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Which sector stocks is S Naren bullish on? | Precautions to take in this bull market
Original: S Naren గారు ఏ Sector Stocks మీద Bullish🤑 గా ఉన్నారు? | ఈ Bull Market లో మనం తీసుకోవలసిన జాగ్రత్తలు
Takeaway
Survive your first cycle by sizing bets prudently and learning to sell-and-switch across asset classes.
Summary
- S Naren (ICICI Pru AMC) warns young investors that real money is made in the third market cycle, not the first
- Advises a discipline of buying, sizing and selling/switching across equities, real estate, gold and bank FDs
- Highlights mania risk: Infosys/Wipro in 1999 was worth more than the entire cement + steel sector combined
- Currently sees opportunities in banks, IT (hiring strong in Hyderabad), pharma and chemicals; recommends reading Howard Marks at oaktreecapital.com
- Counsels taking lower risk in the first 15 years to learn cycles, larger risk only after
S NarenBull MarketAsset AllocationHoward MarksSector Outlook
Original description
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