Where is the Opportunity to Invest NOW - India vs US vs China?

00:19:00
https://www.youtube.com/watch?v=LJZSP9TgGC0

Summary

TLDRIn this episode, Shashank discusses the confusion and fears among retail investors regarding market volatility, particularly due to global events like the Trump tariffs. He explains the concept of 'global poly crisis' and reassures listeners that the Indian market remains a viable investment opportunity amidst these challenges. He emphasizes the advantages India has, such as low inflation and strong government support, suggesting that retail investors look for undervalued stocks in India instead of jumping into the potentially unstable US or Chinese markets. Shashank encourages a patient and strategic approach to investing in current market conditions.

Takeaways

  • 📉 Retail investors are feeling confused and scared about market volatility.
  • 🌎 Global issues, like the Trump tariffs, are affecting investments worldwide.
  • 💡 India is currently a strong investment opportunity despite global challenges.
  • 📊 Understanding economic indicators helps investors make informed decisions.
  • 📈 Focus on buying undervalued stocks rather than following market hype.
  • 🚗 Tesla's potential entry into India could benefit local markets.
  • 🗞 Regular updates and reports can keep investors informed about market trends.
  • 💰 DII ownership in India has surpassed FII ownership, indicating strong local investment.
  • 🔍 Look for companies with good management and strong cash flow when investing.
  • 🤝 A strategic and patient approach is essential for successful investing.

Timeline

  • 00:00:00 - 00:05:00

    In the beginning, the speaker addresses retail investors who are feeling confused and scared about the market situation, highlighting the trend of looking at opportunities outside of India. They emphasize that while global issues exist, India is currently a prime investment opportunity despite fears triggered by global events, particularly actions by Donald Trump regarding tariffs. The speaker mentions disruptions in trade globally, primarily due to Trump's policies, and explains how these factors create a complex landscape that also influences India.

  • 00:05:00 - 00:10:00

    The conversation shifts to the performance of major markets, particularly NASDAQ, which is experiencing a downturn primarily due to recession fears and the impact of tariffs. The speaker contrasts this with India's market performance, noting that India's economy is resilient and drawing attention to the positive changes in the Indian market, including government stimuli and low inflation. He criticizes the typical retail investor mentality of buying high and selling low while asserting that significant opportunities exist in the Indian market now.

  • 00:10:00 - 00:19:00

    In the concluding section, the speaker encourages retail investors not to fall for the narrative pushing them to invest in foreign markets like the U.S. or China when India is at a low point, which is seen as a prime buying opportunity. He stresses the importance of patience and thorough research when investing, advocating for the identification of undervalued companies with strong financials. The speaker reassures viewers that fears regarding tariffs are overstated and predicts that mutual agreements will stabilize the situation without significantly harming India.

Mind Map

Video Q&A

  • What should retail investors do in a volatile market?

    Invest strategically in undervalued stocks and focus on long-term growth.

  • Is it safe to invest in the US market right now?

    The US market is experiencing significant volatility, and caution is advised.

  • What impact will Trump tariffs have on India?

    Trump tariffs may not significantly harm India; in fact, they could provide opportunities.

  • How is India's economy performing compared to global markets?

    India's economy shows promising signs with growth in services and strong policy support.

  • What should I look for when investing in stocks?

    Focus on companies with strong management and consistent free cash flow.

  • Should I invest in sectors that are currently declining?

    Yes, look for quality companies in declining sectors that have the potential for recovery.

  • What are the signs of recovery in the Indian market?

    Positive trends include rising DII ownership, strong GST collections, and increased liquidity.

  • Is now a good time to buy stocks in India?

    Considering current valuations and market conditions, it could be a strategic time to buy.

  • What about investing in China or other markets?

    Investing in India at lower valuations often presents better opportunities than chasing high positions abroad.

  • How can I stay informed about market trends?

    Follow economic reports and analyses to understand market positioning and opportunities.

