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If you have an appetite to lose further than 25%, then you should know how to explore, then you should find out the dips, so but ultimately all stocks are not going to become zero, you know, so there could be value in this market, but more than the value, you should have the goods to buy, you know, at this price that is more.
Hello friends, when there is panic in the stock market, the portfolio turns red, and when a small cap or mid cap stock falls by 40% or 50%, then the question in every investor's mind is whether to buy or if it is going to fall further, brother, should I sell it, I am ruined, I do n't know, and all these questions have been answered by India's renowned investor Vijay Gadiya Sir in an interview with NDT Profit, and I think every investor should listen to and understand each and every word of his because money in the market is made not by impulse but by mindset, so in today's video we will understand why the market is volatile right now, is it right to buy in the deep, which sectors I am seeing value in which sector one should stay away from.
If you watch the video till the end then you will be able to know what Vijay Kedia Sir is doing and what is his thinking so that you can align your portfolio with his thinking. But if you are here for the first time then subscribe to the channel and hit the bell icon and if you have not joined YouTube membership then friends you are making the biggest mistake.
There I share all the points from my 21 years of experience in trading and investing that will keep you ahead of others. So why is the market so volatile in the first place? So the simple story is that it is normal to panic if there is a fire in your neighborhood. And right now the same fire is burning in the processes of the global economy.
From 7580 it jumped to 120. So of course it can change the equation economy of all the entire world as we all know. So that was the reason and the biggest reason I think nobody knows that what is going to happen how for this war is going to continue and when it is going to end nobody knows and what would be the impact on the shipping what would be the impact on the freight what would be the impact on petrol what would be the real impact that nobody knows what happened to crude oil because of the Middle East conflict it increased from 80 to 120 from 120 it has again come back to 90 but when oil increases so fast, fire breaks out in the Middle East then the equation of the global economy changes because shipping cost increases, flight cost increases, fuel inflation increases.
The country's growth is impacted and the biggest problem is that no one knows whether it will end or not. When there is uncertainty, the natural reaction of the market is volatility. clear? Now the question is whether this is an opportunity for a buy? So here Vijay's sir said something very interesting.
The market makes a bottom and if my horizon is for long term and if I will get a stock costlier than 10% 25 15 20% I am okay with that so what I would say is that it might effect your sleep you know so that is why don't try to catch the bottom let the market stabilize then you can buy these small cap mid cap stocks have already fallen 40-50% from their highs.
But even after that, if you want to buy, then first keep a good stock. Keep fundamentally good stocks. But while buying, keep in mind that if the price falls by 20-25%, I will not be hurt. And there you should have pay cell. Also remember one thing that not all stocks are going to go to zero. There is value in the market.
So by looking at the value we get to know what is growth? At what price are you buying? So the whole picture becomes clear. And the mistake most people make is trying to catch the bottom. No one except God can hold the bottom. Ok ? So don't try to catch the bottom. Ok ? No one has caught the bottom nor can anyone catch it.
You should remember that if you are buying a share 10% or 20% more expensive, that is not a problem. If you are investing in its growth , you are investing in its future planning, then everything is fine. Ok? So he said a very interesting thing. Nobody is going to reward you. Your name is not going to appear in the Guinness Book of World Records that you boat at the dip.
That you won't get a Guinness World Record for buying at the bottom. You built a good portfolio, built it the right way, built it with the right mindset. Ok? Now whether you are buying it cheaply or expensively, it does not matter. If you are just taking it on growth, then your portfolio will grow. According to TDSR, value is visible in some sectors.
The first infrastructure company has fallen significantly from its 2024 pick. So when it falls, the valuation becomes attractive. So already look at the order book, look at the valuation, look at the debt, look at the promoter, then you will see a good company here. Secondly, if you look at PSU banks i.e.
public sector banks, they are being offered at cheap valuations. So again a little timing will work here but it could be good. Now comes which sector should be kept away from, brother, the IT sector is not giving any fun even after the correction. So that is why he says that brother, I personally will not invest in IT but I can invest in AI based shares.
So there are not many AI based shares directly in India. So perhaps he is referring to the outside market. So you also know that there is AI based stock in the outside market. After that, the defence sector is very good but it is expensive in terms of valuation. So we have to be careful and if we go to the future, there is the future of semiconductor and AI which you also know and these are the two most super solid futures.
So brother, if you want such shares then if they are available in India then buy them, otherwise they are international. There is one more thing here. Maximum people think I should buy small caps. So do not buy small cap shares on someone's comments because you neither understand the company nor what the company says is his understanding.
So if you do not understand business then in that condition you should go through mutual funds because buying small cap directly is not possible for every investor and it is not necessary for every investor. You can invest in mutual funds with us. But there is a pin in the description and comments. Also, look at one more thing he said very well that war does not last forever.
And after some time the war ends. The market recovers. Also look at the historical pattern. So, if you are investing, you should have an investment period. Those who think short term, three to five years, sink. Ok? Now here another interesting thing was asked because continuously because everybody knows what is going to happen all this semiconductor data center and AI TI and everybody knows so even if you find some company valuation would be very expensive.
So that's not my cup of tea. AI Bubble Like the dot bubble, many companies were wiped out. That bubble gave the world the Internet revolution. Similarly, only many cups will come in AI. But in the long term, AI will change the world. If I were to quote a lesson from his interview in this entire video, the first one is that volatility in the market is normal.
Do n't try to catch the second bottom. You won't get a Guinness World Record. Third, if you want to do deep buying, do it with patience and long term mindset. Go to the future. Look at the valuation and do not trade on someone else's tip because money is not made quickly in the stock market. It develops over time and if you agree with what he says then like and share the video and support him by investing in demat account, crypto or mutual funds. Link in description and comment with pin.
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