Indiacharts

Thats the tile of My recent Long Short report. Not read it? Visit the Indiacharts App. This is the view for 2026.

1 week ago | [YT] | 1

Indiacharts

There's no doubt in my mind that 2026 is going to be a blast! 🧨🧨🧨⚡⚡⚡

1 week ago | [YT] | 12

Indiacharts

Equity is the New Gold! - Read the entire Long short and 30+ charts as always to get a birds eye view of where we are and where we are going in financial market trends for the coming months. The Dec 2025 report is online and you can sign up here www.indiacharts.com/insiders-club to get access or simply download the Indiacharts App here play.google.com/store/apps/details?id=com.indiacha…

1 week ago | [YT] | 6

Indiacharts

When you go deeper into the drivers of the gold silver bull market, beyond the de dollarisation story you see what lies beneath

1 week ago | [YT] | 2

Indiacharts

When NCDEX prices were rising for days they were front running something. News always follows price:- I have been writing a lot about steel from the commodity cycle perspective at Indiacharts.
India imposes 3-year tariff on steel products, imports from China to be affected www.hindustantimes.com/india-news/india-imposes-3-…

1 week ago | [YT] | 1

Indiacharts

Why are Japanese stocks up 2%. They raise rates, the yen falls and stocks go up?
Ans: Negative real interest rates
Go figure
Or listen to the complete discussion on WWIC #227

3 weeks ago | [YT] | 9

Indiacharts

Weekend with Indiacharts published today - later than our usual Saturday afternoon. But this is a must for all investors looking to understand everything from the impact of Macro on markets, global market trends, and the trade setup on Nifty. Rohit Srivastava shares his insights, drawing on 30+ years of experience. Get Access at this link and watch the Episode before another week begins - www.indiacharts.com/insiders-club

3 weeks ago | [YT] | 5

Indiacharts

Equity is the New Gold! - Read the entire Long short and 30+ charts as always to get a birds eye view of where we are and where we are going in financial market trends for the coming months. The Dec 2025 report is online and you can sign up here www.indiacharts.com/insiders-club to get access or simply download the Indiacharts App here play.google.com/store/apps/details?id=com.indiacha…

1 month ago | [YT] | 7

Indiacharts

Equity is the new Gold

The Reserve Bank of India finds itself in an unfamiliar landscape concerning monetary policy, yet it seems uncertain about how to navigate it. Just yesterday, I came across discussions about maintaining an accommodative stance for growth while simultaneously adopting a neutral perspective. This seems like complete confusion to me. Should policy decisions prioritise inflation or growth dynamics? The new global norm has seen inflation rates lower for longer from the U.S., which has maintained oil prices at persistently low levels to allow for policy easing amid subdued inflation. However, central banks appear to miss the point, and this frustrates the President. Historically, oil has been the primary driver of inflation cycles, not gold or merely an increase in reserve money. Between 2011 and 2020, oil prices plummeted, even dipping into single digits at one point. This enabled the lowest global interest rates on record. India couldn’t match this due to its struggles with domestic inflation and a frail currency. Presently, we have kept our currency stronger for an extended period and maintaining tighter spending. The outcome is prolonged low inflation according to RBI's own forecasts for 2026. Yet, interest rates remain elevated, with real interest rates at their peak. The problem seems to be a singular issue with transmission. Banks, burdened with higher borrowing costs, are slow to adjust to lower rates. RBI has a significant task in facilitating this shift. As this unfolds, we face the prospect of witnessing the lowest interest rates India has seen in the past half-century. This could spark numerous opportunities. Meanwhile, DJT is also pursuing a distinctly dovish policy environment to finance debt. Regardless, a substantial influx of global liquidity is expected to reach our shores. Domestic liquidity will also initiate a new credit cycle in India, spurring growth. Last year, the weak dollar propelled gold to great heights, and it is currently extremely overbought [RSI>91 on monthly]. As it stabilizes at this new level, equities are set to attract the next wave of monetary inflows, particularly in emerging markets like India, where growth exceeding 8% is a real possibility. I'm not imagining this scenario; much of what I'm describing is unfolding in real-time but is being downplayed due to the sell-off in mid and small-cap stocks affected by the oversupply of IPOs. The weakness in one segment of the market can overshadow the reality of developments but not indefinitely. By 2026, equities will once again outperform gold as pointed out by the Nifty Gold ratio.

1 month ago (edited) | [YT] | 11

Indiacharts

The Reserve Bank of India finds itself in an unfamiliar landscape concerning monetary policy, yet it seems uncertain about how to navigate it. Just yesterday, I came across discussions about maintaining an accommodative stance for growth while simultaneously adopting a neutral perspective. This seems like complete confusion to me. Should policy decisions prioritise inflation or growth dynamics? The new global norm has seen inflation rates lower for longer from the U.S., which has maintained oil prices at persistently low levels to allow for policy easing amid subdued inflation. However, central banks appear to miss the point, and this frustrates the President. Historically, oil has been the primary driver of inflation cycles, not gold or merely an increase in reserve money. Between 2011 and 2020, oil prices plummeted, even dipping into single digits at one point. This enabled the lowest global interest rates on record. India couldn’t match this due to its struggles with domestic inflation and a frail currency. Presently, we have kept our currency stronger for an extended period and maintaining tighter spending. The outcome is prolonged low inflation according to RBI's own forecasts for 2026. Yet, interest rates remain elevated, with real interest rates at their peak. The problem seems to be a singular issue with transmission. Banks, burdened with higher borrowing costs, are slow to adjust to lower rates. RBI has a significant task in facilitating this shift. As this unfolds, we face the prospect of witnessing the lowest interest rates India has seen in the past half-century. This could spark numerous opportunities. Meanwhile, DJT is also pursuing a distinctly dovish policy environment to finance debt. Regardless, a substantial influx of global liquidity is expected to reach our shores. Domestic liquidity will also initiate a new credit cycle in India, spurring growth. Last year, the weak dollar propelled gold to great heights, and it is currently extremely overbought [RSI>91 on monthly]. As it stabilizes at this new level, equities are set to attract the next wave of monetary inflows, particularly in emerging markets like India, where growth exceeding 8% is a real possibility. I'm not imagining this scenario; much of what I'm describing is unfolding in real-time but is being downplayed due to the sell-off in mid and small-cap stocks affected by the oversupply of IPOs. The weakness in one segment of the market can overshadow the reality of developments but not indefinitely. By 2026, equities will once again outperform gold as pointed out by the Nifty Gold ratio.

1 month ago | [YT] | 11