Share Bazaar ki Problem Hai Japan Ka Carry Trade?

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  • Опубліковано 21 жов 2024

КОМЕНТАРІ • 519

  • @bmtheequitydesk
    @bmtheequitydesk  2 місяці тому +21

    Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
    ---
    Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
    ---
    For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
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    • @s.pvipankumar7187
      @s.pvipankumar7187 2 місяці тому

      😊😊😊

    • @Acton_Trade
      @Acton_Trade 2 місяці тому

      ​@@s.pvipankumar7187Sir I am a editor I can help you to edit your video and thumbnail ❤

    • @Acton_Trade
      @Acton_Trade 2 місяці тому

      Sir I am a editor can I edit your video and thumbnail ❤

    • @Nitin-gq8xb
      @Nitin-gq8xb 2 місяці тому

      Sir hamara waqt kab ayega. Kya Modiji layenge ya rahulji.

    • @ANILKUMAR-ml5uh
      @ANILKUMAR-ml5uh 2 місяці тому

      P

  • @prashantchoure9375
    @prashantchoure9375 2 місяці тому +65

    Guruji, please start
    1. Fundamental series
    2. Fundamental series
    3. Fundamental series
    हम रिटेलर का यही सीखने का उद्देस्य है।

    • @subhashpandey9504
      @subhashpandey9504 2 місяці тому +1

      Its already started 😂😂😂

    • @YogishMallya-t9w
      @YogishMallya-t9w 2 місяці тому

      When market corrects 25% - There will be no more Funda...... only Mental 😂😂

  • @ankitjain1780
    @ankitjain1780 2 місяці тому +1

    Itna gyan school college mein nahi mila jitna aap ka ye 30 min ka video dekh ke mil gaya. Bahut bahut shukriya. 😀

  • @SanjayGupta-pp3xk
    @SanjayGupta-pp3xk 2 місяці тому +36

    बसन्त जी, आप तो ज्ञान की खदान हो , हर फील्ड में । जबरदस्त 🎉❤❤😊

    • @mrramlakhansingh
      @mrramlakhansingh 2 місяці тому

      Asal me guruji ke real jindagi ki kahani hai❤

  • @hemantshinde4934
    @hemantshinde4934 2 місяці тому

    Guruji, please start
    1. Fundamental series
    2. Fundamental series
    3. Fundamental series
    हम रिटेलर का यही सीखने का उद्देस्य है।

  • @pardeepnanda6685
    @pardeepnanda6685 2 місяці тому +12

    Maheshwari ji, your research regarding cause of the fall of the world market is marvelous.Thanks for your keeping the investors updated..🙏🙏🌹🌹

  • @nishantsatpute5783
    @nishantsatpute5783 2 місяці тому +7

    Sir good morning.....aapka Gyan to hai hi.....but since last two weeks your sense of humour has also gone to a next level.....jyada maza aane laga hai vdo dekhne me

  • @sumitjha1297
    @sumitjha1297 2 місяці тому +5

    What a sensational Sunday video! Thank you sir. Although I will need to listen it at least 2-3 times to understand. I think you have covered a complex topic with such an ease…big fan of yours.

  • @AlphaBetaGama26
    @AlphaBetaGama26 2 місяці тому

    Your timing of covering various topics is commendable 👏🙏🏼

  • @pritamsondkar9357
    @pritamsondkar9357 2 місяці тому

    dr pritam here this episode shud go in history book amzing knowlodge u have maa saraswati has really blessed u sir thats y maa lakshmi is happy with you stay blessed n thank u sir❤

  • @saswatimajumdar2721
    @saswatimajumdar2721 2 місяці тому

    You have explained this difficult matter with such ease..
    Non finance person like me can understand this..
    Thank you sir..
    We want such kind of general series which are apparently complex but you would make it easy..
    Thank you thank you

  • @anilgracias
    @anilgracias 2 місяці тому +6

    Very apt topic. Thank you taking this 🙏

  • @ShalSid
    @ShalSid 2 місяці тому +1

    Basant sir, aapney Sunday ko horror and suspense show chala diya 😮

  • @gmuthukumar1
    @gmuthukumar1 2 місяці тому +5

    Pranam Sir, yesterday I subscribed to your small case not to buy shares but to just to pay a Guru Dakshina.Thank you sir for all your valuable videos, once I mentioned that though I am Modi fan now I am yours and yes I can say definitely I was not wrong 🙏

  • @t6443
    @t6443 2 місяці тому +3

    Yes I bought My Toyota Camry in 2002 still in great shape!

