Top 7 Sectors for 2024 🔥🏆

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  • Опубліковано 12 січ 2024
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КОМЕНТАРІ • 246

  • @raghavendradeepakdupugunta4241
    @raghavendradeepakdupugunta4241 5 місяців тому +176

    03:01 2024 might not be a great year for small cap and mid cap index based on historical data.
    06:02 The gold jewelry sector in India is experiencing rapid growth and a shift from unorganized to organized players.
    09:03 Banking and finance sector and reasonably valued companies are key sectors for 2024
    12:04 Large cap banks and NBFCs and smaller banks and NBFCs are sectors to watch out for in 2024.
    15:05 Three acid-heavy sectors for 2024: hospitals, hotels, and real estate
    18:06 Real estate and capital goods sectors are showing promising growth potential.
    21:07 Wealth management and financialization in India is a key sector for 2024.
    24:01 Chemical sector and consumer discretionary sector show potential for growth in 2024.

    • @venkatesansriram
      @venkatesansriram 5 місяців тому +1

      Will also be good to callout probable stocks discussed in this for our screening

    • @GauravRanaThakur
      @GauravRanaThakur 5 місяців тому +6

      Asset heavy

    • @dhandapanidinesh7039
      @dhandapanidinesh7039 5 місяців тому +4

      Thanks for timeline, it’s asset heavy not acid heavy

    • @balakrishnaprasadg2946
      @balakrishnaprasadg2946 5 місяців тому +1

      Thoda wrong hai. Anyways thanks

    • @arsalaan8039
      @arsalaan8039 5 місяців тому

      Nice concentration of the video with correct timings👌👌👌

  • @kartikarya1384
    @kartikarya1384 5 місяців тому +16

    SRF has been consolidating since a long time with consistent margins

  • @taranjeetsinghsachdev2353
    @taranjeetsinghsachdev2353 5 місяців тому +15

    Hi Ishmohit Singh Arora...
    Satsriakal....
    I am highly impressed with your research, analysis and knowledge regarding business and stocks u discuss...I like the passion and hardwork you put...hope and wish success and happiness to you...👍

  • @Alvish9031
    @Alvish9031 5 місяців тому +8

    Textile sector is also consolidating for some time now. Cotton prices have also come down and stabilised as per Siyaram's latest Concall. Learning more. Thank you for your video. It is always very informative.

  • @aquariusneon
    @aquariusneon 5 місяців тому +4

    Let's look at recent years.2020 and 2021 - 2 consecutive years with amazing returns. 2022 was not that bad given the returns in 2020 and 2021 and then 2023 of course has been amazing. SIPs, number of DEMAT accounts, growing economy, general bullishness of FIIs on India, US interest rates expected to come down, etc. all these are pointing to another good year. As long as we are invested in fundamentally good stocks, I'd stay invested because these small/mid caps could easily turn out to be multi bagger!

  • @utskant
    @utskant 5 місяців тому +2

    Thanks for this awaited video !!
    I'd love to see an analysis on :
    1. Avanti Feeds
    2. Nitin Spinners

  • @rajatbanerjee6323
    @rajatbanerjee6323 5 місяців тому +3

    Vision of 2024 laid out in a masterful way. The sectors are clearly described and moreover, some examples are given to work deeper before taking the final call. This channel is a boon for a retail investors and the my prediction that SOIC channel will be the fastest growing channel in 2024 as well in terms of spreading good words, knowledge and wisdom of investing for retail investors. Jai hind. 🎉🎉🎉

  • @yogveer7894
    @yogveer7894 5 місяців тому +2

    Happpy lohri... Thnks for sharing the knowledge.....

  • @naveenagrawal9801
    @naveenagrawal9801 5 місяців тому

    Thanks for this video and enriching our knowledge. Please bring out a special detailed video on CDMO and Chemical sector. Thanks.

  • @keepGoing612
    @keepGoing612 5 місяців тому +8

    My expectations are only to beat inflation, this expectation can surprise me positivily.Always go for low expectations with hard work.

