00:05this week and we are spending quite a time on our
00:08small increases in the cutlass hour
00:09If you talk about corn and corn
00:10The combination of corn and corn
00:12the year of the year
00:12The year of 2012
00:14and the winter of corn was around $5,500
00:18to $5,600
00:21After that
00:22the net of corn is around $25-26
00:25in total
00:26Now if we talk about corn
00:41felicities
00:55about this
01:21Thank you very much.
01:37Thank you very much.
11:00So if we don't fight our minds, we can accuse from central banks.
11:06Sir, how much you add in your portfolio in this scenario?
11:10Will there be an ideal allocation for your portfolio?
11:14I think that for any investor, I would like to know the ideal portfolio allocation.
11:20I would like to know the 20% of your portfolio.
11:22If you have 100 rupees, then 20-25 rupees.
11:26If you have 100 rupees, you will not have 100 rupees.
11:29If you have 100 rupees, then 60 rupees, 40 rupees.
11:33So it would be a very distributed portfolio.
11:36Because the world is in recession.
11:37Europe is in recession.
11:38America is in recession.
11:41So when there are recessionary conditions,
11:44you have to have multi-asset allocation.
11:4720% in 100 rupees, 20% in stocks.
11:5120% in mutual funds.
11:5220% in investments.
11:5920% in foreign investors.
12:0120% in real estate.
12:02Then, you need multi-asset allocation.
12:04If you have high risk of this world,
12:07you need to take the risk of economic growth.
12:09The world is in the challenges of growth.
12:12That's not a TFI.
12:14The second source will be made in the world of traders.
12:18The second source of investment is a huge part of the economy.
12:22can shake it. Like we have seen stock markets in January in the end of Soneye Chandi.
12:29So, if there is no asset class running, then the allocation is more than 20% and keep
12:34your portfolio. Never keep all eggs in the same basket.
12:38Sir, silver is very strong in silver. Almost.
12:42From January peak. Do you want to change any strategy here?
12:47No, it doesn't change, because now you are seeing silver with Soneye,
12:50gold and silver. Inside the middle, it can get over, it can go down, it will go down, it can
12:55go down.
12:55They are working like brother and sister.
12:57My brother-in-law are going like this. My brother-in-law is in love.
13:01But, you can see a GSR with gold-silver ratio.
13:06Some people have a mathematical formulation, others don't have it.
13:10Some people say that GSR is 1 to 60 of 1 is to 60 of them.
13:13It is quite a practical detail.
13:15because there are two types of silver.
13:17The silver is going to be 55% of the silver in industry.
13:21And the silver is going to be 45% of the silver.
13:24So that's why the silver is going to be with the silver.
13:28But when the silver comes to its own,
13:31because the industrial use of the silver doesn't match the silver.
13:34So that's why the silver is more solid.
13:37It goes slowly and goes slowly.
13:39The gold is very fast and then the gold is very fast.
13:48It's very impressive.
13:48The silver is going to be 50% from the silver.
13:50We have to go over an hour and we have to go over.
13:50And we have to go over an hour.
13:50We have to go over an hour and wait for n's,
13:51we have to go over to n's.
14:01So that's why the silver is rising,
14:04and we have to go over so far.
14:05We have to go over to a number of gold.
14:09And we have to go over on the other side,
14:13that they don't work in the same spot as they do.
14:21So, if you look at the screen, you can see a lot of results.
14:28It's not that people are selling very fast.
14:33Speculative trades, such as in stock market, futures and options,
14:36this is how it is also speculated in the world.
14:39foreign
15:19foreign
15:41owner
15:42I
15:44don't
15:44anything
15:44I
15:51recommend
15:55to
15:57do
15:58and
15:58I
16:08don't
16:09I think these commodities, which are in your life, don't need to be speculated trading.
16:15Anyway, I don't want to talk about this. This is a question that I want to keep.
16:18Sir, the last question is, when we are going to invest,
16:22where is the most better value?
16:25Where is physical gold, ETF, mining stocks, or futures?
16:30Where is the better value?
16:33In futures, we have talked about the earnings.
16:36Gold is better if you have a pure hallmark branded chips or coins,
16:42and you have a place where you keep it, then do it.
16:45If you keep it, you don't have a place where you keep it,
16:46you don't have a place where you keep it.
16:50So I think ETF and EGR are the ways to go.
16:53You have ETF or EGR.
16:54Gold mutual funds, you have metal stocks,
16:57because in metal stocks, you have a lot of indirect benefits.
17:00So you have metal stocks for copper.
17:03Because copper can not be ETFs.
17:05So if copper is in physical form,
17:07then you will sell it.
17:09But your company will sell it,
17:12then it will be a scrap of debt.
17:14So that you can buy the copper stocks.
17:17I don't know the name of this,
17:20but I don't name stocks when I speak.
17:22So you have any stocks as I do,
17:26but silver and gold for silver and gold,
17:28I think ETFs and EGR would be the best if you cannot preserve physical gold properly.
17:34Are there some risks that are showing for precious metals for precious metals and
17:41those who need to focus on investing before?
17:43Look, risks are always there.
17:45This is why it is recommended that you do in SIP format.
17:50You can take a little bit.
17:51You can take different rates.
17:53You can take a little bit of rates.
17:58If you have some rates like this, you will have some related rates.
18:05If you have a risk, you'll be having some risk.
18:08If you have something to get in alari, some of your disadvantages will be.
18:14If you have any of the risk, if you have any of the risk, what you have to consider.
18:19If you have any of the risks, consider that you can never predict the price.
18:23I have to say that you can give a couple of things.
18:24I think that you can give a lot of news-based products.
18:28It is not a balance sheet, it is not a P.E. ratio,
18:32it is not a book-book value,
18:34it is not a company order book,
18:36it is not a company order book.
18:37It is not a promoter,
18:38it is not a company's profit.
18:41It is not a company's business,
18:44which we don't have to say,
18:46that is not a company's business.
18:47We take a news flow to the news flow.
18:49The news flow or the volume
18:51is being sold.
18:52There are two things,
18:53there is no information,
18:55or the volume is being sold.
18:56I think that you can keep it.
19:00If you keep it,
19:02if you keep it,
19:06if you keep it,
19:08it is better,
19:09keep it long-term,
19:10and the financial advisor is very important.
19:13Sharat sir, thank you so much for joining us today.
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