RAAMDEO AGRAWAL NEWS
Sensex target is 1 lakh by December 2025 if bulls keep running at historical CAGR
Sensex surged from 70,000 to 80,000 in under 7 months, hinting at a potential reach of 1 lakh by December 2025 with a 16% historical CAGR. Since its inception at 100 in April 1979, it has grown 800 times at a 15.9% CAGR, suggesting a future landmark by December next year.
In another 10 years, India would save $5-6 trillion every year, give birth to Morgan Stanley, Merrill Lynch and JPMorgans: Raamdeo Agrawal
Raamdeo Agrawal envisions a transformative journey for India's economy, with a surge in savings fueling the emergence of major financial institutions and driving growth across various sectors, including autos and capital markets.
A good monsoon, continuity of political setup and capex boom to keep us in good shape for next 12 months: Raamdeo Agrawal
Raamdeo Agrawal predicts BJP's Lok Sabha success, NDA gains, and current government continuity. Foreign investors sell billion daily due to election risk, causing market turbulence. Market bets on continuity for corporate earnings.
Top 10 stocks to buy before Sensex grows from 75,000 to 1 lakh
Sensex anticipates 1 lakh in 5 years, projected at 1.5 lakh by 2029. Market surge backed by diverse investors. Various stock upgrades and predictions indicate promising growth potential in the market.
Are PSUs leaders in this bull market and will they continue to go higher? Raamdeo Agrawal answers
Raamdeo Agrawal discusses the rerating of PSUs and the potential growth of IT companies. PSUs, which were once undervalued, have seen a reversion to mean and have become leaders in the bull market. The government's continued investment in PSUs is expected to fuel further growth. As for IT companies, despite the current lackluster numbers, they have a global competitive advantage and will benefit from the normalization of corporate activity and the deployment of new technologies. The potential for IT implementation is significant.
I see a very bright future for the economy driven by infrastructure and realty: Raamdeo Agrawal
“On the face of it, you might see Suzlon in energy transmission, but underlying, there are a whole lot of companies which are supplying beyond them because the whole architecture, transmission, it is going to be different because it is very distributed. It is just about the first year. We have a 10-12-year journey. I do not know where it stops, but I see a very bright future for the economy driven by infrastructure and realty. ”
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After 10 years – mid, small and largecaps all will deliver the same numbers: Raamdeo Agrawal
“If there are 3,000 companies, only 100-150 are largecaps. Rest all are mid and smallcaps. When the return from the category is 20-25%, then you need to be more careful because valuations are high in that segment and cheaper in largecaps . The Indian largecap is globally a midcap and jitne aap midcap bolte hai they are microcap, (those that you call midcaps are microcaps) they are flies."
Raamdeo Agrawal on what to look for if you want maximum excitement in the market
Raamdeo Agrawal, Chairman of MOFSL, believes that one can earn good returns in stocks with a 20%-25% growth rate, as well as small, underrated companies. He saw the Indian stock market rise 650-fold and maintains that periods of growth and decline are inevitable, with a 10%-12% consistent return being possible. He notes that the Indian markets’ current valuation is near historical averages and the earning season is strong.
Raamdeo Agrawal buys 20,000 shares of Motilal Oswal Financial Services via open market
Motilal Oswal is a financial services company offering financial services across retail and institutional broking, private wealth management, investment banking, private equity, asset management, and Home Finance. The company is based out of Mumbai.
Rakesh Jhunjhunwala was an India bull; always said ‘paisa to yahin banega’: Raamdeo Agrawal
“What stands out is his capability to see bargains because the market is about value and price. Price everybody knows but who knows the deep value. When the whole market was against it, he would say this is where the bet lies. Many times it looked like he was a le phataphat de phataphat (trading) type but he was also very long term. All the wealth has been created by him with long-term successful bets.”
Two ways to find stocks at dirt-cheap valuations: Raamdeo Agrawal
It is about the gap between perception and reality and investors need to identify the same, says the market veteran.
Sensex remains on track to scale peak 200,000: Raamdeo Agrawal
On nominal GDP growth of 12-13%, corporate profit should grow around 15%. Since the stock market is a slave of earnings, it should track corporate profit growth - i.e., 15% returns. Now, 15% growth over 10 years is four times. Thus, the Sensex should grow from 50,000 to 200,000 (50,000x4)!
Largecap IT stocks may double in 4-5 years: Raamdeo Agrawal
Raamdeo Agrawal is of the view that the next set of multibaggers will come from the digital space as they are very small right now and the potential is very high.
Buy Indian IT stocks when global investors lose faith: Raamdeo Agrawal
Digitisation of businesses is the key theme of Motilal Oswal Financial Services' annual wealth creation study this year. In an interview, the firm's chairman Raamdeo Agrawal spoke about the impact of digitisation on Indian companies and the stock market.
This India bull says banking & IT best bets for next 10 years
The migration of Indian techies from Boston to Bengaluru is the biggest ever thing that has happened in the last 20 years, says Raamdeo Agrawal.
98% of this market speculators, so Raamdeo Agrawal has no lessons for them
Raamdeo Agrawal says he enjoys everything about the market, including a market crash, as he looks at investment as a journey, where each and every experience holds its own lesson.
Long & Short of Markets: Investing mantras from Raamdeo Agrawal and Nilesh Shah
Dalal Street veteran Raamdeo Agrawal opines that investing with 3-year ideas is typically cyclical investing. You buy at the bottom and exit at the top of the cycle, if you’re lucky enough.
Hunt for deep value stocks to beat market in next 2-3 years: Raamdeo Agrawal
"I don't think we can invest based on whether they (central banks) want to stop bond buying or double it up," says Raamdeo Agrawal
At least one year’s up move left in commodities: Raamdeo Agrawal
“Till global monetary systems start tightening, we have at least one year upmove left in commodities.”
Raamdeo Agrawal's 10 commandments to mint money in stocks
Successful value investor Raamdeo Agrawal asked retail investors to not waste their energy in trying to figure out the market but use it to figure out which stocks to buy next.
Raamdeo Agrawal on why he is making changes in portfolio
Change portfolio only when you are ahead of the curve and valuations are reasonable, says the MOFSL chairman
Long & Short of Markets: Post-Budget stock ideas, 8 red flags & new dimensions of value investing
Hunt for post-Budget stock ideas with help from Raamdeo Agrawal and Sunil Singhania.
Long & Short of Markets: Stock valuation tips from Raamdeo Agrawal; signals from options data
Equity bulls are crowding the options space, indicating that steam is building up for a pre-Budget rally.
Bizarre: Raamdeo Agrawal on valuations of stocks like Tesla and Netflix
Raamdeo Agrawal was talking about companies like Netflix and Tesla that have blown billions in acquiring customers. The market valuation of Tesla is more than the combined valuation of the next nine largest auto companies.
Long & Short of Markets: Is Jhunjhunwala right once again, Raamdeo's mantras & other top reads
Seems like the good times are back for Tata Motors, the recent stock picked by ace investor Rakesh Jhunjhunwala.
Raamdeo Agrawal's top bets in this market
Focus on the biggest companies in every sector. That is veteran investor Raamdeo Agrawal’s investment strategy in the post-Covid era.
What differentiates great and good investors?
Millions of people are hardworking and ambitious, but, as we have explained in the book, only a select few have the discipline to adopt the Simplicity Paradigm in a disciplined manner.
Strength of the market has defied pessimism: Raamdeo Agrawal
‘In our understanding, the market is always right’
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