Sometime back we had written about the fact that markets don’t like uncertainty, the reverse is also true – “Markets love certainty”. The results from the recently concluded state elections in India have set our markets on a sure-shot path of bullishness Business leaders across the world and within India are looking at a 7-year continuity in efforts of the present government towards various reforms. “Ease of doing business in India”, “Skill India”, “Make in India”, “Digital India”, “Startup India”, are some of the slogans that will continue to guide policy making for a more sustained period. This in turn will give clarity and confidence to industry to envision and implement a longer-term strategy With visible green shoots in demand pick-up across sectors, it’s going to be an excellent mix of strong sentiment and improving fundamentals that will take our markets to new highs and beyond. Although, as always, there will be large divergence in performance across sectors and individual stocks, valuations will play a key role, and few investors will finally reap benefits. As always it will be a stock pickers market requiring strong research, analytical skills, and experience Invest wisely with simplymutual