Prashant Khemka Discusses Investing Ideas In The Trump 2.0 World | N18V

In the latest episode of Market Café, White Oak Capital Founder Prashant Khemka discusses how investors should approach the stock market in a fast-changing Trump 2.0 world. He shares his top investment bets with Surabhi Upadhyay and also imparts valuable investing lessons from the dot-com era. Khemka explains why painting all loss-making internet companies with the same brush would be a mistake and a missed investment opportunity! Watch to find out more!

Location courtesy - The Designera, Lower Parel

00:00 - Best parts from a conversation with Prashant Khemka
02:40 - How young Prashant Khemka figured it all out...
04:30 - Wall Street years
09:00 - When the world markets collapsed
11:21 - Post Covid 5-year 'Fantasy Run' over?
13:58 - Junior Khemka's equity skills!
16:00 - Resetting return expectations from equity
18:22 - Looking at IT & FMCG sectors
22:30 - Corporate earnings
26:16 - Personal investing style
29:27 - Never bought Amazon!
32:00 - When Amazon & Netflix weren't making money
35:15 - Opportunities in Small & Midcap
38:28 - On PSUs
39:30 - 3 mistakes to avoid for new investors
43:16 - Rapid fire

#trump #WhiteOakCapital #stockmarket #investment #marketanalysis
#BusinessNewsLive #MarketNews #CNBC #cnbctv18 #cnbctv18digital

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