Talking of sitting on cash Man o man ... 1.85 cr cash since September. So damn difficult to resist the temptations to enter the market... But have been saying that nifty will touch 22k and may be 18-20k.
Viewers from other channels flocking to this. We are anyway paying huge taxes, don’t want to pay for youtube content 😂 Jokes apart, I like your content. Keep it up !
Some of the hard hitting facts are beautifully spelt out. Unless new money comes into the market, there is not going to be a turnaround and common sense point on the returns between US and indian markets really makes sense, though in mind we want people to come and invest in the indian markets. Watching your videos brings in some kind of solace when the markets are depressing. The obvious choice is to not wander away from the goals and maintain calm composure. Eventually, this too shall pass.
smart investors accumulate good quality stocks , best is sip on quality stocks though one own research. , people think US is out of woods , there is greater issue which will surface.
Sir other than Trump we have issues with Slow growth of GDP nos. Any inputs/ topic of GDP on impact of slow growth other than Carona period will be great
Hello Jain sir all these factors are indicating a global Economic shift in the near term.But this will be a once in an event opportunity to become rich in the longer term.
Alokji, nice interpretation of markets nature. Do you suggest tax loss harvesting by opening one more account and save 20% short term gain with the present losses without losing portfolio. Simultaneously buying and selling holding portfolio intact.
How to invest in US bonds & how to exit it ? Please share a strategy on that There are very less videos on YT on this topic so it will be a great value add to us Also how to invest directly in US gold instead of Indian gold ETFs Do u suggest US Gold ETFs only or any other option?
have been investing for ~5 years only and am amazed looking at people panicking so much. I on other hand am going on adding more units on every fall. Not sure how long I can do that as will be running out of extra cash soon 🤣
Hello Sir, while we often blame external factors like tariffs or US policies, we must introspect. Our taxes, especially on salaried professionals like those in IT, are as high as in countries like Switzerland or Western Europe, but we get none of the benefits they offer. Instead, unsustainable policies,freebies are draining state budgets, and our solution is more taxation to honest ta payers... Until we fix our internal issues-improving productivity, offering competitive goods and services beyond IT, and adopting better policies-we won’t progress. It’s time to focus on ourselves instead of blaming external factors. Thank you.
The FMCG (Fast-Moving Consumer Goods) sector and the consumption sector are related but distinct concepts: FMCG Sector 1. *Definition*: The FMCG sector refers to companies that produce and distribute consumer goods that are non-durable, affordable, and frequently purchased. 2. *Examples*: Food and beverages, personal care products, household cleaning products, and tobacco products. 3. *Characteristics*: High volume, low margin, fast turnover, and widespread distribution. Consumption Sector 1. *Definition*: The consumption sector encompasses all industries that cater to consumer spending, including FMCG, durables, services, and experiences. 2. *Examples*: In addition to FMCG, this sector includes consumer durables (e.g., electronics, appliances), consumer services (e.g., healthcare, education), and experiential spending (e.g., travel, entertainment). 3. *Characteristics*: Encompasses a broad range of industries, focuses on consumer spending, and includes both essential and discretionary spending. Key differences: 1. *Scope*: FMCG is a subset of the consumption sector. 2. *Product categories*: FMCG focuses on non-durable goods, while the consumption sector includes durables, services, and experiences. 3. *Industry coverage*: FMCG is limited to specific industries, whereas the consumption sector covers a broader range of industries. In summary, while the FMCG sector is a component of the consumption sector, the latter is a more comprehensive concept that encompasses various industries catering to consumer spending.
It is difficult if not impossible for US to become manufacturing hub, they can never compete with others in terms of cost. Their Govt. spending on health for example will sky rocket
I have seen 10% back to back lower circuits in Nifty during the Covid crash. Was invested, still invested, will be invested. Withdrawal : only basis of the fundamental or process.
That's not the point. The thing is India as an economy is failing because of government policies and we aren't fearless enough to call that out. We are slowly going down hill because of the govt and the govt doesn't care.
