저자: RaamdeoAgrawal · 외국인
요약 보기
결론: 인도 성장 스토리와 인터넷·디지털 금융 확산을 근거로 장기 낙관, 단기 종목 예측은 없음. 인도 장기 성장: 과거 25년간 인도 달러 기준 성장률을 언급하며 향후 25년도 유사한 성장을 기대. 10배 성장 가능성을 제시. 인터넷·소비 변화: 닷컴 버블 이후 아마존 등 인터넷 기업이 회복한 사례를 들어, 퀵커머스 등 온라인 소비 확대가 지속될 것이라고 주장. 인터넷은 아직 당연시되지 않아 성장 여력이 있다고 봄. 기업 성장 전망: 특정 기업이 향후 큰 규모(8~10조 루피 수준)로 성장할 수 있다고 낙관. 자사 브로커리지 사업의 과거 사례(펜·종이 시대→현재 대규모 거래, T+1 결제)를 들어 사업모델 변화 가능성 강조. 시장 규모·고객 증가: 1987년 대비 투자자 계좌가 크게 늘어(약 1억 2천만 명, 매월 200만 명 증가) 디지털 온보딩 확대가 중요하다고 설명. 리스크·조건: 사업모델 경쟁력과 고객 반응이 관건이며, 산업 전반의 변화를 지켜봐야 한다고 언급. 단기 과열(일부 종목 급등, 40% 하락 사례 등)에 대한 경계 언급. 투자 조언: 장기 보유가 유리하며, 주식 장기 수익률 약 12~13%, 채권 등 고정수익 5~6% 비교. 시장 타이밍보다 장기 투자와 인덱스 활용을 권고. 단기 종목·지수 예측: 대상 자산(삼성전자, 나스닥, 금리, 환율 등)에 대한 1~3개월 방향 예측 발언 없음.
다듬은 글
Where to give opportunity, in the last 25 years over India, the Indian dollar has grown by 9%, so in the next 25 years also, India is the most liker by 9%, so the story that will be created from here, if will be created, which is the last 20 years, 25 years of ours, in this, that is the highest expedite, 10 from one, it is 25%, but was D delta nine, my 10 from 10 is 100, again growth it is what 25%, but what is D delta 90, so it is 10x move, so India's 10x moment, last time when you came to our studio, you said one thing, no, it was the last air bubble regarding stocks een some stocks rise by 80%, this year you said that There is an opportunity and if you see this year, if you do n't burn 40%, invested in it, see what is happening like your Amazon came, then in Y2K first there was a huge storm like Yahoo Amazon, then after that there was a complete collapse in Y2K, meaning it seems that the company will remain closed, so all this because their business model is empowered by the internet, meaning the rich of the internet are more like light wth is quite a lot, meaning something, now they are not profit for growth first, people have been very upset, now they say that all right now is that their model is also changing, you can see this, this quick commerce and whatever is there is very strong.
From this, everything is for Insta Blank, dear, also coming in other one-day customers will come, acceptance of new practices is also increasing, I also order a little, I am learning to order, so I do it first, I am not used to that, first I had to book a ticket, you also order a little, what is this, the acceptance consumer behavior is also changing a lot and will keep increasing, so even now people type internet, it seems to be a new thing, electricity is not to be called new, we take it for granted, but internet is not taken for granted, so it will keep increasing every year, what is this, it is 10 years old, right now it is 10-12 years old, which means effectively technically, what is it, and what is the storm, in my opinion, it is a 5-8 year old story and it is going to be very lo, its , this is my I Kant, which company is very big It will become very big, I mean seriously, if our company becomes 8-10 lakh crores, then how will we approach it it, noble, now you do not know how big I will become, no interview seems to be done, every person comes with a limited objective that we will do this, we will put a book, but the business which responds, the client responds, the other thing is divided, it uses , it is spicy, I don't know what it will do, you know, so you don't know, I mean when we started broking, we used less than pen and pencil, accounting, physical, we used R.D., lier, doctor and computer in the first two years, today you think, I mean the trade you do, the trade of 200 lakh crores, T plus one zero defect settlement, I mean, it has become something different, so this, I mean, as the environment changes in the future, all that I will tell you how strong the business model is for the consumers of Jumma Bigger, how much importance the company has for its product, that is to be seen, investment should also be made in your industry, then whatever related industries are happening, we are very worried in our big, but no meaning of it has been explained, C This actress, all our Kapil market overlords, the market gives them a cold shoulder like this, it is lopsided, it is silica, now what was it like , for example, if you understand that when I started 87, I think I might have had 2.5 lakh people in the market, by 2018, there were 20 million customers and there were multiple accounts in that too, that means if you read our tax, then it means unique, mast be about 10 million, okay, in 20 you will get 40, digital comes, onboarding happens, digital goes to the account in 5 minutes, how much has it become now, it has become 120 million and every month 2 million customers are coming, that train, in my opinion, is not a story, in 1987, the total turnover was 200 crore.
Group di group all together and its settlement happens in T plus 15 days and it always used to happen and settlement happens in T plus 21 on this 200000 crores de one you tel me one settled you talked about 87 this picture that you have here will focus on it what is this picture this is a painting of 2017 so some other things are happening I have wasted a lot of time I have to make an investment okay I mean like there is Bombay Stock Exchange tower you know like it is still there but that was mother like de only exchange would be 3.5 crores the value of the card was there then and it was available brother I mean I also brought 3 crore DK thing let me ask a class question the time applicants listen to you a lot what would be your advice to retail investors what to do and what should I do do n't do dirty to dirty investing investing yes the more days you have faith in dirty stocks then you will make money I think you have to be super enforcement then loss money c making money le 5% debt If the market does this one-think, then sometimes the one-year return will reach 25%, then even the effect of 80-90% will not be there after that, but basically the long term is about 12-13% and your fixed income is 5%-6%, so clearly, but is market, no matter how great you become, so brother, let's say this is the bottom, this is the top, let me find out my Mr.
and the bottom, hey , you can write poetry every time, so the best test, you put as many locations as you have, if you don't understand, then you can index it, absolutely, it was said that the stock market is designed to transfer money from an investment, patient to patient, so focus on it, absolutely fine, I like politicians said Amrit, but investing is of a university class, so let's give another headline, Ramdev sir had given the first headline that India's Tenex momentum is low and the second headline that this is an Amrit movement in India's investing, sir, thank you very much. It's been so nice talking to you and thank you so much for talking to us
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