저자: VijayKedia · 외국인
요약 보기
주식 투자 중 후회는 생활습관병처럼 빨리 털어내야 하며, 소액 투자자가 트레이딩으로 자본을 키우려는 건 대부분 실패한다고 주장. 금은 부의 보존 수단이지만 생산성이 없어 주식(부의 창출)과 다르며, 금은 최근 크게 올랐으나 향후 수익률이 정체될 수 있다고 봄. 10~15% 금·은 보유 중이지만 추가 매수는 않겠다고 함. 트럼프 관세에 우호적이며, 중국은 제조 역량과 기술 투자로 앞서 있어 인도가 배울 점이 많다고 평가. 향후 10년 유망 분야는 인프라·관광·호텔·병원 등 내수 테마. 스타트업 약 20곳에 투자 중이며 AI는 데이터 정리 용도로만 사용.
다듬은 글
No, there are many such stories which I did not take and missed and there are many such which I took and did not work and but I do not have any full proof answer as to why this happened, the answer comes to you later, which is called on the hand side, you come to know later, if I did this or that, I did not do this, I did not do that, this comes to know later, I did not know earlier, so by saying this, for so many days in the market, I understood that regret is the lifestyle disease of investing, so I regret for a while, maybe for a day, two days, four days, then it goes out of my mind, then I think about the future, when I think less about the past and that is why I say this many times at many places, it reminds me of a song from a movie that whatever I got, I considered it my destiny, whatever I lost, I kept forgetting it, I kept supporting life, I kept blowing away every worry into smoke, Sir, I will have to sing you a song today.
I sing in the bathroom, so I am a bathroom singer. A song is made in the end. So sir one more question, as if there is a new investor. And that person has only about like 1 lakh, 2 lakh such small capital. So what he thinks is that he should do some trading, make some money from it, create some capital and then he starts investing because what will you keep Rs 1 lakh or 2 lakh in investing?
Meaning nothing will come out of it. So what do you think of this idea? Look, there is a quote of mine inside this that investing is like milking a cow and trading in future options is like milking a bull. So no matter how much you milk the bull, milk is not going to come out of it. So by saying this, this is a kind of misconception among the people which is called a myth.
That I can earn money from trading and then invest it and I can also be successful but the success rate is very low. In fact, it happens with many people that the margin money for trading also gets lost. So after that you are neither at home nor at the ghat, that is what is called. So saying this I also wrote a song saying open your eyes brother.
Just think a little brother, nine out of ten people lose money in trading. It seems simple but it is a maze, no one could escape it, how do you write CA, BA or MBBS, the one who has nothing to do writes songs, madam sir, so what is your biggest learning in the stock market, there are so many ups and downs and you have seen so many cycles, so what is the biggest learning that you think is not the biggest learning, it seems to me that I have seen one thing in the market that I have said at many places that the stock market is like an ocean.
Like when you go to the sea, some people go there for a stroll and just get their feet wet in the market. After wandering around like this, we reached the beach. Some people come collecting Sheepu. Some bring some toys. He comes to do everything. Some people go fishing. And some people who have a long vision or debt, they go in search of minerals.
So this is the stock market. So this is for you to understand. So everything is available here. If you want to come for fun then come to BTST or future option. Gambling etc. and you have to do trading if your target is short term then you can go fishing around and do this by going 100 meters deep and if you want to create wealth and have a big vision then you will have to do minerals but the deeper you go into the sea the more the risk reward ratio increases, there is risk as well as reward and the risk reward ratio is high in it but for that again you need that courage, so the market gives you everything that you will take, whatever you will go with, it gives you all that.
So it depends on what you are thinking. It's very true. Sir, the price of gold is sky rocketing right now and I think people are forecasting that it will increase further. So if you have to compare gold vs equity in the coming 10 years in India. So what do you think it is going to be? I do n't know, the situation with gold is such that right now gold has given very good returns.
It is already up by 100% I think and in last 10 years it has given phenomenal returns but gold also has a history. Let me tell you that a people compare gold with equity and all that in 10 years gold has outperformed done well. So equity is actually a wealth creator. And gold is a wealth preserve. You can preserve whatever wealth you have made and whatever money you have made.