When the going is good these influencers will egg you on to keep investing for Long Term gains, wealth creation and fulfillment of all goals.👺😠😵😯When the investor is caught unawares and the market starts slipping then the investor always looks back at the previous highs and sighs.😢😮The experts also tell the investors this is not the time to panic, sell nor think emotionally and encourage and even push them to endure the volatality basically the lows and wait it out for a trend reversal. After the trend reversal when u come back to Even Stevens then these so called experts show you your goals and encourage you ho continue investing and not sell. If you have to hold on patiently till your long term goals are achieved anyway then i suggest don't look at the markets at all unless some big disaster happens or a massive upsurge beyond expectation. If u have to hold on like this pl dont waste ur time seeing the advances / declines, FII investing or selling , crude oil prices going up and down, American Election, Bond yields, dollar ruppe fluctuations etc. on regular basis. Keeping a watch like an academician is ok 😂😜😵
sir kindly speak. In hindi... It is no sense to talk in. English.. Here... Most of the people in our market are hindi speaking... Even they can understand english.. What is the sense to. Speak in english..
Sir please ...dont say please subscribe this channel... This channel automatically attracts most genuine and intelligent brains..keep the show up dear
I have switched to watching your channel… really appreciate your long term outlook 🏆
I appreciate that!
Kisse switch kiya??
BM sir se😂@@ShreedevSarkar
@@shalingarg422 I knew it 😂😂😂
Last 2-3 mins of your videos, where you advise the investors, and give perspective is the paywall content in a true sense
No intention of making money off this
Sir
U r my good companion in stock market journey.
Data driven, insightful, no nonsense, no glib talk, full value, paisa vasool channel, 🙏
Thanks.
Hi Alok brother, Thank you very much. The wisdom of today's video clip starts at 16:54
You're most welcome
I m long term investor and happy today as I sit on cash from nifty Pe 24 . waiting for 18 Pe till march. Long for tomorrow.
Talking of sitting on cash
Man o man ...
1.85 cr cash since September.
So damn difficult to resist the temptations to enter the market...
But have been saying that nifty will touch 22k and may be 18-20k.
@2005kpboy just Google " nifty pe ratio crytheon " and read the page , pe at 18 is a good time to enter.
@@2005kpboy 22400+/- 250 is the target move
What makes you say that ? How do you know that markets won't reverse from 21 - 22 pe ?
@rexcherian2644 nobody knows when will nifty reverse, I m just guessing based on past data of nifty pe
Thank you Mr.Jain. Uncertain days ahead. You don't know and I don't know. Keeping fingers crossed.
Viewers from other channels flocking to this. We are anyway paying huge taxes, don’t want to pay for youtube content 😂
Jokes apart, I like your content. Keep it up !
I was exactly searching this comment.koi to bola....😂😂😂😂
599 nehi hai😢😢😢
I like the fact that Alok keeps hammering that follow discipline and back your system rather than giving a view from 40k feet!
Superb
40k feet?
As usual great commentary for the day .🙏
Glad you enjoyed it
Have really great respect on your commentary. I wait it everyday. Thanks your the guidance ❤
So nice of you
Sir , you're fantastic! A very mature take to the existing scenario in this bearish trend. Wisdom filled advice . Thank you
Thanks for your kind words.
Very well articulated perspective- as always
Glad you enjoyed it
BEST CHANNEL I HAVE SEEEN TILL NOW
Thank you Alok for all the information and advices. 🙏🏻
My pleasure 😊
Thanks Sir for another nice video, in short time covering major indices - can learn technicals too... And second half is more informative ..
FIIs have been selling daily.
Market will not stabilise unless FII selling stops.
As always very helpful in this kind situation 🙏
Glad you think so!
Some of the hard hitting facts are beautifully spelt out. Unless new money comes into the market, there is not going to be a turnaround and common sense point on the returns between US and indian markets really makes sense, though in mind we want people to come and invest in the indian markets. Watching your videos brings in some kind of solace when the markets are depressing. The obvious choice is to not wander away from the goals and maintain calm composure. Eventually, this too shall pass.
Excellent analysis as always
Glad you think so!
I liked this video. A comprehensive impact analysis. Good work. 👍👍
Glad you liked it!
Thank u very much sir 🙏 🙏 ❤❤❤❤
Thank you Alok!
