저자: VijayKedia · 외국인
요약 보기
결론: 장기 관점에서 스몰·미드캡 중 신산업 관련 기업을 보유하는 전략을 강조하며, 단기 가격 예측은 거의 하지 않음. 포트폴리오 운용 철학: 1년 단위 계획을 세우되 단기 등락에 흔들리지 않고, 5년 후 기업의 모습을 기준으로 종목을 본다. 업종 간 순환(은행 등)은 자연스러운 현상으로 봄. 대형주 vs 중소형주: 시장에 대형주가 중소형주보다 상대적으로 나은 수익을 낼 것이라는 견해가 형성되고 있다는 질문에 명확한 답은 주지 않음. 신산업 테마: 로봇, 5G, 에너지 등 신성장 영역이 열리고 있으며, 이와 관련된 대기업 협력사 및 중소형주 중 일부가 10~30년 장기 투자 대상이 될 수 있다고 언급. 국내 정책: 최근 2~3년간 국산화 정책이 강화되어 수입 대체 수혜 업종이 생겼다는 취지의 발언. 인도 IT: 인포시스의 실적 호조(매출 가이던스 두 자릿수 성장)를 언급하며, 인도 IT 업종에 과거와 같은 모멘텀이 다시 올 수 있다는 기대를 내비침. 포트폴리오 변경: 최근 신규 편입은 없었고 기존 보유 종목을 유지 중이라고 설명. 출연자 전망: 대형 투자자들과 교류하며 시장 흐름을 파악한다고 하나 구체적 수치나 기간을 제시한 목표가는 없음. 리스크: 단기 실적·정책 변화에 따른 변동성 존재. 자막 품질이 낮아 일부 발언은 정확하지 않을 수 있음.
다듬은 글
right now because it offers you a reliable service and opening an account is also because it is a panacea. Your opinion here clearly matches that of our guru, Warren Buffett. He says that you can't make money by betting on America. And this is your opinion about the Indian markets that even God won't save the one you bet on.
Dear, this is still the same percentage of Taurus. And this remains the same. Let's talk a little bit about it so soon. Actually, we keep talking to your friends a lot, talk to fund managers. You all also meet each other and a view is forming in the market that perhaps large caps will be able to give you better returns relative to midcaps and smallcaps.
Do you agree with this broad theme? And if not, what would be your opinion? It's difficult for me to say who will change this program. So what happens is it is a bit short term thing, hence it is ahead that year, when you run a distance of 100 meters, then you think that 10 meters has been made for 20 minutes, now you are running a marathon, then it may be that this year will be launched, but this definition is also very money abroad, it may not be a specific definition on one side, but and I got such a ghee from above, after 15 minutes, after one and a half years, if some such pictures are shared, then what kind of system is this, give it here, it will recover within this, if not done then my workers will go, so I also think about what is going to happen year after year, I do not think like this, I think long term, what is the company going to become after five years, so this is my fixed search, it may be some shares in 22 which moved a lot in 21, do not include them in it, in that also some such shares of the last year which moved a lot and there is action-reaction in between, you will see, look at the banks, look at the banking index in between It had fallen so much, it is recovering now, so it will keep going, sometimes this, sometimes that, it does not make much difference within the portfolio because if you are making a plan for a year, well, I will do it for a year, okay, I will talk to you, hey sir, if you see the history of the local sector, it has strengthened a lot in the last two-three years, or there is a lot of change in the government policy here, there is a difference of about a pinch, a long dedicated list has been made, which will no longer be imported from outside, the local industry will be created, the government will give it to the government, the government will improve, then defects have also been included, this is a very bad transformation in the last two-three years, sir, you talk about mixer, there are many companies in the midcap, sir, do you have any special eye on this space, Stark tweeted, can you give me any take on this, as I told you earlier, new technologies come under this at this time, like robotics, 5G, energy and similarly, all these new thrust areas have opened up, this is the next century, you can use this Understand this, then within this you will have to deal with the ancillary companies of the big companies and the smallcap and midcap sectors that come under this category, so I think Sunrise Industry is such that if you do it properly, then one of them can become a good bet for the next 10, 20, 30 years.
I alone, sir, if you have added any new stock to your portfolio in the last 15 days, last one month, then discuss it or if you have created a new position in any old stock, please share that too with our friends. I had not done anything new in the past few days, but Rituparna, whatever shares are in the public domain, more or less, I feel that my holding is intact, so within them, whatever I remember, I have not added any stock which is not good, so what do you call a test, I have a solid good package, all because you do your personal work like this, but you are seen discussing with big investors, for this, if you are seen coming on the total radar, then its appointment is happening.
When do you live in the Sunrise Sunset industry with obscene news? I was laughing. I can use such words near it. So the objective is to survive under all circumstances. But that British company. But this is not big for them. But they needed all this till half. We saw some great results coming from Infosys yesterday.
You will definitely remember the time before this when we were in a great momentum zone in IT stocks. Do you see that time coming again for the Indian IT sector? We are seeing double digit 20% revenue guidance from Infosys. And this is not a small balance sheet or a small panel account. So as I told you and this is my belief also that there is this kind of enthusiasm and whoever is with ID next9news, who has hair pack abs, the youth feels that for 10-20 years, a new sunrise has happened from midnight, new all over the world in the beginning like this and subscribe to it for 200 Subscribe to this for ₹500, like Infosys company, despite being such a big company, the hard work is good, Festival Dhindsa did a great job, if Bigg Boss followed him then his percentage will continue for a long time.
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