00:00Bazaar
00:30Bazaar
01:00Bazaar
01:02Bazaar
01:03Bazaar
01:05So, what do you think is that in today's session, we will see a level of 25,200 across the market?
01:17On the other hand, I think that we will close our 25,200.
01:25But if you look at the last tariff discussion, there is an attack.
01:37Plus, if we talk about IT companies' results, the projections are also uncertain because of the tariff issues.
01:46So, except for HDFC Bank and ICSA Bank, which has posted a good result,
01:50you can say that there is an in-line performance from HDFC Bank side and outperformance from ICSA Bank.
01:58So, currently, we are seeing a good move in banking stocks.
02:04Plus, SBI recently has 25,000 crore QIP issued capital raised.
02:10That will help, what you say, support PSU Bank stocks.
02:14Okay, so this is my other question.
02:17But you have to tell us that if we have to put money,
02:20then we will make a look at banking stocks.
02:23This is the trade deal.
02:27So, we are looking for market, we will be looking for 1 August.
02:31We will be looking for 7 days.
02:34So, what do you think?
02:35So, what do you think?
02:36The result season is not too much to say that the result has driven the market a little bit.
02:44Which trigger will be that the market can show upside moves beyond the trade deal?
02:49Do you see anything you can see?
02:50So, you have to continue for this.
02:51You should be sending back to the market.
02:52And then, you should have coming into account between the market.
02:54That you need to be looking for a tax and去 fee.
02:55So, this 2015, first of all,
02:56Is it really possible to see the price for the market?
03:00HISTORY FROM THEMUS.
03:01So, this also has an increase in the market.
03:03So, the cost of the market is also for the market-reviewed-level market.
03:04So, the cost of the market has been given the market.
03:05If the market is more than the market a little bit,
03:08It potentially is more the cost of the market is higher than the market.
03:09So, this is no cost of more than,
03:11So what does it cost to the market?
03:12So, this is the price of the market.
03:16The product market is the price of the market.
03:18So we can see a big up move in markets. Second thing, this time Bajar's expectation in terms of result is quite low. So if there is a good comment or a good result, then we should focus on that stock.
03:37So if there is a good result of any stock, because now the result is good. And if there is a good expectation, then we can see a good result.
03:50So currently Bajar is totally on earnings because now we all know that trade deal is now off the table.
04:02At least we might not see a deal. But over a period of time, if earnings growth is back, which is our expectation is that from Q2,
04:13we will see a good earnings growth coming in. Then the market can have an up move along with the liquidity coming back in the system,
04:21both from FIIs and from the domestic institutional investors.
04:24The market's liquidity and Q2 results, which will be in trade deals, beyond trade deals,
04:31which can be an upside move to the market.
04:33The condition is that if the results are good, because the results are not good until now,
04:38and the season is still going. If there is a company that will be a good result,
04:42which will be exceptionally good, then the market will be good in stock specific.
04:47So I think there will go.
04:48So something like that.
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