For a public fund manager to take such bold calls is commendable. Markets can remain irrational for long period of times. He is willing to go through underperformance for extended periods for times shows his conviction in his research. That's why he keeps minimum 10 cr ticket size for his funds. He doesn't want panicky investors.
Never invested in his AIF/PMS but always followed his advice given on such TV appearances. Because of him, sold my entire Indian market portfolio in Sept. & as a result made quite the returns. Ready to reinvest again.Much respect!🙏🏽😊
His 80% cash is generating 6-7 % return. If his avg sale price is at nifty 25000 then he can buy again next year and stll match or beat market if market remains below 27000.
Sidhartha is dead right & very very sensible, im mighty impressed with his assessment of the market. A global recession or depression is long overdue. There has to be blood on the streets sooner than later.....
Awesome interview by Siddharth Bhaiya. But is possible he is discounting the energy required for AI. Perhaps on a 3 year horizon, the supply will still be short.
Inter subjective reality is very different from objective reality. Yes market is overvalued but I think it will remain over value. China is cheap but remember they want Taiwan in 2027. Bhaiya said best time to buy when earnings deteriorates but they have 80% cash.Thank you for sharing your experience with us.
He is underestimating the power of retailers... Now due to knowledge and AI people are buying high quality share with low valuation... They are not leveraged People are becoming smarter U are thinking about blood bath... No one is going to sell his high quality low valuation share to you just because market corrects 10 or 20 percent If you are really in 80 percent cash you will be in cash forever
If I'm right, exactly an year ago, Sidhartha Bhaiya said he still had investing options that will go multiple X !! Now im surprised he says he predicted a crash and has 80% in cash...
I appreciate NDTV's efforts, my request is when extreme opinions are aired, it is better to review with the same guest in a month or quarter to see if things have improved.
Don't need to be lazy. Once PE drops below 20 it's undervalued market, a simple Google search will you give that result. Invest like you would in your own business, with proper calculation and learning
@@Guru-vn7sw Yes bank has delivered excellent results in Q2 better than most of the banks. profit margin is up by >90%, Earning per share increased by 125%. But valuation is still high. But sooner or later Yes bank stock will start performing.
@@Guru-vn7sw Yes bank has delivered much better result compared to most of the banks in Q2. Earnings per share increased >120 %. Though valuation is little high, if it delivers another quarter with similar results, it is going fly
If you all know such things then why owner not selling his stocks. Owner focuses on his business to grow and over time he knows his stocks will grow. Same as equity mutual fund investment. For me if u cannot run sip for 20 yrs then dont invest in pure equity fund. Fund return can be zero for 10 yrs. So asset allocation is the key.
While I agree to some comments but I find that I disagree on some. There is growth in 2W in auto. Bajaj for instance. There is growth in oil and gas sector. PSU banks are growing well and Govt is going to receive massive dividends this year. The first 6 months of this FY has been tough, weather related. Watch out for the second half. Also, India might get a rating upgrade soon, India has been fiscally prudent.
This guy has been on cash since october 2023 and was spreading fears of market over valuation. He sold at 21k and wishing market to comeback 15k so that he can buy back cheap again. He will face fate similar to Jim Rogers who is negative since 2010 🤣🤣
THe real reason i believe there is fall in urban consumption is because of real estate boom and people investing in real estate cut down on expenses for initial few years. The wealth management folks see the world from their lens but its bit far from the reality. The zomato guys and uber guys are more concerned about the rising rentals than investing in stock options
The problem with such guys is that either they are unable to identify great companies or they are very over confident about their analysis and projections, that's why they generalise everything and keep on preaching the notion of valuations being expensive. Though he may be right about the nuisance right now among the semi literates to earn a quick buck, almost gambling in the market but what I don't agree is the fact that he is sitting on a major amount of cash instead of deploying at least 50 percent. The Indian stock market is so huge, there are so many mind blowing companies with great exponential future potential and these guys approach it very robotically. The 80 percent cash he is sitting on will ultimately be invested at higher levels, that's the price one needs to pay for being oversmart. Don't over analyse the market, keep it simple.
Buy the dip in adani stock and become crorepati within 3 months. No need to work for 70 hours per week for 25 thousand rupee monthly salary to make Narayan Murthys just born grand baby crorepati. Throw the resignation paper to HR and say I QUIT and wont let you eat any more commission from end client dollars from my blood sweat and tear.