  • @shubhmohansingh8159
    @shubhmohansingh8159 2 місяці тому +4

    Sir total masterclass
    Very enjoyable. Spoken like someone who actually knows what he's talking about.

  • @maitreyidevi-x7v
    @maitreyidevi-x7v 2 місяці тому

    You are a library of knowledge. All due Respect to you 🙏

  • @helloyogeshpatel
    @helloyogeshpatel 2 місяці тому +2

    For the Japan the time they were doing well the consumer market was smaller compared to today and after Japan we needed some country who can fulfill more consumer demand.

  • @johnlivingston1631
    @johnlivingston1631 2 місяці тому

    SIR JI, TODAY ITS LIKE A NON STOP 'MISSION IMPOSSIBLE ' MOVIE. GREAT INSIGHT. THANK YOU.

  • @vineetkrsaxena
    @vineetkrsaxena 2 місяці тому

    Dear sir
    My name is vineet, I watch ur videos regularly.
    My question is
    As u said earlier (and that's true) everyone can not rich at the same time specially Retailers.
    So in this market except Retailers everybody is saleing their shares (special FII, Owners etc)
    So from ur above conclusion I can make out that Correction is due in this market with high volumes.
    Please comment.
    Thanks
    Rgds vineet

  • @bapighosh2
    @bapighosh2 2 місяці тому +131

    Indian rupee जब dollar के against गिर गया था तो आप ही हाय तौबा मचाये थे, आज आप बोल रहे है कि indian rupee weak होने से अच्छा है।

    • @jeetasingh9510
      @jeetasingh9510 2 місяці тому +13

      Indian economy is no where to be counted. Our country is dependent on imports of even smallest things.

    • @Fekuchand_
      @Fekuchand_ 2 місяці тому

      ❤️ ​@@jeetasingh9510

    • @sanjeevrana8180
      @sanjeevrana8180 2 місяці тому +44

      Isko kuch nahi pata bakwas karta hai ye bhai. Ye typical congress mindset hai. Ese log cockroach ki tarha hote hain jo survive bhi karte hain or vyavastha ko koste bhi rahte hain

    • @RAY-Money
      @RAY-Money 2 місяці тому +5

      Please tell video where he was making हाय तौबा for falling rupee

    • @wisdomtutorskolhapur
      @wisdomtutorskolhapur 2 місяці тому

      ​@@sanjeevrana8180ha tereko bahot pata hai lagata hai dost

  • @cgchitra
    @cgchitra 2 місяці тому +2

    I am C C Gopi, Superintendent of CGST Sir from Hyderabad and a fan of you. I requested many times for a 2 or 5 minute serious analysis on Kewal Kiran Clothing. I am betting a lot on it because of fundamentals and track record. Please answer Sir! Please!

  • @shanks86374
    @shanks86374 2 місяці тому +5

    Sir if dollar becomes 120 rupees, wont it lead to massive inflation since our oil and lot of raw materials, edible oil are imported?

  • @praghav914
    @praghav914 2 місяці тому

    Sir mene is vidio ko 4 bar dekha
    Maja aa gaya 😊😊

  • @swapnonilghosh8607
    @swapnonilghosh8607 2 місяці тому

    Sir top notch video. Thanks for sharing this carry trade wala knowledge. 👌

  • @ramakantkale3303
    @ramakantkale3303 2 місяці тому

    Great lecture ! Salute to BM !

  • @ashish.wagh356
    @ashish.wagh356 2 місяці тому +1

    Sir I liked your comment about sovereign and gold.

