Share Market Live: Donald Trump का India पर असर| Share Market Fall| Sauda Khara Khara| GoodReturns

Stock Market Live:
ट्रंप के बयानों का बाजार पर क्या होगा असर? ट्रंप की वजह से क्यों Volatile रहेंगे बाजार?
Stocks को लेकर अगर आपके पास भी है कोई सवाल तो जुड़िए हमारे खास शो 'Sauda Khara Khara' से. 9354831271 पर व्हाट्सऐप के जरिए आप अपना सवाल पूछ सकते हैं. Senior Market Analyst, Dr Ravi Singh देंगे आपके हर सवाल का जवाब.

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Transcript

00:00Let's talk about today's market. Yesterday, we saw a downpour in the share market. After

00:10taking oath of US President Donald Trump, we saw a big downpour on Tuesday in the Indian

00:16share market. After June 2024, Nifty had dropped below Rs. 23,000 in the intraday. This index

00:25fell to Rs. 22,976. However, when the business closed at around 3.30 pm, we saw a recovery.

00:32The increase of 99 points came here. Nifty closed at Rs. 23,045. If we talk about BSE

00:41Sensex, yesterday, there was a fall of more than 1200 points and it closed at Rs. 75,838.

00:50Today, Nifty opened at Rs. 76,114 and BSE at Rs. 23,099. After yesterday's downpour, the

01:00market seems to be rising. If we talk about the big factors of yesterday and today's

01:07recovery, what are the reasons? There is no doubt that the villain of the Indian market

01:14is the Trump policies. After taking oath of US President Donald Trump, the tightening

01:21and economic policies of US President Donald Trump are having a negative impact on the

01:29Indian market. The Indian market was already trading in a negative territory. Levels were

01:36going down. The sell-off was continuing. Whether you look at the FIIs or the investors,

01:43after triggering it in the market, the hope that has arisen today is that there is a bounce

01:50back after yesterday's fall. The SDFC results did a little support here, but I feel that

01:56the market trend is still in a downward trajectory. The impact of the budget is not being seen

02:03. In fact, if we talk about the reality counter, then from 1st January to 22nd January, more

02:12than 15% of the reality counter has fallen. So, the overall sentiment here is a little

02:18poor and Trump's policies have triggered it in a way and due to that, in the coming time,

02:24such as the export policies or the visa policy, which has been talked about tightening, all

02:32these impacts can take it to a negative sentiment.

02:37So, due to Trump 2.0, will we see more volatility in the market in the coming days?

02:43Absolutely, volatility can be high here and the way the decisions of the policies will

02:50start, the announcement that will be made in the future, if we look at it, then I feel

02:55that the territory of the market will be a little negative, but there will be a need for

03:00vix here, there will be a need for vix, there will be a big difference in the down and up.

03:03Absolutely, sir, when we did the live show of Sauda Khara Khara, you said that by

03:08March-April, the market can see the fall. So, one of our factors has been Trump, whose

03:13effect can be seen in the coming days. Apart from this, what are the factors that

03:18will affect the market in the coming days?

03:23Look, there is no doubt that FIIs are selling continuously, FIIs are not showing interest

03:28in buying, this is what has been seen here for the last 6-8 months.

03:32On the other hand, if we look at it, the way the investor is suffering a loss, a stop-loss

03:37is being triggered, the position of people is being lost. This is also a big factor.

03:42If we look at the third side, the earning of the quarter is now looking impactful.

03:47There are many results that are not looking positive. There is an example in front,

03:51Zomato is an example in front of you. At this time, there is a big fall in Sugi.

03:55So, the negative sentiment that has been created here can have a very big impact.

04:00But for now, I feel that in the coming time, earnings and geopolitical tensions and

04:06the policies of the Fed and the statements of Trump will depend to a great extent on

04:12taking the market towards negative sentiment.

04:15Absolutely. Sir, what do you think, the Union Budget which is coming on 1st February,

04:19can it be a bit of a life-threatening thing in the market? Can the market rise a bit at that time?

04:25Mr. Bhavra says that the burning lamp burns a little more quickly.

04:29This is the state of the market. The market is trying to survive on the expectation

04:35but I feel that even in the budget, there will not be any special surprise this time.

04:40And that surprise will be seen to be wiped out very soon.

04:44Wipe out means that do not expect more than what you are expecting,

04:48otherwise you can get hurt.

