'If Warren Buffet Is Sitting On Cash....': How Manish Chokhani Analyses The Stock Market

Manish Chokhani, Director, Enam Holdings on the global scrutiny and impact on Indian markets. He says that 'The world is undergoing a regime change. India's position in the world has never been better. Indian forex reserves are now 15% of the country GDP. India's equity market cap is at 150% of the country GDP. Favorable policies can lead to a deluge of money into Indian markets'.
#stockmarket #globalmarket #warrenbuffet
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[@aramreddy]

Manish is very knowledgable and humble ! Thankful for his wise words

[@chanduprajan5436]

Manish Sir, as always is a pleasure to listen to. So insightful. ❤❤❤

[@sainik636]

Sir you are saying lot of FII money would have come if valuations were at 15 % lower which means Nifty @ 21250.But we were around that levels on June 4th & FIIs sold left right & centre😮. FIIs have been net sellers in the Secondary Markets for 7 out of the past 10 years as per NSE data. . Any comments

[@thuptenene9606]

India is not the only Market in the world..Other markets around the world hv more attractive valuations.

[@sudheerk67]

Buddy the correction happened. But it recovered in 2 days. FII won't do impulsive buying. There want enough time in June 1st week to respond to the fall. Even small retailers couldn't deploy enough money during that fall due to super fast rebound.

[@santhoshkumar2434]

@@sudheerk67j

[@srnk3416]

@@sudheerk67 yes, any non-impulsive sensible investor will consider "what if this kind of fall happens again for next few days".

[@RickWatson-xu6gw]

I'm mostly in cash too and waiting for the market to re-level on the reality of our situation. Or are there any ways I can avoid a crunch and maximize my savings of $350k?

[@A_francis]

from studies, 90% of the time in an election year, the stock market stays positive for quite a long time. 2024 is no exemption, but it is better to be guided, ideally by a well experienced and licensed advisor

[@benitabussell5053]

Agreed, I just use KZbin for research purposes, I run all my major investment through an investment adviser, the market is just too unstable to handle things on your own. I have consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains in close to a decade of having one

[@ScottStraw]

I could really use the expertise of this advsors

[@benitabussell5053]

Her name is ‘Marissa Lynn Babula’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@RobbStonee]

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

[@TheTsxGuy87502]

Isn't this an old video

[@sainik636]

Sir WB did not invest anything during the Vivid early days (March- April 2020) then how much emphasis should we give him for his skills in Market timing?

[@sudip_curiousmind]

Buffet has always spoken against timing isn't it?

[@Sukhmannnnnn]

Even after so many years only person globaly looked for investment analysis scenario is WB … he is GOAT for a reason.

[@fortuneltd3591]

None of mutual fund guys were able to respond well to the COVID crash as last happened in 1930s leaving none the wiser. I remember Khemka was 90% invested in the COVID crash and mutual funds only out the SIPs leading to slow rebound with most of lifting coming from FIIs

[@yeshwanthrajanarul]

Is this old video ? one week before

[@sainik636]

Sir in 2007, Indian Markets went up nearly 40 % in the last phase ( September 2007 & January 2008). Do you expect such a Parabola this time too?

[@rsubhasify]

Definitely yes

[@sumanication5649]

I think the rate cut cycle is priced in already this time. There’s much more information now and liquidity as well.

[@chandrakantindapurkar8738]

Good conversation with Manish Chokhani ji

[@arunchoudhary2622]

Manish sir what a 28 min of meaningful conversation!! Amazing insights. Many thanks Neeraj for wonderful show...

[@JYS1001]

Always good to listen both of you about market 💐💐💐💐

[@prashanthananth5823]

isn't this an old Interview???

[@harshadevulapalli4991]

yes.

[@OceanBlueMint]

Yes, hinderberg report published on weekend... NDTV short of content 😆

[@pankajbhalerao]

Great to listen to both these gentlemen. So insightful.

[@CameronFussner]

Coming out of facing alot, I knew two things about the stock market: It caused the Great Depression, and the fastest way to make a million on the markets was to start with two million. And then the Great Recession happened only a few years later. So yeah, I wish someone had better explained it to me earlier in life. Having a good entry and exit strategy will make you succeed in the stock market.

[@ravichandransivaraman6106]

Great insights from Mr. Manish. Thanks 🙏

[@sanjaybhat3475]

Nicely summarised India’s growth in relatable examples

[@brahmchaari3483]

India does not have many visionaries like him.