  • @vego6169
    @vego6169 2 місяці тому

    Very street smart person, perhaps the only one who xan make macro economics so simple

  • @manohardbritto2642
    @manohardbritto2642 2 місяці тому

    Sir you are great nobody is explaining in such simple way ❤

  • @rakesshmaalani419
    @rakesshmaalani419 2 місяці тому

    Your commentry is very nice
    I always hear your commentry & update myself accordingly accordingly

  • @tapabratabhaduri5480
    @tapabratabhaduri5480 2 місяці тому

    Sir excellent excellent excellent

  • @sandeepjaiswal8123
    @sandeepjaiswal8123 2 місяці тому +3

    kya commentry ki hai sir ....aaj 2 baar video dekhi aapki ..kitna free ka gyan baat rahe ho aap

  • @Ashokkumar-bp8ee
    @Ashokkumar-bp8ee 2 місяці тому +4

    Aap ki baatein humour ke sath gyanvardhk hai

  • @Sankalp_Singh20
    @Sankalp_Singh20 2 місяці тому +20

    Happy Hareli to you sir... Hareli is a festival of Chhattisgarh... 🎉🎉

  • @panchananmahato487
    @panchananmahato487 2 місяці тому +1

    Sir please take my question .. why does cash flow from financing activities negative if company selled huge share ???

  • @rameshkharat5558
    @rameshkharat5558 2 місяці тому

    dear sir since your first video I am following you....thanks for teaching freeeee of cost ................

  • @goldeneye9362
    @goldeneye9362 2 місяці тому

    Great video and explaination sir. But the reason for softbank not investing in US securities could also include that the interest rates on US security in last decade was near 1 or 2 percent. Really appreciate your knowledge and experience. Thanks 🙏👍

  • @Mayank_Dwivedi
    @Mayank_Dwivedi 2 місяці тому

    Hello Sir, You are looking radiant today. Given your experience in the mining industry, what do you think are the underlying reasons for the lack of interest among bidders for the J&K lithium mines, despite the growing demand for lithium globally ?

  • @RAJAJI_0110
    @RAJAJI_0110 2 місяці тому

    Zakkas video sir, thank you for such an amazing video❤
    God bless you 🎉

  • @devkamal1311
    @devkamal1311 2 місяці тому +11

    Happy Friendship Day to all .🎉🎉

  • @NeekunjSharma
    @NeekunjSharma 2 місяці тому

    Sir, India hockey me apni purani glory dobara se payga, it will become as big as cricket.
    All the best to our hockey players in Paris, looking forward for them to bring a medal ❤

  • @venkataramanamannava264
    @venkataramanamannava264 2 місяці тому

    Superb video ❤

  • @tapabratabhaduri5480
    @tapabratabhaduri5480 2 місяці тому

    Sir usual extremely excellenly 😮

  • @barundey79
    @barundey79 2 місяці тому

    We are always up & ready to celebrate friendship, but not hostility!! And the world is NOT prepared for another war!! Finger crossed 🤞

  • @KrishnakantSingh-o7j
    @KrishnakantSingh-o7j 2 місяці тому

    US VIX at almost 24 sounds like upcoming trouble for US economy. Rate cut in September might be too little too late. Poor economic data , coupled with sector rotation that was already starting towards international markets from US markets, spells trouble. Wonder how far the cascading impact will go.

  • @debasisbala4236
    @debasisbala4236 2 місяці тому

    Great Analysis sir

  • @YogishMallya-t9w
    @YogishMallya-t9w 2 місяці тому

    Dear Basant Ji, I am Yogish a big fan of your videos. Considering recently announced corporate results, low household savings of most of middle class, unemployment and rural distress can we safely assume GDP to be below 3% ?

  • @jeevanjoseph1695
    @jeevanjoseph1695 Місяць тому

    Hello Sir, inflation go high interest rate go high business go down and stocks go below? In that case why stocks high in US and India? Why bull market?

