“Everyone gets around 12-15% more than 15-20-25 years,” said Agrawal, and noted that only index investments can generate around 12%, while allocations for small cap and mid-cap can add modest higher profits. But he warned against short -term expectations. “If your vision is 5-6 months, don’t come to this market.”
For investors who are on large amounts, Agrawal recommends assignments spread through systematic investment plans. “If you have RS 12 crore, put RS 1 crore every month. You can have average and peace of mind, regardless of what Trump says or does,” he said.
Calls for daring reforms
Agrawal said that the government should grab the moment to spend deeper reforms in response to the US tariff pressure. He pointed to GST rationalization as an important step.
“If the government does a good job at GST rationalization, it could sacrifice it around RS 1 Lakh Crore of income, but it can be made in six months.” Agrawal also insisted on opening tourism and education and called them sectors with powerful activities.
Divered Investor Behavior
Agrawal, to tackle the continuous trend of promoter and institutional sale versus retail purchases and described it as a balanced comparison.
The promoter shareholdership fell to 40.58% in the quarter ending in June, a decrease of 45.13% three years ago, according to Prime Database. The report noted that the sale of promoter can result from debt reduction, legacy planning, philanthropy or simply using bullish markets.
“Promoters and FIIs sell because they see prices higher than value, but retail investors say:” I have a lot of confidence in the future of India. Let it be a bit expensive. I buy. “
Even when promoters withdrew, domestic institutional investors (Diis) expanded their dominance. Their share increased to a record of 17.82% from June, which caught up with foreign institutional investors, whose participations fell to a lowest point in 13 years of 17.04%. Investment funds, encouraged by retail money by systematic investment plans, added RS 1.17 Lakh Crore in the quarter and declined their share to 10.56%.
Agrawal argued that worldwide long-alone funds can use capital in several markets, from China to Brazil, while the capital of Indian investors ‘stuck’ at home. “I have no opportunities (elsewhere),” he said.
Private market caution
The growing interest of rich investors in non -mentioned companies also attracted a warning. Agrawal said that such bets are much riskier than public shares, with mortality rates of at an early stage of companies as high as 99%.
“Investing in non -exchange equity is especially for the big boys, the billionaires, who can have a nice conversation about cocktails,” he said, adding that retail investors miss the tools and have access to assess such opportunities.
Sector views
On listed companies, Agrawal said that Indian IT is structural challenges for artificial intelligence. “Those who give AI-based solutions faster, better, in a more innovative way, are those who will win,” he said, and notes that retraining staff will be crucial for companies such as TCs and Infosys.
Agrawal remained Bullish on rapid trade and predicted 50-70% growth for companies such as Zomato and Zepto. “If rapid trade even reaches 5% EBITDA on such a huge multi-lakh crore sales, we look at a huge story,” he said with the potential with the early years of banking in the private sector.
Read also | Selling promoters, buy retail investors. Who is right? ROODEO Agrawal answers
((Indemnification: Recommendations, suggestions, views and opinions of the experts are their own. These do not represent the views of economic times)
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