*📈 Bull Run 2.0 Loading… 🐂* *It’s Time to Increase Your SIPs 💸 ❓* The Indian Stock Market is gearing up for a massive multi-year rally — and the signs are crystal clear. *Here’s why India is the ultimate bull case right now 👇 Read Detailed Thread 🧵* https://x.com/rajneesh__jha/status/1932465655049318768?s=46 🔵 1. Mutual Fund Mania – Retail Power Unleashed! 🇮🇳 India’s Mutual Fund AUM hit a record ₹72.2 lakh crore! 💰 SIP Inflows at ALL-TIME HIGH: ₹26,000+ crore/month 🚀 Retail investors are no longer spectators — they’re leading the game. 🟡 2. RBI Turns Dovish – Cheap Money Era Returns 🏦 Repo rates at multi-year lows ➕ Back-to-back cuts expected 🏗️ Easy credit = more capex + more jobs + higher consumption 💸 Liquidity is flowing → Fuel for economic and stock market expansion 🟣 3. Tax Relief = Higher Disposable Income 📉 0 tax on income up to ₹12 lakh (New Tax Regime) 👨‍👩‍👧‍👦 Middle class is saving more, investing more, spending more 💸 More SIPs, more retail activity, more demand! 🟢 4. GST Collection Breaking Records 📊 May 2025 GST: ₹2.01 lakh crore (3rd time crossing 2 lakh mark!) 📈 16.4% YoY growth — shows strong economic momentum 🧱 Indicates formalisation + rising consumption 🔴 5. India: The Fastest Growing Major Economy 🌏 While the world slows, India runs — IMF projects 6.8–7.2% GDP growth 🇺🇸 US facing possible recession, high interest rates 💡 Global capital is rotating to India — better risk-adjusted returns ⚫ 6. Global De-Risking = ‘China + 1’ = India Win 🏭 Companies are de-risking from China → Setting up in India 📦 Logistics, warehousing, EVs, semiconductors — huge inflows 🚢 Exports poised to hit record highs over next 3 years. 🟤 7. Crude Oil Correction = India’s Gain 🛢️ Brent crude below $80 = lower import bills 💸 India will save ₹2 lakh+ crore this year on oil alone 📉 Reduced CAD + stable rupee = Strong macro support. 🔶 8. Mega Infra Boom Underway 🛤️ ₹11 lakh crore+ allocation to infra in Union Budget 🏗️ Ports, railways, roads, airports — capex at record scale 🚚 Last-mile delivery costs falling → Boost to business margins ⚪ 9. Defence & Space = New Frontiers for Growth 🚀 India is doubling down on indigenization 🔫 Big orders flowing to Indian firms (HAL, BEL, etc.) 🌌 Space startups + tech defence = sunrise sectors for next decade. 💡 Other Bullish Triggers: ✅ Corporate Profits as % of GDP climbing again ✅ UPI dominance & digital banking penetration = financial inclusion ✅ Stable political regime = policy continuity ✅ FII confidence returning with heavy inflows in 2025 ✅ INR depreciating slowly = better returns in USD terms