저자: NikunjDalmia · 외국인
요약 보기
인도 증시와 라케시 중은중왈라의 역할을 다룬 영상이다. 인도 경제의 회복력 요인으로 인구구조, 디지털 인프라, 안정적 규제, 안정적 외환보유고, 우수한 인재를 꼽았다. IT 수출이 일부 산유국 석유 수출액과 비슷하다는 점도 언급했다. 과거 인도 증시는 제도 미비로 1980·1990·2000년대에 큰 폭의 하락이 반복됐다고 설명했다. 중은중왈라는 장기 보유로 부를 쌓은 대표 사례로 소개됐다. 수익률 측면에서 그는 30~35년간 연 50% 이상의 수익률을 기록했다고 주장했으며, 워런 버핏의 20% 미만 수익률과 비교했다. 타이탄은 15년 이상 보유했다고 언급했다. 센섹스가 5000일 때 5년 내 25,000을 예상했고 실제로 도달했으며, 현재 50,000 이상이라고 말했다. 장기 투자와 복리의 힘, 타이밍보다 시장 체류 시간의 중요성을 강조했다. 출연자 전망: 인도 증시에 대해 장기적으로 낙관적이며, 구체적인 단기 가격 예측은 없었다.
다듬은 글
How much contribution was there but there are many factors for where India is at that why we are so resilient right now Demographic productivity Gen digital stock Very good regulator Stable forex reserves Extraordinary talent Now look at how many Indians are there in the top 500 companies You see the IT exports that India is doing today are equal to the oil exports of Ramco Every third medicine is said to be made in America is made in India So there are many factors for this Brother India Today Government Political stability Government strategy Digital was considered a place which in olden times people used to say that there is power here If the stock market ultimately had a purpose, companies would come for the purpose of stock market and they would invest capital in it and we would invest in good companies, then you will benefit from it and you will appreciate the capital of the stock market And there is no paper in IT Make it just a platform wireless So because the Indian system was a bit lax at that time the market was not that smart Our systems and mechanisms were not that good So we used to hit stuff in the market Everything used to decrease by one within a year, it happened in 1980, 1990 and 2000, then Jhunjhunwala sahab came and we call the stock market making money in the right way for a long time and maintaining it continuously, it is acceptable and praiseworthy, if we look at the figures that people tell us that brother, brother, he started his journey in the stock market, now the figures are that his portfolio is worth 5 lakhs, 10 billion dollars, 5 billion dollars, 10 billion dollars, that is, whatever is in billions in the portfolio, then if you calculate the returns that brother, what kind of returns did he give in 30-35 years, then his returns are more than 50%, Warren Buffett's returns, which we consider one of the richest and one of the best investors in the world, his returns are less than 20%, so the return that he is making with his portfolio is such a kind of return that no one else in the world is making and he has done this because he had a belief, India wants him.
It will be like India, in the coming times, Indian drivers will overtake, I may not be alive to see it, but that time has passed and today we are talking about it, I remember when the Sensex was 5000, we used to say that in 5 years the Sensex will reach 25,000, we used to see it and say that it reached 25,000, today the Sensex is above ₹50,000, so these are small things, a kind of friend who helps you in life that if you think long term, you can create a lot of wealth, so Jhunjhunwala sahab had a unique ability, by the way, if you see, he kept Titan for more than 20 years, or rather, kept it for more than 15 years, so the money he has made in stocks, although he has bought a large number of stocks, he has a lot of wealth, it is important not to time the market, but it is important to spend time in the market, so do not time the market, but spend time within the market, wherever you spend time, the power of compounding, if you think If you are investing in any company, now I will take him as an example.
He said, brother Nikunj, if I feel that the price of ITC is going to increase from ₹100 to ₹500, then what difference does it make if I get ₹200 or ₹300 million, if it looks above, this is the story of Dahi Bharat. People often wait for collection and it will fall and fall, so time is last in waiting but collection will keep coming.
Their most famous stock is Title, everyone knows about it, so collection will come in every good stock, which has been a multi stock of Rakesh ji, in 20 years the list has fallen more than 50 times, but he did not sell it, this shows absolutely no story, this is his trust and the courage he has shown, so tell me something about his image, his personal life and his personality, how courageous he was.
Comments 0