Shankar Nath
Shankar Nath
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6 MEGA THEMES I'm Betting On that'll shape INDIA's GROWTH STORY over Next 10 Years
► 24,000+ readers have joined my FREE Investing Newsletter at shankarnath.com
In this video, we explore six megatrends poised to shape India's future and present lucrative opportunities for investors. These trends include urbanization, climate tech, digitization, healthcare, financialization of savings, and manufacturing. It is my belief that investing in these six mega themes offers significant potential for long-term growth in your wealth & helps investors capitalize on India's evolving economic landscape. Let's dive into each one:
1. Urbanization: With 40% of the population expected to live in urban centers by the next decade, this shift creates significant demand for real estate, infrastructure, and urban services. Key sub-themes include home loan providers, construction copmpanies, consumer durables and hospitals
2. Climate Tech: Climate-related businesses, or climate tech, are critical as India aims for net-zero carbon emissions by 2070. Key sub-themes include renewable energy, electric vehicles, energy infrastruction and green technologies
3. Digitization: India's digitization drive has transformed various sectors, creating numerous investment opportunities. Key sub-themes include IT services, e-commerce, specialized services and digital infrastructure
4. Healthcare: It's a rapidly growing sector in India and is expected to expand by 12% annually over the next decade. Key sub-themes include single specialty hospitals, multi-specialty hospitals, medical equipment, healthcare technology and diagnostics
5. Financialization of Savings: It explains the shift from traditional assets to financial products is accelerating in India. Key sub-themes include banking & NBFCs, capital market participants, asset management and retirement funds
6. Manufacturing: India’s manufacturing sector is experiencing a transformation with a focus on technology and innovation. Key sub-themes include core industries, emerging sectors, technology integration and logistics
👉 Video Chapters:
00:00 Mega Trends for India
01:04 1. Urbanization
04:08 2. Climate Technology
07:53 3. Digital Transformation & Infrastructure
10:36 4. Healthcare
12:53 5. Financialization of Savings
15:15 6. Manufacturing
17:15 Shankar's Viewpoint
#megatrends #indiafuture #indiarising #megathemes #urbanization #climatetech #digitaltransformation #healthcareindia #manufacturinginindia
Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links
Переглядів: 24 632

Відео

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Переглядів 11 тис.12 годин тому
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Переглядів 46 тис.21 день тому
► 22,000 readers have joined my FREE Investing Newsletter at shankarnath.com Exchange traded funds or ETFs are investment funds that track an index, bond, commodity, or basket of assets and are traded on exchanges much like stocks. In India, ETFs were introduced in 2002 but gained significant traction after the Indian government recognized them as an asset class in 2013. In this video, I presen...
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Переглядів 40 тис.Місяць тому
► 22,000 readers have joined my FREE Investing Newsletter at shankarnath.com In the realm of investing, a defensive strategy is paramount for stability and resilience in uncertain economic times which can be found in goods and services that have consistent demand in categories such as utilities, healthcare, education, personal care, household goods, and telecommunications. In this video, I disc...
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Переглядів 93 тис.Місяць тому
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Attn: Index Fund Investors ⚠️ Nifty Total Market Index is a SUPERIOR ALTERNATIVE to the Nifty 50
Переглядів 61 тис.Місяць тому
The Nifty Total Market Index comprises of 750 stocks and represents around 96% of India's total stock market capitalization unlike traditional indices like the Nifty 50 which represent only a fraction of the market. In this video, I detail out the Nifty Total Market Index's constituent mix, advantages and performance before I showcase three applications of this index namely: a) how the Total Ma...
"We're just 2-3 years into an 8-year Real Estate Cycle" | How to Analyze Real Estate Stocks?
Переглядів 71 тис.Місяць тому
👉 ZERO Brokerage Demat and Trading Account across all segments including Intraday, FnO, Delivery, IPO, Mutual Fund, ETF's : bit.ly/3PzCvxc The Indian real estate industry is experiencing unprecedented growth, marked by a surge in property launches across the top 7 cities in 2023. Companies like DLF, Prestige, Sobha, Godrej Properties, Oberoi Realty, Macrotech (Lodha Developers), Ashiana Housing...
I Shamelessly Cloned India’s Top Investors to Make 41.4% Returns | Copycat Investing
Переглядів 537 тис.2 місяці тому
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Make 15% RETURN on Debt Mutual Funds & GOI Bonds | Just 10% LTCG Tax | RBI Repo Rate 2024
Переглядів 87 тис.2 місяці тому
👉 ZERO Brokerage Demat and Trading Account across all segments including Intraday, FnO, Delivery, IPO, Mutual Fund, ETF's : bit.ly/3v5QAeV Leveraging the interest rate cycle presents a tactical opportunity for investors to maximize returns in debt instruments like bonds and debt mutual funds. In this video, I present a case for investing in long duration debt funds and long maturity government ...
Mohnish Pabrai's 10 Commandments Investment Strategy
Переглядів 29 тис.2 місяці тому
► Join 21,000 readers of my newsletter at shankarnath.com This video is a summary of a Mohnish Pabrai's talk where he shared his insights on investment management, drawing inspiration from diverse sources ranging from ancient scriptures to modern-day finance. Mr. Pabrai's discourse comes in the form of 10 focused commandments offering invaluable guidance for investors which includes: 1. Investm...
10 Recent NPS Updates You Can't Ignore | Maximize Your Benefits from the National Pension System
Переглядів 203 тис.2 місяці тому
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Why Momentum Investing is now 15% of My Portfolio? | How to Find Momentum Stocks | Momentum Funds
Переглядів 89 тис.3 місяці тому
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Переглядів 27 тис.3 місяці тому
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How to Find 100 Bagger Stocks? 6-Step Process for Finding the Next Multibagger in Stock Markets
Переглядів 103 тис.3 місяці тому
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Переглядів 205 тис.3 місяці тому
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Переглядів 109 тис.3 місяці тому
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Growth Opportunities in India's Banking & Financial Services Sector | ft. Groww MF's Anupam Tiwari
Переглядів 14 тис.4 місяці тому
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Переглядів 59 тис.4 місяці тому
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Переглядів 68 тис.4 місяці тому
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Переглядів 49 тис.5 місяців тому
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Переглядів 21 тис.5 місяців тому
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Переглядів 146 тис.5 місяців тому
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Переглядів 18 тис.6 місяців тому
Are Smallcaps Expensive, PSU Banks' Share Price Rally, Fluorine's Bad Luck & more | THE THIRD EYE
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Переглядів 31 тис.6 місяців тому
How to Identify Stocks to BUY or SELL using Relative Strength Index (RSI) | RSI Trading Strategy
Impact of Wars, Elections, Oil Prices etc. on the Indian Stock Market & How to Take Advantage of it
Переглядів 22 тис.6 місяців тому
Impact of Wars, Elections, Oil Prices etc. on the Indian Stock Market & How to Take Advantage of it

