So, the past 16 years is more likely to be satisfied for Indian investors and for Indian markets, how about the next three years?
Madhu Kela: But that’s the whole point that, people who truly believe in the higher order of India are those who really have done well and always take advantage of any reason to give up on the market. So, next, I’m sure three years can also be good, but I’m very cold from a next 10-20-year view of India too, things that actually fall into place.
If you look at each macro parameter and since I envy is the lowest spread of the bond we see between America and India and may have been in the last 30 years. Doesn’t it tell us something that the spread of the bond between the 10-year of Bond in America and India is less than 1.5%.
So, I’m feeling more people actually knowing the Indian story and more money comes and very happy to end public, even in real public involvement. So three years can be good.
But tell me you well mean? Let’s bifurcate the full market. So, we have nearly $ 5 trillion, 48% of the market owned by the Founcers, 25-27% belongs to foreign institutional investure and balanced public.
This whole market cape, there are 580 companies above $ 1 billion market market. But from these 580 companies, about one-third and these moderate numbers, about one-third trade over 50 PE on a tour basis. So, a balanced market where I found a lot of beauty.
So, when we say India is good, if only investing in good, it’s what happened in the last three years you made like 14-15% CAGR. So, keep you in awe to get 12% to 15% back if you invest APPEARANCE And if you are just to actually be great. Where people like me have seen an opportunity are in the sectors selected, select the stocks, and wrongly mistake to happen from time to time. So, we finally visited your channel, I remembered in January until March and literally many fears. So, if you buy India at that time and if you buy a stock specifically the alpha left in the market. So, I keep going to believe that.
It is important to focus on ideas under ideas, segregate your research time and kill time. I repeated, re-changing your research time and time to kill very clearly. I don’t have an idea now, so I need to buy it tomorrow. Markets are easy, something or the other will continue to happen. The last six-nine months that occurred if it TrumpetTarff, global war, oil prices. Now, today people talk about Iran and Israel. These things come and go. But if you are ready to be ready for your homework and if you are a very good stock picker and stock investility, this opportunity gives you time and my opinion to invest in the extras I like.
But you think that time comes in this year because of all geopolitical tensions and all that is happening all over the world, the market is actually living. In fact in the last 28 days, it was recently bound, we did not do a level of index.
Madhu Kela: I would say even if the market was there, look at the example of what happened NBFC Sector, see returns provided in the sector in the last three-four months even in a stable market. Markets don’t disappear anywhere. In fact, the more than just 6% in the last one year. small is below. Midcap is only 4% in the past one year. But you look at selected stories. Even inside the NBFC sector, something 30%, something is 50%, something even 100% in this overall sector. So that’s exactly what I’m talking about. If we think the markets can be on a room bound, that’s the best time to make stock pick.
So, we get a list of multibaggers and the title of this graphic is multibagger stocks not one but Madhusudan Kela introduced in his careers. Some of them are 10x, 20x, 50x, at least 100x. It starts with a legendary investment in yours, Passage,, Inox Group In companies, Radico Khaitan, many more. But the last part we keep this blank what are the next new themes or ideas that Madhusudan Kela waits and we’ll call this birthday’s birthday to Madhusudan Kela with our viewers.
Madhu Kela: So, I don’t have all these multibaggers, we don’t know who can be 10x and which one is 100x when we make investments. This is just a period of time we have started tracking these companies and they give, we have more convictions. Therefore, let’s tell Gujarat Fluoro For example, I bought the stock perhaps Rs 400-500 five-six years back. At that time I didn’t know it would be 10x, but I’m sure this company is good.
So, I feel it’s not a lot of returns made, so no multibaggers in times come. You see the forgot of the Indian market, even American markets that give many many multibaggers over the past four years. So, markets will always continue to give that moment. Now clearly, I see that the opportunity, I don’t know if it’s 5x or 10x, but I stay positively to fix NBBFC in the last three-four months.
The cutting rate was enhanced, their liquidity in the market because the deposits descending, suddenly see large companies at the end of three-four years in the tight regulatory regime. So, this is probably the beginning only for this sector that has not been done by the end of three-four years.