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  • 00:00:00
    in today's episode I actually want to
  • 00:00:02
    talk to all the people mainly the retail
  • 00:00:04
    investors who are now very confused um
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    little scared also about the entire
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    market and I have now started looking at
  • 00:00:11
    other opportunities outside India right
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    now I keep telling this to a lot of
  • 00:00:15
    people because I've been getting a lot
  • 00:00:16
    of comments from a lot of people on my
  • 00:00:18
    YouTube channel saying Shashank can I
  • 00:00:20
    invest in US market can I go invest in h
  • 00:00:23
    Shang can I invest in the Chinese market
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    right but all of them are also ignoring
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    the fact that India Today is now at the
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    most time that you can ever invest right
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    but there are a lot of problems that are
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    going on in the entire world and today I
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    thought I'll make a quick video so you
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    that so that you guys can understand
  • 00:00:39
    what's happening across the world and
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    it's not just an India problem but it's
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    also a world problem and it all started
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    with Mr Donald Trump right now since
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    he's taken office in November December
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    the volatility has been insane in the
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    market and this is mainly because of
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    something that a lot of people in the
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    industry are calling a global poly
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    crisis what do I mean by a global poly
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    crisis now think about this Donald Trump
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    has come into power and he's talking
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    about this Trump tariff right which all
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    of you guys might have heard of and a
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    lot of people are scared about it as
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    well and I will also explain why you
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    should not be scared about it when it
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    comes to India but if you look at Trump
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    tariff he suddenly put 25% tariff on
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    Canada Mexico because they didn't listen
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    to him they wanted Canada to become a
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    part of us so they said no so that
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    became a big problem over there so
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    Canada and Mexico there's a lot of trade
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    disruption happening there they also put
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    around some tariff on China China said
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    screw you I'm going to put a tariff back
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    on you so they got completely screwed up
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    over there as well EU is completely
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    confused as always they have no idea
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    whom to support what to do and Russia
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    and all this is staying silent and
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    attacking Ukraine because now us has
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    taken their hands off Ukraine completely
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    right now when all this is going on
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    there's disruptions happening in China
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    there is demand Supply disruption
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    happening in Mexico in Canada in Russia
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    is attacking Ukraine and taking over
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    their entire thing and EU is completely
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    clueless and they don't know what to do
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    and in all of this where does India land
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    up now a lot of people are asking me
