저자: VijayKedia · 외국인
요약 보기
결론: 인도 시장은 장기 마라톤이며 중소형주 중심 장기 투자 관점을 유지하고, 단기 변동은 감수해야 한다는 메시지. 인도 시장 전망: 지수가 매년 13~15% 수익을 내왔고 이 추세가 앞으로도 이어질 것으로 봄. 중간중간 조정은 있을 수 있으나 큰 흐름은 상승. 중소형주 전략: 중소형주 투자를 선호하며, 경영진을 직접 만나본 뒤 투자하는 방식. 경영진이 기업이 얼마나 커질지 모를 정도의 확신이 필요하다고 강조. 중소형주 선별 기준: 15~20년 이상의 실적(트랙레코드)이 있는 기업만 투자. 과거 경기침체·위기를 어떻게 극복했는지 확인. 거시 리스크: 미국 인플레이션, 금리 변화, 인도 선거 결과 등 불확실성 존재. 상황이 개선되면 오히려 시장 반락이 나올 수 있어 대비 필요. 출연자 정보: 음악 활동(노래 작곡·가창)도 병행 중이며 곧 건강 관련 곡을 발표 예정.
다듬은 글
We are here at BT500 Wealth Creator Summit and Kishore Kumar of the market is present with me right now, as Shell Sir also said, Vijay K Diya Sir, thank you so much, first of all for taking the time out for us, my first question would be if you know if you could recite two lines of yours, I mean, if you could recite your most favourite lines from your songs for the viewers of Business Today, then ma'am, thank you very much for inviting me and the two lines that you are telling me, I am remembering these two lines right now, I had written a song in which it was written that sometimes DI, sometimes FI, inflation, sometimes oil, sometimes dollar, sometimes rain, this is the game of all these, there are many names of problems here, just be a little different, just be careful in the short term, my love, oh wow wow, absolutely great, Keria Sir, and at 21000 Nifty, 70000 Sensex, how do you see the Indian market right now, no, Indian market is a journey and this journey is not 100 It is not a journey of 200 meters, it is a marathon, so the returns that the index has given have been giving returns of 13, 14, 15 every year, so I feel that this is the beginning of that and it will remain like this in the future as well and this caravan will keep going, it seems to me that you have played a very long innings, any interesting story that you would like to share with Business Today viewers, in the story, I understand that you should have your own poet in any shares and I say this many times, like I invest in small cap and mid cap, so if I get a chance to meet the promoter of small and mid cap, I never invest after meeting anyone, I invest first and after that, suppose he comes to some conference etc., then I meet him also after taking my shares and later I understand that the promoter himself does not know what he can become, so that conviction should also be big, when you can become a poet, when you The India story is based on the theory that if the pitch is good, even if the batsman is a little loose, he will still be able to play his way out.
If the pitch is bad, then you will need a lot of experience there, and then the batsman will need to get out of it. Since the pitch in India is so good, I feel that no matter how honest the management is, they themselves may not know how big it can become. Absolutely. And you also talked about midcap and small cap, sir, so we have seen a stellar rally in these broader markets.
Do you think that the momentum will continue in the future as well. The current momentum will continue. The momentum will keep on going. There will be hikes and ups in between. See ma'am, it does not go straight ahead. The state market does not move right now. And what I feel is that in the last two years there will be many uncertainties in the US market, inflation, interest rate changes, and India's election results and all these things, nothing, everything is falling in order.
Improving, so in such a situation, it can happen that sometimes it also happens in the market that when things improve, then there is a reaction in the market, sometimes this also happens, I am just saying this, so one should be prepared for it, if it happens then it happens, if there is a reaction then it is good, what is the problem for the market, what else do you like, apart from the market, I like music, as you know, I keep singing songs, I am a born Bhaandu, you can say so, I like writing songs, composing songs and singing songs, I like that absolutely and lastly Sir, you had talked about mid cap, small cap and bangar cap on the stage, so how to identify the stocks which you should stay away from, you should look at their track record, so if there are any shares which generally do not have a track record of 15-20 years, then personally I do not invest in them because in 15-20 years it seems that the management which has fallen many times, must have seen recessions many times, must have seen slow downs, must have seen uncertainties You must have seen the crisis, how he dealt with those crises and even after that if he has come forward then he has become full proof, for a minute his credibility has also been established and he has also tested himself, so from his track record you will know what he has done in 15-20 years and my last question would be that which song are you working on next and which song are we going to listen to, right now I have written a couple of songs, I have written some short songs, nowadays I think I should write short songs, nowadays reels are more in fashion, not within a minute, that means no one listens to long songs, so I have written, maybe I will post in 10-15 days, you wrote on that topic, right now I wrote on market, by the way I also wrote on another topic market, my song is going to be launched under NCPA on 17th, I have written a song, I have written a song on health, there is an NGO who approached me to write a song on health I wrote that song on health, yes, I want to spend life happily, I have written a complete song on this, so they will have lunch on the 17th, you will know about it, very good sir and thank you very much for taking out your time, thank you very much
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