КОМЕНТАРІ

  • @enareshy
    @enareshy 4 години тому

    What matters more in Stock market - Age or Capital???

  • @TheAkhildogra
    @TheAkhildogra 5 годин тому

    You should start making videos in easy to understand language

    • @shankarnath
      @shankarnath 3 години тому

      Thanks for the suggestion

  • @shiv1pl
    @shiv1pl 6 годин тому

    Hi Shankar .. Excellent information.. I would suggest when you provide sector information, kindly provide examples of Companies who are doing well in that sectors..

    • @shankarnath
      @shankarnath 6 годин тому

      Thanks for the suggestion

  • @rangaiit03
    @rangaiit03 6 годин тому

    Sir, Can you please suggest some funds capturing these themes

    • @shankarnath
      @shankarnath 6 годин тому

      Hi. SGBs can be bought via the primary or secondary market. I'm not aware of any fund that trades in SGBs

  • @satyajitsahoo6295
    @satyajitsahoo6295 8 годин тому

    Can a government employees can change his equity exposure to 75% under tier 1 account.

  • @user-ms7sk6xp4y
    @user-ms7sk6xp4y 8 годин тому

    Crisp and subtle. ❤

  • @anupam5380
    @anupam5380 8 годин тому

    can someone tell me where can we find the earning concalls of a company?

    • @shankarnath
      @shankarnath 8 годин тому

      Too many platforms, kindly do a google search. I use screener.in and if I can't find it there, I go to the BSE India website or the company's website.

  • @ravichandransivaraman6106
    @ravichandransivaraman6106 9 годин тому

    Excellent insight Sir. Thanks 🙏

  • @kumargaru7327
    @kumargaru7327 10 годин тому

    Nice video sir

  • @baskarchockalingam2421
    @baskarchockalingam2421 11 годин тому

    wowww...it's a content to be discussed for many days..u have summarised in few mins.. excellent bro,👍👍

  • @nirvaishnaw
    @nirvaishnaw 11 годин тому

    Never ever thought that my city Bilaspur will lead in urbanization

  • @KnowledgeCenter101
    @KnowledgeCenter101 13 годин тому

    Another master piece thoroughly enjoyed it. What I as an investor fails to understand here is 1. Out of many options which ones an investor be looking should at (I know you can't recommend but a list of MF or ETFs to watch out would really enhance this content piece) 2. How do I research this data on my own going forward so as to understand YoY growth projections and matching them to real return on the portfolio thereby weeding out bad/underperforming instruments/sectors. Would be lovely if this could be addressed.

