How long can investors take advantage of record high in Nifty, Sensex accident? Explained

Indian stock market: Amidst the tariff comments of Trump tariffs targeting areas such as steel, automobiles, pharmaceuticals and semiconductor chips, the stock market is observing significant instability. The Indian stock market declined in the fourth consecutive season on Friday. The Nifty 50 index closed 117 points at 22,795, while the BSE Sensex fell 424 points, settling at 75,311. meanwhile, Bank nifty index 353 points slipped, ended at 48,981.

Stating that how can investors be benefited for a long time from Nifty, Sensx crash from SMC Global Securities Limited Chairman and Managing Director, Subhash Chand Aggarwal, Subhash Chand Aggarwal, said that stable economic growth, carrying forward the export sector Steps dedicated to, and dedicated steps to strengthen us- India will help companies generate high income, which will benefit long-term investors.

Here are some parts of the interview –

How long can investors benefit from Trump’s tariff rent?

The stock market is experiencing excessive instability, between the trump tariff rent on various areas such as steel, automobile, pharmaceutical and semiconductor chips. There is also a constant fear of mutual tariffs, but it will have a limited impact on India, as India’s GDP growth in FY26 is expected to be sustainable in the range of 6.3% to 6.8%. India currently focuses more on domestic development with high consumer expenses and infrastructure investment. The US-China trade war will help Indian exporters as American buyers will look for alternative options to avoid high cost. This can lead to significant export benefits for areas such as power machinery, automobile components, mobile phones, pharmaceuticals and textiles led by India’s strong production capacity and competition. The US is India’s largest export destination, with a 17.7% stake in India’s total exports in FY14. Recently, the Modi-Trump meeting has announced a plan to increase bilateral trade by $ 500 billion by 2030, which was $ 190.08 billion in 2023. The purpose of the comprehensive trade agreement is to reduce obstacles for the service sector and reduce norms, which will improve business confidence. Between April 2000 and September 2024, India received an FDI of $ 67.8 billion from the US and is the third largest investor in India, showing its confidence in Indian businesses. Constant strengthening of trade relations between the two countries will directly benefit Indian exporters, especially IT, pharmaceutical and electronic freight sectors. India has taken major steps in the Union Budget with the establishment of the Export Promotion Mission, and to provide the export credit, to simplify business documentation and provide easy access to financing solutions. Standing economic growth, dedicated steps to carry forward the export sector, and strengthening the US-India trade relations will help companies generate high income, which will benefit long-term investors.

Which section to see the fishing below?

Stock market In a correction phase and overwell stress has also trimmed, which has led to an ideal opportunity for fishing below. Nifty returns declined by about 13% – 14%. The banking sector which is the highest weightage among the Nifty 50 is also feeling a pinch of climbing. In the last 6 months, the Nifty Bank returns fell nearly 4% and have been trading near the lower level of 52-week. However, it is trading near a ratio of 2.12 in the ratio of a 6-mahne low price-to-book (P/B), which highlights its underwelling and opportunity for investors. Reducing the repo rate from 25 basis points will increase the demand for credit and the credit increase of banks will be revived. Additionally, RBI is the perfect steps to inject bonds and VRR auction banking sector by RBI. To manage liquidity, high credit growth and RBI’s active steps will pave the way for strong recovery of banking shares.

Top 5 Sector Pix

After sluggish demand, inflation pressure and poor margin, companies’ earnings are drawing down into some previous quarters. In the third quarter, BFSI, IT, telecom, healthcare and real estate sectors are a clear indication of recovery in earnings, which makes them ideal for long -term investment. Q3 results were mainly led by the BFSI sector, with an increase of 11% in earnings with PSU banks, with low credit costs, low slippers and strong profit increase. Repo rate cuts and tax relief will promote loans and deposits in the loan sector for a long time. The IT sector saw an increase in net profit of 11.7% on a year-long basis under the leadership of recovery in export to the US in BFSI vertical of IT companies. Margin improvement will probably be an important trigger for an increase in IT sector. The Telecom sector saw an increase of 159.2% yoy in net profit in the third quarter, leading to data traffic, user-advance expansion, and increase in the ARPU due to tariff hike. The Healthcare sector saw a strong growth of 25% yo inspired by strong demand in the US generic market, focused on chronic therapy, and stable input costs. Real estate is also a prominent winner in earnings with 60% yoy development led by the growing demand of premium and luxury Prasad. All these five regions have excellent results in the third quarter and are ready to grow in a long time run by strong trade models and high consumer demand.

Any challenge for Indian economy?

While India’s growth is stable, there are some challenges that need to be addressed such as weakening the rupee, slowing down consumption in the urban area, and increasing uncertainty globally. Various steps such as forex such as selling to smooth the extreme instability in the rupee, provide high tax exemption to increase disposable income, and strengthening domestic manufacturing and exports will help navigate these challenges. In the second quarter of FY25, India’s GDP growth fell to 5.4%in the seven quarter. There is a recovery in rural demand, a moist, strong agricultural production and high capital expenditure in inflation. In addition, the index of Industrial Production (IIP) increased to 3.9% in the third quarter, which was more than 2.6% in the second quarter of FY25. All these factors can increase India’s GDP growth up to 6.3% in the third quarter of FY25, which is marginally higher than the RBI forecast of 6.2%. In the Union Budget, fiscal deficit has been targeted at 4.4% of GDP for FY 26 for FY 26, which is lower than a 4.8% modified estimate for FY25. Center’s net tax revenue is also expected to increase by 11% 28.37 lakh crore in FY 26. The budget also highlighted the government’s commitment to reduce the country’s debt-to-GDP ratio every year. By sticking to a disciplined and vigilant fiscal strategy, India will achieve comprehensive economic stability, promote reserves, and improve liquidity that will deepen confidence among foreign investors. With better fiscal status and high consumer expenses and investment, India’s economic growth will touch new heights.

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