저자: MarkMobius · 외국인
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중국 기업의 인도 제조 진출은 양국에 이익이 되며, 인도 중소형주는 리서치 공백으로 상대적 초과수익 기회가 있다. 대형주는 이미 인기가 높아 정보 격차가 작다. 금속주는 개별 기업 단위로 접근해야 하며 중국 무역 상황과 무관하게 유효하다. 2025년 한 가지 베팅으로는 인도 기술주, 특히 반도체 제조 및 관련 기업을 꼽았다. 크리스마스 선물 종목으로 New Gen Software를 언급했으나 아직 매수하지 않았고 보장은 없다고 밝혔다.
다듬은 글
halted the winning momentum and ended rather flat with a marginal loss today after ending the the you know in the green for the five straight days coming in from Friday Nifty and sensex saw some profit booking in Tech and Pharma names meanwhile broader markets continued to cloak in gains even in today's trading session for the week Nifty closed over 2% gains with realy being the biggest gainer with that traded up 5% with gains of 5% over the week now the bull seems to be bowing Indian equities back that uh from that 10% correction that we saw coming in what of the key themes and the stocks that are on his radar does one uh you know look at small Caps or midcaps or is it time to play safe and be with the large caps here's an exerpt from the chat that nikun had with the market big voices big voice Mark mobus let's go across and take a look at his take China is eager to diversify its manufacturing because of the American tariffs and for other reasons simply because of Labor shortage so uh Chinese companies going into India to manufacture will benefit from what's happening in India and by the way India will also benefit from this kind of transfer of technology and knowledge so I always tell my Indian friends don't be afraid of the Chinese you should welcome them into India because you'll learn a lot from them about manufacturing exporting Etc and it will be good for both sides so it'll be very interesting to see what happens with the exception of let's say IC bank and bti AEL I don't see too many large cap stocks in your declared portfolio why is that uh for the reason I mentioned you know U the large caps are already popular they're well researched everyone knows about them they're in the index uh whereas the medium and small cap are not very well researched and are not in the index so the possibility of them going into the index is meaning that the price will move up very nicely when that happens but more importantly it's good to be on the other side of the information Gap in other words when people know a lot about a stock then it all the news is out and the possibility of a share a reform share CH by stage is small but when you have the opportunity to research a company that no one else knows about uh you have a chance to outperform so I think it's very important that we look at that situation with the small and medium cap companies Mark I distinctly remember last time when we spoke you said that you saw you bought into metal stocks because you found them cheap now that the China trade has reversed would you still stay invested in metal stocks yes uh we'll definitely look at those there's no question about that uh you must remember it's not a matter of looking at a sector but looking at individual companies because you will find that in any sector there are some outstanding companies and you don't want to um to say oh I don't like that sector for one reason or another uh because you may miss out on some individual companies that are doing very very well and will continue to do well going forward Mark uh so just to wrap it up with one final question if Mark mobus has the option of just punching in one trade for 2025 it could be any asset long or short it could be a country it could be a midcap or a large cap stock which is a one trade you would like to punch and given in choice for 2025 I would say again uh India stocks but particular Indian technology stocks and more specifically uh semiconductor manufacturing and companies related to semiconductor Manufacturing in India you know Christmas is around the corner and how about giving a Santa gift or Christmas gift to our viewers with a stock name well a nice come on you have to be a Santa Claus come on Mark you have to be a Santa Claus this time well I hope that uh buying our fund will really do the trick parket it's only meant for it's only meant for CH investors come on markia Santa Claus once in a year Santa comes you want one stock or one one stock One stock which we can call as Mark mobia Santa gift or Christmas gift well I would say uh again it's no guarantee and I must say I'm not buying this stock yet but a company called New Gen software
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