Use subtitle since this video is not in English https://www.youtube.com/watch?v=Z2cgS0fiK9E Key points Diversify investments in multiple markets Historical market comparison
While India market is doing well, consider returns after currency depreciation.
Local (Retail participants ) is all time high
I noticed that retail investors are buying aggressively whenever foreign investors selling due to global events . This definitely hold Indian market more stable in last one year. We may need to assess this for next couple of years.
That’s most people thinking but market is going other way around
This ^^^ s&p peaked like crazy at the end of pandemic and now look where we are. Getting in NSE now would be so risky. But at the same time all investors are saying next 10 years belong to India in terms of economic growth so idk at this point. So confusing
Indian markets really showed resilience this year on shoulders of Domestic investors even though sell off my foreign investors.. most of equities looks fairly priced except some large caps (debt rich lol ) and future selling mid-caps. These will correct unless they show solid real growth. Coming to your question market leaders specifically large mid caps will do well (small caps if you can handle volatility and understand fundamental business) I’d say you can give look at large mid cap market leaders. secondly, US stocks are beaten down really bad and looks attractive now due to fairy priced. Buy Cash flow rich businesses at lower price. As very famous Indian investor once said what I buy is more important and what price I buy is most important. Also index investing is always good option. Good luck! DM If you want to discuss anything related to investing etc.. I run financial advisory services can help you out :)
I'm very bearish on India. Major reforms have been done but not much effect. Persisted high oil will be a major headwind. Still, a good diversifier and by far the best emerging market countries. If you consider China uninvestable, your entire EM allocation should be 100% India. But for an American investor EM should not be more than 20% of your portfolio anyway.
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Most expensive market in the world… looks like some manipulation is going on and it has become a patriotic thing to keep the stock market high (for the govt)… will not end well .. Also, VC market (private market) is probably the biggest bubble… starts-up there will not make any money for foreseeable future… gonna implode big time (Byju’s classic example)… outright fraud
Bubble to Girish ne banaya hai
We are referring to India right?
Indian market's decoupling with western market's.
That’s interesting point but need some more time for the confirmation
Look at the YTD performance and also previous correlation. NIFTY has sustained very well compared to other markets.