Why Trump’s Tariffs Shook India’s Markets & How Modi Turned Russian Oil Into Profit | Shashank Udupa
Published: 2025-09-20
Status:
Available
|
Analyzed
Published: 2025-09-20
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 29
Prediction
Topic
Status
Gold is predicted to outperform the Nifty 80% of the time when the market goes below the 200-day moving average.
"Eight out of 10 times, gold has outperformed the nifty."
Incorrect
US defense companies are expected to be the primary beneficiaries of global conflicts.
"The biggest profiteer from that war has always been US companies because they have the defense companies."
Correct
BRICS nations are developing a new currency, which could impact the global financial system.
"The bricks currency."
Correct
A 10% shift in global trade away from the US dollar could lead to a collapse of the US financial system.
"if we even move 10% of the global trade away from dollars that whole printing money and getting away with it will start crumbling will start the house of cards will start falling down"
Pending
The US is heavily reliant on outsourced manufacturing, even for critical components like semiconductor chips, with potential geopolitical implications.
"apart from the tech part which is the max 7 everything is outsourced right what even your AMD and Nvidia chips are not made in US it's made in Taiwan"
Correct
China possesses significant leverage through its control over rare earth materials, capable of disrupting global supply chains.
"China does literally everything. They just said rare earth materials stop. The whole world came to a standstill"
Correct
The Indian stock market has experienced a period of 0% return due to geopolitical factors and shifting investor sentiment.
"now with the ddollarization coming in um that's when all of this happened and I don't know if you want to get into it but the whole Russian oil tariff you remember India getting Russian oil tariffs there's a nice story to that basically India kept buying oil from Russia"
Incorrect
India is actively shifting its economic focus from IT dependence towards manufacturing to drive growth.
"so that is why India is now focusing on manufacturing so much like in the last 5 years our manufacturing has gone like crazy and we're moving away from IT dependence a lot"
Correct
The Indian stock market, across all cap segments, was considered supremely overvalued in 2024.
"most of the companies were supremely overvalued most of it anywhere large cap midcap small cap overvalued"
Correct
The Indian government implemented measures to stimulate company profitability by reducing loan interest rates.
"Then the government realized that this is a problem. So we need to make the companies make more money. How do you do that? You reduce the interest rate on the loan, which is also what they did."
Correct
A GST rate cut in India is anticipated to boost consumption, with potential revenue loss offset by increased volume or income from crude oil sales.
"The fourth thing that they did which was a high time kind of a thing. Yes, the government of India will lose money by you know reducing the GST rates but the volume should either cover up or our Russian crude oil which is now generating 94,000 crores is going to cover up this income."
Pending
Reductions in Long-Term Capital Gains (LTCG) and Short-Term Capital Gains (STCG) taxes in India are expected to attract Foreign Institutional Investors (FIs) back into the market.
"the LTCG STCG which is the long-term capital gains and short-term capital gains that they raised a very big amount they raised it to right 20% STCG 12.5 on the LTCG that also now needs to reduce why so that the FIS can start coming back in and pumping money"
Incorrect
India is pursuing an aggressive export strategy, diversifying its trade partners to reduce reliance on single markets.
"we are now aggressively dealing with multiple countries to start exporting to them because now we realized we cannot sit in one place."
Correct
The US is reducing its defense spending and withdrawing troops from Australia, potentially due to shifting geopolitical priorities.
"They have deployments in Australia. So Australia has one of the biggest US deployments because it's the closest to Taiwan. If there's anything happens they can actually do but now the defense spending of US is actually going down, right? They're reducing it. They're pulling back troops."
Incorrect
A Hyderabad-based CDMO pharma company experienced an 81% stock return in the last 12 months, with profits growing by 200% each quarter, indicating strong performance in the sector.
"We looked at what company would do well and there was one company Hyderabad based company. They were at 25 27,000 cr market cap. Okay. They were a darling of the stock market in 2020. ... This is a Hyderabad based CDMO pharma company 25,000 cr company. Yeah. Right. So that company has given 81% return as of today in the last 12 months. ... Last three quarters their profit after tax has grown by 200% each."
Pending
The Indian defense sector is identified as a growth area, unaffected by US-centric geopolitical issues, and is expected to see money rotation into it.
"So these are not linked to real estate in India is not linked. It chemical and all of that are all linked. So there are few sectors right now. What happens like just like me there are a lot of smart guys who know this it's called sector rotation so the money starts moving into non USbased sectors"
Correct
The Indian healthcare sector (including hospitals and diagnostics) is identified as a growth area, unaffected by US-centric geopolitical issues.
"So these are not linked to real estate in India is not linked. It chemical and all of that are all linked. So there are few sectors right now. What happens like just like me there are a lot of smart guys who know this it's called sector rotation so the money starts moving into non USbased sectors"
Correct
The Indian alcohol industry is expected to perform well, as it is not linked to US geopolitical issues.
"Alcohol, what US has nothing to do with us, has everything to do with Goa and other states, right? So that is where you have to start moving your portfolio into"
Correct
The Indian EV automobile sector has demonstrated strong performance over the past 12 months and is expected to continue its growth.
"EV automobile entire sector is doing really well and it's continuing to do from the last 12 months not like I'm talking right now and it's doing well Right So last 12 months is doing well."
Correct
A major Indian hospital chain is poised for significant growth due to its expanding pharmacy and digital consultation businesses, with plans to demerge these segments.
"one of the largest hospital chains in India. Only 50% of the revenue comes from hospitals. Remaining 50% is coming from pharmacy business and online digital consultation. ... And they're planning to de merge that business. So that's a huge opportunity coming in."
Correct
The Indian alcohol market is shifting, with vodka emerging as the fastest-growing segment, supplanting whiskey consumption.
"Last 5 10 years ago, people in India were very heavy whiskey drinkers. Now with Gen Z and a lot of things changing, do you know that the whiskey drinking capacity of 60% was there in India? Now it's come down to 39%. Beer is at 33%. And vodka has become the fastest growing market."
Correct
The transition from Internal Combustion Engine (ICE) vehicles to Electric Vehicles (EVs) in India is strongly favored due to high petrol prices and increasing costs of E20 fuels.
"I am very bullish on the IC to EV which is your petrol diesel to EV. I think everything's put on a platter for this game to happen. Petrol price is alltime high. E20 got screwed up. I mean it's also expensive. You have to move to EV."
Correct
The Indian EV ecosystem offers opportunities in smaller component suppliers with high EBITDA margins (e.g., 20%), such as manufacturers of emblems and decorative plastics.
"Who's supplying to Maruti? Who's supplying to Bajage? Who's supplying to this? And then we started looking at very small guys right these are all players sitting in 10,000 cr market cap 5,000 cr market cap guys guys small caps and we started seeing who's providing seats to Maruti who's providing those door visors to Marauti there we found one weird gem he makes emblems and decorative plastics inside your XCV and all of that sitting at 20% 20% ebita margin"
Pending
AMD is predicted to reach $400-$500 within the next few years.
"AMD was what I was very bullish on. I took it at $108. It was it's at 160 today. Uh I'm still happy about it and I think it'll go to 400 500 in the next few years"
Pending
Several US tech companies, particularly in the AI sector, are projected to reach trillion-dollar market capitalizations.
"A long way to go to 1 trillion right and it'll go eventually. The way I see future of AI it'll go."
Correct
Robinhood is experiencing growth due to increased retail investor participation in the US market.
"Robin Hood's doing really well. It's the same uh trend that's happening. People are investing more. Retail audience is coming into the US market much more now."
Correct
Quantitative and technical investing strategies are characterized by short-term plays and momentum strategies, requiring quicker entry and exit.
"Quant and technical are more short-term driven plays, momentum strategies, short-term plays, invest and get out faster."
Correct
Quantitative investing is a significant strategy in the US but has yet to gain widespread adoption in India, which remains predominantly focused on fundamental investing.
"Quant is a very big thing. ... in India it's not come yet India we have predominantly been fundamental investors and everything has a different style"
Correct
Quantitative investing firms may underperform during market downturns but are expected to outperform significantly during bull markets.