If BYD Is growing at 50% rates and capturing global market share then it's not going to be able to grow at this rate for long. It's totally counter-intuitive. On the other hand,why will allocation to equities go down when index & the value of holding is up atleast 3-3.5x in last 4.5 years? No one sells and buys like SB is suggesting.
While i agree with most of what he says but the case with BYD is not agreeable..people should research what BYD has been doing in China..sooner or later it will fall on its own weight
Asian paints ,titan ,hdfc bank ,bajaj finance ,dmart and see the valuations even now is very low and they are going to make money for the investors look at HDFC and D mart it self.You wont get BHEL @ 10 rupeese (jocker) till the time ukrain russia ,isrel and azerbhaigan to armenia wars are going on.
NO sir its gambling only until you do not know shit about it. I was earning handsomely with weekly expiries and know many who started making substantial profits, which obviously turned out bad in the eyes of our regulators and in turn our government and that is why they stopped it all of a sudden.
The automobole companies are growing at 15 to 20 perecent in India. How can you compare pe ratio of indian companies with forign companies all of which have shown negative growth
There are thousands of utuber... and market gurus teaching options ..and claiming that he drives auto and makes money.. Big laugh 😂😂😂 Ironey us that those idiots teaching options doesn't make money themselves.... ❤
Its easy to comment after significant correction that this joker is sitting on 80% cash. When entire world is predicting that India is is growing at a good pace. Its all hoax and lies to become a good fund manager
Valuation is high and all these all are bullshit talk, why don’t we talk about actual problem as government expenditure is very low if government expenditure and government is busy in their elections. Is government think about economy and India?? Or they just want to win elections that is their goal?? Please talk about some insights of market instead of valuation valuation.
No one can forecast the stock market, interest rates, or the future course of the economy. Disregard all of these predictions and focus on the actual performance of the businesses you have invested in. It can't harm you if you're ready for a stock market downturn. When the market is declining, it's a perfect chance to grab the deals that investors who are panicking are leaving behind. Rs 5800 crore cash, orders worth Rs 21000 crore in hand. You can buy this entire business for just Rs 8000 crore! This is the case when you are buying shares of PNC Infratech Company at the current market price.
BYD has one of the most substandard cars for offer. Beyond the flashy looks and jumping on suspensions, the cars are absolute crap. Typical Chinese stuff that goes cheap and wipes out competetion only due to price. The quality is absent as always.
Buy the dip in adani stock and become crorepati within 3 months. No need to work for 70 hours per week for 25 thousand rupee monthly salary to make Narayan Murthys just born grand baby crorepati. Throw the resignation paper to HR and say I QUIT and wont let you eat any more commission from end client dollars from my blood sweat and tear.
He talks like bhaiya from bihar only. Its easy to quote past, he is comparing lows of covid with current situation. Seriously NDTV are we seriously showing his views to 150 billion Indians. On very high base we are comparing the performance of Indian market and after this correction a joker is coming on large channel and declining the good work. I hate BJP but still better than this joker
❤❤❤❤❤ what’s the percentage of success in professional examination like IIT, IIMs,AIIMS, NDA or in any professional sports How many plays for India. What is the failure rate in such professional ventures ????? Even more than 99 percent aspirants unfortunately fails in passing exams , it’s waste of money, time and energy. Millions of hours getting wasted So like option trading they must ban various entrance examinations. Ban smoking ban drinking ban trading. It appears these guys are full of inferiority complex and jealousy.
Its easy to comment after significant correction that this joker is sitting on 80% cash. When entire world is predicting that India is is growing at a good pace. Its all hoax and lies to become a good fund manager
He talks like bhaiya from bihar only. Its easy to quote past, he is comparing lows of covid with current situation. Seriously NDTV are we seriously showing his views to 150 billion Indians. On very high base we are comparing the performance of Indian market and after this correction a joker is coming on large channel and declining the good work. I hate BJP but still better than this joker
For a public fund manager to take such bold calls is commendable. Markets can remain irrational for long period of times. He is willing to go through underperformance for extended periods for times shows his conviction in his research. That's why he keeps minimum 10 cr ticket size for his funds. He doesn't want panicky investors.
