Finance With Sharan

For Financial Year 2025-2026, the ITR 3 due date for business and profession filers will shift to August 31st (from July 31st), while ITR 1 and 2 filers will retain the July 31st due date.

If you are a filing ITR 1 and two your due date going to be 31st July. If somebody like you and me filing ITR 3 because we are business and profession that has shifted to 31st of uh August instead of July. you get one more month from this year onwards when you go and file return for financial year 2526 in July 26. So for you and me because we are filing ITR 3 the due date is 31st of August instead of July. But if somebody is only sell right and having capital gain who are filing typically ITR 1 and two the due date is 31st July only.

3 months ago Correct

For Financial Year 2025-2026, the ITR 3 due date for business and profession filers will shift to August 31st (from July 31st), while ITR 1 and 2 filers will retain the July 31st due date.

If you are a filing ITR 1 and two your due date going to be 31st July. If somebody like you and me filing ITR 3 because we are business and profession that has shifted to 31st of uh August instead of July. you get one more month from this year onwards when you go and file return for financial year 2526 in July 26. So for you and me because we are filing ITR 3 the due date is 31st of August instead of July. But if somebody is only sell right and having capital gain who are filing typically ITR 1 and two the due date is 31st July only.

Correct

Railways and associated stocks are a good sector to invest in.

uh rail and railways associated stocks are are not so frothy. Okay, I don't want to mention stocks because I'm not qualified. Yeah, that's one space where you it's good to fish there. That's a pond you would like to fish in.

3 months ago Correct

Railways and associated stocks are a good sector to invest in.

uh rail and railways associated stocks are are not so frothy. Okay, I don't want to mention stocks because I'm not qualified. Yeah, that's one space where you it's good to fish there. That's a pond you would like to fish in.

Correct

Starting Monday (the day after the budget), the liquidity in SGBs is expected to dry up as people become aware of the new tax rules for secondary holders.

So now I am expecting from Monday which is tomorrow onwards which which is from the next day from the budget the liquidity in the SGB once people come to know should dry up

3 months ago Correct

Starting Monday (the day after the budget), the liquidity in SGBs is expected to dry up as people become aware of the new tax rules for secondary holders.

So now I am expecting from Monday which is tomorrow onwards which which is from the next day from the budget the liquidity in the SGB once people come to know should dry up

Correct

From April 1, 2026, secondary holders of SGBs will have to pay tax on redemption to the government, removing the tax-exempt benefit for them. This will lead to less traction and reduced buying interest in SGBs in the secondary market.

So from 1st April 26 I go and surrender at the redemption to government and I have bought it. When you mean government RBI RBI because they will ask for the maturity when there is a due after the 8 years let's say you have invested for 5 years and remaining 3 years is with me. Okay. So for me is also till now tax exempt but from 1st April 26 it's changing. So I have to pay tax on that because I'm a secondary holder and not the primary holder. Oh so that's a big change. So from tomorrow onwards I think SGB will have a less traction. That's a big thing. Why? Because nobody want to buy SGB now because there is no benefit in the buying in a secondary market from the DMAC.

3 months ago Correct

From April 1, 2026, secondary holders of SGBs will have to pay tax on redemption to the government, removing the tax-exempt benefit for them. This will lead to less traction and reduced buying interest in SGBs in the secondary market.

So from 1st April 26 I go and surrender at the redemption to government and I have bought it. When you mean government RBI RBI because they will ask for the maturity when there is a due after the 8 years let's say you have invested for 5 years and remaining 3 years is with me. Okay. So for me is also till now tax exempt but from 1st April 26 it's changing. So I have to pay tax on that because I'm a secondary holder and not the primary holder. Oh so that's a big change. So from tomorrow onwards I think SGB will have a less traction. That's a big thing. Why? Because nobody want to buy SGB now because there is no benefit in the buying in a secondary market from the DMAC.

Correct

From April 1, 2026, buybacks will be taxed more favorably for retail investors, with capital gains only on the profit portion (not the full buyback amount) at 12.5% for long-term holdings, and an exemption for gains up to 1.25 lakh per PAN. This change is expected to be significant in the next financial year.

So from 1st April 26, if I go for a buyback and let's say the buyback price I'm getting is three lakh rupees and the cost of my that particular shares are two lakh rupees. So I have to pay capital gain only on one lakh and not only that that's consider that as a long-term I'm holding for more than 12 and a half months or 12 months and then I'm offering this for a buyback. So I I will pay 12.5% tax. Not only that you know that in my long-term capital gain I don't have to pay tax up to 1 lakh 25,000 per person per pan this is exemption exemption right so if I give you in this example 3 lakh rupees is a buyback value 2 lakh is my cost so one lakh is my gain on this buyback on that I will pay 12.5% but if the total gain during the year is less than 1.25 25 but is not X. M so again this is a win-win and it's a great change I would say though people are not anticipating how big it is you will see next financial year

3 months ago Correct

From April 1, 2026, buybacks will be taxed more favorably for retail investors, with capital gains only on the profit portion (not the full buyback amount) at 12.5% for long-term holdings, and an exemption for gains up to 1.25 lakh per PAN. This change is expected to be significant in the next financial year.

So from 1st April 26, if I go for a buyback and let's say the buyback price I'm getting is three lakh rupees and the cost of my that particular shares are two lakh rupees. So I have to pay capital gain only on one lakh and not only that that's consider that as a long-term I'm holding for more than 12 and a half months or 12 months and then I'm offering this for a buyback. So I I will pay 12.5% tax. Not only that you know that in my long-term capital gain I don't have to pay tax up to 1 lakh 25,000 per person per pan this is exemption exemption right so if I give you in this example 3 lakh rupees is a buyback value 2 lakh is my cost so one lakh is my gain on this buyback on that I will pay 12.5% but if the total gain during the year is less than 1.25 25 but is not X. M so again this is a win-win and it's a great change I would say though people are not anticipating how big it is you will see next financial year

Correct

Returns in arbitrage funds will be impacted due to increased costs (likely referring to the STT increase).

But now arbitrage fund will get impacted. The return in arbitrage fund might get impacted. Why? Because they buy in let's say future and have a position in the cash market. So they try to take the benefit of the opportunity of that arbitrage. But the cost has increased now. So the return henceforth you will see get impacted in the arbitrage fund.

3 months ago Correct

Returns in arbitrage funds will be impacted due to increased costs (likely referring to the STT increase).

But now arbitrage fund will get impacted. The return in arbitrage fund might get impacted. Why? Because they buy in let's say future and have a position in the cash market. So they try to take the benefit of the opportunity of that arbitrage. But the cost has increased now. So the return henceforth you will see get impacted in the arbitrage fund.

Correct

Real estate in Vashi, which was 5,000 rupees per sq ft 10 years ago, is 20,000 rupees per sq ft today (2026).

The price today is 20,000 rupees a square ft. It was 5,000 rupees a square feet 10 years back. Four times in 10 years.

3 months ago Correct

Real estate in Vashi, which was 5,000 rupees per sq ft 10 years ago, is 20,000 rupees per sq ft today (2026).

The price today is 20,000 rupees a square ft. It was 5,000 rupees a square feet 10 years back. Four times in 10 years.

Correct

A 250 sq yard plot in Chandigarh bought for 50,000 rupees in 1990 will be worth 6 crores today (2026).

You know what is the price of that uh plot today? Today it would be probably 2 crores. 6 crores.

3 months ago Correct

A 250 sq yard plot in Chandigarh bought for 50,000 rupees in 1990 will be worth 6 crores today (2026).

You know what is the price of that uh plot today? Today it would be probably 2 crores. 6 crores.

Correct

Copper is currently overvalued and due for a correction, making it an asset to be wary of.

So right now you're like gold, silver, copper, everybody's talking about it. That is something you'll be very wary about. very weary about.

2 months ago Incorrect

Copper is currently overvalued and due for a correction, making it an asset to be wary of.

So right now you're like gold, silver, copper, everybody's talking about it. That is something you'll be very wary about. very weary about.

Incorrect

The probability of a World War III (defined as entangled global conflicts involving major powers) is currently low.

What is the probability of World War II right now as we speak? Low.

4 weeks ago Correct

The probability of a World War III (defined as entangled global conflicts involving major powers) is currently low.

What is the probability of World War II right now as we speak? Low.

Correct

US tech stocks and the broader US market are in bubble territory and their current high returns are not sustainable in the near future.

US tech to me is bubble territory. US itself is bubble territory. US for last 15 years since 2008 has given crazy returns. Developed markets it can't it is not sustainable. The party has been running for too long.