"Quant firms didn't do well [in September to now] but that's okay and when the bull market comes they will again outperform everyone."
Pending
Commercial real estate offers a rental yield of 7-8% with annual escalations of 5-10%, creating a flywheel effect.
"the re yield on that is 7 8%. Uh and there's a flywheel that gets created. ... the 8% has a 5 to 10% escalation. Every year it goes up."
Incorrect
Both gold and silver are performing well as investments, with silver also benefiting from demand in the solar industry.
"Gold is fine. I have both. ... both are precious metals, gold, silver doing well and also silver is used a lot in solar, right? So that also has come out that the raw materials are required there."
Correct
A strategy to manage portfolio risk involves shifting 40-50% into gold or liquid funds when the Nifty falls below its 200-day moving average, and returning to 100% equity when it crosses back above.
"The minute Nifty breaks 200 day moving average. Go into at least 40 50% gold or liquid liquid fund. So when the Nifty goes up above 200 day moving average, you're okay. You're invested. Okay."
Correct
Despite claims of an AI bubble, leading US semiconductor companies like Nvidia, AMD, and Broadcom have seen 500-600% growth over the past two years.
"AI being a bubble, Nvidia, AMD, few other companies, Broadcom and all of them, they've been saying this for the last 2 years. By the way, in last 2 years they've gone up 500 600%."
Incorrect
The speaker restricts US stock investments to the top 100 companies listed on the NASDAQ 100 index.
"I only invest in NASDAQ 100. I don't go below NASDAQ 100. It's my rule, personal rule. Only top 100 companies of US is what I invest in."
Correct
AMD stock is projected to reach $400-$500 in the next few years.
"AMD was what I was very bullish on. I took it at $108. It was it's at 160 today. Uh I'm still happy about it and I think it'll go to 400 500 in the next few years"
Pending
Meta's fundamentals are considered beautiful due to its diversified social media presence, ensuring continued revenue generation as long as users engage with platforms like Instagram and YouTube.
"Meta is unrelated to anything that can happen because they have they're so diversified in social media as long as me and you are on Instagram and YouTube they'll be making money and they are their fundamentals are beautiful right"
Correct
Google's fundamentals are strong, and its stock has recovered and is performing well after an initial dip due to concerns about ChatGPT impacting search engine usage.
"Google's fundamentals are beautiful right that also had a problem chat GVD came in people are not using search engines it fell down now the stock is back up flying"
Correct
Robinhood is experiencing positive results due to increased retail investor activity in the US market, with consistent good performance over the last three to four quarters.
"Robin Hood's doing really well. It's the same uh trend that's happening. People are investing more. Retail audience is coming into the US market much more now. So, Robin Hood is showing good results. It's not like it's just hab right three four quarters are doing well."
Correct
Momentum-based investment strategies have historically outperformed the Nifty index, generating an alpha of approximately 6-7% over longer durations.
"momentum index has beat Nifty over a longer period duration. Yeah, I think around 6 7% alpha."
Pending
Quantitative investing is a major strategy in the US but has not yet gained traction in India, which primarily relies on fundamental investing.
"Quant is very big. ... in India it's not come yet India we have predominantly been fundamental investors and everything has a different style"
Correct
Quantitative investing is predicted to become a dominant strategy in India as it removes emotion and focuses solely on mathematical analysis.
"But I believe quant will be damn big in India. Today nobody talks about it but when you remove the emotion out of investing Just look at the mathematics"
Correct
Quantitative investing has been a significant strategy in the US since 2008 and remains a major approach today.
"in US quant is a very big thing we know this from a very long time since 2008 quant has been there in US and today quant is a very big strategy in US"
Correct
The Indian stock market has exhibited distinct phases, with metals and low-volatility stocks performing well recently, momentum driving returns from 2021-2022, and quality stocks gaining prominence during the Russia-Ukraine war.
"last one year has been the day of metals, let's say gold and silver has done well. We call it low volatility stocks, right? Or whatever assets. Now 21 to 22 was momentum. Then we had again quality stocks coming in during the Russia Ukraine war."
Pending
The market cycles through phases: momentum excels in bull runs, quality and value stocks are favored during downturns, and gold performs best in flat markets.
"market has a bull run where you have momentum that works the best. ... Then the bull market fades a little bit. ... Now, when we are in this market where it's flat, the best performing asset was gold."
Correct
US tariffs on India are intended to influence specific sectors, and the alcohol industry is identified as one less linked to the US, particularly with changing consumer trends.
"the whole reason why US wanted to put sanctions on India was to say that what are you saying? If you had to choose one or two sectors in India which are not linked to US at all, what would those sectors be? Alcohol now with Gen Z and a lot of things changing."
Pending
The Indian stock market experienced a strong bull run from 2022 to 2024 but has yielded 0% returns in the 12 months leading up to the current date.
"2022 2024 we had an amazing bull run and now if I go back 12 months to right now the market has given exactly a grand total of 0.0% 0% return."
Incorrect
The US economy is facing a significant debt bubble, leading to mounting interest payments.
"US kind of screwed up on their entire economy from a very long time and we knew this this debt bubble was creating in US right they have to pay so much amount of interest that billions and billions of dollars just in interest and this was mounting mounting mounting"
Correct
The US national debt is estimated to be nearly $30 trillion.
"and I think today that debt is almost $30 trillion"
Incorrect
The US national debt is approximately ten times the size of India's entire GDP.
"India's entire GDP is 4 trillion 3 trillion so 10 times of India's GDP is the US debt"
Correct
US 30-year bonds currently offer around 4.8-4.9% interest, attracting investment to fund the US economy.
"when these bonds these US bonds what is a bond right US comes and says 4% 30-year bond that they have which is around 4.9 4.8 date today. So they're like you can come and invest in this 30-year bond and US will give you an interest of 4 point and we take that money, US takes that money and grows their economy kind of a thing."
Correct
Historically, Japan and China have been major holders of US Treasury bonds, with China being the largest.
"mostly was Japan used to hold bonds treasury bonds of US. China used to hold China was the biggest bond holder of US."
Correct
The US allegedly prints more money to pay off its debt, which is seen as a form of cheating as loans are taken in its own currency and repaid with devalued money.
"the problem happens when US starts printing more money to pay this debt yes and that is like cheating because it's like you are taking loans in your own currency and then to pay back that money you're printing more money"
Pending
The high demand for the US dollar allows the US to print money, and US companies, particularly defense contractors, are major profiteers from global conflicts.
"only US has because the demand for dollar is so high and whenever there is You know whenever there's a war the biggest profiter from that war has always been US companies"
Correct
US defense companies are generating significant revenue, estimated at $6-10 billion, from aid and money transfers related to the Ukraine war.
"I think almost 6 to10 billion of aid or money transfer has been happening with these defense companies in US so that's $10 billion of revenue coming because of the war"
Correct
China and Russia have initiated a de-dollarization movement, recognizing limitations in the current global financial system.
"Now the problem came in where China and Russia realized that this was a ceiling that they've hit right and that is when they started creating this dolization"
Correct
China's manufacturing dominance and control over rare earth materials grant it significant global influence, capable of causing worldwide disruptions.
"China does literally everything. They just said rare earth materials stop. The whole world came to a standstill"
Correct
India prioritizes its national security and energy resources, opting for cheaper oil sources like Russian crude over more expensive options from the US.
"We have to look at our national security and our energy resources. Why would India want to buy expensive oil from US? If I'm getting it at a cheaper, we will buy a cheaper rate."
Correct
The US is withdrawing troops for internal security and recognizing the unsustainability of its previous dollar-printing policies.
"They're reducing it. They're pulling back troops. I think this came out 2 weeks ago that they're pulling back troops back to us for their own u you know internal security and they've realized that we can't now print dollars like this and just throw it all across the world"
Incorrect
Trade in non-dollar denominated currencies has begun in Eastern markets.
"the east it has started they're doing trades in non-d dollar denominated currencies"
Correct
India is shifting its foreign exchange reserves from USD to gold to mitigate risks associated with the dollar's performance.
