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We arent sending yet another note on the big BJP win in the heart of India. Rabbit is out of the hat and markets will factor it with first tick this morning.

All those who are invested will make the most of it.. and for those on sidelines - well, we cant emphasise enough the importance of staying invested.

India is in a perfect goldilocks scenario currently
- GDP growth topping 7%
- Inflation well tamed around 5%
- Interest rates likely to come down from next year
- Consumption booming
- GST numbers at all time high
- Infra growth at scorching pace
- Lot of Global attention
- DII flows consistent

Top this up with softening US 10yr yields and FIIs coming back to party. Its a heady concoction and this might just be that golden run which you dont want to miss. Staying ou of this market could be more detrimental than staying in and facing a correction (if there is any around the corner).

Christmas has come early in town and the air has a different nip this time around. Soak in this air and just ride this wave which should lead us right into 2024 General elections.

Our last two caveats for the season
- unlike elections no one can give any "Guarantee" in markets.. so take it as it comes.
- to make great returns in this market you just have to be invested. There is no need to try exotic themes and different names. Just be and the markets will make enough for you!

Above views are of the author and not of the website kindly read disclaimer