2 months ago Incorrect

US tech stocks and the broader US market are in bubble territory and their current high returns are not sustainable in the near future.

US tech to me is bubble territory. US itself is bubble territory. US for last 15 years since 2008 has given crazy returns. Developed markets it can't it is not sustainable. The party has been running for too long.

Incorrect

Gold and silver are in bubble territory and their current high returns are not sustainable in the near future.

Today gold and silver are in bubble territory. It is not sustainable. Party has been running for too long.

2 months ago Correct

Gold and silver are in bubble territory and their current high returns are not sustainable in the near future.

Today gold and silver are in bubble territory. It is not sustainable. Party has been running for too long.

Correct

Copper is poised for a significant price increase to catch up with other commodities.

Copper's got a catch play to do.

3 months ago Incorrect

Copper is poised for a significant price increase to catch up with other commodities.

Copper's got a catch play to do.

Incorrect

If questions arise about the high valuations of US IT companies (driven by AI), Indian IT will benefit due to its lower valuations and strong cash positions.

if people start asking the right questions at some point in time of weather or not do these valuations justify from a liquidity stand point India it will benefit

3 months ago Incorrect

If questions arise about the high valuations of US IT companies (driven by AI), Indian IT will benefit due to its lower valuations and strong cash positions.

if people start asking the right questions at some point in time of weather or not do these valuations justify from a liquidity stand point India it will benefit

Incorrect

Public Sector Undertaking (PSU) banks will perform well.

PSUs will do well.

3 months ago Correct

Public Sector Undertaking (PSU) banks will perform well.

PSUs will do well.

Correct

Interest rates are unlikely to increase in the future.

We don't see a reason why rates will go up any time in the future.

3 months ago Correct

Interest rates are unlikely to increase in the future.

We don't see a reason why rates will go up any time in the future.

Correct

India's equity market is positioned to perform decently.

I think India is decently poish.

3 months ago Incorrect

India's equity market is positioned to perform decently.

I think India is decently poish.

Incorrect

Transferring 90,000 HSBC credit card points to Accor will result in 1.8 lakh INR worth of hotel benefits.

Those 90,000 points, you move, first example, to Accor, you get 1.8 [music] lakhs worth of hotel benefits.

1 month ago Correct

Transferring 90,000 HSBC credit card points to Accor will result in 1.8 lakh INR worth of hotel benefits.

Those 90,000 points, you move, first example, to Accor, you get 1.8 [music] lakhs worth of hotel benefits.

Correct

If the growth for the second half of 2025 (or 2026) is budgeted, small cap valuations will come down to their 10-year average, with the premium decreasing to about 12%.

your valuations then in the particularly the small cap category comes down to about close to its 10-year average. The premium then goes down to about just 12%.

2 months ago Incorrect

If the growth for the second half of 2025 (or 2026) is budgeted, small cap valuations will come down to their 10-year average, with the premium decreasing to about 12%.

your valuations then in the particularly the small cap category comes down to about close to its 10-year average. The premium then goes down to about just 12%.

Incorrect

Bond prices will fall due to rising yields.

bonds are something which uh because the yields are going to go up so bonds will fall and there is a significant risk there. So in all the bond markets

1 month ago Incorrect

Bond prices will fall due to rising yields.

bonds are something which uh because the yields are going to go up so bonds will fall and there is a significant risk there. So in all the bond markets

Incorrect

Dubai properties experience maximum price growth starting 2 years before handover and continuing for 1-2 years after handover.

the property gains the most value after 2 years of launch. So like suppose it's the handover it's in 2029. So the property starts gaining value from 27 onwards. So 2 years before the launch and for 1 to two years after that's when the maximum growth in price happens.

4 months ago Incorrect

Dubai properties experience maximum price growth starting 2 years before handover and continuing for 1-2 years after handover.

the property gains the most value after 2 years of launch. So like suppose it's the handover it's in 2029. So the property starts gaining value from 27 onwards. So 2 years before the launch and for 1 to two years after that's when the maximum growth in price happens.

Incorrect

Some cement stocks, especially those in the Nifty index, will perform phenomenally well.

okay cement stocks some cement stocks will do phenomenally well in my belief especially if they are in nifty

3 months ago Pending

Some cement stocks, especially those in the Nifty index, will perform phenomenally well.

okay cement stocks some cement stocks will do phenomenally well in my belief especially if they are in nifty

Pending

The auto sector's strong performance will continue.

Auto has done really well the last. So will that continue to happen? To my mind, yes.

3 months ago Pending

The auto sector's strong performance will continue.

Auto has done really well the last. So will that continue to happen? To my mind, yes.

Pending

Companies with high cash on their balance sheets, especially among the NSE small cap 250 that have fallen the most, have a higher probability of announcing buybacks due to reduced taxation, which will be beneficial for shareholders.

If frequency increases and if I don't even participate in that buyback that means that company is buying out its shares which is a very good positive sign. So now how does one trader derive a strategy out of what I just said so that it does not remain academic. You can look at all the NSE small cap 250 companies which have fallen the most. look at their balance sheet who has got maximum cash. those are the guys with a higher probability to announce a buyback because they want their share to go up or they want to distribute it and now they found a very efficient method to distribute this money cost effectively to a common shareholder.

3 months ago Pending

Companies with high cash on their balance sheets, especially among the NSE small cap 250 that have fallen the most, have a higher probability of announcing buybacks due to reduced taxation, which will be beneficial for shareholders.

If frequency increases and if I don't even participate in that buyback that means that company is buying out its shares which is a very good positive sign. So now how does one trader derive a strategy out of what I just said so that it does not remain academic. You can look at all the NSE small cap 250 companies which have fallen the most. look at their balance sheet who has got maximum cash. those are the guys with a higher probability to announce a buyback because they want their share to go up or they want to distribute it and now they found a very efficient method to distribute this money cost effectively to a common shareholder.

Pending

Equities, especially small caps, will perform well.

I'm reasonably confident that equities especially small caps now if you ask me

3 months ago Pending

Equities, especially small caps, will perform well.

I'm reasonably confident that equities especially small caps now if you ask me

Pending

Arbitrage mutual fund categories will be a detriment.

Uh and the second thing which uh makes me feel that mutual fund categories like arbitrage is definitely going to be a detriment

3 months ago Pending

Arbitrage mutual fund categories will be a detriment.

Uh and the second thing which uh makes me feel that mutual fund categories like arbitrage is definitely going to be a detriment

Pending

A house bought for 1 Cr today will potentially be worth 30-40 Cr in the next 30 years.

a house that I'm buying today for 1 cr will potentially become worth 30 40 crores in the next 30 years? Absolutely.

3 months ago Pending

A house bought for 1 Cr today will potentially be worth 30-40 Cr in the next 30 years.

a house that I'm buying today for 1 cr will potentially become worth 30 40 crores in the next 30 years? Absolutely.

Pending

Fractional ownership of real estate will significantly grow in the next 4-5 years (by 2030-2031).

this fractional ownership will really come up we are in fractional ownership where

3 months ago Pending

Fractional ownership of real estate will significantly grow in the next 4-5 years (by 2030-2031).

this fractional ownership will really come up we are in fractional ownership where

Pending

Assam and other Northeast Indian states will see real estate action with better infrastructure development.

Assam is good. Assam is good and we will see some action in northeast because the moment you have better infrastructure development

3 months ago Pending

Assam and other Northeast Indian states will see real estate action with better infrastructure development.

Assam is good. Assam is good and we will see some action in northeast because the moment you have better infrastructure development

Pending

Lucknow, Indore, Tri-City (Chandigarh, Mohali, Panchkula), Jaipur, Mysore, Nagpur, Thiruvananthapuram, GIFT City, Mangalore, and Ahmedabad are the fastest-growing Tier 2 real estate markets, with Indore at the top.

I would say Lacno. Luckno is number one. No, let's come to that later. Lucknau, Indor, Tri City which is Chandigar, Mahali, Panchula, Jaipur, Mysore, Nagpur, Thiruantapuram, uh and uh gift city, gift city, Mangalore, Ahmedabad... I think I think Lacno has really done well but Indor I will you know really put it at the top.

3 months ago Pending

Lucknow, Indore, Tri-City (Chandigarh, Mohali, Panchkula), Jaipur, Mysore, Nagpur, Thiruvananthapuram, GIFT City, Mangalore, and Ahmedabad are the fastest-growing Tier 2 real estate markets, with Indore at the top.

