KEY TAKEAWAYS:- 1. There is an ongoing technology war between US and China due to trade restrictions by the US on Chinese tech companies. This could benefit India through the 'China plus one' strategy of global companies looking for alternatives. 2. Equity markets have given low returns in the last 20 months but investors should focus on earnings growth rather than interest rates for future returns. Volatility and the election cycle in 2024 can drive markets. 3. SIPs work well for volatile assets like equity. It helps rupee cost averaging and investing over the long term. Volatility helps SIP returns. 4. Select equity funds based on long-term track record, consistent outperformance over the benchmark, and diversified portfolio. Don't just chase recent high returns. 5. Index funds have the same risk as the market and are not less risky than active funds. Active funds can manage risk better in certain conditions. 6. Equity is an important asset class for all investors to beat long-term inflation. Equity exposure should match risk appetite and time horizon. 7. Start early, invest regularly, have long-term views, and believe in compounding - which are key for mutual fund investing. Look beyond just returns. 8. Equity is more transparent and liquid compared to real estate. The balance between the two assets is needed in a portfolio. 9. Books like One Up on Wall Street and Psychology of Money are good for new equity investors.
@@ashishrathode6239 My pleasure brother. It is all a function of time, wish I could do this more often. Today we atleast have platforms like this where we can share/interact/debate...I remember my conversations 20 yrs ago with MFD's, gosh it was a nightmare.
ALWAYS BUY SMALL CAP MIDCAP BIGGER MUTUAL FUND. SIP IT FOR 10 YEARS WITH PATIENCE. 👍👍👍👍👍👍👍👍👍👍👍👍👍
KEY TAKEAWAYS:-
1. There is an ongoing technology war between US and China due to trade restrictions by the US on Chinese tech companies. This could benefit India through the 'China plus one' strategy of global companies looking for alternatives.
2. Equity markets have given low returns in the last 20 months but investors should focus on earnings growth rather than interest rates for future returns. Volatility and the election cycle in 2024 can drive markets.
3. SIPs work well for volatile assets like equity. It helps rupee cost averaging and investing over the long term. Volatility helps SIP returns.
4. Select equity funds based on long-term track record, consistent outperformance over the benchmark, and diversified portfolio. Don't just chase recent high returns.
5. Index funds have the same risk as the market and are not less risky than active funds. Active funds can manage risk better in certain conditions.
6. Equity is an important asset class for all investors to beat long-term inflation. Equity exposure should match risk appetite and time horizon.
7. Start early, invest regularly, have long-term views, and believe in compounding - which are key for mutual fund investing. Look beyond just returns.
8. Equity is more transparent and liquid compared to real estate. The balance between the two assets is needed in a portfolio.
9. Books like One Up on Wall Street and Psychology of Money are good for new equity investors.
Bhagwan tumhara bhala kare
The world need more people like you 😂😂
@@ashishrathode6239 My pleasure brother. It is all a function of time, wish I could do this more often. Today we atleast have platforms like this where we can share/interact/debate...I remember my conversations 20 yrs ago with MFD's, gosh it was a nightmare.
@@vishvajeetmoyon3235 Aur aapka bhi 🙏
You should start a channel Groww - Hindi and all these there
Patelji round round bahut boltey ho
Ap fund brokarsy chang krsaktya ha
Heard today.... it's a fantastic conversation. Well conducted.
God bless you both and thank you both of you ...
Superb show again Namrata
We missed last week
Keep walking the great adviser role 👍
Please discuss investment phylosophy of fund managers
Good One ! Thanks A Lot !
It would be nice and helpful if you give timestamps on the podcast
Namrata you concluded very well
Important information
Narmata ji ,good show.
Good one 🎉
Nice video
Pl mention Books he refered
Pls give timestamp
Please add timestamps
Small caps are best. In worst case also you can earn min.18% in long time
@@jishnu18 in 10 yrs they do give 15% even in dire condition
@@jishnu18 upto 70% in 2008
Intro 03:00
Looks like it's a bad time to enter a smallcap funds now.
I agree with you
These r not metals…they r semiconductor…ie intermediary to metal and non metal