저자: RaamdeoAgrawal · 외국인
요약 보기
결론: 대형 IT주가 4~5년 내 두 배가 될 수 있다는 낙관적 시각이며, 예산안 기대와 인프라·제약 섹터 선호를 함께 제시한 방송이다. 예산 및 시장 전망: 2022년 예산이 성장 부양과 코로나 충격 완화에 초점을 맞출 것으로 보며, 철도 등 인프라 투자 확대를 기대한다. 시장은 지난 8년간 두드러진 흐름을 보였고 연초 이후 강세 출발을 언급했다. 섹터 및 종목: 대형 IT주의 4~5년 내 두 배 가능성을 제시했다. 인프라와 제약 섹터가 최근 1년간 주목받았으며, 민간은행과 스페이스 관련 분야를 상대적으로 선호한다고 언급했다. 중형주·소형주 대비 대형주 선호 기조다. 밸류에이션 및 리스크: 예산 발표 전부터 시장이 고평가 구간이라는 지적이 있었고, 지수가 단기간 급등해 조정 가능성이 언급되었다. 조정 시 매수 기회로 보는 입장이다. 출연자 전망: 장기적으로 대형 IT 중심 성장 기대를 유지하며, 외국인 투자자 참여 확대도 관심사로 제시했다. 자막 품질이 낮아 세부 수치와 일부 발언은 확인이 어렵다.
다듬은 글
Let's welcome a special guest today, Mr. Ramdev Agarwal, Founder and Chairman of Motilal Oswal Financial Services. Agarwal has been associated with the market for the last three decades, and his multibagger stock picks are very popular. He has a very deep and strong grasp of the fundamentals, and the entire market hangs on his every word.
Hello and welcome, and once again, happy New Year. The budget is doing extremely well. How is the market doing according to you? These are the figures. Before we move on, please subscribe to the channel. By doing this, you can see that you have said very well that it has started very well.
The market has been prominent over the last eight years. Tell us what discussions you have been having with your institutional clients, large-size and good investors. Where do you think the budget will focus? The goal is to boost growth and to save the economy from the impact of the coronavirus. In the budget, rail tracks will be included as well.
You must look at what the GST Council has decided. And don't forget to subscribe to my channel. There are elections coming, and if there is a problem here, I feel that the people should get some relief. The question is that a large part of the Indian workforce has been struggling, and that is a serious concern.
Now, let's talk to Ramdev-ji with authority. In the results coming out, we have seen the best review of the career of three big companies. If you look at the last two years, investors should take notice. We will understand what is happening, but the scale is so big that the sector is actually waiting for comments. You will see that the pharma sector will make small changes in medicines.
About 80 percent of the power profit comes from that. They understand this, and the companies move ahead with it. There is a considerable difference in position, and from now on the traditional approach is fading away. The market has also seen a shift, and the data shows it is rich in opportunity, which is why one should be watchful every morning before making moves.
The question is whether the market is far ahead of its fundamentals. The answer is that the market can grow a lot, but while accepting that, you should know the situation at that time. The market has been moving strongly, and in the last one year people have focused on certain sectors, such as pharma and, to some extent, infrastructure. You may first see the government take certain steps in the budget that will provide relief in the infrastructure space. It is visible in how you are looking at infrastructure and pharma, and that these companies are performing well.
Over the last few months, the market has shown tremendous momentum from the last week of December until now. The market is almost 600 points above the previous levels, and something similar is visible in the Nifty. Many people feel the market has been overvalued since before the budget. Listen carefully: there will be more watching of the market. If it sinks, then you should enjoy the opportunity, and those who remain invested will benefit.
Agarwal sir sees more opportunity in private sector banks and the real estate space compared with midcap and smallcap stocks. Real estate has been sending very good signals for the last six months, and one after another, big companies are reporting strong results or good sales. The diagnostics company is also expanding aggressively toward hospitals, and corporate players are moving into this space.
Thank you very much, Agarwal sir, for taking out your valuable time. Should our foreign investor friends get involved in this market? Here we are gathered in front of you to hear your views, and we will continue to bring you more insights. Please subscribe to the channel, and don't forget to share this video.
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