Top 7 Sectors for 2024 🔥🏆

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  • Опубликовано: 12 янв 2024
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Комментарии • 248

  • @raghavendradeepakdupugunta4241
    @raghavendradeepakdupugunta4241 6 месяцев назад +176

    03:01 2024 might not be a great year for small cap and mid cap index based on historical data.
    06:02 The gold jewelry sector in India is experiencing rapid growth and a shift from unorganized to organized players.
    09:03 Banking and finance sector and reasonably valued companies are key sectors for 2024
    12:04 Large cap banks and NBFCs and smaller banks and NBFCs are sectors to watch out for in 2024.
    15:05 Three acid-heavy sectors for 2024: hospitals, hotels, and real estate
    18:06 Real estate and capital goods sectors are showing promising growth potential.
    21:07 Wealth management and financialization in India is a key sector for 2024.
    24:01 Chemical sector and consumer discretionary sector show potential for growth in 2024.

    • @venkatesansriram
      @venkatesansriram 6 месяцев назад +1

      Will also be good to callout probable stocks discussed in this for our screening

    • @GauravRanaThakur
      @GauravRanaThakur 6 месяцев назад +6

      Asset heavy

    • @dhandapanidinesh7039
      @dhandapanidinesh7039 6 месяцев назад +4

      Thanks for timeline, it’s asset heavy not acid heavy

    • @balakrishnaprasadg2946
      @balakrishnaprasadg2946 6 месяцев назад +1

      Thoda wrong hai. Anyways thanks

    • @arsalaan8039
      @arsalaan8039 6 месяцев назад

      Nice concentration of the video with correct timings👌👌👌

  • @kartikarya1384
    @kartikarya1384 6 месяцев назад +16

    SRF has been consolidating since a long time with consistent margins

  • @taranjeetsinghsachdev2353
    @taranjeetsinghsachdev2353 6 месяцев назад +16

    Hi Ishmohit Singh Arora...
    Satsriakal....
    I am highly impressed with your research, analysis and knowledge regarding business and stocks u discuss...I like the passion and hardwork you put...hope and wish success and happiness to you...👍

  • @aquariusneon
    @aquariusneon 6 месяцев назад +4

    Let's look at recent years.2020 and 2021 - 2 consecutive years with amazing returns. 2022 was not that bad given the returns in 2020 and 2021 and then 2023 of course has been amazing. SIPs, number of DEMAT accounts, growing economy, general bullishness of FIIs on India, US interest rates expected to come down, etc. all these are pointing to another good year. As long as we are invested in fundamentally good stocks, I'd stay invested because these small/mid caps could easily turn out to be multi bagger!

  • @Alvish9031
    @Alvish9031 6 месяцев назад +8

    Textile sector is also consolidating for some time now. Cotton prices have also come down and stabilised as per Siyaram's latest Concall. Learning more. Thank you for your video. It is always very informative.

  • @utskant
    @utskant 6 месяцев назад +2

    Thanks for this awaited video !!
    I'd love to see an analysis on :
    1. Avanti Feeds
    2. Nitin Spinners

  • @rajatbanerjee6323
    @rajatbanerjee6323 6 месяцев назад +3

    Vision of 2024 laid out in a masterful way. The sectors are clearly described and moreover, some examples are given to work deeper before taking the final call. This channel is a boon for a retail investors and the my prediction that SOIC channel will be the fastest growing channel in 2024 as well in terms of spreading good words, knowledge and wisdom of investing for retail investors. Jai hind. 🎉🎉🎉

  • @geetaraturi2908
    @geetaraturi2908 6 месяцев назад +1

    thanks for your inputs Ishomith. Your information is genuine and backed with sound tecnical research. Regards

  • @naveenagrawal9801
    @naveenagrawal9801 6 месяцев назад

    Thanks for this video and enriching our knowledge. Please bring out a special detailed video on CDMO and Chemical sector. Thanks.

  • @keepGoing612
    @keepGoing612 6 месяцев назад +8

    My expectations are only to beat inflation, this expectation can surprise me positivily.Always go for low expectations with hard work.

