ilmscore | He got 128% Returns in 2024 | The 1% Club Show Ep 61

He got 128% Returns in 2024 | The 1% Club Show Ep 61

Published: 2025-05-25
Status: Analyzed

Predictions from this Video

Total: 8
Correct: 4
Incorrect: 1
Pending: 3
Prediction
Topic
Status
The pharmaceutical industry is predicted to be the primary beneficiary of the 'China plus one' strategy.
"So the first person who will be able to take advantage of China plus one will be the pharmaceutical industry."
Pharmaceuticals sector growth
Correct
Leading companies in the capital expenditure (Capex) sector, with strong order books and the ability to convert them into earnings, are expected to generate significant returns at a discount.
"Now the leaders among them who are doing real businesses on ground and will be able to translate their order books into earnings over the next few years. These will be the people that will make money from here and now you're getting them at a discount."
Capital expenditure (Capex) stocks
Pending
New age consumption sectors, including fast-moving fashion, food delivery, and grocery delivery, are expected to be popular investments in the coming years due to visible earnings and a positive outlook.
"and uh somewhere the new age consumption something like fastmoving fashion or u delivery of food or groceries to your home. Um I believe these sectors are you know um should be the flavor for the next few years because we are seeing earnings visibility in them. We're not seeing any problem going forward."
New age consumption sectors
Correct
Electric Vehicle (EV) and Data Centers are identified as future growth sectors, with significant companies expected to emerge over the next decade, although they are currently underdeveloped in India.
"I think they are the future for sure. Some very wonderful companies we'll see in the next one decade but right now we are seeing we aren't seeing much."
EV and Data Centers as future sectors
Pending
Marketplace companies have the potential to launch their own brands, leading to good profit margins.
"And eventually these marketplace companies can launch their own brand. Very good, very good margins also."
Marketplace companies launching own brands
Correct
The Chinese stock market is not expected to flourish due to a lack of trust and is unlikely to perform well under communist governments, despite China's economic growth.
"I don't think stock markets in China will ever flourish. Okay. Yeah. See, China um India is 10x of what they were at 2008 lows. Okay. China is still there. As a economy, has China not done well since 2008? It has. It has. Right. But their stock market has not reflected it. Why? Why? Lack of trust. Where there will be lack of trust, there will be no stock market. You'll never see stock markets uh excel or do wonders in communist governments."
China stock market outlook
Incorrect
The speaker's thesis is that the shrinking middle class in India will lead to a smaller market for middle-class focused businesses, while luxury goods companies will benefit as the wealthy become even wealthier.
"So my thesis is that the the market for the middle class segment the businesses which are focusing on the middle class companies or middle- class people will eventually become smaller and smaller because middle class is shrinking in India and people who are and the companies which are focusing on luxury items those will benefit really well because the rich will get richer that's just my thesis"
Shrinking middle class and luxury market growth
Pending
The AI revolution is expected to create new jobs, similar to the impact of computers in the 2000s, although it will require adaptation and harder work to integrate with AI.
"this AI which is coming into will create new jobs of course there will be fractions of course you'll have to work more hard to see how AI uh to you know uh to work with AI what new jobs need to be uh introd reduced but ultimately as the computers did back in 2000s the AI revolution will do for the next few years"
AI revolution and job creation
Correct