  • @SumitKumar-fn3gj
    @SumitKumar-fn3gj 2 місяці тому +1

    Sir japanese currency 1 usd abh 146 hua 161 se. Toh weak kaha hua? Majboot hua right?

  • @abhishekagarwal7643
    @abhishekagarwal7643 2 місяці тому

    Great sir just love you

  • @naveensinghal6870
    @naveensinghal6870 2 місяці тому +3

    Sir ji, 120 rupees to dollar mei cost of production same nhi rah sakta....because we import more and 120 rupees to dollar will trigger imported inflation......aapke logic se to pakistan ka tagda export hona chahiye.....lekin aisa nhi hai...

  • @ganeshb282
    @ganeshb282 2 місяці тому +3

    We are much better as correction in large cap stocks are limited as compared to US stocks.

  • @Ajayvijayraniya
    @Ajayvijayraniya 2 місяці тому +4

    जापान की महिमा अपरंपार
    ये तो आप थे जो सब बताया और हम थे जो सुन लिया 😊

  • @keshavvyas5568
    @keshavvyas5568 2 місяці тому

    00:33 "सलटती" A Marwari put in language 😅
    Keshav, from Bikaner, Raj.

  • @nandanbora8394
    @nandanbora8394 2 місяці тому

    Sir really interesting topic today.

  • @techinbanking6177
    @techinbanking6177 2 місяці тому +12

    War rukwa di Popa... very nice and subtle reference...

  • @KantiJha1
    @KantiJha1 2 місяці тому

    Guru Ji Pranam,
    PEG ratio suna hai less than 1 good more than 1 high valuation. Kis sector me kitna PEG dekhe...kitna weightage dena chayiye isko stock dekhne me....kuch stocks 5-10 PEG pe hai to kaise dekhe isse!!

  • @nirmalchaturvedi5614
    @nirmalchaturvedi5614 2 місяці тому

    japanese product..clothes press..price..1989..Taiwan 2,China 4, Japan 8.. Omani Rials..preferred Japan..still working with no repair to date except changing the plug wire..super class!

  • @madhavnatekar4674
    @madhavnatekar4674 2 місяці тому

    Very nice.. informative.. thanks

  • @amitsinghpal5445
    @amitsinghpal5445 2 місяці тому +3

    Sir, we have a big import bill and we are in a trade deficit so devaluing currency can increase inflation

  • @mrshriharee
    @mrshriharee 2 місяці тому +2

    Great vedio about curreny
    God bless u

  • @A_Curious_Traveller
    @A_Curious_Traveller 2 місяці тому +1

    Jai jinendra guruji 🙏🏻

  • @siddhesh201182
    @siddhesh201182 2 місяці тому

    Thanks for sharing Japan use case with us. I believe time is coming to the seat as Nag Raj on small case.

  • @deepakkchabria
    @deepakkchabria 2 місяці тому +1

    Educative with humour and very good analogy with cricket

  • @gauravjndl13
    @gauravjndl13 2 місяці тому

    Namaskar Guru Ji ..
    Could u explain
    1. the difference in Gross Margin and EBITDA Margin with the help of Lakhi Halwai.
    2. How EBITDA is Calculated and it's importance sir .
    Ur way of explanation is really good sir .

  • @Shyama_Rano
    @Shyama_Rano 2 місяці тому

    Happy Friendship Day Sir!

  • @babypeter_youtuber
    @babypeter_youtuber 2 місяці тому +8

    Lagta hai Dadaji k pass ab BM Meets k liye koi 50000 nh de raha hai....Isliye pichle 2_3 sunday se vdo nh aa rahe...BM meets k

  • @prathamagarwal3274
    @prathamagarwal3274 2 місяці тому

    Best knowledge

  • @Shyama_Rano
    @Shyama_Rano 2 місяці тому

    Hi Sir,
    Which fund is better BM focused small cap or BM vision 2030 smallcase?

  • @satishshivarkar5752
    @satishshivarkar5752 2 місяці тому

    Sir, you are a real economist.