"India had a very big amount of forex reserves in USD. So, if USD does bad, India's money actually goes away. Now, we have shifted to buying gold. I think this month we have shifted to buying gold."
Correct
India is reducing its dependence on the IT sector, although it may still experience some impact.
"we're moving away from IT dependence a lot but yes it'll take a hit eventually"
Correct
India's manufacturing sector has experienced significant growth over the past five years.
"in the last 5 years our manufacturing has gone like crazy"
Correct
The economic bubble created by increased money supply led to significant overvaluation and froth in most Indian companies.
"that also created that extra amount of bubble and froth in the economy where most of the companies were supremely overvalued"
Correct
Domestic Institutional Investors (DIIs) now hold more equity in India than Foreign Institutional Investors (FIs), and mutual funds are maintaining a cash reserve of 10-15%.
"DIIS hold more than FIS in India. ... that is a shift that has happened after so many years that DII holdings, mutual funds in India are holding more stake in India and still sitting on cash of 10 15%."
Correct
The introduction of a 12 lakh income tax slab in India did not lead to a significant increase in consumer spending.
"First the 12 lakh income tax lab. Huh? Income tax lab came in. So that spending will start. Did spending start? No, it did not start."
Correct
Indian IT companies and other businesses were not reporting strong earnings.
"at the same time your IT companies in India were not doing well. All companies were not reporting good earnings."
Incorrect
Significant layoffs, affecting 15,000-18,000 individuals, occurred in major Indian IT companies like TCS and Infosys.
"We remember the layoffs that were happening in TCS and Infosys. Huge layoffs. 15,000 people, 18,000."
Incorrect
Private companies in India are hesitant to undertake capital expenditure (capex) due to economic uncertainty, such as potential 50% tariffs.
"companies did not take the money and they did not do private capex why now if I'm a private company and I want to put like a new manufacturing plant and then suddenly you say tariff is 50%. I am I obviously I'm going to get scared. I'm not going to like do the capeex right now."
Incorrect
The Indian government injected 90,000 crores into banks, directing them to lend at lower interest rates.
"they said told all the banks, we will put 90,000 crores, that was that RBI, OMO injection it was called. They put 90,000 crores into all the banks and said lend at lower rates."
Correct
A reduction in long-term and short-term capital gains taxes is seen as a crucial step to attract Foreign Institutional Investors (FIs) back into the Indian market.
"long-term capital gains and short-term capital gains that they raised a very big amount they raised it to right 20% STCG 12.5 on the LTCG that also now needs to reduce why so that the FIS can start coming back in and pumping money that is the last step in my opinion"
Incorrect
India's stock market is at a standstill with 0% returns because Foreign Institutional Investors (FIs) are hesitant to invest aggressively until geopolitical issues normalize and the US focuses on internal problems.
"FIS cannot invest because until this thing is not normalized and he starts focusing on his own internal problems versus external problems, FIS will not invest aggressively in emerging markets. DIS are still fine. Hence, today India is at a standstill. 0% return is because of this."
Incorrect
Despite the overall 0% return in the Indian stock market, there are specific sectors or pockets experiencing growth.
"even though India has been like zero there are growth in pockets I would not say there are no growth there is definitely growth in pockets"
Correct
An effective investment strategy involves shifting capital into sectors that are not directly linked to or negatively impacted by US-based geopolitical issues.
"so the money starts moving into non USbased sectors"
Correct
Individual investors have an advantage over fund managers due to their ability to perform sector rotation more quickly and efficiently with smaller capital allocations.
"fund manager with 10,000 crores to do this sector rotation as quickly and efficiently as you. Yes. Right. Because you're managing your own personal money at a much smaller scale."
Pending
The Parag Parikh Flexi Cap Fund has significantly outperformed the index over the past 12 months, gaining substantial recognition.
"only one fund that has significantly beat the index. only one fund like that has done really well which is the parak parak fund that is why it's become so famous in the last 12 months"
Correct
In September 2024, the Parag Parikh Flexi Cap Fund adopted an aggressive strategy of moving into cash due to perceived market overvaluation.
"September 2024 they took an aggressive call and said market is overvalued we are not seeing comfort anywhere we are going in cash now what does cash mean going into cash as in we're not investing aggressively"
Correct
Leading holdings in the Parag Parikh fund, such as HDFC Bank and AEL, along with the telecom sector, are not directly linked to US economic issues.
"if you look at parags top holdings they would be HDFC Bank nothing to do with US AEL nothing to do with US so telecom and banking has nothing to do with US"
Correct
The Indian telecom sector is implementing tariff hikes, with an additional increase expected in December, impacting consumer costs.
"both of them are doing tariff hikes I think December they have one more tariff hike you're paying 100 rupees extra 50 rupees extra dopy monopoly whatever"
Correct
During periods of prolonged market downturns, it's advisable to accept potential losses and reallocate the portfolio to new growth areas, as demonstrated by a shift in January after a September-December decline.
"we realize that this is going to become a long-term issue. You take whatever loss you have on your portfolio at that point. If it has fallen from September to November, December around Jan is when we shifted the portfolio into new new age stuff."
Pending
Company earnings are considered the most reliable indicator of performance, serving as a report card for the business.
"First earnings is the best answer to everything. It's your report card."
Pending
Companies demonstrating quarterly year-on-year profit growth exceeding 15-20% are noteworthy, especially in a challenging market environment.
"if a company has grown from last quarter to this quarter, something is there right in this bad market also. If somebody's growing even better and if you look at the screener data when we looked at all of it, very few companies had proper growth. I'm talking about growth above 15 20%. Quarter toquarter growth: Like this quarter to last year's quarter, I grew by 15%."
Correct
The Contract Development and Manufacturing Organization (CDMO) segment within the Indian pharmaceutical sector is of interest, and despite potential US tariffs, India's dependence on this sector provides a degree of protection.
"We looked at pharma right in pharma a lot of people are talking about CDMO right lot of people are talking about CDMO and US also spoke about pharma tariffs in Jan but we knew that US is so dependent on India that it's not going to be easily done"
Correct
A specific Hyderabad-based CDMO pharma company, with a market capitalization of 25,000 crore, has delivered an 81% return in the past 12 months.
"this is a Hyderabad based CDMO pharma company 25,000 cr company. ... that company has given 81% return as of today in the last 12 months."
Pending
A particular Indian pharma company has achieved a remarkable 200% profit after tax growth for three consecutive quarters.
"Last three quarters their profit after tax has grown by 200% each. Like 200% 200% 200%. Every quarter."
Incorrect
A specific Indian pharmaceutical company significantly increased its capital expenditure (capex) from 2,600 crore to 4,100 crore over three years.
"the factory the fixed assets okay the capacity that they had went from 2,600 crores to 4,100 crores in 3 years. So they did a lot of capeex"
Unrated
An investment made at ₹25,000 in a specific pharma stock has doubled to ₹48,000, and the investor maintains conviction for continued growth over the next two to three quarters.
"we took a bet at 25,000 and we still have it right now right we took a bet at 25,000 today it is at 48,000 000 and we have not sold a single share of that and I still believe another two to three quarters definitely might might play out"
Pending
A prudent investment strategy limits the allocation to any single stock to a maximum of 10% of the total portfolio.
"we will not put more than 10% of our entire portfolio. ... in that stock"
Correct
Late investor Rakesh Jhunjhunwala famously allocated over 50% of his portfolio to Titan Company due to his strong conviction.
"Titan made up more than half of his portfolio, right? 50% of his portfolio because he continued to kept having conviction"
Correct
Many new investors focus on short-term gains (e.g., booking a 50% profit on ₹1 lakh) rather than adopting a long-term compounding investment approach.
"their dad also had started investing about a year back and the way they looked at investing in the stock market is not from a long-term compounding they're like okay I put one lakh rupees one lakh became 1.5 lakh rupees oh let's just book this 50,000 rupees profit"
Correct
Titan Company experienced significant drawdowns of at least 40%, four to five times, during its long-term growth trajectory.
"Titan in its run from where he invested at 200 cr market cap to where it is now it has gone down at least 40% four to five times in that history."