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    this question Shashank that in April
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    this Trump tariff will enter what will
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    happen to India what's going to happen
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    first of all I want to tell you
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    something right to me maybe I might be
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    completely wrong on this but I honestly
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    believe that nothing is going to happen
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    to India and in fact if this Trump
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    tariff thing happens because if you
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    seeing the news constantly it's coming
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    across that India has agreed to lower
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    the Tariff they might not do zero I
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    think the biggest problem that is
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    happening between India and Trump is
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    Trump is saying do zero tariff and India
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    saying we cannot do zero tariff but at
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    least do 5% 10% 15 % tariff is what
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    they're looking at now think about how
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    the relationship works with India and us
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    right in India we sell a lot of things
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    to us and make money with respect to
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    Dollar most of our Pharma companies are
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    you know either selling branded drugs
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    there or unbranded drugs there or
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    selling some kind of formulations to
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    them doing their outsourced
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    manufacturing cdmo cro 100 things are
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    going on right so we are either selling
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    to them or us is coming here and trying
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    to sell here now if you look at the
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    weird ratio we are selling a lot in us
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    and making a lot of money in dollars
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    whereas when us companies come to India
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    they have to pay huge amount of taxes
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    including cars right and it's not just
  • 00:03:08
    India and it's not just us it is also EU
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    cars if you look at Mercedes Audi all of
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    these German cars when they come to
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    India the cost is extremely higher and
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    that is why you see the cost in India is
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    higher when it comes compared to Dubai
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    or something like that now if you
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    understand this much which is the basic
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    macroeconomics over here let me explain
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    now why this is creating a problem in us
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    for all the people who wanted to invest
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    in us and then I will talk about why
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    this is not going to affect us in April
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    so this is the NASDAQ and I don't know
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    how many of you all have been noticing
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    this or how many of you have been
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    following the US market I'm currently in
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    us right now in the Bay Area and here
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    I'm seeing the news every single day in
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    the morning at 600 a.m uh and you know
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    what is coming in the news people are
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    already talking about recession fears
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    because two things have happened in the
  • 00:03:51
    US market number one the job data is not
