Manish Chokhani On The Indian Stock Markets, Way Ahead, Global Risks & More

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 #ndtvprofit
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[@christainjames]

Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

[@Daneilchirs2]

People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.

[@Mariakevin-d9v]

Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.

[@Davidvictor6]

I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!

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[@Jaymilnere]

5% annual return is easily thrown out there for illustrative purposes, but not so easy to achieve! Where do i put $50,000 cash reserve to keep cash safe, Indian or US stocks? My concern is insolvency!

[@Angelavaldess]

I think you're better off with majority investment in S&P500 and uprising equities cos they always outperform. speaking with a market expert can be helpful.

[@hullbruce]

@@Angelavaldess The truth is that if you make the right picks, you could make killer riches very quickly, although such profit usually needs expertise, as in hedge funds or financial managers. I personally prefer the latter.

[@Jaymilnere]

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[@jameswood9772]

Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!

[@johnlennon232]

Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?

[@checkforme234]

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Do you mind sharing info on the advisor who assisted you?

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Rachel Sarah Parrish is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@chris-pj7rk]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@Marthas-r4c]

I am 33 with 200,000 in savings and i have never invested in the stock market. Now, I want to invest safely for growth in the next 3-4 years to buy a home. What's the best strategy?

[@322dawgg]

I believe a healthy portfolio has 3 things, at the bare minimum: Exposure to ETFs for increased diversification, Exposure to assets that generate cash flow like dividend stocks, Exposure to market-leading tech.

[@user-3456rtu]

You don't need to find the next NVDA to succeed in investing. Just choose top-notch ETFs and partner with a financial advisor like I did. I turned $100k into $53,000 in annual dividends-a significant milestone for me today.

[@Ragtosina]

Do you mind sharing info on the advisor who assisted you?

[@user-3456rtu]

Melissa Elise Robinson is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@loud9090]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@livia-s6t]

I want to hold on to Cash for an entry point based on an indicator /RSI, But for a salaried person with savings of about 150k, I think an SIP may be more beneficial as holding cash for long period. But will parking cash like this provide stable returns?

[@RobbStonee]

Here you can do is to create some short time SIP's Or can do RD's so that you can invest some amount of cash punctually then use these saving to buy dips. Also you could contact an investment advisor for informed decision

[@ScottStraw]

Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future

[@Tipping-Point88]

Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

[@ScottStraw]

*Marissa Lynn Babula is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@chanduprajan5436]

One of the best interviews ever watched. So insightful. ❤❤❤

[@noclicheplease]

Foreign investors waiting for correction ❌ Foreign investors trying to make corrections ✅

[@kumarankumaran3947]

Absolutely 👌👌

[@englishsongsothers8561]

Perfectly said🎉

[@venstomon931]

Good One

[@shekharmansukh661]

Hindenburg 😂

[@anandvaidya67]

Neither. They are trying to make money. One day, they see India shining, next day , Siren song of China low P/E attracts them. Another day, they thnk EM is risky, run for cover to USA. They can't make up which one to buy. Poor souls ;-)

[@DipaliGolwala]

Very insightful. Niraj has asked very pertinent questions. Thanks to both the host and the guest.

[@solobhakt]

haha acha

[@gopaldasbisani]

Very valuable conversation for real LTIs,Love to listen Manish always on a different path Thanks

[@gopalramanathan7062]

Superb episode. Let’s pray we will see many more of such quality clips on this channel 🇮🇳🙏🏼

[@krishna9909]

👏👏 thank you Manish sir for your wonderful insights 🙏

[@kantikeshwani8436]

Great and fabulous interview

[@gautamsen4195]

Hindenburg responded to SEBI chief s reply. It would have been nice if that too was discussed

[@kpdwivedi1672]

Excellent interview and good questions being fielded. Regarding valuations oil companies from BPCL, HPCL, IOC, ONGC are very very cheap even though being Govt companiesis a negative. Also most IT companies and banks/NBFC are reasonably valued. for sx i noted the other day bajaj finance is available at valuations of march 2020 whereas its eps is going up every qtr and PE IS decling. What else is needed. market is waitng for interest rate cut?

[@Razrman]

Mr.Chokhani is really a knowledgeable man. Good video

[@ramd9581]

It was is and always an absolute delight to see Chokhani sir

[@PankajGehlot-ii2fy]

Very Insightfull. Ocean of Wisdom Manish ji.

[@nileshbirajdar5766]

The rotating background graphic is giving me vertigo

[@AbhishekBose27]

Amazing insights........ great interview !

[@venkataramanaattada1079]

Thanks 🎉🎉🎉

[@biswarajkarmakar9650]

I wander why everyone is anticipating that there will be correction just because Mr Buffet is sitting on 275 billion dollars of cash... It could be that he has the responsibility of an Insurance company, at the end of the it's peoples money and he have to play safe.. or It also could be that he is almost at the end of his life's innings and he don't want to mess the legacy that he has build so he don't even want to take 1% risk and playing too safe.

