The next 20 years in India look - E 35
Вставка
- Опубліковано 7 лют 2024
- On this episode we cover:
- How to quickly summarize the interim budget 2024
- Whether interest rates will go up
- Vignesh's question on probability of equity markets outperforming inflation
- Pattu's answer - no idea!
- Indian stock market still in it's early days vs US which began in 1870
- Analysis of absolute returns and rolling returns on the S&P 500, so it's not rosy there either!
- We analyse the Indian stock markets
- What is the guarantee bad times will not come - no Guarantee!
- Pattu's detailed study on Japan
- How household consumption is a good indicator
- The potential in India for the next 20-40 years
- India's biggest asset
- The two challenges facing India
- How stock market growth comes at the cost of the environment!
- Does investing philosophy change for places that have flat growth?
- Emotional intelligence
- Information diet and how important it is
Glisten to the next episode here-
• Everything about Secon... - E36
Glisten to the previous episode here-
• Losing everything you ... - E34
In association with @pattufreefincal
A link to our audio shows:
linktr.ee/ofspinmediafriends
This comment struck a chord, " do I invest in fixed income for safety and virtually guarantee failure, or do I invest in equity and give myself some chance of success at financial independence?"
Also, "go into an information diet!" This is powerful advice, though very hard to follow as we keep looking for the stimulation! Boredom is hard to cope with for the human nature.
Great overview of the markets. Thanks for what you do. I have been following Pattu for a few years now and learned a lot. Cheers!
Thanks once again for a lovely episode!
Nice
Pattu Sir rock 😎
Pls
Make a discussion on Active mutual funds vs index funds.Should a 30 year old person invest all his money in nifty 50 fund for retirement(60 yr)??
No not more than 30% now because there is no guarantee of return
To make money in stock market one needs to be optimistic, being extremely fearful won't help make money out of markets.
Yes If am optimistic only good things will happen to me.
Thanks for the information. Just had two queries First, if USA GDP grows at around 4% in long term how its stock market grows at around 10% CAGR sustainably for sucha long term. And second Indian stock market and its GDP cant be compared with other developed nations including japan but we and China have nearly equal population and we started nearly at same time. Yet if you see the Chinese GDP per capita has grown to more than 12500 USD but their share market index has gone literally sideways in last 15-20 years why is it so. Thanks.
As mentioned in the epsidoe, for the stock markets to grow true democracy is essential
I don’t know if this comment gonna get any attention but here it goes :
There are many hybrid indexes but they are not offered by AMC how hard it would be for retail investor to replicate said index ? I looked at the NSE index page and thought this could be tracked if they publish underlying security allocation on daily basis. I don’t know if NSE has public API where we can get this data and adjust our position. I don’t this is just my thought process I could be way off on this.
Please correct me 😅
Very very hard and the tax on churn will hurt like help
With BJP, poor people will be left poor. After being 10 years in power, if they still say this with confidence that we give free ration to 80 crore people what it says about the state of majority of people in our country?