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Ask EP - 189 How to Recover Money From Bank Defaults?
Original: Ask EP - 189 How to Recover Money From Bank Defaults ?
Takeaway
Catch the pharma CMO theme early and prefer sector rotation winners; SME IPOs need rigorous due diligence as most are fraudulent in current bubble.
Summary
- Sector rotation visible - capex theme rotating into defensives (consumer goods, pharma, IT, private banking) which are at attractive valuations.
- Pharma fund picks: ICICI Prudential Pharma & Healthcare, DSP Healthcare, Mirae Healthcare, Nippon Pharma; consumer picks: Tata Consumer, Mahindra Consumer (post-Manulife tie-up), Nippon Consumer, Mirae Asset Consumer.
- Emerging trend: domestic branded generic pharma companies (Dr Reddy's, Cipla, Lupin, FDC, Sun Pharma) shifting low-margin manufacturing to third-party CMO companies (Windlas, Akums Pharma) - early multi-bagger opportunity.
- SME IPO investing: needs heavy homework as 49 of 50 are junk; key checks are TAM, product quality, and management quality (Manorama cited as a successful SME-to-mainboard example).
sector rotationpharma CMOSME IPO
Original description
Invest in high-return FDs and earn 9.1% returns 👇 https://stablemoney.onelink.me/rkWL/eugnv5sc Instrgram Link : https://www.instagram.com/saipathritalks Ask Money Purse Show EP - 189 Date - 28-09-2024 Welcome to the Ask Money Purse Show, your ultimate destination for all things personal finance! If you're looking to get insightful answers to your burning questions about personal finance, stock markets, insurance, mutual funds, taxation, and more, you're in the right place. Hosted by a finance enthusiast dedicated to helping you navigate the complex world of money management, the Ask Money Purse Show covers a wide range of topics to empower you with the knowledge you need to make informed financial decisions. Whether you're a beginner trying to understand the basics or an experienced investor looking for advanced strategies, our show has something for everyone. Each episode, we pick questions from our YouTube comments section and provide detailed, easy-to-understand answers. No question is too big or small – we believe every financial query deserves attention. From the intricacies of tax planning to the nuances of stock market investing, we aim to break down complex concepts into simple, actionable advice. Join our growing community of finance-savvy individuals by subscribing to the Money purse. Don't forget to drop your questions in the comments section with the tag #AskMoneyPurse. Your question might be featured in our next episode! Stay tuned for regular updates and deep dives into the financial topics that matter most to you. Let’s embark on this financial journey together and make your money work for you! Stay In Touch👇 Also connect with us on👇 📷Instagram: https://www.instagram.com/moneypurseadv/ 🕊Twitter: https://twitter.com/Moneypurseadv 📱Facebook: https://www.facebook.com/moneypurseadv/ Thanks for watching.. Team Money Purse What is in for you? 00:00 Don't miss these Pharma Stocks 04:47 Multi Bagger SME Stocks 07:22 Procedure to retrieve money if Bank Defaults 11:14 Payments bank with aggressive Digitalization 14:40 Small & Flexi cap funds 15:59 Bounce back in Anil Ambani stock? 18:48 Ideal SIP amount to invest 22:51 Sunday Funday 23:36 Financial goals impacted due to wrong investment decisions 29:38 This company made 62Lakhs from 10,000 32:58 Fund Managers IPO Strategy