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Sensex 40,000

Read Now: We're Bullish on 2 Non-Nifty Stocks

It was in March 2016 that we first wrote about Sensex 40,000. Sentiments were so poor back then that no one really seemed to agree with us. But our hypothesis was based on the reversion to the mean theory. And given that the profitability of Indian companies were at an all-time low, the upside in earnings was a given.

We estimated that with better capacity utilization, even if the earnings move to the mean, Sensex could touch 40,000 levels in three to four years.

Our view on Sensex 40,000 is more about the journey to the destination that the destination itself. We want to tell you how to channel your fear and greed right as the index moves towards this destination.

And therefore, the focus is on stocks that will lead the rally to Sensex 40,000 and beyond, with their earnings surge.

Why the Telecom Sector Stocks Deserve a Change in Valuation Bands...

The entry of RJio, has completely changed the competitive landscape for telecom players. What does it mean for Bharti Airtel and Idea?... Read More