00:00Hello and welcome, you are looking at Good Returns. I am with you, I am with you.
00:15Gold is about 1.5 lakhs. Chandy has 3 lakhs.
00:21You can clearly see that in the commodity market, there is a lot of time.
00:25You can see both Sun and Chandy.
00:30So, what do you want to do?
00:32Do you want to invest?
00:34If you have invested, go to wait and watch.
00:37Or do you want to do a profit booking?
00:39Now, what are you doing in this video?
00:43We have a very special guest with you.
00:46Renisha Chenani Ji is joined with us.
00:49Ma'am, welcome to Good Returns.
00:52Thank you. Thanks for inviting me.
00:55First of all, we will ask you, how are these commodities' outlook?
01:01How are the gold and silver?
01:04And the biggest thing is, Niveshuk is a little confused and a little scared.
01:08The rally has not been missed. How are Niveshuk's FOMO factors?
01:11We have seen a phenomenal return in the last 2-3 years in the last 2-3 years.
01:18In fact, silver has outperformed quite a lot.
01:20In the last 2-3 years, the price rises in the last 2-3 years.
01:24The price rises in the last 2-3 years.
01:26I think silver has been pretty strong.
01:28Yes, fundamentals were quite strong, particularly.
01:31Industrial demand was quite strong.
01:33It was a lot of supply deficit in the last 4-5 years.
01:36The boom in the prices, I think, I haven't expected too much to have a fast lot of efficiency.
01:42expected but as b prices now you know 95 dollars
01:47ka level silver ne touch kiya hai sava 3 lakh and gold ne
01:50ormust 1.5 lakh ka level cross ka liya hai
01:54ah to yes ea fomo here market mein kaapi hai
01:57ki hamin ye rally miss ka li ab kya karna chahiye
02:00so i would advise is ki abhi kisi ko agar newly enter hoona hai is market mein
02:06so pura lump sum amount na invest karein thoda risk factor jahada
02:10rahe ga batik staggered way me investment karna start kare
02:13sakte hai ar mahini aap thoda thoda invest ki jihye sip ke through
02:17aa sip ap eqf's mein bhi kar sakte hai and aap digital gold digital silver
02:22mein bhi kar sakte hai so staggered way me aapka joh average buying price joh
02:26hai wo sahi rahe ga and aap thoda aapna time horizon lamba rakhye
02:30aisa na sochei ki mihja 6 mahine me ek saal pe profit book kar lera hai
02:34thoda 2-3 saak at least time horizon rakhye to aapko bhoat hi
02:37achi returns milenge and aapne portfolio ka i would say at least 20 percent gold in
02:43silva me zharu ndal hai toh bhi aapka joh overall portfolio hai uska risk adjusted return
02:48kaafi aachha ho jayera so abhi bhi this rally still has more room
02:52aa to go higher aa to abhi bhi yaha phe investment kia ja saka hai
02:56ji aa ma'am lekin targets agar me aapse jana chao ki almost dhe laakka ka akra
03:05paar ho gaya hai gold ka tien laakke oopar silver chala gaya hai dhonohi commodities all time
03:10high per hai apne iske baar targets kya honge niche aayenge dhonoh commodities kya
03:15aa jis tarah se abhi aa geo-political tensions banne huo hai jo makro economic outlook hai
03:21toh fundamentals kaafi strong hai abhi toh thoda profit booking a sakta hai but it would be like ki
03:28agar four steps uh prizes higher jari hai toh it will only come back by only one step
03:34aa otherwise mujhe lagta hai for next two-three months abhi bhi upside momentum continue rahe ga so
03:39so yeh rally mujhe lagari hai gold aa five thousand dollars across kar sata hai next two-three
03:44mahinay mein and aa silver jo hai mujhe lag ra hai ki hundred dollars ki level across kar sakti
03:50hai in short term joh indian prizes mein lag-lag silver ki level rahegi aa saadhe three lakh ki
03:55and aa gold ka jo target hai mera aa index uh in mei short term mujhe lag ra hai ki one
04:01lakh sixty thousand sixty five thousand tak ke am levels dek sakti hai in yeh short term targets
04:06on long term mujhe lagta hai by this year end agar isi tarah se you know geopolitical tensions
04:12banne rahe ah jis tarah se abhi aap dekhray hai hai trump jo hai u.s ka apna power
04:17egressively sub-jaga apna show kar rahe hai ah woh china ke saadh you know ah already a cold war
04:25mein hai russia ke saadh cold war mein hai abhi european union ke saadh bhi wo ek trade tariff
04:31laga kar waha pe bhi war like situation create kar rahe hai iran ke saadh unko problems
04:35hain to pura ka pura world ek taraf aur u.s ek taraf is tarah se situation ho chukhi hai toh trump
04:41is having problems with everyone every country most of the countries toh ye eek aisa situation
