Market Cafe With Nuvama's Shiv Sehgal - Episode 5 | How Should You Prep For The Boom Cycle? N18V

Market Cafe | Shiv Sehgal, Head of Capital Markets at Nuvama, talks to Surabhi Upadhyay about the repercussions of Fed's zero-interest move, his bearish view of the global debt picture & the upcoming super equity bubble cycle between 2025-27. Sehgal also answers the biggest question of all: How should investors prepare for the boom cycle? Listen in
#stocks #stockmarket #investors #market #China #USA #investment #investmentideas #globaldebt #usfed #boomcycle #cnbctv18 #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday
00:00 - Snapshot
00:38 - Montage
00:47 - Introduction
01:43 - On the conflict in the Middle East
02:57 - Shiv talks about his father being in the army
03:48 - Do wars fuel an economic boom?
04:18 - War: Important from a market POV
06:36 - On higher US bond yields
07:50 - What is Kool-Aid?
12:45 - India in a sweet spot
15:45 - Have investors lost confidence in China?
18:57 - Shiv bets on domestic themes
22:20 - Shiv Sehgal's advice
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[@natraj6120]

anchor shouldn't interrupt the speaker when they try to convey something. this is a utter way of handling an interview. she remain the most immature anchors who tops the list

[@adityapatnaik7078]

the anchor is low production value

[@sudheendranmaruthinath6325]

Insightful 🎉

[@user-vq7ud7bn6j]

Well reasoned forecast for the future

[@mSid999]

Right !!!

[@RohitSharma-hk7fg]

Nice

[@amanchaurasiya1509]

Real estate Cement Auto and ancillary

[@AJEETJOY]

Surbhi is disrupting him again and again. She's not letting him finish answer.

[@user-zi6ul4gy7h]

Russia Ukraine issue - did it actually come out of the blue? My understanding was that conflicts were happening for quite some time 🤔

[@zest6932]

Edelweiss-the stock that never gave returns to investors

[@adityapatnaik7078]

Market Cafe is an interesting show........but this junior anchor ruins the sshow