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    looking very interesting because Doge
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    which is the Department of government
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    efficiency has also fired a lot of
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    people and that that is why and with
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    this Trump tariff happening at the same
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    time the market is falling and Trump
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    very clearly is coming and saying boss I
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    don't care about the market let it do
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    whatever it wants and because of that
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    look at the drop over here right if you
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    look at the drop from now till 133% the
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    index has fallen in what it has fallen
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    since uh literally Feb 20th within the
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    last one and a half weeks the market has
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    fallen 133% at least our fall was a
  • 00:04:28
    structured fall right but if you look
  • 00:04:29
    look at NASDAQ it has just bombarded and
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    fallen down now you should also
  • 00:04:33
    understand it's also come almost at an
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    oversold Zone and if you look at it from
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    a moving day uh EMA perspective you can
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    see that this purple line which is the
  • 00:04:42
    200 day moving average for Nasdaq has
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    been broken now 200 day moving average
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    means nothing good happens below 200 day
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    moving average it has gone into a
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    bearish Zone because that has always
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    been a strong support in the past and
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    the 200 day moving average has been gone
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    same with us we have also broken 200 day
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    moving average long ago and we are in
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    this downward sloping Channel right now
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    now looking at the difference right
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    looking at the difference if you look at
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    NASDAQ NASDAQ is currently sitting at an
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    oversold position and if you look at
  • 00:05:09
    NASDAQ more and NASDAQ or us markets or
  • 00:05:12
    S&P 500 most of the companies that are
  • 00:05:15
    pushing this index up was the
  • 00:05:17
    Magnificent 7 right which is your Nvidia
  • 00:05:19
    which is your Tesla and if you look at
  • 00:05:21
    these companies right now look at Tesla
  • 00:05:23
    right Tesla is basically completely
  • 00:05:26
    crashed in the last few days because of
  • 00:05:28
    two problems one is definitely this
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    whole Market has crashed second they're
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    having problems in Europe and they're
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    not able to sell properly in Europe and
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    their sales have gone down I think a
  • 00:05:37
    huge amount in the in the European
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    region and that is why Tesla is so
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    adamant and in they're pushing India so
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    much to reduce the Tariff because Tesla
  • 00:05:45
    wants to enter India as soon as possible
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    now why does he want to enter India
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    because in India we are an aspirational
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    country we want Tesla to come in even
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    though it might not be a great car even
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    though byd is much better in India we
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    just want to buy Tesla because we want
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    to buy a Tesla right and the EV adoption
  • 00:06:01
    is just started and what will happen is
  • 00:06:03
    if Tesla comes here then his stock price
  • 00:06:04
    will start recovering he can show insane
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    growth numbers and you can also see
  • 00:06:08
    what's happened with apple here because
