00:001. You have told the reality sector that you are optimistic.
00:04There is a lot of pressure on the reality sector in the past few years.
00:07But why is this optimism?
00:10If I ask you from the side of the side,
00:11what is the reality that you can see in this time?
00:15And if I compare reality as compared to gold and silver,
00:19where is gold and silver?
00:21Is it in real estate or in real estate?
00:23The real estate sector is technically a very big breakout.
00:30The real estate sector is very optimistic.
00:33The second thing,
00:34if the fear of the market was 1-2 months ago,
00:38that the crude oil prices will stay up for a long time,
00:42the Fed will hike,
00:43and the RBI will not have any option,
00:45rather than hiking.
00:47The RBI has cleared that uncertainty today is a lot.
00:51And in this backdrop,
00:53the rate hike will not be possible.
00:55So if rates remain where they are,
00:59or if there is a slowdown,
01:01and if the Fed actually says that,
01:04okay, we thought that we should hike
01:06but the economic slowdown has come,
01:09we should have to hold rates,
01:11or we should have to cut.
01:12If the Fed has cut rates,
01:14then the RBI will also follow.
01:16And what is that one sector that benefits from falling rates?
01:20It is real estate.
01:21So if you look at the technicals,
01:23there is also a breakout.
01:24If you talk about fundamentals,
01:26RBI has clearly said that,
01:28we will not do rate hike
01:29given the current weight of the evidence.
01:32So both of these things are coming together,
01:34and therefore are expected to support the future of reality stocks.
01:39The second question was that gold and silver,
01:42or in reality?
01:46if I talk about silver,
01:49the level of $50,
01:51that was a big breakout level.
01:54And everyone knows that
01:55at $50,
02:00that's also good information.
02:01then it was a one-way rally.
02:03The price was still $57,
02:07which was approximately $22,000 from India,
02:08and the chain number of RMCX's
02:09is approximately $250,
02:11to $50,
02:13which the value of $50,
02:15which is formerly of the breakout level,
02:16then the silver could see.
02:18Now the prices of $57.
02:20We are over $57.
02:22And you can see $50,
02:23to $50,
02:35the trend is a lot more clearer in real estate as a sector. Gold or silver 200-day moving average
02:53I am better off investing in something which is showing signs of breaking out. If I had the
03:02choice of investing in gold or silver or real estate, I will say the real estate sector offers
03:08me a better opportunity because it is showing signs that it has to go up and the fundamentals
03:14also support it. Okay, Sir, if I come to this question, let's talk about long term wealth.
03:22Long term wealth basically where will it become? It will become in equities, commodities
03:27or it will become in mutual funds? Because if we talk about mutual funds, these portfolios
03:34have been hit by investors in this market panic. So if we want to generate long term wealth
03:39generation, where will it start from or where will it add on?
03:44Madam, see, humanity always progresses and if progression is something that will continue
03:53to happen, whatever your portfolio is, it has to be heavy on stocks. There is no doubt.
04:01Mutual funds, if we talk about mutual funds, asset allocation is very very important.
04:06This is why multi asset focused mutual funds, they are seeing a lot of investor attention.
04:14Because, as I said before, which way we got into gold and silver, if you have multi asset
04:24holdings at that time, gold and silver rally, your portfolio holdings would have done so much
04:34better. So I think asset allocation, you have to keep a holistic picture of interest rates
04:40and if you look at the global trend broadly, domestic rates, what is the trend, what is the
04:46dollar? If you look at this holistic view, if you look at the asset allocation, you will
04:53get a lot of help in asset allocation. So that is the time where we say that I will
04:58start stocks, commodities in the world, what is happening in the world, I don't have to
05:01get into it, I don't have to get into it. But data has proved that sometimes equity markets
05:09can go sideways for a really long duration of time. Toh us time peh aap apne portfolio peh returns
05:15kahaan se dikhaoghe. Main hamisha kehta hoon ki no matter you know what what point in the
05:21business cycle we are in. Toh he na khoi aisa asset class hamisha hoota hai jho rally
05:25karta hai. That itself tells you the importance of asset allocation. Toh my yahhi recommend
05:34karun ga ki asset allocation peh focus kiya jahe. Or agar asset allocation me aapko aisa
05:40lagta hai ki equities achha karne wale hai. Based on jho bhi evidence aapne dekha hooga.
05:45Interest rate peh aapka ek view hooga. Dollar pay view hooga. Local currency pay view hooga.
05:49Agar aapko lagta hai ki equities achhe karne wale hai. Then the next step in the home work
05:55is to see ki agar equities achhe karne wale hai. Which sector is likely to be the leader.
05:59Hmm. Or agar ye agar aapko pata chala ki chalo lenders are likely to do well.
06:05Phir aap dekho ki lenders universe me se sabse strongest stocks kaunse hai. Which are the
06:11stocks which are doing relatively better when compared to the bank nifty. Bank hi hai.
06:16But which bank has done better than the nifty over a one year duration, over a three year duration.
06:22Hmm. Yeh jho selection ka process hai. Yeh bhi ek investor ki liye bhoat important hai.
06:29Ah dousari cheez agar mein kaho flexi cap funds are doing very well. They are gaining a lot
06:35of investor traction. Woh aisa kyun hoota hai? Because market cap ki universe me bhi rotation
06:41continuously hota hi rata hai. Hmm. Aagar aap nifty or small caps or mid caps ki baat kare hai.
06:47Yeh jya se maine kahan nifty bhali 6% down hai. Large caps down hai. Kyi? Kyi? Kyi
06:52ki FIS ki selling are raha hai hai. They are more focused on large caps. But phir bhi
06:56if you look at the small cap and the mid cap benchmarks. Woh toh record highs peh
07:00peh paunch ghae hai. So rotating between market caps is also a great strategy.
07:05Isi wajay se flexi cap funds are becoming more and more popular. So there are two things.
07:10Eek toh multi asset view hamesha rakhe. Aar flexi cap is a preferred vehicle for anyone
07:19who can you know identify these opportunities as they come.
07:24Cya se minne kaan market cap rotation hamesha chalata hii rata hai. Toh usko sahi time peh
07:30identify karna. Aar usse profit karna. This is something that everyone should really try to do.
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