Скачать или смотреть Next Multibagger Will Come From This Sector | Ft. Chandraprakash Padiyar

📈 Learn Investing and Personal Finance:
https://www.upsurge.club/courses/stoc...

In this podcast, we are joined by Chandraprakash Padiyar, Senior Fund Manager at Tata Mutual Fund, for an in-depth discussion on the current market and sector outlook. He starts by sharing his views on whether current valuations are fair, followed by how repo rate changes impact the market, especially the banking sector. He explains why ROE is important in banking and how to look at the sector using the GARP approach. We also explore sector-wise growth, capital flows, and how FII and DII money moves across sectors. Chandraprakash talks about how mutual funds allocate stocks in mid and small cap categories, the pressure of holding cash during uncertain times, and when is a good time to re-enter after a market correction. He also shares tips on picking the right small cap fund and which sectors look strong or weak going forward. A well-rounded conversation filled with insights for every investor.

Disclaimer:
The ideas, analyses, and strategies shared on this platform are for educational purposes only. They should not be interpreted as financial advice. Any decision to act on the content provided is made at your own risk.

Join our community: t.me/upsurgecommunity

Check out our Conversation with top Investors in India:    • Podcasts  

Follow Us On Other Socials⚡
🌐Our Website: https://www.upsurge.club/?invite=YUTB...
📈Instagram:   / upsurge_club  
✍LinkedIn:   / upsurge-club  
🐦Twitter:   / upsurge_club  
Telegram Community: https://t.me/upsurgecommunity

What is Upsurge.club? 🤔
We are a one-stop solution for learning trading, investing & finance from leading industry experts. Choose from our curated range of 200+ courses, along with live webinars and discussions, to stay one step ahead of your peers when it comes to stock market trading & investing. Start your stock market journey today with upsurge.club. 🚀

Timestamp:
00:00 Preview
01:25 Introduction
02:10 Are current valuations justified
05:30 Impact of repo rate on the market
08:50 How interest rates affect banking sector performance
11:35 How ROE matters in the banking sector
12:25 Analyzing the banking sector using GARP
14:10 How to evaluate valuation in the banking sector
16:05 Sector-wise growth trends
18:05 Capital flow within sectors
19:27 How FII and DII money flows across sectors
24:00 Stock allocation in mid and small cap mutual funds
25:20 The pressure of holding cash
28:00 What is a good market correction to re-enter
30:10 How to choose the best small cap fund
32:20 Bullish vs bearish sectors
35:40 Conclusion

#upsurge #financiallyfit #screener #fundamentalanalysis #valuationary #basicsofstockmarket #stockmarketbeginners #stockmarket #investing