저자: VijayKedia · 외국인
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결론: 단기 시장 과열 우려에는 개의치 않으며, 향후 5~10년은 강세장이 이어질 것이라는 장기 낙관론. 시장 상황: 시장이 많이 오른 뒤 조정 중이나, 과열·고평가 여부는 신경 쓰지 않는다고 함. 과거에도 9,000에서 7,000으로 떨어지는 등 등락을 여러 번 겪었으며, 투자자 입장에서 과열 여부는 중요하지 않다는 입장. 중소형주: 중소형주가 최근 몇 주간 25~40% 조정받았으나, 본인 보유 종목은 20~30% 하락한 적이 없고 펀더멘털과 경영진이 탄탄해 추가 하락이 있어도 개의치 않는다고 밝힘. 웹오브글로벌(Web of Global): 1분기 전 매수한 이커머스 다이아몬드 기업으로, 주가가 1,000루피에서 250루피로 하락해 본인 매입단가는 약 350~400루피 수준. 기업이 실수에서 배우며 올바른 방향으로 가고 있어 점진적으로 성장할 것으로 봄. 구체적 목표가는 언급 없음. 향후 전망: 향후 5~6개월에 대해서는 예측하지 않음. 5~6년 관점에서는 매우 강세적이며, 향후 5~10년간 시장이 강세를 유지할 것으로 전망. 국내 자금 유입이 늘고 있고 인도가 세계 최대 강세장이 될 수 있다고 봄. 종목별 방향: 본인 보유 종목은 펀더멘털이 탄탄하다며 유지 입장. 삼성전자·SK하이닉스 등 대상 자산 언급 없음. 리스크: 단기 조정 및 중소형주 급락 가능성은 인정하나 개인 관점에서는 문제 삼지 않음.
다듬은 글
very special guest VI Kia MD at Kia Securities joins in to share about markets what stocks he's buying off off late and of course lots more V morning uh Market seem to have run up quite a lot and are now consolidating what really according to you is the way forward in the near term according to you Market has always been riskier we have seen Market fell down from 9,000 to 7,000 and that also happened twice okay so Market was risky that time of Market risky now so we have seen all ups and downs all of all our life so all these things actually uh they don't don't bother me that uh Market is overheated or Market is overvalued Market it it it could be overvalued but uh it is overvalued or overheated for the investors who are entering for the first time in the market if you are invested in the market then it does not matter whether it is overheated or it is not it is overbought or oversold all these things are part and parcel of investing okay now mid and small cap stocks have corrected 25 to 40% in last uh few weeks uh do you think there is more uh selling which could happen in midcap stocks no whatever shares I you see to me stock market is what whatever is my investment there in the market correct to me that is the stock market and I am watching those shares where I am invested so I don't remember that any of my shares have really Fallen 20 30% so and those are backed by solid fundamentals and solid management so I'm not I'm not uh it doesn't bother it doesn't uh I'm not worried about the fall even if even if they fall 20% or 30% as you are saying it may fall tomorrow also so but I don't think that is going to uh change my mind so I'm okay with that okay VI let's talk about the stock which you've most recently added in your portfolio then I think in last quarter I had bought some uh that W Global limited uh it's a company it's a e-commerce Diamond company which I had bought in last quarter that was 3 months back 3 four months back so you bought into web of global one quarter ago okay web of global is not a totally undiscovered name what is the rational behind uh picking web of global actually it fell down from 1,000 rupes to 250 rupees I think maybe my cost price somewhere around 350 or 400 something okay this is a company actually usually what happens like foreigners buy uh Indian company listed at for example American Stock Exchange okay I bought a company which is doing business in America and listed at Bombay Stock Exchange or Indian stock exchanges so you can understand that what do I think about this company okay fair point so what's the story which is developing in bebov as of now I think they're learning from their mistakes now company is on the right path it will slowly and steadily company will keep on progressing this is what I feel so next 5 to 6 months of a rest of the year where do you think markets are headed I don't know about what is going to happen in next 5 6 months but if you ask me for next 5 six years I'm very bullish I think Market uh should remain bullish for next 5 years 6 years maybe 10 years uh Revolution is happening in the in the market a lot of as we all know that domestic money is coming like anything and India is going to become the or may have become or is on the verge of becoming the world biggest Bulls market so obviously Good Times ahead which pleasure speaking with you thanks so much for that quick interaction uh good to have you in the show as always find us on Facebook at facebook.com/ etow and don't forget to click the like button you can also follow follow us on Twitter @ etow live to stay updated with all our programming hit the Subscribe button on our YouTube channel by logging on to youtube.com/ now
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