My pleasure!
Do FII know about increase of capital gains tax in upcoming Budget.
No
What increase are you talking about.
Direct code ?
Or STCG to 30 now
@@2005kpboy
We have to wait till 1 st Feb. Government is short of funds and have to run freebies, social schemes.
Great piece of knowledge
Glad you liked it
Healthcare sector is looking very attractive considering market environment
That's because it's become a defensive sector. That's all.
smart investors accumulate good quality stocks , best is sip on quality stocks though one own research. , people think US is out of woods , there is greater issue which will surface.
Sir other than Trump we have issues with Slow growth of GDP nos. Any inputs/ topic of GDP on impact of slow growth other than Carona period will be great
Thank you!
You're welcome!
Thank you
Hello Jain sir all these factors are indicating a global Economic shift in the near term.But this will be a once in an event opportunity to become rich in the longer term.
I m waiting 21800 soon before 1st feb
16 to 17 k by june
@@haris1328 That will not happen. It is just FII selling so it is going down else fundamentally there is nothing has changed.
Alokji, nice interpretation of markets nature. Do you suggest tax loss harvesting by opening one more account and save 20% short term gain with the present losses without losing portfolio. Simultaneously buying and selling holding portfolio intact.
Cna wait till mar
Excellent presentation. Keep going is your moto, like it. Thank you
Thank you very much!
Very nice analysis
Glad you think so!
great analysis
Thank you.
How to invest in US bonds & how to exit it ?
Please share a strategy on that
There are very less videos on YT on this topic so it will be a great value add to us
Also how to invest directly in US gold instead of Indian gold ETFs
Do u suggest US Gold ETFs only or any other option?
Sir do you recommend putting in fresh capital at this point?
Yes. Why not
Thank you sir
So nice of you
have been investing for ~5 years only and am amazed looking at people panicking so much. I on other hand am going on adding more units on every fall. Not sure how long I can do that as will be running out of extra cash soon 🤣
The only sector going up always Healthcare
Overvalued market hai and earnings support hai nahin. That's the only analysis I can comprehend
Excellent 🎉
Thanks 😊
Thanks sir,
Most welcome
Can we do lumpsum investment in this market fall in index funds
If 5 yr window. Yes
@AlokJain ok thankyou
Sir for my next subscription renewal (minnf 10) which is due end of this month will i be charged annually or quarterly as per the sebi guidelines
Association is having meetings with sebi daily. For now it will be annual. Decision will be aoon
Hello Sir, while we often blame external factors like tariffs or US policies, we must introspect. Our taxes, especially on salaried professionals like those in IT, are as high as in countries like Switzerland or Western Europe, but we get none of the benefits they offer. Instead, unsustainable policies,freebies are draining state budgets, and our solution is more taxation to honest ta payers... Until we fix our internal issues-improving productivity, offering competitive goods and services beyond IT, and adopting better policies-we won’t progress. It’s time to focus on ourselves instead of blaming external factors. Thank you.
Quality ❤
Thanks a lot.
Sir, your dashboard shows FMCG and Consumption. Can you specify what is the difference?
The FMCG (Fast-Moving Consumer Goods) sector and the consumption sector are related but distinct concepts:
FMCG Sector
1. *Definition*: The FMCG sector refers to companies that produce and distribute consumer goods that are non-durable, affordable, and frequently purchased.
2. *Examples*: Food and beverages, personal care products, household cleaning products, and tobacco products.
3. *Characteristics*: High volume, low margin, fast turnover, and widespread distribution.
Consumption Sector
1. *Definition*: The consumption sector encompasses all industries that cater to consumer spending, including FMCG, durables, services, and experiences.
2. *Examples*: In addition to FMCG, this sector includes consumer durables (e.g., electronics, appliances), consumer services (e.g., healthcare, education), and experiential spending (e.g., travel, entertainment).
3. *Characteristics*: Encompasses a broad range of industries, focuses on consumer spending, and includes both essential and discretionary spending.
Key differences:
1. *Scope*: FMCG is a subset of the consumption sector.
2. *Product categories*: FMCG focuses on non-durable goods, while the consumption sector includes durables, services, and experiences.
