저자: VijayKedia · 외국인
요약 보기
미국·유럽·호주 등과의 무역합의 이후 인도 시장이 바닥을 찍고 새 강세장이 시작됐다고 주장. 중소형주는 고점 대비 40~70% 하락해 매우 저평가, 외국인 자금 복귀 예상. 지수 자체보다 선별 종목 장세가 될 것이며, 좋은 재무구조·고성장 종목 매수 필요. 본인은 대형·유동성 종목을 팔고 10~15일간 중소형주로 이동 중. 인프라주와 PSU 은행(PE 5~7배, 배당 5~7%)을 선호하고 항공주도 긍정적으로 봄.
다듬은 글
Portfolios are probably being repaired. Vijay Kedia ji has to be brought here because suddenly the Indian markets which were not looking very good have started looking good. Kedia ji, good morning. Thank you so much for joining in and what can I say this is yes this is a beautiful morning. Do you think this is the start of something durable Kiya ji, then according to me I will say that those are one or two lines of the song or else Tamanna is going to say that you will not sing, no, I was going to say that your throat was dry after the budget.
Now it's fine. It is happening right now. The preparations are done now. Let's sing a song now, the line of the song is that since you have come, light has come. Otherwise the flame would have gone out from the lamps. You have given me a reason to live. Life was going away very unnecessarily. So this summarizes today's topic, brother.
This is what has happened till now Kedia ji but I still have a desire to live, I don't intend to die, but will I be able to live well in 2026, do you think this is the beginning of the rally, so I will tell you, may be a few weeks back we had what is called the uncle of all deals, we had them with Australia, New Zealand etc.
and a few days ago, then the mother of all deals happened with Europe and tonight, consider us the father of all deals, we had them with the US. There are still Children of All Deals left. That means the investors who are there now, including our FIIs and Indian retailers, are poor people. Indian investors are engaged.
So I think it is time. They are going to come back. Now this is the best time even for foreigners to participate in this market. And stocks are what we call mercilessly cheap, especially mid caps and small caps are 40 50 60 70% down. So I think this is the best time for India and we are again I think it is absolutely over whatever low the index had made in the last three to four months and what I think is the final bottom this is what I feel of now that is the final bottom but that does not mean that here again that euphoric bull market had started I am not in that camp I feel that now stock selection will take place and one has to invest in this market in small and mid cap indices even if they do not rise that much what always happens in every bull market is that mid caps and small caps multiply and the index gives a percentage wise return if the index rises two times three times then mid caps and small caps you know there rise 10 times five times 20 times and all so and whenever the market falls index suppose goes down 20% 15% 25% but mid caps and small caps fall 40% 50% 60% The Same Thing Has Happened Now Again I Think This New Bull Market Has Started.
That Does Not Mean That Index will suddenly come into some very new sense of sabotage. It will consolidate, the market will be selective and it is time to buy good stocks having a good balance sheet and high growth. Hello Alex here. And in the conversation that we have had in the recent past, you have said that because of the state of the market that it was in, you have, ah done things that you have never done before.
Which is, rotate into slightly larger stocks instead of cash. I am just wondering whether selectively you are unwinding some of those positions, getting into the broader markets, as you pointed out, there are plenty of opportunities on the valuation side. Have you started doing that already? Or that I have started doing that.
I am selling my large caps and liquid stocks where I am invested and I have started deploying into small caps and mid caps this is what I am doing for the last 10-15 days. And specifically what are you looking for? When you are looking for companies in that small cap and mid cap space? Is there a theme and is there a are there triggers that you're looking for specifically on the earnings side have you seen those?
So I think Journey Earning has to get to catch up but things have started looking rosy. This is what I feel and I have invested in infra stocks. Some of the infrastructure I have invested in and they had also fallen 60-70% from their peak and the balance sheet is still intact, only the profit was a little down, may be because of the money that was supposed to come from the government was not coming, I am going forward now things will improve and because the valuation is very cheap, so I am not comfortable in investing in such companies, Vijay ji, I have a complaint with you, you promised a song and you ended it by saying two lines, that was not a song, it was just a one- line recitation.
So the song is still left but before that you have to give some ideas to our viewers. Our viewers love watching you because they really like your style of investing and they look for some cues from you. When you say that you are looking at the broader markets. Which sectors and what kind of ideas do you like ?
So look, the infrastructure stocks that I have had had a lot of growth earlier. Ok ? And he has reacted a lot within two years. I invested in them. I like them all. I like these PSU banks very much. I find it very cheap. PSU banks are available at single PE, half PE, PE of 5, 6, 7. There is a growth of 12 13 14 taka.
They have a dividend yield of 5-7%. He keeps me safe and secure. Those seem to be the safest and most secure stocks and I used to like tourism earlier also. There was a little debacle in between. I will continue to like it further. To tell you the truth, I like the airline stock today, thinking that it is okay that it has fallen, whatever was to happen has happened.
Now the new subject will start again. So right now I like these two or three and I am invested in them. Ok. And now let's come to the song. Is there no original composition Vijay ji? It must have been prepared and kept ready by now. No, I haven't made a new one yet. That's what I just put in. Now I will also tell you a secret.
After singing and singing about India, now I will also tell you a secret. If India is shortchanged, even God will not save us. India Habib my India is my destiny you are very dear you are very strange whoever takes you for granted you are lucky you are my brother wow that was superb that was superb thank you so much Vijay for always being a support always coming and you now speaking to all of our viewers and many investors who have become disappointed they need this message today. So thank you for that inimitable victory. There are always
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