Have Indian Equities Done Enough To Justify Valuations? | NDTV Profit

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  • Опубликовано: 9 янв 2025

Комментарии • 68

  • @SureshMenon-c9x
    @SureshMenon-c9x 20 дней назад +20

    Thank God! Previously, in all his interviews, he used to spend half the time talking about Asian Paints, being a hardcore supporter and promoter of the company. Nowadays, he doesn’t mention Asian Paints at all.

    • @oneteam1237
      @oneteam1237 20 дней назад

      😂 because it is down more than 20%

    • @factchecker1662
      @factchecker1662 20 дней назад +1

      Also nestle. I feel he was bamboozled by various comments and feedback he got. His investor themselves would have questioned him.

    • @factchecker1662
      @factchecker1662 20 дней назад

      Also nestle. I feel he was bamboozled by various comments and feedback he got. His investor themselves would have questioned him.

    • @kalyanin9103
      @kalyanin9103 16 дней назад

      Hypocrisy

  • @deveshmaheshwari6598
    @deveshmaheshwari6598 21 день назад +9

    I am
    Amused by his confidence levels

  • @georgekurien2591
    @georgekurien2591 20 дней назад +8

    How come Saurabh is now talking about PE? Has he learned his lessons?

  • @gautamwadhwani306
    @gautamwadhwani306 20 дней назад +6

    Be careful, Saurabh & Co are no longer talking about Consistent Compounders, Kings of Capital, Little Champs & Rising Giants. Instead a new scheme of Global Compounders has been launched as they have lost faith in the Indian equity market. Their track record is perfect - consistent destruction of wealth of the investor.

    • @jaypalnitkar4400
      @jaypalnitkar4400 20 дней назад

      Bas naam ache die h ..kaam ka ek fund b nai h. He makes millions writing same old shit on long term compounding

  • @TheGeorgeous
    @TheGeorgeous 21 день назад +7

    Arey wah.
    Acche din from India to acche din to america.

  • @Nirmal..Pandey
    @Nirmal..Pandey 20 дней назад +8

    Whoever brings this fund manager on their channels, plz show him his previous interviews where he would openly say his fund CCP will deliver 10X in 10 Years returns.
    I don't know how he still comes on TV after badly underperforming even Benchmarks and still makes stories like he knows everything.
    God bless to his Remaining Clients.

    • @nandi9966
      @nandi9966 19 дней назад

      They will stop attending these interviews!! 😆

  • @Michaelsun-z8k
    @Michaelsun-z8k 20 дней назад +2

    Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.

  • @billubilu6121
    @billubilu6121 21 день назад +3

    Let’s see what he SAYS. Hope he can write more books to sustain

  • @akhilesh5027
    @akhilesh5027 20 дней назад +3

    His tunes change every 2 years

  • @Infoshareindia
    @Infoshareindia 19 дней назад +2

    Saurabh has guts to come in front of camera when all his funds have broken the back of his investors. His small cap fund LCP has given negative 2 percent CAGR over three years. Whereas fund houses like Abakkus and many others have delivered positive 30 plus CAGR over three years. Please do not invite him NDTV PROFIT🙏

  • @TheCuriousCurator-Hindi
    @TheCuriousCurator-Hindi 21 день назад +24

    When he shows up we know we are close to short term bottom 😂

    • @Gamut9
      @Gamut9 21 день назад

      Thats a great comment

    • @kakashisenpai99
      @kakashisenpai99 20 дней назад

      Nice analysis 🤣🤣

  • @deveshmaheshwari6598
    @deveshmaheshwari6598 21 день назад +11

    He is a joker . I have lost money on his CCP

    • @vramesh2432
      @vramesh2432 21 день назад +1

      What is the time frame sir, have you invested? Just want to know

    • @shabarishbalaji1881
      @shabarishbalaji1881 20 дней назад

      CCP is a rubust portfolio. You will only see gains after a decade.