  • @ensysengineers9621
    @ensysengineers9621 2 місяці тому

    Sir thanks for the indept analysis. But i believe the increased in interest rate in Japan will be applicable for the new loans and should not distrub the earlier loans. Unable to understand increase in VIX of USA market by 25% Can you please clarify. Regards

  • @adv.Rahuljain
    @adv.Rahuljain 2 місяці тому +5

    Hello sir
    I have collected some data about the Indian market.
    Please correct me if I am wrong.
    1 M.cap of Indian market 415 lk cr
    2 FII/FPI holdings 17.5 lk cr
    3 Retail holding 30 lk cr
    4 Mutual funds Holding 61.33 lk cr
    M cap to GDP 154%
    GDP 270lk cr
    1.30 lk cr in cash which MUTUAL FUNDS have is it.
    Please correct me 🙏

    • @vishalbhadre178
      @vishalbhadre178 2 місяці тому

      Rest of figures don't matter but MCap to GDP is misleading

    • @YogishMallya-t9w
      @YogishMallya-t9w 2 місяці тому

      Better to assume GDP @ 2.1%

    • @samiullahk7223
      @samiullahk7223 2 місяці тому

      Yes HDFC bhar bhar ke personal loans de rahi hai. HDFC Kaboom

  • @golpokaku
    @golpokaku 2 місяці тому

    So can I convert some INR into Yen keep it for long term?

  • @Rakesh_Dadhich
    @Rakesh_Dadhich 2 місяці тому +2

    Hum indians in bargaining power to puri duniya me famous, bilkul sahi example diya aapne. ek question: aapki wealth banne ke baad bhi kya aap bhi bargain karte ho.. I know share market me to karte honge but real life kya karte hai?

  • @sasudarshan
    @sasudarshan 2 місяці тому

    Carry trade
    During start 100¥=1$ but during bringing ¥ back investor received 160¥ against $ so ... Its good for japanese so why would carry trade be a problem... Plz explain again.. as investor receive more ¥ also $ mein jo earn kiya hoga wo alag

  • @SHARAD9930
    @SHARAD9930 2 місяці тому

    Nice Armani T Shirt , my favourite colour.

  • @kumarvarun6421
    @kumarvarun6421 2 місяці тому

    Sir u have never taken my question please take this one.
    What is meant by negative capital working days.
    Sir angel one has -525 capital working days .
    Sir I also thought that I was the second last person in angel one AVG buy 2831 but was unable to sell

  • @VivekDhankhar2108
    @VivekDhankhar2108 2 місяці тому

    sir bank me deposit growth dekhni chaiye ya loan growth??????

  • @deveshmaheshwari6598
    @deveshmaheshwari6598 2 місяці тому

    Sir - one query and this will help everyone . While taking PER into consideration , should we take trailing OR 1 year fwd earnings to calculate PER and assess whether market is overvalued or undervalued ?

  • @aruntikmani5748
    @aruntikmani5748 2 місяці тому +1

    Basant Sir excellent. Thank you very much. regards. arun

  • @chilltrader330
    @chilltrader330 2 місяці тому +6

    Retail bhaiya log aaj ki economy pehle ki tarah nahi h ...
    Avi India toh apna strength dikhana shuru kiya h...
    After 20 years hamari India ki success story puri duniya mein study ki jayegi. So chhote mote utar chadav aate rahenge...
    So darna nahi h....

  • @vikasdabre2024
    @vikasdabre2024 2 місяці тому

    Sir, Route Mobile's promoter holding (Proximus Opal) increased to 83.11% in June. Why did they buy more than the stipulated limit of 75%?

  • @parameshwarannatarajan3785
    @parameshwarannatarajan3785 2 місяці тому

    Brilliant information. Thank you sir

  • @A_Curious_Traveller
    @A_Curious_Traveller 2 місяці тому +1

    Happy friendship day to everyone ❤🎉

  • @RajniDevlekar
    @RajniDevlekar 2 місяці тому +1

    Good Evening Basant sir,
    Can you please put Light on Now a days getting listed SME shares having ROCE & ROE more than 60 to 100%. so that Retail Investor will not fall in Trap.

