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RaamdeoAgrawal

Accuracy score+2.0
순 place49
Scored calls56 calls
Hit rate / Market-adjusted / Return-weighted64.1% / 68.2% / 65.0%
1-month return / Market / beta excess return / Peer excess+1.4% / +1.5% / +0.1
Bullish / Bearish / Neutral18.2% / 13.0% / 68.8%
Best horizon1m
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Updated2026-10-28 07:00:00

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Raamdeo Agrawal, Chairman of MOFSL sharing Market Outlook 2022 on ET Now Swadesh

Motilal Oswal Financial Services · 2022-01-07 · 유튜브 시청 10,063 · Board Views 7 · International

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저자: RaamdeoAgrawal · 외국인

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자막 품질이 매우 낮아(자동인식 오류 다수) 발언의 상당 부분을 정확히 복원할 수 없음. 판독 가능한 범위에서 보면, 인플레이션과 수요-공급 관계, 인도 소비재·IT 기업에 대한 긍정적 시각이 주제로 등장함. 인도 시장에 대해 투자 적기라는 취지의 낙관적 견해가 언급됨. 정부 지출, 공항, 세수 등 거시 지표가 양호하다고 평가함. IT 기업은 수주잔고와 마진이 양호하다고 언급됨. 인포시스, TCS 등이 거론됨. 소비재(ITC, 브리타니아, 힌두스탄유니레버) 등 장기 성장 기대도 언급됨. 다만 구체적 가격 목표나 수치는 복원되지 않음. 자산별 1~3개월 가격 방향에 대한 명확한 발언은 확인되지 않음.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. There is Ramdev Agarwal and Home Secretary and we should talk to them but now the Managing Editor of the country requests I serum, we are going to go, there is a chance of multiple falling of group companies, the relationship of group companies is nonsense because if you start MS Word of 2036, 2017, 2030, then it will be very deep in it, similarly the group companies, second thought, dinner packs can have a lot of correction in it and Anil ji, if there is a problem regarding nose light, then at this time, yes bonded which is a kind of future indicator, why not water there, if the infection is so strong, it has so much power, then don't, right now you should sleep on two or two and a quarter percent growth, if bonded is at 414, 667 percent, the absolute value is present, as much as you hate something, then take it like this that when you will buy or actually you will start gram flour, then the body scan spike is now, so I think that if you reduce this liquid nearby, then there can be a lot of changes in the bottle, that we are very small people, this I want to talk about the infection of Suresh's marriage.

02. If we talk in simple language, then infection means inflation. I have one or two reasons, when there is demand, there is supply. So what do you think, the expensiveness that is also coming is due to demand and if it is coming due to demand, then it should be good news, no, it is on both sides, I mean, the parents have exploded, the sub-registry platform has become, whatever your question is, whatever episode, all this should be tilted here, you could not digest it.

03. Secondly, what is that biggest festival sticker container, the goods in plane mode, it started going from here, but you can say big from Katra and send it to China, that is, their relation time train from many countries, all this is Australia, so the plant of this thing has been made Chandan, you are completing your Murli, so you read it, it has been reduced from the ground in the service, so I just agree that you have so much flour, like the stomach that you have, Wild Chanakya, so Siliguri is very fast, otherwise your surprise has reduced to the same Position then secondly demand is a very good remedy and possible honey, people in America that night a lot of demand-supply increased in my mind, due to that the demand-supply increased and it has increased a lot in the country and this is the first time in history that you are being helped, so Prashant and the infection is 6%, 49 percent, it is amazing, this is unpresidential, son of Ramdev, the infection in India is different, Ramdev ji, should an Indian actor look at American fashion, should look at the infection in India, Vikas, here everyone believes that the main reason for inflation in India was the price of potatoes increased, the price of tomatoes increased, the price of vegetables increased badly, there is a picture description of the generation of Rigveda, in its last four to five percent, so this is also a surprise in this, this tribal prints is according to that and when I looked at the level, then there is India Assurance Not Back in India registration and here also the accessibility work against your government, last morning all very limited, very a letter to your Whatever points Mother Murphy made, we requested them to liquidate a lot, so I mean, I am often in very conservative here, I am Quidditch, this story is very different, I am Guru's system of India and by teaching tuition, the best fight is the inflation Gujjar triangle, that is right, what should the directors do, they should cash in on the investment, return expectations should be reduced, they should invest in sectors which will benefit the investor, if they get the investment, then they should keep investing, after knowing all this you can definitely do it, but it is very good to do it, now it is a very good time to invest because there is a boat coming out of the court and many factors to happen due to India, at that time you should see, you will see that the government spending is going very well, your airport is very good, your tax collection is very good, there is a little correction now because consumer demand is to some extent, goodbye in the end Amit Shah, okay, but that is like the holy end of 46 I If one happens, it will come back, so I think it's good that India's China Plus system was forgotten, similarly Indian business has a lot of advantage, 84%, but other big ones are your attacks and the banking industry is very big, so if you look at all this together, I feel that this is a good time to put so much effort in it, so you should keep investing, so this is the time to do your work from here Himesh, and the growth in one party, we have Shraddha Good News Enterprise, you know, IT companies are earning well, congratulations to everyone, the order book of IT companies is good, after the advent numbers, everyone also came to know about this, there is no margin pressure even in IT companies, if everyone knew about this in the stock market, everyone would know about this, this mask and fight the market, IT stocks price profession, I have caught the price, this is 10 price in you, he said that everything has been discussed, so there is a free price, but how long is this, the land was a rickshaw, your digital portion, Haq Hussain, which is your Infosys TCS, so in this, your tempered glass, deliver it in it, deposit asset of five likes and dislikes So such tips are worth 1058 and 20% are 35549 nutrients NET 34 but St.