He personifies long term investing which is something so rare in the Indian stock market.😅
@@66Dakshinian for PMS it is 25Cr
Finally siddhartha got courage after actually seeing market fall 😂
The only logical person in the entire market
Thank you Neeraj for bringing good managers and helping investors
please chk the link that I have shared which was opposite of this discussion
Peter Lynch says, “Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.”
Never invested in his AIF/PMS but always followed his advice given on such TV appearances. Because of him, sold my entire Indian market portfolio in Sept. & as a result made quite the returns. Ready to reinvest again.Much respect!🙏🏽😊
His 80% cash is generating 6-7 % return.
If his avg sale price is at nifty 25000 then he can buy again next year and stll match or beat market if market remains below 27000.
Nat Friedman famously said “pessimists sound smart, optimists make money.”
His fund has delivered annually 25%+ returns over the last decade or so... If he has booked profit and reduced his exposure. what is wrong with that?
@shaurya92ful Nifty 500 Index itself gave 20% returns in last 5 years & Nifty Midcap index returns were 27%.
@@sachinkmehtapoint to point returns easy to say. 10 plus years that is not the return. I beleive nifty 500 return is around 13% CAGR
How these guys come out only when there is a fall? So much what ifs!
and he made the most money in compare to other pms (10 year duration)
Best investor comments I have ever seen. He has been saying this since April/May 2024
As always great to hear Siddhartha
Great interview !!
Great analysis. Must watch. Do make notes of parameters used by these analysts to guage market.
This guy got clear idea, what he is doing....
Excellent. Thank you.
Exceptional!
Thanks for a great insight
Superb interview, lots of learning
Finally sum1 telling the truth as it is
Sidhartha is dead right & very very sensible, im mighty impressed with his assessment of the market.
A global recession or depression is long overdue.
There has to be blood on the streets sooner than later.....
Awesome interview by Siddharth Bhaiya. But is possible he is discounting the energy required for AI. Perhaps on a 3 year horizon, the supply will still be short.
Very good discussion
rational- appreciated
He calls a spade a spade, excellent talk
Contrarian 💪🏼
I am 60% in cash. I agree with this guy abt valuations. Real Money is made by buying at low valuations and selling at high multiples.
It's time to raise minimum wages significantly so take some money from companies to people .
Thanks for sharing
Inter subjective reality is very different from objective reality. Yes market is overvalued but I think it will remain over value. China is cheap but remember they want Taiwan in 2027.
Bhaiya said best time to buy when earnings deteriorates but they have 80% cash.Thank you for sharing your experience with us.
He is underestimating the power of retailers... Now due to knowledge and AI people are buying high quality share with low valuation...
They are not leveraged
People are becoming smarter
U are thinking about blood bath... No one is going to sell his high quality low valuation share to you just because market corrects 10 or 20 percent
If you are really in 80 percent cash you will be in cash forever
Nice
If I'm right, exactly an year ago, Sidhartha Bhaiya said he still had investing options that will go multiple X !! Now im surprised he says he predicted a crash and has 80% in cash...
He is not predicting a crash.
More like the market is unlikely to go up atleast for another year.
Check his April interview on this channel.
true.
@harimukundan2908 👍
Please provide link for the white paper that Sidharth talked about. Thanks
The comment section clearly suggests much deeper fall to come through. Too much optimisim yet with no fear whatsover.
love this guy siddhartha.
I appreciate NDTV's efforts, my request is when extreme opinions are aired, it is better to review with the same guest in a month or quarter to see if things have improved.
Don't need to be lazy. Once PE drops below 20 it's undervalued market, a simple Google search will you give that result. Invest like you would in your own business, with proper calculation and learning
Eye opener
This guy was 99℅ in cash 2 weeks back
Select companies have done really well like PNB, Yes Bank, AdaniPort, KPI Green Energy, ZenTech., Tejas Network etc..:)
Can you explain your view on yes bank ?!
@@Guru-vn7sw Yes bank has delivered excellent results in Q2 better than most of the banks. profit margin is up by >90%, Earning per share increased by 125%. But valuation is still high. But sooner or later Yes bank stock will start performing.
