Parimal Ade
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Price & Time Correction - Today's Level!
Price and Time Correction- Today’s Level!
Just keep SIPping. Super humans will criticise SIPs but we should ignore the noise🙏🏻
*Key Takeaways from Uday Kotak’s Speech at Kotak Institutional Equities' Chasing Growth 2025 Conference:* *1. Risks of Over-Financialization* - Excessive financialization can hurt the economy if investors shift all savings into equities without understanding valuations. - Stock market valuations are steep, posing a risk to uninformed investors. *2. Impact of the ‘Trump Era’ on India* - Global capital flows have shifted due to the strengthening US dollar. - US equities now account for 70% of global market capitalization. - Trump’s focus on reducing the US trade deficit may pressure India’s *Current Account Deficit (CAD)*, currently at 1.2-1.3% of GDP (~$50B). - India has a *$40B trade surplus* with the US, but reciprocal tariffs could alter trade dynamics. - India imposes *10% tariffs* on US goods, while the US imposes *3% tariffs* on Indian goods. *3. Strategies for India* - *Avoid protectionism* and enhance *global competitiveness*. - Improve *manufacturing share in GDP* and enhance *productivity*. - Ensure *efficient execution* of macro and microeconomic policies. - Move toward *fiscal consolidation* while maintaining *free and fair markets*. - Strengthen stock markets to remain attractive for *foreign investors*. *4. Market and Economic Outlook* - *Tax rebates* are making deposit-taking businesses competitive, but unsecured loans (e.g., microfinance) are showing signs of stress. - *Quick Service Retail (QSR)* has the potential to create *global consumer brands*. - *AI’s impact on jobs* in education and financial sectors calls for *new opportunities*. *5. Changing Entrepreneurial Mindset* - Post-pandemic, *risk-taking has reduced*, with next-gen promoters focusing on *family offices & investments* rather than starting businesses. - *Hard work & entrepreneurship* are key to India’s long-term success. *6. Disruptions in BFSI Sector* - *PhonePe’s dominance* in UPI, *Zerodha’s profitable broking model*, and a *Brazilian bank with a $65B market cap & 7,000 employees* show new business models. - *Traditional banks must adapt* to these emerging trends.
Do you know ICICI Pru Value Discovery Fund has more than Rs 5,000 Crore allocation to Small and Midcap Stocks? Where is Lock Stock Barrel Sale? 😉