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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