04:47joh pehle kisi nahin dahi gha and is geopolitical tensions mein tandao mein political uncertainty mein
04:53joh safe event asset hai hard asset hai wohh sirf gold and silver hai joh perform kar rahe hai
04:59toh isli mujhe lag ra hai ji short term mein abhi bhi ye rally continue rahe gi long term
05:04targets abhi bhi yaan sa mujhe lag ra hai 20-25 percent higher prices dekhi jaa sakti by this year end
05:09baat sirf gold ki kye kare hai hai ham silver ke baro me bhi bata rhae hai ki gold ko outperform kar rahe hai
05:14renisha ji gold ko outperform kar rahe hai silver eek sammye mein kaa zhata tha ki poor man's gold
05:20hai silver lekin ab new gold hai silver kya sakti hai
05:25ji bilkul it is no more a poor cousin of gold silver ne bhoat hi achha perform kiya hai gold ke
05:31mokable pichle sasal dh menei pahele april mein joh gold silver ratio tha that was around 105
05:37aur abhi joh gold silver ratio hai that is below 50. matlab agar aapko 1 kg ah gold khari
05:43dna tha toh aapko 107 kgs 105 kgs jitna silver chahiye tha aur abhi sirf 50 kg silver chahiye
05:51hai silver kohat hi achha outperform kiya hai gold ke mokable because uski industrial demand kafi
05:58strong ho chukhi hai agar sirwar ka hum supply demand equation dhekhe toh lagbag ah joh
06:04demand joe hai woh hai 33,000 tons ka aspars har saal aur joh production hai joh
06:09amare pas supply aati hai recycled ya mining woh lagbag hoti hai 30,000 ka aspars
06:15toh joh yoh gap hai 3,000 tons ka yeh deficit create kar rahe pichle 4-5 salou se
06:21aur lagadar haap dhekh rahe hai ki industrial demand berht rahi hai so out of this 33,000
06:27uh industrial demand joh hua kerti thi pahle 15,000 tons hua kerti thi pahle 15,000 tons hua kerti
06:30but pichle 5-5 salou mein yeh demand berht ke abhi 20,000 tons jitni ho chukhi hai toh solar
06:37energy may joe green energy hai ev vehicles mein yaa phir ai data centers mein faiji
06:44technology mein joh har chhoti chhoti chhoti cheez naam silver ka usage dekh hai hai continuously
06:49demand bhoot jahda strong hai and hum investment demand bhi kaafi strong
06:53dhekh rahe hai loog baars and points khari dae hai actually to gain you know this rally
06:57os profit karne ke liye bade bade bade amount me baars khari dae hai toh hi continue se joh
07:03demand arhi hai prices ko support karri hai toh I don't think he ee bubble hai joh
07:07burst ho jahe ga this rally is fundamentally backed and mujhe lagta hai ki still uh abhi bhi
07:12am yaa se upside moment up aur bhi dhekh sakti hai agar bubble nahi hai aur agar yoh fundamentally
07:18backed hai toh phir sabse bada sawal yehi ki ki kis tariqe se isme nivesh karna chahiye
07:23ki ki return ke chances bhoot mazboot ho jatay hai aasi situations mein fundamentli
07:28back bhi hai bubble bhi nahi ban raha toh returns behter milenge kitna gold mein kitna silver
07:33mein kis tariqe se balance kare aapne portfolio ko ame hamishe ye advice karthi ho ki aap
07:39aapne portfolio mein jasne mei bata aya ki aap 20% gold silver rakhye toh usmei aap 10 to 15
07:45percent gold rakhsakte hai and five to ten percent silver rakhsakte hai ah silver jahada
07:50volatile hai iske thoda ba proportion silva ka kam rakhsakte hai otherwise if you can more take
07:55more risk a risk averse hai toh donoh 50 50 bhi rakhsakte hai and kis form mein karna chahiye
08:01i would say ki ah you know agar if you want to flaunt your assets aapko dikhana hai aapke
08:06bhi gold hai hai physical ah jewelry khari dna physical bars and points khari dna bhi hai
08:11my advice karthi ho ki ki ah jo auspicious days aate hai jase akshir titya aagya dhantirasi bali aagya
08:18saal mei ee 2 baara physical ah job ka lam sum savings saal me aap physically pay kigeje
08:23baars mein kige coins mein kige jay joelleri mein kige whatever form you want silva baars
08:28me kare saktte hai gold baars me kare saktte hai so 50 percent of physical amount invest kige
08:32and 50 percent of digital way me kige jay se mein hai bata ya ki aap sip ka lije toh har mahini
08:37aapthoda-thoda-thoda-thoda sip bhi kar rahe hai through ah etfs ya digital gold se digital silver
08:43mahi sip ho ta hai ah toh is sara se aap apna overall you know diversified rehte hai 50
08:49percent aapne physical buy ki hai jau aapke baas savings aari akshir titya aari diwali par
08:54and baaki har mahini thoda-thoda-thoda invested rehte hai so diversified aapka portfolio bhoat
