저자: RakeshJhunjhunwala · 외국인
요약 보기
결론: 인도 경제·주식시장의 장기 성장을 확신하며, 개혁 진행으로 성장 변곡점이 임박했다는 견해. 성장 근거: 인도는 과거 수십 년간 성장률이 꾸준히 높아졌으며, 성장 요인으로 기술 인력, 인구구조(인구 혜택), 천연자원, 민주주의, 기업가정신을 제시함. 인도인의 역량: 원자폭탄 개발 및 화성 임무 등 기술 역량을 예로 들고, Google·Microsoft 등 글로벌 기업 CEO가 인도 출신이라는 점을 강조함. 개혁과 디지털화: 잔달한(Jan Dhan) 등 금융포용 정책, 사회 전반의 디지털화, 사업하기 쉬운 환경 조성, 공기업 민영화가 성장을 이끌 것이라고 봄. 투자 관점: 부동산은 중개·권리 확인 등 절차가 번거롭고 유동성이 낮아 선호도가 낮으며, 보석 투자 비중은 최소화한다고 언급. 주식은 유동성이 높아 선호함. 다만 상승·하락의 변동은 항상 있다고 인정함. 장기 견해: 10년 전과 현재 같은 확신을 갖고 있으며 평생 이 견해를 유지하겠다고 밝힘. 인도 성장은 아래에서부터(Bottoms Up) 일어난다고 봄. 개별 종목·자산 가격 예측: 영상에서 대상 자산(삼성전자, 엔비디아, 금, 비트코인 등)에 대한 1~3개월 가격 방향 발언은 확인되지 않음. 인도 시장 및 인도 경제에 대한 장기 낙관론만 제시됨. 리스크: 경기 변동과 조정(ups and downs)은 불가피하다고 인정함. 구체적 조건이나 수치 목표는 제시되지 않음.
다듬은 글
foreign chocolate I mean they are consuming so much fun so see nothing is linear in life but the fact is that India has raised his rates of growth in every decades in it I want to say what leads to the growth skills demographics natural resources democracy entrepreneurship it can't be taken ups and downs are always going to come and what are the alternatives to investment to stock industry I own no real estate except maybe a house and one land here there right we invest the least amount in jewelry as much as we I can convince my wife so what is alternatively and I'm not looking at Equity that you should give me 24 return 30 return 40.
because we 18 return the ease with which I can invest some of them bullish on real estate I search for a land I get a broker then I investigate the title then somebody is crucifying in the land he said that I buy dlf shares of the screen so the ease the liquidity and I have believed in India's growth because I think that which consider the facts everybody has a chemistry right there is DNA India's DNA is such that there will be growth we have the best skills in the world right we did not make the nuclear bomb by sitting technology we did not sell it to it if you read about the mission to Mark how we have done it's unbelievable right Google has an Indian CEO Microsoft are the Indian CEO right Tata science is someone educated in it so this is this I mean Indian skills it's a genetic quality of Indians right if you have skills we are going through the most favorable evolution of a demographic and this will continue until we have a deeply ingrained democracy I know of no society which have achieved great growth and retained it without democracy we have some of the best entrepreneurs in the world we have vast natural resource you know we are for deserts of Rajasthan we have the the oceans of the world we have the Himalayas we have to find it so why is it this chemistry how will the growth come and buy milk see even at the cost of reputation I think India has got all the inherent qualities that you know are required for growth we as a society only have to tap those qualities and enable our citizens and I'm no politician and I think as time is coming India is progressing and especially in the last three four years the reforms that have taken place in the form of jandhan in the form of the in in form of you know the digital the way Indian Society has got digitalized right we always have the skills and now the government is you know promoting ease of doing business privatizing the public sector so I think all these things are going to lead to double rigid growth in India and I personally believe India evolves and what evolves biologically is permanent and nothing is stops down it's all Bottoms Up so I have the same thought I had it 10 years ago and I had it now I have it now and I think I'll have it as long as I live so I feel now that it's the reforms are coming through I I think it's the time that we will reach the threshold of a breaking force or for inflection
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