1. I am not bearish about the markets. 2. I am booking profits in a sector in which I have already made profits and cutting down my positions. 3. Long-term investing does not mean buy and forget (at least to me) In case you are confused about these points, kindly watch some of my previous videos. People don't become "bearish", if they are booking profits. Since, people confuse each other in the comment sections, just putting out this clarification. 👉 I use Vested to invest in US Stocks. Exclusive $10 bonus on 1st Deposit if you sign up using this link: vested.app.link/akshat _______________________________________________________ 👉My LIVE Stock Market course: wisdomhatch.com/courses/stock-market-live-course-crash-course-limited-seats-january/ _______________________________________________________
Can you please make a video on potential of Mutual Funds growth in India? In my point of view, Mutual Fund is a safe option for salaried class people who don't have much time to track the market and Big business houses may be to park their extra cash. Small businessmen in India hardly invest in Mutual Funds as they need cash in hand for business purpose. Hence, Mutual Fund cannot become much bigger unless there is a paradigm shift in the Job sector of India.
Kya Akshat, tum kya karte rehte ho bhai?! Long term investing matlab...long term. Agar beech mein liquidate kar diye to wo long term investing nahi hai...positional trading hai. Tum INSEAD S'pore mein the ki F'bleau? Vaise good going...abhi long term investing ka samay nahi aaya hai...jab aayega to tumhe beech mein liquidate karne ki zarurat nahi padegi.
One day I hear Akshat say that we are at the cusp of great bull run and we might be missing out the other day i hear that there might be a crisis. I have finally decided to stop paying attention to every event and continue with SIPs.
Biggest lesson of 2022 in the stock market: Nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Uncertainty it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
@@checkforme234 The best way to cope with this market is to work with a financial mentor; most individuals have never encountered a bear market, which is why their emotions are all over the place. I've been led by "Eileen Ruth Sparks," who has helped me see that profits can be produced in bull and bear markets alike, and I've been doing well with a 15% monthly ROI.
Thanks Akshat. Do you think the financial situation in China will have a ripple effect on the west, considering their financial system is starting to show signs of a major collapse?
China's economy/housing is crashing. Between the stock market & housing collapse, low population growth, corruption, over-bloated government, and the young Chinese generation adopting lying flat mentality it's only a matter of time. So, think about this, Russia has China’s backing, propagating the idea that US time is over with all those problems that China is facing. in the end without foreign capital investments China is nothing. US is currently going through a cycle but the thing that most people forget is that this is still the best place for innovation and capitalism when compared to China. I don't know of a single person that dreamed of moving to China to be under their repressive regime or stringent and corrupt government. When surveyed the majority will always pick America as the number one destination. We might not be perfect but we sure are better than the alternative!!!
I think we need to stop softening the blow with the word “recession”. This is going to be a depression. 4 top economist agree on this. When the market reached high in mid 1930 it took until mid 1932 to reach the bottom. people can’t buy when they have no food, the trucks don’t have DEF to mix with the diesel to run (in all diesel trucks newer than 2009) No trucks-no food-no fertilizer.
@@TruckeeFam In order for us to prepare for the future we need to look into safer investment with good prospect . If you have the mindset of investing 5 years ahead then look into Bonds, Index Funds, ETF & Bitcoin. Just keep DCA every time you get paid. My portfolio still return good gains even in this tremulous time. Credits to my Financial-Advisor "Theresa Mary Chamblee" whose skills in portfolio diversification is unmatched and client-centered. Invest in high quality companies stocks. As blue chip stocks will outlast recessions & Some will even grow during recessions.