  • @hstranger19798
    @hstranger19798 2 місяці тому

    Sir aapka yen yen yen sunke Mai dopahar me fir zen music sunke so gaya.......
    Aapki IDFC FIRST BANK se koi dushmani hai ?
    Kabhie to uske baare me baat kariye... !!

  • @continentalinfotech29
    @continentalinfotech29 2 місяці тому

    Pranam Basantji 😊
    Aaj ka content world economics ke gyan ka booster dose hai.
    Regards
    Vineet Bothra Guwahati

  • @aftabalam-sg6em
    @aftabalam-sg6em 2 місяці тому

    you are one of the most learned person in the field of share market

  • @collector811
    @collector811 2 місяці тому

    Basant sir , I am regular viewer of your videos which are excellent in quality …I am in market since 2021 and also made very good profit from investing and also lost 7 lakh in fno ..I realised that whatever you say about fno, I have gone through exactly such phases like more loss followed by small profit followed by bigger loss…my question is if every one says that market has become overvalued and correction can come , then how market which is collective wisdom still makes new high..who buys it when all big player thinks it has become costly

  • @sandeepsharma-un2oe
    @sandeepsharma-un2oe 2 місяці тому +1

    Sir relatively high currency suits India because we are net importers. It helps in keeping our oil import bill in check. 🙏

  • @Sandeep-nb6jz
    @Sandeep-nb6jz 2 місяці тому +4

    Japan gives respect to time but here in India many trains are delayed by 12 hours. I really feel sad that even an IITian running Indian railway has this service. Who will improve these long delaying practice of Indian railway. They take money from passenger with overload but don't pay for delay.

    • @MrShivendrapradhan
      @MrShivendrapradhan 2 місяці тому

      You are right. But our country railway has huge line route in comparison to Japan...

  • @rameshkharat5558
    @rameshkharat5558 2 місяці тому

    Dear sir thanks for this video.............

  • @saharaja101
    @saharaja101 2 місяці тому

    As comprehensive as it gets with a blend of humour. Thanks Sirji !!

  • @ganeshb282
    @ganeshb282 2 місяці тому

    Sir, Broadcasting Bill से कुछ फर्क पडेगा आपके content में?

  • @Akshay-j1h
    @Akshay-j1h 2 місяці тому +1

    Sirji jisane videsh me invest kiya hai vo to jarur chahange ki Rupee kamjor ho to fayada mile. Dash ka import jyada hai export se isiliye koi bhii sarakar nhi chahengi Rupee jorse kamjor ho.

  • @Pawansinggh
    @Pawansinggh 2 місяці тому

    Sir Namaste 🙏
    Sir simple question hai ye retailer hai Kon
    Jis TV channel ko dekho oh bolta hai rtailer aisa retailer waise hai Kon ye rtailer, please 2 minute analysis retailer Kon hai

  • @fin9876
    @fin9876 2 місяці тому

    Namaste Sir, Thanks as always for sharing your wealth of experience and knowledge.
    This is my fourt query and hope it will be answered.
    The small-mid cap segment of market appers to be poised for big correction particulary if Japan event you described in todays video plays out in worst manner. Do you think that those investors who could profit in small cap and mid cap will turn their focus to large caps and new gush of money which is now flowing into these segments will get channelised into large caps?
    does this provide entry to BM Top 10 at current price or can one wait for some time
    Eager to know your views.....
    Thanks Sir

  • @imtiyazwani6342
    @imtiyazwani6342 2 місяці тому

    Khuda aap ko salmath rakhey

  • @MarketWizards7895
    @MarketWizards7895 2 місяці тому

    Good evening sir, My name is Vishwas . Sir Please explain the below line mujhe samajh nahi aa rhai hai?
    Generally, when the price of crude oil falls, the US dollar tends to get stronger, especially over the currencies of the emerging economies.

  • @man2k1985
    @man2k1985 2 місяці тому

    Basant sir earlier you used to share your thoughts on coming/opened IPOs. Can you start doing that again?