As an investor two learnings which shankar always give imphasis on all platforms: 1) One should have allocation in assets classes and not just limited to Indian markets 2) Don`t fall in love of your stock / investment if it is not giving return and get out of it 3) Identify the performers and get it in your portfolio It takes decades of in depth experience to conclude that. Really thanks shankar for the same. But only problem is that Shankar & Devina are trying to prove that only they ( their firm " First Global") can do that it for which they criticise every one else who do not have global exposure which is incorrect. So its all about the money... they want to grow their own business.
I remember hearing him (Shankar sharma in March 2020) that he went into Main street in 2008 and saw everything is fine, whereas about start of 2020, he said Indian economy is severely depressed. Today he just reversed his positions (LIsten from 7 to 9 Min part). what a crazy character
I understand that he hates many of the new age investment advisors. Below are the TTM return of a few stocks which he described as laggards. Relaxo footwears - 45% Asian paints - 14% Nestle - 35% Britannia - 53% HUL - 18% HDFC bank - minus 7% TCS -3% Infosys - 23% If you have invested in these laggards 1 year back, you would be sitting on a healthy annual return of 23%. I must appreciate you for beating all the fund managers of this country. Other things that I want to comment upon - (1) Nikunj Dalmia is my favourite. (2) ET now is different from other business channels. I love watching their RUclips contents.
MY ADVISE IS FOR DEVINA. SHE SHOULD MANAGE HER BODY IN A WAY SHANKAR HAS DONE. THERE IS NO SECOND OPINION ABOUT THEIR EXCELLENT KNOWLEDGE. I AM FATHERLY FIGURE AND BLESS THE COUPLE.
Very nice... good interviewing skills and as usual Shankar Sharma at his best being candid. I saw one of his previous interview and he said he missed the first rally post 2008 fin crisis... how did he do this time ?
LIAR. He says that he has been maintaining a bullish stance but in April when the rally started it as a bear rally and will not go below 9800. Now he very conveniently changed his stance. Go and see his old videos.
Fact is that none of these experts can tell u in advance,Shanker Sharma was critic of RIL,but smartly become bullish after run up.Any fool can tell u to be become bullish when Nifty cracks more than 30%.They will never tell u about any stock future,so u can not benefit
Shankar u r great human being still grounded very straightforward because of all these things, I have starting admiring you; though Imay very senior in age being a senior citizen but of same age bt heart. Thanks.
If you want to lose money listen to them. Always do your own research, read lot of books. Refer to investors like Warren Buffet, Charlie Munger, Mohnish Pabrai. Listen to interviews of good fund managers of India
Asset allocation is most important. Earning from stock market requires a lot of experience. At least those who have seen 2008 GFC can understand how much bad thing can go bad and hopeless. It requires feeding the money periodically.
simple living is a sign of egoless. the ego never helps in any sector of activity including the stock market. Egoless helps always unconditionally. the couple Sharma should understand this. they should read and follow Gita who is from LORD HIMSELF< Much greater than any one in the world including Warren Buffet.
He's trying to preach, Indian retailers and investors are Dumb and we're the only smart investors, so come and open PMS with us.. they're just marketting.. nothing more.. don't spend time on this...i wasted and hour! Only one point in 1hr which I think is okay... , is Hul, britania may not sustain the high PE anymore because of consolidation of bigger retail players like dmart, jioMart etc. So they may ask for bargain going fwd, but at the same time its opportunity to penetrate rural more.. not sure how it would play out for an year.. we will come to know after 2021 all this! NO data yet to come to conclude yet!
As an investor two learnings which shankar always give imphasis on all platforms:
1) One should have allocation in assets classes and not just limited to Indian markets
2) Don`t fall in love of your stock / investment if it is not giving return and get out of it
3) Identify the performers and get it in your portfolio
It takes decades of in depth experience to conclude that. Really thanks shankar for the same.
But only problem is that Shankar & Devina are trying to prove that only they ( their firm " First Global") can do that it for which they criticise every one else who do not have global exposure which is incorrect. So its all about the money... they want to grow their own business.
I remember hearing him (Shankar sharma in March 2020) that he went into Main street in 2008 and saw everything is fine, whereas about start of 2020, he said Indian economy is severely depressed. Today he just reversed his positions (LIsten from 7 to 9 Min part). what a crazy character
Thank you Nikunj! You never forget to help the upcoming generation in your interviews. I would love to see much events happening in future.
I understand that he hates many of the new age investment advisors. Below are the TTM return of a few stocks which he described as laggards.
Relaxo footwears - 45%
Asian paints - 14%
Nestle - 35%
Britannia - 53%
HUL - 18%
HDFC bank - minus 7%
TCS -3%
Infosys - 23%
If you have invested in these laggards 1 year back, you would be sitting on a healthy annual return of 23%. I must appreciate you for beating all the fund managers of this country.
Other things that I want to comment upon - (1) Nikunj Dalmia is my favourite. (2) ET now is different from other business channels. I love watching their RUclips contents.