  • @geetaraturi2908
    @geetaraturi2908 5 місяців тому +1

    thanks for your inputs Ishomith. Your information is genuine and backed with sound tecnical research. Regards

  • @ravindrajaiswar9215
    @ravindrajaiswar9215 5 місяців тому

    Very good content...u were very good at start but at the end u gave many sectors.....but good information

  • @patelpurvi2971
    @patelpurvi2971 5 місяців тому

    Thank you for your excellent knowledge sharing

  • @nafasm
    @nafasm 5 місяців тому

    Thanks Ish Mohit ji... Continuing existing companies like power, auto anc, etc

  • @ushamaurya9925
    @ushamaurya9925 5 місяців тому

    Excellent.doing great job of educating retail investors. Superb

  • @haribhauarmal6589
    @haribhauarmal6589 5 місяців тому +1

    As same thing happened in Usha martine 3-4 years back. They sold steel business and focus on nish steel wiring business.

  • @kiritmirani4394
    @kiritmirani4394 5 місяців тому +22

    Hi, expectations are very high on chemicals ❤

  • @vishalshah5444
    @vishalshah5444 5 місяців тому

    Today episode is very very very very very knowledgeable 👍 👌 🙏

  • @soumikchanda9409
    @soumikchanda9409 5 місяців тому

    Paaji, please make a detailed analysis on ER&D business booming in India and the key players doing that business across various vertical. I will enjoy it very much if you make a video or blog about it. However also today's video is super important as it has to be analysed from time to time to do a temperature check across various sectors.

  • @kamleshkumaryadav2441
    @kamleshkumaryadav2441 5 місяців тому

    Can you please capture Auto and Infra and PSU sectors please....
    I am also trying to read but when I saw your video I thought you are the best Guru of Fundamentals, so I need your support and want to grow my knowledge also.

  • @Djrahul1000
    @Djrahul1000 5 місяців тому

    Intresting sector n valuable one thank you

  • @cherianjohn6643
    @cherianjohn6643 5 місяців тому +1

    Cinema sector like PVR Inox is doing well with multiple releases and people watching in theaters.

  • @ShrenikBhura
    @ShrenikBhura 5 місяців тому

    Logistics sector's growth could be an interesting theme to analyse without which the India growth story will not be possible.

  • @pramatheshshrivastav3030
    @pramatheshshrivastav3030 5 місяців тому

    Awesome. Loved it ❤

  • @elonyadav6718
    @elonyadav6718 5 місяців тому +1

    Expectations are fantastic 🎉

  • @milindgharpure5628
    @milindgharpure5628 5 місяців тому +1

    Good to see you back with a bang.

  • @chanduprajan5436
    @chanduprajan5436 5 місяців тому

    Sir, thank you so much for such an informative video. ❤❤

  • @amitsharda8198
    @amitsharda8198 5 місяців тому +1

    Thank you for choosing option 1 for discussion

  • @manoharbabu9165
    @manoharbabu9165 5 місяців тому

    Sioc started new saga, in stock market

  • @JAYP20256
    @JAYP20256 5 місяців тому +1

    Chemical sector is currently undervalued. Jai Hind

  • @himanshugoenka367
    @himanshugoenka367 5 місяців тому

    Please analyze ADF foods - it targets the great Indian Diaspora which is ever growing in numbers.

  • @niravgor8658
    @niravgor8658 5 місяців тому +2

    Please make video on gas sector

  • @AkshAshish
    @AkshAshish 5 місяців тому +1

    Hey Ismohit, very informative video. Can you do a detailed analysis on Ugro Capital? It look like an unique play in the financial space. Thanks

  • @ashishkumardash9746
    @ashishkumardash9746 5 місяців тому

    Very well explained.

  • @pankajmbe
    @pankajmbe 5 місяців тому

    Expectations are right.

  • @swapanjana1193
    @swapanjana1193 5 місяців тому

    excellent sector analysis ...

