저자: VijayKedia · 외국인
요약 보기
인도 시장에 장기 투자 중이며 전략은 매수 후 보유(Buy and Hold). 중소형주 가치를 강조하고, 향후 강세장에서 은행 섹터가 핵심 역할을 할 것으로 봄. 지수 신고가는 소수 대형주 주도라 의미가 작다고 평가하며, 선거 결과에 따라 시장 시나리오가 바뀔 수 있다고 언급. 특정 종목은 이전 방송에서 언급했다며 이번에는 생략.
다듬은 글
invest like a bull sit like a bear and watch Like an Eagle so this is my strategy and I have one point strategy only and that is buy India and hold so I generally I don't change my strategy uh easily until unless there is some valid reason or some crisis kind of situation I don't change it I've seen many elections I've seen many ups and downs in my life in stock market and election comes and election goes then again some election will come so I don't change my strategy I'm fully invested in this market and uh yes at presently uh sometimes I actually I take leverage bet also uh as of now I'm not leverage almost I'm not leverage and uh I will just stick to my position and I will wait for the outcome of the election so that is my strategy Buy and Hold I'm a midcap in investors okay so I'm investing in midcaps only I certainly find a lot of value in midcaps and again when we say midcaps doesn't mean that 5,000 shares so if I am following say 100 shares so of course and if I am invested in say 10 or 20 shares so I certainly find Value in those shares and I am happy to hold them in uh in spite of election or in spite of uh anything I'm betting on a lot of sectors so I'm betting on India as you as I can see so but uh I like one sector that is banking I think going forward banking should do well and next Bull phase in in next Bull phase banking uh sector will play a significant role uh this is what I feel for the simple matter that I think worst in this sector is over uh the NP is situation which was actually a drag and dragging the sector for last 3 4 years is almost sorted out now looking at the growth in India uh looking at the growth in credit and even when whenever this private capex will start so that will need a lot of money and bank is the uh bank is uh in the position to lend them uh because of uh uh due to this ilfs and all this uh nvfc is also not in a good shape so looking at all these factors I think that banking is the uh Next Big Thing banking is my uh best pick for the year and if you want to know about some particular stocks so I have already spoken in the last edition of your magazine so I would better skip I don't uh mention every now and then otherwise your your audience will think that I am marketing the shares so that is not my purpose uh for long term as I said that I'm very polish on India and I'm fully invested and in spite of uh whatever elections and whatever uh I'm fully invested and I think I will remain fully invested for next 5 10 years until I live so I'm bullish on India so I'm bullish on Indian economy so I'm bullish on stock market that's it index has touched new high but according to me this new high is meaningless because this new high is being supported by very few shares five six or seven shares so that is not the true picture of the economy nor that is the true picture of the market okay investors especially the uh small investors who are investing into midcaps and all have lost lot of money after 2018 so this index is meaning this new high of index is meaningless until unless there is a participation from all uh sort of uh stocks so biggest risk is this that is why what I say said Can suppose if expected result does not come then all these index stocks or maybe the uh large caps and all will fall uh a lot and certainly although midcaps did not participate in the rally will also fall but not to that extent so that is the risk in the market and uh so far uh fundamentally as you said that uh Beyond election what are the uh main worries in the market so Market is always worried market and worries they go together okay sometime it is in the form of crude sometime it is in the form of uh inflation sometime interest rate or sometime what I think Market is competent enough to absorb all those shocks so Market is only worried about the worries which it cannot anticipate unknown worries are uh you know more scary or makes Market uncomfortable so so let's see things will change after the election who comes uh which party wins that uh uh that actually uh will change the scenario
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