S Naren's Market View | 'No Margin Of Safety Amid High Liquidity, Valuation' | Energy Themes To Bet?

In this market view, S Naren, an esteemed financial expert, discusses the absence of a margin of safety in the current market conditions, characterized by high liquidity and valuation concerns. Naren emphasizes the importance of recognizing the potential risks associated with such an environment. He explores the implications of this lack of margin of safety on investment decisions and suggests alternative strategies to consider. Additionally, Naren highlights the significance of power themes in the market and discusses potential opportunities and risks associated with investing in this sector. This insightful analysis provides valuable insights for investors seeking to navigate the current market landscape.
#psustocks #snaren #energystocks #nikunjdalmia #stocksmarket #businessnews #defencestocks #nifty #investmentideas
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[@santoshaswathy1]

Listening to Mr.Naren gives deep depth in market cycles and valuation point. Very good conversation. Thanks for this wonderful talk.

[@gurbachansingh_macrofinance]

Naren is one of the few who is worried when the market is doing “well”. It’s a concern for investors. Thank you

[@narendharraosoma177]

Very insightful discussion. Thanks Naren and Nikunj for the wonderful talk.

[@RDd188]

Such a well spoken and knowledgable fund manager with great depth of understanding of the market cycles.

[@balajireddy7396]

Great interview and his words validates my miniscule understanding of market valuations. I became big Hybrid guy ever since Covid.

[@deveshmaheshwari6598]

Golden words ....I never miss his interviews or any write-ups

[@devendersingh4303]

S Naren along with Ex hdfc mutual fund manager Parshsnt Jain,who are Don Bradmen of Indian mutual fund Industry.Our whole generation has benfited from their funds consistency.We can sleep after investing with them,as they never sleep carelessly and always taking care of our money so that we are always with peace as far as our investment is concerned

[@jayankozhikote5960]

Most sane mkt voice , S.Naren👌

[@bhsuni58]

Hats off to respected S Naren.
Hats off to Nikunj, excellent questioning.

[@ameyaenterprises2839]

Good conversation

[@tapk1995]

Thank I Naren. Wonderful . Honest

[@aroonspace]

Thank you for this interview. Great job Nikunj 😊

[@saradhiroy]

You have explained Change Adoption Model

[@ameyaenterprises2839]

1

[@Hey-c2b7h]

Why don't you stop taking money or put a cap on lumpsum? Alternatively, they can put up to 25 % money in debt. Why don't they do it in their funds if valuations are bad?

[@rajanpatadiya5428]

Equity funds can only put at most 5 percent in debt.

[@balajireddy7396]

Thats why u should invest in hybrid funds to do what u r expecting. pure equity funds has to be pure equity. Mr.Naren always advocate for hybrid funds and his own portfolio is hybrid funds (as per one of his recent interviews to Zerodha)

[@PankajPoddar]

@@balajireddy7396 Hellow "Mr SMART phone generation DUMB person": Here the discission is NOT on my investment choices. I am not looking for your advice on where I should invest. Rather, the discussion is on the point of overvaluation problem being faced by the fund managers. Like in Parag Parikh Flexi Cap, when the fund house believes the overheating markets they go up to 25 % or more in debt of cash equivalent even in the pure equity funds. I have seen many other fund managers going up to 35 % non equity in pure equity funds if they find overvaluation. But these fund houses have greed. Their funds have balooned to such a level that they can't fund entry and exit points and customers suffer due to bad performances of their funds. I don't know why this generation is getting dumber and dumber but they shoot the comments without thinking deeper.

[@Arpitgupta1090]

It's an advertisement for ICICI's newly launched multi asset fund.

[@devendersingh4303]

Icici multi asset funds is one of the oldest in this category ,you are mistaken.

[@ajaygoel6662]

You dnt know ABCD of mkt.......jo shares 30 se 300 ho gaye 6 mahine mai wo kyaa ab b undervalued hain ...what nonsense

[@narad8165]

Now everyone is wishing RaGa had come to power for a very brief while.