WEEKLY WEALTH REPORT
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India’s veteran investor Raamdeo Agrawal, Co Founder of Motilal Oswal, he remains bullish on the country’s long-term growth story.
In the midst of geopolitical upheaval in the Middle East, Ramdev Agrawal, Chairman of Motilal Oswal Financial Services, remarked that India stands out as a 'Ferrari' in the global market, continuing to be one of the best hunting grounds for multi-bagger stocks.
He believes Sensex could reach 1.5 lakh by 2030 and potentially 3 lakh by 2036, driven by strong earnings growth, Retail Purchases and the power of compounding.
Speaking at the Grow India Investor Festival 2026, Agrawal highlighted that decades of compounding, increasing financialization, and structural growth trends have laid a robust foundation for the Indian market. He noted that he has witnessed the Sensex rise from 100 to 80,000 over the past 40 years, and
he sees no reason to believe that the next 40 years will be any different.`
While markets in South Korea and Japan have recently surged to record levels, the Indian stock market has provided comparatively lower returns. Analysts attribute this disparity to the AI boom, which has led to strong earnings in these markets, attracting Foreign Portfolio Investment (FPI).
However, Agrawal reiterated that India's long-term structural path remains unparalleled, acknowledging that some sectors are currently benefiting from AI-driven earnings.
Agrawal compared the Sensex with South Korea's Kospi, both launched in January 1980. He pointed out that while the Korean benchmark index hovers around 5,000 points today, the Sensex has surpassed 80,000.
Agrawal indicated that India's expanding capital market ecosystem could foster the next wave of multi-baggers. He mentioned that they are adding approximately 3 million new customers each month, with over 220 million demat accounts already in existence. By 2031-32, this number could reach 500-600 million.
Agrawal expressed optimism about India's long-term macroeconomic trajectory. He predicted that per capita income could double in the next six to seven years. This seasoned market player believes that due to consistently rising earnings and increasing participation in financial assets, the Sensex could reach 150,000 by 2030 and potentially 300,000 by 2036. He stated that reaching 150,000 in six years is more certain than the likelihood of the Sensex hitting 300,000 in twelve years, emphasizing that this is how compounding
works.
WEEKLY MARKET PULSE
Petrol and diesel prices were increased by up to Rs.3 per litre across major Indian cities amid rising crude oil prices.
India’s macroeconomic indicators reflected rising inflationary pressures during the week. Wholesale Price Inflation (WPI) surged to 8.30% in April 2026, marking the highest level since October 2022, mainly due to higher fuel and manufacturing costs.
Crude Oil Surge: Brent crude surged past $109 per barrel as US-Iran diplomatic talks deteriorated, raising domestic inflation concerns.
Nifty 50: Settled below the 23,650 mark, facing heavy resistance and losing ground over the week.
Record Low Rupee: The Indian Rupee breached the 96 mark against the USD for the first time.
On the BSE sectoral front, BSE Pharma and Health Sector rallied by 2.8% . IT and Realty are the worst performers with -5.71% and -8.17%
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THIS WEEK MY TOP SOCIAL MEDIA CONTENTS
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DISCLAIMER
Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme related documents carefully. Past performance of the mutual fund is not necessarily indicative for future performances. Mutual fund does not guarantee any returns or dividends.
This report is for informational purpose only and contains information, opinion, material obtained from reliable sources and every effort has been made to avoid errors and omissions and is not to be construed as an advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means are prohibited.