ilmscore | Fund Manager's Insights on Multibaggers, Gold and EVs | CA Rachana Ranade

Fund Manager's Insights on Multibaggers, Gold and EVs | CA Rachana Ranade

Published: 2024-05-03
Status: Available | Analyzed

Predictions from this Video

Total: 10
Correct: 0
Incorrect: 0
Pending: 10
Unrated: 0
Prediction
Topic
Status
Companies like Apple and Tesla entering India for assembly will eventually lead to localization of production and development of the auto industry over a 4-5 year period.
"if you get these high profile guys in the beginning they might be only doing assembly but four five years later they have to at least localize some production uh and that is how the Auto industry in Chennai and all these places got developed but in the beginning it was import only screwdriver whatever we call it so from that angle it was good"
EV Sector in India
Pending
The global EV industry is predicted to be a massive money loser collectively due to increased competition and billions spent on new car development without an increase in sales units.
"so it is a big picture massive money loser collectively for the world"
Global EV Industry
Pending
Geopolitical tensions and diversification away from the US dollar may drive demand for gold from countries like China. However, with interest rates at 5%, gold is not expected to perform well as investors can get returns from the dollar.
"new Russian money, new Chinese money new Iranian money but all these guys will want to buy gold, particularly China forget about others and therefore indirectly anybody who feels here we should not put all our eggs in the US basket absolutely but there was one negative which because I never thought about it but was normally when interest rates are 5% gold is not supposed to go up because 5% you're getting for the dollar, I would think now don't buy it"
Gold as an Investment
Pending
The QSR (Quick Service Restaurant) sector is expected to recover over time as part of normal consumer cycle fluctuations, driven by the young demographic.
"this this thing shall recover with time I hope because there is young people consumer consumer all that so I don't think this is like something which has been disrupted it is okay it's part of up and down of a consumer cycle."
QSR Sector in India
Pending
Long-term market returns are expected to average around 14-15% per annum in rupee terms, and investors should not expect to consistently achieve 25-30% returns.
"the longer period the returns fall to around for the market fall to around 14-15% per annum in rupee terms and all these guys think that you can make 25-30%, they cannot and they will not"
Long-term Investment Returns
Pending
Multibagger stocks cannot be identified in advance, as even company management may not know which stocks will achieve such significant growth.
"you can get every multibagger but you will not know in advance that it is a multibagger because the managements also don't know that it is a multibagger so you will not know it is a multibagger"
Identifying Multibaggers
Pending
Microsoft's stock has grown 10 times, from $300 billion to $3 trillion, between 2014 and the time of the interview.
"from 2014 to now the stock is up 10 times, it used to be 300 billion now it is 3 trillion"
Microsoft Stock Performance
Pending
The speaker has owned HDFC Bank personally and in their fund since 1995, indicating a long-term positive view on the stock.
"by the way HDFC Bank also I own since 1995 and my story came in the book also called bank for the puck and from that day I owned it personally also and the fund has always had it"
HDFC Bank as an Investment
Pending
Several banks like Global Trust Bank, Centurion Bank, Bank of Punjab, and Times Bank failed or significantly declined, highlighting the risk in the banking sector historically.
"Global Trust bank has gone to zero, there was Centurion Bank not gone to zero but it fell to four rupees or something, there was Bank of Punjab fell to zero, there was Times bank which got taken over by HDFC bank"
Investment in Banks (Historical)
Pending
Kotak Bank started as a broker before becoming a bank in 2000.
"Kotak Bank in 2000 was not a bank he was a broker"
Investment in Kotak Bank
Pending