Bluestone IPO vs Kalyan Jewellers.
Recovery isn’t expected immediately, but the following periods offer potential turnaround points: 1. Mid‑2025 to Year‑End 2025 A Reuters poll forecasts the Nifty 50 could rise to 26,500 by the end of 2025, with further gains to 28,450 by end‑2026. Similarly, the BSE Sensex may climb to 95,000 by endRead more
Recovery isn’t expected immediately, but the following periods offer potential turnaround points:
1. Mid‑2025 to Year‑End 2025
A Reuters poll forecasts the Nifty 50 could rise to 26,500 by the end of 2025, with further gains to 28,450 by end‑2026. Similarly, the BSE Sensex may climb to 95,000 by end‑2026—though this assumes valuations stabilize and earnings improve .
2. June 2026
Morgan Stanley projects a Sensex rally to 89,000 (~10% upside from current levels), supported by structural growth, improved inflation outlook, stronger domestic consumption, and renewed FPI inflows .
3. Post‑September 2025
Samvitti Capital’s Prabhakar Kudva anticipates the next bullish phase could start after September 2025, contingent on stable economic fundamentals, corporate earnings recovery, and consistent policy clarity .
Timeline Why It Could Improve
Late 2025 Forecasted Nifty propelling to ~26.5k; recovery aided by “buy-the-dip” behavior
From October 2025 onward Structural economic factors, potential rebound if earnings and inflation stabilize
By June 2026 Morgan Stanley sees Sensex at ~89k on sustained macroeconomic improvement
Bluestone is an aggressive, tech-savvy player showing compelling growth and margins—but it still needs to prove profitability and efficient execution of its expansion plan. Kalyan, in contrast, is a safer bet with stability and track record—but its IPO price in 2021 was arguably steep relative to fuRead more
Bluestone is an aggressive, tech-savvy player showing compelling growth and margins—but it still needs to prove profitability and efficient execution of its expansion plan.
Kalyan, in contrast, is a safer bet with stability and track record—but its IPO price in 2021 was arguably steep relative to fundamentals.
Depending on your investment preference:
Go for Bluestone if you’re willing to back growth and digital transformation, willing to take on execution and liquidity risk.
Prefer Kalyan if you prioritize stability, brand strength, and profitability.
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