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    Apple has now started selling a huge
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    amount of uh crores and crores of
  • 00:06:14
    iPhones in India right so that
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    consumption story kicks in and if you
  • 00:06:17
    look at India all the positive tick
  • 00:06:19
    marks are also kicking in right now the
  • 00:06:21
    government has started omo injection
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    they're infusing money to the system The
  • 00:06:24
    Lending rates have gone down they have
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    also told Banks to start lending even
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    more so all and the extra one lakh of
  • 00:06:31
    income that's coming into everyone's
  • 00:06:32
    bank account is also coming in but if
  • 00:06:33
    you just look at Tesla in the last few
  • 00:06:36
    months it has gone down by 54% and if
  • 00:06:38
    you look at Tesla from a year to date
  • 00:06:40
    standpoint it has gone down by 42% now
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    I'll tell you why I was having a problem
  • 00:06:45
    because a lot of people were commenting
  • 00:06:47
    and telling me that Shashank Indian
  • 00:06:48
    market is falling down as it was looking
  • 00:06:50
    like this but NASDAQ was going up so
  • 00:06:53
    should we not invest in a falling market
  • 00:06:56
    and then start investing in the NASDAQ
  • 00:06:58
    this was the question lot of people had
  • 00:07:00
    now I was constantly telling these
  • 00:07:01
    people that why would you invest in a
  • 00:07:03
    market that is sitting at an all-time
  • 00:07:05
    high and not investing in a market that
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    has severely corrected because
  • 00:07:09
    opportunity is when you buy low sell
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    High it is not when you buy high and
  • 00:07:13
    sell low that is a typical retail
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    investor problem that a lot of people
  • 00:07:16
    buy high sell low even same problem
  • 00:07:18
    happened with h Shang in China right
  • 00:07:20
    when a lot of people said should I go
  • 00:07:21
    invest in h Shang China first of all by
  • 00:07:23
    the time this news comes to you you are
  • 00:07:26
    already too late and that is why retail
  • 00:07:27
    investor gets trapped all the time
  • 00:07:29
    because because we only buy on hype so
  • 00:07:31
    all the smart people buy first and then
  • 00:07:33
    they come and tell you that you know
  • 00:07:34
    what now we are going and buying Chinese
  • 00:07:35
    market so I keep saying that okay nobody
  • 00:07:38
    timed the top perfectly right yes there
  • 00:07:40
    were some mutual funds that sold their
  • 00:07:42
    stake right at the top but nobody sold
  • 00:07:44
    100% they were all sitting at 5% 10% 15%
  • 00:07:47
    cash but nobody timed the market
  • 00:07:48
    perfectly now the market is down now
  • 00:07:50
    what do you want to do you are saying
  • 00:07:52
    that you want to exit here and go invest
  • 00:07:54
    in NASDAQ you want to exit here and go
  • 00:07:56
    invest in China because now we are
  • 00:07:58
    almost at the botom we have also shown
  • 00:08:00
    strong support here we are also showing
  • 00:08:02
    signs of Revival yes if you look at us
  • 00:08:05
    we are still in a downtrend right we're
  • 00:08:06
    not in an uptrend right now and if you
  • 00:08:08
    look at NASDAQ they have also entered a
  • 00:08:10
    beautiful downtrend so I'm very happy
  • 00:08:12
    that NASDAQ is now in a downtrend now
  • 00:08:13
    when the NASDAQ is in a downtrend right
  • 00:08:15
    what happens the money has to start
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    flowing out of there and start moving
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    somewhere else Global money will start
  • 00:08:21
    flowing it profit booking will happen in
  • 00:08:23
    NASDAQ and then it might come to India
  • 00:08:25
    it has not yet come but it might come to
  • 00:08:27
    India and for the first time I don't
  • 00:08:28
    know if youve seen the the recent
  • 00:08:29
    reports but for the first time you will
  • 00:08:31
    see that the dii ownership in India has
  • 00:08:34
    now crossed and gone more than the fii
  • 00:08:37
    ownership in India so all of these
  • 00:08:40
    things are again very important when it
  • 00:08:41
    comes to investing in the market and
  • 00:08:43
    understanding how Cycles work in the
  • 00:08:45
    market right yes Market went down but it
  • 00:08:48
    will start going up now recently there
  • 00:08:50
    was another report that came out on by
  • 00:08:51
    Morgan Stanley on literally March 10th
  • 00:08:54
    and they're saying why India is now best
  • 00:08:56
    placed in Asia the trade tensions will
  • 00:08:58
    likely remain a drag on Asia's growth
  • 00:09:00
    Outlook we highlight the reasons why
  • 00:09:02
    India is still the best placed in the
  • 00:09:03
    region against this backdrop because of
  • 00:09:06
    low Goods of export strong Services
  • 00:09:07
    exports and policy support for domestic