You can preserve by way of holding gold or but it does not have any productivity. Once you buy gold, there is no productivity inside it. And you see, equity is what drives the economy. The equity money is what runs the company. The company drives the economy. The economy runs the country. That thing is not there in gold.
So having said that I think the gold has given a phenomenal return. It may continue to give similar returns may be for another six months and one year I don't know but people should not forget that there are times when gold has performed for 10 years performance of gold is zero or there has been a time when gold has come inside me so I think it may not be today but next year such a time is kept for it to come back so it is a life cycle ok so you are like full on equity I am no I am full on equity I have also invested in gold and silver also may be as on date my 10-15% portfolio is in gold and silver may be I had invested two three years back.
So a but I am not going to invest it further and I am not going to sell it also. Okay yeah. So it's like this is what my mom, my grandmother told my mom and my grandmother's mom told my grandmother that gold is what I should keep. This is the same pattern we are also following. Or now a days people are started talking about investing.
Otherwise, I first took the gold and then forgot about it. No one knows how much gold is there and what is missing. But what do you do in ETF Gold ETF Silver ETF ? I have invested in SGB the Sovereign Gold Bond but now the government has closed down that scheme and Silver ATF ok ok and what do you think of the Trump impact in India, sometimes what he is saying, sometimes what he is saying, you know sometimes he does Tarebs, sometimes he puts restrictions in visa.
So, what do you think is going to be the impact of Trump? No, I am in his favor, whatever he does is a good thing. Why not ? It is his country. Now you will sit here and criticize him. He imposed such a tariff. He did this, he did that. Hey Baba, you think about yourself. He is the President of USA.
To run him to USA. He has his own agenda. He has his own data. So let him think about it. I am asking you a simple question madam, like suppose you are having a shop and you have some fixed customers who come every weekly or monthly and shop from you. Once suddenly a shop comes next door. You can understand that she starts selling it cheaply.
He does n't need it and your customer stops coming to you. So you will criticize the customer as to why he is not coming? Look what a bad customer he is. Look, I did this, I did that. And it's your wish, brother. You should also compete with him. What benefit is Trump going to get by you abusing him ?
He is able to understand it. He is doing it for his country. And here, failing in matriculation or five classes has also become a fashion these days. Or waking up in the morning and abusing Trump, saying this or that, then why don't you have the skill brother, you should improve yourself, you should make yourself competitive, competitive world brother, we the whole world is one, as we are talking right now, instead of waking up in the morning and abusing him, abusing is cheap and easy, even those who don't understand anything are abusing him, so I think this is a very good thing, what Trump is doing, first of all he is the president of a country, he is doing reforms which he understands for himself, whether his country will be good or bad for him, let him think about it, you do n't know the address of your house.
I don't know about my own career. What is going to happen to my career? You prepare for a US career. And inflation will increase. You will lose your job. This will happen, that will happen. I think he should not concentrate on all these things. Every challenge prepares you for a new character, a new avatar, that your new you is born in a new form.
So I also wrote a song for Trump and its stanza was that it is good that you raised us. We also awakened the sleeping power. Now we will find new ways. Now the time has come for a developed India. We will take a breath only after making India the number one country by 2047. Creation is then history.
Creation is then history. It's simple. You think about yourself. Sir, one more question, China is growing so much and it has grown a lot in the last 20-30 years. So what like what as a country India and what as Indians we can learn and unlearn from China. Look, one thing is that I have been investing in China for the last two-three years, in Chinese ATF.
So my perception may also be biased. But it doesn't matter. I think China is the first wonder of the 21st century. Just think where was China 50 years ago? Where was China 30 years ago ? And the way China has transformed itself so rapidly today is a lesson for the entire world. You should understand this, the country which only copied the products of others.
From 1990 to 2000, she used to copy other's products. But they did, and this is the advantage of communism. People abuse communism because communism is misused. Rather, you should now see that democracy also has a role to play in India's slow growth. I am not saying that communism is good and democracy is bad.
But everything has side effects. If you eat too much sweets, it also has more side effects. So these are the side effects of democracy. So I think that China has used its communism very well. First of all he built the world's biggest you all manufacturing factory of the world. It created such a huge manufacturing capacity that the entire world became dependent on China.