  • @ChandanKrSinha-fr3yw
    @ChandanKrSinha-fr3yw 5 місяців тому +2

    Studying
    emudhra, HLE glascoat, Zomato, Equitas, SRF, Narayana and Apl Apollo

  • @varunlad1076
    @varunlad1076 5 місяців тому +3

    Sustainable growth can be seen in wealth management companies.
    This can be a good bet.😊

    • @eagle8350
      @eagle8350 5 місяців тому

      Which are wealth management companies

  • @justanythingmeaningful4557
    @justanythingmeaningful4557 5 місяців тому +8

    Hi Sir, Please clarify this. Generally we consider High FII holding and Low public Holding as stability. On the other hand, we say that major price actions happen due to FII inflow/outflow. So, isn’t high FII holdings pose a risk of sudden crash of stock. Why high retail holding considered risky instead of high FII holding? For Example - Fivestar Business Finance Ltd.

    • @ub1685
      @ub1685 5 місяців тому +3

      as far my understanding high fii holding is not to look for. We should look where fii holding is increasing recently. These stocks tend to grow in the near term. We believe fii, dii has far more info and strategy than us. Si its wise if u can copy them as early as possible.

    • @mdrafeek786
      @mdrafeek786 5 місяців тому +3

      We get the details of fii and dii holding in next quarter only by the time price already spike 😂

    • @justanythingmeaningful4557
      @justanythingmeaningful4557 5 місяців тому

      @@ub1685 yes, that's what I used to look i.e. increasing FII holding. But, just look for Five-star Business Fin Ltd, FII holding is almost 55%. So, should we take it as positive or negative, because it may trigger a sudden fall in share price if they try to trim a little bit.

  • @anjanmandal1694
    @anjanmandal1694 5 місяців тому +1

    Hi
    As usual great analysis.
    What's your view on the Indian IT Sector in 2024?

  • @paradigmpictureswindchimes3116
    @paradigmpictureswindchimes3116 5 місяців тому

    Sumito chemical ,Fine organics, SRF, Piramal Pharma,Muthoot micro fin

  • @niveyshak
    @niveyshak 5 місяців тому +1

    Expectations are correct

  • @drprasannasuru
    @drprasannasuru 5 місяців тому

    Happy lohri paaji, sat shri akaal.
    Hope u are fine, you look little tired, plz take care of yourself.

  • @YogiJi748
    @YogiJi748 5 місяців тому

    Textile is gonno do well, as cotton price gone down..
    Cotton proces went all time High during 2022, 2023 but in last 6 months they have gone done by half...

  • @market_learner27
    @market_learner27 5 місяців тому +1

    Surya roshni
    Electrosteel casting
    Maiden Forging
    Tarachand
    universal cable
    Lykis
    Bizotec
    Bajaj consumer
    snowman logistic
    Ajmera
    Agarwal industries
    all are undervalued and has scope of eps growth and pe expansion ......potential multibaggers - even in some case promoter is buying heavily

    • @TheCheckit96
      @TheCheckit96 5 місяців тому

      Which one promoters are buying..I have a small amount of surya roshni

  • @Konkumutti_SaiRam
    @Konkumutti_SaiRam 5 місяців тому

    Expectations are correct.!!

  • @ar9abn
    @ar9abn 5 місяців тому +1

    Please do a complete pharma sector review

  • @vikassahbani4896
    @vikassahbani4896 5 місяців тому

    Eagerly wait for your every video

  • @rishabkumarrathi289
    @rishabkumarrathi289 5 місяців тому

    Expectations are Correct.

  • @tushargaur8528
    @tushargaur8528 5 місяців тому

    Thanks sir ji 😊❤ gnpa and npa in small finance banks have decreased will they get benefit after fed rate cut?

  • @readhee
    @readhee 5 місяців тому +1

    Happy pongal soic

  • @prakashchandra6921
    @prakashchandra6921 5 місяців тому

    HP adhesive, Vishnu chemical,SRF looking good for 2024.

