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The year 2023 has begun and the world is celebrating the New Year with festivities. Many markets are closed, but our market is open. Today, on the first day, you saw some significant action in the market. Many people want to know how to position their portfolios throughout this year. What are the prevailing market themes?
Where are the other factors that are visible here? To discuss all these things, a very special guest is joining us in the studio today. Ramdev Agarwal. You all know him well. He is the chairman and co-founder of Motilal Oswal and is greatly influenced by Warren Buffett. He reads a lot and is known as a value investor.
Ramdev ji, first of all, thank you for joining us on Awaaz. And thank you to everyone for joining on the first day of the new year. Happy New Year. Happy New Year. First of all, you have a lot of viewers in the Hindi belt, where I come from. People love you very much there. Thank you. And we also love you very much, Namdev ji, and you always In the scene, time is left for the audience with the C voice and we expect this trend to continue in 2023 as well.
So how are you looking at 2023? 2022 was bipolar; on one hand, the financials did a lot, on the other hand, it did not do well at all. So, the net result, Nifty, did well but not much. So, what will you expect for 2023? But we can start any new year with you because we will always earn 12 to 15% from the expectation level.
Start from any level. And this level is fine, it does not mean big. This level has been maintained for a long time. And now, look, the P multiple is 20-22, so that means that it has been completed. That quota has been completed. Secondly, the earning warning of Nifty, which is 8:15, is saying that brother, till now they think that the science will go away.
First, they started with a thousand and now it has been cut. As the time approaches, they cut it. So, now there may be a surprise there or something else. The last date for something great change should go by. Inflation increased, then China closed down. Now, in this year, I think there should be some sub-side movement.
After this, as the environment develops, the earning potential will be created by it. The prediction is between 6-7% and 7%. You will have an infection, so 10-11 nominal GDP will increase. The question is whether copper profit will increase by 10%, 8% or 15%. The date will decide the market momentum.
Okay, but even if it is poor, the market is not cheap at the aggregate level, that is, the piece of 17-22, 17-18, which is 18, is less than 22, right? And your safety goes up in 22, so I think the previous safety also has a little detail extra. The rest of the game is of stocks, that is, your sectoral stock, according to us, financial did very well and tech, according to us, it is very bad.
We have covered somewhere, it is so bad, so the market means to motivate as If you go to the smaller segment, there is no benefit in predicting that pretty will start going down, there is no benefit in doing all that, I don't know why they do it, but it means there is no meaning in it, I will show it, my protection gets wasted a lot, I mean, you mean, this market related thing, everything gets wasted, the rest of the company, whatever it is, then what we do is we talk to the company people to understand the business, and the second thing I can teach you from studies is that brother, look, we are very much future focused and if someone knows the future, then we focus on that about which your compulsion is less, but look at the past, now you myself used to look so far back, 10 years, 15 years, 20 years, you look back, you are told a lot about what is going to happen in the future, like you are looking for a boy for marriage, for someone, for your sister, for this, then you look at the past completely, because you believe that the future is very little known, people get much less than what they think, so knowing the past is 100% in your hands, the entire last So I think the real thing is that you give proposit energy, from that you should increase whatever is there, what happens is that the past is completely bad but the future is very bright, so that thing is a little like digital, there was nothing digital but since last there has been so much storm, this is what the world does, what has happened, there has been a complete correction till 60 70 80 90 dacoity, so it is the same if you will trust the future too much for paying the price, you are going to face trouble, so you have talked to Ramdev ji about its digital
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