Source Post

Stock Market: BIGGEST Risk Ahead? | MUST Watch to Protect & Grow Your Portfolio | Rahul Jain

Jul 25, 2026

The creator discusses the significant risks to the Indian and global stock markets stemming from the renewed US-Iran conflict, particularly with the Houthi group's involvement impacting oil supply routes. The video also touches upon the valuations of broad indexes and mentions Google and Microsoft.

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Tickers discussed in this post

GOOGLNeutralMedium ConvictionSignal-backedPrimary

Google's PE has dropped from 33 to 25 due to negative free cash flow and increased capex, presenting a potential buying opportunity if valuations fall further to 18-20.

NODKNeutralMedium ConvictionSignal-backedSecondary

Nifty50 is currently trading below its 5-year average P/E ratio, presenting a potential opportunity for long-term investors.

MSFTNeutralLow ConvictionResearch Only

Microsoft is mentioned as one of the companies whose current situation will be discussed in the video.

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