저자: VijayKedia · 외국인
요약 보기
Vijay Kedia는 전기차(EV)가 막 시작된 성장 산업이며 인도 이륜차 EV 침투율이 15%에 불과해 투자 기회가 크다고 주장한다. 인프라·관광 섹터도 초기 단계라고 본다. 본인은 Atul Auto 이사로서 Atul Green Tech 전략에 조언하는 역할이라고 밝힌다. F&O(선물옵션) 거래는 도박과 같다며 규제 강화(연령 제한·자격 요건 도입)를 주장한다.
다듬은 글
all right well joining me today is a prominent stock market face and of course uh a person who's extremely bullish and has been talking about the EV space for a very long time in fact when it started to gain a lot of prominence in India Mr V K is with us Mr K thank you so much for joining us at business today TV uh so today a lot of conversation has been happening on Eevee and you have been a person who has been you know particularly talking about e for a very long time like before it even tat motor started to get EES into India you were the person who were actually you know getting a lot of uh talk talks about EV sir at the junction that we are today sir what is your outlook on EVS now sir and should people really be investing in ev's space or the stocks or whatever especially the companies that you have been holding sir yeah of course I think if suppose if you are not investing in EV as on today as an investor or whatever then you are certainly going to miss the bus and you are going going certainly going to regret and that regret will last forever you know yeah so and I think whatever is happening today it is just on the just is it's just the tips on on the iceberg what whatever they say so I just just the beginning uh you know even even after all these all these uh you know things and all even uh penetration of EV in two-wheeler I was told is just 15% so it is nothing it just the beginning just the beginning sir and actually you know the companies that you you've been prominently being stakeholder offic sir and uh Atul Auto and other companies sir what are the plans going forward you know that green tech companies also uh how are you driving force as a stakeholder in that those companies no I yeah I am not that driving force I am just a director in atoto which is the uh Atul Green Tech is a subsidiary of atoto and I am just taking you know I'm just sharing my whatever little experience and knowledge into strategy and planning and all so this is what I'm doing some collaboration and some uh strategy and some planning and all so my role is very limited others are playing a bigger role my MD of Atul Green Tech and my team is playing a bigger role I'm not educated enough as you know that I know nothing about eeve only I know how to put the switch on on and off but I'm learning but no I cannot let you go before I ask you this question that you know a lot of people come and ask you about you know sir stocks what stock do we invest in where do we go in EVs and other space uh you know people follow your portfolio very closely and where do you all invest so uh for the benefit of our viewers also could you just refresh those those memories and give us some names where you know the coming up story for multibagger stocks could come up Sir no very simple as I always say that I am uh there is a quote of mine sir that stay in a rise industry at any cost and stay out of a sunset industry at any cost I think eeve is the beginning is a sunrise industry similar to Eevee I think this infrastructure in India is also infrastructure sector is also at a at a uh at a beginner's phase you know and tourism also so there are so many opportunity I if we have to become a$ 30 trillion economy by 2040 or 47 35 trillion or whatever then all the sectors have to participate in the growth one sector one single sector cannot lead the country last question sir uh sir recently there were reports on sebi tightening the Norms on fno Sir uh do you think it's it's it's a problematic situation for investors and it will save the retailers any comment on that sir of course I always say that if you are smoking you may die in 20 30 years but if you are doing fno you may die next day and there is another code of mind which everybody should remember that in investing R was not built in a day but in fno Hiroshima and nagash shaki were destroyed in a day so this what every investor should understand and follow and do you think what should the sebi do should they increase taxes on fno fno charges or should they increase the volume of the lot size there have been a lot of discussions on that what do you think the sebbi should do uh to discourage fno trading so that only real players in the market can play trade sir I'm not capable of saying what CB can do c is very smart enough having a very good team and they are taking all the precautions and all the steps they are taking but I think they should ban F Ando and they should ear Mark some some qualification like suppose if you're on a 21 years of age you cannot drive the car or you do not have a license you cannot drive the car or you cannot have liquor if you are below 21 years you know similarly I think government should also ban that until unless you have done certain courses or some something Financial parameters you have you cannot indulge into fno because it is going like a poker and casino and gambling Mr G thank you so much for joining us thank you if you like the video do like comment 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