S Naren's Market View | 'No Margin Of Safety Amid High Liquidity, Valuation' | Energy Themes To Bet?

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In this market view, S Naren, an esteemed financial expert, discusses the absence of a margin of safety in the current market conditions, characterized by high liquidity and valuation concerns. Naren emphasizes the importance of recognizing the potential risks associated with such an environment. He explores the implications of this lack of margin of safety on investment decisions and suggests alternative strategies to consider. Additionally, Naren highlights the significance of power themes in the market and discusses potential opportunities and risks associated with investing in this sector. This insightful analysis provides valuable insights for investors seeking to navigate the current market landscape.
#psustocks #snaren #energystocks #nikunjdalmia #stocksmarket #businessnews #defencestocks #nifty #investmentideas
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Опубликовано:

11 июн 2024

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Комментарии : 22

@santoshaswathy1 13 дней назад

Listening to Mr.Naren gives deep depth in market cycles and valuation point. Very good conversation. Thanks for this wonderful talk.

@gurbachansingh_macrofinance 13 дней назад

Naren is one of the few who is worried when the market is doing “well”. It’s a concern for investors. Thank you

@narendharraosoma177 7 дней назад

Very insightful discussion. Thanks Naren and Nikunj for the wonderful talk.

@RDd188 13 дней назад

Such a well spoken and knowledgable fund manager with great depth of understanding of the market cycles.

@deveshmaheshwari6598 12 дней назад

Golden words ....I never miss his interviews or any write-ups

@balajireddy7396 12 дней назад

Great interview and his words validates my miniscule understanding of market valuations. I became big Hybrid guy ever since Covid.

@ameyaenterprises2839 6 дней назад

Good conversation

@jayankozhikote5960 13 дней назад

Most sane mkt voice , S.Naren👌

@bhsuni58 13 дней назад

Hats off to respected S Naren. Hats off to Nikunj, excellent questioning.

@aroonspace 13 дней назад

Thank you for this interview. Great job Nikunj 😊

@tapk1995 13 дней назад

Thank I Naren. Wonderful . Honest

@devendersingh4303 5 дней назад

S Naren along with Ex hdfc mutual fund manager Parshsnt Jain,who are Don Bradmen of Indian mutual fund Industry.Our whole generation has benfited from their funds consistency.We can sleep after investing with them,as they never sleep carelessly and always taking care of our money so that we are always with peace as far as our investment is concerned

@ameyaenterprises2839 6 дней назад

@saradhiroy 11 дней назад

You have explained Change Adoption Model

@user-my5qp1nm2d 13 дней назад

Why don't you stop taking money or put a cap on lumpsum? Alternatively, they can put up to 25 % money in debt. Why don't they do it in their funds if valuations are bad?

@rajanpatadiya5428 12 дней назад

Equity funds can only put at most 5 percent in debt.

@balajireddy7396 12 дней назад

Thats why u should invest in hybrid funds to do what u r expecting. pure equity funds has to be pure equity. Mr.Naren always advocate for hybrid funds and his own portfolio is hybrid funds (as per one of his recent interviews to Zerodha)

@PankajPoddar 12 дней назад

@@balajireddy7396 Hellow "Mr SMART phone generation DUMB person": Here the discission is NOT on my investment choices. I am not looking for your advice on where I should invest. Rather, the discussion is on the point of overvaluation problem being faced by the fund managers. Like in Parag Parikh Flexi Cap, when the fund house believes the overheating markets they go up to 25 % or more in debt of cash equivalent even in the pure equity funds. I have seen many other fund managers going up to 35 % non equity in pure equity funds if they find overvaluation. But these fund houses have greed. Their funds have balooned to such a level that they can't fund entry and exit points and customers suffer due to bad performances of their funds. I don't know why this generation is getting dumber and dumber but they shoot the comments without thinking deeper.