I would say Lacno. Luckno is number one. No, let's come to that later. Lucknau, Indor, Tri City which is Chandigar, Mahali, Panchula, Jaipur, Mysore, Nagpur, Thiruantapuram, uh and uh gift city, gift city, Mangalore, Ahmedabad... I think I think Lacno has really done well but Indor I will you know really put it at the top.

Pending

Real estate in Hoskote, currently 5,000 rupees per sq ft, will become 20,000 rupees per sq ft.

Now I tell people buy it in Hoscote prices are 5,000. No no no. Hoskot is so far now this 5,000 will become 20,000.

3 months ago Pending

Real estate in Hoskote, currently 5,000 rupees per sq ft, will become 20,000 rupees per sq ft.

Now I tell people buy it in Hoscote prices are 5,000. No no no. Hoskot is so far now this 5,000 will become 20,000.

Pending

Land in Mysore bought for 5,000 rupees per sq ft today will be 10,000-15,000 rupees per sq ft in 10 years (by 2036).

Because they know in 10 years if they buy it for 5,000 square ft², it's going to be 10,000 15,000 square ft².

3 months ago Pending

Land in Mysore bought for 5,000 rupees per sq ft today will be 10,000-15,000 rupees per sq ft in 10 years (by 2036).

Because they know in 10 years if they buy it for 5,000 square ft², it's going to be 10,000 15,000 square ft².

Pending

In the next 30 years (by 2056), Mumbai and Pune will become one stretch with 10 new cities between them, and travel time from the middle of the expressway to Mumbai will be 1 hour.

Over next 30 years Mumbai and Punea is going to be one stretch. There are going to be 10 cities between Mumbai and Punea and you would take 1 hour from mid of that expressway to come to Mumbai.

3 months ago Pending

In the next 30 years (by 2056), Mumbai and Pune will become one stretch with 10 new cities between them, and travel time from the middle of the expressway to Mumbai will be 1 hour.

Over next 30 years Mumbai and Punea is going to be one stretch. There are going to be 10 cities between Mumbai and Punea and you would take 1 hour from mid of that expressway to come to Mumbai.

Pending

A house bought for 1 crore today will be worth 30-40 crores in the next 30 years (by 2056), a 30x return.

a house that I'm buying today for 1 cr will potentially become worth 30 or 40 crores in the next 30 years... It has to be 30 times in 30 years is a benchmark I give for real estate for real estate.

3 months ago Pending

A house bought for 1 crore today will be worth 30-40 crores in the next 30 years (by 2056), a 30x return.

a house that I'm buying today for 1 cr will potentially become worth 30 or 40 crores in the next 30 years... It has to be 30 times in 30 years is a benchmark I give for real estate for real estate.

Pending

Real estate markets will normalize but still yield 5-10% return annually.

I think the markets are normalizing but they will still give 5 to 10% of return

3 months ago Pending

Real estate markets will normalize but still yield 5-10% return annually.

I think the markets are normalizing but they will still give 5 to 10% of return

Pending

A house bought for 1 crore today will be worth 30-40 crores by 2056.

a house that I'm buying today for 1 cr will potentially become worth 3040 crores in the next 30 years? Absolutely.

3 months ago Pending

A house bought for 1 crore today will be worth 30-40 crores by 2056.

a house that I'm buying today for 1 cr will potentially become worth 3040 crores in the next 30 years? Absolutely.

Pending

An apartment bought for 15 crores has the potential to increase to 30-35 crores in the next 5 years, likely due to redevelopment.

The 15 crores straight jumped up to 30 crores, 35 crores. That's the potential in the next 5 years.

2 months ago Pending

An apartment bought for 15 crores has the potential to increase to 30-35 crores in the next 5 years, likely due to redevelopment.

The 15 crores straight jumped up to 30 crores, 35 crores. That's the potential in the next 5 years.

Pending

Indian market will perform well.

I believe that India would do well.

2 months ago Pending

Indian market will perform well.

I believe that India would do well.

Pending

US Tech stocks are in a bubble and will likely crash, similar to the IT bubble.

US tech stocks uh it's a bubble at this point. Everybody including OpenAI is essentially betting on almost 300 400 billion that is committed. So the business model is not clear. No ROI on it right now. Very similar to the IT bubble.

2 months ago Pending

US Tech stocks are in a bubble and will likely crash, similar to the IT bubble.

US tech stocks uh it's a bubble at this point. Everybody including OpenAI is essentially betting on almost 300 400 billion that is committed. So the business model is not clear. No ROI on it right now. Very similar to the IT bubble.

Pending

Fresh money should also be invested in China.

and on China perfect

3 weeks ago Pending

Fresh money should also be invested in China.

and on China perfect

Pending

Fresh money should be invested in the Indian market over the US market.

Indian markets versus US markets where would you put your fresh money today Indian market

3 weeks ago Pending

Fresh money should be invested in the Indian market over the US market.

Indian markets versus US markets where would you put your fresh money today Indian market

Pending

The premiumization trend, driven by the Indian middle class upgrading their lifestyles and increasing per capita income, will define the next Indian bull market.

One investment theme that could define the next Indian bull market. I think the theme or the trend is premiumization as we spoke about and a lot is happening across all sectors. So I think they should be looking basically middle class becoming upper middle class and they want to upgrade their life and that's what is happening in India by if you have to become a 5 trillion10 trillion dollar economy the per capita income needs to increase people will spend you know on more premium things

3 weeks ago Pending

The premiumization trend, driven by the Indian middle class upgrading their lifestyles and increasing per capita income, will define the next Indian bull market.

One investment theme that could define the next Indian bull market. I think the theme or the trend is premiumization as we spoke about and a lot is happening across all sectors. So I think they should be looking basically middle class becoming upper middle class and they want to upgrade their life and that's what is happening in India by if you have to become a 5 trillion10 trillion dollar economy the per capita income needs to increase people will spend you know on more premium things

Pending

Avoid buying oil and gas stocks in the current market cycle.

one type of stock you would avoid buying in the current market cycle. Uh oil and gas.

3 weeks ago Pending

Avoid buying oil and gas stocks in the current market cycle.

one type of stock you would avoid buying in the current market cycle. Uh oil and gas.

Pending

The biggest risk to the Indian stock market in the next 2-3 years is Trump (presumably referring to his potential policies or actions).

the biggest risk to the Indian stock market for the next two to three years. Trump

3 weeks ago Pending

The biggest risk to the Indian stock market in the next 2-3 years is Trump (presumably referring to his potential policies or actions).

the biggest risk to the Indian stock market for the next two to three years. Trump

Pending

The Indian defense sector is currently overheated and should be avoided for long-term (decade-long) investments.

One sector in India that looks very overheated right now. Um that's a good question. Uh defense. Really with the war situation you're saying defense? Yes. In the in the you talked about a decade experience decade from a decades. Yes. For a couple of years short term.

3 weeks ago Pending

The Indian defense sector is currently overheated and should be avoided for long-term (decade-long) investments.

One sector in India that looks very overheated right now. Um that's a good question. Uh defense. Really with the war situation you're saying defense? Yes. In the in the you talked about a decade experience decade from a decades. Yes. For a couple of years short term.

Pending

The Indian hospitality sector is expected to be very exciting over the next decade.

One sector in the Indian market that is looking really exciting right now for the next decade. Hospitality.

3 weeks ago Pending

The Indian hospitality sector is expected to be very exciting over the next decade.

One sector in the Indian market that is looking really exciting right now for the next decade. Hospitality.

Pending

India's economy will continue to be the fastest-growing big economy in the world, despite potential short-term GDP growth slowdowns due to external factors like war. The current market pain presents a good opportunity to deploy money in Indian equities.

I think India's story is very well intact. I still believe in the India growth story. I think India will do really really well. Uh we might grow at a decreasing rate. For example, let's let's say the war goes on for a couple of uh uh months. Then half a percentage in GDP growth, we might suffer and that's a big amount, right? But we'll still grow. We'll still be the fastest growing the fastest growing big economy of the world. And I think uh uh if you can generate if you can find good sectors and good companies in India uh I don't think so the any place is better than in India currently to be invested in with especially certain valuation with last two years one and a half years really no major return has been made in India. So I think uh we are close to 20p one year forward. So I think uh let's say 5% more for we come to 89. It's a good time to deploy money in India and I think because right now it's painful you're saying deploy more in the current situation. Exactly. When there is fear in the market in the street you have to put in money when it's painful then only you put money

3 weeks ago Pending

India's economy will continue to be the fastest-growing big economy in the world, despite potential short-term GDP growth slowdowns due to external factors like war. The current market pain presents a good opportunity to deploy money in Indian equities.

