Raamdeo Agrawal favourite STOCK🔥FUNDAMENTALLY STRONG SHARES for LONG TERM🔥STOCK MARKET FOR BEGINNERS

요약 보기

결론: 라마데오 아그라왈은 현재 시장 조정 가능성은 있으나 큰 폭은 아니라고 보며, 펀더멘털이 강한 종목을 저가에 분할 매수할 기회로 본다. 시장 전망: 2021년 3월 대폭락 이후 약 두 달 만에 강한 반등이 나와 단기 과열 우려가 있고, 개인적 판단으로는 조정이 있더라도 5~10% 수준이라고 언급. 추천 섹터: 민간 생명보험, 은행(공공에서 민간으로 가치 이동 전제), ITC 관련주, 제약주, IT 서비스주를 중점 섹터로 제시. 보험: 보험료 인상과 외국인 투자 한도(FDI) 확대 흐름으로 보험 섹터 성장 기대. 생명보험 시장 선도기업 예시로 HDFC Life, SBI Life 언급(매수 추천이 아닌 관심 대상). 은행: 불량채권(NPA) 증가 우려는 있으나 장기적으로 민간은행 성장 전망. 다만 RBI 전망상 올해 상반기 NPA가 최대 14%까지 늘 수 있다는 점은 리스크로 언급. 제약·IT: 인도 백신 생산 비중이 높아 제약 섹터 글로벌 경쟁력 강조, 재택근무·디지털 전환으로 IT 수주 증가, 두 섹터 모두 유지 투자 권고. 종목 선택: 펀더멘털 강한 종목을 조정 시 저가 매수하고, 장기(25년) 관점에서 보유하라는 입장. 특정 개별 종목 매수 추천은 명시적으로 하지 않음. 리스크: 실적 악화 종목은 시장이 가혹하게 처벌한다는 점, 작년 대비 시장 기대치를 낮춰야 한다는 점 강조. 출연자 개인 의견으로 '무조건 투자 아님, 도구로 활용' 입장 제시.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Hello, hello friends, welcome to the Stock Market YouTube channel. Whenever any big investor like Rakesh Jhunjhunwala or Radha Kishan Daman, then Ramdev Agarwal ji, then Vijay Kedia sir, whenever such big investors give their opinion, the market takes it seriously, but we retailers generally ignore them.

02. But let me tell you that their opinion is very important. This does not mean that we should blindly go and invest, but it works as an important tool for us because we get to know about the overall sentiment of the market from the studies of these investors. So in today's video, we are going to see Ramdev Agarwal ji, about whom I had also covered in another video, who had said that we may see the level of 2002 lakhs being touched by violent attacks.

03. When will this happen by 2030, friends, recently another article of his has been published in which he told about which sector he is going to focus on right now and also told about his opinion about the market right now, so let's start the video, here you can see the photo of Agarwal ji and Agarwal ji is the founder of Motilal Oswal, a mutual fund or broking related company, so according to the 2018 force, his network in 2018 was one billion dollars, so let's come directly to our article, as here Agarwal ji's article is open to the market for its autonomy, but as Agarwal ji told here that right now we have an opportunity, not from above, that Ambala Cantt 288 protein fiber, that is, which is fundamentally strong shares, because the result of all of them is some such 15 fundamentalism Shubh, its business is seeing the attacks being impacted by the tweet.

04. It will be available like it has happened in Railways, then every sector or any such sector, in the week all the business has been closed, so Agarwal ji says that we have the opportunity that we can get such businesses at cheap rates, like here he told that if you know about the company and have understanding then you should invest because right now we can get such companies at cheap rates, broken price, this is what he says and the next important thing he said is that once the result is bad then the market is bound to punish it, that is, if the result is bad then we get to see a decline in that sector, right now there are many such fundamental stock companies whose results are changing due to tweets, so there are such sectors, then we should focus on such stocks, like he gave an example by writing, that is, liquor or beer, the companies related to all these have a following.

05. Attacks were seen closing in most places, so this is special, at the moment things are going bad, but this does not mean that we will see bad things in the future as well, so do you know that this point, after six months or a year, it means it will be under control or it will end, then all these companies will definitely go under the POCSO Act and like right now, the results of such companies will be bad, so because of this, you will get all these companies, that is, good or bad, at the right price and you should buy all these shares in your portfolio, says Agarwal ji, and at the same time, he also told which sectors are there at the moment, he has not named any stock, and in other sectors, that is, which sector is he going to focus more on, like private life insurance, banking shares, ITC related pharma stocks, so these are the sectors on which he is going to focus more, and regarding insurance related to this, he says that due to whatever happened to the insurance companies at present, be it March or last year, many businesses will be interested in taking more insurance.