    • @deveshmaheshwari6598
      @deveshmaheshwari6598 20 дней назад

      @@vramesh2432 now suddenly he advocates 18 PER as ideal to buy in Indian market . 3 years ago his CCP was buy at any price . He has underperformed even nifty returns in last 3 years

    • @Infoshareindia
      @Infoshareindia 19 дней назад

      Agreed. Investors have almost lost money in all his funds. His small cap portfolio LCP has given negative CAGR returns over three years 😜

    • @deveshmaheshwari6598
      @deveshmaheshwari6598 19 дней назад

      @ now he is advocating investment in North America as part of diversification. His philosophy of BAAP buy at any price has changed to buy at 18 PER nifty levels . Suddenly he finds everything expensive in Indian market . Have followed him since last 4 years . Absolute fake

  • @prakashth
    @prakashth 21 день назад +3

    If the husband invests in American markets and the spouse doesn't know how to withdraw that money, it will be a big hassle. There is a crucial need for all family members being aware of how to not only buy, but also sell and exit during emergencies, just in case the main investor is not around.

  • @PrafulKedia
    @PrafulKedia 4 дня назад

    Which is the seatbelt manufacturing company that he is referring to? I tried my best to search , couldn’t find exactly which company? Anyone?

  • @sudheerk67
    @sudheerk67 21 день назад +12

    I am again stuck by Marcellus curse 😢
    They entered into stocks i have been an investor for over 2 years. Now they are correcting more than Nifty. 😔
    Tata Consumer Products
    Bajaj Finserv
    Hope they will exit soon... 🙏

    • @sankarsreekumar4996
      @sankarsreekumar4996 21 день назад

      Why did u enter stocks that they love

    • @sudheerk67
      @sudheerk67 21 день назад +1

      @sankarsreekumar4996 No boss. Read my comment again. I have been accumulating for over 2 years now. They entered recently. The curse has started playing. 😔

    • @Suhas.
      @Suhas. 21 день назад

      Why did you choose those stocks? Can you explain. I think tata consumer is a dead investment. One Starbucks is enough to balance all the profits made on other products. And they are so adamant and fixed on expanding to 1000 stores while not even one store turned profitable. I mean think practically who would spend 300 - 500 for one single coffee?? Even tata sampann and other brands the have brought newly have not become successful. Tata group thinks just by our brand name people will pay premium for every product like they pay for steel.

    • @sudheerk67
      @sudheerk67 21 день назад

      @Suhas. Cool down. Star bucks is not in my thesis to begin with. Will post my investment thesis later today if I get some time.

    • @sankarsreekumar4996
      @sankarsreekumar4996 21 день назад

      ​@@sudheerk67I meant these are the kind of slow growing high PE companies marcellus usually buys and u should have stayed away

  • @satishogale3891
    @satishogale3891 21 день назад

    U show that video is uploaded 3hrs back but data on screen show interview was taken yesterday

  • @swapankumarpoddar8209
    @swapankumarpoddar8209 20 дней назад

    The last round of selling by FII in Indian equities will end next week just at the start of the Christmas and New Year holidays.

  • @mukuldhariwal2800
    @mukuldhariwal2800 21 день назад

    Like the program

  • @Gamut9
    @Gamut9 21 день назад +1

    Markets will again peak around March then another bitter downturn which will take nifty down towards 22.3K

  • @grovmo
    @grovmo 20 дней назад +3

    Marketing, yet again! He gave such dismal returns in India in 5 years and now says shift to American market! He has clearly lost it.

    • @grovmo
      @grovmo 20 дней назад

      13:22

    • @Infoshareindia
      @Infoshareindia 19 дней назад

      He is master of narrative. All talk and no profits

  • @manukuriachen5750
    @manukuriachen5750 20 дней назад +1

    Saurabh using the term valuation..... That's a surprise change...
    Accenture is not on a hiring spree. So don't use the name in vain...
    You are a good story teller Saurabh. Stick to that and leave the investment arena...

  • @DesmondMiles333
    @DesmondMiles333 19 дней назад +1

    This guy is fooling around. There cannot be -20% to -25% correction w/o Recession. So mkts go up from here. Also horrible advice telling people to buy American Mid caps, US is not India. US is passive dominant mkts where larger companies grow larger and India is active dominant where capital is effectively deployed.

