ilmscore | What Smart Investors Do When Markets Crash : Risk Management Explained Ft. @Akshatzayn | FWS 87

What Smart Investors Do When Markets Crash : Risk Management Explained Ft. @Akshatzayn | FWS 87

Published: 2025-12-30
Status: Available | Analyzed

Predictions from this Video

Total: 10
Correct: 4
Incorrect: 2
Pending: 4
Unrated: 0
Prediction
Topic
Status
UAE real estate developers like Emaar are considered good investments due to reasonable PE ratios (around 10 in this context) and exceptional performance.
"So it's not a bad idea to pick and look at developers or some companies in UAE which are doing exceptional work. They trade at very reasonable PE, right? The last I checked, EMAR's P was roughly around 101, right?"
UAE Real Estate Investment
Incorrect
UAE stocks offer opportunities and are considered a 'hidden gem' compared to Indian stocks which trade at higher P multiples.
"And if you compare a comparable company in India, it could at least be trading at 3540p. So yeah, so I mean there are multiple such opportunities in UAE's market. It's just that this is a hidden gem, right? In a way, right?"
UAE Stock Market
Pending
European companies like LVMH, ASML, and Sanofi (implied by 'pharma company') are good hedges against other assets.
"So it's more as a hedge right that's the type of companies are very different no nodes is again like a very renowned player pharma company right so that is there mask all those companies are there"
European Equities as Hedge
Correct
ASML is a key supplier of lithographic machines essential for manufacturing advanced chips, supplying companies like TSMC and Nvidia.
"ASML manufactures lithographic machines on which uh Okay, media chips kind of are made, right? So they supply to TSMC, Nvidia, all those other bunch of players. So that is where the"
ASML
Correct
The speaker is willing to increase their crypto allocation from 5-6% up to 10%.
"Right. But I'm okay taking it up to 10%. Right. For example, you ask me that hey how are you thinking about the crypto market right now?"
Bitcoin Investment Allocation
Pending
Bitcoin's unique selling proposition is its mathematically proven fixed supply, which is rare compared to other assets like gold.
"So, Bitcoin is a fixed supply asset and the primary USB of Bitcoin is that there are not many mathematically proven or rather any mathematically proven fixed supply asset in the world, right?"
Bitcoin as a Fixed Supply Asset
Pending
Dubai offers a 6-7% tax-free rental yield on residential properties, making it a cash flow market.
"So this is a cash flow market. So you make like uh rent um almost 6 7% is not very complicated to make. In that taxree."
Dubai Rental Income
Correct
The speaker believes the real estate market is in its 5th or 6th year and is waiting for interest rates to fall and the cycle to bottom out, noting that price corrections are rare, but stagnation or time correction is more likely.
"So I think we are in year five or six, right? Um now I would wait for a to a the interest rate going down and c uh for the bottoming of the cycle. Now I'm not saying that price correction will happen because price correction rarely happens on real estate, right?"
Real Estate Market Cycle
Pending
The minimum investment for the hedge fund is $500,000, with plans to increase it to $1 million for the next round.
"so it's uh when I started out it was half a million dollars right the next round yeah so when I'll raise the next round it will be a million dollars"
Hedge Fund Investment
Correct
Bitcoin reached $125,000, yielding significant profits for investors who held it through corrections.
"and held Bitcoin up until a couple of months ago when it hit 125K, then also you would have made 80 90% or close to 100% profits on that without buying any single dip."
Bitcoin to $125k
Incorrect