  • 00:09:09
    Demand right so all of these reasons are
  • 00:09:12
    basically coming in and they're saying
  • 00:09:13
    that India will start doing really well
  • 00:09:15
    because the GST collections are doing
  • 00:09:16
    really well country is also doing really
  • 00:09:19
    well everything will start growing up
  • 00:09:20
    and our inflation is currently low our
  • 00:09:22
    GDP is looking very interesting so all
  • 00:09:25
    of these things will start going into
  • 00:09:26
    the picture and India government has
  • 00:09:28
    also said that we will start the kex
  • 00:09:30
    right so when all of these things you
  • 00:09:31
    add and as you can see the liquidity is
  • 00:09:33
    also there when you start looking at all
  • 00:09:34
    of these things it starts becoming very
  • 00:09:36
    good now this is a very good report I
  • 00:09:38
    want you guys to read it's a 17 Page
  • 00:09:39
    report you might not understand half of
  • 00:09:42
    the things but I will put the link here
  • 00:09:44
    below and I will also make a nice
  • 00:09:45
    summary of this report and put it in the
  • 00:09:47
    YouTube Community right now YouTube
  • 00:09:48
    Community is where I just keep
  • 00:09:50
    bombarding them with insane amount of
  • 00:09:51
    information so if you guys want to join
  • 00:09:53
    the YouTube Community definitely come
  • 00:09:54
    because you will get huge amount of
  • 00:09:56
    information in that YouTube Community
  • 00:09:58
    right so every is now suddenly talking
  • 00:10:00
    about India the whole sentiment is now
  • 00:10:02
    again shifting to India right and if you
  • 00:10:04
    look at the US market now they have
  • 00:10:05
    started going down quite uh drastically
  • 00:10:08
    and this whole Trump tariff going up
  • 00:10:11
    going down I will put 25% 50% is now
  • 00:10:13
    catching up to us because you can't just
  • 00:10:15
    get up one day and disrupt the entire
  • 00:10:18
    Market it does not work that way right
  • 00:10:20
    that is why companies like Tesla will
  • 00:10:21
    fall down year to dat 42% even Nvidia is
  • 00:10:24
    now falling down 19% now Nvidia I feel
  • 00:10:27
    is still strong given the fact that
  • 00:10:29
    Nvidia chips are still a monopoly yes
  • 00:10:31
    that is deep seek but it doesn't matter
  • 00:10:33
    because deep seek is also using nvidia's
  • 00:10:34
    chips only so it really does not matter
  • 00:10:36
    that way right the problem what's
  • 00:10:38
    happening is the narrative is looking
  • 00:10:40
    very dirty right now and that is why
  • 00:10:42
    when we look at our Market suddenly
  • 00:10:43
    Nifty looks very interesting now if you
  • 00:10:45
    look at Nifty obviously there are a lot
  • 00:10:47
    of opportunities in the market but Nifty
  • 00:10:49
    has this beautiful trend line going on
  • 00:10:50
    which is a negative trend line we have
  • 00:10:52
    to break this trend line and the minute
  • 00:10:54
    we break this trend line and already I
  • 00:10:56
    feel the minute we break this trend line
  • 00:10:58
    we start going into an upward territory
  • 00:11:00
    yes will we go back and break this top I
  • 00:11:02
    don't know about breaking the top ASAP
  • 00:11:04
    but will it happen over time answer is
  • 00:11:06
    100% yes it has to happen now it cannot
  • 00:11:08
    happen and all the signs are there right
  • 00:11:11
    in front of us right all of us are so
  • 00:11:13
    negative so pessimistic because the
  • 00:11:15
    whole Market there is so much noise and
  • 00:11:17
    I keep telling all of you guys the same
  • 00:11:19
    thing right cut the noise if you are a
  • 00:11:21
    retail investor and you are looking to
  • 00:11:23
    make wealth in the market and you
  • 00:11:24
    idolize people like Warren Buffett and
  • 00:11:26
    raak junjala and they have made 10x
  • 00:11:29
    returns 100x returns THX returns with
  • 00:11:31
    Titan and the market falls down by 15%
  • 00:11:34
    and you're not able to handle it so you
  • 00:11:35
    have to really ask a question to
  • 00:11:37
    yourself that shashant how can I expect
  • 00:11:39
    to make 15,000 per returns if I can't
  • 00:11:42
    take a 10 15 20% Dip in My Portfolio and
  • 00:11:46
    the same stock you are ready to buy at
  • 00:11:48
    100 P when it was a bull market and if
  • 00:11:50
    it's today at 40 50p you are not buying
  • 00:11:52
    that same stock how is that even
  • 00:11:54
    possible it is not possible right now A
  • 00:11:56
    lot of people are spreading hate or
  • 00:11:59
    spreading fear in the market what are
  • 00:12:01
    some key points they're talking about
  • 00:12:03
    Shashank like China and Japan India will
  • 00:12:05
    never go up and we will never recover
  • 00:12:06
    26,000 absolute right give it
  • 00:12:09
    three four years we will we will surely
  • 00:12:11
    cross 26,000 I I wouldn't be surprised
  • 00:12:14
    if we cross 26,000 next year itself but
  • 00:12:16
    that is absolute because there
  • 00:12:17
    are all these signs that are coming up
  • 00:12:19
    right now and if you're really looking
  • 00:12:21
    at the market you will realize what
  • 00:12:22
    these signs are the government is
  • 00:12:24
    infusing liquidity into the system the
  • 00:12:26
