“Kya Lagta hai Market”, Probably the most asked Question in the Indian Stock Market, but does it even matter? Most Fund Manager/Investors Spend 90% of their time thinking the next 5% Index Move while big wealth is Created CATCHING LONG TERM TRENDS.
It has taken 70 years for India to Reach 2.5 Trillion Dollar Economy, though India will take only 7-8 more years to reach 5 Trillion i.e. the Total amount of Money that was made in Last 70 years would be made again in the next 7-8 Years. The Question is how much will you make? I have absolutely no doubt that the ones who can catch a few right trends in next 7-8 years are going to be very very rich. China took 5 years to double, US took 10 years to double from 2.4 to 5 trillion$, it is estimated that India will take 7 years to get there.
The Idea is simple, there will be 100’s of entrepreneurs out there who will increase their profit 10-15x from current levels, they will grow at 30-40% and we need to back them. The Biggest Trend is India.
Within India there will be Sector Trends that will change every 3-4 years like:
Automobiles – India Sold a whooping 2 Crore Two Wheelers India V/S 1.7 Crore Two Wheelers sold by China. Interestingly India Sold 33 Lakh Passenger Cars in FY2018 V/S 2.4 Crore in China. Slowly but Surely in the next 10 years we are confident that India will sell 1 Crore+ Cars and the average ticket size of a car would also Increase rapidly. Out of these 33 Lakh Cars, more than 50% i.e. 18 Lakh Cars were sold by Maruti alone. Maruti has a Market cap of 2.6 Lakh Crores and did Profit of about 8000 Crores in FY2018.

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