'Great Time To Invest In SIPs' Raamdeo Agrawal | NDTV Profit

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현재 조정장은 SIP 등 정기 적립식 투자의 좋은 매수 기회라고 강조. 적립식은 시기보다 기간이 중요하며 장기적으로 인도 경제 성장이 복리로 부를 창출한다는 입장. 정치 변화(정권 교체)가 경제·기업이익에 미치는 영향은 제한적이라 판단하며, 향후 6년 내 지수 2배 가능성을 언급. 단기 신규 성장 섹터는 첫 예산안(약 30~40일 후) 이후 정책 방향을 확인할 때까지 기다리라고 조언.

다듬은 글

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01. Mr agal your your of course moal is in such a client Centric retail investor focus in terms of I mean you have the pulse of the retail investor uh while we uh consistently recommend and you do as well that investors should invest in a staggered manner stps is how wealth is created trading is not how wealth is created would you recommend investors to upfront a little bit of those stps in this current correction so one thing is that whosoever has committed to the uh sip that sip must be honored fully whether you should start if the market correct a little more I think this is a great time to start sip see one of the good thing about sip is that you start at any point of time in 5 6 7even years it doesn't matter you get the some share of good time some share of bad time so right now you start with the bad time you are likely to to do well as the good time comes you start with a good time like say somebody started 2 years back now they are seeing a little tough time in terms of Corrections and all so it's part of the deal in a 10 15 years of sip many good times will come many bad times will come so it is always a good time to start your sip Mr agal um one one final question from mine at least and and which is uh is would you reckon that over of I mean I remember 2014 when when I was in your dealing room and we were talking about how a new reformist majority government comeing to par does for Capital markets has the Indian market by virtue of its sized move beyond that would you reckon from here on over the next 5 years uh markets largely everything's else U staying Good Will largely still be creating wealth uh for investors and would the nature of components be different in that maybe BSU did very well in the last 5 years maybe some of the others like private Banks or some others come to the for see uh India is a compounded story you know in compounding sometimes it is slow sometimes it is fast so we have seen the fast phase maybe a little slower phase of wealth creation but this is a I mean I have seen 45 years of the market in that you might have I have seen almost head-on car we have seen bankruptcy of 91 992 so all kinds of things happen and yet this compounding continues so as far as the wealth creating capability of this indust country is concerned that is not even in out of doubt about it now even actually I would go to extent of saying that in next 5 years if the index were to double at best it might take another 6 months or one year I would say in instead of 5 years I may say in six years at least it will double but the process of wealth creation and the even pace of wealth creation would not be significantly impacted by these judgments because economics is very different from politics right now what you're seeing is a political mandate and we have seen lot of actually the biggest bull runs have happened in a absolute minority governments like whether it is a bull run of 2000 whether it is 2003 or 2007 the ended up in global financial crisis we had all monetary government of very weak government dispension in Delhi and yet the economics overtakes politics once the country is being given some kind of mandate politically there's no headache every day there's a some kind of Sanity at the top I think the economics goes economics are impacted not of course politics impacts economics but there are many other factors which also comes into the economics and uh and countries Count's economics Count's earnings corporate profitability they all a much bigger thing than just the politics you know I I take that point uh completely that once there's Clarity of what's happening on the top uh things will take its own course I mean the India story doesn't disappear overnight because of one election result and absolutely point taken now having said that uh Mr agal lot of viewers investors watching you right now and looking for some direction from you you're saying take it easy for a couple of days but then what are the pockets of growth that you're seeing in the markets does the story change from what has been doing well the last several months so your PSU defense Railways Etc do you see new spaces of growth now uh in this kind of mandate right now for the newer sector of growth you have to actually wait for some time otherwise what is continu to grow will continue to grow will grow and uh they should be doing well all the capex companies all the defense companies uh they would keep doing well uh I mean valuation but I don't think the business Trend changes so much but let's wait for the first budget I mean that will that will show the whatever shift has happened politically and whatever policy shifts which are going to happen because of the new arrangement in Delhi uh that will all be visible in the uh when we have the budget after 30 40 days so I think let's wait for the change of the uh I mean any kind of a major churn in the portfolio you should wait for the policy directions all right thank you so much uh Mr ramdev Agarwal for speaking with us one of the biggest voices on the markets talking about taking a breather for the next couple of days at least to figure out what's happening