[@axt6760]

The BUY.... BUY.... BUY narrative continues. Stay cautious

[@sainik636]

Sir don't you think that a 40 year Global Bull Market is peaking out now. As it was largely led by Easy Money which is having a destructive effect on the disparity between Rich & Poor

[@ankurmukherjee8081]

Easy money is here to stay. The ONLY way to for countries to service their public debt (just int payment, not the repayment of principal) , is to devalue the debt (by either money printing/fiscal deficits expansion/expanding fed Bal Sheet - bailout (they will use different phrases)

[@Mahindrank-w6k]

Only for overvalued indian companies (i.e. OLA, MAMA EARTH, unrealistically over valued IPOs)

[@sainik636]

Sir how are reforms really connected to Market prices. The Biggest of the Reforms happened between 1991 & 2004.Yet Sensex 4500 was seen in April 1992 as well as in May 2004

[@sudheerk67]

Brother reform doesn't mean only passing laws. It is just the beginning. For foreign money to come, it has to yield the fruits or at least the momentum should come. After '91 reforms, we still had large red taping and babus controlled the businesses as usual. You might not see the reforms that happened in the last few years. You will see the that when it start yielding the results after 7-10 years. Just like the way you see '91 and 2024.

[@gdgavali]

It's satta bazar... No real business is going on here..

[@sudip_curiousmind]

My grandfather also used to say the same​@@gdgavali

[@AmazingVibes1000]

Waiting for bubble to explode ❤ cash is ready 😋

[@fairview009]

People still waiting from 2008

[@kirannanda6448]

Enjoyed your answers and learnt a lot.

[@vkshettyutube]

21:39 make sense for long term investors

[@sdbnmr]

why is this interview uploaded a month later? Sunil Mittal bought stake in British Telecom on 12th August 2024

[@sudeepsathyanarayana7807]

Thanks NDTV & Manish sir

[@MahatiSunkara]

I love this, I respect Manishji a lot.

[@sainik636]

Sir Bank Nifty PE is at a decadal level P/B is moderate. Provision coverage ratios are above 80 which is well above the RBIs Standard. Then how BN is expensive?

[@samairasera8545]

Amazing video .. very insightful and practical

[@vinodpargal1951]

Love your attitude people should adopt your line of thinking

[@dharmesh-gupta]

screen with a running visuals behind the host is extremely annoying to watch.

[@ajaykhimnani266]

Always pleasure to listen

[@TheSudheerreddy]

Excellent guys....very helpful

[@Investing-rs4ft]

is this a latest one or an old one ?

[@1566ravi]

I have heard this interview before may be 2 weeks back. why youtube is showing this as 1 day old vdo.

[@Razrman]

Very insightful conversation

[@syams84]

Cheap Russian oild did not benefit Indians...only nayara and reliance are the beneficiaries. Why are you turning everything green?

[@anua9061]

India has always existed on potential, not the actual execution.

[@santoshaswathy1]

Thank you NDTV for bringing such a depth person Mr.Manish, always giving clear picture of world market and our Indian market.

[@TheRealMINDR]

WOW thank you Manish Sir beautiful Insights🙏 Thank you very much 🙏

[@rmohanvel]

Thanks for arranging video as such

[@vishaldave9177]

Choka Ji has missed the rally and wants to buy cheap. Like like all RICH over educated people he has badly missed the rally. THIS RALLY IS FOR REAL CHANGE THAT HAPPENED AND HAPPENING

[@Mahindrank-w6k]

Nifty has ove performed within 5 years and has doubled too fast, so the next 5 years will be slow growth then it takes to pick up after 5 years like 2029.

[@rajeshr3916]

Government not allowing individual easily to invest in other countries

[@medakrishnaiah982]

Valuable discussion 👍

[@safalyakumarbiswal5737]

We should own and develop our own technology rather just being dependent on the service sector to create most number of jobs, its essential for us to move beyond this mentality. Nice thoughts and great conversation between both these gentlemen.

[@gvvskm2024]

1. Stable Rate cut : Neutral & Positive. Stable Bullish expected Nifty 26300 by Oct'24 end. 2. Rate cut: 25bps-50bps FII push money into markets. High Bullish expected Nifty 27000 by Oct'24 end.

[@anshusingh1364]

Simply awesome 👏

[@sainik636]

Sir. Nifty is at 23 PE on TTM. In 2021 it peaked at 28 PE. So how are we in a Bubble, at least in the Nifty

[@majidhussain7174]

Let them say whatever they wanna say, Data wins all the time.

[@vkpandey]

In 2021, earnings growth was ahead of us. Now, earnings are beginning to slow.

[@Mahindrank-w6k]

Nifty has ove performed within 5 years and has doubled too fast, so the next 5 years will be slow growth then it takes to pick up after 5 years like 2029.

[@deepeshsao1008]

Why is this posted just 6 hours back i.e on 15th Sept but the original interview is a month old??

[@americanstockanalyst4047]

Bcoz they have taken position now😅

[@jineshchheda8059]

LEGEND❤

[@narinderpalsingh5349]

Valuable information ❤❤❤❤

[@emmahomes1360]

NVDA will double within 1 or 2 years.

[@TomEdwardi]

!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated

[@FederickLeo]

As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Kristine Lynn Weber is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

[@DerickSams]

I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Kristine Lynn Weber, for her expertise and exposure to different areas of the market.