  • @nafasm
    @nafasm 6 месяцев назад

    Thanks Ish Mohit ji... Continuing existing companies like power, auto anc, etc

  • @yogveer7894
    @yogveer7894 6 месяцев назад +2

    Happpy lohri... Thnks for sharing the knowledge.....

  • @patelpurvi2971
    @patelpurvi2971 6 месяцев назад

    Thank you for your excellent knowledge sharing

  • @ushamaurya9925
    @ushamaurya9925 6 месяцев назад

    Excellent.doing great job of educating retail investors. Superb

  • @haribhauarmal6589
    @haribhauarmal6589 6 месяцев назад +1

    As same thing happened in Usha martine 3-4 years back. They sold steel business and focus on nish steel wiring business.

  • @ravindrajaiswar9215
    @ravindrajaiswar9215 6 месяцев назад

    Very good content...u were very good at start but at the end u gave many sectors.....but good information

  • @vishalshah5444
    @vishalshah5444 6 месяцев назад

    Today episode is very very very very very knowledgeable 👍 👌 🙏

  • @tushargaur8528
    @tushargaur8528 6 месяцев назад

    Thanks sir ji 😊❤ gnpa and npa in small finance banks have decreased will they get benefit after fed rate cut?

  • @pramatheshshrivastav3030
    @pramatheshshrivastav3030 6 месяцев назад

    Awesome. Loved it ❤

  • @soumikchanda9409
    @soumikchanda9409 6 месяцев назад

    Paaji, please make a detailed analysis on ER&D business booming in India and the key players doing that business across various vertical. I will enjoy it very much if you make a video or blog about it. However also today's video is super important as it has to be analysed from time to time to do a temperature check across various sectors.

  • @chanduprajan5436
    @chanduprajan5436 6 месяцев назад

    Sir, thank you so much for such an informative video. ❤❤

  • @milindgharpure5628
    @milindgharpure5628 6 месяцев назад +1

    Good to see you back with a bang.

  • @Djrahul1000
    @Djrahul1000 6 месяцев назад

    Intresting sector n valuable one thank you

  • @anjanmandal1694
    @anjanmandal1694 6 месяцев назад +1

    Hi
    As usual great analysis.
    What's your view on the Indian IT Sector in 2024?

  • @kamleshkumaryadav2441
    @kamleshkumaryadav2441 6 месяцев назад

    Can you please capture Auto and Infra and PSU sectors please....
    I am also trying to read but when I saw your video I thought you are the best Guru of Fundamentals, so I need your support and want to grow my knowledge also.

  • @ShrenikBhura
    @ShrenikBhura 6 месяцев назад

    Logistics sector's growth could be an interesting theme to analyse without which the India growth story will not be possible.

  • @cherianjohn6643
    @cherianjohn6643 6 месяцев назад +1

    Cinema sector like PVR Inox is doing well with multiple releases and people watching in theaters.

  • @AkshAshish
    @AkshAshish 6 месяцев назад +1

    Hey Ismohit, very informative video. Can you do a detailed analysis on Ugro Capital? It look like an unique play in the financial space. Thanks

  • @kiritmirani4394
    @kiritmirani4394 6 месяцев назад +22

    Hi, expectations are very high on chemicals ❤

  • @drprasannasuru
    @drprasannasuru 6 месяцев назад

    Happy lohri paaji, sat shri akaal.
    Hope u are fine, you look little tired, plz take care of yourself.

  • @elonyadav6718
    @elonyadav6718 6 месяцев назад +1

    Expectations are fantastic 🎉

  • @ashishkumardash9746
    @ashishkumardash9746 6 месяцев назад

    Very well explained.

  • @justanythingmeaningful4557
    @justanythingmeaningful4557 6 месяцев назад +8

    Hi Sir, Please clarify this. Generally we consider High FII holding and Low public Holding as stability. On the other hand, we say that major price actions happen due to FII inflow/outflow. So, isn’t high FII holdings pose a risk of sudden crash of stock. Why high retail holding considered risky instead of high FII holding? For Example - Fivestar Business Finance Ltd.

    • @ub1685
      @ub1685 6 месяцев назад +3

      as far my understanding high fii holding is not to look for. We should look where fii holding is increasing recently. These stocks tend to grow in the near term. We believe fii, dii has far more info and strategy than us. Si its wise if u can copy them as early as possible.