Correct
Bajaj Finance offered substantial returns (3-4x), but many retail investors exited early, missing out on the potential for 40x returns.
"Bajaj Finance was the fastest grower. Very few people actually had Bajash Finance. 200 3 3x 4x you will walk out You will not sit for the 40x"
Correct
For absolute beginners, a recommended investment allocation is 75% in mutual funds and 25% in active stock investing.
"75% mutual funds and 25% active investing. If you're absolute beginner, you don't"
Pending
The 75% allocation to mutual funds acts as a recovery mechanism for beginners who may err in their 25% active stock investing allocation.
"Because even if you screw up that entire 25% portfolio, that 75% will recover it for you. That is the logic, right?"
Pending
It is recommended for beginners to start with a 75%-25% allocation (mutual funds to active investing) and maintain this ratio even as they gain experience.
"Start with 7525. Get some profit then let that 25% skew over to 50. Even today, I would still say 7525 is the best for a beginner."
Pending
A 75%-25% allocation (mutual funds to active investing) allows the mutual fund portion to offset potential losses in the active investing part, aiding beginners' recovery.
"It's okay. Even if you screw up that entire 25% portfolio, that 75% will recover it for you. That is the logic, right? The fund managers are doing a good job and you'll get your money. Start with 7525. Get some profit then let that 25% skew over to 50."
Pending
It's acknowledged that beginners in active stock investing will likely experience losses, but the mutual fund portion of their portfolio is designed to mitigate these setbacks.
"It's okay. Even if you screw up that entire 25% portfolio, that 75% will recover it for you. That is the logic, right? The fund managers are doing a good job and you'll get your money. Start with 7525. Get some profit then let that 25% skew over to 50."
Pending
Beginners can allocate approximately ₹10,000 per month to direct stock investing, acknowledging that losses are part of the process and winning all the time is rare.
"around 10,000 rupees can go into direct stock investing. Got it. It's okay. Even if because you will lose man. It is very rare that you will win all the time in the stock market. You will lose."
Pending
In a rapidly changing market, adhering to a single investment philosophy or principle is not advisable.
"the market itself is changing so much you can't sit with one philosophy and principle"
Correct
Prior to 2020, a 'one-size-fits-all' investment approach based on a single principle or framework was effective in the Indian market.
"till 2020 this worked. sit with one principle, one framework, one idea and that one idea, one size fit all was working, right?"
Correct
A crucial aspect of successful investing is accurately identifying the current market phase to enable appropriate sector allocation and achieve benchmark-beating returns.
"How do I know what phase of the market we are in so that I can properly do the sector allocation and actually get those returns that I want compared to the benchmark."
Pending
It's a misconception that investors can consistently time the market by catching tops and bottoms; it's acceptable not to know these exact points.
"you can never catch the top and never catch the bottom. This is a misconception. People think they can never you can do it. So it's okay to not know."
Correct
A risk management strategy involves shifting to 40-50% gold or liquid funds when the Nifty falls below its 200-day moving average, and returning to full equity investment when it crosses back above.
"The minute Nifty breaks 200 day moving average. Go into at least 40 50% gold or liquid liquid fund. So when the Nifty goes up above 200 day moving average, you're okay. You're invested. Okay. When it breaks that 200 day moving average down and nothing happens good below 200 day moving average."
Pending
On January 9th, 2025, the Nifty broke its 200-day moving average, indicating a potential shift to a more conservative asset allocation of 50% equity, 25% gold, and 25% cash.
"Jan 9th Nifty broke 200 day moving average. 2025 Jan 9th Nifty broke 200 day moving average. If you had just changed your portfolio from 100% equity that 25% of your portfolio instead of 100% equity you do 50% equity, 25% gold, 25% cash."
Correct
Investors should consider increasing equity allocation only after the Nifty crosses back above its 200-day moving average, which occurred in May-June.
"And when did that come above the index again? It came only in May June that we came above 200 day moving average in May June. Buy only after that."
Correct
Investors often exhibit inflated confidence during market highs and need to adjust their mindset to accept mistakes, take losses, and move on.
"when the market was high, you are the king. You are Warren Buffett point 2.0 in your head. So, that is something people need to change. It's okay to be wrong. Take the hit, take the profit, loss, move on."
Correct
Despite warnings of an AI bubble, US semiconductor stocks have surged 500-600% in the last two years, indicating strong momentum.
"in last 2 years they've gone up 500 600%. If I listen to that, I would not make 500 600%. Let it happen. Let the price tell me that yes, I'm in a bubble."
Incorrect
While acknowledging the overvaluation of the AI sector, the momentum suggests continued upward movement, making it difficult to predict a bubble burst.
"I agree that it is overvalued but bahab bhagwanchi it's going up even I think 2 three days ago it's right now in momentum"
Correct
If a tech company's earnings report is poor and signals a saturation point, a 20% exit strategy might be considered, although a significant prior gain could still result in a substantial hit.
"If Nvidia's report card comes horrible and they are coming out with a statement and saying you know what I think this is our saturation point the stock price will go down by 20%. Take an exit but you've gone up 550% and then you've taken 20% exit. You'll obviously take a bigger hit because you've gone up 550%."
Pending
The speaker's personal investment rule is to exclusively invest in the top 100 companies within the NASDAQ 100 index in the US.
"I only invest in NASDAQ 100. I don't go below NASDAQ 100. It's my rule, personal rule. Only top 100 companies of US is what I invest in."
Pending
AMD, currently valued at $200-290 billion, is projected to reach a trillion-dollar market cap in the coming years, driven by the AI boom.
"I think it'll go to 400 500 in the next few years because the way I look at it a lot of companies are coming into the trillion dollar market cap uh mark right now. AMD is at I think 200 250 290 billion or something. A long way to go to 1 trillion right and it'll go eventually."
Pending
The growth of Robinhood is attributed to the increasing participation of retail investors in the US market.
"Robin Hood's doing really well. It's the same uh trend that's happening. People are investing more. Retail audience is coming into the US market much more now."
Correct
Quantitative investing (quant) operates robotically by removing all emotion from the investment process.
"quant is just a mix of removes the entire emotion out of investing. Absolutely robotic"
Correct
Fund managers employ various rebalancing frequencies for quant strategies, ranging from weekly to semi-annually.
"There are fund managers doing weekly, monthly, bi-weekly, quarterly and semiannually also."
Correct
Quant strategies require continuous adaptation and upgrading of parameters to remain effective as market dynamics shift.
"quant changes according to the market and your quant system today can do really well for 3 months. Market changes a switch your quant will fail for the next 9 months. So you have to again upgrade your quant and change it according the parameters have to change."
Correct
Fundamental investing offers potential for asymmetrical, long-term returns (10x-15x), while quant and technical strategies are typically short-term plays.
"fundamental gives you Asymmetrical returns means I can stay in for longer, stay for 4, 5 years, make 10x, 15x and walk out, right? Quant and technical are more short-term driven plays."
Pending
Commercial real estate in the US offers rental yields of 7-8% and is utilized by wealthy individuals to generate passive income and build wealth.
"the re yield on that is 7 8%. Uh and there's a flywheel that gets created. Uh so this is what the rich people actually do, right?"
Incorrect
Real estate appreciation, in addition to rental income, contributes to wealth creation over time, allowing for the development of multiple assets.
"It is also growing in the last 2 years. So over time I can make four five different assets"
Unrated
Wealthy individuals often acquire commercial real estate through company accounts to potentially minimize tax liabilities.
"they do it all of this via a company account so that I don't pay tax"
Correct
Rental yields on commercial properties are expected to increase by 5-10% annually.
"But that 8% has a 5 to 10% escalation. Every year it goes up."
Pending
Demand for silver is increasing due to its use in solar energy production.
"silver is also used a lot in solar, right? So that also has come out that the raw materials are required there."
Correct
A leading Indian hospital chain derives 50% of its revenue from its pharmacy and online digital consultation businesses, in addition to hospital services.
"One of the largest hospital chains in India. Only 50% of the revenue comes from hospitals. Remaining 50% is coming from pharmacy business and online digital consultation."
Pending
Vodka has emerged as the fastest-growing segment in the Indian alcohol market.