[@mohitbt]

Because he is living legend 😂

[@nanichatung9054]

Naturally sun will rise from the EAST❤

[@MrRonyabc]

With huge retail participation, anytime fii trying to push the valuation down, dii s are actually holding the door. Even Finance Ministry is try to push the valuation down so that it becomes lucrative for everyone. I think there is a push to create a war like situation in India so the market be brought down.

[@religionofpeace782]

Finance ministry is trying to push down because people are moving away from banks. Just to save the banks from collapse this corrupt finance ministry is trying to discourage retail investors from investing in equity markets.

[@भारत-A2Z]

Great personalities with a great talking way with great conversation 🙏

[@kamleshpatel6157]

Totally impressed 💯

[@dmenterprises5853]

Trade imbalances and without growth in manufacturing sectors/ commodities i.e. the real economy and not the stock market casinos), but still our picture is rosy, so thanks for your such great analysis.

[@user-wo4jm7vt5c]

He bought the basic root of Indian economy

[@raghukoka8106]

Very good interview

[@anwarsadat2164]

Thank you brother 🙏

[@btw143]

Amazing interview

[@BLRska]

Niraj, hope you know that you are the best of the best currently. Keep flying high.

[@user-eu9ut7er1y]

His thoughts are just superb

[@dinzakas]

Superb interview

[@bhavikchandalia800]

Very informative and insightful interview from humble and great human.

[@DivaMaru-zk7kp]

Brilliant interview Niraj!

[@rajeshpatha3600]

A fantastic Conversation ❤

[@AndrianWiener]

I'm convinced that investing $50k-100k in the right company before it goes big is more important than saving for retirement. However, picking the right company is so hard. I have around $200k in a HYSA and want to invest. What are the best opportunities now?

[@AstaKristjan]

I believe investors should start with S&P 500/ETFs for a solid foundation, then diversify across asset classes and maintain disciplined, regular investing to minimize risks and maximize growth.

[@mariannmenezzes1710]

Fantastic conversation. What an insight

[@ramachandrareddyyeddula4156]

Excellent analysis

[@hemendrasajwan823]

Fantastic episode

[@sps6]

HDFC Bank , ICICI Bank or IT stocks valuations are mouth watering but still people dont want to buy :)

[@Creative_corner_ai]

Wait wait wait i never understand why people always waiting for what... Nifty 18k people wait Nifty 20 k people wait Nifty 22k people wait Nifty 24K people wait I don't where's the end of this wait.

[@venstomon931]

Good One

[@Creative_corner_ai]

@@venstomon931🤓

[@Utubewonderful]

Just wait the answer will come soon

[@malakondaiahkonda6307]

No wait....just keep on investing...

[@Madraswala]

Those in the know understand the result of over-valued stocks, so they caution to wait, wait, wait. Secondly, those we think who know, actually don't know so that the nifty going up 18000,20000, 22000 etc 😂

[@Kalinga_3]

Sir But most PSU's like ONGC, IOCL, NTPC have PE ratio at 10-15 Most PSB's are < 10. So they are very under valued. Don't you think we should look at these firms now more ?

[@user-oj3wo6ag9e]

It's all about control...f0reigners want control of Indian ports,assets at cheap price...psu can't b conrtolled bcos govt won't allw

[@deepeshsao1008]

It is indeed a great point that we must put foreign reserves in use. We are a resource and capital hungry country, and tons of sheet load money is lying unproductive.

[@biswarajkarmakar9650]

Foreign Investor's ko ja ke bol do indian retail investor's DONT GIVE A FUCK, correction hone nahi denge !!....current valuation mai ana hai to asakte hai. 😄

[@raghukoka8106]

Fabulous Mr Manish

[@malaychaudhary2522]

Guy showed the leftists their worth..

[@jojyfrancischirayath8096]

Great GDP great progress but the young people have no job will get just 20k per month which used to get 10 yrs back Whats the use of such development if Normal peole cant enojoy it

[@Madraswala]

In addion, + 70 hours of comedian Shri Narayana Murthy 😢

[@pardeeptandon]

In the last 5 years, FII's have pulled out money from India.

[@sanatnaik8040]

Beautiful 🙌

[@user-pj3mv2di1s]

As a newbie to trading, I am looking for a suitable platform. Can you recommend anything for beginners?

[@vimalshah973]

Very insightful

[@pnadatia1]

Thanks

[@bhavikshah1946]

Very very impressive

[@udayprakashsoni6304]

The speaker is completely in his own world, out of touch.

[@rrsetty2108]

Many indian investors also waiting for heavy correction.(20-30%).