    • @mdrafeek786
      @mdrafeek786 6 месяцев назад +3

      We get the details of fii and dii holding in next quarter only by the time price already spike 😂

    • @justanythingmeaningful4557
      @justanythingmeaningful4557 6 месяцев назад

      @@ub1685 yes, that's what I used to look i.e. increasing FII holding. But, just look for Five-star Business Fin Ltd, FII holding is almost 55%. So, should we take it as positive or negative, because it may trigger a sudden fall in share price if they try to trim a little bit.

  • @manikandans9196
    @manikandans9196 6 месяцев назад +1

    Hi
    Hie about ireda?
    Shall we buy at this rate for the long term ?
    Please guide

  • @swapanjana1193
    @swapanjana1193 6 месяцев назад

    excellent sector analysis ...

  • @ashwinm5557
    @ashwinm5557 6 месяцев назад

    How does one know which sector is going through tailwinds? Which website do you use to check that?
    Also how do you know that Mumbai and Bangalore are the regions where tailwinds are the strongest?

  • @amitsharda8198
    @amitsharda8198 6 месяцев назад +1

    Thank you for choosing option 1 for discussion

  • @himanshugoenka367
    @himanshugoenka367 6 месяцев назад

    Please analyze ADF foods - it targets the great Indian Diaspora which is ever growing in numbers.

  • @manoharbabu9165
    @manoharbabu9165 6 месяцев назад

    Sioc started new saga, in stock market

  • @readhee
    @readhee 6 месяцев назад +1

    Happy pongal soic

  • @JAYP20256
    @JAYP20256 6 месяцев назад +1

    Chemical sector is currently undervalued. Jai Hind

  • @haribhauarmal6589
    @haribhauarmal6589 6 месяцев назад

    Sirji , this year no much expectations from small & mid caps except banking & finance stocks. But I'm looking for long term. Please, make video on capital goods stocks where loss making joint ventures are closing, there earnings may multifold.

  • @ChandanKrSinha-fr3yw
    @ChandanKrSinha-fr3yw 6 месяцев назад +2

    Studying
    emudhra, HLE glascoat, Zomato, Equitas, SRF, Narayana and Apl Apollo

  • @vikassahbani4896
    @vikassahbani4896 6 месяцев назад

    Eagerly wait for your every video

  • @varunlad1076
    @varunlad1076 6 месяцев назад +3

    Sustainable growth can be seen in wealth management companies.
    This can be a good bet.😊

    • @eagle8350
      @eagle8350 6 месяцев назад

      Which are wealth management companies

  • @vikramthakur462
    @vikramthakur462 6 месяцев назад

    Sir what should be realistic expectation after such amazing year of 2023

  • @YogiJi748
    @YogiJi748 6 месяцев назад

    Textile is gonno do well, as cotton price gone down..
    Cotton proces went all time High during 2022, 2023 but in last 6 months they have gone done by half...

  • @pankajmbe
    @pankajmbe 6 месяцев назад

    Expectations are right.

  • @screech9872
    @screech9872 6 месяцев назад

    Thank you

  • @ar9abn
    @ar9abn 6 месяцев назад +1

    Please do a complete pharma sector review

  • @niveyshak
    @niveyshak 6 месяцев назад +1

    Expectations are correct

  • @niravgor8658
    @niravgor8658 6 месяцев назад +2

    Please make video on gas sector

  • @puneet535
    @puneet535 6 месяцев назад

    Hi Ishmohit. Can you plz guide me .. Which private bank is likely to fund and benefit the most from private capex cycle ?

  • @paradigmpictureswindchimes3116
    @paradigmpictureswindchimes3116 6 месяцев назад

    Sumito chemical ,Fine organics, SRF, Piramal Pharma,Muthoot micro fin

  • @captveeresh
    @captveeresh 6 месяцев назад

    Your views on defence and aerospace industry? Are they not going to be hot this year?

