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RaamdeoAgrawal

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Updated2026-10-28 07:00:00

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Raamdeo Agrawal Multibagger Stock Picking Tips | इस Sector पर क्यों है इतना भरोसा? | Anuj Singhal

CNBC Awaaz. · 2023-06-24 · 유튜브 시청 1,894 · Board Views 8 · International

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So in both these spaces and Auto, I remember that you made a lot of money in Hero Honda during a boom period, but Auto is losing momentum from here also because there is a thing called valuation, it is getting very expensive, like I was looking at the price of TVS Motors or Mahindra, it means it has increased a little, it means it is a little heavy, it is very big, still the penetration of four wheelers, two wheelers, everything is very low, now that means all the GST has come and there is a GST of 28% and higher, so that slightly reduces the convention of interest rate, sir, hi, now what kind of environment will come in which the post code, you see, first of all it says that two wheeler demand was very weak in January-February, last three-four months, so what is this that Kalam is such a big economy, it is joint, you understood that what is driving it, let's take presentation, this is always of India, but when will the money come and now like housing is at its highest but the demand is highest, so this I mean, the second one is ideal, like your automotive, it is also not that big, so you don't know, the consumers' preferences, they all have cycles, lasting for 10-12 years, real estate has come up in a big way now.

Whenever I do any interview, I do some research before that. Are you doing it? It was fun to hear that there is a lot of pollution in real estate and you are making a lot of ads for a particular reason. I do n't know what my managers are doing, but just the fundamentals of the largest industry, it is the largest industry.

Now the question is, who can execute this scale? Look here, there is no scale in any company, there is not even a two-day company, brother, its country is very big, friend. So what do you mean by deal, means joint, means at least 50-60, if the turnover is 10 billion dollars, then it will take some company, brother, so it will be of scale.

Now, which one will be formed, you will have to understand corporates because, I mean, even a little land action, a little dealings and whatever little Permissions and the little fraction that is still there in the original management, in which there is penalty and for me, the state company and the delivery schedule is also, meaning problems and in the industry, so is it true that you told some of your investors in a closed meeting that DLF Bill B D stock is not like that, so what is it, see what is in the discussion, there is a little more flood in it, so what is it about in that, do you think so slowly, so what should be done, if there will be a bomb in any industry, then its leader, if you have it in banking, then you can also have it from SBI, leader benefit ji, personality, you know, now look, it is happening in cement, so first of all, in Ultratech, and time has been created, that is how it happens, that is why I said and some big companies, you can get in, get out, sometimes if our calculations are wrong, then there is a space, the real estate related space is doing very well, like now what should I say, cement is doing very well, apart from that, sanitary ware stocks or pipe manufacturing companies It is good that everything will run together, everything will run together, it is in global conditions, there is highest interest rate, so Russia, sorry, your China, it has created its own problem, it has fought with everyone, what do you mean they are doing well, but brother you should understand that everything is busy outside today, there is peace here, so that little bit, that little bit, the super bomb that happened in 2008 from two or three, the world was going to come, 5% and they will bill it 7% 9%, so that thing, right now the benefit of our global is also not there, so let us give that portion of percentage where you can make anything, everything outside of America, that is not the case, right now there is a little relief from this, yes, where there is domestic demand, you have some relief and at the moment it has cooled down a bit from now on.

But he was telling me that we are taking it in abundance of sweets, Bhaiya, I mean, on the outlook, D industries are very good, this is the best industry of India and India's story depends on them, so now the question is that in the public money, your outlook for one to three years, that is 10 years outbound is very good, but what is the outlook for one to three years, that is important, so the answer to this is Bhaiya, Britain is selective, very costly, but yes they are not zero, actually in Sir's office you have a lot of wool, I mean everywhere, I have seen that Sir has said big things here, so you are inheritedly bold, of course, so let's go, apart from two-three big sectors, which other topics are useful for you at this time, tell me one theme that comes to your mind, how is my presentation, what is our tribute to the Indian economy, so compound date, past compound feature, India means last 75 years without compound, means like, but Pakistan The story of Pakistan and the story of India made them poor, where is Pakistan, where is India, so that which was so low, that is over and this second target is what I am saying, this side on date and geography happens in all countries, I think in the last 25 years, in our India, 9% growth is listed, so this story which will be made from here, s which will be made for our 15-20 years, 25 years, whatever will be our last, that is the most exciting, from one to 10, it is 25%, but was D Delta nine, right, my from 10 to 100 again growth rate is what 25%, but what is D Delta 90, so it is 10x move, so India's 10 10x movement, come on today Ramdev Sir, last time when you came to our studio So you had said one thing about new IT stocks, there was last air bubble een some stocks rise up to 80% this year you said that there is opportunity and this year if you see, if you do not burn 40% not invested in it, see what is happening like and your Amazon came, in Y2K first there was a huge storm, Yahoo, Amazon this and that, , it means it seems that it will remain closed for now and give you what the weak trailer of the company, , that is, the rich of the internet, maybe more matches, more lights a lot, that is, nothing, now they are not profit for growth first, people have given a lot of valuation, a lot has happened now, now they say hat is it right now it is all which their model is also changing like you have got all these quick commerce and that is very strong Insta link.

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