08:58echa batta hai jay aap eek number hai mein uski taraf apka dhyan leker ke jatui gold etfs ka
09:06inflow joe hai wo december 2025 ka akra joh amfi najari kiya uske according
09:1211,647 crore rupae ka inflow aaya hai gold etfs me ab agar renishanji usko market se compare
09:20to market yani equities ki me baat karhi ho bhoat kum valuation yaha pa naza rati hai compare to
09:27gold etf ka inflow jah gold etfs ki joh issa me valuation hai kya ye risky situation nahi
09:33hai gold investors ke liye kya aisa lag raha hai ki ab interest thoda equities ki
09:38taraf ja sakta hai kyunki valuation gold etfs ke comparison mein bhoat zyadha kam ho
09:42gai hai kyunki ek time tha jab equities chod karke loog gold ki taraf a raha hai
09:46see pura ka pura apna portfolio eek jaga se hai dhusri zaga shift ko hi bhi
09:51nahi nahi karta sablog jitna ho sakhi diversify karte hai hai and jis tarah se gold
09:56ne athne achse returns dhiye hai 15% CHJR returns dhiye hai pichele 20 saal ho se toh
10:01ham dekha hai that is even more than nifty toh outperform kiya hai gold ne in short term
10:06and long term as a asset class toh sab apna portfolio eek joh diversify kar raha
10:12aur joh joh under allocated thay gold mein jaysse koji 5% 10% allocated tha toh
10:18apna portfolio ka allocation bada raha raha hai yeh sirp india me nhi ho raha hai world over
10:22ho raha hai ki allocations bada raha hai bade bade investment funds pensions funds
10:26woh bhi apna allocation bada raha raha hai boriserva meh so yes ah mocha li rhatta ki
10:31evolutions overvalued ho chukhi hai toh bhi bhi haan se bhoat zyadha hume ah
10:36inflows aate pe dekh saate hai kyunki joh india meh jayse apne ah value terms me bataya
10:41agar mein aapko volume terms meh bethau toh india meh just you know 95 tons ka
10:46aum hai gold ka and woh ek saal pehle ah 60 tons tha toh ek saal mein 50 percent
10:53hamne jahada inflows dekhi hai 50 percent jitna yeh aum bade chukka hai from 60 tons to 95 tons
11:00in only one year 2025 toh iski wajay se ah lagataar bhoat achi bhaing a rahi hai hai jayse
11:06meh nne bataya allocations bade raha aur ma expect kar rihun bhoat hi chel 100 tons bhi yeh cross
11:11ho jayega eek dho mahinye mein and in fact gradually aum bharata ni jayega etf etfs ka and
11:17jada se jada log abhi jueleri se jada yeh pasand kare hai ki bars and points mein
11:22hum physical bhaing kare yaa phir etfs mein bhaing kare kyunki wo investment ki tada
11:25dhek rhaen ah gold ko i think abhi bhi yaha se kafi jaga baaki hai etfs aur
11:30aur aachha outperform kar sakti hai and aur ismein holdings bhar sakti hai ah jo maam
11:36log current buying ki opportunity dhune raha hai unko suggestion kya hoga dips mein bhai karne
11:42ka suggestion hai yaa phir current prices pe abhi kharidari ki jasa sakti hai ah see dips
11:47milna pakarna un levels ko bhor difficult hai ah so iste mei bholti yun ki ah lam sam
11:53ek price pe gold or silver buy karna it's not possible for retail investors
11:58toh hamishaa passive way me aap ki jay si p karte hai yeh stagard way me nahi toh
12:03thoda-thoda kardi ji agar aapke paas lambsup amount hai aaj invest karne ke liye
12:07toh 25 percent do it at current price 25 percent do it at current price 25 percent
12:11aapko lagta hai ki thoda prices niche aare hai silver 10-15000 niche aare
12:15thoda aur 25 percent ndale aur 10,000-15000 niche aare ke toh aur
12:19ndale ki isse tarah se thoda stagard way me kare hai poora-poora amount
12:22eek amount eek price pe maddane adewais aapki timing nahi pakar baate hai nahi
12:27samaj jata hai toh the best way is sip kare le you you know consider it and
12:31bhol jaya har mahinay automatically aapke account se karta raha
12:34and teen saal ke baad dekhen toh aapka dekko kya aapki returns achwe bantte hai
12:39okey toh kul mila karke jitni bhaach hamaari hui hai abhi silver or gold
12:45fundamentally bagged hai aur bubble nahi create kar raha hai achi price rise
12:50dikhai dhe raha hai hai isliya agar investment karna hai toh aap apni risk
12:53profile ko analyze zaroor kar lene aur aapne financial advisor ki raya ke
12:57sath in doonohi assets ko positively aap dhek sakti hai investment ko purpose se
13:02renisha ji hamaara saath judnene ke liye bhoat-bhoat shukriya aapka
13:05volatile markets aur volatile commodity markets ke biech mei is tariqe ke expert
13:09opinions bhoat zyada kaam hain gaya maare viewers thank you thank you
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