00:00Now we want to be able to gain some of our own shares.
00:04These are big shares and heavyweight shares.
00:07If today we say that it's going to be in the middle of the bazaar.
00:12If you want to buy shares in this market,
00:16if you want to buy shares,
00:18then you will recommend which two stocks?
00:22First of all, we have two sectors.
00:24One is PSU banks, which are highly focused.
00:27We can get a trading opportunity in PSU banks.
00:31Second, capital market stocks like Anuama,
00:35like Kams, like Carvay,
00:38there are very opportunities.
00:40If we look at PSU banks,
00:42I think that the upside is limited to 848-850.
00:47Bank of Baroda is the second PSU bank,
00:51where we can get 5-6% of the momentum.
00:55So in PSU, the momentum is very aggressive.
00:58The RBI has the last three months of liquidity push.
01:01I think PSU banks and NBFC.
01:04In both sectors, there are a lot of liquidity.
01:06And in the second quarter,
01:08there are a lot of liquidity growth,
01:10and loan growth.
01:12Second, capital market stocks,
01:15companies tend to make these opportunities.
01:19This is a global trading strategy,
01:24with some of our skirts,
01:27we mestize this,
01:28and it's much different to corporations.
01:29I don't want to make these other stocks,
01:30but my team hasagne as well.
01:32And their market stocks
01:33are really important to check up with the other stocks.
01:34Yes, obviously.
01:35Yes, obviously.
01:361 minute.
01:37Let's talk.
01:38Yes.
01:43First, I have CAMS.
01:46Yeah, CAMS.
01:47Second is LUAMA.
01:51Okay.
01:53Third is CARVE-Fintech.
01:56Sorry sir, come again?
01:58CARVE-Fintech.
02:00Okay, CARVE-Fintech.
02:01K-Fintech.
02:02If you want to do a fresh buying,
02:05there is a lot of money in the banking stocks.
02:08HDAFC and Bank of Badawada.
02:12And the other, CAMS, NOAMA,
02:15and CARVE-Fintech.
02:18CARVE-Fintech.
02:19You can buy these stocks.
02:22Sir, how long do you want to make these stocks?
02:25It's a trading opportunity.
02:27We can build up a position from 5 to 6 days.
02:30Okay.
02:31Short term.
02:32If you want to make these stocks,
02:33then you can buy these stocks.
02:35Okay.
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