저자: RaamdeoAgrawal · 외국인
요약 보기
인도 시장 장기 성장과 투자 원칙을 강조한 인터뷰. 인도 경제는 과거 25년간 연 9% 성장했고 향후 25년도 비슷할 것으로 전망함. 복리 효과 설명: 연 25% 성장 시 10배 증가에 약 10년 소요라는 식의 복리 논리를 제시함. 인터넷·디지털 전환: 아마존 등 닷컴 붕괴 이후 인터넷 기업이 크게 성장했고, 퀵커머스 등 소비행태 변화가 계속 확대될 것이라 봄. 인터넷 인구가 증가 추세이며 인터넷 관련 성장은 5~8년 이상 장기 스토리라고 언급. 기업 선별: 경영진과 비즈니스 모델이 강한 기업 중 일부가 크게 성장할 것이나 어떤 기업인지 예측은 어렵다고 함. 이익보다 성장만 추구하던 흐름이 수익성 중시로 바뀌는 점도 언급. 증시 구조: 1987년 대비 투자자 수가 크게 늘었고(2000년 약 250만 → 2018년 약 2억 수준으로 언급), 결제 주기 단축(T+15/21 → T+1) 등 시장 인프라가 개선됨. 개인투자자 조언: 장기 투자, 시장 타이밍 대신 꾸준한 투자(투자 후 방치)를 권장. 장기 주식 수익률은 약 12~13%, 채권·고정수익은 5~6%로 언급. 주요 메시지: 인도 장기 성장 스토리를 믿고 꾸준히 투자하라는 것.
다듬은 글
Give it to me personally, in the last 25 years, our India has grown by 9% as compared to the world group, so in the next 25 years also, India is most likely to grow by 9%. So, the story that will be made from here, if you have to take 3:30 or 3.75, then the story of 25-30 will be made, which will be our last 15-20 years, 25 years, in this, that is the highest expedite, 10 from one, it is 25%, but was de delta nine, my 10 from 10 is 100, again the growth rate is what 25%, but what is de delta 90, so it is 10x move, so India's tax movement has come, come on today Ramdev Sir, last time when you came to our studio, you said one thing, no, there was an air bubble regarding stocks Gear up to 80%, this year you said there is opportunity and if you see this year if you do n't burn 40% invested in it, see what is happening like and your Amazon came, in Y2K first there was a huge storm like Yahoo Amazon, then after that there was a complete collapse in Y2K, it means it seems it will be a band now and give you what they become trillions of jo of companies, all this because their business model is empowered by the internet, that is the rich of the internet maybe more light and rich is national international, so their growth is a lot, that is, something, yes, now they do not look for profit first for growth, people have been very upset, now they say that we want profit, we will bring growth later, so now all right now is profit and guidance of this type and the growth that has happened in some businesses Because of that their models are also changing, you can see this quick commerce and all that is happening very strongly for Insta Black, dear, also coming in other one-dimensional customers will come, acceptance of new practices is also increasing, I also order a little, I am learning to order, so I do, I cannot do without it, first I had to book a movie ticket, you also order a little, so what is this, the acceptance of consumer behavior is also changing a lot and will keep increasing, so even now people type internet, no new thing has come, electricity should not be called new, we take technology for granted, but internet is not technology, so it will keep increasing every year, it is 10 years old, right now it is 10-12 years old, which means effectively Jio came 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 management is strong After you understand, some of these companies will become very big.
Which company from my I Kant , 8-10 lakhs will become in a room of ₹20,000. So then how will you approach it . Now you don't know how big I will become. No interview seems to be successful. Every person comes with a limited objective that we will do this, we will back out. But the business which responds, the client responds, the other thing is divided on technology.
Now who knows what technology will come, like 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, so I used accounting, physical, the trade that you do, the trade of 200 lakhs, T plus one zero defect settlement, that means it has become something different.
So, looking at the future changes in the environment, I will tell you how much the business model will be. The consumer is strong, how much importance should be given to the consumer of beer, that company, its product, that is to be seen, investment should also be made in your industry, then and the related industries, how have you seen the market valuations and we are very worried in our big, but no meaning of it was explained, C This actress RN considered that all our Kapil market overlords are given a cold shoulder by the market saying that brother, it is all about 100,000, now how can I say that earlier, its history is also different and the future is different, for example, if I started 87, then in 2000 and by 2018, there were 2 crore i.e.
20 million customers, there were multiple in that too, that means we have 4 prime, so that means unique money is about 10 million, okay, in 20, 40 million digital comes, boarding happens, digital goes to the account in 5 minutes, it has become 120 million and every month 2 million customers are coming, that train is not a story in my opinion.
In 1987, the total turnover was 200 crores, including A Group and B Group, and it gets settled in T+15 days, and the settlement used to happen in T+21. You have a set of one, you talked about 87, this picture that you have here, let's focus on this, what is that, this picture, this is a painting, painting by One 2017 I want to make an investment, okay, I mean like the Bombay Stock Exchange Tower, you know, it is still there, but that was the price of the Mother Like D Only card, that was only available yesterday, brother, I mean, I also brought 3 crore DK, let's ask a class question, I hear you a lot, what would be your advice to retail investors, ments, then make money, I think, you have to be super enforcement, so loss money, making money, from Dan, 5% debt, this one think is for 10 years to 40 years, like shoulder, sometimes for one year It will come up to ₹25, then even the effect of 80-90 is not a big deal, 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, then , let me take out the bottom, hey brother, you are God, you can be right once, you can write poetry every time, so the best test, you put as many locations as you have, if you understand then you index, absolutely, buy whatever you want, so date is an EGS, invest, invest and sit and forget it was said that the stock market is designed to transfer the money from an impression, you patient, so focus on that, absolutely fine Amrit yesterday, I was there, although politicians said Amrit, but of investing, of investing, so let's give another headline, Ramdev sir first gave the headline that India Tenex Momentum and the second headline that this is India's investing I had an amrit kal moment sir thank you so much for talking to us it was so nice talking to you and thank you so much
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