Saurabh Mukherjea on his stock picks | Market ki Baat with Saurabh Mukherjea Marcellus
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2 سال پیش
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Saurabh Mukherjea on his stock
Saurabh Mukherjea on his stock picks | Market ki Baat with Saurabh Mukherjea
Saurabh talks about why the 2020s is a huge decade for the Indian economy and its stock market after lots of structural reforms in the past years. Saurabh also tells us why Indian markets are favourably placed and attractively-valued right now as compared to other emerging markets. Further, Saurabh speaks at length about why momentum investing strategy doesn’t work in the long term, and hence investors should focus on companies with momentum in earnings instead of price. Finally, Saurabh comments on certain stocks like HDFC Bank, Kotak Mahindra Bank, Divi's Laboratories, ITC, Vijaya Diagnostics, etc. Watch the full episode now!
0:00 - Introduction
0:57 - About Saurabh Mukherjea
2:23 - "India's decade after a decade of structural reform" - Explained
5:21 - How will the growth story of future India be?
6:35 - Is Indian markets overvalued?
8:26 - Can China recover & will it impact the Indian economy?
11:51 - HDFC bank's share price is stagnant - What is Saurabh Mukherjea thinking about this stock?
16:13 - CAGR of momentum investing: Is it true? #yesbank
21:17 - Kotak bank return analysis
22:14 - Why India should follow Japan's transformation rather than India's transformation?
27:59 - Why Japanese market didn't make returns?
31:58 - How should investors invest in a fearful market?
35:00 - How much growth should be there in a company to invest in it?
40:05 - Divis Lab: Management analysis
42:23 - The capital requirement for PMS - How to invest in Marcellus's portfolio?
45:21 - When to exit a stock?
50:48 - What should investors do in for stagnant stocks with high performance?
53:29 - Analysis about ITC - Why Marcellus exited from it?
56:55 - Vijaya Diagnostics analysis
1:01:12 - Why are stocks that are catering to the middle to lower-income groups falling?
1:04:24 - UPI transaction rising - What's its impact on the Indian economy?
1:06:48 - Problem in the banking sector in the near future
1:09:13 - How to analyze infrastructure companies before investing?
1:11:18 - Dillusion of progress example
1:12:12 - How to see competitive advantage in new-age startups?
1:15:57 - Conclusion
1:16:11 - Key learning
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Saurabh talks about why the 2020s is a huge decade for the Indian economy and its stock market after lots of structural reforms in the past years. Saurabh also tells us why Indian markets are favourably placed and attractively-valued right now as compared to other emerging markets. Further, Saurabh speaks at length about why momentum investing strategy doesn’t work in the long term, and hence investors should focus on companies with momentum in earnings instead of price. Finally, Saurabh comments on certain stocks like HDFC Bank, Kotak Mahindra Bank, Divi's Laboratories, ITC, Vijaya Diagnostics, etc. Watch the full episode now!
0:00 - Introduction
0:57 - About Saurabh Mukherjea
2:23 - "India's decade after a decade of structural reform" - Explained
5:21 - How will the growth story of future India be?
6:35 - Is Indian markets overvalued?
8:26 - Can China recover & will it impact the Indian economy?
11:51 - HDFC bank's share price is stagnant - What is Saurabh Mukherjea thinking about this stock?
16:13 - CAGR of momentum investing: Is it true? #yesbank
21:17 - Kotak bank return analysis
22:14 - Why India should follow Japan's transformation rather than India's transformation?
27:59 - Why Japanese market didn't make returns?
31:58 - How should investors invest in a fearful market?
35:00 - How much growth should be there in a company to invest in it?
40:05 - Divis Lab: Management analysis
42:23 - The capital requirement for PMS - How to invest in Marcellus's portfolio?
45:21 - When to exit a stock?
50:48 - What should investors do in for stagnant stocks with high performance?
53:29 - Analysis about ITC - Why Marcellus exited from it?
56:55 - Vijaya Diagnostics analysis
1:01:12 - Why are stocks that are catering to the middle to lower-income groups falling?
1:04:24 - UPI transaction rising - What's its impact on the Indian economy?
1:06:48 - Problem in the banking sector in the near future
1:09:13 - How to analyze infrastructure companies before investing?
1:11:18 - Dillusion of progress example
1:12:12 - How to see competitive advantage in new-age startups?
1:15:57 - Conclusion
1:16:11 - Key learning
Market ki Baat on Spotify: https://open.spotify.com/show/4u07Avk...
Our top playlists (recommended watch):
👉 Market ki Baat Groww ke Saath: https://www.youtube.com/playlist?list...
👉 Groww shorts: https://www.youtube.com/playlist?list...
👉 Intelligent Investors: https://www.youtube.com/playlist?list...
👉 Groww Alerts: https://www.youtube.com/playlist?list...
👉 Stocks trading at discount: https://www.youtube.com/playlist?list...
👉 IPO Review: https://www.youtube.com/playlist?list...
👉 Groww Report Card: https://www.youtube.com/playlist?list...
👉 Monopolish stocks: https://www.youtube.com/playlist?list...
👉 Groww Xplained (case studies): https://www.youtube.com/playlist?list...
👉 Sector Spotlight: https://www.youtube.com/playlist?list...
👉 Stocks Fundamental Analysis Series: https://www.youtube.com/playlist?list...
👉 Viral Reacts: https://www.youtube.com/playlist?list...
👉 Groww reads (Book Reviews): https://www.youtube.com/playlist?list...
👉 Stock wars: https://www.youtube.com/playlist?list...
👉 Get to Know Groww: https://www.youtube.com/playlist?list...
👉 Thrive by Groww: https://www.youtube.com/playlist?list...
👉 Basics of stock market (10-episode series): https://www.youtube.com/playlist?list...
👉 Groww Originals: https://www.youtube.com/playlist?list...
Follow us here on other channels:
🔔 Groww Mutual Fund - https://bit.ly/3zQpR32
🔔 Trading with Groww - tradingwithgroww
🔔 Groww plus - growwplus
🔔 Groww Kannada - https://bit.ly/3ekyeKP
🔔 Groww Tamil - https://bit.ly/3cbhN3Z
🔔 Groww Telugu - https://bit.ly/39aLpwC
🔔 Groww Malayalam https://bit.ly/3enG2LV
🔔 Groww Gujarati - @growwgujarati
🔔 Groww Marathi - @groww.marathi
Follow us on:
Facebook: Facebook: growwapp
Twitter: Twitter: _groww
Instagram: Instagram: groww_official
LinkedIn: LinkedIn: groww.in
Telegram: https://t.me/GrowwHQ
If you have any concerns with respect to Groww, please feel free to write to us at [email protected] or you can call us at +91-9108800604.
#Groww #Groww_official
2 سال پیش
در تاریخ 1401/10/17 منتشر شده
است.
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