Sushil Kedia Predicts Dollar Surge, 400% Returns; Nifty 32,000 "Normal"

• Sushil Kedia, Founder-CEO of kedianomics, discussed market outlook with Anuj Singhal, predicting a shift from precious metals to energy and agriculture, with a massive crude rally possible in 5 years.
• Kedia challenges the consensus on US Fed rate cuts, warning of an overheated US economy and ignored inflation risk, with the Dollar Index potentially hitting 120.
• He views "expected inflation" as a market base, identifying FMCG (Colgate, HUL, ITC) and IT as sectors with high growth potential.
• Kedia calls Nifty's 32,000 target "very normal" and hints at 50,000 long-term, while cautioning against Oil Marketing Companies, Metals, and NBFCs.
• He sees breakouts in media stocks and identifies several small/mid-cap stocks with potential for 2x to 4x returns.

Why It Matters: Kedia foresees significant shifts in commodities, a strong dollar, and specific sectors offering high returns.