8th Feb 2025 Month Conference call - Market Cycles"?

Topic Covered :

00:00 - Introduction

06:19 - Rakesh Jhunjhunwala Interview

09:50 - 3 Important Things in the Market Cycle

12:28 - Japan - Nikkei VS S&P

14:50 - How bubble is created?

20:12 - Thailand - SET Index VS S&P

21:50 - U.S.Dollar/Thai Baht vs SET Index - Currency Bubble

26:57 - US - Nasdax 100 vs SET Index - IT Bubble

32:20 - S&P BSE Sensex Index vs U.S.Dollar / Indian Rupee

35:13 - MSCI Brazil ETF vs S&P BSE Sensex Index - periphery bull market

36:28 - Nifty/USDIR

41:12 - Market Cycle

45:05 - Indian Market - Indian 50 Index

46:41 - China - Hang Seng Index - Good side & Bad side of Equity

49:03 - Stock Examples: PSU banks [ Yes Bank, BOB, UCO bank, SBI ]

50:01 - Suzlon, Honeywell Automation India, TCS, Infosys

51:02 - Things to Note down - IPO Insights with Sun Pharma

53:41 - When is a multi-bagger stock?

56:30 - Sun Pharma

1:35:42 - Review of Mayank Patel

1:41:28 - Review of Hari Gupta

1:43:25 - Review of NiranjanTrader

1:56:42 - Closing

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