[@ashutoshdongare5370]

that is not going to happen unless there is any unprecedented event like covid...

[@AnandPlaylist]

30% crash can happen easily. 18k is the right level. Market crash has always happened in the past and this time wlll be no different.

[@prabanjan.n]

​​@@ashutoshdongare5370wait and watch buddy.

[@kumarankumaran3947]

Do not set any narrative 🙏🔥

[@pntiwari4937]

Aapko Mubarak ho. Chalni me bhi pani hold Kiya ja sakta hai. Dhairya chahiye him yug ke aane ka.​@@AnandPlaylist

[@rsubhasify]

What about Adani stocks valuations?

[@udayprakashsoni6304]

Banks are not growing....why??

[@hiteshdeveloper-zf7rx]

It will run when Rate cuts happens... Next sector may be private bank and small banks

[@2011tarique]

I don't think there will be big correction as mutual funds are sitting with a lot of money and they cannot hold money for long

[@sankarsreekumar4996]

Manish❤🎉

[@kumarankumaran3947]

𝗪𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸 𝗮𝗹𝘀𝗼 𝗶𝗻 𝘁𝗵𝗲 𝗜𝗻𝗱𝗶𝗮𝗻 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 😂😂🙏🙏 Your assessment is not fully correct🙏 Since NYSC, JAPAN Market melt down so the foreign investors are in high demand in Indian Stock market altogether❗

[@Devilion901]

keep waiting, it will never come, there is temporary volatility due to iran- Israel issue but fed rate cuts are around the corner.

[@SamwiseGamgee-ol3jk]

it will and it has to, the ridiculous way it has gone up after 4 June it's clear there is a bubble forming and it should burst as soon as possible or the effects will be disastrous

[@SamwiseGamgee-ol3jk]

The retailers are buying like crazy without having any sense of valuation and earnings, it's just dumb money that's keeping the market up & at ridiculous valuations

[@sandyadams1970]

Pappu Khan, Country Manager of Hindenburg is trying his best to drive down the market so that his master's in Europe and America can buy Indian stocks on the cheap. His bonus is to become PM of India.

[@rajeevjain6644]

Therefore markets will not correct downward.

[@kiranas]

All new channels are huge manipulators of the viewers. Stop viewing channels and earn money

[@kumarankumaran3947]

Also some old ones are narrative setters for money sake🙏🙏🔥🔥

[@user-ev7jm4pv5i]

Thank you for sharing your knowledge and experience with all of us. Your work is valuable and useful to everyone in the trade.

[@Spread_only_love]

After being in power for 10 years with brute majority, why is the panelist expecting labour and land reforms to happen now by a fracture mandated government?? I fail to understand! Instead we should be lamenting and lambasting of getting such opportunities of labor and land reforms squandered? Isn’t it. However in today’s environment one will never hear of any criticism or critical comments! The ten years of Modi government doesn’t outshine the previous 10 years of UPA government in terms of GDP growth! Let’s be clear about it , especially the blind bhakts ! Jai Hind.

[@hatchzzz6624]

Nonsense

[@pardeeptandon]

Where did the 30 % discount we got on Russian oil go? Reliance got the discounted oil and sold it to Europe, while all Indians are paying the political price of challenging the American sanctions.

[@standardautomobil4129]

Foreign investors waiting for India market bubble to burst, Indian mutual funds sitting ducks🐣 will fall on their own weight, it will be a bloodbath when all the investors want to redeem when the next correction happens, good luck

[@venstomon931]

It's okay people made a lot of money in the last 4 years.

[@videoicon]

This guy needs to come out of his small inward looking world.

[@tapk1995]

Brother it’s not easy. Indian investors are doing their bit for what ever reason whether it’s Willing or unwilling money that’s pouring in markets & it’s time to ask what these 30+ PE companies are doing? Apart IT even Group companies like TATA , NAVRANTNA EIL & L&T is miserably failing to get export projects. Our Nifty 50 companies cannot match one Chinese province even today when Chjna market is Rock bottom. One more thing for ur info that The Chinese Govt is silently bagging 100’s of billions of dollars Projevt from Rich Middle East nations while India is relying on slave export remittence only and even than present FM under Godi treating these 100 billion dollar remitting slaves as 2nd class citizens for taxes while Corruption is sucking

[@user-bz8yv8yz4k]

Trading is all about trial and error. Keep experimenting with different strategies until you find what works for you.

