The content discusses recent losses (‘L’s) in the Indian stock market, including events such as Adani’s recent loss, the Ukraine conflict, inflation, slowing economy, underwhelming corporate profits, and FII selling due to overvaluation and more attractive markets elsewhere. The author also mentions potential future losses, such as BJP losing Maharashtra, slower than expected Q2 GDP growth, and Trump tariffs affecting exports. The author warns against expecting the market to always go up and emphasizes the importance of investing during difficult times.
The author also points out that the market’s recent correction is due to overvaluation, as the NIFTY PE ratio is too high. They note that while there have been previous losses during the bull run, such as the Russia-Ukraine conflict, the market didn’t seem to be affected. However, now that the euphoria has ended, the market is reacting to negative news. The author suggests that the market’s resilience will be tested, but long-term investors can find opportunities amidst the volatility.
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