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WHY NOW IS THE TIME TO INVEST IN INDIAN STOCKS - macro trends you need to know | Value Investor Chatter| #126
Manage episode 280793479 series 2430352
There are a number of macro trends happening in India right now that make it an attractive place to invest. In this video, In this video, we talked about three of the most important ones. If you're thinking of investing in Indian stocks, this is the video for you!
Value Investor Chatter
(0:00) Intro
(3:00) Investment Mental Schema
(10:13) How to Assess Management
(13:00) Accounting 10K/10Q
(14:20) Investment as a Story
(15:48) Segmental Analysis and Profit Margin
(17:18) Macro-Trends (QE + Interest Rates) and Value vs Growth Investing
(23:50) Intro to Indian Market ๐ฎ๐ณ & Digitalization of India
(37:55) Indian Success Stories
(42:49) Fraud in India
(45:20) Auditors in India
(47:53) Don't Give Your Money to Managers
(48:30) Seeking Alpha
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: shah@icon.co.za
Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support181 episodes
Manage episode 280793479 series 2430352
There are a number of macro trends happening in India right now that make it an attractive place to invest. In this video, In this video, we talked about three of the most important ones. If you're thinking of investing in Indian stocks, this is the video for you!
Value Investor Chatter
(0:00) Intro
(3:00) Investment Mental Schema
(10:13) How to Assess Management
(13:00) Accounting 10K/10Q
(14:20) Investment as a Story
(15:48) Segmental Analysis and Profit Margin
(17:18) Macro-Trends (QE + Interest Rates) and Value vs Growth Investing
(23:50) Intro to Indian Market ๐ฎ๐ณ & Digitalization of India
(37:55) Indian Success Stories
(42:49) Fraud in India
(45:20) Auditors in India
(47:53) Don't Give Your Money to Managers
(48:30) Seeking Alpha
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: shah@icon.co.za
Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support181 episodes
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