Its not that he is bearish because he has 30% cash in hand, rather he had the 30% cash because he is bearish. He has been spot on so far, made phenomenal returns in the last decade, and sold few positions at the absolute peak
People with divergent views are needed but multiple things Siddhartha has not taken in to considerations : strong economic growth in store for India, stable political leadership for next 5 years and all parameters in control (GDP, inflation, deficit, bank NPA, interest rate cut, role of SEBI and RBI). Of course there is froth in Mid & small cap, it may correct some more for few more months till time interest rate cut is going to happen, after that we will again see foreign investments and markets will roar again. But all experts are of a view that remain invested. Sid is saying because of the click of a button people are flooding in to stock markets and making it more expensive or bubble is created. 15Y back making one transaction was a tedious task, people (including me) used to feel something is phish and were not having enough confidence to invest. Now it is all very clear, people do get confidence. Neeraj I expect you to ask all these questions...NDTV chief editor do see this msg
10 % gira nahi market ki inki fat jaati hai ...aise fund manager kya Paisa banayenge , aur isko itna hi lag raha hai ki market girega ab to sell kar k kama le ... Ye din rat baith k dimag lagate rehte Hain bas
Hahha. Those who were saying overheated n not bubble. Time will show you what is a bear market. 7% up in VIX, 7% fall in an index is not a flash in the pan, these big corrections are signs of the Cylinder is making noise before blowing out .. Be careful from people showing u greed. Save your hard earned capital in wise manner.
We can't take away the fact that Siddharth is one of the smartest fund managers, but I think this recent correction is clearly fabricated. Just imagine your situation if you've never invested and wish to start, but for sure, this run up hasn't allowed new investors to come in. So a lot seems to be a case where some environment is created for panic sell as well. Yes , markets were overheated, but nowhere in bubble zone as recently mentioned by Mr.Uday Kotak.
There are always excesses in one segment or other in the market. There are number of IPOs, SMEs are heated - but to call bull market is over is a tad premature esp when so many companies have posted great results and are likely to do even better.. this also hints rhe breadth of the market getting deeper..
60% probablity is just 10% above 50-50 percent chance ( it going thr either way) 😂..these so called pundits just throw stones in the air and then say i told u so..
M on 30% cash, thats only point i say end of bull market.. typically selfish and very little researched stance of this fund manager..he z creating unnecessary panic, may be this man change his opinion after two days..
According to you bull market started in 2020 So u expect bear market ended in just 15 days with 38% correction 😂 After a humangous bull run from 2008 to 2020 of 12 years Dear Siddharth ji Even in 2003 to 2008 period sensex witness 3 times 30% + correction So We are still in bull market which started from 2008 #nifty @2252 to 22522 so far 10x Whenever this will end it will be a bear market for atleast 12 to 18 months Not just 15 or 30 days 😅
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As Kedia ji said, market is overvalued for those who missed the bus.
He made 100% return last year
Source for that?
Great conversation between the two. Great to have your surname as Bhaiya when the interviewer is not Sonia Shenoy :)
Good one 😂😂
samjha nahi
Jio sher 😂😂😂
Its obvious that anyone with 30% cash will anyway be bearish !!!
Its not that he is bearish because he has 30% cash in hand, rather he had the 30% cash because he is bearish. He has been spot on so far, made phenomenal returns in the last decade, and sold few positions at the absolute peak
People with divergent views are needed but multiple things Siddhartha has not taken in to considerations : strong economic growth in store for India, stable political leadership for next 5 years and all parameters in control (GDP, inflation, deficit, bank NPA, interest rate cut, role of SEBI and RBI). Of course there is froth in Mid & small cap, it may correct some more for few more months till time interest rate cut is going to happen, after that we will again see foreign investments and markets will roar again. But all experts are of a view that remain invested. Sid is saying because of the click of a button people are flooding in to stock markets and making it more expensive or bubble is created. 15Y back making one transaction was a tedious task, people (including me) used to feel something is phish and were not having enough confidence to invest. Now it is all very clear, people do get confidence. Neeraj I expect you to ask all these questions...NDTV chief editor do see this msg
10 % gira nahi market ki inki fat jaati hai ...aise fund manager kya Paisa banayenge , aur isko itna hi lag raha hai ki market girega ab to sell kar k kama le ...
Ye din rat baith k dimag lagate rehte Hain bas
Hahha. Those who were saying overheated n not bubble. Time will show you what is a bear market. 7% up in VIX, 7% fall in an index is not a flash in the pan, these big corrections are signs of the Cylinder is making noise before blowing out .. Be careful from people showing u greed. Save your hard earned capital in wise manner.
His message to all retail panwalas … panic and sell so that he can buy 😂
Pl don’t sell, sit and either get multi bagger return or get back to work on mumbai Kurla local general dabba that even donkeys fear
We can't take away the fact that Siddharth is one of the smartest fund managers, but I think this recent correction is clearly fabricated. Just imagine your situation if you've never invested and wish to start, but for sure, this run up hasn't allowed new investors to come in. So a lot seems to be a case where some environment is created for panic sell as well.
Yes , markets were overheated, but nowhere in bubble zone as recently mentioned by Mr.Uday Kotak.
i agree
Thi is not bubble😮 .?? So what is bubble according to you..??
He is brave to go against the tide. But he is right!!
Most awaited video after fall
Fantastic interview indeed. Thank you so much❤❤
Siddhartha Thanks. Great. Keep up ur honesty and share holders good will in ur fund
Large caps ' Electoral bond issue is coming in the form of Bear tomorrow.
Very good questions asked by the host!
Very good interview n sensible approach to investing.
Amazing Interview 👍
Bhaiya has always been a bear
Most fullish analysis i have ever seen.this article didn’t discounted future growth of india
just amazing ,i hope siddhartha ji i meet you one day
There are always excesses in one segment or other in the market. There are number of IPOs, SMEs are heated - but to call bull market is over is a tad premature esp when so many companies have posted great results and are likely to do even better.. this also hints rhe breadth of the market getting deeper..
They want to enter the market that’s why this all mutual funds FIIS creating panic in retailers
always a pleasure
Good one❤
Thanks Sidharth Bhaiyya
He should launch a smallcase
13% return in 10 years. Why should we listen to him.
Market return will turn below index if we add fees
60% probablity is just 10% above 50-50 percent chance ( it going thr either way) 😂..these so called pundits just throw stones in the air and then say i told u so..
Good information
M on 30% cash, thats only point i say end of bull market.. typically selfish and very little researched stance of this fund manager..he z creating unnecessary panic, may be this man change his opinion after two days..
Y he is suggesting to invest outside india 😢
i doubt ..
Super...
💯
According to you bull market started in 2020
So u expect bear market ended in just 15 days with 38% correction 😂
After a humangous bull run from 2008 to 2020 of 12 years
Dear Siddharth ji
Even in 2003 to 2008 period sensex witness 3 times 30% + correction
So We are still in bull market which started from 2008
#nifty @2252 to 22522 so far 10x
Whenever this will end it will be a bear market for atleast 12 to 18 months
Not just 15 or 30 days 😅
Yehi sale sab bol rahe the kuch mahina pahle ki ' we are entering a multi year bull run market '
Ye thhok diya maine chat lo ab
why everyone calls him Bhaiya?
Because he is an absolute cartoon
It's his surname
He says what he holds are very good companies and other than his, the market has froth.
I appreciate his confidence 😊
He never said that.
Well that aged poorly..
Kya phuk ke aaya hai be
He is just trying to create fear
nonsense.
Fenku bhaiya..