"And vodka has become the fastest growing market."
Correct
The entire Indian EV ecosystem is experiencing growth, with opportunities extending beyond major manufacturers to component suppliers.
"Ecosystem is benefiting like a lot of people look at EV and say okay Tata Mahindra Marauti Baj this that we said that is there everyone knows this and you're playing with the best analysts in the in the country right we went one step ahead."
Correct
Identifying investment opportunities within the Indian EV sector involves looking beyond major players to smaller component suppliers with market capitalizations in the 5,000-10,000 crore range.
"Who's supplying to Maruti? Who's supplying to Bajage? Who's supplying to this? And then we started looking at very small guys right these are all players sitting in 10,000 cr market cap 5,000 cr market cap guys guys small caps"
Pending
A specific small-cap company supplying emblems and decorative plastics for EVs boasts a remarkable 20% EBITDA margin, significantly higher than industry peers.
"he makes emblems and decorative plastics inside your XCV and all of that sitting at 20% 20% ebita margin"
Pending
The increasing demand for EVs and the expansion of manufacturing capacity suggest a continued growth trajectory for the Indian EV market.
"New capacity is coming out very soon. And when this whole shift of IC to EV and EV cars are looking so beautiful"
Correct
The Indian stock market provided 0% returns in the 12 months leading up to September 2024.
"2022 2024 we had an amazing bull run and now if I go back 12 months to right now the market has given exactly a grand total of 0.0% 0% return."
Incorrect
Foreign institutional investors began moving out of India in September 2024, contributing to the stock market decline.
"When you mean macro economic, you'll talk about the geopolitical geopolitical world stuff. Yeah. So I think somewhere around September was when we started seeing the decline. September 2024 we started seeing the decline in the stock market and that was mainly because FIS which was foreign institutional investors were moving out of India they were taking their dollars and going out"
Correct
Donald Trump's intention was for investors to invest in US bonds, but this did not materialize, and investors shifted to gold.
"Donald Trump actually wanted this where people come and invest in the US bond and all of that but that didn't happen and people started going into gold."
Incorrect
Central banks began purchasing significant amounts of gold following China's resistance.
"China fought back and that's when central bank started buying a lot of gold at that time."
Correct
The US debt reached approximately $30 trillion.
"And that is climbing up and I think today that debt is almost $30 trillion"
Incorrect
The US offers a 4% interest rate on its 30-year bonds, while India's emerging market bonds have a slightly higher yield. This mechanism contributes to the increasing US debt.
"So they have like you can come and invest in this 30-year bond and US will give you an interest of 4 point and we take that money, US takes that money and grows their economy kind of a thing. India's bond is slightly more because we're emerging market. So that is how the debt keeps increasing."
Correct
US defense companies generated $6-10 billion in revenue due to aid and money transfers related to the Ukraine war.
"I think almost 6 to10 billion of aid or money transfer has been happening with these defense companies in US so that's $10 billion of revenue coming because of the war"
Pending
The USD to INR exchange rate has moved from 40-50 rupees to 80 rupees.
"Our USD INR was what 40 50 rupees. Now it's at 80 rupees."
Correct
Emerging markets, when taking loans in USD, end up paying back more due to INR depreciation against the appreciating dollar.
"Now when I have to pay back I'm actually paying back more right because for me the INR rupee what I'm generating from my GDP it keeps depreciating because of the dollar appreciating that way."
Correct
BRICS nations are exploring the creation of a new common currency.
"The bricks currency."
Correct
China possesses significant leverage due to its control over rare earth materials, capable of halting global supply chains.
"China does literally everything. They just said rare earth materials stop. The whole world came to a standstill"
Incorrect
50% of the crude oil processed at India's Jamnagar facility is now sourced from Russia.
"Today 50% of the Russian crude is coming in 50% of the crude oil in Jamnagar is from Russian oil."
Correct
India has become the largest supplier of diesel to Ukraine in the preceding month.
"In fact, I think last month there was a data that came out that we are the highest diesel suppliers to Ukraine right now."
Correct
The US is reducing defense spending and withdrawing troops from Australia, despite its strategic location near Taiwan.
"They have deployments in Australia. So Australia has one of the biggest US deployments because it's the closest to Taiwan. If there's anything happens they can actually do but now the defense spending of US is actually going down, right? They're reducing it. They're pulling back troops."
Incorrect
Trade in non-dollar denominated currencies has begun in Eastern markets.
"The east it has started they're doing trades in non-d dollar denominated currencies"
Correct
India has started purchasing oil from Russia using Indian Rupees (INR).
"I think India started buying oil from Russia using INR right"
Correct
India is shifting its foreign exchange reserves from USD to gold due to concerns about USD performance.
"India has just started buying now because India had a very big amount of forex reserves in USD. So, if USD does bad, India's money actually goes away. Now, we have shifted to buying gold."
Correct
India's manufacturing sector has experienced significant growth in the past five years.
"So that is why India is now focusing on manufacturing so much like in the last 5 years our manufacturing has gone like crazy"
Correct
Most companies in India, across all market capitalizations, were considered overvalued by 2024.
"most of the companies were supremely overvalued most of it anywhere large cap midcap small cap overvalued"
Correct
A significant portion of Indian mutual funds are still holding cash, even in the current market.
"even today most of the DIIS which is like mutual fund mutual fund companies like it's your money but with mutual funds right most of them are still in cash even today."
Correct
The introduction of a new income tax slab for 12 lakh rupees was intended to stimulate spending.
"First the 12 lakh income tax lab came in. So that spending will start."
Pending
Significant layoffs occurred in Indian IT companies like TCS and Infosys, affecting 15,000 to 18,000 employees.
"We remember the layoffs that were happening in TCS and Infosys. Huge layoffs. 15,000 people, 18,000."
Incorrect
The RBI injected 90,000 crores into banks, instructing them to lend at lower interest rates.
"So they said told all the banks, we will put 90,000 crores, that was that RBI, OMO injection it was called. They put 90,000 crores into all the banks and said lend at lower rates."
Correct
A reduction in GST rates was implemented in India, with the expectation that increased sales volume or revenue from Russian crude oil would offset the government's loss.
"The fourth thing that they did which was a high time kind of a thing. Yes, the government of India will lose money by you know reducing the GST rates but the volume should either cover up or our Russian crude oil which is now generating 94,000 crores is going to cover up this income."
Pending
The speaker suggests that India's Long-Term Capital Gains (LTCG) and Short-Term Capital Gains (STCG) taxes, which were previously raised, may need to be reduced.
"the LTCG STCG which is the long-term capital gains and short-term capital gains that they raised a very big amount they raised it to right 20% STCG 12.5 on the LTCG that also now needs to reduce"
Correct
The UK-India Free Trade Agreement was established to counteract issues arising from US trade policies.
"there was a deal of UK and India called the UK FT free trade agreement. So that was done mainly to offset this US uh issue"
Incorrect
Identifying Indian sectors with minimal linkage to the US is crucial for investment strategy.
"If you had to choose one or two sectors in India which are not linked to US at all, what would those sectors be?"
Pending
The defense sector is identified as a potential investment area in India due to its lack of US linkage.
"defense yes"
Correct
The hospital sector is considered a viable investment option in India due to its independence from US economic ties.
"Hospitals. Yes."
Correct
The real estate sector in India is not directly linked to the US economy.
"Real estate in India is not linked."
Correct
Investment strategies should involve rotating into sectors that are not US-dependent.
"so the money starts moving into non USbased sectors"
Correct
The Contract Development and Manufacturing Organization (CDMO) segment within the Indian pharmaceutical sector is performing well, and US dependence on India provides a buffer against potential tariffs.
"We looked at pharma right in pharma a lot of people are talking about CDMO right lot of people are talking about CDMO and US also spoke about pharma tariffs in Jan but we knew that US is so dependent on India that it's not going to be easily done"
Correct
A Hyderabad-based pharmaceutical CDMO company with a market capitalization of 25,000 crore INR has delivered an 81% return in the past 12 months.
"this Hyderabad based CDMO pharma company 25,000 cr company. Yeah. Right. So that company has given 81% return as of today in the last 12 months."
