• 2 months ago
Delhi: Dr Manoranjan Sharma, Chief Economist at Infomerics Ratings, says, As we all know, the Sensex has been fluctuating between different levels. Today, it briefly reached an all-time high of 85,123 before closing slightly lower at around 84,900. There are several factors contributing to the ongoing bull run in the Indian stock market.

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00:00Yes, as all of us are aware, the S&6 has been moving from one level to another. Today, for
00:07some time, we had reached a level of 85,123, which was an all-time high record. Subsequently,
00:16at the time of closing, it came down a little bit and I think it closed at 84,900 levels.
00:23There are several reasons for the kind of bull run that we see in the Indian stock market.
00:29Obviously, at the global level, there are factors such as the Fed cut, which is affected on
00:35September 18. Today, the Chinese Central Bank has taken some strong series of actions. At the
00:43national level, there are issues of policy continuity following the election. There was
00:48some concern that because of a coalition government in place, there may not be policy continuity,
00:54but this has been completely disproved. Corporate profitability is doing well. There are aspects
01:02such as foreign inflows, consumption picking up, capital expenditure doing well, credit growth
01:08again doing well, and funds inflow. So, at a serious level, we find that there are both
01:16fundamental and sentiment-driven factors which are driving the growth of the S&6 in India.
01:22This is a little difficult but cannot be ruled out with a kind of bull run,
01:27but then one lakh would be reached shortly. Whether it would be possible in this calendar
01:31is a little difficult to say. This would be a too steep a climb, but India is certainly
01:38in the midst of a bull run in the Indian stock market. Yes, we are entirely in agreement with
01:44this kind of an assessment, whether you look at the assessment of the Government of India,
01:49Ministry of Finance, Reserve Bank of India, NITI.IO or other important individual institutions,
01:57everyone seems to be on board that 6.5% to 7% growth in India is here to stay for the next
02:05few years at least. There are several important drivers both on the demand side and the supply
02:11side. There is the issue of demographic dividend. There is the issue of digitalization-induced
02:18profitability gains. So, taking all these factors together individually and collectively,
02:24we see no reason to disbelieve that this growth in excess of 7% would be achieved in India
02:34going forward in the next few years.

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