06. So due to this, we will get to see the insurance sector also starting in a very good manner and at present, we have seen the insurance rates also growing, that is, it has been increased and as you must have seen recently, the FD limit in the insurance sector has also been increased by the government from fault in a person to 600.4%, so due to this, we will get to see the foreign investment in the investment sector growing in a good manner, so you also mean that you do not have to invest directly, but you have to see all these things, yes friends, and related to banking, he said that at present we have seen value migration happening from the public sector, but from public sector to private sector, that is, whether the focus is there or not, or the business, we are getting to see it moving from the public sector to the private sector, and there are challenges in the banking sector as well, and along with that, a lot of technology is also used on it, and he also said that this All this is related to stocks i.e.

07. bank shares and to remove this, he said that whether I am ever going to make a lot of money or not, all this banking sector, we will get to see it growing very fast in the future and he knows this as per the study of Asli Agarwal ji but he did not tell you that due to this, the banking sector and we have got to see a little impact on it or not and a little special impact has been seen on them because the NPS was continuously increasing and now an order of the Supreme Court has come, so we saw a little control in it but as RBI said that the NPS can be seen increasing up to 14% for the common people in this till the sixth month of this year, so you people have to keep this focus also and he said that the IT sector, due to this trend, their bumper income had increased and he also said that along with the IT sector, you know the pharma sector of India which It is also called the vaccine capital of the entire world.

08. As far as it can be said, India is because more than fifty percent of the world's vaccine manufacturing is produced in India. So, because of this, we should also focus on the pharma sector along with the IT sector. As mentioned just now, India is also the vaccine capital and India can also get a global advantage because of this.

09. He said that we have to remain invested in the IT and pharma sectors. You know that we know that the future is digital, but what was supposed to happen in 2030 or I mean plate, is not being seen happening in 2021 because everything has become work from home. As we were spending more time digitally, due to this you got related to it, like some big names came on this side, it became Infosys, the powder of all these, Billu or not, all the companies which are getting orders, we consider them unpresidented, that is, has anything like this ever happened?

10. Otherwise, so many orders are being seen because all these centers, like the IT sector, have a good selection. Your portfolio should contain as many stocks related to the IT sector as possible, says Ramdev Agarwal. Regarding the pharma sector, he has said that due to the current downturn, Indian pharma companies have got a huge option and as you know, no matter how long the demand goes, you will get a normal return, the medicine will not be needed, so due to this, no matter how much the demand is, but our IT sector, along with the IT sector, the pharma sector, we will see crying.

11. Last year, Agarwal ji himself took a part in it, in which he took Ajanta Pharma, hence, such life insurance, MP3, there were some top 25 stocks which he has chosen, which according to him can give very good returns for the next 25 years, so you have to focus on all these, you do not have to go and invest directly, but you can take it as a bus stand.

12. Regarding all these things and whether the market will correct or not, it has to be said that we have reviewed the current market as you have shown, in the month of March, we saw the market going down by more than 40%, but in the next one or two months, we saw a strong rally in the market, so due to this, he said that we should not have high expectations from the market for the next one year or 12 years, because the market has already given very high returns in the last one year, so he said that at present, we may see a correction, we have to be a little fearful and it is not that we will see it continuously, so he said that at present, we have to be a little careful and keep trying a little so that there can be a correction in the market because you all know that the market had hit 26,000 in the month of March, then it has just doubled, so there is a lot of boom in this year, so that is why we have to keep trying a little.

13. So this was his two articles related to that and finally this is my personal feeling that if there is a correction in the market right now, then it can also be from 5% to 10% at the most. If someone is thinking that the correction that happened in the month of March last year, I do not think that this can happen against it.

14. And one important thing that Agarwal ji said is that the market does not call us for the same result price, meaning that the market will not see the prices sinking twice due to the same reason, so this is also his saying, so this was the entire article, that we retailers generally ignore all these things, but we should not ignore all these things, we have to keep focus on the stuff and money, like why Agarwal ji has said that life insurance is such a sector, we have kept focus, so now your mind should run that which are the market leaders in the life insurance sector, we should focus more on the market leader.

15. Focusing on stocks like HDFC Life, SBI Life etc. does not mean that you will just invest in them, you just have to focus on things, so friends, that was all in today's video, if you liked the video then please like it and subscribe to the channel as well, so we will meet you in the next video, Jai Hind.