@@Guru-vn7sw Yes bank has delivered much better result compared to most of the banks in Q2. Earnings per share increased >120 %. Though valuation is little high, if it delivers another quarter with similar results, it is going fly
@ thank you for the response
If you all know such things then why owner not selling his stocks.
Owner focuses on his business to grow and over time he knows his stocks will grow.
Same as equity mutual fund investment.
For me if u cannot run sip for 20 yrs then dont invest in pure equity fund. Fund return can be zero for 10 yrs.
So asset allocation is the key.
I want debate between siddarth and saurabh
Saurabh is nonsensical, only a good storyteller.
He will buy when there is blood on the streets. Are all these adjectives when we look in past. Common dude people now understands
These guys have now sold their position and looking to buy lower. So narrative is now being build to buy at lower prices. Keep buying.
While I agree to some comments but I find that I disagree on some. There is growth in 2W in auto. Bajaj for instance. There is growth in oil and gas sector. PSU banks are growing well and Govt is going to receive massive dividends this year. The first 6 months of this FY has been tough, weather related. Watch out for the second half.
Also, India might get a rating upgrade soon, India has been fiscally prudent.
Retailers have privilege to entry and exit at any levels but you don't have this power
This guy has been on cash since october 2023 and was spreading fears of market over valuation. He sold at 21k and wishing market to comeback 15k so that he can buy back cheap again. He will face fate similar to Jim Rogers who is negative since 2010 🤣🤣
Yes, and one day he will come back and say I was correct.😂
You people are having lot of money to lose to FII
Do you still think same?
Reality check finally
Could have asked siddhartha's views on capital market theme !!
Thankfully there is a fund manager who thinks about his investors before his fees 😉
THe real reason i believe there is fall in urban consumption is because of real estate boom and people investing in real estate cut down on expenses for initial few years. The wealth management folks see the world from their lens but its bit far from the reality. The zomato guys and uber guys are more concerned about the rising rentals than investing in stock options
Gold
The problem with such guys is that either they are unable to identify great companies or they are very over confident about their analysis and projections, that's why they generalise everything and keep on preaching the notion of valuations being expensive. Though he may be right about the nuisance right now among the semi literates to earn a quick buck, almost gambling in the market but what I don't agree is the fact that he is sitting on a major amount of cash instead of deploying at least 50 percent. The Indian stock market is so huge, there are so many mind blowing companies with great exponential future potential and these guys approach it very robotically. The 80 percent cash he is sitting on will ultimately be invested at higher levels, that's the price one needs to pay for being oversmart. Don't over analyse the market, keep it simple.
Modiji with media made enough of jhumlas on development now reality is stepping in
Treat to listen to Siddharth
Personally finding very good value in markets. Seems he is not looking deeply enough
Nothing of what is mentioned in the title of this video clip is being covered. Totally waste of time watching
Good time to buy Adani Group Stocks it is down by 10% to 20% today. Looking for some more correction of another 10% for investment.
Buy the dip in adani stock and become crorepati within 3 months. No need to work for 70 hours per week for 25 thousand rupee monthly salary to make Narayan Murthys just born grand baby crorepati. Throw the resignation paper to HR and say I QUIT and wont let you eat any more commission from end client dollars from my blood sweat and tear.
If BYD Is growing at 50% rates and capturing global market share then it's not going to be able to grow at this rate for long. It's totally counter-intuitive.
On the other hand,why will allocation to equities go down when index & the value of holding is up atleast 3-3.5x in last 4.5 years? No one sells and buys like SB is suggesting.
Any comments on adani share?
Adani port is much cheaper in terms of valuation, and it is a monopoly. Just because of news it is falling.
More money is lost by waiting for crash that investing systematically- Peter Lynch ❤
While i agree with most of what he says but the case with BYD is not agreeable..people should research what BYD has been doing in China..sooner or later it will fall on its own weight
Asian paints ,titan ,hdfc bank ,bajaj finance ,dmart and see the valuations even now is very low and they are going to make money for the investors look at HDFC and D mart it self.You wont get BHEL @ 10 rupeese (jocker) till the time ukrain russia ,isrel and azerbhaigan to armenia wars are going on.
Fenku bhaiya ...