Incorrect
A specific Indian pharmaceutical company has achieved 200% profit after tax growth for the last three consecutive quarters.
"Last three quarters their profit after tax has grown by 200% each. Like 200% 200% 200%."
Pending
A certain company significantly increased its fixed assets and capacity from 2,600 crore INR to 4,100 crore INR over three years, indicating substantial capital expenditure.
"their factory the fixed assets okay the capacity that they had went from 2,600 crores to 4,100 crores in 3 years. So they did a lot of capeex"
Pending
The defense sector is recommended as an investment in India.
"defence yes"
Correct
The hospital and diagnostics sectors, along with the telecom sector, are identified as growing areas for investment in India.
"Hospitals. Yes. uh hospitals and diagnostics and whatever that is right you have the telecom sector beautiful and growing"
Correct
The entire EV and automobile sector in India has been performing strongly for the past 12 months.
"our cars EV EV automobile entire sector is doing really well and it's continuing to do from the last 12 months not like I'm talking right now and it's doing well"
Correct
The Indian alcohol market has seen a shift, with whiskey consumption decreasing from 60% to 39% and vodka emerging as the fastest-growing segment.
"Last 5 10 years ago, people in India were very heavy whiskey drinkers. Now with Gen Z and a lot of things changing, do you know that the whiskey drinking capacity of 60% was there in India? Now it's come down to 39%. Beer is at 33%. And vodka has become the fastest growing market."
Pending
The transition from Internal Combustion Engine (ICE) vehicles to Electric Vehicles (EVs) in India is strongly supported by current market conditions.
"I am very bullish on the IC to EV which is your petrol diesel to EV. I think everything's put on a platter for this game to happen."
Correct
Investment opportunities exist in small-cap companies supplying components to major Indian auto manufacturers like Maruti and Bajaj, specifically those providing emblems and decorative plastics with high EBITA margins (20%).
"Who's supplying to Marauti? Who's supplying to Bajage? Who's supplying to this? And then we started looking at very small guys right these are all players sitting in 10,000 cr market cap 5,000 cr market cap guys guys small caps and we started seeing who's providing seats to Maruti who's providing those door visors to Marauti there we found one weird gem he makes emblems and decorative plastics inside your XCV and all of that sitting at 20% 20% ebita margin"
Pending
Despite claims of an AI bubble, companies like Nvidia, AMD, and Broadcom have seen 500-600% growth over two years. Investors should let price action and earnings reports dictate when a bubble truly forms.
"AI being a bubble, Nvidia, AMD, few other companies, Broadcom and all of them, they've been saying this for the last 2 years. By the way, in last 2 years they've gone up 500 600%. If I listen to that, I would not make 500 600%. Let it happen. Let the price tell me that yes, I'm in a bubble. Okay? Let the earnings the report card come and tell me I'm in a bubble."
Correct
AMD stock, purchased at $108 and currently trading at $160, is projected to reach $400-$500 within the next few years.
"I took it at $108. It was it's at 160 today. Uh I'm still happy about it and I think it'll go to 400 500 in the next few years"
Pending
The speaker's personal investment strategy is to exclusively invest in the top 100 companies listed on the NASDAQ index.
"I have this rule where I only invest in NASDAQ 100. I don't go below NASDAQ 100. It's my rule, personal rule. Only top 100 companies of US is what I invest in. I don't go below that only."
Correct
Robinhood is demonstrating strong performance due to increased retail investor participation in the US market.
"Robin Hood's doing really well. It's the same uh trend that's happening. People are investing more. Retail audience is coming into the US market much more now. So, Robin Hood is showing good results."
Correct
The momentum index has outperformed the Nifty by approximately 6-7% over an extended period.
"momentum index has beat Nifty over a longer period duration. Yeah, I think around 6 7% alpha."
Pending
Quantitative investing is a prominent strategy in the US but has not yet gained significant traction in India, where fundamental investing remains dominant.
"Quant is a very big strategy in US in India it's not come yet India we have predominantly been fundamental investors"
Correct
Commercial properties are generating a rental yield of 7-8%, creating a self-sustaining financial cycle.
"the re yield on that is 7 8%. Uh and there's a flywheel that gets created."
Incorrect
Commercial real estate in India has also appreciated in value over the past two years.
"This commercial property is an asset That is an asset. It's also growing in the last 2 years."
Correct
A major Indian hospital chain derives 50% of its revenue from its pharmacy business and online digital consultations, in addition to its hospital operations.
"One of the largest hospital chains in India. Only 50% of the revenue comes from hospitals. Remaining 50% is coming from pharmacy business and online digital consultation."
Pending
Vodka is identified as the fastest-growing segment in the Indian alcohol market.
"And vodka has become the fastest growing market."
Correct
The transition from Internal Combustion Engine (ICE) vehicles to Electric Vehicles (EVs) in India is considered a significant growth opportunity.
"I am very bullish on the IC to EV which is your petrol diesel to EV. I think everything's put on a platter for this game to happen."
Correct
A supplier of emblems and decorative plastics for the Indian automotive sector has EBITA margins of 20%, significantly higher than the industry average of 7-10%.
"sitting at 20% 20% ebita margin everyone in the industry is at 7 8% to 10%"
Pending
An investment in a US semiconductor stock yielded a 60% gain within 3-4 months.
"we made crazy 60% gain on that in one of the US stock in 3 4 months"
Incorrect
The advancement of AI is predicted to solidify the US's position as a global superpower.
"AI is the future and everything is going to change. US is going to be a superpower and conquer the world."
Correct
There is a narrative suggesting that the AI sector is in a bubble, comparable to the dot-com crisis, and companies with 'AI' in their name may crash.
"On the other side there is also a narrative that AI is a bubble that it's 3M as the 2001 crisis where any company which ended with the word.com crashed. So even now any company which ends with the wordai is going to crash."
Incorrect
The speaker focuses on investing in fundamentally strong companies within the NASDAQ 100 index.
"I only look at NASDAQ 100 and I like companies that are fundamentally very beautiful."
Pending
AMD is a stock the speaker is bullish on, with a target of $400-$500 in the next few years, having been purchased at $108 and currently trading at $160.
"AMD was what I was very bullish on. I took it at $108. It was it's at 160 today. Uh I'm still happy about it and I think it'll go to 400 500 in the next few years"
Pending
Meta and Google are considered fundamentally strong due to their diversified social media presence and continued user engagement.
"Meta is unrelated to anything that can happen because they have they're so diversified in social media as long as me and you are on Instagram and YouTube they'll be making money and they are their fundamentals are beautiful right Google's fundamentals are beautiful right"
Correct
Robinhood has shown positive results for several quarters due to increased retail investor activity in the US market.
"Robin Hood's doing really well. It's the same uh trend that's happening. People are investing more. Retail audience is coming into the US market much more now. So, Robin Hood is showing good results. It's not like it's just hab right three four quarters are doing well."
Correct
The momentum index has consistently outperformed the Nifty, generating an alpha of approximately 6-7% over the long term.
"momentum index has beat Nifty over a longer period duration. Yeah, I think around 6 7% alpha."
Pending
Quantitative investing is expected to become significant in India as it removes emotional biases and relies on mathematical models, though parameter adjustments are necessary as markets evolve.
"The parameters have to change. That's why I said the bias of the fund manager is there. But I believe quant will be damn big in India. Today nobody talks about it but when you remove the emotion out of investing"
Correct
For absolute beginners in investing, a 75% allocation to mutual funds and 25% to active stock investing is recommended.
"I think it should be 75% mutual funds and 25% active investing. If you're absolute beginner, you don't"
Pending
A 75%-25% mutual fund to active investing split is advised for beginners, with a potential to adjust to a 50-50 split after gaining profits.
"Start with 7525. Get some profit then let that 25% skew over to 50. Even today, I would still say 7525 is the best for a beginner."
Pending
The 75% allocation to mutual funds serves as a safety net, capable of recovering losses incurred from the 25% active investing portion.
"It's okay. Even if you screw up that entire 25% portfolio, that 75% will recover it for you. That is the logic, right? The fund managers are doing a good job and you'll get your money."