  • @kamleshkumaryadav2441
    @kamleshkumaryadav2441 6 месяцев назад

    Hii Sir, your fundamentals are very strong, but missing some data for all companies like ratios, ROCE, PE, SECTORAL DISCISSION,

  • @Konkumutti_SaiRam
    @Konkumutti_SaiRam 6 месяцев назад

    Expectations are correct.!!

  • @rajeshsamant4884
    @rajeshsamant4884 6 месяцев назад

    Thanks 🙏

  • @dhruvhnk6860
    @dhruvhnk6860 6 месяцев назад

    Precious metals ,banking and FMCG are what I am watching out for in 2024

  • @kartiknune1331
    @kartiknune1331 6 месяцев назад

    Great video.

  • @aamirakhtar2808
    @aamirakhtar2808 6 месяцев назад

    Please make a detailed video on Trent at this valuation

  • @manojranjan582
    @manojranjan582 6 месяцев назад

    Pranam sir 🙏

  • @rishabkumarrathi289
    @rishabkumarrathi289 6 месяцев назад

    Expectations are Correct.

  • @preetamshetty6679
    @preetamshetty6679 6 месяцев назад +2

    I agree with you. However my problem is with people who have been cautious since NIFTY was 7500

    • @ishmohit1
      @ishmohit1 6 месяцев назад +1

      We were investing everything that we had at 7500 😂.

  • @sybaritebeautysalon2539
    @sybaritebeautysalon2539 6 месяцев назад

    Expections are correct

  • @user-vc5iy5tg3u
    @user-vc5iy5tg3u 6 месяцев назад

    Expectations r correct

  • @prakashchandra6921
    @prakashchandra6921 6 месяцев назад

    HP adhesive, Vishnu chemical,SRF looking good for 2024.

  • @prithwinrapaka5862
    @prithwinrapaka5862 6 месяцев назад +23

    my picks for 2024 are Aavas financiers and HDFC bank. Both are undervalued right now. I am expecting them to outperform the market in mid term. Even in the long term these high quality financiers should do well.

    • @kunaljaiswal3740
      @kunaljaiswal3740 6 месяцев назад +2

      Aavas has PE overhang, promoter funds are ready to sell.

    • @nirajthere.2162
      @nirajthere.2162 6 месяцев назад +1

      Akshat's Analysis

    • @rahulvadone4197
      @rahulvadone4197 6 месяцев назад +2

      Akshat's analysis 🤣

    • @user-tz9fe9ev2l
      @user-tz9fe9ev2l 6 месяцев назад

      Avaas roe is less then 15% ...

    • @arjungupta2687
      @arjungupta2687 6 месяцев назад +5

      Bhai HDFC to acha undervalue kra diya 😂😂😂
      Down by 10% in two days

  • @nirbhaisinghdhaliwal788
    @nirbhaisinghdhaliwal788 6 месяцев назад

    Thanks

  • @Prashantwagh183
    @Prashantwagh183 6 месяцев назад

    Exceptation are correct

  • @adityatrehan9838
    @adityatrehan9838 6 месяцев назад +3

    how is rain indsutries stock . Is it a good stock to hold if in loss of 30% plus

    • @TheCheckit96
      @TheCheckit96 6 месяцев назад

      I have this too at approx 180. Valuation is cheap but have to see how the results come . Not sure how to see if demand will increase. If you have ideas let me know.

  • @mariyakathawala9318
    @mariyakathawala9318 6 месяцев назад

    ❤ Mohit just fentastic ❤

  • @koool
    @koool 6 месяцев назад

    🎉 good vedio

  • @market_learner27
    @market_learner27 6 месяцев назад +1

    Surya roshni
    Electrosteel casting
    Maiden Forging
    Tarachand
    universal cable
    Lykis
    Bizotec
    Bajaj consumer
    snowman logistic
    Ajmera
    Agarwal industries
    all are undervalued and has scope of eps growth and pe expansion ......potential multibaggers - even in some case promoter is buying heavily

    • @TheCheckit96
      @TheCheckit96 6 месяцев назад

      Which one promoters are buying..I have a small amount of surya roshni

  • @niharranjannayak8830
    @niharranjannayak8830 6 месяцев назад

    Expecting correct

  • @sahil9361
    @sahil9361 6 месяцев назад

    Sir your view kindly about autos and auto ancillaries?? namaste

  • @ashishbera8089
    @ashishbera8089 6 месяцев назад

    Hello, Do you provide portfolio management service? I would like to know your charges/fees

  • @akshatjain6226
    @akshatjain6226 6 месяцев назад

    hello sir ,this is Akshat .
    Sir please try to make a video on detailed analysis of Gujarat Themis Biosyn (GUJTHEMIS),which comes under the Pharma sector.Key points :this company is having the business of manufacturing & making of Fermentation based medicines .
    Also this stock has given nearly a 70% RUNUP in the last 1 month .
    I hope You find my suggestion helpful .