👍
Seema he konws very well about ED,IT, and CBI.if he speaks his mind these agencies willl knock his doors tomorrow 😂😂😂😅😅
CJI got a new job😮
'There is no power shortage in the country ' 😂😂
Modi Ji has already taken LOAN fully now there’s no money for infrastructure spending
😂 do u understand economics a little Atleast, keep blaming modi 😂😂😂
NO sir its gambling only until you do not know shit about it.
I was earning handsomely with weekly expiries and know many who started making substantial profits, which obviously turned out bad in the eyes of our regulators and in turn our government and that is why they stopped it all of a sudden.
no, adani has been showing blood all iver
The automobole companies are growing at 15 to 20 perecent in India. How can you compare pe ratio of indian companies with forign companies all of which have shown negative growth
Itna confidence laate kahan se ho.. u went miserably wrong 6 month back.. now again muh utha ke aajate ho 🤬🤬
Bhaiya wants ur money to give it G media
Laal hai❤
"Wake up and smell the coffee" - The whole of NDTV Profit crew has made a career out of that idiom. 😂
Last npa cycle was in 2008? What is he talking
Market ko dek ke lagta hai tum 80 percent cash ki FD karoge...
please invite BASANT MAHESHWARI Ji
Bhaiya ji ismile...
There are thousands of utuber...
and market gurus teaching options ..and claiming that he drives auto and makes money..
Big laugh 😂😂😂
Ironey us that those idiots teaching options doesn't make money themselves....
❤
NDTV down 300% 🤣🤣
Ye haaf kyu raha hai 😮😮
He will still on cash until market hits ATH
This guy is negative on everything 😭😭
Its easy to comment after significant correction that this joker is sitting on 80% cash. When entire world is predicting that India is is growing at a good pace. Its all hoax and lies to become a good fund manager
Valuation is high and all these all are bullshit talk, why don’t we talk about actual problem as government expenditure is very low if government expenditure and government is busy in their elections. Is government think about economy and India?? Or they just want to win elections that is their goal?? Please talk about some insights of market instead of valuation valuation.
No one can forecast the stock market, interest rates, or the future course of the economy. Disregard all of these predictions and focus on the actual performance of the businesses you have invested in. It can't harm you if you're ready for a stock market downturn. When the market is declining, it's a perfect chance to grab the deals that investors who are panicking are leaving behind. Rs 5800 crore cash, orders worth Rs 21000 crore in hand. You can buy this entire business for just Rs 8000 crore! This is the case when you are buying shares of PNC Infratech Company at the current market price.
BYD has one of the most substandard cars for offer. Beyond the flashy looks and jumping on suspensions, the cars are absolute crap. Typical Chinese stuff that goes cheap and wipes out competetion only due to price. The quality is absent as always.
Buy the dip in adani stock and become crorepati within 3 months. No need to work for 70 hours per week for 25 thousand rupee monthly salary to make Narayan Murthys just born grand baby crorepati. Throw the resignation paper to HR and say I QUIT and wont let you eat any more commission from end client dollars from my blood sweat and tear.
He talks like bhaiya from bihar only. Its easy to quote past, he is comparing lows of covid with current situation. Seriously NDTV are we seriously showing his views to 150 billion Indians. On very high base we are comparing the performance of Indian market and after this correction a joker is coming on large channel and declining the good work. I hate BJP but still better than this joker
❤❤❤❤❤ what’s the percentage of success in professional examination like IIT, IIMs,AIIMS, NDA or in any professional sports
How many plays for India. What is the failure rate in such professional ventures ?????
Even more than 99 percent aspirants unfortunately fails in passing exams , it’s waste of money, time and energy. Millions of hours getting wasted
So like option trading they must ban various entrance examinations.
Ban smoking ban drinking ban trading. It appears these guys are full of inferiority complex and jealousy.
Suiddhart bhaiya if you are reding this comment please reply to my mail .....☺
Its easy to comment after significant correction that this joker is sitting on 80% cash. When entire world is predicting that India is is growing at a good pace. Its all hoax and lies to become a good fund manager
He talks like bhaiya from bihar only. Its easy to quote past, he is comparing lows of covid with current situation. Seriously NDTV are we seriously showing his views to 150 billion Indians. On very high base we are comparing the performance of Indian market and after this correction a joker is coming on large channel and declining the good work. I hate BJP but still better than this joker
Check his pms last 10 year return
He is intelligent guy