@Valerie Sullivan You can look her up as she has an official webpage for consultations. Also, she is verifiable across various Financial Advisory bodies; like FINRA & SEC. According to Warren Buffet "I don’t think most people are in a position to pick single stocks. A few are, maybe, but on balance, I think people are much better off buying a cross-section of America and just forgetting about it" In Other words, you need expert hands to be able to outperform the index.>
*EVERY FAMILY HAS THAT ONE PERSON WHO WILL BREAK THE FAMILY FINANCIAL STRUGGLE I HOPE I BECOME THE ONE ☺️... IN A FEW WEEKS I WAS ABLE TO PAY OFF MY DEBTS THROUGH INVESTING IN CRYPTO TRADING*
*I feel like the hole season is over, I'm trying to get into trading as a rookie, buh I've had so much losses trying to trade on my own, pls what strategies do I need to earn profits from the market?*
The best strategy to use in trading is to trade a professional who understands the market quite well, that way maximum profit is guaranteed. Because I have learned along the way of my investment that research and analysis are important, note that experience is more needed, than luck when it comes to the financial market.
I hear people ask if this is the right time to invest, yes because the stock market have always and will always be a volatile market, that is why it is important to have proper research, analysis and strategy when investing
The market is so volatile now to be depending on bull run to make profit,I advice everyone to trade now with a working program with like that of Cristina Gutierrez Moore so far she is helping me find investment that has significant growth potential.
I’ll take investments in stock any day they’re very remunerative only problem I’m having is I really don’t know how to go about it,I do get lost and overwhelmed by the markets. Any solid pointers in reaching this trader would be helpful,I’d appreciate if I got a reply
Cristina has the best trading {ROI}.She is a regulated broker so she is very much accessible to the public, just search her full name online, check out her website for information concerning her services, then mail her for guidance.
@@krunalraghvani9299 Not gold, gold jewellery. Indian households will buy gold jewellery and not pure gold (biscuits , coins etc) as it’s connected with the sentiments. Similar analogy for Chinese, they are much more inclined to invest in real estate.
Awesome! your potential seems limitless. I'm fascinated with investing but being a single mother and juggling all these things are quite difficult. How best can I start and what sector to engage in?
@Bryan Thanks for sharing, just looked up on google and I'm super impressed with her credentials. I dropped a massage on her webpage and hope she replies soon
Don’t wait until the market skyrocket again then you start biting your fingers wishing you made the decision to invest. bought my third house already, earn on a monthly through passive income and got 4 out of 5 goals, just hope it encourages someone that it doesn’t matter if you don’t have any of them right now, you can start TODAY regardless your age INVEST and change your future! Investing in the financial market is a grand choice I made.
Am not good doing it alone but getting into the market has been my best decision so far in my road to financial independence as it turns out to be lucrative for me and Personally I have multiple streams so I just enable the use of an investment advisor to navigate and secure the returns.
Woah, Though this is the first time i would be reading comments about my financial advisor Ms. Melisa on RU-vid comments and it is quite a memorable insight
Why would exiting apple and then re-entering ETFs that have the highest exposure to apple and other tech stocks make sense ? Better to exit apple and park the money into debt funds if you are genuinely pessimistic of the nasdaq and tech stocks.
Because he didn't want to get out of tech stocks at any point, he is just decreasing his risk by less exposure to a specific stock that has already given a run-up.
Thank you for the analysis. But the most important part you left was what are you doing about the Indian stock analysis. My 100% portfolio is in indian stock market. What should be next steps for investor like me? How should I hedge for this scenario?
Excellent and crystal clear explanations without any financial jargons which makes even a first time listener to understand about the behaviour of stock markets. Thank you very much Sir.
Crypto is bringing a different revolution in the world economy. People who are optimistic investors Earn consistent…. Others will just sit and watch!..