Pending
When the Nifty falls below its 200-day moving average (as it did on January 9th, 2025), investors should shift 40-50% of their portfolio to gold or liquid funds. When the Nifty rises above the 200-day moving average, they can return to full equity investment.
"The minute Nifty breaks 200 day moving average. Go into at least 40 50% gold or liquid liquid fund. So when the Nifty goes up above 200 day moving average, you're okay. You're invested. Okay. When it breaks that 200 day moving average down and nothing happens good below 200 day moving average. So I'll tell you Jan 9th Nifty broke 200 day moving average. 2025 Jan 9th Nifty broke 200 day moving average."
Correct
During market downturns indicated by the Nifty falling below the 200-day moving average, a defensive allocation strategy involves holding 50% equity, 25% gold, and 25% cash.
"instead of 100% equity you do 50% equity, 25% gold, 25% cash."
Correct
When the Nifty crosses below the 200-day moving average, reducing equity exposure to 50% and allocating 25% each to gold and fixed deposits (FD) is a recommended strategy.
"When it comes down below the 200 day moving average in the downward direction, I will sell half. Keep 50% equity, 25% gold, 25% FD."
Correct
Gold has outperformed the Nifty in 8 out of 10 instances when the Nifty broke below its 200-day moving average, with both assets falling only twice.
"eight out of 10 times gold has outperformed nifty when it broke 200 day moving average. Only two times both gold and nifty fell."
Pending
Wealthy individuals leverage their investment portfolios (mutual funds, stocks) by pledging them as collateral to obtain loans for purchasing commercial properties, which offer a 7-8% rental yield and can create a flywheel effect.
"the re yield on that is 7 8%. Uh and there's a flywheel that gets created. Uh so this is what the rich people actually do, right? Uh what do they do is they create a company, okay? They go have a mutual fund portfolio or a stock portfolio. They go pledge that loan against shares and they take a loan and buy the commercial property."
Correct
Purchasing commercial real estate through a company account allows for tax optimization, as rental income can offset interest expenses, effectively creating 'free assets'.
"and they do it all of this via a company account why okay because income is coming you're showing interest at the bottom your pat is zero so you're making free assets"
Correct
The cash flow generated from commercial real estate investments can be reinvested to acquire additional assets.
"So that becomes a free asset over time. They take the cash flows of that build another asset."
Correct
Rental income from commercial properties includes a 5-10% annual escalation, while the loan amount remains fixed or decreases, improving cash flow over time.
"But that 8% has a 5 to 10% escalation. Every year it goes up. Your loan amount is the same, right? That goes down in fact."
Correct
While stocks offer better liquidity, real estate is less volatile in comparison.
"Yes, definitely stocks is better, more liquid, but it is also that volatile whereas this is not that volatile."
Correct
Demand for silver is increasing due to its use in solar energy production.
"Second, silver is also used a lot in solar, right? So that also has come out that the raw materials are required there. So the demand for that is coming in as well."
Correct
The shift from internal combustion engine (ICE) vehicles to electric vehicles (EVs) in India presents a significant growth opportunity.
"I am very bullish on the IC to EV which is your petrol diesel to EV. I think everything's put on a platter for this game to happen."
Correct
The entire EV ecosystem in India is poised to benefit from the transition, with opportunities extending beyond major manufacturers to their component suppliers.
"But that ecosystem will benefit. Ecosystem is benefiting like a lot of people look at EV and say okay Tata Mahindra Marauti Baj this that we said that is there everyone knows this and you're playing with the best analysts in the in the country right we went one step ahead."
Correct
A specific Indian EV component supplier demonstrates exceptionally high EBITA margins of 20%, far exceeding the industry average of 7-10%.
"sitting at 20% 20% ebita margin everyone in the industry is at 7 8% to 10%"
Pending
AMD is a stock the speaker is bullish on, with a target of $400-$500 in the next few years, having been purchased at $108 and currently trading at $160.
"AMD was what I was very bullish on. I took it at $108. It was it's at 160 today. Uh I'm still happy about it and I think it'll go to 400 500 in the next few years"
Pending
The advancement of AI is predicted to solidify the US's position as a global superpower.
"AI is the future and everything is going to change. US is going to be a superpower and conquer the world."
Pending
There is a narrative suggesting that the AI sector is in a bubble, comparable to the dot-com crisis, and companies with 'AI' in their name may crash.
"On the other side there is also a narrative that AI is a bubble that it's 3M as the 2001 crisis where any company which ended with the word.com crashed. So even now any company which ends with the wordai is going to crash."
Correct
The speaker focuses on investing in fundamentally strong companies within the NASDAQ 100 index.
"I only look at NASDAQ 100 and I like companies that are fundamentally very beautiful."
Unrated
AMD is a stock the speaker is bullish on, with a target of $400-$500 in the next few years, having been purchased at $108 and currently trading at $160.
"AMD was what I was very bullish on. I took it at $108. It was it's at 160 today. Uh I'm still happy about it and I think it'll go to 400 500 in the next few years"
Pending
Meta and Google are considered fundamentally strong due to their diversified social media presence and continued user engagement.
"Meta is unrelated to anything that can happen because they have they're so diversified in social media as long as me and you are on Instagram and YouTube they'll be making money and they are their fundamentals are beautiful right Google's fundamentals are beautiful right"
Correct
Robinhood has shown positive results for several quarters due to increased retail investor activity in the US market.
"Robin Hood's doing really well. It's the same uh trend that's happening. People are investing more. Retail audience is coming into the US market much more now. So, Robin Hood is showing good results. It's not like it's just hab right three four quarters are doing well."
Correct
The momentum index has consistently outperformed the Nifty, generating an alpha of approximately 6-7% over the long term.
"momentum index has beat Nifty over a longer period duration. Yeah, I think around 6 7% alpha."
Pending
Quantitative investing is a prominent strategy in the US but has not yet gained significant traction in India, where fundamental investing remains dominant.
"Quant is a very big strategy in US in India it's not come yet India we have predominantly been fundamental investors"
Correct
Commercial properties are generating a rental yield of 7-8%, creating a self-sustaining financial cycle.
"the re yield on that is 7 8%. Uh and there's a flywheel that gets created."
Pending
Commercial real estate in India has also appreciated in value over the past two years.
"This commercial property is an asset That is an asset. It's also growing in the last 2 years."
Correct
A major Indian hospital chain derives 50% of its revenue from its pharmacy business and online digital consultations, in addition to its hospital operations.
"One of the largest hospital chains in India. Only 50% of the revenue comes from hospitals. Remaining 50% is coming from pharmacy business and online digital consultation."
Pending
Vodka is identified as the fastest-growing segment in the Indian alcohol market.
"And vodka has become the fastest growing market."
Correct
The shift from internal combustion engine (ICE) vehicles to electric vehicles (EVs) in India presents a significant growth opportunity.
"I am very bullish on the IC to EV which is your petrol diesel to EV. I think everything's put on a platter for this game to happen."
Correct
A specific Indian EV component supplier demonstrates exceptionally high EBITA margins of 20%, far exceeding the industry average of 7-10%.
"sitting at 20% 20% ebita margin everyone in the industry is at 7 8% to 10%"
Pending
AMD is a stock the speaker is bullish on, with a target of $400-$500 in the next few years, having been purchased at $108 and currently trading at $160.
"AMD was what I was very bullish on. I took it at $108. It was it's at 160 today. Uh I'm still happy about it and I think it'll go to 400 500 in the next few years"
Pending
The advancement of AI is predicted to solidify the US's position as a global superpower.
"AI is the future and everything is going to change. US is going to be a superpower and conquer the world."
Correct
There is a narrative suggesting that the AI sector is in a bubble, comparable to the dot-com crisis, and companies with 'AI' in their name may crash.
"On the other side there is also a narrative that AI is a bubble that it's 3M as the 2001 crisis where any company which ended with the word.com crashed. So even now any company which ends with the wordai is going to crash."
Incorrect
The speaker focuses on investing in fundamentally strong companies within the NASDAQ 100 index.