Nikunj - it takes a knowledgeable host, to extract pearls from the guests. Eye opening, to say the least.
they got 40 of the last 10 bear markets right..
MY ADVISE IS FOR DEVINA. SHE SHOULD MANAGE HER BODY IN A WAY SHANKAR HAS DONE. THERE IS NO SECOND OPINION ABOUT THEIR EXCELLENT KNOWLEDGE. I AM FATHERLY FIGURE AND BLESS THE COUPLE.
Does this amount of knowledge ever work in stock market???
Independence day Gift. Thank You Nikunj!
This couple has very simple motive ..Let's just screw india invester's concepts and confuse them
Very nice... good interviewing skills and as usual Shankar Sharma at his best being candid.
I saw one of his previous interview and he said he missed the first rally post 2008 fin crisis... how did he do this time ?
Great point made by shankar on organised retail and how it may impact valuation of fmcg
LIAR. He says that he has been maintaining a bullish stance but in April when the rally started it as a bear rally and will not go below 9800. Now he very conveniently changed his stance. Go and see his old videos.
He always goes with the flow..
And he was harping on how US equities and US stocks are way better. India market is shiz don't invest here,etc.
"There are no great investors only great traders" few seconds later "great investors are almost always skeptical of what they hear" 😝😁
Really appreciate the clearity of thoughts from all of you 3
Thanks for sharing Valuable information 👍
Fact is that none of these experts can tell u in advance,Shanker Sharma was critic of RIL,but smartly become bullish after run up.Any fool can tell u to be become bullish when Nifty cracks more than 30%.They will never tell u about any stock future,so u can not benefit
Listen 👂 Between The Lines
Really amazing ...webinar experience
Superb Thanks Sir
Shankar u r great human being still grounded very straightforward
because of all these things, I have starting admiring you; though Imay very senior in age being a senior citizen but of same age bt heart.
Thanks.
Pls search who they really are..
Great Conversation
Good assessment and vision
Why he is talking more on equity when he says your asset allocation in equity should be around 30-40%.
Superb 44:45
Highly informative
Excellent. Thanks
Does he even know the meaning of "no pun intended"
Banking is a back born of any economy we can not ignore itt.... When it ll go up all people talk about that...
Nikunj stole the show.....
Grt couple
I have been following u..
Grt ideas.
Good interactive session 👍👍
Every news channel invites shankar sharma when they want to talk against INDIA, shankar and his wife start every conversation with blaming india
But want to invest in India🤑
If u can not extract any idea,interview is waste,no fun in discussing what has happened.
Right
Great nikunj, u r admirable...
Particularly don't listen overpandit Shankar worthless Sharma , if anyone want to enriched with knowledge listen Sourav mukherjea.
Han, I tried so many times tried to, but every time I found him painting his doors or making a new wooden unit
Seems Madhu joining Shankar soon...all the best to both
If you want to lose money listen to them. Always do your own research, read lot of books. Refer to investors like Warren Buffet, Charlie Munger, Mohnish Pabrai. Listen to interviews of good fund managers of India
If you want to know Shankar Sharma's investment philosophy ans how he has been able to pick bear markets-
ruclips.net/video/3tSqjsWExsw/видео.html
Shankar Sharma sir is absolutely right in every aspect, great understand about the market.
Sbi not sure but itc will run soon
"Muh main Ram bagal main chhuri"Sharmaji's main Mantra 🤣
You asked
I mn just hats off to both of them🙌😊👍"wizards" simply...I am literally forced to write it in by making a pause in between
Keep your opinion in your pocket!
Asset allocation is most important. Earning from stock market requires a lot of experience. At least those who have seen 2008 GFC can understand how much bad thing can go bad and hopeless. It requires feeding the money periodically.
🙏
simple living is a sign of egoless. the ego never helps in any sector of activity including the stock market. Egoless helps always unconditionally. the couple Sharma should understand this. they should read and follow Gita who is from LORD HIMSELF< Much greater than any one in the world including Warren Buffet.
🤝👌
Anyone seeing the ad on scam, must go and watch a movie named Gafla available on youtube
Buffet is getting demented
ET became waste now a days because they conducting interview with worst person like Shankar Sharma. Either do with best or stop conducting interviews.
Not impressed at all. Far from that. I dont' know what value is there in such talks. Absolutely useless.
He's trying to preach, Indian retailers and investors are Dumb and we're the only smart investors, so come and open PMS with us.. they're just marketting.. nothing more.. don't spend time on this...i wasted and hour! Only one point in 1hr which I think is okay... , is Hul, britania may not sustain the high PE anymore because of consolidation of bigger retail players like dmart, jioMart etc. So they may ask for bargain going fwd, but at the same time its opportunity to penetrate rural more.. not sure how it would play out for an year.. we will come to know after 2021 all this! NO data yet to come to conclude yet!
this is there private chat to public
Don't trust this guy anymore..ET now should find good people..
Ok which specific point do you disagree with?
No meaningful only waste of time
Bearish buddy
All bakwas. Same HDFC bank discussion.
Absolutely Rubbish !!