ET Now | Decoding Equity Market Strategies: Valuations Expensive In SMIDs, India Vs China | S Naren

[@chiranjeevdesai713]

Naren is a perennial bear

[@akn650]

A realistic fund manager

[@Speed99999]

More realistic than your career

[@kirankumar-qy3zs]

His experience in Market greater than your age

[@ramaliya197]

Better a conservative sensible fund manager than a cow boy.. How does your investment record compare to ICICI value discovery fund which has given market significant alpha and good cagr of over 20% over decades sir.

[@akn650]

Nifty might find a rally in Dec but market consolidation is a necessity. As stated,MC and SC valuations should drop.

[@jvrkishore123]

Stock markets never go up in a straight line... Due to many reasons markets go up and due to many reasons it comes down a bit.. One who is fine with ups/downs is a real stock market investor.. Just ignore the noise on why/who is reason for going up/down..

[@kaarthikvaradharajan3810]

Great wisdom.

[@kashinathdas4959]

Thanks a lot for very good set of questions and certainly the answers. Thanks a ton to both of you.

[@VijayT-yu1bx]

Good insights

[@tapk1995]

Sir will Indian Bhaiyas buy 900 billion US$ worth of FII decide to drop Indian market to repurchase after mother of stock market falls? Can RBI convert FII $900 billion in dollars term when RBI reserve is only $600 billion? Can FII out flow depreciate Indian rupee by 1$US equals Indian rupee 160 or 200 ?

[@sreekumar9566]

The white hair is wisdom...It's not age...😀

[@tapk1995]

If Finance minister don’t know how to steer economy even when DII R pumping and pumping what to expect from the market? What kind of PE valuation in mid cap and small cap we r giving to import from china and sell in India just because Indian govt is protecting domestic industries on top Sita GST where consumers have failed. Apart where is the job for consumption . We r into recession in food items and yet Govt is financing China to protect Indian market who r failing to export

[@vikasrai338]

It's possible market me be too high or P/E ratio. But it just means speculation and lack of better investment opportunities.

[@nishadpadikkal1278]

❤❤ both

[@pawankumarkhatri]

Doesn't he own a big chunk in Honasa/Mamaearth?

[@pntiwari4937]

Yes he owns Hinsa Adani and so what? Wait for 5 years and if no delivery after 5 year then complain. Daily ka bhav dekhkar react karege to pagal ho Jaye.

[@bankinglearner8954]

Inko har share 5 rupe me cjaiye 😂

[@sahidulislamvet-et9nx]

Modani Puri Buch pumped the market valuations. Consequence is the recent correction and it will correct even more.

[@pntiwari4937]

I am always right. It is the Netaji and Udyog Malik who are responsible for lifting up the market helped by regulator. Wrong. Greed ie Lalach ne jhar per share ke bhav ko upar pahuncha diya. Jab saza ho rahi hai to responsibility doosre ki hai wah janab.wah wah

[@tapk1995]

Coupled with RBI which has stopped DII’s from investing in US and Foreign markets. Hope Trumph also takes reciprocal measure and tax US investors heavily for investing in nations that impose embargo. In the end it’s Indians that will benefit after one big big fall where market can correct by 70 percent and than start from beginning. We have elected govt for Atma Bharat so let’s make Atma Bharat in true spirit even if Indian market is down by 3 trillion $ . Time Mrs Baruch SEBI start with Atma Bharat

[@asishrath437]

What type expert he is ? He doesn't understand economics.