Hey Akshat ...I have been following you for a long time, I mostly agree with your analysis on most topics but here I would disagree as u are saying that the reason china has a real estate crisis is because of greedy billionaires and their pressure on the markets. Well the reason China has a real estate bubble is because : (1)the Chinese local government system in which you have to buy a house in the locality where you want to avail facilities like healthcare and education. (2) Another reason for the bubble in the Chinese real estate market is the societal pressure of owning a house , In china due to the one child policy there are way more men than women in the society , so owning a house is a way to show financial stability. (3)in china real estate is the only asset class regular ppl can invest in as their stock market doesn't perform well because of too much government intervention. The professor u r referring to is a far left (communist) , who is trying to defend the government and is trying to put the blame on billionaires even tho this bubble has been created by the CCP. Another massive debt bubble in China is being caused excessive government spending (via debt) on uneconomic infrastructural projects like the bullet trains(which aren't profitable in most lines) thanks if u read so far
From the last 7-8 months I have followed you sir. I have watched each and every video and suddenly I realised that i am the only fellow in my entire college who is now good at macro eco. and can also understand difficult concept very early. All thx to you sir 😊 Love from chhattisgarh ❤️
All these macroeconomic factors which he tells or other people talk is already been absorbed in charts. The charts will tell you the real truth. You can follow our channel where we discuss the same, we are based in chhattisgarh. Thank you.
India is also in the same track, looking at the rates in cities, real estate has been a bubble since the stock market started moving, stock money is going into real estate and vice versa. So china is going the USA way from 2008 and I hope we will not be in same place in next few years!
Thanks for the analysis, but i have some questions. 1) Many of the tech stocks like MSFT,AAPL results were impacted by a strong $, so a weakness in $ should be good for them.. 2) Michael burry has been calling for the market to be down for the past 3-4 yrs and he has to be right sometime.. This does not mean im bullish or bearish, market can still fall , but the reason for that need not be a weak dollor pushing the tech stock down. A weak $ will help big tech companies, unless they have hedged for a higher $
meaning - 1. dichotomy - dissimilarity between 2 things such that they seems to oppose each other. द्विधाकरण 2. unfathomable - too vast to fully explore. अगाध 3. salient - most imp. मुख्य
Asset allocation is the key. Put some money in select Indian stocks because Indian GDP will grow. Put some money in mutual fund invested in China because some real estate money will move to Chinese equity. Put some in ETF that invests in dividend paying European firms.
There is so much I learn from you and there is so much that gets validated after seeing your videos. 2 days ago I sold more than half of my portfolio for the same reason. I wish to meet you someday. 🙂 Thanks.
In economics, there is something called the impact lag. Rising interest rates will need some time to bring down inflation. Inflation already appears to have reached its peak. Once we get the confirmation of inflation rate declining from monthly inflation rate data released by the Bureau of Labor Statistics, a lot of revision will happen in expectations relating to inflation rate and interest rates. I am very bullish on Indian stocks right now. Profit booking days will provide an opportunity to enter some quality stocks. The smallcap index is at extremely reasonable valuations.
Inflation has just stagnated, not decreased. In absolute terms too, prices have already doubled but incomes only rose around 30%. We may be in for much lower consumer spending both in India and globally, also, onset of winter will raise energy prices and maybe after CCP plenary in November, China will end lockdowns which would again raise demand for energy. So, don't think inflation is not a problem any more.
@@suchender801 what works is not the actual inflation but inflation expectations...the markets discount events and happenings 6 months ahead...there has been some decrease in inflation in the US (you can check the numbers)...while inflation is still an issue now, I do not see it much of an issue 6 months later...you will be surprised to see the Fed reverting back to rate cuts in a year or so
@@InvestingJourneyWithYogesh I'm not talking about the market expectations (which change every minute), my feeling is that corporate profits will keep falling even if inflation reduces as income growth lags well behind it. Unemployment data from US should be taken with a pinch of salt as a lot of hiring was based of temporary rise in post COVID demand and now that demand is faltering across globe, corporate firing may create a shock in the economy. Already, tech salaries have stagnated with fears of mass firing even in FAANG.
Fantastic video and the detailed analysis presented of the current situation in China and its impact on India and the US was to the point and explained in a really easy language. Thanks for the video !!
