00:00Let's talk about today's market. If we first talk about Tuesday, then on Tuesday, the market
00:10closed with a little increase. About 170 points were seen to increase and the closing of Sensex
00:17was at 76,499. After a four-day fall, the market was green yesterday. If we talk about today's
00:24opening, then the opening of Sensex has been at 76,900 and the opening of Nifty has been
00:31at 23,250. Sir, we have been seeing since October that there is a fall in the market. Even now,
00:38there was a fall in the market. The market was falling for four days in a row. After that,
00:43it has been seen to be a little stable here. So, the green mark in the market, which was
00:48seen at the time of closing yesterday and today at the time of opening, and the market
00:53is still doing business a little carefully. So, how long will this recovery last?
00:58Look, right now, there is more confidence in the market. Mr. Bhawana should not be here
01:04right now. If you look at the market at this time, you can see the positivity of the budget
01:13. And because now after the holidays, it is said that people's support has increased
01:18in the market again. From somewhere, it seems that there will be a good moment in the market
01:23now, but I feel that the market is not able to gain that confidence here. So, I think
01:28there should be a policy of a little wait and watch. You should not go to a very aggressive
01:33market. The trend of Nifty is still down until the closing of 23,500 does not come. But
01:39what you just said that in the budget expectation, small moves will be seen upside. It may be
01:46that false trend is visible. But right now, if you want to go with the market, then you
01:51will have to follow the good return here.
01:53Sir, what levels will you give for this week and what strategy will you advise to adopt
01:58if we talk about this particular week?
02:02Two things are clear. Right now, Nifty is running at 22,300. If it goes above 22,350,
02:08then buy on Nifty. There will be an upside target of 23,600. But if you are looking at
02:14Nifty at the current level, then I can see a little correction. Until it reaches the level
02:19of 22,800, there is no advice to buy fresh. So keep in mind the condition. Buy above 23,300
02:26and BTC trade. Otherwise, keep a little distance from the market and sell zone. The market
02:33can be more dominant here. You will get to see this trend in the next two to three days.
02:38Absolutely. So, sir, which sectors will be there in this? Because as you have also discussed
02:43that there are budget expectations, so FMCG, Pharma, IT has happened in this. So, there
02:48is also hope that there can be some big announcement in the budget. Especially if we talk about
02:53Railway and Infra, then which sectors can be put on stake in this?
02:59If we go to the top priority in the sector, then first of all, you can see the stocks of
03:05the chemical and fertilizer industry here. If we talk about the second sector, then obviously
03:10that the railway has been in a consolidation zone for many days. 30 to 40% of the stocks
03:15have been corrected. When the government's policies are decided here, then there is a
03:20little upward move here. And if we talk about the third sector, then we are seeing geopolitical
03:25tensions around us. And in India, there is a lot of budget increment regarding defense.
03:32So, the defense companies can get benefits here. So, this is clearly the sector here.
03:38But if you go to the defensive counter, then Pharma and FMCG will be a little defensive
03:43here. But on the aggressive side, you will get defense, railway, fertilizer and chemical
03:49stocks.
03:50Sir, many experts believe that the Union Budget 2025, which is going to be presented on 1st
03:56February, before that in the market, which we are seeing that the sentiment is not very
04:02good, there is a period of correction in the market. So, the current level can cause a
04:07drop of 5 to 7%. Sir, what is your opinion on this assumption?
04:14See, if I tell you, Bhavna ji, I would like to tell your viewers that the start of 2025
04:23is bad in the market till April-May and there are chances of some improvement by the end.
04:29So, there is no need to go very aggressively on any jump in the market, on any buying opportunity.
04:37There is a little risk visible. Avoid that risk. This is my suggestion.
04:42Absolutely. Sir, since we are talking about the budget and you also said that the beginning
04:47can be a little bad. After that, we will see recovery in the market and the market will
04:53look improving by the end. Mahakumbh is also going on and in this I was reading a report
04:57of Samco Securities. So, a prediction of the past 20 years was shown in which it was said
05:02that whenever the Kumbh Mela comes, it has come about 6 times and 6 out of 6 times, if
05:08we talk about Mahakumbh, then there is a fall in the market, the market gives a negative
05:13return, but if we talk about the next 6 months, then somewhere 6 out of 6 times it has happened
05:19when the market gave a positive return and on an average it gave a return of 29%.
05:24Sir, how much do you agree with this analysis, this assumption?
05:29See, I will not comment on anyone's report, but I can say one thing that everyone has
05:35their own study, their own hard work, but if I talk about Mahakumbh, there are many
05:40shops in Mahakumbh to attract the public, in which you are offered very aggressive offers.
05:47Like you must have gone to the trade fair, there you must have seen some goods whose
05:52price is 2000 rupees, they say take it for 200 rupees. What happens with that is that
05:56the public gets attracted very quickly. So, I feel that on social media and on all this
06:02you have started this type of attraction for the stock market, but you are smart, the
06:06money is yours, so you have to invest wisely and if the market works, then make it a friend,
06:11if it does not work, then accept it and at this time, if we go to the current situation,
06:16then apart from one factor, all the other factors are negative here, whether you see FII selling,
06:22whether you see the policies of the Fed here, whether you see Trump's policies about India,
06:28whether you see China's policies about metal, which industry is fighting at the moment,
06:33whether you see the virus, geopolitical tension, crude oil prices, so there are a number of
06:41things that are not supporting the market, so how much will this budget alone fight?
06:46Will it fight or win? The target is in front of you.
06:49Absolutely, sir, apart from this, the way we saw the market yesterday, we saw the green
06:54market, so in this case, Adani Group had many more shares that were seen running yesterday,
06:59but particularly if we talk about the shares of Adani Group, then 11 out of 11 shares were
07:03seen running yesterday, Adani Power also had a 20% upper circuit, so sir, on the shares
07:09of Adani Group, what will be your try for this week or before the budget?
07:14See, if you talk about Adani Power, Adani Enterprises, I do see a little pullback, but
07:21in the whole Adani Group, the most poor share is AWL, if you have it, then make a distance
07:26from it, on the shares of the rest of Adani Group, you can definitely see a little buying
07:30bias here, you will see a 3-5% upside target.
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