[@FederickLeo]

My colleagues had a good laugh at me when I told them I started my journey with $50k capital and how I accumulated over 6 figures within a span of 7 months. They never believed me until I pulled out my P&L. I know that learning the ins and outs of the market isn't for everyone, that's why personally, Kristine oversees my investments.

[@DerickSams]

Without a doubt! Kristine Lynn Weber is a trader who goes above and beyond. she has an exceptional skill for analyzing market movements and spotting profitable opportunities. Her strategies are meticulously crafted based on thorough research and years of practical experience.

[@TomEdwardi]

nice! once you hit a big milestone, the next comes easier.. How can i reach her if you don't mind me asking?

[@Amitkumar-fp9no]

Very informative

[@contactsriram]

This looks like an old conversation...

[@PraveenMenon-yz1kb]

Repeat telecast 😅

[@PeriyasamiRYadav]

Market's grows with Economic trends. Even warren buffet said he had seen his portfolio down more than 50% 3times in his journey 😅

[@raguram3918]

Good talk

[@angshu7786]

Warren still thinks about his profit on investment !!

[@donchan5874]

This guy should be in politics...good policy maker...😂

[@arpanshome6328]

I can see Indian market may go down due Bangladesh security concern 🙁 this may be the unexpected development in near future if India do not take action accordingly

[@whatishap]

Adani owned channel telling short selling brokerage firms 😂

[@gvvskm2024]

This next 15 days, bullish on below stocks can breakout & touch targets. South Indian bank - 40 Maha bank - 88 Vikas life - 8 Idea - 18

[@deveshmaheshwari6598]

I will go and buy them first thing tom morning . thx for these multi baggers

[@dinnysahney3413]

Add Tega industries nd Tata technologies

[@deveshmaheshwari6598]

@@dinnysahney3413 sure. Thx for all these multibaggers

[@amitinder11]

Old interview

[@avijitchakraborty7164]

Absolutely loved it

[@AmazingVibes1000]

Thank you modi ji for everything ❤ love you ❤ next time pakka 400 par

[@AntarikshWankhede]

Commentary on NDTV (owned by Adani) to ignore Hindenburg’s claims, speaks volumes about credibility of NDTV😆

[@meetsugat9510]

@@AntarikshWankhede 😂

[@BrigetteWaltershield]

With recent crude prices swinging between highs of $90 and lows around $70, it's clear we're in a volatile phase. Investing in gold and crude this year could be smart due to ongoing geopolitical tensions and inflation. Diversifying with these assets can help hedge against economic uncertainties

[@CamdenVanderlaan]

You’ve nailed it! The volatility in crude prices underscores the need for strategic investing. Gold and crude can serve as effective hedges in times of instability. Balancing investments in these assets can provide stability and potential growth, especially amidst rising inflation and geopolitical risks

[@casathyasimons1953]

To me It's a lallabi kind of narrative..that being said... whether Chokani continue to hold his view..if political leadership change.., if not then to some extent these views can't be seen as politically unbiased...,

[@anilprasanna]

We need a massive stock market crash please.

[@paragawaken]

Repeat telecast

[@Amitkumar-fp9no]

Very good , thanks NDTV profit for bringing such a good content

[@criticalrebel6622]

Very less knowledge from this discussion 😅

[@500suren]

India is definitely in a sweet spot and largely because of the very heavy weight lifting done in the last ten years full credit is not given to this government however the only spoiler in this story could be a major geo-political event that could act as a flash point for conflict, the world almost seems to be veering around to one every few months and it seems to be the order of this decade. Barring this the new found confidence among majority of Indians is very inspirational simply because it is youthfull.

[@SabySoni-dj6rm]

GOLD GOLD GOLD GOLD Last 5 years gold return 16.5% And Nifty 50 return 13.5% Last 20 years nifty and gold same returns Safe investments physical gold Because gold in your hands

[@Mahindrank-w6k]

ONLY Gold ETF gave higher returns physical gold has 15% to 25% tax on B2B and 15% to 30% in B2C. GOLD bond is no more as the govt is playing with its valuation by changing tax rates one every year.

[@TheNishant30]

the war with Ukraine helped gold. Don't expect similar returns now

[@meetsugat9510]

Any criticism which is right should not be ignored. You are wrong here chokhani. Dont talk like bhakt.

[@girishkandhari8571]

Wherever there is name of YES we must HATE it…….🥸🥸🥸🥸🥸🥸

[@BrigetteWaltershield]

With recent crude prices swinging between highs of $90 and lows around $70, it's clear we're in a volatile phase. Investing in gold and crude this year could be smart due to ongoing geopolitical tensions and inflation. Diversifying with these assets can help hedge against economic uncertainties

[@CamdenVanderlaan]

You’ve nailed it! The volatility in crude prices underscores the need for strategic investing. Gold and crude can serve as effective hedges in times of instability. Balancing investments in these assets can provide stability and potential growth, especially amidst rising inflation and geopolitical risks