저자: RamdevAgarwal · 외국인
요약 보기
Ramdev Agarwal은 인도 장기 성장 스토리를 근거로 인내심 있는 투자를 강조하며, 단기 변동에 흔들리지 말고 SIP 등 체계적 투자를 권한다. 인도 장기 성장: 인도는 GDP 성장률이 가장 높고 식량·연료 등이 충분하며, 스토리가 아직 초기라 10년 이상 지속될 것이라고 본다. 중국 둔화·영국 정권 교체·인플레이션·외부무역 감소로 불확실성은 있으나 인도 자체 문제는 없다고 평가. 시장 전망: 센세엑스(Sensex) 100에서 6만까지 상승했고 향후 4~12배 가능성을 언급. 단, 기업 이익(Corporate earnings)이 시장을 견인해야 하며 현재 Nifty 800 수준에서 내년 이익 성장에 따라 추가 상승을 전망. 소형주는 과열 우려가 있었음. 섹터: 깨끗한 재무제표와 17~18% 대출 성장을 보이는 은행·NBFC 섹터를 차기 주도 섹터로 제시. 금리 상승 국면에서 은행은 예금 우위로 이익을 볼 것이라 봄. 리스크: 금리 인상 사이클에 따른 대출금리 상승, NBFC 마진 축소 가능성, 외부 환경 불확실성. 출연자 전망: 인도 시장과 금융(은행·NBFC) 섹터에 대한 낙관적 장기 견해.
다듬은 글
Definitely Deep, you are right that it is a very important day and first of all heartiest wishes of Diwali to you and all of you and on this important occasion we are at Motilal Sal Tower and we have a very special guest with us, this is no less, Chairman and Founder Mr. Ramdev Agarwal ji Agarwal sahab, first of all I wish you a very happy Diwali from my side, heartiest wishes to all the business viewers and very-very thank you Agarwal, first of all I will ask you a lot of questions but first of all I would like to know from your side what advice you will give to our investors and traders, especially, so for these investors I can say that brother have patience, don't be patient, you make a lot of money because in India this is a de- component story, this will last very long and a lot of numbers come, so you should not withdraw it quickly and earn money quickly, check, big money will come only with big patience, you will have to have patience and the story is very long, the story has not even been made yet, the trailer of India is still pending, so the picture is pending but Agarwal ji, in the past If you look at it from Monday to Samvat, then either it will not come flat, if you look at it from then till now, there has been a lot of ups and downs in between, no doubt, but especially in small caps, if we look at it, people have crossed all limits, so will money be made in this Samvat, and if it is going to be made, then where will it be made, see, this 2.2 is starting now, okay, from the global advance, you will see that right now, yes, China is down, there is a new regime in the UK, there is a problem of inflation, a little bit of external trade is also down, so there is a little bit of uncertainty, but India is doing very well, everything is very good in India, we have so much food, fuel, everything is fine here, so if you talk to anyone, it seems that India is an outstanding place, you should be right, our GDP is increasing the most, our GDP is increasing and it is safe in every way, it is a poor country, sometimes some problem can arise here, sometimes there is no food, sometimes there is nothing like that, everything is fine here, but you are a player in the entire village of the global world.
If there is such software, then there is some uncertainty about the external environment, but this does not mean that India is facing any problem, we should understand this and build our portfolio well and if possible, we should do it through a systematic plan as well. We have started similar videos, the SIP revolution that is going on in retail should continue and someone should also build their own like this, right?
And the new ones who are not doing anything, they are like this, so what will happen from that, whenever you see, look, I am giving an index of 100 to 60 thousand, right? In Sensex, right now, there is a lot of trailer, that means from here you will get four times, six times, eight times, 12 times everything, but for that, special is needed and you might have seen what the market is like, but Agarwal ji, I would like to understand one more thing that gives you so much confidence, what will drive the market, will it be corporate earnings or something else, will FIS be reloaded, it will definitely be reloaded, okay, they will have to come, but what is that coin today They are going, they will go tomorrow and if they come then they will come with great force, everyone will come, yes and our retail guys have a structure, that means they come every month, every day, so this structural story is going on, maybe it is a story of 10 years, four years, so I feel that nothing is going to stop it, but finally, finally, the stop prices, it is very important for your earnings to come, so right now, like 750 ups, what is the name of Nifty, it was going to be 850, but due to the cotton result, steel and oil have taken a little hit, it has fallen a little and we are talking about 800, next year, that means seven out of 24, it will be back there, but this Arnis growth will decide, this year, the price of 8:15 is in the market price, but from 8:15 if it is 9:30, then it is not in the market price, not sadhesa, it will also go to thousand, but you will have to give it time, definitely this is true, but as you said, yes Corporate Anees will drive stocks now, so if you tell me, we will be very happy, but if not stocks, then which sector can you live in, which will be the best sector, look at this number, what happens every time, a sector which is a big sector leads, till a few days ago, tractor, that is, digital, was running at more than 90, sometimes it has gone down, so right now, we think that the sector which is there will lead this time, the balance sheet is clean and the landing is also growing at a lot, 17-18%, so let it come there, it will come, see one thing, whatever the story, where Anees will be very active, the market will go immediately, I will not talk about this sector, in which company you think that the earnings will double in three years, you are sitting quietly, the market will remain cheap, it may be small, big, fat, thin, dirty, anything will happen, but if the earnings double, then brother, definitely one should focus and sir, actually I was also watching your Onyx, your company has also presented results and presented very good results, I was looking at the profits, what a great profit your company has presented, what is driving D Growth of your sector, your company and at the same time, you are also in housing finance, has any impact of this current interest rate cycle of your company been seen so far, there is no impact on the entire housing system as far as headline inflation and the big interest rates, for example, the low bank rate is more than one and a half percent, so there is only 50-60 basis points in banks, the landing date has been extended but it will increase as time goes by, it will increase further, then the landing rate will also have to be increased a little, okay, right now there is not that much tension about the 12th class, but looking at the way the crack growth is, the deposit growth is, it seems that the landing rate will increase a little, okay, whatever type of borrowing from the bank, the bank will earn a lot, the bank has the deposit rights, so we take that pass, but those who borrow from them, like NBFCs, there is a little bit, but their volume will be like 30-40, so will the margin reduce a little, but the volume is very high, and this company has also increased its He did it very well and as Ramdev ji's banking and NBFC counter you will keep an eye on here, the best sector of the next year, if any bank can emerge then it is this sector, thank you Ramdev ji for taking out time for us today and giving us this interview on this important day, thank you very much all the viewers, now very happy and very prosperous and healthy new year
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