원문 보기
Crude oil prices are rising due to Iran war tensions . The stock market is falling. Retail investors are the only ones working. They are buying gold and selling stocks. But the same situation happened in 1992 as well. But at the same time, a young trader entered the market. Do you know how much his capital is?
It's only ₹5000. That young trader later became India's Big Bull. He is none other than Rakesh Jhunjhunwala. But here's an interesting question: if you start with ₹5000 in 2026, will you be able to achieve returns like Jhunjhunwala ? The answer to this is not what many people expect. In today's video, we are going to make three practical comparisons of how Rakesh Jhunjhunwala would make the decisions he made in 1992 in 2026 if he were trading or investing in the market for the first time today.
So, in our first point, let's learn about the ₹5000 myth . Many motivational videos say that Rakesh Junwala started with 5000 rupees and earned thousands of crores of rupees. So you keep saying, "Start." But you are missing an important point here . Let's do a rough calculation to see if the value of Rs 5,000 in 1992 will be the same as Rs 5,000 today in 2026, given the same inflation .
If we look at India's inflation on average, it could be 6 to 7% in the long run, according to the data provided by the government. But if we calculate inflation as a measure of real wealth creation, it will be at least 10 to 12%. That means ₹5000 in 1992 is equivalent to 1 lakh to 1 lakh rupees today.
That means that investing 5000 in 1992 is like investing 1 lakh rupees in 2026. That's why the mindset of "I'll become a billionaire by investing 5000" is not practical. But it is right to start the learning journey with a small capital . How did Next Junwala think in 1992 ? If he were to start in the market in 2026, how would you think today?
So in 1992, there was a stock market crash. All investors are still afraid . What most beginners do at times like this is take all their money and put it in one stock. Or they follow tips and buy and sell stocks, then sell again when they make a loss, then book when they make a small profit . But Junyun Wala's approach is a little different.
We don't know the exact numbers publicly, but he would have taken multiple positions in the early phase . Because there is not much data available for beginners. They don't develop a clear conviction right away. It will take some time. So diversification helps in times like these. For example, if you have a capital of one lakh rupees, rather than investing that one lakh rupees in a single stock, you should divide it into five parts and invest 20,000 in each stock, or divide it into 10 parts and invest 10,000 in each stock .
Because beginners don't have much experience. That's why they should first protect their money through diversification. After that, when you build a clear conviction, you should increase your concentration by investing more money in strong stocks. Next point is the Titan story. If there is one thing that Rakesh Jhunjanwala has the greatest advantage over others, it is investing in Titan.
His journey began in 1992, and his great investment began in 2002 . Did you see that Rakesh Jhunjun also got his greatest investment only after 10 years? So think about what will happen in 10 years, rather than what will happen tomorrow . So, going into the story, in 2002-2003, a company called Lotitan was not a big popular stock.
It does jewelry business . At that time, everyone thought it was a risky business. At that time, the stock price was just ₹35. But Junjun Wala started the accumulation [of music] very slowly . But an important point here is that Rock Jhunjhunwala didn't buy it because it was only ₹3 and it had only ₹5 .
The reason he bought it was because he kept its future story in mind and the growth of the middle class in India in mind. Trust is built through a brand . Lifestyle spending will increase. He identified these three themes . That's why Titan created 1000A Bagger Wealth after that . But this is a past story, isn't it?
If Jhunjhunwala was thinking like a beginner trader in 2026, what kind of stock selection would someone make today? Maybe he would have similar questions running through his mind. What is the biggest theme for the next 20 years? Given the current global scenarios, consumption growth in India is expected to increase significantly.
An energy transition occurs. More importance is being given to defense manufacturing. Electronics manufacturing is also growing very well . And there's no need to talk about AI automation. So now in your mind, which stock will double tomorrow? How can I double my money in just one year ? Instead of thinking like this, think like a great investor during a crash.
First, plan a question in your mind . The question is, which sector will grow after this crisis? Once you pause this video, take a screenshot of it . Because it will decide your future . Which sector is going to grow for you after the current crisis? If you save this and start working on it, the first step towards your future great investments starts here.
So what is the situation with today? There are Iran war tensions. Crude oil prices are rising. The market will take it. All retail investors are also scared. But you know what history says: crises keep coming . But after this crisis is over, new leaders will be created in the stock market. This happened every time.
The IT crash happened in 2000, and the financial crisis happened in 2008. The 2020 Covid rally also took place after. Every crisis comes and goes. It is at times like these that new multi- bagger companies are being created [in music] . But what you need to know now is not why the market crashed, but what the next wealth creation team is .
If this one point goes into your mind, my effort behind making this video was a success. If you want to watch more videos with such deep analysis, don't forget to subscribe to Telugu Stock Channel. In the next video, I will break down and explain Vijay Kedia's bear market strategy . Thank you everyone for watching this video.
Comments 0