    • @shankarnath
      @shankarnath 5 годин тому

      Thanks for the suggestions. 1. Some of the themes can be looked at in line with other materials e.g. with re: healthcare, I have a sector video on hospitals; with re: real estate, I have an industry video on that. Similarly other creators (SOIC, Sahil Bhadviya, Scientific Investing, Accidental Investor) often come up with sector specific and stock specific videos. You are right -- in my case, I expect the DIY investor to put things together and most of it won't be served up on a plate. Like the real estate sector video had enough evidence to suggest which stocks will do well. Post release of that video, I bought Prestige Estate which has done well in the last 2 months (it's up 50%) 2. A lot of it can be deduced from earning calls. What is the company management saying? What are other companies saying? How is saying something else and doing something else?

  • @user-lr7du9cy4m
    @user-lr7du9cy4m 17 годин тому

    Awesome! thanks!!!

  • @allcricketfun8279
    @allcricketfun8279 19 годин тому

    Hindi m bhi videos bnao na please

    • @shankarnath
      @shankarnath 8 годин тому

      Koshish karunga, thoda time dijiye

  • @SandipanNaths
    @SandipanNaths 19 годин тому

    14:00 Shankar, your picture could have completed the frame. I mean it...

    • @shankarnath
      @shankarnath 8 годин тому

      They pushed me off the frame :)

  • @starone056
    @starone056 19 годин тому

    I really commend your honest effort to elaborate in a lucid way the rosy growth story. Sir pls also bring a video on challenges and a thorny picture of our economy. Thanks

    • @shankarnath
      @shankarnath 5 годин тому

      Thank you for the appreciation and suggestion

  • @Skbhi-bm9gz13
    @Skbhi-bm9gz13 20 годин тому

    Just got a tip about Revux - this token is going places!

  • @pikopen4035
    @pikopen4035 20 годин тому

    Revux token and shopify signed a partnership. It will blow up once it hits mainstream.

  • @harshitsinha5255
    @harshitsinha5255 21 годину тому

    Amazing insite Shankar ji . Kudos to your research skills. Hands down . 🎉

    • @shankarnath
      @shankarnath 3 години тому

      So nice of you. Thanks 🙌

  • @MuraliKatta-jc7ir
    @MuraliKatta-jc7ir 22 години тому

    Awesome Shankar. 100% of my investment is based on your videos. Bit curious to know how you deliver so much of content Can you please share the making of your videos just to give an understanding of the end to end process please.

    • @shankarnath
      @shankarnath 3 години тому

      Thank you very much Murali 🙌 .. I put myself in the viewer's shoes and see what is it that I would want to know more about. This thought process makes my job a lot easier & consequently, I attract a viewership that is more like me i.e. DIY, keen on learning, careful with their capital, they prefer more options etc.

  • @user-yx5qq5jc6g
    @user-yx5qq5jc6g 22 години тому

    Me binge watching your video 😊

    • @shankarnath
      @shankarnath 3 години тому

      Don't skip the intros :)

  • @VishKrish1
    @VishKrish1 22 години тому

    Thanks sir . Plz start a recommendation service for mutual funds where you could advice us to buy sell hold , part buy , part sell , on thematic small and mid cap funds. This wud be of immense help to retail investors and i wudnt mind spending money for this .

    • @shankarnath
      @shankarnath 3 години тому

      Thanks for the suggestion

  • @sureshkumarnatarajan3715
    @sureshkumarnatarajan3715 22 години тому

    Very Good Shankar sir, very useful...

  • @2424mani
    @2424mani 22 години тому

    nice explanation...really hard work...keep it up

  • @hipauli08
    @hipauli08 23 години тому

    Losing hair in the process was classic 🤣

  • @DevendraPrabhudesai-qw7tk
    @DevendraPrabhudesai-qw7tk 23 години тому

    Amazing video, very informative. It would be amazing if there are some follow up videos with some stock highlights for these themes.

    • @shankarnath
      @shankarnath 23 години тому

      Thanks for the suggestion

  • @joethim
    @joethim 23 години тому

    Amazing content. Thanks for sharing this knowledge

  • @krishnanagaich
    @krishnanagaich 23 години тому

    Superb work

  • @everythingwedo3150
    @everythingwedo3150 23 години тому

    Thank you for such a detailed and breakdown of sectors to watch out.

  • @rajeevroy4383
    @rajeevroy4383 День тому

    Excellent presentation.How Do we invest in these sectors through mutual funds .

    • @shankarnath
      @shankarnath 3 години тому

      Thanks! Thematic mutual funds are available in plenty with more getting launched every month.