I think India's story is very well intact. I still believe in the India growth story. I think India will do really really well. Uh we might grow at a decreasing rate. For example, let's let's say the war goes on for a couple of uh uh months. Then half a percentage in GDP growth, we might suffer and that's a big amount, right? But we'll still grow. We'll still be the fastest growing the fastest growing big economy of the world. And I think uh uh if you can generate if you can find good sectors and good companies in India uh I don't think so the any place is better than in India currently to be invested in with especially certain valuation with last two years one and a half years really no major return has been made in India. So I think uh we are close to 20p one year forward. So I think uh let's say 5% more for we come to 89. It's a good time to deploy money in India and I think because right now it's painful you're saying deploy more in the current situation. Exactly. When there is fear in the market in the street you have to put in money when it's painful then only you put money

Pending

Nifty Midcap will outperform Nifty50 over the next 10 years.

If you had to choose Nifty50 or the Nifty Midcap for the next 10 years what will you pick? Nifty midcap every time big just because of the uh time frame that you've given me.

3 weeks ago Pending

Nifty Midcap will outperform Nifty50 over the next 10 years.

If you had to choose Nifty50 or the Nifty Midcap for the next 10 years what will you pick? Nifty midcap every time big just because of the uh time frame that you've given me.

Pending

Future equity returns in India will not consistently deliver 12-15% CAGR.

I think 12 to 15% is what you should target in my opinion but 1250 only will give. No going forward will not give.

3 weeks ago Pending

Future equity returns in India will not consistently deliver 12-15% CAGR.

I think 12 to 15% is what you should target in my opinion but 1250 only will give. No going forward will not give.

Pending

The Indian market is currently in an accumulation phase, which will be followed by a growth phase. Now is a brilliant time to accumulate assets.

Right now we are going through accumulation phase and what will come next? Growth of course you're saying growth will come again. Of course India will grow. So you're saying now is the right time to do accumulation. Brilliant time to accumulate.

3 weeks ago Pending

The Indian market is currently in an accumulation phase, which will be followed by a growth phase. Now is a brilliant time to accumulate assets.

Right now we are going through accumulation phase and what will come next? Growth of course you're saying growth will come again. Of course India will grow. So you're saying now is the right time to do accumulation. Brilliant time to accumulate.

Pending

There will not be a big correction in the Indian market.

I don't see big correction happening in this market.

3 weeks ago Pending

There will not be a big correction in the Indian market.

I don't see big correction happening in this market.

Pending

India will become an international hub for medical tourism.

India will become a international hub for medical tourism

3 weeks ago Pending

India will become an international hub for medical tourism.

India will become a international hub for medical tourism

Pending

The healthcare sector in India will be a big theme for the next 10-20 years.

in my opinion India FMC is a sorry pharmaceut healthcare is a big theme for next 10 20 years.

3 weeks ago Pending

The healthcare sector in India will be a big theme for the next 10-20 years.

in my opinion India FMC is a sorry pharmaceut healthcare is a big theme for next 10 20 years.

Pending

India's market will continue to generate alpha (outperform benchmarks) in the future.

India will remain the land of alpha.

3 weeks ago Pending

India's market will continue to generate alpha (outperform benchmarks) in the future.

India will remain the land of alpha.

Pending

Nifty50 will not give 12% returns going forward.

12th on 50/50 only will give. No going forward will not give.

3 weeks ago Pending

Nifty50 will not give 12% returns going forward.

12th on 50/50 only will give. No going forward will not give.

Pending

Nuclear weapons are unlikely to be used in a global conflict, as no country (except possibly North Korea) is considered crazy enough to deploy them.

also somewhere in our brains world war is nuclear weapons. No I don't think nuclear weapons will come up. Nobody is that crazy. Meaning other than North Korea nobody's crazy enough to use nuclear weapons.

4 weeks ago Pending

Nuclear weapons are unlikely to be used in a global conflict, as no country (except possibly North Korea) is considered crazy enough to deploy them.

also somewhere in our brains world war is nuclear weapons. No I don't think nuclear weapons will come up. Nobody is that crazy. Meaning other than North Korea nobody's crazy enough to use nuclear weapons.

Pending

A Chinese invasion of Taiwan would be the biggest economic shock the world could face in the next decade.

Chinese invasion of Taiwan.

4 weeks ago Pending

A Chinese invasion of Taiwan would be the biggest economic shock the world could face in the next decade.

Chinese invasion of Taiwan.

Pending

The full impact of cutting-edge AI technology is expected to take 40 years to materialize globally, indicating a slower pace of change than often perceived.

So my first claim is that what you see as the hot cutting edge of AI technology that is written about in the New York Times today will take 40 years to fully play out in the world. So things don't change as dramatically.

4 weeks ago Pending

The full impact of cutting-edge AI technology is expected to take 40 years to materialize globally, indicating a slower pace of change than often perceived.

So my first claim is that what you see as the hot cutting edge of AI technology that is written about in the New York Times today will take 40 years to fully play out in the world. So things don't change as dramatically.

Pending

Any current advantage of AI in stock picking will be short-lived (within 3 months) as widespread adoption will eliminate the edge due to market competition.

if today people are doing these experiments and finding that the AI is good at stock picking within 3 months there'll be 50,000 AI traders operating on the market right because it's too good an opportunity and everybody will rush into it and after that the opportunity for stock picking by AI will go away

4 weeks ago Pending

Any current advantage of AI in stock picking will be short-lived (within 3 months) as widespread adoption will eliminate the edge due to market competition.

if today people are doing these experiments and finding that the AI is good at stock picking within 3 months there'll be 50,000 AI traders operating on the market right because it's too good an opportunity and everybody will rush into it and after that the opportunity for stock picking by AI will go away

Pending

The mechanical, rule-based aspects of a wealth advisor's job are fully automatable by AI.

That job in my mind is fully AIable. Okay. Because frankly honestly if you ask me the job of that wealth advisor is really very extremely simple. It is codifiable into a finite set of rules and there is no great creativity there and that part can be done a lot by AI.

4 weeks ago Pending

The mechanical, rule-based aspects of a wealth advisor's job are fully automatable by AI.

That job in my mind is fully AIable. Okay. Because frankly honestly if you ask me the job of that wealth advisor is really very extremely simple. It is codifiable into a finite set of rules and there is no great creativity there and that part can be done a lot by AI.

Pending

Lowering friction and tax rates will lead to significantly faster economic growth in India, ultimately increasing government revenue.

So if the government actually lowers the friction, lowers the rates, the growth can be much faster and eventually government will itself end up making more money.

4 weeks ago Pending

Lowering friction and tax rates will lead to significantly faster economic growth in India, ultimately increasing government revenue.

So if the government actually lowers the friction, lowers the rates, the growth can be much faster and eventually government will itself end up making more money.

Pending

Car penetration will increase in smaller towns and villages across India as wealth grows and percolates down (in the long run, e.g., beyond 2030).

As this growth leads to wealth effect percolating down to smaller towns and cities across the country, we will see you know cars in small towns, small villages everywhere.

1 month ago Pending

Car penetration will increase in smaller towns and villages across India as wealth grows and percolates down (in the long run, e.g., beyond 2030).

As this growth leads to wealth effect percolating down to smaller towns and cities across the country, we will see you know cars in small towns, small villages everywhere.

Pending

India's car penetration will not reach US levels (80%) within the next few decades (e.g., by 2050-2060).

we're not reaching US in the next few decades for sure.

1 month ago Pending

India's car penetration will not reach US levels (80%) within the next few decades (e.g., by 2050-2060).

we're not reaching US in the next few decades for sure.

Pending

Automobiles sector performance to continue to be good in the long run (beyond 2030).

In the long run, we feel it should continue

1 month ago Pending

Automobiles sector performance to continue to be good in the long run (beyond 2030).

In the long run, we feel it should continue

Pending

India's electronics manufacturing sector is expected to expand beyond mobile phones to include PCs and laptops.

The government is now pushing for life beyond mobile phones by manufacturing PCs and laptops into the country. So we are excited about this opportunity.

1 month ago Pending

India's electronics manufacturing sector is expected to expand beyond mobile phones to include PCs and laptops.

The government is now pushing for life beyond mobile phones by manufacturing PCs and laptops into the country. So we are excited about this opportunity.

