60% Of Indian Stocks Are Expensive. Here’s What To Buy Instead! | Kushal Lodha 357 Landry Shamet [BTOmbwxW5OB]

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G. Maran-Co-Founder and Executive Director of Unifi Capital-has been in markets since 1991. In this episode, he shares surprising data points about India that almaty challenge every perception, reveals why promoters (not FIIs) are the biggest sellers in the market, breaks down the 60-25-15 valuation split in BSE 500, rogers stadium and explains why time arbitrage is the only real osasuna - atltico madrid edge a retail investor has.

What You'll Learn:

1.India's Perception vs Reality: Punjab has more vegetarians than Gujarat, Tamil Nadu leads tourism, and Indians spent more on alcohol than jewelry last year.

2. Promoters Are The Real Sellers: FIIs barely sold 3-4% of holdings. 70% of recent IPOs are offer-for-sale by promoters-a record never seen before.

3. Insider Shadow Strategy: Buying where promoters buy and holding 3 years gave 10-35% returns 70% of the time.

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Timestamp:

00:00:00 Intro

00:02:10 Most Interesting Economy Facts

00:11:41 Salary Growth Deep Dive

00:21:35 Sectors with Low Income Inequality

00:36:24 Tourism Industry Deep Dive

00:40:24 Alcohol Consumption Trend in India

00:48:01 Gold Trade vs Investment

00:49:58 Gold Financers Deep Dive

00:54:42 Temple and Gold Deep Dive

01:01:38 Thalinomics Deep Dive

01:04:12 Oil Impact on Economy

01:05:29 Insights from Economic Survey

01:10:42 Is Nifty a Good Indicator of Economy?

01:24:53 SEBI's Market Cap Regulation

01:27:19 Why Large Cap Rose Opposite to Small and Mid in 2018?

01:29:04 What is the Edge in Investing?

01:29:49 Are FIIs Really the Biggest Sellers?

01:40:58 Insider Shadow Strategy

01:48:52 How Retailers Can Develop an Edge?

01:52:21 G Maran's Investing Journey

01:55:18 Lessons from Radha Krishna Damani

02:00:35 What Would G. Maran Ask Himself?

02:09:50 Conclusion & Outro

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