  • @rajivranjan1680
    @rajivranjan1680 День тому

    Wow!!! 🎉🎉🎉

  • @moin6077
    @moin6077 День тому

    Loved the video. Please make more videos on Macro economics. 🙏

  • @manmohandhanoa6920
    @manmohandhanoa6920 День тому

    Thanks Shankar- educative as always. Just a suggestion if you could touch upon few good stocks in each sector it would be helpful. A particular Sector may have a bright future - but for an investor it eventually boils down to as to which stock is likely to do well in that sector. Best wishes & regards

  • @jaswanthyeturi415
    @jaswanthyeturi415 День тому

    Sir it’s been a second half of year As you promised we are waiting for smallcase sip’s

    • @shankarnath
      @shankarnath День тому

      Thx for your patience. Curious to know -- from what time period do you calculate "2nd half of the year?" I ask so because 2nd half of a financial year starts from 1st October 2024 and 2nd half of a calendar year from 1st July 2024.

  • @u8036
    @u8036 День тому

    What about defence industries?

  • @RR-bx4uk
    @RR-bx4uk День тому

    Also suggest stock related to this

  • @rakeshkunta8512
    @rakeshkunta8512 День тому

    Great Content as always Shankarji! I have three questions. 1) You said multi-cap funds are your favourite. Why is that so? Aren't flexi cap funds better since there is no mandatory minimum investments in each cap 2) Isn't investing in a passively managed index fund better ? Lesser expense ratio, lesser effort to track. They have given 15% return over 15-20 years time window and correlate with large/mid/small cap fund returns over a long period 3) Are passively managed funds better than active funds? How often should we review our mutual fund portfolio and re-adjust? Are there any key factors based on which a fund switch decision can be made? Please make a video on the process of re-adjusting one's mutual fund portfolio

    • @shankarnath
      @shankarnath 3 години тому

      Thanks 1. It offers me a 50-25-25 splitting between large-mid-smallcaps which helps me control my asset allocation. With flexicap, I lose that control. 2. It's not wise to generalize. I can show evidence that actively managed funds are better and I can also show evidence that passively managed funds are better. The truth is some active managed funds are better than the rest and the same is true for index funds. Ergo, I have some of the better performing (& hopefully performing in the future also) active and passive funds in my portfolio. 3. I haven't re-adjusted my portfolio in a long time but then I've held schemes for many years and it's now on stable ground. From an over-thinking stage, I have moved to an under-thinking stage with my mutual fund investments and this has only helped me. I will try to make a video, thanks for the suggestion

  • @ckbiran
    @ckbiran День тому

    Amazing broader view video

  • @ramd9581
    @ramd9581 День тому

    We value your opinion very much Shankar. A very professional and no non sense content

  • @ravindranathpuvvada1966
    @ravindranathpuvvada1966 День тому

    Matured analysis with future outlook for investment planning🎉

  • @ritulraghavan1984
    @ritulraghavan1984 День тому

    Thanks

  • @nitalbenmodasa8094
    @nitalbenmodasa8094 День тому

    Big Fan !

  • @ashokca24
    @ashokca24 День тому

    1. Urbanization (Real estate, Infra, Hospital, Hotel, Electrical equipment etc 2. Climate ( Renewable, Waste mgt, Energy Generation, batteries, Wind turbines etc) 3. Digitization ( online portal apps, Digital infrastructure, IT Sectors, AI related companies) 4. Healthcare ( Hospitals, Mfg of medical equipment, Diagnostics) 5. Financialization of household savings ( Broking, Fintechs, AMC, Stock exchanges, Depository) 6. Manufacturing ( Technology, Automobile, Electronic, Capital goods, Construction Equipment, Semi conductors) 6.

  • @SatyamRaina
    @SatyamRaina День тому

    Thank you, great video

  • @flemingkf3089
    @flemingkf3089 День тому

    Thank you so much for your amazing work. It would be great if you can start a telegram channel

    • @shankarnath
      @shankarnath 3 години тому

      Thanks for the appreciation and suggestion

  • @shahkush5180
    @shahkush5180 День тому

    Sir reveal your portfolio holding based upon the sectors not the actual stock, if you can.

  • @shahkush5180
    @shahkush5180 День тому

    Man your videos are damn informative, keep up the great work..💯

  • @rahuldascse0306
    @rahuldascse0306 День тому

    Once again an eye opener episode.

  • @yatish007
    @yatish007 День тому

    Instagram, Telegram, Ram Ram 😂😂😂

  • @manjinderaulakh4637
    @manjinderaulakh4637 День тому

    Sir please start your smallcase.

    • @shankarnath
      @shankarnath 3 години тому

      Thanks for the suggestion