00:00uh sir bazaar to bada khush hai tine din ki pehri bat toh chutti mili lekin eek joh
00:06hoota hai na ki pehla din ae ga thudhi si nervousness thi ki trump putin ki meeting
00:10hooghi uske baad me p.m. Modi nai aelan kiya gs t waala aur jahaan tuk hamari
00:15semaj hai aisa lag raha hai ki gs t ke aelan se pura bazaar khush ho ga
00:19kiya lagta hai aapko gs t ka hi aasar hai ya fir kuch or karen bhi hai iske pichhe
00:23hai dheke karen toh 2-3 hai lekin joh sabse bada karen gs t ka hi hai
00:29I mean you know joh 15th august ka din tha tabhi modi ji ne kaayi ki you know diwali
00:35se possibly gs t ke rates me badlav ae ga abhi joh 28% ka rate slab hai 12% hai 5% hai
00:43isko dho hi slabs me finally you know fructify kiya jayega aur iska matlab kya hai ki kaaphi
00:49aise sectors hai joh 28% gs t deethe hai toh unko abhi 18% deena padeega kai aise
00:55products or services hai jaha pere you know you know five percent ya basically
01:00real histori ki baadi ko baki ko baki kata
01:03toh yye definitely consumption ke lihe e ae bhot ba ba boos t aja dehi
01:06india mein consumption price sensitive hota hai aur
01:10jahaan pe bhi price ki cuthoti hota ya consumption badtai
01:12So you can see that FMCG, insurance companies, auto-mobile companies, so all these companies
01:20will be faster because the end product will be more and more.
01:24It will definitely be the benefit that customers will buy more, the demand will grow,
01:28the financials will improve.
01:30So this cycle will be better.
01:32So this is the other thing.
01:34The other thing that Russia, Putin and Trump,
01:40is not a conclusion.
01:42But at least the tone was positive.
01:46The most important thing is that the market is thinking about
01:48the 27th August of the deadline,
01:50India's tariff announced,
01:5250%,
01:53no one will change.
01:54Because India is a big consumption market,
01:56which the US cannot ignore.
01:58So definitely I think all these factors are playing out,
02:00but the GST factor is the biggest play.
02:04So you can see the gap-up opening today,
02:07and the market is definitely a thumbs-up.
02:09So hopefully the second half,
02:10the corporate sector,
02:11it will look good in this move.
02:15Okay sir,
02:16this is today's talk.
02:17Because now,
02:18thank you for all these things.
02:19Trump-Putin meeting,
02:20that was also on the weekend.
02:22And the 5th August,
02:23the announcement that
02:24Bazaar has been encased.
02:26As you said,
02:27no news is the good news.
02:28That PM,
02:29Putin and Trump,
02:30and Trump,
02:31there was no bad news.
02:32But there was no bad news.
02:33So Bazaar thought,
02:34let's go,
02:35something is good.
02:36It's not bad,
02:37it's not bad.
02:38It's not bad,
02:39it's bad.
02:40So Bazaar is good.
02:41Now,
02:42I know that today's start,
02:43the market has been growing.
02:44But what do you think
02:45that this rally will sustain?
02:46How are you looking at the whole week?
02:48How are you looking at Bazaar?
02:49Now,
02:51it's up to now.
02:54Now,
02:56it's good news.
02:57Now,
02:59it's good news.
03:01I don't know.
03:02I agree.
03:03That's the fact that
03:05the market is good.
03:06But for me,
03:07I guess,
03:08I act on the business.
03:09You will see such a good news as well.
03:11I think so.
03:12All the
03:14and so,
03:16it's an amazing news.
03:18We normally, investors and clients,
03:20we always buy a market,
03:22and if the market has a gap,
03:24then you have to wait a little.
03:25This is probably one-two day after a rally,
03:28you can see a little bit of a gap.
03:30Because investors are not coming,
03:32maybe speculators are coming,
03:34which are the price advantage.
03:36But obviously, the market is correct,
03:38then you will make a good chance.
03:40It's not like a short term.
03:42The GST is actually a long term kind of re-rating.
03:46Thank you very much.
04:16Thank you very much.
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