  • @screech9872
    @screech9872 5 місяців тому

    Thank you

  • @aamirakhtar2808
    @aamirakhtar2808 5 місяців тому

    Please make a detailed video on Trent at this valuation

  • @preetamshetty6679
    @preetamshetty6679 5 місяців тому +2

    I agree with you. However my problem is with people who have been cautious since NIFTY was 7500

    • @ishmohit1
      @ishmohit1 5 місяців тому +1

      We were investing everything that we had at 7500 😂.

  • @user-vc5iy5tg3u
    @user-vc5iy5tg3u 5 місяців тому

    Expectations r correct

  • @Prashantwagh183
    @Prashantwagh183 5 місяців тому

    Exceptation are correct

  • @dhruvhnk6860
    @dhruvhnk6860 5 місяців тому

    Precious metals ,banking and FMCG are what I am watching out for in 2024

  • @prakashchandra6921
    @prakashchandra6921 5 місяців тому

    Vishnu chemical,HP adhesive SRF &HLE glass coat in chemical sector

  • @haribhauarmal6589
    @haribhauarmal6589 5 місяців тому

    Sirji , this year no much expectations from small & mid caps except banking & finance stocks. But I'm looking for long term. Please, make video on capital goods stocks where loss making joint ventures are closing, there earnings may multifold.

  • @niharranjannayak8830
    @niharranjannayak8830 5 місяців тому

    Expecting correct

  • @sybaritebeautysalon2539
    @sybaritebeautysalon2539 5 місяців тому

    Expections are correct

  • @biotutun
    @biotutun 5 місяців тому

    expectation are Right

  • @Abc-nc3sm
    @Abc-nc3sm 5 місяців тому +1

    Some stocks to watch
    Mining equipment... eminco elecon
    Airlines....spicejet
    Banking...ujjavin sfb
    IT...cieinsys
    Auto...force motors
    Pharma...caplin labs,lincoln and marksans
    Power...cesc,sjvn
    Capital goods machinary..sangvi movers Estate...prestige
    Cons...itd cem,ncc

  • @Etv-Pradeep
    @Etv-Pradeep 5 місяців тому

    expectations are correct...

  • @kamleshkumaryadav2441
    @kamleshkumaryadav2441 5 місяців тому

    Hii Sir, your fundamentals are very strong, but missing some data for all companies like ratios, ROCE, PE, SECTORAL DISCISSION,

  • @rajeshsamant4884
    @rajeshsamant4884 5 місяців тому

    Thanks 🙏

  • @kartiknune1331
    @kartiknune1331 5 місяців тому

    Great video.

  • @swaranjitsinghsidhu4771
    @swaranjitsinghsidhu4771 5 місяців тому

    Banking and financing sector and IT sector.

  • @vikramthakur462
    @vikramthakur462 5 місяців тому

    Sir what should be realistic expectation after such amazing year of 2023

  • @santoshkumar28021983
    @santoshkumar28021983 5 місяців тому

    💯 Expectations 💯 are 💯 correct 💯

  • @manikandans9196
    @manikandans9196 5 місяців тому +1

    Hi
    Hie about ireda?
    Shall we buy at this rate for the long term ?
    Please guide

  • @shubhajitbarik9917
    @shubhajitbarik9917 5 місяців тому

    Expectation is correct

  • @dr.shailesh359
    @dr.shailesh359 5 місяців тому

    Sir plz make video on IT sector

  • @ashwinm5557
    @ashwinm5557 5 місяців тому

    How does one know which sector is going through tailwinds? Which website do you use to check that?
    Also how do you know that Mumbai and Bangalore are the regions where tailwinds are the strongest?

  • @hussainhussain-kz9hz
    @hussainhussain-kz9hz 5 місяців тому

    Shukra huzur ❤

  • @vidyad6492
    @vidyad6492 5 місяців тому

    Happy new year 🎉next time vehicle sector.