[@ajaykhimnani266]

❤❤❤

[@ramprakashgupta3063]

🎉🙏🏾🙏🏾🙏🏾

[@srinivaschilukeshwaram8224]

idfc first bank next 10x

[@vikas7gupta]

Infalted PE is not a good sign in any market. At some point value pricing with catch up. Only retail investors will be trapped when big shots move their money. Does India really growing or it is the stock market speculations driving PE? The big question is, does Modi government is putting out true data/numbers or manipulated? The way people voted in this election reveals that people are not getting rich but poorer. Development or rather industries are making products for the globe while Indians are not benefitting from it. That brings us to the question, how many companies are actually making global businesses and increasing GDP where citizens are not benefitting at all from higher GDP? Unemployment and 80cr+ on free ration list are few facts which Modi's is ignoring but may not be ignored by Rahul or next PM. That will sharply reduce PE and stock market bubble will implode. So waiting for the crash is right move for retailers. Rosy picture is not for them. It is a mirage.

[@user-pn1sb2fq2g]

None are FIis....jun 22 market bootom out....fii sold....till 2 year they again sold......ary wo desi paisa h jo fii ke naam pe aata h

[@kailashnathsharma242]

❤❤Fii are Slivating t❤ o to crash our Mkts hy short selling Alas enter at High end

[@hexagoncapitalbhadreshshah9552]

👌👌👌👌👌

[@umeshgindoriya]

Then foreign investors will wait forever cause we retailers will be there on every dip..

[@nehanaveensolanki3022]

Yes bank ke shares ne rula rakha hai..

[@vishalmurkute.8148]

Bigtree Entertainment Pvt. Ltd

[@HitenMumbai]

Money made only by holding good company for a long time ❤ Bibble of the stock market..

[@aninda2457]

Don’t sell your shares now !

[@mkvinita]

Surprisingly, he does not see anything wrong with SEBI chairperson.

[@ANKUR9618]

Maybe bcoz he doesn't have any allegiance to Rahul . .

[@premkumarnayak1162]

Farji kisaanom se bhii Radhtr ko asthir kara sakta hai Saheb.

[@VedSP-vm3um]

I doubt your ability to analyse the ground reality of current Indian stock market and what has happened in past one month. You are fooling yourself anticipating further more correction in Indian stock market. Already Indian market got corrected by around 10% in the last one month. Now the retailers are eagerly waiting for market falls to stop, just to bounce back onto market again. And dont get surprised if you see valuations increase back again a little more than current levels. With the current level of retailer participation, I dont think our market need FIIs to come in, to run the show. If they come and invest in our market, they are ones who will get benefitted more than us and they clearly know thus fact. Finally,the waiting_FIIs will realize that the amount of loss they incur in the due course of waiting for our markets to correct further, will prove to be more costly for them.

[@duttguru5247]

Bhaad mee jaye FII. Ab ki baar " No correction " DII ki dakhal andaaj i mee... " Suhana safar mee dil legaya Nifty. Hinden ko kaata chinti tu bhag bhag ke aya mere paas.. " Sir, bachao. Ab India market mee no interfere. Kunki Modi ulta mujhe pel dega. Sorry sorry. Very sorry. From now on India don't 😥😔 worry. I now India mee marry and start new start-up... Bhajaps International." Lage raho Hinden. Ab short ko long kardo.. Maha Lakme Namastute! 😅

[@Kalinga_3]

The combined market cap of NSE & BSE is even higher at $ 11 trillion dollars. The Shanghai & Shenzhen exchanges of mainland China are at $ 13 trillion dollars. China has 5x GDP So it is really surprising

[@jainapurvab]

How can u combine mcap of both exchanges

[@YASHWANTH25691]

Excatly ​@@jainapurvab

[@ch97488]

As usual insightful but disagree with this hypothesis about hidenburg..anytime anything written about Indian while we all know is true we try to slip it under the carpet...we all know the reality just don't like hearing it from a foreigner...

[@udayprakashsoni6304]

Monopolies are being created, deliberately. 2-3 businessmen are getting rich, ar the cost of country

[@jaishrimahatma9643]

SEBI CHIEF ON ADANI PAYROLL. ONLY JPC CAN CATCH THE STOCK MARKET THIEF

[@05201-m]

Dude yuhave just believed firangs just like you forefathers did..

[@kumarankumaran3947]

JPC narrative ⁉️😂😂

[@pntiwari4937]

Writing with address means evidence has been provided to act if any Institution desires. Oral saying without any evidence me Jan Bach jati hai. Kisi ko bhi allegation lagana TV per aakar record kar bolna matlab shallow talk and people do not care.

[@meetumalik6746]

Pappu in china payroll. Period

[@fekubuster2833]

Chokani is checking on his own pseudo-nationalism and sycophancy

[@fekubuster2833]

NDTV Profit is making it too obvious that it is owned by Adani. It is severely harming the Credibility of the once respected Channel.

[@Erinmills98]

I'm convinced that investing $50k-100k in the right company before it goes big is more important than saving for retirement. However, picking the right company is so hard. I have around $200k in a HYSA and want to invest. What are the best opportunities now?

[@rajendranperiannan6306]

Good Interview