Sonia Shenoy
@_soniashenoy • 288,365 subscribers
The Money Mindset LIVE now. Biz News Journalist. Tracking stock markets for 17 years. Investor. ex- CNBCTV18
Videos
In my opinion, If you spend 1-2 lakh/month today in a metro city for a family of 4 including education and rent/ emi, You would need roughly 8-10 crore by age 60 as a retirement corpus to live comfortably. But Sandeep Jethwani of Dezerv tells me that inflation, lifestyle creep and unexpected health costs can inflate your retirement expenses much more than you think and 8-10cr is not enough. he says a family of 4 spending 1-2 lakhs per month today need a 40cr retirement corpus in 20 years to maintain a certain lifestyle. That got me thinking about how the numbers keep getting more and more unattainable and the frustration among the youth is palpable due to lack of jobs and opportunities to grow income. Whats the solution then ? reduce your expenses, cut lifestyle creep, stop comparison and decide what your definition of enough is. Thoughts ?
Sonia Shenoy975,308 次观看 • 2 个月前
“There is no reason for foreign investors to come to India. We run a GIFT city structure and when we try to open accounts , it tires out the FIIs.” “The account opening process is so tedious plus there is withholding tax , so when returns are anyway not great along with taxation and tedious processes , FIIs don’t want to come to India” Full conversation with Samit Vartak CFA of SageOne Investment is out now on The Money Mindset ✨ link below 👇
Sonia Shenoy287,053 次观看 • 2 个月前
HCL tech is at a fresh 52 week low today and getting hit hard post earnings. A few weeks ago I spoke to Kenneth Andrade of Old Bridge Capital on why he exited IT stocks completely earlier this year. "We dont know whats happening in the tech sector. will we know in the next quarter ? maybe, maybe not. If i had to build a portfolio today , I would build it without tech names" he says. He explained that the terminal value of the IT businesses are falling and there is a lot of uncertainty in whether these businesses can continue to grow in the same way as earlier.
Sonia Shenoy265,645 次观看 • 3 个月前
“I think the bottom has happened in mid and small cap names. In the last 7-8 cycles the bottom has happened during February , March . This time seems to be the same” . says Samit Vartak CFA of SageOne investment managers. Samit Vartak is the CIO of SageOne Capital and a well respected name in the investment fraternity. He is known for his deep research in mid and small caps and now runs an 8000cr AUM advisory. Full episode drops today on The Money Mindset ✨
Sonia Shenoy164,698 次观看 • 2 个月前
The two ticking bombs India is facing today , unemployment and people not being ready for retirement. If they are not addressed , what looked like a brilliant demographic dividend story can look very different after 2035 Says swarup mohanty of Mirae Asset. Full conversation is out now on The Money Mindset ✨
Sonia Shenoy41,984 次观看 • 27 天前
"What RBI governor is doing is more valuable than what Trump is doing" "Wont be surprised to see Nifty at 29k-30k in next 6-8 months" , says Vikas Khemani on the recent Diwali Special episode of The Money Mindset. He believes the liquidity surplus , interest rate cut and boost to credit growth reinforces faith that government and regulator is doing everything to boost growth in India
Sonia Shenoy222,913 次观看 • 8 个月前
“My goal is to always be the best fund manager in the country, whether I achieve it or not is a different thing.” - Siddharth Bhaiya Siddharth was sharp, talented , at the top of his game, never minced his words and always kind to everyone around him. The industry has truly lost a gem. Gone way too soon. Condolences to his family , may he Rest in eternal peace. 🙏 Video courtesy CNBC-TV18 podcast last year
Sonia Shenoy171,412 次观看 • 6 个月前
Ramesh Damani tells me his view for the next 2-3 years is A) the bull market continues . What we are seeing is a deep correction an ongoing bull market B) oil will remain elevated , 85-90 to remain a bottom C) the importance of asymmetrical warfare will increase as every country wants to up their self defence. Groww
Sonia Shenoy55,600 次观看 • 2 个月前
"The real opportunity to create alpha is outside the index and there is no strong case for building real wealth through passive index funds." says Vikas Khemani "Every time a country transforms, the main opportunity is outside the index . if you only invest in index funds, you run the risk of missing those opportunities." Agree ?
