Future Mega Trends: Manish Chokhani's view on EVs, AI, and Energy
1/10
Market expert Manish Chokhani, in an interview with ET Now, shared his insights on market trends and global investment opportunities. He discussed the growing digital economy, the potential of platform companies like Zomato, Paytm, and Policybazaar and explored the future of sectors such as energy, AI, digitization, and the transition from internal combustion engines (ICE) to electric vehicles (EV). Lastly, Manish emphasizes the importance of global diversification for investors in today's market.
ANI
2/10
According to Manish Chokhani, platform companies like Zomato, Paytm, and Policybazaar are gaining substantial market share in India. These companies benefit from the growing digital economy.
However, Manish points out that the critical question is whether their stock prices will reflect their growth. Investors must ask if these stocks can deliver the returns expected in the long run.
iStock
3/10
Manish Chokhani says company growth doesn’t always translate into stock price appreciation. Using Infosys as an example, he notes that the company’s market cap doubled in 20 years, but its stock price didn’t experience rapid growth. Manish explains that even strong companies may not see significant stock price increases if bought at high multiples.
Agencies
4/10
Manish Chokhani emphasizes that investing in companies at high multiples requires patience and a long-term perspective. He suggests a 20-year investment horizon for optimal returns. According to Manish, not every stock will offer immediate returns, but over time, more opportunities will arise. He advises investors to wait for the right moment to invest.
Agencies
5/10
Manish Chokhani says market cycles provide opportunities, especially when mid and smallcap stocks drop in value. He believes that quality companies become more attractive during market corrections. Manish highlights that patience is essential — when prices drop, excellent opportunities to buy high-quality stocks at a discount will appear.
IANS
According to Manish Chokhani, several mega-trends are reshaping the market. These include the transition to renewable energy, advancements in AI, the ongoing digitization of the economy, and the rise of platform companies. He particularly focuses on the shift from ICE to EV, which is poised to transform the automotive industry. Manish urges investors to pay attention to how these trends will drive future growth.
TIL Creatives
7/10
Manish Chokhani believes that due to the country’s lack of charging infrastructure, India may initially lean towards a hybrid model, combining ICE and electric power. While Manish acknowledges that companies like Mahindra are responding well to the EV shift, he remains uncertain about what products leaders like Maruti will offer. Additionally, Manish notes that foreign companies like Tesla and BYD could disrupt the market, making predictions difficult.
ETMarkets.com
8/10
Manish Chokhani stresses that, as India grows into one of the world’s largest economies, investors must look beyond domestic markets. He argues that limiting investments to India can mean missing out on global opportunities. Manish encourages investors to explore markets in China, Europe, and the US, where there are cheaper and more innovative options in sectors like AI, EVs, and healthcare.
ETMarkets.com
9/10
Manish Chokhani makes a compelling case for global investments, pointing out that companies in China, Europe, and the US are leading innovations in sectors like EVs and biotech. He argues that focusing solely on India may cause investors to miss important global opportunities. He suggests that by diversifying globally, investors can access emerging trends and high-growth stocks that may not be available in the Indian market.
Agencies
10/10
Manish Chokhani emphasizes the importance of a long-term strategy, especially when investing in high-growth sectors like digital platforms. He stresses the need for patience and global diversification, encouraging investors to look beyond India for opportunities. Manish believes that global investments offer access to innovations worldwide, helping build a balanced and future-proof portfolio.
ETMarkets.com
