저자: RaamdeoAgrawal · 외국인
요약 보기
첫 줄 결론: 인도 시장은 아직 과열이 아니며 중소형주 중심으로 상승 여지가 남아 있다는 낙관론. 시장 상태: 자막상 인도 지수 약 18,000 수준으로 언급되며, 과거 고점 대비 아직 과열이 아니고 공포스러운 수준도 아니라는 판단. 중소형주: 이번 사이클에서 미드캡·스몰캡이 대형주보다 우위를 보였고, 기관 진입 여지가 남아 있어 중소형주 매수 흐름이 이어질 것으로 봄. 기관·외국인 수급: 기관과 외국인이 매도 후 되사는 과정에서 프리미엄이 붙을 수 있으며, 소액 투자자와 리테일의 물량 흡수 구조를 언급. 거시·장기: 인도 GDP가 글로벌 GDP에서 차지하는 비중(약 3.75% 수준 언급)이 낮아 장기적으로 비중 확대 여지가 크다는 주장. 향후 10~15년 장기 성장 전망 제시. 리스크: 정치적 이벤트나 대외 충격에 따른 단기 변동성 가능성 언급, 다만 구체적 시점은 불확실하다고 함. 출연자 전망: 시장 상승 여지는 있으나 타이밍은 예측하기 어렵다는 입장. 자막 품질이 낮아 일부 수치와 발언은 부정확할 수 있음.
다듬은 글
Absolutely good, Ramdev Sir, who is so close to the time hi and obviously coming a little close to the time hi, is getting stuck a little, according to you, the market is fine at the moment, it has not become too expensive, no, see, 900 means many people say our Gautam and if we beat it and bring it to 900, then Paisa Mistry's 9 Optimistic 950, your sir, the index is 18000, so you can understand 20-21, so it's not, it's not described, it's not scary, actually, I was reading Gautam's report in Cream, it is very passionate, I was actually seeing that this time's pick as compared to the last time's pick, the biggest difference for me is that midcap small caps have outperformed this time, they did it last time, so this time midcap and small desi look have to be bought, domain of institution, so when I come, then what is there in it, then a little bit in Lashkar, de can note have to be bought 10 billion If you want to buy 20 billion, then what did they sell?
They sold what they had. Will the big caps buy now? If you buy by chance, then they will buy more. Buying has started slowly but it will be very difficult to buy them back. You had said earlier also that whatever their entry has been, their entry is going to be very painful. This is happening in everything.
Nowadays, so many big blogs are happening, companies are making billions of dollars, high quality big caps and designers and so I think they are coming and there is no problem with this, but dear, actually the moment is disturbed, which political decision you get out 25, 30, 40 billion and the market will absorb it.
But I think this time the string phenomena come. What ever you sold it when you wrote it. So no, do you get it back? You know if you have come to our institutions in the market, we would have public money on a lot more than the institutions you buy them. But this time the market is Dr. Debt Match and Retail have bought DK with great love at full price, which means 10-15% dispersion down, but when they come to buy it back, they will have to pay a full 30-35% premium.
So, according to you, Ramdev Sir, it means that there is still a lot of upside left in the market because it will come and you are saying 20-25 billion dollars and it will go easily and our average is two billion dollars, which means, according to you, they do animation, so they sell it as well, which means they have done animation and they also buy it, we used to look at other missions, brother, there is 20, there is 22, if they have to go to India then they will go within 6 months, I am buying it at market rate, that is not the case, so I think I do n't know when it will happen, how it will happen, yes, but what is it, understand the portion of India, India's GDP, global GDP share, like here 300.75 train has just come, global GDP 100 trillion, then you will feel that 3.75, brother, we are part of D worldwide and India should buy it also one time, at least that much, so that I think if you look at the total fee number, I think it is 700-800 million, so the date is just about an hour ago.
Well, we will be there in 10-15 years. Forget about the journey of six, how will it be for two-three, it is all a matter of time, but I have no doubt that there will be a journey from one to two. If you talk to these 5 brokers or those who are located, you will understand better. First of all, is what I am saying about this correct or not?
Second, how will this happen and when will it happen? Why will it happen? Like your Prime Minister's trip or some global event India's bro, as you are saying today, for the first time I heard that it is because of demand. The answer to the ₹2000 note could be, I don't know. Howard says that anything that reaches 8% plus GDP will be channelized, right? Sir, what is going on?
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