Pending

The Electronics Manufacturing Services (EMS) sector in India is expected to perform very well.

I think the one sector which can do very well is the EMS space, electronics manufacturing space

1 month ago Pending

The Electronics Manufacturing Services (EMS) sector in India is expected to perform very well.

I think the one sector which can do very well is the EMS space, electronics manufacturing space

Pending

The dollar-based system will not disappear in the near future.

this dollar-based system is not going to go away anytime soon.

1 month ago Pending

The dollar-based system will not disappear in the near future.

this dollar-based system is not going to go away anytime soon.

Pending

The Indian banking and financials sector is expected to perform well.

Today I'm banking on a banking and financials uh as a sector.

2 months ago Pending

The Indian banking and financials sector is expected to perform well.

Today I'm banking on a banking and financials uh as a sector.

Pending

Momentum factor investing is expected to perform well because it has underperformed for the last two years.

Quality plus momentum because momentum has also not worked well in the last two years. It has not performed. So being a contrarian I would lab it up

2 months ago Pending

Momentum factor investing is expected to perform well because it has underperformed for the last two years.

Quality plus momentum because momentum has also not worked well in the last two years. It has not performed. So being a contrarian I would lab it up

Pending

Quality factor investing is expected to perform well because it has underperformed for the last 5 years.

I'm banking on uh quality and momentum. Quality as a factor. Quality of last 5 years has done miserable. I'm a contrarian. So, I'll buy. So, let's look at these three segments.

2 months ago Pending

Quality factor investing is expected to perform well because it has underperformed for the last 5 years.

I'm banking on uh quality and momentum. Quality as a factor. Quality of last 5 years has done miserable. I'm a contrarian. So, I'll buy. So, let's look at these three segments.

Pending

The Indian IT sector is expected to perform well because it has corrected significantly.

Secondly I'm banking on uh it. Indian it cuz it has corrected a lot. It has corrected a lot.

2 months ago Pending

The Indian IT sector is expected to perform well because it has corrected significantly.

Secondly I'm banking on uh it. Indian it cuz it has corrected a lot. It has corrected a lot.

Pending

Gold and silver are in bubble territory and might not sustain their rally, though there is a possibility they could go up another 100%.

Today in my opinion gold and silver are in bubble territory. I may be wrong again. I may tell you they are in bubble and they might go up another 100% from here.

2 months ago Pending

Gold and silver are in bubble territory and might not sustain their rally, though there is a possibility they could go up another 100%.

Today in my opinion gold and silver are in bubble territory. I may be wrong again. I may tell you they are in bubble and they might go up another 100% from here.

Pending

Indian markets will be one of the fastest-growing economies in the world due to its young population and rising income potential (long-term prediction).

I continue to believe that the Indian markets will be one of the fastest growing economies in the world simply because of our young population and the rising income potential of Indians.

2 months ago Pending

Indian markets will be one of the fastest-growing economies in the world due to its young population and rising income potential (long-term prediction).

I continue to believe that the Indian markets will be one of the fastest growing economies in the world simply because of our young population and the rising income potential of Indians.

Pending

AI companies will continue to be used for the next 5-10 years and beyond, indicating long-term relevance and investment potential despite potential short-term market corrections.

all the AI companies that you're using right now, aren't you going to be using them 5 years, 10 years from now? Exactly. Right. So, it's okay if the market corrects by 10 or 20%. But if you believe that they are the future of the world and you're going to continuously keep using them for the rest of your life, then you should be investing in them.

2 months ago Pending

AI companies will continue to be used for the next 5-10 years and beyond, indicating long-term relevance and investment potential despite potential short-term market corrections.

all the AI companies that you're using right now, aren't you going to be using them 5 years, 10 years from now? Exactly. Right. So, it's okay if the market corrects by 10 or 20%. But if you believe that they are the future of the world and you're going to continuously keep using them for the rest of your life, then you should be investing in them.

Pending

The US market is expected to have a 10-20% correction in the near future (within 1 year).

A 10% 20% correction is obviously on the cards, on the horizon for sure, and I expect it.

2 months ago Pending

The US market is expected to have a 10-20% correction in the near future (within 1 year).

A 10% 20% correction is obviously on the cards, on the horizon for sure, and I expect it.

Pending

Indian IT sector to perform well in 2026.

Secondly, I'm banking on Indian IT because it has corrected a lot.

2 months ago Pending

Indian IT sector to perform well in 2026.

Secondly, I'm banking on Indian IT because it has corrected a lot.

Pending

Banking and Financials sector to perform well in 2026.

So today I'm banking on a banking and financials as a sector.

2 months ago Pending

Banking and Financials sector to perform well in 2026.

So today I'm banking on a banking and financials as a sector.

Pending

Market to experience 20% drawdowns in 2025 or 2026.

in 25 26 whenever you get an opportunity of 20% draw downs

2 months ago Pending

Market to experience 20% drawdowns in 2025 or 2026.

in 25 26 whenever you get an opportunity of 20% draw downs

Pending

If markets fall by 20%, it becomes an attractive zone for investment, as historical data suggests markets usually recover within a year after such a sharp fall.

If markets fall 20% tomorrow, what is your first reaction? I'll start putting in money. If it's 20% fall, then it gets into the attractive zone. ... there is enough data to suggest that after a very sharp fall usually markets recover within a year's time.

2 months ago Pending

If markets fall by 20%, it becomes an attractive zone for investment, as historical data suggests markets usually recover within a year after such a sharp fall.

If markets fall 20% tomorrow, what is your first reaction? I'll start putting in money. If it's 20% fall, then it gets into the attractive zone. ... there is enough data to suggest that after a very sharp fall usually markets recover within a year's time.

Pending

The growth rates for the financial sector in India will slow down compared to the last decade, with system-level credit growth expected to be around 12-13%.

The growth rates for the entire sector will certainly come down compared to the last 10 years. ... The system level credit growth is also not growing like I said in mid to high teens. Therefore growth rates one way or the other certain. ... that number is expected to grow at just about 12 13% now.

2 months ago Pending

The growth rates for the financial sector in India will slow down compared to the last decade, with system-level credit growth expected to be around 12-13%.

The growth rates for the entire sector will certainly come down compared to the last 10 years. ... The system level credit growth is also not growing like I said in mid to high teens. Therefore growth rates one way or the other certain. ... that number is expected to grow at just about 12 13% now.

Pending

Coal will reach its peak demand very soon (within the next few years), after which demand will continuously decline as the world shifts away from fossil fuels.

It's a it's a commodity which will uh have a what what do you call as peak demand very soon. The world is shifting away from fossil fuels. number one once it hits its peak then it's when it's at its peak from there the demand will keep going down so who knows we could be at peak demand for coal within the next few years.

2 months ago Pending

Coal will reach its peak demand very soon (within the next few years), after which demand will continuously decline as the world shifts away from fossil fuels.

It's a it's a commodity which will uh have a what what do you call as peak demand very soon. The world is shifting away from fossil fuels. number one once it hits its peak then it's when it's at its peak from there the demand will keep going down so who knows we could be at peak demand for coal within the next few years.

Pending

Healthcare, diagnostics, hospitals, and pharmaceuticals are positive themes in India, with increasing spending trends.

So we are positive on healthcare. We are positive on diagnostics as a theme. Uh we are positive on hospitals. ... And I would say pharmaceutical is also uh uh you know a big opportunity because ... the spend towards pharmaceuticals is also on a rising trend.

2 months ago Pending

Healthcare, diagnostics, hospitals, and pharmaceuticals are positive themes in India, with increasing spending trends.

So we are positive on healthcare. We are positive on diagnostics as a theme. Uh we are positive on hospitals. ... And I would say pharmaceutical is also uh uh you know a big opportunity because ... the spend towards pharmaceuticals is also on a rising trend.

Pending

The automobile sector in India will continue to grow in the long run due to massive underpenetration and wealth effect percolating to smaller towns and cities.

In the long run we feel it should continue because uh let me give you a very interesting statistic. ... India is 2 and a half%. This is a category which is massively underpenetrated. ... As this growth leads to wealth effect percolating down to smaller towns and cities across the country. Uh we will see uh you know cars in small towns, small villages everywhere.

2 months ago Pending

The automobile sector in India will continue to grow in the long run due to massive underpenetration and wealth effect percolating to smaller towns and cities.

In the long run we feel it should continue because uh let me give you a very interesting statistic. ... India is 2 and a half%. This is a category which is massively underpenetrated. ... As this growth leads to wealth effect percolating down to smaller towns and cities across the country. Uh we will see uh you know cars in small towns, small villages everywhere.