Sonia Shenoy153,966 次观看 • 7 个月前
“ I never stay in cash. Even if I know the market will fall, I never move to cash. You can’t time the entry and exit of the market , you may end up missing the party “ Raamdeo Agrawal of @motilaloswalgroup Motilal Oswal Asset Management tells me on this episode of The Money Mindset Full episode with Raamdeo Agrawal drops this evening ✨
Sonia Shenoy183,952 次观看 • 8 个月前
“Sorry to say this government has been standoffish about foreign flows but now we can’t afford to have that attitude anymore.” “ it is impossible to ignore foreign flows today, infact govt should lay down the red carpet for foreign investors” says Ravi Dharamshi of ValueQuest Full episode out now on The Money Mindset ⭐️ link below
Sonia Shenoy69,567 次观看 • 3 个月前
India is dealing with The rise of the graduated unemployed, where India has both high number of graduates per year and a rise in youth and urban unemployment How do we as a nation tackle this problem of the Graduated Unemployed and what is the solution ? Ronnie Screwvala spoke to me about how India’s formal education system needs to change with the times and make young people more job ready and employable. While the private education system is making that change, a lot more work needs to be done in the education space. Full chat is out now ✨
Sonia Shenoy26,865 次观看 • 1 个月前
“Don’t think a 50% tariff on India will last very long , it’s unlikely that the US India relationship can be viewed purely on goods trade , there are many more voices on the table now. This is very different from 1971” - Neelkanth Mishra , Axis bank On this weeks episode of The Money Mindset we spoke to Neelkanth Mishra , the chief economist at Axis Bank , a member of the PMEAC and one of the brightest minds in the business. Neelkanth Mishra Axis Bank We spoke about the tariff impact on India, how the uncertainty could continue , the Indian growth slowdown , talks of de dollarisation and lots more. Full interview drops today ✨
Sonia Shenoy158,262 次观看 • 10 个月前
“A big investing theme is the manufacturing of Solar Pumps. India has about 1 crore diesel pumps that are yet to be moved to solar pumps That is roughly a 2.5 lakh crore opportunity", says Pawan Bharaddia , the CIO of Equitree Capital Equitree invested in shakti pumps at 25rs in 2017 , and they have seen the stock go from 25 to 1200 and down to 500 also despite the drawdown of 40% in shakti pumps in the last one year, Equitree continues to hold the stock. in his journey of holding shakti pumps , they have seen a 30-40% drawdown 3-4 times but still hold on he explained the entire process of how to understand business cycles of companies , how long to hold, how to differentiate between external and internal red flags and lots more Pawan has over 25 years of equity investing experience in India and over the past 5 years , Equitree has delivered a 25% CAGR, consistently ranking among India's top-performing PMS strategies. We did a deep dive into micro cap investing, an area he has been focussing on for the past 10 years. Full episode is out now on The Money Mindset
Sonia Shenoy28,948 次观看 • 1 个月前
A common shareholder angst is new age startups that report losses for years suddenly turn profitable pre ipo. Amidst all the backlash around inflated profits and steep valuations , Peyush Bansal says that Lenskart will continue to be profitable in the years to come and they are committed to creating wealth for shareholders.
Sonia Shenoy103,716 次观看 • 8 个月前
This is not a great signal to give foreign investors The real problem in India is overtaxation. STT was meant to remove capital gains tax But now it is double taxation Foreign investors have removed billions of dollars from india yet this budget hiked STT on F&O while keeping steep LTCG and STCG untouched. This not only punishes local traders but makes India less attractive to foreign capital. Mohit Gang
Sonia Shenoy71,082 次观看 • 5 个月前