ilmscore | How much allocation should you have in gold ft Alok Jain - Weekend Investing

How much allocation should you have in gold ft Alok Jain - Weekend Investing

Published: 2025-03-23
Status: Analyzed

Predictions from this Video

Total: 7
Correct: 0
Incorrect: 0
Pending: 7
Prediction
Topic
Status
Given Nifty's 4-5 months of continuous decline (pre-March 2025), there's a very low historical probability that the sixth consecutive month (March/April 2025) will also be negative.
"Nifty had fallen continuously for four to five months and historically it has been seen that there is a very low probability that the sixth month will also be red."
NIFTY
Pending
The gold bull rally (started 2016-17) is expected to last another 3-4 years (from video publication in March 2025), potentially reaching $5000-$6000 per ounce.
"this rally has started recently from 2016-17, which may last for the next three-four years and we may reach $5000, $000, so there is a possibility"
Gold
Pending
Interest rates are observed to be trending upwards, akin to the regime seen in the 1970s and 1980s.
"Now this new regime change seems to be happening that interest rates are now seen going upwards, which used to happen in the 70s and 80s"
Interest Rates
Pending
Small and mid-cap stocks might have already bottomed out a few days prior to the recording (March 2025) and could reach a reasonable high within the next two months (by May 2025).
"It is very possible that the three-four Five days ago, we made a bottom. It might be the same bottom. And we'll see after two months that the same bottom was there two months ago. And we're again at some reasonable high."
Indian Stock Market
Pending
Over the next 10 years (2025-2035), Indian stocks might underperform, while real estate could continue to generate positive returns.
"it is possible that for the next 10 years, stocks may not run, only real estate may continue to run."
Investment Returns Comparison (India)
Pending
Significant urbanization in India will lead to an unprecedented and enormous demand for housing in urban areas.
"All the rural population is going to become urban... how much housing will be required in urban areas. It is next to impossible to even think about it."
Real Estate (Housing Demand in India)
Pending
Long-term (10+ years) Compound Annual Growth Rate (CAGR) expectations for Indian equities are 12-13% for large-caps and 15-16% for both mid-caps and small-caps.
"if you get 121 from large-caps, 15-16 from mid-caps and 15-16 from small-caps in the long term, then it is very good. I think this should be the right expectation."
Indian Stock Market Returns
Pending