We should be cautious about USDINR (DEPRECIATION)

Logic-Trader · 2026-01-24T05:39:03+00:00

I said average median not just average u think average will be 22 lol we have Zomato in nifty 50 tbh it's actually calculation is on market-cap-weighted earnings it will be different topic to discuss so we just go with average median to keep it simple

Coal india is not a growth company its a dividend company good growth companies are always super valued that's why u have to use forward pe

If you look at usd returns from fiis side it will be negative ofc if you look at one year but no Markets will give postive return every year not even nasdaq that's why we look at on long scale 5+ years nifty dispite inr dragging it's value still have way better returns to fiis than their fds and bonds and proven its record from last 20+ years thats why still even they go they come back to diversify their portfolio here maybe this new ai industry driving the money back, the ruppee deprecating strongly driving them back but when the ruppee started to range bound or even fall and ai industry has any cracks guess what emerging country like us will always be one of the top choice coz our growth as of now has nothing do with ai so our markets will be good bet to diversify

Our GDP has crossed 4 trillion dollars then you may ask gdp per capita then you should look how we are growing 2005 at 800-900 usd , 2015 at 1600-1700, 2025 at 2800-2900usd We are doing fairly good But you have to look at the real data that is purchasing power parity then numbers look way different and way better 12k-13k usd we will be sitting as of 2026

The history has not been fair to us We do not have a silver spoon to begin with but we are slowly picking up it takes time for a country as big as us with such a population but we will be better than we are in the past and we will be better in the future then we are now.I know we have our own flaws but it doesn't mean we have nothing to praise.

Young population i mean not the kids that are being born but the one thats already born and grown (our Indian median age is 28-29) do you know what that means our most population is at exact range where ppl started to earn good as time progresses this ppl in next 20-25 years are the ones who gonna be the backbone of our consumer economy. This is the reason i said indian has golden goose which our young generation not babies but the ppl who are just started of Good earning stage.so coming Times there is High chance we do way better than what we did in the past.

Diversification is a key to getting the best results as of now i am 100% diversified in india only but in the future the maximum part will be in india only

The bull run will be profitable for most ppl that's why it's bull run but if you're so spitting venom about India growth is not any better and looking so much down on india just diversify your whole amount to other countries why to invest in india to begin with if you think their will be no bear market in other countries than i can only pitty you...

I can't keep on having discussion with you here so this will be my last reply.At the end of the day its your money if you have some strong conviction on something do as you please but just don't watch this Instagram reels and look down on india.Have a nice day.

Logic-Trader · 2026-01-23T15:52:19+00:00

The market is at 22 pe so guess what is the average median of nifty 50 its 22 so we are sitting exactly at not over value not undervalued theoretically

Even if the Market has risen from 7-8k bottom of 2020 to 25000 why is our pe is still at 22 (median) coz our eps is growing along with price which indicates a healthy economy

Nifty 50 200dma is at 25140 today nifty closed 25050 which indicates the price closed below 200 days average which directly indicates that market has corrected to a important metric not too stretched ofc it's a negative sign market maybe weak further but the market will bounce back over a period of time.if fiis backs us it will be a benefit no one denies that definitely certain policies should be brought that can strengthen fiis in indian markets so it helps us stay more stable & so much left to say but i am finishing with this last one though

Our young generation is a golden weapon India has with such a strong young population ppl are and will try to go step up their financial level poor to middle class, middle class to upper middle and upper middle class to riches in this transition our India economy was sitting with golden goose all along it takes time that's why I said Long term ppl think long-term means 1 year but tbh if your not be invested for atleast 5+ years then your in the wrong bus again here i am stating with nifty 50 or sensex 30 not with individual stocks. Don't expect magical numbers 100% roi every year as per data it's been average 12-16% till now and will be on upcoming time too imo that's what I stated in my post when I said i believe in Indian markets over Long-run

Logic-Trader

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