00:00foreign
00:30we have a small stop for a resistance. But what do we need to do?
00:34Is it going to be甚麼 or not?
00:36Where do we need to do this?
00:38Rajoji, we don't talk about black and white.
00:43We don't talk about the time, but we don't talk about black and white.
00:48But we have a lot of good understanding that
00:57foreign
01:01foreign
01:01foreign
01:01foreign
01:03I don't see that.
01:04So, when the war started, you understand all the scenarios that we have discussed about
01:08our RGG's discussions about this.
01:10I will repeat it.
01:13At the bottom of the 23,500, the Nifty is enough.
01:17I don't want to see that the investors have been long.
01:19I should not see that the investors have been long.
01:22At the bottom of the 22,000, the Nifty has been sustained.
01:26I don't see that.
01:28I will repeat it.
01:30Inference.
01:30Inference.
01:31Inference.
01:31You can sell your things, buy it, and you will wait for it.
01:38You will not have to do it.
01:39You will not get immediately.
01:40Tomorrow, if the Brent is 110, 115, 120 June, I will not be able to lose the Nifty to 20
01:48,800,
01:49I will not be able to lose the Nifty.
01:51But the current scenario, and you will be aware of the equity is a risk asset class.
01:57Today, today, tomorrow, we will have a calculated, logical risk.
02:04My logical risk is that I will not be able to lose the Nifty to mid-cap, small-cap.
02:13I will not invest into Pets on the market.
02:18Now I will pay back a day for the Nifty to mid-cap.
02:21You should not buy the Nifty to mid-cap.
02:26One is able to buy the Nifty to mid-cap.
02:28Now, I will also be able to buy the Nifty to mid-cap.
02:29You should buy that Nifty to mid-cap.
02:30You should buy the Nifty to mid-cap.
02:31So I will not install the Nifty to mid-cap.
02:35So you are a conqueror set.
02:37After I am going to buy the Nifty to mid-cap.
02:42it's the nature of the product it's the nature of the market that you have to do that
02:50otherwise possible I will say that you are invested in the bear market
02:58in the bull market in the bull market 50,000 of the bull market
03:03we need to understand our risk appetite
03:07that's all we can do
03:09invest in my opinion
03:11time out of this, buy good high quality things
03:16and it will become money in this financial
03:19I will say that I will say that in other financials
03:21it will become more money in this financial
03:36So, if we go back to midcapitniks, we will see the correction in the past 1,5-2 weeks, which
03:45we have seen in the past 2 weeks.
03:55foreign
04:01foreign
04:03foreign
04:04Because the trigger was going on, what was the result of Q4 and FY26?
04:16Now, I think we need to consolidate here.
04:21But if we learn the theory, we will understand the theory.
04:27Number one, what did you get quarterly results?
04:30What did you get?
04:31It was that, in this adversity,
04:3730% is mid-cap profit growth,
04:40and 40% is small-cap profit growth.
04:43In this case, there are arguments that these indices are already over-valued.
04:49If the growth is given,
04:51then why do we not do the demand and valuation?
04:55That is the question.
04:56June quarter, it is 100% chance.
05:00There is no doubt.
05:01But this is a trajectory to give you.
05:05The momentum mid-cap consumption,
05:07the momentum mid-cap consumption,
05:07the momentum mid-cap consumption,
05:09today or tomorrow,
05:10it will play.
05:11This structure of the new high,
05:14the throwback is very positive.
05:19I understand that the index,
05:22you will have 70,000,
05:24plus or minus 1000 points,
05:262000 points,
05:27and this is ready.
05:28And this is the result of June quarter.
05:30and then we will probably get to see.
05:32We will evaluate, but we will not take any assumption.
05:36We can get to see.
05:38Because we cannot trade the index.
05:40We can do this.
05:40We can do this.
05:41We can do this.
05:41We can do this.
05:42We can do this.
05:42We can do this.
05:43We can do this.
05:46We can do this.
06:00There is a lot of potential in those categories of stocks.
06:05We can do this.
06:06Keep it.
06:08I am positive on the mid-cap.
06:12With this adverse situation,
06:14with this pattern,
06:18you should not fail multiple times.
06:25Yes.
06:28Now mid-cap and small-cap,
06:30we have to do this.
06:32We have to do this.
06:33We can do this.
06:35But the money is now more.
06:38Yes.
06:41I have said that,
06:42that I have to say that,
06:43this is the most part of the war.
06:46But this war recovery,
06:48my opinion is that,
06:51there are some of the aberrations,
06:53there are some of the adversity,
06:55there is some of the risk asset class.
06:57But I am adamant,
07:00but I am convinced that,
07:02that the situation is being made,
07:05that our domestic businesses,
07:08domestic companies,
07:10which are not the effects for vulnerable,
07:14which are not the effects for vulnerable.
07:16The other thing is that,
07:18the consumption-oriented things,
07:24that the economy is being made.