  • @Etv-Pradeep
    @Etv-Pradeep 6 месяцев назад

    expectations are correct...

  • @vidyad6492
    @vidyad6492 6 месяцев назад

    Happy new year 🎉next time vehicle sector.

  • @omanalkhwair8075
    @omanalkhwair8075 6 месяцев назад

    I think jewelery sector will do well

  • @prakashchandra6921
    @prakashchandra6921 6 месяцев назад

    Vishnu chemical,HP adhesive SRF &HLE glass coat in chemical sector

  • @saumyasingh8438
    @saumyasingh8438 6 месяцев назад

    will real state really have scope in next 5-10 years? because it feels like we already have too much suppply.

  • @santoshkumar28021983
    @santoshkumar28021983 6 месяцев назад

    💯 Expectations 💯 are 💯 correct 💯

  • @biotutun
    @biotutun 6 месяцев назад

    expectation are Right

  • @SaurabhGupta-vb6cz
    @SaurabhGupta-vb6cz 6 месяцев назад

    Star delta xmers and cranex looks really good.
    Any idea on casting units in micro space M

    • @Nirmankalia
      @Nirmankalia 6 месяцев назад

      Magna electro-casting maybe but Wheels India is also in the same field. not sure.

  • @shubhajitbarik9917
    @shubhajitbarik9917 6 месяцев назад

    Expectation is correct

  • @Arun_khatana_07
    @Arun_khatana_07 6 месяцев назад

    क्या pe rerating में कम्पनी का MARKET CAP नहीं बढ़ता है? Please tell

  • @vattyysheth5135
    @vattyysheth5135 6 месяцев назад

    Expectations need to be correct

  • @dr.jitendrasingh7844
    @dr.jitendrasingh7844 6 месяцев назад +1

    Real state sector is one of the best for next 5 years

  • @dr.shailesh359
    @dr.shailesh359 6 месяцев назад

    Sir plz make video on IT sector

  • @Abc-nc3sm
    @Abc-nc3sm 6 месяцев назад +1

    Some stocks to watch
    Mining equipment... eminco elecon
    Airlines....spicejet
    Banking...ujjavin sfb
    IT...cieinsys
    Auto...force motors
    Pharma...caplin labs,lincoln and marksans
    Power...cesc,sjvn
    Capital goods machinary..sangvi movers Estate...prestige
    Cons...itd cem,ncc

  • @sachinsonwane4218
    @sachinsonwane4218 6 месяцев назад

    Expectations are low and correct.

  • @NJ01313
    @NJ01313 5 месяцев назад

    Excellent brother
    👍👍👍

    • @SOICfinance
      @SOICfinance  5 месяцев назад

      Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

  • @abhijitrana1397
    @abhijitrana1397 6 месяцев назад

    Hi Ismohit... Happy New Year 🎉🎉
    Is multicap Fund one stop solution for mutual fund investment..it has 25 % small mid and large each...

  • @_M_D_M_
    @_M_D_M_ Месяц назад

    Can we have a follow up analysis video based on new political climate?

  • @swaranjitsinghsidhu4771
    @swaranjitsinghsidhu4771 6 месяцев назад

    Banking and financing sector and IT sector.

  • @manojpatil2288
    @manojpatil2288 6 месяцев назад +1

    Building materials sector analysis proxy

  • @hussainhussain-kz9hz
    @hussainhussain-kz9hz 6 месяцев назад

    Shukra huzur ❤

  • @investingjourney1478
    @investingjourney1478 6 месяцев назад

    Want analysis on Supriya lifesciences and SMC global