저자: RakeshJhunjhunwala관련인터뷰출연자 · 외국인
요약 보기
이 영상은 인도 투자자 Rakesh Jhunjhunwala를 인도 주식시장에서 개인투자자의 롤모델이자 시장 인식을 바꾼 인물로 평가하는 대담이다. 진행자는 그가 강세장 속에서 주식시장에 들어왔고, 개인투자자가 주식으로 부자가 될 수 있다는 것을 보여줬으며, 투자 과정을 공개적으로 설명했다고 언급한다. 출연자는 그가 레버리지 거래를 했으나 본인들은 롱숏 펀드로서 대략 100 롱 대비 20~40% 숏을 운용하며, 레버리지는 쓰지 않는다고 설명한다. 출연자는 좋은 투자자라면 가치투자와 성장투자의 구분 없이 투자할 수 있어야 한다는 견해를 밝힌다. 마지막으로 강세장이 어디까지 왔는지 묻는 질문에, 인도 시장은 상대적 강세장이며 세계가 인도의 상대적 위치를 처음으로 인식하기 시작했다고 답한다. 구체적인 가격 목표나 종목 방향 예측은 나오지 않는다.
다듬은 글
Samir you know the world in a sense has always Global Investors have always admired Warren Buffett as the ultimate God I mean bshar is a temple where everybody wants to go to worship right but here we have rakit Jala a common friend and he's someone who in a sense changed the definition of the way how Indians look at stock markets correct he entered Indian stock market when bears were making money came to the stock market when in a sense every 10 years you would see one scam or the other and here he comes he in a sense was very open about what he was buying why he was buying and he was inviting others also to me he's the real hero of Indian Capital Market who understood the Indian true picture more than anyone correct so I agree with that and I think the way I talk about him is he he made it look to the normal retail individual that stock market can also make him rich and he was a role model because an institutional gu is not a role model for a retail investor so small part or a big part of the attraction of retail investors or pulling the retail investor in the market would be people like him because we are seeing as individual he's not backed by any this thing and from zero or 5,000 or whatever he has made it so that I think is the biggest contribution second thing is for people like me who were at that time you know starting out in '90s and all he would be absolutely open in the end we could say we were also giving some ideas but in the beginning we were only receiving ad he used to leverage and he used to trade correct now when I would ask him that you advise others not to trade and you are trading his answer used to be a typical style daddy wh he's trading bad well we also trade because we are a long short fund so if you want to call the short as trading was we mean we are not doing inter day shoting or even one week shoting but we are doing 3 4 months shoting there's nothing wrong with it control and definitely we are not leveraging we are shorting with the context that we have 100 long and we are shorting some 20 30 40% short so it depends and but I agree with this part that in theory if you're a good investor you should be able to do everything why do you have to say I'm a value investor or I'm a growth investor by a one is incap I can't think of that I think it do a people artificially make distinctions in many of these things so this your last question I've been asking this question to all my market guest something which I asked raak Juna two years ago I asked her there two days ago I'm going to ask you today and you are from Bombay so you'll understand this that's the reason I'm not asking Samir by this question if the bull market is like a train journey starting from church gate toand where has this bull market reached Church gate is the I think probably Marine because relatively India Market Market Market Days 90 days of March end of market basically you are relative bull market in the sense first time the world is also appreciating that India position relative to other groups which are other groups there four groups us Europe China so marginal new not relative to us we are not getting more money than us will get but relative to our own history what India discover for







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