Pending

Consumer discretionary sectors will be a sector to watch out for as per capita income increases.

The uh consumerf facing sectors by which I mean a lot of sectors particularly consumer discretionary uh could be uh you know uh the sector to watch out for.

2 months ago Pending

Consumer discretionary sectors will be a sector to watch out for as per capita income increases.

The uh consumerf facing sectors by which I mean a lot of sectors particularly consumer discretionary uh could be uh you know uh the sector to watch out for.

Pending

The Electronics Manufacturing Services (EMS) sector in India will do very well, supported by government incentives (PLI scheme).

The one sector which can do very well is the EMS space, electronics manufacturing uh uh uh uh space. ... Electronics manufacturing is actually a big theme which has wind in its sales also because the government is uh backing it up.

2 months ago Pending

The Electronics Manufacturing Services (EMS) sector in India will do very well, supported by government incentives (PLI scheme).

The one sector which can do very well is the EMS space, electronics manufacturing uh uh uh uh space. ... Electronics manufacturing is actually a big theme which has wind in its sales also because the government is uh backing it up.

Pending

The quick commerce market in India will eventually consolidate to only two or three major players.

Eventually this market will just be two or maximum three players.

2 months ago Pending

The quick commerce market in India will eventually consolidate to only two or three major players.

Eventually this market will just be two or maximum three players.

Pending

India will produce at least a dozen very strong technology platforms, with consumer-facing tech companies performing very well over the next 10-15 years, leading to a couple of dozen success stories from current unicorns.

We are bullish on two things. We are bullish on technology as a theme. It is our belief that like the US India will throw up at least a dozen very strong technology platforms. ... To my mind there obviously will be at least a couple of dozen success stories out of this 110. And obviously this 110 is a is a number as of today is not static. This number will keep growing. So it is basis this framework that has already got developed that I'm very confident. ... consumerf facing tech companies will actually do very very well over the next 10 to 15 years.

2 months ago Pending

India will produce at least a dozen very strong technology platforms, with consumer-facing tech companies performing very well over the next 10-15 years, leading to a couple of dozen success stories from current unicorns.

We are bullish on two things. We are bullish on technology as a theme. It is our belief that like the US India will throw up at least a dozen very strong technology platforms. ... To my mind there obviously will be at least a couple of dozen success stories out of this 110. And obviously this 110 is a is a number as of today is not static. This number will keep growing. So it is basis this framework that has already got developed that I'm very confident. ... consumerf facing tech companies will actually do very very well over the next 10 to 15 years.

Pending

Mid and small cap allocation should be kept at the lowest (10-15%) due to current market expensiveness.

Within equities we are wary of mid and small caps. Therefore, we are saying mid and small cap allocation should be kept at the lowest maybe just about 10 to 15% put together mid and small.

2 months ago Pending

Mid and small cap allocation should be kept at the lowest (10-15%) due to current market expensiveness.

Within equities we are wary of mid and small caps. Therefore, we are saying mid and small cap allocation should be kept at the lowest maybe just about 10 to 15% put together mid and small.

Pending

Most commodities (excluding gold) will not match equity returns over the long term (20-40 years).

There's plenty of data to show that most of the commodities over the last 20, 30, 40 years uh have not been able to match up the returns given by equities. ... So, uh there is no evidence to show that long-term investing in commodities is great.

2 months ago Pending

Most commodities (excluding gold) will not match equity returns over the long term (20-40 years).

There's plenty of data to show that most of the commodities over the last 20, 30, 40 years uh have not been able to match up the returns given by equities. ... So, uh there is no evidence to show that long-term investing in commodities is great.

Pending

Indian equities will convincingly outperform Indian real estate after taxes.

In any case post taxes there is enough and more evidence that Indian equities outperform Indian real estate uh very very convincingly.

2 months ago Pending

Indian equities will convincingly outperform Indian real estate after taxes.

In any case post taxes there is enough and more evidence that Indian equities outperform Indian real estate uh very very convincingly.

Pending

China equities are a tactical, short-term exposure (1-2 years at best) due to cheap valuations but opaque market and policies. Not a long-term play.

China can be a tactical exposure. It's very cheap today. So while US is expensive and therefore we are slightly weary about uh you know how the markets could behave over the next couple of years China is exactly the opposite very cheap right now but you know often times cheap is cheap for a reason there is no comfort in the Chinese market uh the market is opaque their policies are opaque they're not a true democracy they change the rules of the game at their own whims and fancies so I'll not be uh not a long-term player for China you're not a long-term player in China it's an okay short for one to two years you're for at best just about a year uh is what I would say.

2 months ago Pending

China equities are a tactical, short-term exposure (1-2 years at best) due to cheap valuations but opaque market and policies. Not a long-term play.

China can be a tactical exposure. It's very cheap today. So while US is expensive and therefore we are slightly weary about uh you know how the markets could behave over the next couple of years China is exactly the opposite very cheap right now but you know often times cheap is cheap for a reason there is no comfort in the Chinese market uh the market is opaque their policies are opaque they're not a true democracy they change the rules of the game at their own whims and fancies so I'll not be uh not a long-term player for China you're not a long-term player in China it's an okay short for one to two years you're for at best just about a year uh is what I would say.

Pending

Allocate 15-20% of equity exposure to US equities by the end of the third year (from video publish date 2026-03-07, so by end of 2029).

At the end of the third year, you must have 15 to 20% into global equities. And I would say my favorite place for global equities is US.

2 months ago Pending

Allocate 15-20% of equity exposure to US equities by the end of the third year (from video publish date 2026-03-07, so by end of 2029).

At the end of the third year, you must have 15 to 20% into global equities. And I would say my favorite place for global equities is US.

Pending

Gold prices have peaked, and returns from gold over the next 5-10 years will not be strong. Keep gold allocation to 10% as a hedge.

I would have said yes to this provided the gold prices hadn't gone up so significantly. So now you're saying bring it down to 10%. Bring it down 10%. One of the things that we track is the returns by we call it the gold to equity ratio. We look at the returns made by gold over the last 10 years whereas versus the returns made by let's say S&P 500 over the last 10 years. When this ratio becomes one or higher, it just tells you that gold has actually peaked. You can do the same thing by looking at MCX gold versus nifty50. So, uh it is giving us this indication that gold price has moved up very steeply. Possibly gold has peaked. The returns from gold over the next 5 10 years are not going to be that strong.

2 months ago Pending

Gold prices have peaked, and returns from gold over the next 5-10 years will not be strong. Keep gold allocation to 10% as a hedge.

I would have said yes to this provided the gold prices hadn't gone up so significantly. So now you're saying bring it down to 10%. Bring it down 10%. One of the things that we track is the returns by we call it the gold to equity ratio. We look at the returns made by gold over the last 10 years whereas versus the returns made by let's say S&P 500 over the last 10 years. When this ratio becomes one or higher, it just tells you that gold has actually peaked. You can do the same thing by looking at MCX gold versus nifty50. So, uh it is giving us this indication that gold price has moved up very steeply. Possibly gold has peaked. The returns from gold over the next 5 10 years are not going to be that strong.

Pending

Credit risk funds (credit story) will perform well over the next 20-22 months.

what I think we will do well from now up to the next 20-22 months is actually the credit story.

3 months ago Pending

Credit risk funds (credit story) will perform well over the next 20-22 months.

what I think we will do well from now up to the next 20-22 months is actually the credit story.

Pending

If the 'precious metal' theory (demand for commodities) continues in 2026, copper will perform decently well.

if at all the precious metal theory still plays out in 2026 ah probably copper will end up doing decently well.

3 months ago Pending

If the 'precious metal' theory (demand for commodities) continues in 2026, copper will perform decently well.

if at all the precious metal theory still plays out in 2026 ah probably copper will end up doing decently well.

Pending

The positive trend in the defense sector will continue in 2026.

that story should also play out in 2026.

3 months ago Pending

The positive trend in the defense sector will continue in 2026.

that story should also play out in 2026.

Pending

Consumption will increase, leading to higher loan uptake, and banks will continue their positive performance.

So the consumption is going to pick up. So a loan will pick up right which is why banks we hope will continue to do what they did in 202

3 months ago Pending

Consumption will increase, leading to higher loan uptake, and banks will continue their positive performance.

So the consumption is going to pick up. So a loan will pick up right which is why banks we hope will continue to do what they did in 202

Pending

The Indian IT sector will do decently well in 2026.