  • @manojpatil2288
    @manojpatil2288 5 місяців тому +1

    Building materials sector analysis proxy

  • @mariyakathawala9318
    @mariyakathawala9318 5 місяців тому

    ❤ Mohit just fentastic ❤

  • @omanalkhwair8075
    @omanalkhwair8075 5 місяців тому

    I think jewelery sector will do well

  • @akshatjain6226
    @akshatjain6226 5 місяців тому

    hello sir ,this is Akshat .
    Sir please try to make a video on detailed analysis of Gujarat Themis Biosyn (GUJTHEMIS),which comes under the Pharma sector.Key points :this company is having the business of manufacturing & making of Fermentation based medicines .
    Also this stock has given nearly a 70% RUNUP in the last 1 month .
    I hope You find my suggestion helpful .

  • @prithwinrapaka5862
    @prithwinrapaka5862 5 місяців тому +23

    my picks for 2024 are Aavas financiers and HDFC bank. Both are undervalued right now. I am expecting them to outperform the market in mid term. Even in the long term these high quality financiers should do well.

    • @kunaljaiswal3740
      @kunaljaiswal3740 5 місяців тому +2

      Aavas has PE overhang, promoter funds are ready to sell.

    • @nirajthere.2162
      @nirajthere.2162 5 місяців тому +1

      Akshat's Analysis

    • @rahulvadone4197
      @rahulvadone4197 5 місяців тому +2

      Akshat's analysis 🤣

    • @user-tz9fe9ev2l
      @user-tz9fe9ev2l 5 місяців тому

      Avaas roe is less then 15% ...

    • @arjungupta2687
      @arjungupta2687 5 місяців тому +4

      Bhai HDFC to acha undervalue kra diya 😂😂😂
      Down by 10% in two days

  • @sachinsonwane4218
    @sachinsonwane4218 5 місяців тому

    Expectations are low and correct.

  • @vattyysheth5135
    @vattyysheth5135 5 місяців тому

    Expectations need to be correct

  • @manojranjan582
    @manojranjan582 5 місяців тому

    Pranam sir 🙏

  • @Narsinha.Jadhav.313
    @Narsinha.Jadhav.313 5 місяців тому

    Excellent brother
    👍👍👍

    • @SOICfinance
      @SOICfinance  5 місяців тому

      Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

  • @puneet535
    @puneet535 5 місяців тому

    Hi Ishmohit. Can you plz guide me .. Which private bank is likely to fund and benefit the most from private capex cycle ?

  • @nirbhaisinghdhaliwal788
    @nirbhaisinghdhaliwal788 5 місяців тому

    Thanks

  • @believeinyourselfrob4378
    @believeinyourselfrob4378 5 місяців тому

    EXPECTATIONS are Correct

  • @debapriyadas1696
    @debapriyadas1696 5 місяців тому

    Banking sector my favourite

  • @aryavshah
    @aryavshah 5 місяців тому

    GR infra

  • @sajalraj628
    @sajalraj628 5 місяців тому

    Reading Housing Finance Bullish On IT
    PLEASE DO ANALYSIS ON HOTELS SECTOR

  • @sumitmajumder884
    @sumitmajumder884 5 місяців тому

    Please analyze pharma sector

  • @dr.jitendrasingh7844
    @dr.jitendrasingh7844 5 місяців тому +1

    Real state sector is one of the best for next 5 years

  • @sukhbirsingh3945
    @sukhbirsingh3945 5 місяців тому

    My interesting sector is banking

  • @sevakramchaudhari9529
    @sevakramchaudhari9529 5 місяців тому

    make a video infrastructure theme , like types of infrastructure. futur growth of which type of infrastructure

  • @prashantgusain8157
    @prashantgusain8157 5 місяців тому

    Sir kindly do analysis on adani ports.

  • @_M_D_M_
    @_M_D_M_ 13 днів тому

    Can we have a follow up analysis video based on new political climate?

  • @captveeresh
    @captveeresh 5 місяців тому

    Your views on defence and aerospace industry? Are they not going to be hot this year?

  • @investingjourney1478
    @investingjourney1478 5 місяців тому

    Want analysis on Supriya lifesciences and SMC global