Hi i loved your analysis, but you might missed few things, as far as China's banks are concerned, there are only few banks who are really in bad shape but these banks are very local and there operation is very much limited whereas their major and bigger banks are very strong in terms of exposure and reserves that they maintain for any such immediate crises so Banking as a whole is very strong. Though the property market has shaken up a lot. But these things are already known to the market from 2021 onwards so this might not have triggered bear market, i think recent GDP numbers, decreasing demand pattern from the consumers in China and Uncertainty over Growth are what worrying the market.🤔 Because let's be honest, 200-300 billions dollars or even more, they can easily push in the realty sector to revive growth or provide support to the falling banks.
Content is very useful @akshat Shrivastava, but please work on the volume levels of the video, it often peaks too much to hurt the ears while listening on earphones / sudden losses of audio while on external speakers .. you can keep the audio levels linear and smooth to maintain the consistency.
Sir plz make videos on Indian Telecom sector One side Vi paying all dues on time why Vi is not moving up I want Vi to cross 32. Why Vi is in FandO category and why adani green till date entered F&O category
What makes you eligible to share your views on such large countries and give your opinion on Big Billionaires ... Chinese markets are mostly decoupled with Indian Markets ...India is more affected by US Markets and what Fed is doing is exactly what should be done under the high inflation scenario...
Hi Akshat, Want to understand Oil based economy specially ME and its world wide impact.. specially in India. How and what is the impact of High Oil Price in Indian economy and for rest of the world. Also, when oil price goes high and how it came low..
Akshath is awesome in his analysis. Nothing more I want to say. He makes things so simple for a stock investor to understand viz. to buy, sell or hold.... congrats bro for this knowledge and for sending it to us through utube.
market will not care good time or bad time it should move on , every market condition some stocks moving on we have to find it , when you plan to buy stocks after all world problems solved same time you can find market at peak level also you will able to see market crash
I appreciate your honest , well reasoned videos. But at times your timing tends to be off by few weeks. Also few days ago you were saying bull run may come - last time to invest , today you are saying - crash may come , I am selling. I want you to cover defence industry. Prospects of HAL and Avantel
Would not a combination of high inequality and high concentration of real estate provide continued fodder to keep the margin classes busy towards a goal for extended period of time, thus keep disruptions in check?
I’m just wondering, as China’s economy is going to crash or maybe have already crashed…wouldn’t that be a perfect opportunity for investors to buy shares now as its relatively much cheaper than pre-crisis lvl? I mean China has the highest number of population, their economy is second in the world etc….as long as you have confidence that they will recover and recover exceptionally (maybe not in the next 5 or 10 years but the next decade or so), then why not buy shares now? Just my opinion, its like the 2008 crash where in the US, Warren Buffet actually profited from the crisis
Akshat I really don't know what to do... I am investor in Indian stocks only (because of limited capital). And can't derive any conclusion out of this vedio for Indian stocks. All that I understood is sell tech stocks that are nearing ATH and invest in defensive and value stocks only of Indian cos.
Please throw light on one more points: 1. What if China is printing currency to increase liquidity to banks on the behest of decreasing CRR, selling dollars etc ?
@Akshat. This is giving so much headaches… I thought you said currently we’re on a bull run. While this video scares us…. Should we invest in stocks !!!!! I’m froze
It all depends which stock you have and at what level did you buy it, if you bought it at low levels and If it is an A category share and you have patience, you will definitely make money, as long as you know the reason for it to available at a low price
Not sure how many of you are aware but, if you had used any stock broking link that these kind of finfluencers share, Everytime you either buy or sell a stock, they will get some commission and the series of videos of "I'm very bullish" or "I'm selling off" are just for ‘that‘ purpose alone.. am i right, Mr Srivastav?
