You are really the best person among many influencers outside who eventually asks to jojn community and pay the money for sharing info. Thank you shankar for your efforts and i wish you great success.
Thank you very much for your kind wishes I think you are being a bit hard on content creators for many reasons: a) information has monetary value & if you had something worthwhile I'm certain you'll ask for money. This is what the content creator does b) the offer is optional. The content creator isn't forcing you. Treat it like an advertisement (you and I would have watched over 1 lakh ads in our lifetime, so this is no different) c) the content creator's fulltime occupation is this and he/she gives a combination of free and paid content. When I was a salaried individual, I don't recall giving anything free to anyone I'd request to look at this from a rounded perspective because this effectively means if I were to charge some money for providing valuable information, then your pleasant views about me might turn to the worse. In my view, a fair assessment of any situation from multiple angles and offering the benefit of the doubt to others goes a long way in enriching our relationships - professionally and personally
@shankarnath sorry, I think I didn't put the right statement, which leads to misunderstanding. I am not against anyone or the knowledge that they share via community. I am only concerned to the ones who shares different info than when you actually pay them. I totally respect everyone's effort to achieve what they want to as they sell their knowledge like me but in different filed. Once again, thank you for feedback.
No harm done, Mr. Reddy. I'm been thinking about this for the last few months now and at a depeer level what I meant is -- we (myself included) should remove any negative references from our head pertaining to anyone incl. our parents, spouse, friends, colleagues etc. Yes -- fathers can be obtuse, bosses can be unrealistic, content creators & sportspeople can have off-days .. but it's not worthy of us giving a piece of our mind to them. Something related. I was at Gurudev Sri Sri Ravishankar's ashram last weekend and he said something nice (I'm paraphrasing here) -- "If someone is bothering you & you're just thinking of him/her, then you've given a piece of your mind to him/her for which you're receiving no rent. At the same time, this other person is not granting you any space in his mind .. which means you have an awful deal" Have a pleasant Sunday ahead!
On the contrary i think you should start a paid recommendation service . The most helpful wud be on mutual funds ..where u could give buy sell hold calls on funds .. specially thematic /small/ mid cap funds .
@@VishKrish1 Thanks for the suggestion. I have thought about it and honestly, I'm really not keen on entering the "advice" realm. You might have noted, all of my content is geared towards the DIY person -- education videos, researched newsletters & life/secondincome triggers. I might be reducing the addressable market (MBA lingo) but I'm happy with a few thousand DIYers who find value in my teach+preach+beseech style of delivery
Sir जी यदि 1 निफ़्टी 50 2 नेक्स्ट 50 3 मिड कैप 150 4 स्माल कैप 250 5 माइक्रो कैप 250 इन सभी इंडेक्स में एक बहतरीन रणनीति से निवेश किया जाये तो भारत क लगभग सभी ग्रोथ स्टॉक्ज़ के ग्रुप में निवेश होता हैं जो अगले 10 साल के लिये बहतरीन निवेश साबित हो सकता हैं। जो औसत 18 के cagr से अधिक रिटने बना सकता हैं
1. Urbanization - home loan provider, construction co.s, consumer durables and hospitals. 2. Climate - climate tech, renewable energy, EVs, power generation, transmission & storage, pipes cables wires, smart grids batteries, solar panel wind turbines manufacturers, raw material lithium cobalt sourcing, r&d. 3. Digitization - IT services co.s, e-commerce players oyo swiggy Flipkart Zomato, specialized tech services data engineering cloud computing, digital infra building co.s. like data centre fibre cables etc 4. Healthcare - single specialty hospitals/clinics, multi speciality hospitals, manufacturers of medical equipment & consumables, healthcare technology, diagnostics. 5. Financialization of household savings - shift from traditional assets classes. Banks & NBFCs, capital markets participants bse nse cdsl crisil icra care cams, AMC mutuals funds wealth management asset management, retirement fund mgt. 6. Manufacturing - key sector automotive capital goods construction equipment cement chemicals fertilizer pharmaceutical etc. , Emerging sector semi conductor agri tech waste mgt. , Tech led manu iot 3d printing, logistics
Very crisp, logic driven and insightful analysis sir - thanks a lot for all the work you put behind all these videos, and an extra vote of thanks for the homour you add in your graphics…how do I subscribe to your newsletter please?
