ilmscore | How to invest smartly for the next 10 years? ft. Sandeep Tandon | Ab India Karega Groww

How to invest smartly for the next 10 years? ft. Sandeep Tandon | Ab India Karega Groww

Published: 2024-08-24
Status: Available | Analyzed

Predictions from this Video

Total: 10
Correct: 0
Incorrect: 0
Pending: 10
Unrated: 0
Prediction
Topic
Status
India is predicted to be a dominant economic power for the next decade, and potentially the next half-century.
"this decade belongs to India maybe half century belongs to India"
India's Economic Future
Pending
The easy gains in the banking sector are considered over due to a global decline in leverage-based economies. The next decade's thesis will focus on manufacturing and infrastructure instead.
"the easy phase of banking is over because leverage economy as a concept globally is declining and the relevance and banking is a byproduct of liage economy as a concept that's the reason we are relatively more cautious and hence we feel that it boom which we have seen or the banking returns which we have seen the next decade thesis is all about manufacturing and infra"
Banking Sector Performance
Pending
India is expected to re-emerge as a significant market player around the end of 2025 or early 2026, coinciding with potential underperformance or consolidation in global markets.
"maybe by end of 2025 or beginning of 2026 that's a time when Global Market for whatever reason start underperforming or consolidating then India reemerges again"
India's Global Market Position
Pending
The investment thesis for the next decade will heavily focus on the manufacturing and infrastructure sectors.
"the next decade thesis is all about manufacturing and infra"
Manufacturing and Infrastructure Sectors
Pending
There is significant opportunity present within the small-cap segment of the stock market.
"there is extraordinary opportunity in small cap"
Small Cap Stocks
Pending
The speaker is more constructive on small-cap stocks compared to mid-cap stocks due to the unique nature of the small-cap basket.
"we remain very constructive more on the small cap versus midcap because the the basket itself is very unique"
Small Cap vs. Mid Cap Stocks
Pending
Retail investors have an opportunity in very small companies (micro-caps) because larger investment houses may overlook them.
"definitely there's opportunity for you because lot many bigger houses will not look into it"
Retail Investor Opportunity in Micro Caps
Pending
Quant AMC employs a dynamic money management style, rejecting static factor-based or smart beta approaches, which are deemed to have failed globally.
"we practice a very Dynamic style of money management all Factor based smart beta whatever terminology you can use these are all static allocations... this product has failed globally"
Quant's Investment Strategy
Pending
Quant AMC practices a 'Quantamental' investment style, blending various data points for better decision-making.
"we believe we are practitioner of quental style of money management we blend all these data points together"
Quant's Investment Strategy
Pending
Quant AMC's success is attributed to scalable processes and a strong team, rather than an over-reliance on a single individual.
"it's all about processes we have build is very very scalable it's not about one"
Quant AMC's Scalability and Team
Pending