04:51So, I feel that in the sentiment of the market, there will definitely be a pullback,

04:55there is no doubt about it, but there will be no confidence.

04:58Sir, what are the sectors whose positive and negative impact can be seen on Trump 2.0?

05:05Let's talk about both of them one by one.

05:08First of all, if we go to the negative, then you can see IT here,

05:13export-based companies can be seen here.

05:16If we go towards the positive, then I feel that the sentiment of the market is bad here,

05:20so we should stop for a bit for positive sentiment.

05:23But yes, it is in this that IT and especially our export-based companies

05:28should definitely make a distance from them.

05:30You can see a lot of impact in them.

05:32And in the IT counter, there can be a sign of a bigger fall.

05:36Sir, you were talking about FIIs, so we have been seeing from the beginning,

05:40since the start of 2025, that there is a lot of fuss in the market.

05:44Now, the Trump factor has also been added.

05:47So, in this, do you think that the trust of FIIs in the Indian share market

05:51can be shaken even more?

05:53Because if we leave January 1, then by January 20,

05:56we have only seen the bickering.

05:58And by January 20, there has been a total of 51,000 crores of bickering.

06:03So, do you think that their trust in FIIs can be shaken even more?

06:08If you look at it, then from September and October,

06:12the confidence of FIIs has completely shaken.

06:14And after that, there was an announcement that they are waiting for the result,

06:18how Trump will come or what will happen.

06:20And when Trump came, then the relations that they have with India,

06:24they have also come to a red alert from somewhere.

06:27So, if you look at all these factors, then there is no confidence of FIIs.

06:30On the other hand, it is not that Trump's policies are only against India,

06:36but I think they are also very much against China.

06:38And if there is such a sentiment, then the confidence of FIIs is added to it.

06:43And it is clearly visible here that you can get more confidence in the bond yield.

06:47So, you will go towards the bond, not towards the stock market.

06:50So, that is why the bond is attracting more here.

06:53Plus, if you look at the US Treasury, then it is also getting a little attractive here.

06:57The investor is getting more there.

06:59So, I think that the overall sentiment is becoming a little negative for FIIs.

07:05So, sir, are there any announcements in the budget to increase the trust of FIIs,

07:09whose expectations are there?

07:10See, to increase the trust in the budget,

07:13you will have to reduce the target of fiscal deficit.

07:16You will also have to do expenditure,

07:18which can't be 2 and 2, 4, 2 and 2, 5.

07:22So, I think this is a factor from somewhere.

07:26Secondly, if you want to increase liquidity, then the risk of inflation increases again.

07:30So, this time, there is nothing special to please the FII in the budget.

07:35Absolutely. So, sir, what are you able to see?

07:37Can Trump 2.0 create difficulties for our Indian rupee in the coming days?

07:42When your show started today, I said that Trump is seen as a villain for Indian markets.

07:49And the reason for that is that if I try to write all the factors on a paper pen,

07:54then I get 5 negative factors and 1 positive factor.

07:58So, this sentiment is getting very poor from somewhere.

08:01Absolutely. So, sir, what strategy should investors adopt at this time?

08:06Because we have already discussed that these days there are no chances of positivity in the market.

08:11So, what strategy should investors adopt at this time?

08:14And because our investors have a lot of expectations regarding the budget,

08:19so before the budget, would you like to give a target to the market?

08:22Look, Mr. Bhawana, I will definitely share one thing with you about the market of this deal.

08:28You will remember that we talk about very limited investment.

08:31And when investment was talked about after Diwali,

08:35it was said that exposure on less stock and not to invest more than 30% of the money in the market.

08:40We have tried a lot to raise awareness through your program.

08:44Still, there is no attraction here.

08:47Earlier, I said that leave Diwali pick this time.

08:50Again, I said that leave the year-end pick.

08:52Now, I will say that we have to leave the budget pick as well.

08:55Because because of this pick, your picture is going to be ruined.

08:59And from somewhere, that sentiment is not visible in the market.

09:02But there is a market, there is exposure, there are stocks, there is investment.

09:06If we go here, then I think it is okay.

09:09You invest, but invest only 30-35%.

09:12Save 65% and 60% money.

09:15We will get more opportunities in the future.

Share Market Live: Donald Trump का India पर असर| Share Market Fall| Sauda Khara Khara| GoodReturns

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