If we do any capacity building in India, then we think about what is the demand today? So there is a demand for 5 lakh meters. For example, if someone wants to install a plant, it will take 25,000 meters. We do not have the same thinking as China. China tells me how much demand there is in the world, so I have to set up a factory accordingly.
Something has to be produced accordingly. Manufacturing has to be done. The whole world is my customer. So China started from here and with this they conquered the world. The money that came from that was not spent solely on that thing. He invested in infrastructure and technology. Today, China is the world's second largest competitor after the US but is the biggest competitor of the US and will soon leave it behind.
That is within the technology. China is a powerhouse of science and technology. So this is what we should learn from him and he used his communism to uplift the lives of people. So I think we have huge challenges here because of politics, because of opposition and because of different governments at every state.
So if this person does it, the same state will oppose it, if that person does it, this one will oppose it. And the biggest point is corruption. So having said this, if we actually look at our competition with China, I have always said on various platforms that there is no competition of India with China, China is way ahead than us and it is very difficult to catch up with China, they are at a 20 trillion dollar, they are a 20 trillion dollar economy and a 4 trillion dollar economy, even if they grow by 34%, then also they are adding a decent amount of ah GDP in their economy, so even if it grows by 4 taka, then it will grow by 800 billion dollars.
It will add every year and even if we grow by 8 taka, we will still add only 300 billion year on year. Even if we grow by 8 taka, we will grow by 300 billion. So China is well ahead of us, we should learn from it how to become a world power? Or and sir which sector are you looking at like 5 years, 10 years down the line in India, which sector do you think is going to boom?
There will be some sectors? So while we are talking it is because the world has become very dynamic and so many policies are changing now and then. So it's very difficult to say whether whatever we say now will remain relevant after one month or not. But I think we are still lagging behind in infrastructure.
I think infrastructure companies in the infrastructure sector should do well. And I think the government is also awakening up. Domestic themes should do well. I think tourism should do well. Like airlines should do well. Hotel Hospital Should Do Well The way our population is rising and so I think hospital sector should do well.
So any domestic theme I think should do well in for the next 10 years. Ok. Ok. Domestic theme means tourism and yes. Tourism hospitality, tourism, hospitals and plus what you call airlines as I said and whatever domestic theme plus infrastructure. Ok. Please tell me some shares also. No, that SEBI, my wife just told me not to talk too much.
And sir because AI is so trending right now. So do you use AI tools for investing or anything you are considering or will use? No, I do n't use AI for much AI investment. Of course I crunch data etc. If you understand that I have any data, any report, then I summarize it with the help of AI and take it out and I am not dependent on AI for investment, then nothing of my mind will be left, then AI will give you the same data which is already stored, how will it give you new thinking, you will have to think about that yourself, okay sir, one personal question, I just saw when you were coming here, I just saw that you pierce your ear, so why is that ear pierced that you got it done now.
So why is that? Well, some fashion statement and no, my wife keeps twisting my ear again and again. No, I will answer this for you. It is like what parents say, if anyone says anything bad, if anyone says anything negative, then listen to it with one ear and let it go out from the other ear. So this happens in our market also.
There's so much noise here, so many tips, every person has four stories. And nowadays so many startups and other stories have come into the market. So every day you keep getting some new things. So if I apply that formula that listen with one ear and let it out from the other. So by the time it goes from one ear to the other, it reaches the brain.
So I got a piercing done here so that it doesn't go from one ear to the other. Drain out from here. No. I am joking. And sir, because you just talked about startups. So do you invest in startups also? Yes, yes, I invested in about 20 startups. I have invested in 20 startups. So these days my focus is more on startups.
I feel that in the public market, the valuation is not very cheap and if it is cheap then it does not work. So I invested in startups and mainly in technology companies like robotic AI, VI or such companies, tech companies, yes tech companies are mostly 90% tech. Ok ok so sir you will have to sing a song now.
Get that door closed from there first. I'm sure everybody is waiting for your song. Otherwise I will recite a song for you. No request sir, sing a song. No no, my voice is a little bad right now. So I had written a song that said, O in my market, do business like business. So let me tell you one aspect of it that future option leveraging is not everyone's cup of tea.
Stay away from penny stocks, they have no value. Forget the tip and add SIP, invest even when the market falls. Oh my market man this is not a casino. Please explain. Let's have a very big round of applause for Mr. Vijay Kedia.
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