저자: 미상 · 외국인
요약 보기
결론: 인도 경제와 증시는 정부 개혁, 전력수요 증가, 반도체 유치, 중국 이탈 수혜로 향후 강세가 예상된다는 낙관적 시각. 국가 신용평가 및 성장: 무디스가 인도 신용등급 전망을 부정적에서 안정적으로 상향했고, 경제 펀더멘털 개선을 근거로 제시. 정부 측은 성장률이 과소평가되었다고 주장, 2021~2022년 성장률 약 9.3%, 다음 해 약 8%로 언급. 코로나 및 재정: 백신 접종률 상승과 선별적 봉쇄 완화로 감염이 추가 감소할 것이라는 전망. 재정적자는 타국 대비 양호하며 부채 지속가능성 개선 예상. 원자재 및 인플레이션: 원자재 가격 상승이 지속되나 인플레이션은 통제 가능하다는 견해. 민간 소비와 투자 증가 예상. 전력 수요 및 중국 리스크: 중국의 전력난으로 생산 차질과 글로벌 공급 불안 가능성. 인도는 전력 부족 없다는 입장이며, 전력 소비가 전년 대비 크게 증가(8월 기준 약 1,240억 kWh 언급). 전기 연결 확대(사우바그야 프로그램), 가전 수요 증가로 제조업 성장 기대. 반도체·산업 이전: 인도의 반도체 제조 유치 추진 및 중국+1 수혜로 제조업·특수화학 등 산업 이전 기대. 인도 증시 상승 전망 근거로 제시. 지수 목표: 센섹스 10만 목표 언급(기간 약 15년 장기 견해, 단기 예측 아님). 투자 전략 및 리스크: 단기 조정 가능성은 인정하나 패닉 불필요. 펀더멘털 좋은 우량주 선별, 장기 투자와 감정 통제 강조. 종목 직접 추천은 없음. 출연자 전망: 인도 경제 및 증시 장기 강세 기대, 단기 조정은 매수 기회로 해석.
다듬은 글
Photo Good morning friends, in this video we will discuss a total of 6 news which are very latest and recent too, friends this news becomes very important if you want to make good money from the stock market in the long term, friends first we will understand each news at an individual level, after that we will relate all the six news among themselves and try to understand the elegant picture of how the Indian economy and Indian stock market is going to perform in the coming time, so friends watch this video completely and we will discuss things in the American Museum, so friends if you like the video then like it and if you are new to the channel then please subscribe and go, if we talk about the first news then last night Prime Minister Narendra Modi ji and Mr.
Rakesh Jhunjhunwala ji had a meeting in New Delhi, after that you see what the Prime Minister ji writes, this very mosted One India, friends if the Prime Minister of any country writes then you should take it seriously and that too if the Prime Minister is like Mr. Modi ji then you should definitely take it seriously, friends whatever he says he definitely does it, friends this You can see that they had a meeting last night, there are photographs of it, friends, if we talk about the news, then the international rating agency Moody's has shown India 's production rate to be around 6 percent, then on this the Chief Economic Advisor Krishnamurthy Subramaniam ji has said that they have underestimated India's growth and the reforms that they have taken in India, they have not considered them while estimating the growth, friends, he also tells that India's physical deficit is also in a very good position compared to other economies and in the coming time, everything is going to relax in the debt sustainability ratio, friends, if we talk about the next side, you can see that Subramaniam also said that the prices of commodities are continuing to increase and after that Saudi inflation is under control, so in the coming time, private cafe ex will increase, so friends, here Moody has also told that India's rating which was negative earlier, then it has been After improving the rating, a stable rating has been given.
Hero explained why this has been done. He said that the negative feedback between the real economy and the financial system has reduced, so due to this he has changed this rating. Friends, if we talk about growth, Modi ji also said that between 2021 and 2022, India's growth rate will be around 9.3 percent and in the next year it will be around 8 percent.
If we talk about the corona virus, he said that due to the rising vaccination rate in India and the selective restrictions being implemented in India, the corona virus infections will also be seen decreasing further in the coming time. Talking about the next news, News Express Global has said that the sense will hit one lakh in the next five years.
Friends, he said a very big thing and he said that whatever race is there is for the short term. There will be a correction in the short term, but there is no need to panic in this, at that time they do recruitment that If you talk about the next news in the correction for bike, then the power crisis is continuing in China, due to which you can see the shortage of calls now, because of this the government has posted a lot of time, it has only imposed a ban on call usage, due to this their manufacturing industries are facing a lot of problems and if you talk about China's power production, then 60% of the power production is happening since yesterday, friends, so because of this their factory production has reduced and the economy of the country has slowed down a lot and there is a possibility of some strain on the global supply as well.
If you talk about the next news, then you can see that the minister of the center, Union Power Minister RK Singh, has clarified that there is no call crisis in India, the demand for calls is increasing in India, it is increasing simply because the economy is ignoring it, friends, it was also told that the increase in power demand is a direct result of this I mean who is ignoring us if he says that the average is that topic in our thermal power plant, it lasts around three to four days, friends, if we talk about August this year, then India's power consumption was 124 billion units, whereas if we talk about the pre-coated level, then it was only 16, you can see that such a big jump in power consumption, if we talk about Azam, then around 18 to 20 percent will be seen, which has started increasing the power consumption more than the job level, if we talk about his mind, then you can see that those who are connected with electricity, Saubhagya program, new customers, new fun, cooler, TV actor, new everything will be new, if a new house is being built, then whether it is new electrical items or mechanical items, everything will be new, due to which the demand will increase in the coming time and if the demand increases, the manufacturing industry will grow, due to which the economy will also grow well, friends, if we talk about the news, then the Indian semiconductor shot is going on in the automotive industry and the IT industry, so to deal with it, Taliban has If a semiconductor deal has been done with it, then it is possible that semiconductor manufacturing can also take place in India in the coming days.
Friends, if there is any confusion, then Prime Minister Narendra Modi said, 'His Very Blessed One India'. If I talk about the dip, he has increased India's growth rate to around 9.5 percent. Jefferies' Sensex target is one lakh for the next 15 years. If the call demand increases due to the increase in power consumption, then it will give a great benefit to the manufacturing industry.
As told to you, if 28 million people get electricity connection in their homes, then new fans, coolers, average new TVs, everything will be affected. And the arrival of the semiconductor industry in India, all these things on one side indicate that the Indian economy is going to perform very strongly in the coming times, due to which you will see a good boom in the Indian stock market in the coming times.
If we talk about other things like China The attitude is that if China remains the crystal, then the world, the global market, is looking for China plus one option, two options India. So, you will see all the manufacturing industries in India in the coming time. It is happening that industries are moving out of China and coming here.
Right now, the supply of semiconductors will also be established from here in the coming time. After that, whatever you can say about specialty chemicals, joke alarms, little girls, they will also shift here. So friends, this does not mean that we have to become fearless. The Indian economy will grow in the coming time.
The Indian stock market will grow in the coming time. We should not invest in any stock, that would be a loss for you. We have to proceed according to our strategy. If the Indian economy grows, then we should invest only in good stocks. We should not be fearless. Friends, for that, as I told you earlier, the investor future checks the business model, determines the residual profit of any stock, it does it based on fundamentals, it requires the condition of management.
Then after that I recommend you buying labels, good bank labels so that there is a lot of risk, after that it gives you two options, long term investment and controlling your emotions, so if the question arises in the short term then you should control your emotions, do not lose patience, it is an investment train for the long term and you have to make green investments with the belief that in the coming time that shock will give us good returns, so friends, that's all we will see in this video, in the next video with some new quality information, thank you to
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