    Sip inflows have not stopped I don't
  • 00:12:29
    know if you guys have seen it but if
  • 00:12:30
    there is a bad market right the company
  • 00:12:33
    should do bad layoff should happen sip
  • 00:12:36
    inflow should look bad but why is
  • 00:12:37
    nothing happening because the Sip
  • 00:12:39
    inflows are still doing well the market
  • 00:12:41
    is still looking good and let me show
  • 00:12:43
    you something right if I show you the
  • 00:12:45
    monthly net inflow of equity growth in
  • 00:12:47
    mutual funds we are still looking good
  • 00:12:50
    it is not going down so the dii still
  • 00:12:53
    have a lot of cash to deploy we are all
  • 00:12:54
    sitting at 20 25% cash and they are
  • 00:12:56
    deploying slowly into the market the omo
  • 00:12:59
    injection by RBI is happening The
  • 00:13:00
    Lending rates have changed extra income
  • 00:13:03
    from all people like us with the tax
  • 00:13:05
    changes are coming in new GST slabs are
  • 00:13:07
    coming which is going to reduce the GST
  • 00:13:09
    and now coming to the main point that
  • 00:13:11
    Shashank what about Trump tariff in fact
  • 00:13:14
    I believe that if Trump tariff comes
  • 00:13:15
    into India it will actually be
  • 00:13:17
    beneficial for India now think about it
  • 00:13:19
    we are paying 100 115% tax on a lot of
  • 00:13:22
    these custom duty uh you know cars and
  • 00:13:24
    luxury spendings and all of that yes it
  • 00:13:26
    might become a problem for our local
  • 00:13:28
    companies who are the local companies
  • 00:13:30
    Tata Motors MRA and MRA it might become
  • 00:13:32
    tough for them but if you really ask me
  • 00:13:35
    everyone's looking at Tesla and saying
  • 00:13:36
    what if Tesla comes you know it'll
  • 00:13:37
    become a problem for Mahindra I believe
  • 00:13:39
    that Mahindra and Tesla are not even in
  • 00:13:41
    the same ballpark right Mahindra is
  • 00:13:43
    completely SUV driven whereas Tesla only
  • 00:13:45
    has one SUV model right most of it is a
  • 00:13:47
    sedan model so technically Tesla affects
  • 00:13:49
    tataa Motors and tataa Motors is already
  • 00:13:51
    crashing because of Jaguar it's not even
  • 00:13:53
    because of any other reason right so
  • 00:13:54
    that's what I believe that Mahindra
  • 00:13:56
    won't have a big problem with it but I
  • 00:13:58
    want Mahindra to step their game up and
  • 00:14:00
    I want Tesla to step their game up Let
  • 00:14:02
    the competition come in India let them
  • 00:14:04
    build their infrastructure and let the
  • 00:14:05
    fight happen because only if the fight
  • 00:14:07
    happens is when Mahindra and all other
  • 00:14:10
    Indian companies will come up to a
  • 00:14:11
    different level and I don't know if you
  • 00:14:12
    saw the news recently AEL has tied up
  • 00:14:15
    with starlink so now Tesla coming in or
  • 00:14:18
    starlink coming into India was such a
  • 00:14:19
    big problem in the past now they have
  • 00:14:21
    tied up with an Indian company and both
  • 00:14:23
    of them are going to make profits so how
  • 00:14:25
    is that bad right so this is what I'm
  • 00:14:26
    saying when the tariffs go down the
  • 00:14:29
    spending of India which we pay a lot of
  • 00:14:30
    tax now will start going up we will
  • 00:14:32
    start spending in the right places and
  • 00:14:34
    our infrastructure will be built by
  • 00:14:36
    foreigners who come in and yes they will
  • 00:14:38
    take some part of profit but we cannot
  • 00:14:40
    say that it is a bad thing because
  • 00:14:41
    you're buying an Apple iPhone a lot of
  • 00:14:43
    people are buying Apple already from a
  • 00:14:45
    long time right so it is going out it is
  • 00:14:47
    already going out you're using Google
  • 00:14:49
    email for most of the things people are
  • 00:14:50
    using Google workspaces you're using
  • 00:14:52
    Microsoft so you're already paying
  • 00:14:53
    insane amount of money so new people
  • 00:14:56
    coming into India is not a bad thing I
  • 00:14:57
    feel it's just going to add add more to
  • 00:14:59
    us growing and India anyway if you look
  • 00:15:02
    at it let me show you another very
  • 00:15:03
    important stat if you look at India's p
  • 00:15:05
    ratio right now it is sitting at a very
  • 00:15:07
    low position if you look at an all-time
  • 00:15:09
    chart the last time uh we were here I
  • 00:15:12
    think was during covid we were at covid
  • 00:15:14
    around 18p right now we're at 20p this
  • 00:15:16
    is actually covid level right Nifty p is
  • 00:15:19
    currently at covid levels which is the p
  • 00:15:21
    ratio right the earnings ratio yes I
  • 00:15:23
    would not say that Nifty p is a very
  • 00:15:25
    good indication right now mainly because
  • 00:15:27
    a lot of companies in the nifty50 are
  • 00:15:30
    also Banks and PSU sitting at lower p
  • 00:15:32
    and if I go here and show you it's very
  • 00:15:34
    easy to look at this go to screener
  • 00:15:36
    right go to Nifty P here and you will
  • 00:15:38
    see this right sorry I have lot of cash
  • 00:15:40
    filters here let me show you this okay
  • 00:15:43
    if you look at the P ratios here you
  • 00:15:44
    will see that there are companies like
  • 00:15:46
