Manish Chokhani on Global Reset, India’s Trade Edge & Investing Smarter | mStock Podcast

In this episode of Bazaar & Beyond, Manish Chokhani (Director, Enam Holdings) explains why 2025 could be a historic turning point for global markets and India's position in the new world order.

He explains:
✅ Why the rules of the game are being reset globally
✅ How India can win from new trade alliances
✅ Where investors should look for opportunities and risks in a changing world
✅ Practical lessons for retail investors on valuations, cycles, and long-term thinking
✅ The mindset and books that shaped Manish Chokhani’s investing approach

Whether you are an experienced market participant or a retail investor looking for clarity, this episode will make you think differently about what lies ahead.

Timestamps:-
0:00 Introduction
1:49 What makes Manish optimistic about today’s markets
5:55 Awareness of market trend shifts among the current generation
7:42 Investor perspective on India’s decision to opt out of the RCEP agreement
14:20 Manish’s take on how tariff reductions impact the Indian economy
17:13 Manish’s personal market failures and the lessons learned
20:12 How to forecast and decide on holding stocks for the long term
23:50 Underappreciated sectors with strong future growth potential
26:03 Manish’s favorite book recommendation for investors
27:18 Summary and closing thoughts

Disclaimer: These are not any recommendations for any sectors, funds or stocks and are meant only for educational purposes.

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Видео Manish Chokhani on Global Reset, India’s Trade Edge & Investing Smarter | mStock Podcast канала mStock - Mirae Asset Capital Markets