Manish Chokhani On Stock Market Correction, Budget 2025, DeepSeek & More

Manish Chokhani reflects on India’s position in the global AI arms race, challenges in deep sea developments, and the market’s tumultuous phase. Amid concerns of an economic slowdown, Chokhani emphasizes how AI has democratized access to cutting-edge technologies, potentially reshaping industries. While India remains a secondary player in the global AI race, the country’s economic trajectory still looks promising long-term, provided the government focuses on fostering innovation and simplifying business conditions. In the near term, Chokhani suggests a cautious approach to market investments, urging investors to look for undervalued opportunities while waiting for a more rational market reset. As the government prepares for the budget, Chokhani calls for more proactive measures to reignite private sector capital expenditure, particularly in manufacturing, to address the country’s job creation needs.
#stockmarket #nifty #markets
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[@HeidiKamrath]

For all thos BTC critic's ... they all wish they could have bought it at 1k, 10k, 20k, 30k, 40k, 50k, 60k... just imagine how much gold you could buy with the amount of profits. Gold is not the future. It's too heavy and too slow. Crypto is the future. And you can beleive or not believe. But we can all agree that you and I would have been much better off had we bought BTC any time in the past. Now all that said. I think BTC goes to a million but it goes to 20k first. Any massive pullback in it... is a trade not a hold. Same for gold and sliver. Rich don't hold tops ... they trade........ I have managed to grow a nest egg of around 3b"tc to a decent 26B'tc in the space of a few months. Amidst this, the insights of a knowledgeable guide like that of Seren Wintersun can be crucial. Her expertise in navigating the nuances of trading has been the key for Me understanding and making the most of these emerging financial trends.

[@HeidiKamrath]

SHE IS ON TELE GRAM.

[@HeidiKamrath]

@Serenwintersun

[@krytenss]

This is exactly what Big time investors are talking about, not just you. key thing here is to always trades with a good strategy even if the price goes up or down.

[@gabhrielixx]

Seren goes deeper than just looking at surface-level trends.. she explores technical, fundamental, and sentiment analysis, offering a comprehensive perspective on the market.

[@Fdjp]

The pump and dump has been a perfect eyeopener for us all to really see how unpredictable the market can be and the need for us to be trading not just seat and hodl.

[@baburajmarar5087]

One of the best in the game manish bhai hats off

[@gopaldasbisani]

Always refreshing to hear Manish Chokhani same market but different time different perspective

[@amitkrishnagupta535]

so much agree with Chokhani Sir.. no use buying these stocks at such crazy valuations.

[@Little-bird-told-me]

Manish Chokhani is a very balanced investor. The real issue is not Personal / Corporate tax reduction but reforming ease of doing business and labor laws. Animal spirit is gone and people are scared of Govt.

[@pankajbhalerao]

So calm, composed, poised and clear. Awesome.

[@HitenMumbai]

Manish sir's ..wishlist is very meaningful and balance hope somebody should asked Mr.Modi to listen this conversation before its too late ❤

[@exploremkt]

excellent ... 🙏

[@pardeeptandon]

If our Markets fall by another 10 %, all the SIPs will vanish

[@arunsar7893]

Keep dreaming. Your Prince isn't going to be the PM in 2029 no matter how desperately you try to make dire predictions on YT comments.

[@ShubhamGupta-iq8ow]

What a view point, Manish 🫡

[@jaik9321]

Excellent views - thanks for this interview

[@sajukumarc11]

That's true India is Tier 2 in AI space... We need new visionary leadership to turn this story...

[@vncstudio]

India can do it! There is talent. After all, two people from India were in the team that created the original Transformer architecture at Google. The ecosystem must be developed further.

[@sanjaybhat3475]

Manish Talks sense always

[@dharwisharma8973]

Always interesting to listen to manish sir

[@lakshmananvenkatraman5762]

Good insights

[@paragawaken]

Great session

[@Vidyasagarbb]

WONDERFULLY SAID BY MANISH. GREAT VIEW []

[@anishmathew7904]

👏👏💯

[@cuffp]

Why no DeepSeek from India: coz we are obsessed with 70 and 90 hours week and being techno coolies of the West

[@anjalisane1516]

Chokhani is professor. More theory than practical

[@priteshmundra6632]

Great knowledge from great investor. Always up for videos

[@SumanReddyChalla]

surely it will touch 500. There is too much competition in the market not easy for tata motors.

