Mark Mobius Says Indian Stocks More Attractive In The Long Term

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Mobius는 인도 시장의 장기 성장 잠재력을 강조하며 PER 등 전통적 밸류에이션 지표가 미래 성장을 과소평가한다고 주장한다. 인도 주식이 장기적으로 더 매력적이라 보며, 초보자에게는 분산된 뮤추얼펀드 투자를 권한다. 진행자는 Franklin India Flexi Cap Fund를 언급하며 매월 적립식(SIP) 투자와 매년 10%p씩 증액을 권한다.

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01. Mark mobus the investment Guru and founder of mobus capital markets he in fact traveled India visited nine cities and he's saying that he's fascinated by the growth potential that India has as well so he's actually talked about how uh given his optimism for India's future he's often asked about the right time to invest in this market and uh how currently it's being labeled as an overvalued uh Market by some of the analyst in his view he said that the traditional stock valuation metrics like price to earnings ratios often Overlook the future growth potential of many Indian companies now while the current PE ratios may seem high they primarily reflect the parts performance and don't fully capture the prospective uh rapid growth in earnings potentially making Indian stocks even more attractive in the long term as well in fact he's also mentioned how investment timing should focus on solidly growing companies as there are always opportunities to find firms that Excel regardless of markets overall state for newcomers to the investing World particularly those unable to research individual stocks he has recommended choosing a well Diversified mutual fund managed by experienced and reputable investment professionals and this approach actually offers a balanced entry point into the Indian market as of now so that's coming in you can see some stunning photographs that Mark mogas has also put out he's visit ited nine cities he uh took he loed the wandai Bharat Express that he that took him from jaur to epur as well he saw the havam Mel he saw the city Palace there and of course uh Indian meals is what he celebrated he took an autoa ride too so really going into the heart of India to understand you know what Indian market could have as a potential for investment going forward for all our viewers shell uh well saki first things first uh I've been watching Mr Mobius since 1992 uh that makes it the 31st year of my uh tracking him and he's uh exactly like this uh in fact the quiz question is without looking at Google if you can guess Mr Mobius is age actually Dr Mobius is age uh that'll be a fantastic exercise in itself and I'm going to get this Pink Suit stitched for myself uh uh in uh uh the next one week or so so this is what you are going to see me wearing and uh lastly uh he's been watching business today because we've been recommending mutual funds since the last seven months remember uh we've talked so much about funds right and uh We've made portfolios of funds for people with fose Aziz and uh like I said this is the best way forward and two my two bit on what Mr Mia has done uh since 1992 uh uh Franklin India Templeton uh AMC has been one of the pioneers of creating long long super long-term wealth uh for investors as far as uh the past three decades are concerned uh their flexi Cap Fund is one of the best performing funds in India and uh they've made phenomenal money for long-term shareholders uh saki I remember remember uh having a conversation with you about two months ago uh about an investment in Franklin India fxi capap I'm sure you can recall that uh but the fact remains that uh India remains one of the top uh draws as far as Global liquidity flows are concerned it's an island of safety and it's a place where aspirational growth is taking place uh you have to be participating in this kind of a bull market it's something that probably happens once in a lifetime of a nation and that is unfolding in India uh it is something to be very proud of and to be investing in the if if nothing you can do just by a simple Equity Diversified fund uh pay uh a bit of fee to uh the fund manager it'll be his headache to move in and out of stocks and you'll have a nice relaxed mind all you need to do is invest every month and on each passing year increase your sip by uh 10 percentage points if you like the video do like comment share and subscribe