저자: VijayKedia · 외국인
요약 보기
인도 경제 성장(생산성·인구 증가로 연 5% 이상 성장 지속)을 근거로 시장 하락 공포는 없다고 주장. 트럼프 관세 정책은 예측 불가하지만 두렵지 않다고 언급. 인플레이션 상승 가능성을 지적하며 미국 정책을 비판. 과거 투자 실패담을 농담조로 말하며 마무리.
다듬은 글
Ever since I have been listening to you from ages, you have always been bullish on the Indian market, on the Indian growth story, stock-specific, sector- specific. If Vijay Kidiya ji is afraid of something in terms of market, then what would that thing be? No, look, I am not afraid of the market as long as there is growth in the Indian economy.
And one thing has been deeply ingrained in my mind for many years, maybe for 15 to 20 years. In any country, as long as there is productivity growth and population growth, its upswing keeps on rising, its peak keeps on touching, so there is productivity growth in India as well, except for a couple of years in between, I probably read somewhere that after 1990, there was no year in which India did not grow at 5%.
Okay, our growth was not at 5%. I don't know about the two Covid years in between. And if we leave out a couple of years, it was at least at 5%. India grew continuously and our population growth would have been at one and a half, now perhaps the population growth has reduced to 75 or 1, so as long as this population growth and productivity growth continues, you should not think of recession in India, by saying this I do not have any fear of the stock market and this is another trending topic right now, Mr.
Trump, Trump tariff is now a new, not a trending topic, so how big a concern is the market or are you individually seeing that yes, this concern will remain and perhaps it will keep haunting the Indian market in the times to come, this second phase of Mr. Trump, whoever will be there, will keep doing it, it is his habit to keep talking, he will say something or the other, he will say something or the other, he will change it the next day, even today I read a few days ago that what tariff did they impose on Mexico or Canada yesterday, maybe they changed it, maybe it was wrong or right, even they do not know what they are going to do, they do not even understand the things which they themselves do not understand, if I am not able to understand your nature then what need do I have I want to understand your nature, if I have to make a new investment then I have to do it after understanding that if something crazy happens in it then how much loss can I incur in it.
There is also a point attached to it which is what we call negative red flag, by doing this ultimately I feel that they themselves are going to harm their country, the way they talk about inflation, inflation is already high there, it has been controlled a little bit in a year, it will already shoot up further, so I don't know whether they will just burn their houses and watch the spectacle, it is a different matter, there are many people who burn their houses and watch the spectacle, so I have no view on that, I do n't understand them, but I am not afraid of it, so Sir, lastly because every time when there was a bull market, you sang many songs, very good bullish songs, at this time the fear of you people is at its peak and their courage is at its bottom, so one more song is worthy, some latest one No, not even the latest song, I am not able to speak at all, nowadays, I am not able to even speak, brother, I don't know about that song, right now, in this market situation, whatever the situation is, I had written a song earlier, some money started coming in, I started feeling that I had become a guru, confidence came, I placed a big bet, I lost so much money, it was fun, I kept taking it up, kept selling it down, I did not understand anything, it was fun, I took knowledge from my uncle's driver, neither studied nor went to college, I listened to people, I chose penny stocks, I lost so much money, it was fun, it was fun, it was really fun, thank you very much sir for being with us, for giving time for talking and for lightening us like every time, thank you very much sir, thank you sir, thank you
Comments 0