I think it will do ah decently well which is it.

3 months ago Pending

The Indian IT sector will do decently well in 2026.

I think it will do ah decently well which is it.

Pending

The Indian defense sector will perform very well in 2026.

defense will do very well in 2026.

3 months ago Pending

The Indian defense sector will perform very well in 2026.

defense will do very well in 2026.

Pending

The Indian auto sector will perform very well in 2026.

Autos will do very well in 2026.

3 months ago Pending

The Indian auto sector will perform very well in 2026.

Autos will do very well in 2026.

Pending

The Indian banking and financial services sector will perform very well in 2026.

banking financial services will do very well in 2026.

3 months ago Pending

The Indian banking and financial services sector will perform very well in 2026.

banking financial services will do very well in 2026.

Pending

There will not be a significant upward movement in equities in 2026 that investors would miss out on.

I am not seeing any significant move in equities that you will miss out on if you if you don't invest money in 2026 is the theme that we are playing out.

3 months ago Pending

There will not be a significant upward movement in equities in 2026 that investors would miss out on.

I am not seeing any significant move in equities that you will miss out on if you if you don't invest money in 2026 is the theme that we are playing out.

Pending

2026 will be characterized by large-cap and value investing in India.

I think 2026 is a large cap and value story in my opinion.

3 months ago Pending

2026 will be characterized by large-cap and value investing in India.

I think 2026 is a large cap and value story in my opinion.

Pending

There will not be a significant rally in Indian mid-cap and small-cap equities in 2026.

I don't foresee a runner away rally in a mid cap and a small cap in India

3 months ago Pending

There will not be a significant rally in Indian mid-cap and small-cap equities in 2026.

I don't foresee a runner away rally in a mid cap and a small cap in India

Pending

Indian large-cap equities, specifically those following a value style of investing, will perform well in 2026.

I think 2026 large caps will do well and with in large cap also value style of investing will do very well.

3 months ago Pending

Indian large-cap equities, specifically those following a value style of investing, will perform well in 2026.

I think 2026 large caps will do well and with in large cap also value style of investing will do very well.

Pending

2026 will be a very choppy year for the markets.

You Feel Like 2026 Will Be Very Choppier for the Markets.

3 months ago Pending

2026 will be a very choppy year for the markets.

You Feel Like 2026 Will Be Very Choppier for the Markets.

Pending

The impact of capping Section 54 and 54F exemptions on real estate will be observed in the next 10-20 years.

Now that impact of 54 and 54F getting capped will be seen in the next 10, 15, 20

3 months ago Pending

The impact of capping Section 54 and 54F exemptions on real estate will be observed in the next 10-20 years.

Now that impact of 54 and 54F getting capped will be seen in the next 10, 15, 20

Pending

Gold returns will not be strong over the next 5-10 years.

the returns from gold over the next 5 10 years are not going to be that strong.

1 month ago Pending

Gold returns will not be strong over the next 5-10 years.

the returns from gold over the next 5 10 years are not going to be that strong.

Pending

A flat in the redeveloped building (originally purchased for 15 crores) has the potential to be worth 30-35 crores within the next 5 years.

what would be the cost of the flat in a new building then? 35 crores. A 15 crores trade jumped up to 30 crores. 35 crores. That's the potential in the next 5 years.

1 month ago Pending

A flat in the redeveloped building (originally purchased for 15 crores) has the potential to be worth 30-35 crores within the next 5 years.

what would be the cost of the flat in a new building then? 35 crores. A 15 crores trade jumped up to 30 crores. 35 crores. That's the potential in the next 5 years.

Pending

Spending 12 lakh INR annually on the HSBC Travel One credit card (including bonuses) will yield 80,000 to 100,000 points.

When you spend 12 lakh rupees on this card, counting the joining bonus, counting the milestone benefits, all of that if you add up, you will earn 80,000 to 1 lakh points on this credit card.

1 month ago Pending

Spending 12 lakh INR annually on the HSBC Travel One credit card (including bonuses) will yield 80,000 to 100,000 points.

When you spend 12 lakh rupees on this card, counting the joining bonus, counting the milestone benefits, all of that if you add up, you will earn 80,000 to 1 lakh points on this credit card.

Pending

Prices for regular Mercedes, Audi, BMW, Land Rovers, and Range Rovers will not change significantly in the future, as they are mostly manufactured or assembled in India, apart from minor GST changes.

You're very correct. So your regular Mercedes, Audi and BMW, your Land Rovers, Range Rovers, not at all. They're not going to get changed in prices at all because either they're fully manufactured in India or they're assembled in India most of the times via CKD. So their price is going to remain the same apart from the few changes that happened in GST.

1 month ago Pending

Prices for regular Mercedes, Audi, BMW, Land Rovers, and Range Rovers will not change significantly in the future, as they are mostly manufactured or assembled in India, apart from minor GST changes.

You're very correct. So your regular Mercedes, Audi and BMW, your Land Rovers, Range Rovers, not at all. They're not going to get changed in prices at all because either they're fully manufactured in India or they're assembled in India most of the times via CKD. So their price is going to remain the same apart from the few changes that happened in GST.

Pending

The price of a Bentley Bentayga (currently 5-7 crores) will drop to 4-6 crores within 2 years after the trade agreement is signed. Over the next 5 years, the import duty will drop from 110% to 30%, and in the subsequent 5 years, it will drop from 30% to 10%, potentially bringing the price down to 3-5 crores.

A 5 to 7 Bentega would come down to somewhere between four to six in my opinion. But this will take 2 years. Then over a period of over a period of 5 years that import duty is going to drop from 110% to 10%. So in the first 5 years it's going from 110 to about 30%. And then in the next 5 years from 30 to 10. So that particular uh change is also going to make an impact. So if it's going to be 4 to 6 for the next 5 years, after that it might come down to 3 to 5.

1 month ago Pending

The price of a Bentley Bentayga (currently 5-7 crores) will drop to 4-6 crores within 2 years after the trade agreement is signed. Over the next 5 years, the import duty will drop from 110% to 30%, and in the subsequent 5 years, it will drop from 30% to 10%, potentially bringing the price down to 3-5 crores.

A 5 to 7 Bentega would come down to somewhere between four to six in my opinion. But this will take 2 years. Then over a period of over a period of 5 years that import duty is going to drop from 110% to 10%. So in the first 5 years it's going from 110 to about 30%. And then in the next 5 years from 30 to 10. So that particular uh change is also going to make an impact. So if it's going to be 4 to 6 for the next 5 years, after that it might come down to 3 to 5.

Pending

Gold will not be a good investment in 2026 as it has already had its rally.

gold it's always had it's already had its rally here I mean you see retail investors coming in now there's no point

2 months ago Pending

Gold will not be a good investment in 2026 as it has already had its rally.

gold it's always had it's already had its rally here I mean you see retail investors coming in now there's no point

Pending

Land in certain pockets of Mumbai will get costlier.

Land is only going to get costlier in certain pockets of Mumbai.

2 months ago Pending

Land in certain pockets of Mumbai will get costlier.

Land is only going to get costlier in certain pockets of Mumbai.

Pending

A 15 crore property in Juhu will double to 30-35 crores in the next 5 years due to redevelopment.

this building will eventually go to redouble the 15 crores straight jumped up to 30 crores 35 crores that's the potential in the next 5 years

2 months ago Pending

A 15 crore property in Juhu will double to 30-35 crores in the next 5 years due to redevelopment.

this building will eventually go to redouble the 15 crores straight jumped up to 30 crores 35 crores that's the potential in the next 5 years

Pending

The growth trend for the small cap sector is expected to continue into 2026 and potentially beyond.

we expect this growth trend to continue

2 months ago Pending

The growth trend for the small cap sector is expected to continue into 2026 and potentially beyond.

we expect this growth trend to continue

Pending

The speaker is cautious about the defense sector due to high valuations as of March 2026.

At this present juncture given where the valuations are we are cautious.

1 month ago Pending

The speaker is cautious about the defense sector due to high valuations as of March 2026.

At this present juncture given where the valuations are we are cautious.

Pending

If government defense spending remains muted in a given year (e.g., 2026), it will negatively impact defense companies.

in years when you know the government says that our spend on defense this year will remain muted. It will be a bloody blow for them.

1 month ago Pending

If government defense spending remains muted in a given year (e.g., 2026), it will negatively impact defense companies.

in years when you know the government says that our spend on defense this year will remain muted. It will be a bloody blow for them.