Thanks sir . Plz start a recommendation service for mutual funds where you could advice us to buy sell hold , part buy , part sell , on thematic small and mid cap funds. This wud be of immense help to retail investors and i wudnt mind spending money for this .
Thank you for the very insightful and significant information especially the timing of it. With India's growth story, there is much logic now to know where to invest. Cant wait for your smallcase!!
Thanks, Shankar! Very helpful, indeed. What about the Self-Development sector? Waiting for the next issue of your newsletter. Many smiles and much metta.
I got to know about your channel from Rishab Dev, I think you know him. I don't know why RU-vid didn't show your channel earlier. Super helpful content, you're not producing content like a media company. It's authentic, geniune and practical. Thank you so much! 😊
Most welcome. Rishabh has started making videos on investing/personal finance fairly recently, the YT algorithm takes time to understand this. I also think there's the locational factor, he uploads it from Vietnam .. that might also be a variable for YT in showing related content
Another master piece thoroughly enjoyed it. What I as an investor fails to understand here is 1. Out of many options which ones an investor be looking should at (I know you can't recommend but a list of MF or ETFs to watch out would really enhance this content piece) 2. How do I research this data on my own going forward so as to understand YoY growth projections and matching them to real return on the portfolio thereby weeding out bad/underperforming instruments/sectors. Would be lovely if this could be addressed.
Thanks for the suggestions. 1. Some of the themes can be looked at in line with other materials e.g. with re: healthcare, I have a sector video on hospitals; with re: real estate, I have an industry video on that. Similarly other creators (SOIC, Sahil Bhadviya, Scientific Investing, Accidental Investor) often come up with sector specific and stock specific videos. You are right -- in my case, I expect the DIY investor to put things together and most of it won't be served up on a plate. Like the real estate sector video had enough evidence to suggest which stocks will do well. Post release of that video, I bought Prestige Estate which has done well in the last 2 months (it's up 50%) 2. A lot of it can be deduced from earning calls. What is the company management saying? What are other companies saying? How is saying something else and doing something else?
Hi Shankar .. Excellent information.. I would suggest when you provide sector information, kindly provide examples of Companies who are doing well in that sectors..
Thank you Shankar for expressing such valuable insights, I want to extend my heartfelt gratitude.❤ Your video has been a great source of knowledge and has equipped us to make informed investment decisions... Waiting eagerly for your smallcase or PMS options from you
@shankarnath - Thank you for this wonderful video. This certainly would help to be part of India growth story and get benefits. I would look for specific companies to invest in areas within my circle of competence and look for Mutual Funds in other areas.
Thank you so much Vikrant ji. Glad you found it useful 🙌 I was not a sector-person but one of my fellow content creators convinced me on using headwinds and tailwinds to improve portfolio performance. I've been putting together a plan around this .. once ready, I'll post it in another video
Look forward to the next video in this series. 😊 In fact, linked to this video is your video on Momentum Strategy. A combination of growing sector and company with tailwinds can be a real winner. 🥇
@@sharmavikrant Maybe not momentum because that's very short term focussed (6 months). Perhaps, this aligns better with the GARP framework that we recently learnt i.e. identification of stocks where the growth is underpriced
I really commend your honest effort to elaborate in a lucid way the rosy growth story. Sir pls also bring a video on challenges and a thorny picture of our economy. Thanks
Thanks Shankar- educative as always. Just a suggestion if you could touch upon few good stocks in each sector it would be helpful. A particular Sector may have a bright future - but for an investor it eventually boils down to as to which stock is likely to do well in that sector. Best wishes & regards
Hi Shankar, Thank you for great content. Appreciate your efforts. I want your advice to Invest 1 cr in markets through mutual funds mainly in index funds. Requesting your guidance on how to approach 1 cr investment at current market levels. If possible, requesting you to make videos on best possible portfolios for different income levels
Thanks for the suggestion, I'll try. For anyone who has 1 crore to invest and is unsure of where/how/when to invest, I'll suggest one works with a financial advisor on this. Even a small help there can grow/save many thousands
Shankar, As usual, fatastic content and research. Do you think adding what are the risks for each theme and industry for your future videos would make it more complete?
