ilmscore | 2024- What to expect? Ft. Nithin Kamath, Karthik Rangappa, Vishal Jain, Radhika Gupta, Rajiv Thakkar

2024- What to expect? Ft. Nithin Kamath, Karthik Rangappa, Vishal Jain, Radhika Gupta, Rajiv Thakkar

Published: 2024-01-01
Status: Analyzed

Predictions from this Video

Total: 4
Correct: 4
Incorrect: 0
Pending: 0
Prediction
Topic
Status
Equity markets, especially small and midcaps, will not replicate the strong performance and momentum of 2023 in 2024, and investors should anticipate volatility and corrections.
"you won't always have the runs of the recent past"
Equity Market Performance
Correct
In 2024, companies prioritizing growth over profitability and unit economics are likely to experience cash crunches and difficulties in securing new funding. Private company valuations, previously inflated by low interest rates, are expected to undergo a 'reality check'.
"companies which are only focused on growth and who are not focused on profitability and unit economics May face a cash Crunch and may not be able to raise fresh resources to uh keep going also the valuations that have gone up based on very very low interest rates those could face a reality check especially in the private space"
Corporate Valuations & Funding
Correct
In 2024, growth-focused companies lacking profitability and strong unit economics are predicted to face a cash crunch and difficulty raising funds.
"when I look at the forthcoming year 20 2 4 I think one of the themes that could play out is that companies which are only focused on growth and who are not focused on profitability and unit economics May face a cash Crunch and may not be able to raise fresh resources to uh keep going"
Company Funding & Profitability
Correct
In 2024, company valuations, especially in the private space, that increased due to low interest rates are predicted to face a reality check, aligning with the prevailing cost of capital.
"Also the valuations that have gone up based on very very low interest rates those could face a reality check especially in the private space uh where uh people have to align the uh valuations of the companies with the prevailing cost of capital"
Company Valuations
Correct