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Transcript
00:00Hello, my name is Siddharth Kheem, which is the Retail Research Head of Muzulah Loswar Financial Services.
00:07Today, when we are together, we feel like there is a place in September of 2024.
00:17We feel like there is a place in the future.
00:36Thank you very much.
00:40Thank you very much.
00:47I hope you enjoy the market.
00:50We have two-three reasons for the global trade deal.
00:57The Indian government also has some steps to make a trade deal.
01:03I feel like it is a very positive step.
01:06We have two-three reasons for this quarter.
01:11We have seen the corporate earnings.
01:14We have seen some recovery here.
01:17The RBI has reduced interest rates.
01:21The government also has some income tax relief.
01:27We have a big structural change.
01:30We have two-three reasons for the GST 2.0 reforms.
01:34We have two-three reasons for the consumers' spending power.
01:40The market is more great.
01:41For the market.
01:43The market is more so and the market is more like the market.
01:47We have two-three reasons for the business.
01:49And of course, we have two-three reasons for the bought-out,
01:52the market already has a sales plan.
01:54And in this case, we want to say that corporate earnings will be improving.
01:56valuations be kaffi comfortable है और जो Q3 के लिए जो डिमांड फोर्कास्ट है जो वहां पर कही ना कही
02:03management's across board especially जो domestic focused consumption focused sectors है उनकी
02:10expectations है कि growth revive होगी festive season था फिर उसके बाद wedding
02:15season है फिर उसके holiday season है तो यह सब को देखते हुए मुझे लगता है कि आगे
02:20चल कर यहां market में एक अच्छी momentum बननी चाहिए है
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