Awesome Shankar. 100% of my investment is based on your videos. Bit curious to know how you deliver so much of content Can you please share the making of your videos just to give an understanding of the end to end process please.
Thank you very much Murali 🙌 .. I put myself in the viewer's shoes and see what is it that I would want to know more about. This thought process makes my job a lot easier & consequently, I attract a viewership that is more like me i.e. DIY, keen on learning, careful with their capital, they prefer more options etc.
Thanks for this video. Just adds to your consistency with easy explanation, straightforwardness and logical arguments. I believe you should start making videos in Regional Indian languages too specially Hindi with so many speakers with intent to learn more on such themes.
Most welcome. It's a good point and I'll appreciate your suggestions on how Hindi language videos can be created without compromising the quality on English language videos. Infact, let me present the entire landscape to you --- a) Currently 1 video (in English) takes me 4 days of effort -- researching, scripting, recording, editing, publishing, commenting etc. b) Now, the Hindi videos -- even if I get help & work on my older English videos (ofcourse I will update the data) -- will be 2 more days of effort c) Plus, there's the newsletter which is something I am keen on as a lifelong endeavour. I'm presently looking for a Delhi-based researcher to work alongside me on this project & I'll be restarting it next month. The newsletter will take 4 days of effort and since I plan to monetize it, it's where I have to serve the highest quality of content Other than this, I'll not use up time on Twitter, Instagram, Telegram, Linkedin or any other platform. But a), b) and c) itself is 10 days a week -- which is not available to me or anyone. I've realised this is not as easy as saying "work faster", "be more productive" etc. because creative work requires free space (time and mind) to deliver great output Given the above contours, what do you suggest? Actually this is an open question for all reading this comment and it'll help, if the person commenting has him/herself experienced this and turned around the situation. Thanks in advance.
@@shankarnath Thanks for your reply Shanker ji. Your videos are pretty impressive not only in their content but also in terms of the visuals. They look pretty rich on use of technology. My suggestion is that you could use some of the simple tools available for the job. May be you could just add subtitles in Hindi to begin with and then look at the response from your Hindi audience. Needless to say that Hindi subtitles is a pretty simple job. Also many Hindi viewers may have the ability to understand the major part of your video but may require help just a bit here and there. Maybe you could begin with this and see how it goes from there. I can assure you simple translation tools like google translate have improved a lot in the last decade despite the criticism they attract. I also at times require translations which I am able to do mostly by myself but at times for faster output I use such tools. I am keen that you help out Hindi viewers because they are more likely to get influenced by many of other rhetoric based Hindi videos and may get their fingers burnt. Your videos have this academic soundness kind of quality which I am sure will really benefit some of the young Hindi viewers. Thanks again for such good quality content...
"a", "c" are the main products that I shall look up to learn from. As suggested by ajay, you can try with some AI translation tool/ subtitles tool for "b".
Thanks. You can find many mutual fund schemes that operate on related themes. For a list, please browse: www.valueresearchonline.com/funds/selector/category/112/equity-thematic/?end-type=1&plan-type=direct&exclude=suspended-plans
A very good overview and it would be great if there could be a video series on each these themes just giving insights on the listed companies and their potential for growth.
This analysis covers the entire market, confused after watching this video thinking about what is left out. Though the presentation is amazing as always but food for thought of a different perspective.
Thx for your patience. Curious to know -- from what time period do you calculate "2nd half of the year?" I ask so because 2nd half of a financial year starts from 1st October 2024 and 2nd half of a calendar year from 1st July 2024.
