Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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How to invest in a Market Crash | Strong Stocks, Screening, Valuations
MP3•Episode home
Manage episode 491859997 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, we share a clear framework for navigating bear markets and market crashes—based on history, valuations, macro trends, and technical signals.
📌 Key takeaways:
- 5-part crash analysis: history, valuation, technicals, earnings, economy
- Price vs. time correction explained with Nifty data
- Which indices are still expensive vs. which are derated
- How to identify fraud-heavy sectors using PE rerating
- What kind of investors should do what: fully invested, asset allocators, or cash holders
- Signs of a bottom and sectors showing early strength
- Real economy signals from PMI, inflation, capex, and Q4 earnings
38 episodes
MP3•Episode home
Manage episode 491859997 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, we share a clear framework for navigating bear markets and market crashes—based on history, valuations, macro trends, and technical signals.
📌 Key takeaways:
- 5-part crash analysis: history, valuation, technicals, earnings, economy
- Price vs. time correction explained with Nifty data
- Which indices are still expensive vs. which are derated
- How to identify fraud-heavy sectors using PE rerating
- What kind of investors should do what: fully invested, asset allocators, or cash holders
- Signs of a bottom and sectors showing early strength
- Real economy signals from PMI, inflation, capex, and Q4 earnings
38 episodes
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