S. Naren's Positive Stocks List in This Market Fall - How Long Will the Correction Last?

Original: ఈ Stock Market Fallలో S.Naren గారు Positive గా ఉన్న Stocks List | ఈ Correction ఇంకా ఎన్ని రోజులు?

82.1K views · Mar 18, 2023 · 22:52 min · Watch on YouTube ↗

Takeaway

S. Naren is short-term cautious on US but bullish on US long term for innovation-led returns, and warns Indian investors to rediscover that equity carries real risk.

Summary

Interview with S. Naren (ICICI Prudential CIO) on US, Europe and India risks after SVB failure.
Naren says US near-term (3-6 months) negative, but 3-year view very positive — US remains the global innovation hub.
Europe long-term not a great destination since innovation rarely originates there; US delivers better long-term equity returns.
On India: Naren warns that for the last two years, people treated equity as 'riskless,' and now must accept that equity always carries risk.

S Narenmarket correctioninterview

Original description

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Thanks for watching..
Team Money Purse

00:00 Intro
01:31 The Risk From US
03:05 Risk From Europe
03:56 Risk in Indian Market either Internal or External
05:28 Investment Strategy
06:29 Gold Investment Strategy
08:20 Sectors for Long term
10:20 Manufacturing Sector
11:21 Power and Telecom Sector
12:17 Which all Sectors are valued now ?
14:18 About Pharma Sector
14:54 View on F&O Trading
19:55 Telugu summary