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印度股神:新冠肺炎危机被过度炒作,印度将很快迎来下一个牛市

 Covid-19 crisis over-hyped, India will soon see next bull run: Jhunjhunwala

拉克什·金君瓦拉:新冠肺炎危机被过度炒作,印度将很快迎来下一个牛市

Ace investor Rakesh Jhunjhunwala says India is at the beginning of the mother of all bull runs and that the government would increase expenditure once the lockdown ends.

王牌投资者拉克什·金君瓦拉表示,印度正处于大牛市的开端,一旦封锁结束,政府将增加支出。

In an interview with ETNOW, the Big Bull said every bull market tends to be bigger than the previous one.

在接受ETNOW采访时,金君瓦拉称是每一个牛市都比前一个大。

“Bull markets are Test matches and not 50-over games,” he said, noting that “markets tend to shake you up before a bull run.”

他说:“牛市是测试赛,不是50回合以上的比赛”,并指出“在牛市到来之前,市场往往会动荡。”

The March selloff, the billionaire investor said, took a nasty toll on investor sentiment and he would not be surprised if the market consolidates from here on.

这位亿万富翁投资者称,3月份的抛售对投资者人气造成了严重影响,如果市场从此开始走强,他也不会感到意外。

“The recent market rally,” he said, “is in anticipation of a faster return to normalcy.”

他说:“最近股市反弹市场表明市场会更快地恢复常态”

The Big bull said he does not see significant downside from here on and the ongoing bull market should lead to PE and EPS expansion.

金君瓦拉表示,他认为从现在起不会出现明显的下跌,目前的牛市应会导致本益比和每股收益上升。

He said hardly any market globally has made money in last three years.

他说,过去三年,全球几乎没有市场盈利

“I think the Covid-19 crisis has been blown out of proportion and has created an unnecessary fear psychosis. After all, it’s a flu, and not plague or cancer. I do not think anything will change in the long run. We will travel and go back to restaurants,” he said.

他说:“我认为新冠肺炎危机被夸大了,造成了不必要的恐惧心理。毕竟,这只是一种流感,不是瘟疫或癌症。我认为从长远来看,什么都不会改变。我们还是会去旅行,去餐馆就餐。”

Jhunjhunwala, often referred to as India’s own Warren Buffett, said the government was waiting to process the Covid-19 damage and would do what is needed going ahead.

金君瓦拉常被誉为印度巴菲特,他说政府正在等待处理新冠肺炎带来的损失,并将采取必要的行动。

Most companies will survive this Covid-19 challenge and select ones will swing to growth quickly post crisis, the Big Bull said. “Some companies will have a fight to fight the revival phase,” he said.

他说,大多数公司将会挺过去的,危机过后将快速增长。他表示:“一些公司将在复苏阶段打一场硬仗。”

The recent fall in banking stocks was an expression of uncertainty, Jhunjhunwala said, adding that “the real NPA picture will get clear only around December.”

金君瓦拉称,近期银行股下跌是不确定性的表现,并称" 不良资产的真实情况要到12月左右才会明朗。"

Jhunjhunwala expects financials to remain rangebound. He sees consolidation in NBFCs but does not expect the housing finance sector to be hit badly.

金君瓦拉预计金融股将保持区间波动。他认为非银行金融机构将进行整合,但认为住房金融行业不会受到严重冲击。

He felt there has been a lot of assumptions over a possible spike in bankruptcies, and said one needs to take note of the fact that the number of customers availing EMI moratorium at State Bank of India is much lower than the other so-called Big Banks.

他认为,很多人都认为破产可能会激增,并表示,人们需要注意这样一个事实,即印度国家银行享受EMI延期偿付的客户数量远低于其它所谓的大银行。

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以下是印度经济时报读者的评论:译者:Jessica.Wu

Truth Is Bitter

Yes Bull run of Corona ...!!!!!

是的,印度疫情的“牛市”要来了!

 

Vikas

over-hyped ? Is he brain dead ?

印度疫情被夸大了?他脑子短路了吗?

 

Suresh Kamath

NEVER go by herd Mentality and follow such ADVISE from Market Players or EXPERTS who DO NOT read well any Market and predict such GLORY of the Future when the entire GLOBAL Markets and ECONOMY are ALL at HIGH SEAS and turmoil across the NATIONS

全球市场和经济都在波动,各国都在动荡,不要抱从众心理,不要听从市场参与者或专家的建议,他们没有很好地解读市场,才会对未来市场做出如此辉煌的预测。

 

Shri

NONSENSE. MASSIVE WORLDWIDE DEPRESSION. PREPARE WELL AND IGNORE THESE NAUTANKIS

无稽之谈。全球陷入大萧条,大家要做好准备,不要理会这些人说的话

 

Dunbaka Vja

Where was this idiot these 2 months?

这两个月这个白痴去哪了?

 

Praveen Vishwakarma

He said once that nobody can gauge the market now he is predicting.

他曾经说过,没有人能预测市场,现在自己却在预测了。

 

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