"I only look at NASDAQ 100 and I like companies that are fundamentally very beautiful."
Pending
AMD is a stock the speaker is bullish on, with a target of $400-$500 in the next few years, having been purchased at $108 and currently trading at $160.
"AMD was what I was very bullish on. I took it at $108. It was it's at 160 today. Uh I'm still happy about it and I think it'll go to 400 500 in the next few years"
Pending
Meta and Google are considered fundamentally strong due to their diversified social media presence and continued user engagement.
"Meta is unrelated to anything that can happen because they have they're so diversified in social media as long as me and you are on Instagram and YouTube they'll be making money and they are their fundamentals are beautiful right Google's fundamentals are beautiful right"
Correct
Robinhood has shown positive results for several quarters due to increased retail investor activity in the US market.
"Robin Hood's doing really well. It's the same uh trend that's happening. People are investing more. Retail audience is coming into the US market much more now. So, Robin Hood is showing good results. It's not like it's just hab right three four quarters are doing well."
Correct
The momentum index has consistently outperformed the Nifty, generating an alpha of approximately 6-7% over the long term.
"momentum index has beat Nifty over a longer period duration. Yeah, I think around 6 7% alpha."
Pending
Quantitative investing is a prominent strategy in the US but has not yet gained significant traction in India, where fundamental investing remains dominant.
"Quant is a very big strategy in US in India it's not come yet India we have predominantly been fundamental investors"
Correct
For absolute beginners in investing, a 75% allocation to mutual funds and 25% to active stock investing is recommended.
"I think it should be 75% mutual funds and 25% active investing. If you're absolute beginner, you don't"
Pending
A 75%-25% mutual fund to active investing split is advised for beginners, with a potential to adjust to a 50-50 split after gaining profits.
"Start with 7525. Get some profit then let that 25% skew over to 50. Even today, I would still say 7525 is the best for a beginner."
Pending
The 75% allocation to mutual funds serves as a safety net, capable of recovering losses incurred from the 25% active investing portion.
"It's okay. Even if you screw up that entire 25% portfolio, that 75% will recover it for you. That is the logic, right? The fund managers are doing a good job and you'll get your money."
Pending
When the Nifty falls below its 200-day moving average (as it did on January 9th, 2025), investors should shift 40-50% of their portfolio to gold or liquid funds. When the Nifty rises above the 200-day moving average, they can return to full equity investment.
"The minute Nifty breaks 200 day moving average. Go into at least 40 50% gold or liquid liquid fund. So when the Nifty goes up above 200 day moving average, you're okay. You're invested. Okay. When it breaks that 200 day moving average down and nothing happens good below 200 day moving average. So I'll tell you Jan 9th Nifty broke 200 day moving average. 2025 Jan 9th Nifty broke 200 day moving average."
Correct
During market downturns indicated by the Nifty falling below the 200-day moving average, a defensive allocation strategy involves holding 50% equity, 25% gold, and 25% cash.
"instead of 100% equity you do 50% equity, 25% gold, 25% cash."
Pending
When the Nifty crosses below the 200-day moving average, reducing equity exposure to 50% and allocating 25% each to gold and fixed deposits (FD) is a recommended strategy.
"When it comes down below the 200 day moving average in the downward direction, I will sell half. Keep 50% equity, 25% gold, 25% FD."
Correct
Gold has outperformed the Nifty in 8 out of 10 instances when the Nifty broke below its 200-day moving average, with both assets falling only twice.
"eight out of 10 times gold has outperformed nifty when it broke 200 day moving average. Only two times both gold and nifty fell."
Pending
Wealthy individuals leverage their investment portfolios (mutual funds, stocks) by pledging them as collateral to obtain loans for purchasing commercial properties, which offer a 7-8% rental yield and can create a flywheel effect.
"the re yield on that is 7 8%. Uh and there's a flywheel that gets created. Uh so this is what the rich people actually do, right? Uh what do they do is they create a company, okay? They go have a mutual fund portfolio or a stock portfolio. They go pledge that loan against shares and they take a loan and buy the commercial property."
Correct
Purchasing commercial real estate through a company account allows for tax optimization, as rental income can offset interest expenses, effectively creating 'free assets'.
"and they do it all of this via a company account why okay because income is coming you're showing interest at the bottom your pat is zero so you're making free assets"
Correct
The cash flow generated from commercial real estate investments can be reinvested to acquire additional assets.
"So that becomes a free asset over time. They take the cash flows of that build another asset."
Correct
Rental income from commercial properties includes a 5-10% annual escalation, while the loan amount remains fixed or decreases, improving cash flow over time.
"But that 8% has a 5 to 10% escalation. Every year it goes up. Your loan amount is the same, right? That goes down in fact."
Correct
While stocks offer better liquidity, real estate is less volatile in comparison.
"Yes, definitely stocks is better, more liquid, but it is also that volatile whereas this is not that volatile."
Correct
Demand for silver is increasing due to its use in solar energy production.
"Second, silver is also used a lot in solar, right? So that also has come out that the raw materials are required there. So the demand for that is coming in as well."
Correct
The shift from internal combustion engine (ICE) vehicles to electric vehicles (EVs) in India presents a significant growth opportunity.
"I am very bullish on the IC to EV which is your petrol diesel to EV. I think everything's put on a platter for this game to happen."
Correct
The entire EV ecosystem in India is poised to benefit from the transition, with opportunities extending beyond major manufacturers to their component suppliers.
"But that ecosystem will benefit. Ecosystem is benefiting like a lot of people look at EV and say okay Tata Mahindra Marauti Baj this that we said that is there everyone knows this and you're playing with the best analysts in the in the country right we went one step ahead."
Correct
A specific Indian EV component supplier demonstrates exceptionally high EBITA margins of 20%, far exceeding the industry average of 7-10%.
"sitting at 20% 20% ebita margin everyone in the industry is at 7 8% to 10%"
Pending
AMD is a stock the speaker is bullish on, with a target of $400-$500 in the next few years, having been purchased at $108 and currently trading at $160.
"AMD was what I was very bullish on. I took it at $108. It was it's at 160 today. Uh I'm still happy about it and I think it'll go to 400 500 in the next few years"
Pending
The advancement of AI is predicted to solidify the US's position as a global superpower.
"AI is the future and everything is going to change. US is going to be a superpower and conquer the world."
Correct
There is a narrative suggesting that the AI sector is in a bubble, comparable to the dot-com crisis, and companies with 'AI' in their name may crash.
"On the other side there is also a narrative that AI is a bubble that it's 3M as the 2001 crisis where any company which ended with the word.com crashed. So even now any company which ends with the wordai is going to crash."
Correct
The speaker focuses on investing in fundamentally strong companies within the NASDAQ 100 index.
"I only look at NASDAQ 100 and I like companies that are fundamentally very beautiful."
Pending
AMD is a stock the speaker is bullish on, with a target of $400-$500 in the next few years, having been purchased at $108 and currently trading at $160.
"AMD was what I was very bullish on. I took it at $108. It was it's at 160 today. Uh I'm still happy about it and I think it'll go to 400 500 in the next few years"
Pending
Meta and Google are considered fundamentally strong due to their diversified social media presence and continued user engagement.
"Meta is unrelated to anything that can happen because they have they're so diversified in social media as long as me and you are on Instagram and YouTube they'll be making money and they are their fundamentals are beautiful right Google's fundamentals are beautiful right"
Correct
Robinhood has shown positive results for several quarters due to increased retail investor activity in the US market.
"Robin Hood's doing really well. It's the same uh trend that's happening. People are investing more. Retail audience is coming into the US market much more now. So, Robin Hood is showing good results. It's not like it's just hab right three four quarters are doing well."
Correct
The momentum index has consistently outperformed the Nifty, generating an alpha of approximately 6-7% over the long term.
"momentum index has beat Nifty over a longer period duration. Yeah, I think around 6 7% alpha."
Pending
Quantitative investing is a prominent strategy in the US but has not yet gained significant traction in India, where fundamental investing remains dominant.
"Quant is a very big strategy in US in India it's not come yet India we have predominantly been fundamental investors"
Correct