Tag: outcome

Aashish Somaiyaa, CEO of White Oak Capital AMC, discusses market behavior amidst economic momentum and upcoming elections. He reflects on historical market reactions to changes in leadership, emphasizing the market\’s preference for continuity during strong economic momentum. Somaaiyaa also says he has never seen a bubble where Nifty CAGR across time horizons is 14-15% compounded.

Naveen KR expects robust stock market performance in FY25 if election outcome aligns with public opinion. He is bullish on gold and PSU stocks, skeptical about market return moderation despite high valuations and strong earnings growth. He believes that the business fundamentals for mid and small cap companies are pretty strong.