How to Invest Across Cycles | Stock Market Cycles for Beginners | Market Cycles- Key to Investing скачать в хорошем качестве

How to Invest Across Cycles | Stock Market Cycles for Beginners | Market Cycles- Key to Investing

We learnt how cycles work in every sector of markets in our last episode. In today's episode we'll understand how we can invest better using market cycles to generate more returns. Jigar begins this conversation by sharing his method of using cycles to invest in the market. He divides stocks into groups. One is Core vertical and another is Satellite vertical. Core vertical includes stocks that have stable cash flows. These typically include companies from sectors like FMCG, Pharma, IT and #banks. Satellite vertical includes stocks with cyclicality in cash flows. These typically includes companies from sectors like metals, commercial vehicles and capital goods. Jigar maintains a defensive stance and allocates more capital to the core vertical when his outlook on markets is bearish. Here the objective is to protect capital. He maintains an aggressive stance and allocates more capital to the satellite vertical when his outlook on markets is bullish. Here the objective is to generate superior returns. He also recommends investors to stay invested in the markets to generate better returns over a long-term. He also shares few guidelines for retail investors to decide their stance in the markets. He suggests investing more time in gathering knowledge about sectors rather than spending on timing the markets or on picking the perfect stock. What if (Article by Jigar Mistry) -https://www.buoyantcap.com/what-if/ -------------------------------------------------------------------------------------------------------------------------- Open a Free Demat Account https://www.samco.in/home/samco_regis... -------------------------------------------------------------------------------------------------------------------------- Timeline: 0:00 Introduction 0:48 How Jigar at Buoyant Capital looks at markets 5:36 Stocks in Core Vertical 7:08 How to interact with sectors? 12:05 How retail investors should decide when to go aggressive or defensive? 13:31 How Peak and Bottom of markets gets created? 14:24 Red Flags to watch out at market tops 16:35 Signs to watch out at market bottoms 17:28 Attractive investment opportunity 18:29 How does knowledge compounds? 20:58 Rapid Fire round 21:18 Jigar’s favorite book 21:30 What Jigar is watching these days? 21:48 Most memorable day of Jigar’s life 22:03 Life lesson from Jigar 23:23 Highlights About Jigar Mistry:- Jigar is the co-founder of Buoyant Capital. He has a vast experience of more than 20 years in markets. He is a Chartered Accountant and CFA as well. He has worked for companies like #Kotak Securities, #PrabhudasLiladhar and #GoldmanSachs. Jigar has also served at #HSBC Bank as Director of Research for eight years where he used to advice FII’s on their investments in India. About The Right Choices with Oracles of Dalal Street: The Right Choices with Oracles of Dalal Street is hosted by Apurva Sheth. He is the Chief Markets Editor at Samco. He has more than 11 years of experience in financial markets. Our show focuses on curating actionable and insightful strategies from real-world stock market heroes. Our guests have been successful in markets and are willing to share their insights with you. Tune in to The Right Choices with Oracles of Dalal Street every Saturday at 11 am on our YouTube channel. For more updates on the stock market and mutual funds do consider subscribing to our YouTube channel by clicking here -    / @samcosecuritiesindia   You can also follow us on: Facebook -   / samcoindia   Instagram –   / samco_india   LinkedIn –   / samco-securities-limited   Twitter –   / samco_india   Private Telegram Group - https://t.me/tradeflixbysamco #TheRightChoiceswithOraclesofDalalStreet #SAMCOSecurities #ApurvaSheth #stocknote #markets #cycles #strategy #investing #investment #shares #stocks #charts #howtopickarightstock #rightstock #trade #trading #investing #companies #stocksmarket #indiansharemarket #bse #nse #sensex #nifty #longterm #investor #timing