07:25And the other thing is that,
07:29we have to do this.
07:32We have to do this.
07:36We have to do this.
07:37We have to do this.
07:38We have to do this.
07:40And we have to do this.
07:47We have to do this.
07:47how much are you?
07:49You guys have touched on it.
07:54We have to do this.
07:56I wanted to give a great decision on this.
08:01We have to do this.
08:07How much are you doing?
08:12In this case,
08:13You can change yourself.
08:13Are you able to do this?
08:13Yes,
08:17I don't have to leave 20 years in which you will say coffee can and the world can invest in
08:21investing, which I think is a bad thing.
08:26You use the money that you will use the money that you will be able to re-channelize in the
08:33forthcoming sectors,
08:35where you can get money.
08:37When you re-channelize, you will be able to play 1-2-3 years.
08:49You will be able to play 2-3 years in the end.
08:53You will be able to play 2-3 years in the end of the year.
08:55You will be able to pay the money because you will be able to pay those who will be able
09:00to pay for the profits.
09:01That is the price of the wealth creators that you will buy.
09:06You will be able to pay for the wealth creators.
09:32।
09:34This is a problem of thinking and we need to educate people with the trader mentality.
09:41We don't have to evaluate the investment portfolio. Please understand this.
09:48Mutual fund or long term wealth creation.
09:51Look at the growth of the corpus.
09:54We don't have to pay for 5-2 years.
09:59We respect the cycle.
10:05I have a practical tip.
10:10The practical tip is that if I am an investor and I have a trading account,
10:17I am not a trading account.
10:18I am not a trading account.
10:19Now, I am not a trading account.
10:25Now, I am not trading at all.
10:33It's time to take over the market value.
10:39So, I think that the market value is much more than what I would like to say.
10:46But the fact that I have said that I had 1000 quantity in a company,
10:55and I had to buy it from the data sheet.
11:00Now, I have to buy it from the data sheet.
11:09So, how do I do my bookkeeping and account keeping?
11:15Actually, how do I do my journey with my portfolio?
11:20How do I do my journey with my portfolio?
11:30How do I do my portfolio?
11:32How do I do my portfolio?
11:38So, how do I do my portfolio?
11:42Actually, you can understand that you have a question.
11:48So, how do I do my portfolio?
11:56I ask you, how do I do my portfolio?
12:03Maybe in the late, I will tell you.
12:09What's your portfolio?
12:12I can tell you, actually wealth creation is a compounding effect. Compound
12:17means that you have a initial capital growth. So, in growth, there are two things.
12:24One, you have a profit book, you have a blowback, you have a reinvest. You have a dividend
12:30earn, you have a return. And this is compound. What happens is that you have
12:39a profit, like you got to buy some goes. To cash realize, you got reinvest. So, at a different
12:46point in time, cash inflow outflow. It's always a result of that. People from it
12:51at all, from it, you still can pop up. It's mostly that you've got to pay.
12:55It's a second, windfall gain. Then we invest in inflow. So, outflow inflow
13:00even more. So, because CSGR is a point to point return, the cash flows have
13:07we calculate not here.
13:10Where we have this adjustment,
13:12we have XIRR.
13:13This is why we have XIRR
13:16and today,
13:18every broker
13:19XIRR
13:20displays.
13:22So,
13:22we have a portfolio section
13:25for evaluation.
13:27We need to focus on XIRR.
13:31But, XIRR,
13:33the important focus
13:34which you need to do
13:37in the investment discipline
13:38as much as you get
13:40and you get out of it
13:42and you get out of it.
13:44If you get out of it,
13:47you will have a problem
13:48with further earning.
13:50So, XIRR
13:51to maintain your capital
13:53to maintain your capital.
13:55So, you need to invest in an investment cycle
13:57to gain on the XIRR.
14:01It is not that
14:01that you have to do
14:02but you don't have to do it.
14:04You get out of it.
14:05You get out of it.
14:05You get out of it.
14:09So, you get out of it.
14:12You get out of it.
14:15And XIRR is a variable.
14:17It is not a constant.
14:18For portfolio value
14:20shape.
14:20To get out of it,
14:20the XIRR will have to grow.
14:21It has to be a constant.
14:22The time againstdown is the normal.
14:26So, there will be an average.
14:28This is a average.
14:28It depends on the cycle.
14:30So, in 5 years,
14:31it is a valid in 10-30% range.
14:35The average is simple.
14:36The average for 10 and 40
14:38divided by
14:39which that means
14:40you get out of it.
14:41The average is the average.
14:50But roughly, if you have a portfolio of 5-10% to 30-35%, if you have a XIRA, then
14:59you can generate a return.
15:03But if you have a portfolio of 5-10% to 30-35%, then you can generate a return.
15:12You can generate a return.
15:14If you invest in this cycle, you have a great play.
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