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heat. Rockish John Jang Walla systematic. In this video we will see one stock picking strategy, two portfolio strategy, three growth enablers, four investment ideas, five market timing. One, stock picking strategy. Stock picking strategy is based on George Soros's trading strategies and Mark Faber analysis of economic history.
Two portfolio strategy. Water flowers cut weeds. A cut weeds get rid of non-performing stocks. Be water flowers increase the holdings of performing stocks. Three growth enablers, cultural, political, demographics, economics, geopolitical. Four Investment ideas has fitted the confluence of the capital expenditure and consumption cycle in India.
lead him believe that there are opportunities in domestic consumption sector, construction sector, engineering sectors, Indian skill sets, competencies He sees many drivers for Indian equities, earnings momentum, rerating potential, lack of investment alternatives for India's growing savings, larger aspirations and rising risk appetite, the secular and structural drivers, demographics, productivity, enterprise.
These are empowering the structural and secular bull market in India. Five, market timing. One, don't try to time the market. Never try to time the market because you can never find the bottom of the market. Instead, if you are getting the stock cheap in terms of its intrinsic value and future prospects, buy it.
to never time the market always buy systematically. Rikush John Jun Wala insists that every sensible investor should follow this and never time the market and always buy under the systematic investment plan. SIP three and he says I don't have to time the markets. I think if I am a good investor it could go to 24%.
For me 18-24% is a target and I think if you have the mother of bull markets it will go to 30%. Just as there is pessimism there is also the optimism. So I think the mother of bull market is still ahead of us. Heat. Heat.
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