[@sonalrangila3047]

💯

[@Prashantha-vx4lm]

Government is full of comedian

[@anjalisane1516]

I like you r comments on Trump is interesting and amusing

[@sohitbansal3990]

Past numbers quoted for infosys and zomato were way off. Infosys was 8B not 45B in 2001. Zomato didn’t exist in 2004. Even in 2014 it wasn’t 30B.

[@mspindia6084]

Ramesh Damani chor hai ...Manish Chokhani always logical.....Damani retail ko fasata hai badi badi mithi bate karke

[@nramachandran429]

PSU banks today r around PE of 5 to6

[@AK-jk9rm]

Banks are valued by P/B

[@nramachandran429]

@@AK-jk9rm That is the practice for standard valuation but as investor i would use PE to evaluate the priciness or cheapness of stock where valuations are based on a host of factors like PB/ Momentum/market fancy in terms of sector rotation etc. From mid 2021 to June 24 PSB gave a much much return compared to Pvt sector bks whose P/B were much higher than PSB . This is where PE is the simple parameter for investments. I made substantial money using this concept

[@shankarramanr1463]

Can you please not have the frequent interruption from the banner ( NDTV Exclusive) that keeps swooshing through the discussion - it's very distracting.

[@diadepur]

Great insight, but kindly stop using the word 'freebies' ...the word is WELFARE dear sir

[@rakeshkumar-gh9uu]

Please invite Ridham Desai.

[@sandeepvk]

Manufacturing as percentage of GDP has gone down in India to 14%, while it is gone up in Bangladesh 22% and Pakistan its gone up to 14%. Something is wrong at execution (state/district/village) level.

[@clarityfinder]

Increase manufacturing and become competitive with CHINA...only solution in sight. Mr Manish every word make sense

[@narayanramprasad4487]

शेयर बाजार में बड़े बड़े मगर बैठे है जो पुरे बैंकिंग को गटक गये पीएफ अकाउंट को गटक गये बचे थे सेलरी क्लास उनको एस आई पी सिस्टम मे फंसा कर डुबा दिया। उनका कहना है ज्यादा पैसा कम पैसों को खिच लेता है।

[@vishaldave9177]

Sir has huge stake in HDFC

[@TestsdrMr]

These people scare to talk about tax which is the main factor.. Government should reduce income tax and capital gain tax to get confidence back in the system.. e lig baal chaal english bolke time pass korne aate hai . Kya be animal spirit.. all are jargons to make fool..

[@rajanjha8498]

Former zeel boards member

[@pardeeptandon]

Our Stock market will be overtaken by AI.

[@MahavirsinghChauhan-h7t]

🇮🇳🇮🇳🇮🇳🇮🇳🇮🇳

[@gauravshaw]

Then you are worst of Fund Managers ... lost opportunity to gain 5k in nifty points

[@mayureshpatwardhan9828]

Can AI walk my dog !

[@bloodbathy]

Ai can train a dog. Useless question.

[@rajeshmalhotra5966]

Intellectual engineering and sycophancy gets a new name.

[@ankitmishra55773]

Sme Manufacturers are shutting shop as its a living hell running a Factory in india with rules taxes and corruption and when the govt helps the ambani tata etc people cry favouritism....god help india and our future generations ...poeple eill blame everyone but the politicians who have ruined this county and continue to do so

[@1976truth]

Non sense question and answers .....

[@deepakruparel3681]

AI is over hyped.

[@yashvashi9109]

Frankly speaking india and indian investor has no clue what is going on …. Nobody understands Hardware stack and Algorithm stack. Mr. Chokhani is absolutely wrong ! India needs to catch up on thought process to catch up the AI wave !

[@TrueTuberr]

Nifty 17000 matter of time. News can not help always

[@vishnuprasadreddyeng]

Lol

[@TrueTuberr]

@ screenshot taken

[@dharamwachher2811]

Impossible

[@RahulMondal-ju9ov]

Nothing is impossible.​@@dharamwachher2811

[@sp5152]

In your a**s😂

[@bssubramanyam3676]

78

[@Mahrash]

Ab bolra sub log phans gae baad, pehle bola market zabardast hai aur ziada jayegi

[@UnderCover_Analyst]

He doesn't know s*** about deepseek.....just want to comment for advertising

[@tanmaygarg3059]

Am I the only one who heard divorce and not davos🥲

[@kidsfunnysinging2736]

You are not alone....