04. Petersburg was Russia but Prabhu what has happened now digital posters and campaign meetings and waste oil 50% from Tulsidas that here also you get 50 pages open and there is St. Which language on 10, even then 1517 percent and adding to the group now seems western and this portion increases so in the same dance I feel that now this is what Mrityun Dharamveer is not together, I feel that if I talk to him and looking at him it seems that he says I am this White to Cash MB tenth price portion is going on for three-four years which is being opposed and on top of that it is not passing its passenger traffic, the price may increase in it, so I feel that whatever Indian IT has done in 20 years, in the last year in Vishal, one person has done it in a hurry this year, he is happy, he has Janeu, now we are 150, 70 Billa and his supporters are 95 I have a bill, hello, today it is 171 without profit, this fella has a maximum profit of 25 percent till job portal power cord, it is the number one company from their side, details about it are more than 250 profit, so this is going to become bigger and it seems to me that the next parcel model petrol pump is to see that by tracking the consumer, it has its awards and do graveyards at the investors' place, you are talking about those who use complete technology and consumer facing, if we talk about IT companies, Bittu, those are also companies which are in business to business, so what do you think about consumer tax, should you keep an eye on any particular company, any particular one from the drain, I am doing my business brother, if the consumer tax which is a combination of technology in consumer sector, if both of these come together then it can be quite a blast that Shivam, where will all this go, so Amazon 95 and more have always become some big companies that send complete digital, there is 8 available which Kunwar, bring it here, but the doing business in commerce which has come on the distribution and channel, now you can return on it, you can do this, you can do addition, when I can do it in medical, then this consumer sector of yours in India, I mean ITC, Britannia, Lever, they have lakhs of situation points all over India, now it is dip and even after that it is not able to reach 25% even 100%, now see, but no, there is a company to save it, you can wear it in the next 20 years, this is frying, swelling, but with the internet here, you are sitting in some village and you will say from somewhere that we need this understanding, if you want all this soap, then I will make it reach you, Netaji must be asking that in the next two-three years, you will get all the clothes delivered to you in all the pin codes, it means that I have money, I am sitting in a village in Punjab, sir, reduce ATM debit or consumer gas, consumer come to Mumbai, this is the essence of this change, the company that you have gone to the opposite side, small here The company's share has increased a lot, it is owned by a big company, so due to that, the special ones will stand out, multiplication is strange, good points and after deciding, we have marked it, you can see that in 3-4 years, 4500 women are getting sold, so this is a storm, it will increase a lot, they are saying that 2,000, okay, two chillies were investing in Bharti, there were big investors, Indians were loss-making at that time, now you have to invest in Zomato, which is loss-making, so did you invest in the same Indian ones at the time of investment, do not look at today's profit, talk about tomorrow and the day after tomorrow, the matter is not easily sent, like the Harshit Bhartiya Parishad Lucky Strike of the party because the network business idea is network pizza bread, which I understand very well, the umpire duty ones are also very cheap, so those who are in two or three, who are five, then I will tell you that the entire Indian there is not the goods at that time, right now, the small size, big ones, you have tomatoes, heroines, all of them, whatever the waist is, but their price is near, in the past, if it would have been lakhs last night, then That is the difference Chief and Job, these three two are recorded, it is correct that whatever the last will companies are, it is very important to understand why these companies are in the last, they have a complete tablet, so you install Vidhi Shop continuously, the balance of that is the player commission, but if you make it a retail store, there will be a shot in it, it is Play Store, you can install Play Store directly, but if this metro or any other company will also bring one lakh customers, it is written in a little oath that I will be able to recover its price, where do you get it from, so we have to understand how much potential of increasing the profit power of the company, did they understand us, Bhushan news, okay, so here a pin and Sudesh's managing editor, while talking to Ramdev Agarwal in Request I, said this and remained in the market, secondly, where to fry the valuation a little, how, this Nikunj asked me, if it remains then the thing to break them is the price, but for this, the benefit of digital mopping can be obtained in future

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