Where to Invest NEXT: A Clear Sector Guide for Beginners & Advanced Investors ft. Anirudh Naha FWS81

"this is a segment which we believe uh a large part of the competitive pain is uh getting over. We are going through the worst of cycle and hopefully in the next three years the cycle comes back."

"our belief is uh the IT industry might not be a super growth area but it will be a far stable growth good balance sheet good cash flows you'll make dividends so this sector accepting for some outliers probably will still be able to grow at 14 16%."

"QSR. Okay, that's an interesting segment. companies have invested you know things they've stocks have got bombed out in the last two three years uh because of food delivery companies they've done they have taken but I think where they have come to in terms of valuations visav is where probably over the next 3 years earnings can play out"

"mind you the next year is when you have the uh pay commission revision also coming for the government employees and they form a reasonable portion of uh consumption. ... We see discretionary consumption starting to come back and probably in some of those segments probably it could turn out to be very very interesting."

"I've been advocating gold and silver for some time and it's been more than a year. So probably the first thing is where do we create enough safety in that sense probably gold and silver would take up 20 25% of the portfolio right now right now."

"commodities should start doing well. Okay. So, countries which are more uh focused on um where you have commodity based companies whether it is combo or eur copper, uranium, gold, silver miners, China good with so you would have Brazil, South America probably okay those are some countries."

"China is something that we like for tech and the farmer side which is how it's evolving. So we like that segment"

"We believe India the size of you know uh the wealth effect of gold uh the salary increases etc. Plus if you take a 5 10 year view I think the if the as the per capita GDP moves up you will have consumption doing very well"

"Brazil is probably very cheap. Okay, it's extremely cheap and it is cheap because it's part of being, you know, it's largely a commoditydriven economy. You can take South America per se, oil and gas, commodities, etc. ... So you say that is a good investment in today's time. Yes. That is something that because it's focus on commodities and anything else anything. And the valions are cheap."

"China specific to that tech and healthcare sector ... But 1 to2 years, you're saying because the valuation itself is so low. Absolutely. And your earnings are higher. You're getting a 20 at an index level, you're getting 20 to 24% earnings growth."

"if you ask me to take a view on India in the next 10 or 15 years segments which not short-term let's forget if someone really wants to build wealth over the next 5 10 15 years I think consumption healthare okay we are still a young population just think of it 20 years down the line as we start aging how big healthcare can be."

"We believe defense, tech etc. will also come through in the next four five years."

"One country where we would uh be a little cautious about is the US. ... can the markets go down 10 15% or 20%. Can there be a correction out there? I think so yes and if the US corrects I think the world will also correct to a certain extent plus minus."

"Our our favorite segment where we would like to focus on in that full value chain which is unlist on the non-banking financial would be wealth management companies. ... I think that's a segment which we believe will do very well."

"I think that phase will come through within India also they start early and the growth can be immense because Hong Kong went through its own per capita GDP uh hockey stick impact we believe the next five seven years India will see that"