Half-heartedly, he said Indian market is overvalued, so it would better invest in other markets now. The major concern is FII continuously withdrawing huge amounts of money, so we need to be extra careful during the current time. I think we should be invested but more cautious about pouring money.
When people take home loan top up and invest in the stock market fundamentals will not work or make sense. RBI is inflating this stock market bubble with relatively easy money availability. Options are being loaded into by retail investors like they are playing junglee rummy
i respect the guy but money and credit boom leads to better fundamental numbers which looks strong but they r not(asian financial crisis). This domestic money has come from the increase in money supply post pandemic. RBI simply getting control on inflation, which is challenging looking at global economy, will take the indian stock market towards a new ride. It is modestly overvalued right now whereas the us market is significantly overvalued...
the stock markets are overvalued the money flow is chasing returns with no sense of valuations the overvaluations are also pushing up consumption they will all clash once the market falls. just look at all overvlaued markets, japan in 1980 china before covid, usa in 2008, same old crap , its not different this time it may just take longer
Ruchir Sharma has a Really clear head. This is one of a few people i stop to listen and take note. Great clarification. 👍
How can you call India an overheated market as it was overvalued even while it was trading at 50/60 % valuation of the indices, years and years ago.
At 7% gilt rates, pe should be closer to 16 for fair valuation
Half-heartedly, he said Indian market is overvalued, so it would better invest in other markets now.
The major concern is FII continuously withdrawing huge amounts of money, so we need to be extra careful during the current time. I think we should be invested but more cautious about pouring money.
When people take home loan top up and invest in the stock market fundamentals will not work or make sense. RBI is inflating this stock market bubble with relatively easy money availability. Options are being loaded into by retail investors like they are playing junglee rummy
30% tax of we invest in outside India market.
Rbi should lift the ban
It's called American Dream because you have to be asleep to believe in it.:- George Carlin
i respect the guy but money and credit boom leads to better fundamental numbers which looks strong but they r not(asian financial crisis). This domestic money has come from the increase in money supply post pandemic. RBI simply getting control on inflation, which is challenging looking at global economy, will take the indian stock market towards a new ride. It is modestly overvalued right now whereas the us market is significantly overvalued...
the stock markets are overvalued the money flow is chasing returns with no sense of valuations the overvaluations are also pushing up consumption they will all clash once the market falls. just look at all overvlaued markets, japan in 1980 china before covid, usa in 2008, same old crap , its not different this time it may just take longer
Dont listen to them
Godi media and Godi influencer
Lets listen to you then, start please 🙏🏻
@@Jaibajrangbali1709 Invest in Mrs bectors food👍
@@drsmmalik7049 why should i borrow your opinion ?? Reasons please
@@Jaibajrangbali1709 You asked for my opinion sir😊