3. *Industry coverage*: FMCG is limited to specific industries, whereas the consumption sector covers a broader range of industries.
In summary, while the FMCG sector is a component of the consumption sector, the latter is a more comprehensive concept that encompasses various industries catering to consumer spending.
@@MARKCRASTO Very well explained. Thanks a lot.
Explained v well beliow by markcrasto
As per today's market, Real drags were Kalyan jewellers, zomato, Dixon that brought the entire market down.
I stop till budget is over after that i wil check back my strategy
Nifty's fair value is 21600.
Excellent
Thank you so much 😀
Should MI India Top 10 portfolio holders invest more to average?
Don't see it as averaging. But allocation. Most losers will get exited
Should me start shorting stocks,?
If u cna make money why not
Tku.. reassuring..
Pharma, agriculture, infra stocks should do good in 2025
Bhai Engulfing candle theory is a trap sometimes.t
I am sure 21,000 approx to come soon post budget. But i am bullish. Nifty is flirting with the neckline of a head and shoulders.
The Market now is full of assumptions rather than actuals. 🤣By the way 'Very good Content'
Sir abhi tak to tufaan se pehle ka sanatta tha, toofaan aana to abhi baaki h shayad😅
It is difficult if not impossible for US to become manufacturing hub, they can never compete with others in terms of cost. Their Govt. spending on health for example will sky rocket
CE hold😢
Lost 2 lakhs in sensex in senseless 1000 pts candle up down 😡
Satta lagata hai tu
The learning is worth more than that.
Sir, today my portfolio down by 5 percent
Ok. Many PFS lost a lot of money. It was a bad day. Review of time to time
@AlokJain thanks sir. I also subscribed weekend investing smallcase
SIR. HOW to add value in a doctor's business. As u once said, doctor is a dhiadhi majdoor
Excel in your work and see the ppl line up
Technology and Pharma
PLZ POST MORE VIDEOS EVERYDAY SIR
👍
Sectors that will do well? I say Pharma, unless some extreme step is taken by Trump
I have seen 10% back to back lower circuits in Nifty during the Covid crash. Was invested, still invested, will be invested.
Withdrawal : only basis of the fundamental or process.
That's not the point. The thing is India as an economy is failing because of government policies and we aren't fearless enough to call that out. We are slowly going down hill because of the govt and the govt doesn't care.
If you want to survive in the market always be skeptical ❤
When the going is good these influencers will egg you on to keep investing for Long Term gains, wealth creation and fulfillment of all goals.👺😠😵😯When the investor is caught unawares and the market starts slipping then the investor always looks back at the previous highs and sighs.😢😮The experts also tell the investors this is not the time to panic, sell nor think emotionally and encourage and even push them to endure the volatality basically the lows and wait it out for a trend reversal. After the trend reversal when u come back to Even Stevens then these so called experts show you your goals and encourage you ho continue investing and not sell.
If you have to hold on patiently till your long term goals are achieved anyway then i suggest don't look at the markets at all unless some big disaster happens or a massive upsurge beyond expectation. If u have to hold on like this pl dont waste ur time seeing the advances / declines, FII investing or selling , crude oil prices going up and down, American Election, Bond yields, dollar ruppe fluctuations etc. on regular basis. Keeping a watch like an academician is ok 😂😜😵
Kitna time waste kiya ye likhne mein bhai saab
More pain to come ?
We cant absorb Bro.
मोदी है तो मुमकिन है
There was no new info.
Really very disappointed by Mkt today's behaviour 😢
18000 by march coming
You're not a media person to read news
Indeed. Not
Bazzar gid to gaya na....Ab analsys karke kaya faida. You are just reading what has already happened.
Ok. It is like saying job mil gayi hai. Ab aur mehnat karke kya fayeda.
sir kindly speak. In hindi... It is no sense to talk in. English.. Here... Most of the people in our market are hindi speaking... Even they can understand english.. What is the sense to. Speak in english..
There's a Hindi channel. Pls go there.
Please check this-
th-cam.com/channels/Gktr2WRjDi8PfXrqXOfGSA.html
@viveksoty i know there is a hindi channel
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