measures could lead to growth in FMCG, autos, tractor, and retail sectors. ❌ Focus on freebies without real demand triggers could keep consumer demand sluggish. **Infrastructure:** ₹2.55 Lakh Crore for railways, ₹2.78 Lakh Crore for roads and smart cities. ✅ Strong capex allocation benefits cement, steel, and rail companies. ❌ PSUs and EPC companies may struggle if capex growth is below 10%. **Defense & Space:** ₹6.2 Lakh Crore for military tech and space startups. ✅ Growth in defense comp5 with increased funding. **Healthcare:** Focus on TB elimination, rural telemedicine, and pharma R&D. ✅ Higher allocations for Ayushman Bharat will benefit hospital chains and diagnostics. R&D tax breaks could boost pharma innovation. ❌ Drug price controls may affect generic pharma companies. **Green Energy:** EV tax breaks, incentives and push for solar and wind energy. ❌ Fiscal constraints may slow sector growth. **Manufacturing & MSMEs:** PLI expansion, easier credit, and compliance reforms. ❌ Limited credit and compliance effectiveness could limit growth. **Education & Skilling:** Training 20 Lakh youth in AI, ML, and data science. ✅ Growth in tech and education sectors. **AI & Digital:** Expansion of 5G, AI hub, and UPI incentives. ✅ Digital infrastructure boosts tech companies. **Real Estate:** PM Awas Yojana 2.0 for 1 Crore urban families. ✅ Real estate demand increases in affordable housing. **Tourism & Jobs:** ✅ New tourism zones and labor law reforms.

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*"Identifying potential multibaggers is easy; the real challenge is holding* *them through volatility."* *– Words of Rakesh Jhunjhunwala*

Economic Problems are increasing – Time for Relief! - FIIs are continuously selling - The rupee is at an all-time low - GDP growth is slow - People are stressed due to high taxes - Q3 numbers are shrinking, adding more pressure Remember – Higher Taxes = Higher Tax Evasion. It’s high time to provide relief to the economy! Why a 1% CRR cut is essential: ✔️ It’ll resolve liquidity issues. ✔️ It’ll push interest rates down. ✔️ It’ll help boost economic growth. • After that, RBI must ease some lending norms and reduce risk weightages. • Fiscal support is needed, but we can’t expect much from that side in the short term. 📉 What do you think should be done next?

Nowadays, the stock market has seen an increase in companies using speculative tactics to manipulate facts, financial data, and even accounts. Ultimately, shareholders pay the price when the stock price starts declining after the discovery of these issues. Here are some simple warning signs to help you avoid trouble: 👉 *Sudden Increase in Investor Meetings* It's worth questioning the reason behind this sudden attention and increased analyst coverage of the stock. (e.g. Infibeam Avenues, Zomato) 👉 *Frequent Adjusted Earnings* When a company keeps calling losses or extra expenses "one-time" or "exceptional," it might be hiding its real financial health. (e.g. Zee Entertainment) 👉 *Lavish Spending on Luxuries* Unnecessary spending on luxury perks like private jets shows poor money management. (e.g. Kalyan Jewellers) 👉 *High Fees Paid to Auditors for Non-Audit Work* It raises questions about the company’s transparency. (e.g. Manpasand Beverages) 👉 *Overactive CEO on Social Media* It can lead to controversies and a lack of focus on running the company. (e.g. Paytm, Ola) 👉 *Frequent Resignations of Key People* It’s usually a sign of deeper internal issues. (e.g. Ola) 👉 *Unqualified People on the Board* Better safe than sorry!