vijay kedia investment strategy🚩stocks to buy now

요약 보기

결론: 현재 시장은 역동적이며 한 챕터가 끝나고 새 챕터가 시작되는 시점이라 단기 방향보다 장기 관점(5~10년)을 유지하고 인도 성장 스토리에 집중하라는 메시지다. 시장 관점: 12% 인플레이션 하에서도 주식시장은 상승한 사례가 있으며, 루피 약세가 주가 하락과 항상 연결되지는 않는다. 과거 위기(2020년 코로나 등)를 견뎌낸 경험을 근거로 낙관적 태도를 강조했다. 섹터 전망: 과거 강세장(2003-04년 등)에서 참여하지 않았던 새로운 섹터들이 다음 상승 국면에서 주도할 가능성이 있다고 봤다. 철강, 설탕, 전력 등에서 대규모 투자 발표가 이어지고 있어 새로운 sunrise 산업이 등장할 수 있으나 명확해지려면 1~2개월 더 필요하다고 언급했다. 포트폴리오: 본인 포트폴리오 일부는 공개되어 있으며 최근 일부 종목 비중을 늘렸고 최근 10~15일간 현금 비중을 일부 유지 중이라고 밝혔다. 구체적 종목 방향 언급은 없다. 리스크: 시장이 동적이고 본인도 틀릴 수 있다고 명시했다. 출연자 전망은 장기 낙관, 단기 불확실.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Simply, if there is a solution to the problem of all these things, which I have understood in my pearly wisdom, the only solution is to stay in sunrise industry and other cost, out of sunrise sunset industry and other cost, and maintain a long term view, maintain a 10 year or even 5 year view, all the sins are hidden in it, all the problems start appearing small, such a market has been seen that under 12% inflation, the stock market rose, whenever there was a rupee depression, the stock market remained depressed, many times it did not rise, many times it also happened that there was a rupee depression and its shares were falling, whereas they should have increased, so here one never gets a definite answer, how can you stay happy, your mind will be right, if you remain happy then new ideas will come to your mind and you can get out of the situation and fight the situation, well, right now the question asked by Ashish, what does my heart and mind say, my heart says that you should look at the India story and focus on its growth story, focus on its stability, if only I made a slogan, if you look at it, it is your complete ideology in the market, tell me investor, on which things is your convolution more here at this time, when you look around, when you try to buy something or make up your mind to buy, what does your mind say, on which thing is your commission being made, see at these prices, I will tell you that right now this market is a bit dynamic and as I told you that it is a dynamic market, once I told you that one chapter has ended, now this chapter has ended, now the end of a new chapter is the beginning, it is equal, so it does not mean that the world has ended, it did not happen before, there was a crisis here, we handled that too, the first one that came in 2020 was a real catastrophe, now whatever new dimensions will be formed, now the situation will change in one, two, three months, there will be a new rebirth, new sectors will emerge somewhere, generally history tells us that those sectors which have not participated earlier, those who have not participated in the previous bull market or in the previous rally, perhaps They should participate, history tells us this, data, figures tell us this, I feel this way and again I can be wrong, let me tell you that I feel that this happened in 2003-04 also when it came in this way and turned around in this way and the next one is 5200 or I don't remember, did the one with 5 and 200 become 1200, whatever that time was, after that new sectors came over in India, banking came over in that and the interest structure, a new market can open, every company has just announced that in the last two-three months, it is said that there are two lakh crores in the steel sector, it is going on in sugar, it is going on in power, how much has started in this video, something should come out, a new sunrise industry should come out, it is a bit early, the situation will become a little clear in a month or two, I am invested, how has your performance been, have there been any additions, have you been rejecting anything in the portfolio, is it such that my portfolio which is in the public domain, understand that the 1% If it is above then it goes into the public domain in those portfolios, as far as I remember, the share holding pattern is going to come in July, as far as I am aware, I did not make any changes in them, I increased some mistakes, as far as I remember, there may be one or two shares, some may have done it but I do not think so, there is some important portfolio in my portfolio which is not 1%, okay and for the last 10-15 days I have kept some cashback, okay