저자: VijayKedia · 외국인
요약 보기
CA Day 기념 노래 프리미어 대담. 시장은 연초 대비 선별장세이며 지수는 역대 고점 부근이나 개별 종목 차별화가 큼. 전쟁·관세 등 충격은 이미 반영됐다는 인식. 관심 분야는 전력(인프라·전력 수요 증가), 관광(항공 관련주는 싸지 않다고 언급), 공기업 은행(PSU 은행, 저평가 안정주). 단기 충격은 적으나 올해는 충격의 해라는 경계도 함께 언급.
다듬은 글
Today is CA Day and we have a very special guest with us in our studio, the renowned veteran investor Vijay K sir, who not only has a deep hold on his investment style, understanding of the market, behavior of investors, but he also has the blessings of Goddess Saraswati and his sweet voice is amazing and sir, people always remember you.
Your songs are so motivational that you make all the investors and traders aware and last time you came, you did the world premiere of the song and did you see how many people liked it, thank you so much sir, once again you are very welcome, good morning and today's song of yours, for what special purpose, what dedication is it dedicated to whom, so first of all I apologize to all of you and the audience that I am a little late, so on that I am remembering this song that all the promises and intentions get washed away by the rain.
I don't delay, she gets late. Main Der Karta Woh is a song from the movie Henna. I am late, song from Hina movie, I am late, I don't get late. Yes, I don't delay, it gets late. So it was a coincidence. Anyway, today is an auspicious day as CA Day is being celebrated and the whole of India is filled with excitement.
So this thing came to my mind that 15-20 days ago I met your President sir in a CA function, at that time the rough idea was to write a song on CA people, about their sacrifice, their contribution. Now even Modi ji is speaking. Now even the Prime Minister is speaking. Home Minister, everyone is acknowledging it.
So it came to my mind why not write a song. So then coincidentally as you said blessings of Maa Saraswati, then what is there after that, then the donkey is a wrestler, so I have also written the song, and today it is your greatness that you have told me that whatever songs of mine you will launch here, I can tell you that our audience loves it a lot for me and wherever I go, people also tell me that listening to K Sahab's songs is fine in its own place, it is a good thing while listening to melodious music, but the motivation that people get towards becoming a good investor, which is ultimate, so it should be premiered with your permission.
Please run it so that all the CAs who are becoming CAs from Durg to Delhi, from Kashmir to Kanyakumari, who are inspirational, get inspired and more and more CAs come. So let's have the world premiere of this special song dedicated to CAs on CA Day by Bhavana Saheb. Friends, I am a CA and I have a police station.
Friends, I am a CA and I have a police station. What a thing, Sir, applause, amazing, wonderful, thank you, Sir, tell me, this is the first time I have heard you singing in English. Right, Sir, by listening to you guys, I have also learnt a little English. This is right. Isn't it right? Yes, I remember this because generally I don't miss any of your songs.
That's why I don't remember. I said Sir, I have never heard you speak in English, but according to CA people, you added one sentence to it that even if someone is from some other place, he may not be Hindi speaking. They should also connect themselves with it. So, many congratulations again Sir for this.
This is a very beautiful meaning and I enjoyed listening to it. And indeed, CA Fraternity, thank you from the bottom of my heart. I give it on his behalf. You sir from the heart the biggest action I felt I am a CA friend. I mean, I am a BA, no friends, Ajay Sir, now if you come then let's discuss your market a little.
How are you feeling sir, it is fast, isn't it? There are no such shocks that if you take them, they will be enough. The first six months will pass peacefully, as will the next six months. Sir, this is a year of shocks. This should be understood and acted upon. So there's always the nagging feeling that this year is a complete shock.
It's a shock. Now you are good in everything, by the way, one minute when you said this, how many days did it take to write and compose this song, sir? Sir, the concept of the song was ready in just one day. Good. Yes. Sometimes it happens in 15 minutes. Sometimes it happens in 2 days. The concept and its clear structure become clear.
Then change those words to Rahim and do all that. In this, changes keep happening for one day, two days, three days till the last day, some improvements keep happening, even after singing the song, one feels, oh man, what is this, I could have done it this way, I could have done it that way, so this keeps happening, but this was made in one day, the structure keeps changing, that's okay, yes, you were telling about the direction of the market, sir, so sir, what do I think, look, this whole year is like this, there is a war somewhere, what is happening somewhere, but as someone told me that the market of Israel is at an all- time high, well, Germany, where there has been talk of recession for the last two-three years, it is at an all- time high.
NSDC is at all time high. Dub J is in the vicinity of what he is. We also have a difference of 2-3%. Despite all this, despite all this tragedy, we are still around almost an all-time high. So it's telling itself a new story. According to the stock market, this is telling a new story. So this means that we should also understand that it is possible that we will also create new highs.
But there is a slight difference in this that there are many shares which are much below their old highs and many new shares have already made their new highs or this market has become very selective in making them. So if you invest in this market by looking at the empty index, then it is possible that you may not earn money.
So here you will have to choose according to the individual script and accordingly you will have to weave the structure of your investment. So stock specific market will come more. Stock is a specific market. Yes, but the fear of a major accident is now gone. I think whatever has to happen has happened.
Now will you take the life of his child? What will you take, you have done everything. Tariff also came, war also came, sensation also came. Do you see and hear him every day, Mr. Trump ? Are ? Do you see or hear Trump every day? It’s fun ? No sir, I don't listen to you. If the news comes out then what is the point of listening to such a big person because he himself forgets what he said yesterday evening, what he said in the morning, he himself forgets them sir, my heartfelt sympathy to him because see, at this age I have a habit of forgetting, he is much senior to me, he is a generation senior to me, it is better for him sir, well even if he remembers then he has to pretend that I have forgotten, it is his big movie from Ghajini, which movie had come, the 15 minute Ghajini of Aamir Khan sahab sir, do you get something like that.
Sir, where should I invest the money? What do you like in the market? No, look, what I feel is that whatever we are talking about 6.5% growth of our economy and the government is also working on it with great enthusiasm and I feel that a big revolution of startups is also coming in India, so keeping all this in mind and then wherever it should be understood sir, wherever the government is focused, which I always say, wherever the government is focused and money should be invested in the changes that are visible in front of us, like there is going to be a lot of demand for infrastructure also.
There is going to be a lot of demand for power. There is going to be a power shortage. The way power consumption is increasing. So in power, those who finance power are those companies or those related to power accessories or infrastructure. I like tourism. I feel that there is a new sunrise sector in India and that is tourism.
So, whether it is airline shares or anything related to them, nothing is cheap. You should understand that I like some shares in the market like PSUS banks very much. What you said, the cheap ones seem safe and secure to me and the cheapest ones, I think these are PSUS banks. I feel there is a big opportunity in this.
But these are a bit slow shares so people will get bored of them. Those who want action. Yes, he might get bored with it but he seems secure to me. We are right. So PSU banks are good. Power stocks are good. They are good. Themes related to museum hotels are good stocks with good consumption. Sir, thank you very much.
You gave us your time and premiered this wonderful song with us and also gave us your opinion on the market. Thank you very much. Thank you so much sir. Thank you. Thank you.
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