    Trent uh sorry there are companies like
  • 00:15:48
    Trent sitting at 100p Titan at Titan
  • 00:15:50
    such a great company still sitting at
  • 00:15:52
    83p right HDFC life sitting at 78 tataa
  • 00:15:55
    consumer sitting at 72 so these skew the
  • 00:15:57
    math slightly higher and if I go
  • 00:15:59
    slightly lower and see the companies
  • 00:16:00
    that are actually sitting at reasonable
  • 00:16:02
    pce right you will see other companies
  • 00:16:04
    like baj Autos come down to 27 because
  • 00:16:06
    it has gone down completely mindra again
  • 00:16:09
    a very good company sitting at 26 it has
  • 00:16:11
    all come down sitting at 26p right here
  • 00:16:14
    uh ITC is also at 25 so there are some
  • 00:16:16
    good companies that you can look at and
  • 00:16:18
    Reliance one of the biggest players in
  • 00:16:19
    our industry has taken a massive beating
  • 00:16:21
    look at this what a beautiful beating
  • 00:16:23
    now that I know for a fact because some
  • 00:16:25
    people have even commented and said
  • 00:16:27
    Shashank should we look at at Reliance
  • 00:16:29
    you know what is happening with Reliance
  • 00:16:30
    it's a big problem and like you're
  • 00:16:32
    doubting mkes Amani it's the most weird
  • 00:16:33
    thing that I've seen right but again I
  • 00:16:36
    keep telling this to you guys I feel the
  • 00:16:38
    bottom is almost over uh maybe a few
  • 00:16:41
    more months until we go back up if you
  • 00:16:43
    are not becoming a buyer right now I
  • 00:16:46
    don't know when you're going to buy in
  • 00:16:47
    your life because if you're going to
  • 00:16:48
    tell me that Shashank I'm not a buyer
  • 00:16:50
    now but I will be buyer at 26,000 then
  • 00:16:52
    you're again doing the same mistake of
  • 00:16:53
    buying high and selling low a smart
  • 00:16:55
    investor will buy low and sell High
  • 00:16:57
    there are multiple stocks available for
  • 00:16:59
    you I have done multiple videos in the
  • 00:17:01
    past as well where I've spoken to you
  • 00:17:03
    about how to find good screeners how
  • 00:17:05
    I've made screeners for you I made a
  • 00:17:07
    trading view screener I made a Excel
  • 00:17:08
    screener as well where you can go find
  • 00:17:10
    companies that are undervalued so please
  • 00:17:12
    don't fall into this typical retail
  • 00:17:14
    narrative that Shashank invest in us not
  • 00:17:17
    in India invest in China not in India
  • 00:17:19
    India is currently sitting at the lowest
  • 00:17:21
    point you need patience yes the market
  • 00:17:23
    is falling down every single day start
  • 00:17:25
    buying good companies just close your
  • 00:17:27
    eyes and wait because if you play this
  • 00:17:29
    right perfectly if you play this this
  • 00:17:31
    moment perfectly within the next two
  • 00:17:34
    years your portfolio should be extremely
  • 00:17:36
    positive so I hope you guys are finding
  • 00:17:39
    good companies don't go into foro don't
  • 00:17:40
    buy listed companies that don't have a
  • 00:17:42
    good track record find companies that
  • 00:17:44
    have good management find companies that
  • 00:17:46
    are creating huge amount of free cash
  • 00:17:48
    flow that is my entire screener is only
  • 00:17:50
    creating free cash flow I'm trying to
  • 00:17:51
    find companies that are good with that
  • 00:17:52
    and trust me you will do really well and
  • 00:17:55
    I want you guys to comment below on this
  • 00:17:56
    video as well if you have any doubts on
  • 00:17:58
    this Trump tariff what might happen I
  • 00:18:00
    believe nothing is going to happen we
  • 00:18:01
    will come to a mutual ground and we will
  • 00:18:03
    create a new trade agreement and
  • 00:18:04
    everyone will be happy about it end of
  • 00:18:07
    the day nothing is going to happen Trump
  • 00:18:08
    is just putting some fear in the market
  • 00:18:10
    that's it right India is not stupid Modi
  • 00:18:12
    is not stupid I think we will PM Modi
  • 00:18:14
    will come back and retaliate with
  • 00:18:16
    something or the other but I think it'll
  • 00:18:17
    be a give and take relationship it won't
  • 00:18:19
    be like I don't think that will happen
  • 00:18:21
    right so comment below and let me know
  • 00:18:23
    what do you guys think about this entire
  • 00:18:25
    thing and if you feel that you have
  • 00:18:26
    found some really good stocks please put
  • 00:18:28
    the comment section below so others can
  • 00:18:30
    also help you understand what is good
  • 00:18:31
    and what is bad and maybe there's some
  • 00:18:33
    scam going on in that company right
  • 00:18:34
    again this is me shashan gupa signing
  • 00:18:36
    off not a typical video from my end but
  • 00:18:38
    this is more from a macroeconomic
  • 00:18:40
    standpoint because I feel there was a
  • 00:18:41
    lot of confusion in the market and I
  • 00:18:43
    hope this clears the confusion a little
  • 00:18:45
    bit right this is me shashan gura
  • 00:18:47
    signing off guys take care see you guys
  • 00:18:49
    byebye
Tags
  • Investing
  • Market Volatility
  • Trump Tariffs
  • Indian Economy
  • Retail Investors
  • Global Crisis
  • Stock Market
  • Economic Trends
  • Investment Strategy
  • Market Recovery