Mark Mobius says, India is on a 50 year rally, optimistic on India & Taiwan's future growth

요약 보기

Mark Mobius는 인도 시장이 50년 장기 랠리의 초입에 있다고 보며 인도와 대만의 성장에 낙관적이라고 밝힘. 자막 인식 오류가 많아 세부 수치와 종목명 일부는 확인이 어려움. 글로벌 지수 비교: 이번 기간 전 세계 지수는 약 20% 상승했으나 중국 비중이 큰 신흥국 지수는 5% 이상 하락 수익률을 기록한 것으로 언급됨. 헤지펀드 매니저들이 과거 중국 시장에 대규모 투자하던 자금을 이번에는 인도와 대만으로 옮기는 흐름이라고 설명. 인도는 10년 전 중국이 성장했던 속도로 성장할 수 있다고 전망하며, 인도 시장 랠리는 정부 정책 효과가 크다고 봄. 중국은 부동산, 사모주 관련 및 은행 부문 위기로 강한 타격을 받았고, 이로 인해 공급망이 인도와 대만으로 이동하는 직접적 수혜가 발생한다는 논리. 대만은 반도체 제조 분야에서 세계적 위치를 갖고 있어 공급망 이동의 수혜가 기대됨. 인도 개별 종목 몇 개(Persistent Systems 등)가 언급되었으나 자막 오류로 정확도는 낮음. 앵커 투자자의 대규모 배정 사례를 들어 인도 시장에 대한 확신을 보여준다고 설명. 출연자는 장기(5년 이상 수준의 긴 호흡) 관점의 낙관론을 펼치며, 단기 매매 권유는 명시되지 않음. 본 요약은 자막 기반이며 일부 내용은 불명확함.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Hello friends, Maika's record existence and because after seeing the record subscription figures, you can do this here in the upcoming video, the participation of previous investors is going to be made in this or that and India can also open very well in the World Amazing Market, let's measure this and in doing this topic, you will have to click our button, so if you subscribe, then without any help in reprinting the previous song, the biggest , if we talk about how the Excise World Index has increased this time, we get to see about 20% here, but Amar Singh Market Index has increased this time because the maximum weightage is given to the Chinese market, which Anupam has done this time, in this there is a negative return of more than five percent, because of this, Ispat has tweeted in the emerging market, so it remains that the hedge fund managers from the main pillar, who earlier used to invest huge amounts in Chinese markets, this time they are choosing to invest in India and Taiwan and if you look at this thing, then so many I am confident that India and China should use Chinese marketing bread and internet more in the market.

02. It is believed that India can grow as fast as the Chinese market did 10 years ago and India is still breaking the record of big runs. If we talk about it, the impact of such a big rally in the Indian market will be due to government policies and the Chinese market has created a strong district. This is because the crisis in the real estate, saffron city and banking sector has created a supply chain.

03. This is a direct benefit of India and Taliban. They are going to trap others like they used to do. Because they have a big name in the world in manufacturing semiconductors, they can take advantage of this. If there is at least one support from the Chinese market on the electronic side, then Taliban will definitely get an advantage compared to the Chinese market.

04. Keeping this in mind, they have looted 145 sets of their companies in India and Jet Youth and in this, they have English in which Persistent Systems is included in Falguni Chip. In the manufacturing company, they have to invest in memory technologies. Otherwise, I do not consider this an investment.

05. We are just sharing with you their support for election. We have already done our own election in our model portfolio. So, guys, after this, if we talk about the audio recording of that match company's last interview on the software, here you can see that this is another anchor investor portion. Here you have seen record-breaking substation.

06. This means only one thing that the point portfolio investment anchor investor who will keep this thing in locking for a month is so confident that he has placed the beach on the building of his Watan Mitti Times, which is India's future, it is very bright and very soon from 225 to 531, this technology can become.

07. And if we talk about the next month, here you can see the model on temple doors pressing fruit in the market. So what is your name? So tell us your name in the comment section. See you next. In the video and until then thank you so much a great you in the next jhal jhal ki a