  • @cuffp
    @cuffp 20 дней назад +1

    SM = cyclical cyclical cyclical ...thank god he didn't mention SURGICAL!

  • @MukulYadav-hv2cc
    @MukulYadav-hv2cc 12 дней назад

    How this guy has courage to come on tv
    His small cap scheme has given negative returns in this bull market

  • @ksssku
    @ksssku 20 дней назад

    Yaa! Just like Saurabh Mukherjea, even I feel it is a good investment idea to reduce Indian stocks & buy American stocks. Trump & Elon Musk will really make India super duper great! I wanna be a beneficiary of this greatness!😊

    • @AbhinavKaushik
      @AbhinavKaushik 20 дней назад

      What about the tax implications though? Isn't it on the IT slab?

  • @travellerlife5522
    @travellerlife5522 21 день назад +9

    A few months back when nifty was 26400 you guys told it will reach 30k 50 k now all of a sudden how come talking valuations . Stop promoting Modi policy and cheat poor average investor . You people are simply doing politics . The fact is Indian economy will be bankrupt by another 10 to 20 years if the same ruler and party is ruling us.

  • @anupagarwal727
    @anupagarwal727 21 день назад

    Fmcg will lead now

  • @ashokgiri6893
    @ashokgiri6893 20 дней назад +1

    Do opposite of whatever sourabh is saying.

  • @music-lover181
    @music-lover181 21 день назад

    Good evening

  • @factchecker1662
    @factchecker1662 20 дней назад +3

    Two days Marcellus put out a u tube video. The funny part is the comments section is put off.
    Laughable. The guys need to put a lungi on their head before putting a video.
    Why on earth is comments put off. It reminds me of putting a lungi on ur head and standing in front of beverage seller que so no one else should know i am drinking…..

  • @sradhanjalirout5526
    @sradhanjalirout5526 21 день назад

  • @prashantkumarsingh5090
    @prashantkumarsingh5090 17 дней назад

    Dear viewers, this Saurabh is lying , plz go and compare charts of S&p and nifty , their charts are almost mirror images of each other......

  • @factchecker1662
    @factchecker1662 20 дней назад +2

    Ndtv. Do u call people for interview even if they as a pms has done nothing to their unit holders.
    Not sure why this guy comes on tv and shares his gyan
    Started with few companies in india with integrity, then salesman of asian paints and nestle and hdfc. Then asks us to check audit fees.
    Now writes another book and says invest in usa.
    He then says women are the next big thing in india
    I am not the only one, check all the comments. Not one positive as we have all followed him and he is just another fund manager who has brought nothing to the table except losses
    Fed up of listening. He should just sit and write another book. Follow porunju or someone who talked a lot and brought his fund to near zero. At least he does not come on tv now

  • @ashutoshkumar5838
    @ashutoshkumar5838 20 дней назад +2

    Ye jab market upar tha tab toh paisa bana nhi paya ,ab neeche aayega toh kya banayega ,gyaan chodne ko keh do toh pel ke deta hai 😂 ,baatein aur bakchodi karwa lo bas

  • @saratchandraprayaga6930
    @saratchandraprayaga6930 21 день назад +1

    The worst advice you can get from Saurabh to go invest in USA 😮😮 because he can’t manage with his favourite hdfc etc even 20% pa. Stock market does not run on logic but more on sentiment which is the most inconsistent 😮😮. The madness of valuation would never have seen even nifty at 15000 with such guys😮😮😮

    • @deveshmaheshwari6598
      @deveshmaheshwari6598 21 день назад

      @@saratchandraprayaga6930 his India schema are not working so he is marketing GCP

  • @shubhamvig5242
    @shubhamvig5242 19 дней назад

    Yeh Banda sula skta hai

  • @sunilbnavani
    @sunilbnavani 21 день назад +1

    His funds worst

  • @arunpatial
    @arunpatial 14 дней назад

    Buy company, start promoting them😂😂