Pending

An investment of 5 lakh rupees in an index fund with 15% annual returns will grow to 80 lakh rupees after 20 years.

Throw five lakhs in an index fund for 20 years. 15% returns. Don't touch, do nothing. 20 years later today, I would have had 80 lakh rupees by not even working.

1 month ago Pending

An investment of 5 lakh rupees in an index fund with 15% annual returns will grow to 80 lakh rupees after 20 years.

Throw five lakhs in an index fund for 20 years. 15% returns. Don't touch, do nothing. 20 years later today, I would have had 80 lakh rupees by not even working.

Pending

Indian stock market's one-year forward P/E will reach 13-15 in the close future, offering a good value proposition.

any anytime close to around 13 14 15p forward earnings one year forward is a very good value proposition for India and always India gave significant returns from that point. So I think that will come somewhere in the close future.

1 month ago Pending

Indian stock market's one-year forward P/E will reach 13-15 in the close future, offering a good value proposition.

any anytime close to around 13 14 15p forward earnings one year forward is a very good value proposition for India and always India gave significant returns from that point. So I think that will come somewhere in the close future.

Pending

Markets will be very rangebound for another quarter, likely until May-June 2026.

my uh uh take is right now probably uh for another quarter maybe till around May June we'll have very rangebound markets

1 month ago Pending

Markets will be very rangebound for another quarter, likely until May-June 2026.

my uh uh take is right now probably uh for another quarter maybe till around May June we'll have very rangebound markets

Pending

USD/INR exchange rate to be 95+ if crude oil sustains above $120 for three months (by July 2026).

if the crude sustains above $120 for three more months, you are in that territory of 95 plus.

1 month ago Pending

USD/INR exchange rate to be 95+ if crude oil sustains above $120 for three months (by July 2026).

if the crude sustains above $120 for three more months, you are in that territory of 95 plus.

Pending

Inflation in India will increase in the next 18-24 months due to increased market liquidity.

in the next 1 to two years all signs are telling me that there is more liquidity liquity being injected into the market. Now when there is more liquidity and the number of assets is the same or the number of goods is the same it's inflation. ... So you're saying inflation is going to increase now. Absolutely. ... happen in the next 18 to 24 months inflation will go up.

3 months ago Pending

Inflation in India will increase in the next 18-24 months due to increased market liquidity.

in the next 1 to two years all signs are telling me that there is more liquidity liquity being injected into the market. Now when there is more liquidity and the number of assets is the same or the number of goods is the same it's inflation. ... So you're saying inflation is going to increase now. Absolutely. ... happen in the next 18 to 24 months inflation will go up.

Pending

Krishna Diagnostics' earnings could triple in the next 3 years.

Can Krishna be 3x of their current profit? Yes. They'll probably be 3x of their earnings could be 3x.

3 months ago Pending

Krishna Diagnostics' earnings could triple in the next 3 years.

Can Krishna be 3x of their current profit? Yes. They'll probably be 3x of their earnings could be 3x.

Pending

By 2030, India will have the highest number of cancer patients globally, becoming the cancer capital of the world.

By 2030 India will be the cancer capital of the world. We have the highest number of cancer patients.

3 months ago Pending

By 2030, India will have the highest number of cancer patients globally, becoming the cancer capital of the world.

By 2030 India will be the cancer capital of the world. We have the highest number of cancer patients.

Pending

Hospitals in India have significant growth potential due to underpenetration, even if capacity increases 5-10 times.

And I think hospitals even if the capacity pentuples or countiples we still have a lot of scope for growth because we are just so underpenetrated.

3 months ago Pending

Hospitals in India have significant growth potential due to underpenetration, even if capacity increases 5-10 times.

And I think hospitals even if the capacity pentuples or countiples we still have a lot of scope for growth because we are just so underpenetrated.

Pending

NBFCs and MFIs will generate very good returns for the next 3-4 years.

So for the next three four years even this pocket will give you very good returns.

3 months ago Pending

NBFCs and MFIs will generate very good returns for the next 3-4 years.

So for the next three four years even this pocket will give you very good returns.

Pending

Indian households will enter a credit upcycle, benefiting NBFCs and MFIs.

So the Indian households will again go through a credit upcycle. When they do the retailers make the most amount of money because of the last mile and that's what the NBFCs and MFIs are.

3 months ago Pending

Indian households will enter a credit upcycle, benefiting NBFCs and MFIs.

So the Indian households will again go through a credit upcycle. When they do the retailers make the most amount of money because of the last mile and that's what the NBFCs and MFIs are.

Pending

India's healthcare sector will continue to grow faster than other sectors for the next 40-50 years.

A pocket which is growing faster, has been doing so for the past decade, will do so for the next four to five decades, is available at half the valuation of pockets which are going to grow slower and are very very expensive.

3 months ago Pending

India's healthcare sector will continue to grow faster than other sectors for the next 40-50 years.

A pocket which is growing faster, has been doing so for the past decade, will do so for the next four to five decades, is available at half the valuation of pockets which are going to grow slower and are very very expensive.

Pending

The US dollar's dominance is ending, and it will continue to lose value, leading to a currency debasement. Gold and silver will protect against this.

I feel dollar has had its time right 50 years of dominance 1973 Brettton Woods being abolished by President Nixon. Right. To to date dollar has had a fantastic run. They have exported inflation to every country by printing dollars. Correct? But now their time is over. ... So that'll keep continuing happening. Obviously I can't trust the US now.

3 months ago Pending

The US dollar's dominance is ending, and it will continue to lose value, leading to a currency debasement. Gold and silver will protect against this.

I feel dollar has had its time right 50 years of dominance 1973 Brettton Woods being abolished by President Nixon. Right. To to date dollar has had a fantastic run. They have exported inflation to every country by printing dollars. Correct? But now their time is over. ... So that'll keep continuing happening. Obviously I can't trust the US now.

Pending

A Dubai property valued at 1.5 million AED could increase by 20% to 1.8 million AED in the next 2 years.

if this property just increases 20% over the next 2 years it goes from 1.5 to 1.8 then you would have made a gain of 300,000 dham on on your equity invested of 300,000 dirham. So 100%

4 months ago Pending

A Dubai property valued at 1.5 million AED could increase by 20% to 1.8 million AED in the next 2 years.

if this property just increases 20% over the next 2 years it goes from 1.5 to 1.8 then you would have made a gain of 300,000 dham on on your equity invested of 300,000 dirham. So 100%

Pending

A good Dubai property can appreciate by 40-50% in the two years leading up to handover.

if you invest in a good property, it can gain 40 to 50% on the overall price on the last two years itself. In the last 2 years at least 40%, it will increase.

4 months ago Pending

A good Dubai property can appreciate by 40-50% in the two years leading up to handover.

if you invest in a good property, it can gain 40 to 50% on the overall price on the last two years itself. In the last 2 years at least 40%, it will increase.

Pending

A well-chosen off-plan property in Dubai can gain 50-60% in value over the 4-year construction period, resulting in an IRR of 10-15% due to scattered payments.

if you invest in the right property, it'll it'll uh gain 50 60% over this time frame. And because you've made these scattered payments, right, it's not very difficult to get let's say 10 to 12% uh annual rate of uh return through this 10 to 15% you could

4 months ago Pending

A well-chosen off-plan property in Dubai can gain 50-60% in value over the 4-year construction period, resulting in an IRR of 10-15% due to scattered payments.

if you invest in the right property, it'll it'll uh gain 50 60% over this time frame. And because you've made these scattered payments, right, it's not very difficult to get let's say 10 to 12% uh annual rate of uh return through this 10 to 15% you could

Pending

Dubai real estate returns, when converted to INR, can reach 18-19%.

if I convert that into INR it becomes up to 18 to 19% as well

4 months ago Pending

Dubai real estate returns, when converted to INR, can reach 18-19%.

if I convert that into INR it becomes up to 18 to 19% as well

Pending

Dubai real estate can generate 15-16% capital appreciation (in AED terms).

generating 15 to 16% capital appreciation is possible here

4 months ago Pending

Dubai real estate can generate 15-16% capital appreciation (in AED terms).

generating 15 to 16% capital appreciation is possible here

Pending

Dubai's population is projected to double from 4 million to 8 million in the next 15 years.

it's projected that over the coming 15 years it'll grow from 4 million to it can reach up to 8 million almost doubling the population

4 months ago Pending

Dubai's population is projected to double from 4 million to 8 million in the next 15 years.

it's projected that over the coming 15 years it'll grow from 4 million to it can reach up to 8 million almost doubling the population

Pending