Just couple of days back you showed Michael Bury adding huge positions to his portfolio. Now you are saying he sold everything. What is the reality ? Many individuals are following you. Please do not contradict
Wait, in your video on the Evergrande crisis, you said that the china has learnt lessons from the 2008 crash so there can't be a crash because of Chinese housing market
Nice video! I couldn't understand a point though, if China sells the US dollar, why would that have negative impact on the US stock market? It will harm the Chinese exports, as their currency against USD will appreciate, I don't understand why US market would have a negative impact. Is it because US imports a lot of stuff from China and Chinese goods will become expensive?
chinese goods are cheaper. So if Dollar falls because of excess selling, USA will have to pay more dollars to buy the same chinese good which will in turn effect the savings of the citizens and then they will reduce the use of tech products. (Tech will always be impacted the most because of recession) as its a optional product and not a must have product. (ex: apple)
A few points to consider here: 1. Selling USD will decrease the value of USD against Chinese Yuan, therefore buying goods from China will become expensive. 2. Due to accelerated selling of USD, there will be more USD circulated in the market. Let's assume that the demand remains same, but the supply will be a lot higher, therefore USD will get further devalued againt other currencies. This represents an additional cost for buying raw material from China or other countries. 3. Increased USD in circulation results in higher inflation. The Feds will have to increase the interest rate to control the inflation. This is the biggest problem for tech companies as they are heavily dependent on funds to help develop their products. Tech companies have been doing well in the past few years due to lower interest rates and do poorly when the interest rates spike.
Remember 2008 Lehmann Crisis? How many years did it took to recover? 1.5 to 2 Years. Yea sab video dekhne k liye ache hai. Don't act irresponsibly after watch such video. Covid k time sab khatam honewala tha na? Huwa? Nahi na! Remember the empty roads of Mumbai, the financial HEART of India? Where are we from the highs of 2019 and Pre-Covid? Continue your SIP and keep buying GOOD, PROFITABLE, FREE CASH GENERATING companies. Faltu cheez mein dimag maat ghusao.
Michael Burry is horribly wrong on Tesla and his wealth eroded greatly because of shorting Tesla. Infact after his frame prediction of the mortgage crisis, he was wrong on most of the occasions. If we look history, this is story of every wall street predictor. So I will buy more stocks
Yes enjoyed the Analysis.. But sir, what should one do if one holds lots of Indian tech stocks, as I hold in my portfolio.. Actually I had entered markets for long Term investing...but if my profits are going to be wiped out there is no point in holding stocks.. pls guide.. my major portfolio is Indian Tech Stocks..
so it is supply problem in real estate sector, but if there is nothing to deliver what will they do with this liquidity, as there will be no one to take loan to circulate it. As in the end you concluded it with NO ONE KNOWS WHAT they are THINKING.
I have a question. Why all these comes now. Whatever the facts or the news you mentioned are not something happened in just one or two weeks. All these factors you presented are something present for years. Why markets reacts now. Just 1,2 weeks back you are super positive about the trends and market. May be you have better reason or valid points for your view. Curiously looking forward if any such.
Dichotomy: a division or contrast between two things that are or are represented as being opposed or entirely different. "a rigid dichotomy between science and mysticism"
Love your videos Akshat! Thanks for sharing so many information so simply. Can you also do an analysis of the UK economy and current inflation and what does the future look like?
I respect and admire Burry, but his previous calls in shorting Tesla and latest being short on Apple were real bad ones, although due credit to him for being the first to point out the bubble in Arkk innovation ETF as well as Bitcoin. Also, China has already begun selling US treasury, you showed an older holding, as on date China holds something like $930 Billion. I feel we may see volatility but to call doomsday is a bit too extreme. Markets don't fall on known fears, it's the fear of the unknown that triggers a selloff. I'm certain the Fed will pivot sooner than later causing a rally again but yes, if we have to ascertain global macro condition basis the humongous debt levels, we have never been in such a pathetic state in human history.
So China is holding US treasury bonds in huge quantities. When they start selling them, wouldn't it absorb USD from the US market? How can china sell US dollars?
Hello. This one of the finest videos of yours! How will you correlate this liquidity crunch with banks and China's funding to mega projects like BRI, monetary help to various countries, expenditure on military, and other research programs?
