저자: VijayKedia · 외국인
요약 보기
2024년 6월 총선 결과 BJP 과반 실패로 증시 급락(센섹스 장중 약 6000포인트 하락 언급). 정책 기조(인도 성장 정책)는 유지될 것이며 정권과 무관하게 장기 추세는 이어질 것이라 주장. 과거 2004·2009년 선거 후 시장 사례와 Devi Gowda·Gujral 정부 시기 상승 사례를 근거로 제시. 투자자는 단기 등락보다 장기 추세와 멘탈 관리가 중요하며, 바닥을 노리기보다 추세 확인 후 매수하라고 조언.
다듬은 글
Mr. Keria, you can bring a smile on people's faces at any time, so today I am very glad that you are in our studio and you have seen so many ups and downs in this market amidst political uncertainty, how do you see today's results and the market, how do you see today's results and the market, so what if Sir, sometimes you feel like crying on yourself, sometimes on the situation, it's okay, all this keeps happening, but this is of course a big surprise because the BJP not getting a majority is a big turning point, if they had a majority, everything was set, no matter how many seats they got after that, everything was set, this is the PM, this is the HM, this is the FM, now we know what these figures will be, what will not be because we know that the people who are associated with them are very ethical people, the whole of India knows this, it is a little difficult to say which way their camel will turn, whether their stance will change, so of course this is visible in the index, the way the index is at one time It was down by 6000 points.
I saw it on the way. If you talk about Bank Nifty, you might see that Sensex is also down from Sensex to 4300-4200 points. There is a bit of recovery from late. So, there is an atmosphere of uncertainty. Right now, regarding this, people are thinking about who will remain and what will remain. This is what I understood.
And Sir, just from a policy perspective, what changes can come on the basis of the numbers and data that we are seeing till today, what are those one or two sectors where you will keep an eye, not from a concern perspective, look at the primary policy, understand India's growth policy, that is going to remain the same.
I don't think that there is going to be any major change in it, no matter which government comes. Look, one thing people forget is that Devi Gowda Sahib also became the Prime Minister, we have seen his government too, even then the market had gone up. And once, overnight, I read somewhere that Gujral Sahib was called up at 2:30 in the morning and he had to take oath as the Prime Minister.
Yes, this keeps happening in politics, even after that the market had become bullish, so the market is moving in its own stream, which is the primary trend, I think there will be no change in it, that trend is going to continue, but small things can happen here and there, some sectors may get priority, some sectors may not get priority and understand some changes can happen in taxation, so all these small things make the stock market worried, this is the job of the stock market, worrying, worrying is in the blood of the stock market, so if you look at the results of 2004 and 2009, then in 2009 I would count because then you had the second term of the same government, markets had actually changed that versus the exit polls, but in 2004, if I look at it and just the wisdom of hindsight, 4 and 14, 2004, well yes, when you felt that India After the shining, the BJP government will not come.
I am comparing it to that for the simple reason that there was a disappointment, but in hindsight the markets did very well, people made money, the economy did well, do you think that some of that wisdom will come brother, this is again a matter of one day's election, the story of India is much bigger than this, that's what I am saying, I also feel that we have seen such kind of people forming the government and becoming PM and FM, even after that a caravan has been going on, so it seems as if India is on an autonomous mode, whoever comes to it, even if no one does something stupid, still this direction is going to move, so at that time, whatever you are telling about Tamanna, I probably remember that the Communist Party also had a say in the government that was formed, perhaps the Communist Party also had some support in it, the market Sensex was down by 9900 points, that day we were roaming around Dalal Street with a microphone, this is a very old story.
But even after that, we have seen how much progress has been made. At that time, you used to roam around with brokers and microphones. Today, you are sitting here giving interviews. This is India. I don't know too much about progress, but a good point. Now, Vijay ji, what should an investor do? The person watching you wants advice from you: should he buy something today?
Should he hold it? For how many days? Which sector should he look at? Look, my belief is that if you are a long-term investor, then do n't base your action on today or tomorrow. You can never do long-term work by looking at the index. Understand the primary trend by looking at the daily index. If you are a long-term investor, then try to understand the primary trend: whether the primary trend of the country, the primary trend of the private economy, whether the primary trend of the economy is up, up, up, up.
So, when should you buy today or tomorrow, whether you should buy expensive at 10% or cheap at 10%? This depends on your mental strength. I always say that in the stock market, mental strength is more important than money. Your mental capacity is more important than your financial strength. You buy the capacity today and understand that the market is messed up, there is a problem at that point, you will not be able to sleep at night, you will go and quarrel at home, so you should better avoid it, if you buy it at the bottom then your name will not come in the Guinness Book of Records that I bought it at the bottom, you will have to tell people that hey, it was 0, see, I bought it at 40, now even after selling it at 8-46, you will get away, they do not have that much value, those who are mature investors, take rest and watch for a day or two and be a little sure what is happening and by 4:30 in the evening it will become more clear, the trend will become a little clear, buy it at a higher price at 10, even then there will be no problem, if you want peace then you
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