Timestamps 00:04 - Market faces challenges as growth slows and macro factors shift. 02:31 - Market indices hide deeper corrections in individual stocks. 04:48 - Government CAPEX and consumption slowdown impact financial earnings. 06:55 - Bear market poses challenges, but select sectors show growth potential. 09:16 - Navigating a bear market requires focus on earnings visibility and valuation constraints. 11:24 - Focus on large caps and IT stocks shows promise in the bear market. 13:32 - Focus on growth sectors while maintaining cautious positions in others. 15:46 - Fiscal discipline limits government spending in the upcoming budget. 17:50 - Cautious expectations ahead of the budget amid slowing growth.
Very brilliant person. Midcap and small cap are very expensive according to him. What he holds Dixon P/E 181 Trent P/E 167 Titan P/E 90 Metro brands P/E 80 And he is worried about the high PE of midcap P/E 30 and small cap P/E of 23. Does these MF people still believe that retail investors don't read market? 😊 Words are very powerful, be watchful when you say it
I'm new to investing and l've lost a good sum trying out strategies I found in an online tutorial. I would sincerely appreciate any recommendations you have.
When the focus is to squeeze salaried class to the extent even mandatory EPF contribution is under TDS after a limit, this govt has ensured the consumption story is starved. The huge direct tax collection exceeding corporate tax and GST is mind boggling given 1.5% of population pay these direct taxes #TaxTerrosim
Timestamps
00:04 - Market faces challenges as growth slows and macro factors shift.
02:31 - Market indices hide deeper corrections in individual stocks.
04:48 - Government CAPEX and consumption slowdown impact financial earnings.
06:55 - Bear market poses challenges, but select sectors show growth potential.
09:16 - Navigating a bear market requires focus on earnings visibility and valuation constraints.
11:24 - Focus on large caps and IT stocks shows promise in the bear market.
13:32 - Focus on growth sectors while maintaining cautious positions in others.
15:46 - Fiscal discipline limits government spending in the upcoming budget.
17:50 - Cautious expectations ahead of the budget amid slowing growth.
Very brilliant person.
Midcap and small cap are very expensive according to him.
What he holds
Dixon P/E 181
Trent P/E 167
Titan P/E 90
Metro brands P/E 80
And he is worried about the high PE of midcap P/E 30 and small cap P/E of 23.
Does these MF people still believe that retail investors don't read market? 😊
Words are very powerful, be watchful when you say it
Good to see retail investors getting smarter.
Yeah, i was confused when he was speaking.. I am happy now that i am in sync with u
Hathi ke danth Ek dikhane ke liye aur Doosra khane ke liye 😂😂
While reading your comments i have interpreted MF as M*******
@@icashish4799 U read it right 😋
Mr. Gautam Duggad is very knowledgable.
Research based and clear. Thanks
What these people are saying that you give them money to invest in large caps.
She is the best anchor in the world
Do you mean looks wise?😜
Dam capital Advisors nice to buy at this price for long term investments
Inefficient business men in India. They never bother about innovations and export oriented manufacturing 😢
I'm new to investing and l've lost a good sum trying out strategies I found in an online tutorial. I would sincerely appreciate any recommendations you have.
If you can, then get a professional to trade for you I think that way your assets are more secure.
I'd recommend Miss Rutuja Desai her profit is great even when there's a dip
123k from Miss Rutuja Desai looking up to acquire a new House, blessings🥰🇺🇸🇨🇦🎉
I thought I was the only one who knew her well.
1 guess her reputation speaks for her now...
The first time we had tried, we invested 14000 and after a week we received 50,230. That really helped us a lot to pay our bills.
Niraj
Please continue this type of shows Daily
Krsna diagnostic how is it
Unless the govt revert the short term capital gain, FIs are not going to come considering the significant rupees fall.
When the focus is to squeeze salaried class to the extent even mandatory EPF contribution is under TDS after a limit, this govt has ensured the consumption story is starved. The huge direct tax collection exceeding corporate tax and GST is mind boggling given 1.5% of population pay these direct taxes #TaxTerrosim
Dont let these Money Managers take your SMID stock ... for commissions they will sell you dummy large caps
Alot of these stocks will never recover.
More correction ahead.
That's true....but don't think that there is any dearth of capex or investments regionally.