00:00Hello and welcome to you, Good Returns, I am with you, I am with you.
00:101 February 2026 is very close to the country's union budget.
00:16It is not just a person who is not looking at it.
00:20The markets are also looking at it.
00:23In the budget there is something that will be a thumbs up.
00:26Is it really going to be something that will not come to Bazaar?
00:30Is it really going to be something that will not come to investors?
00:32This is all very important to understand.
00:34Bazaar's budget expectations are also very important to understand.
00:38For this to understand, today in the show we have a very special guest.
00:42Raviy Singh has been together with us.
00:44Sir, it is a very good return.
00:46Thank you for joining me.
00:49Raviy Ji, first of all, we know the mood and mood.
00:53What is going on in the pre-budget?
00:55How are you looking at Bazaar?
00:57How are you looking at Bazaar?
00:59What are you looking at Bazaar?
01:01What are the expectations of Bazaar in 2020?
01:03Look, if you are looking at Bazaar in 2020,
01:06I think the expectations of Bazaar today is looking at the market.
01:11The market is looking at the market.
01:13I think that when the government has started the budget and the economic service has come
01:22to the market and see the reversal of the banking counter, FMCG counter, pharma sector, auto sector,
01:30all of them have lost a little bit and there is a buying momentum. If you are talking about
01:35Nifty, which you follow the index, I think that in the index, I think that you can see the
01:41So, overall, some of you have said that the economic survey has already put something good in the market.
01:51And if you look at the details in detail, you will find that the budget will be good for the market.
02:02You will find that the budget will be good for the market.
02:08And the economic survey will be good for the market.
02:11Does it reduce the volatility of the booster dose?
02:16No, I feel like the booster will be good for the market and the volatility will increase.
02:22If you look at the market, the economic survey will be good for the market.
02:40So, if you look at the market, the market will be good for the market.
02:52The market will be good for the market.
02:54The market will be good for the market.
02:56You know, absolutely not nitrogen fading away, it will mean that the slogan results are more efficient.
03:10It will be good for the market too.
03:13To the market.
03:14This will only be better as a journey.
03:19And how it will depend against the market,
03:22what you need to see, you need to increase the capital here, government support, government policies are good, domestic growth is good.
03:33I would like to give an example, as you have seen that the manufacturing data is coming from this point,
03:41I would like to give an example of the manufacturing data, which is very positive.
03:52Second, the government talked about technology, which is talking about information, logistics, AI-driven, digitalization,
04:03all of them will be positive.
04:07They also have a good expense to the government, which will be built up.
04:13So, this is the 360 degree here.
04:19If you talk about other countries,
04:23when you talk about panic, you can go to jobs,
04:26it will probably not be so valuable for India.
04:30Yes.
04:31If you look at this whole matter, this whole scenario,
04:35the expectation is that if the capital gains tax will increase,
04:39then it will be a positive signal for the bazaar.
04:41But the capital gains tax will also be necessary,
04:45because it will also be a big impact on the bazaar.
04:49If the capital gains tax changes in any other way,
04:53what will the share bazaar impact impact on the bazaar?
04:58What will the share bazaar impact impact on the bazaar?
05:01Yes.
05:02Yes.
05:03Yes.
05:04Yes.
05:06Yes.
05:07Yes.
05:08Yes.
05:09Yes.
05:10Yes.
05:11Yes.
05:12Yes.
05:13Yes.
05:14Yes.
05:15Yes.
05:16Yes.
05:17Yes.
05:18Yes.
05:19No.
05:20Yes.
05:25Yes.
05:29So, you will see the market as well and you will see a little bit of support of stocks and liquidity.
05:37The trend in the market will reverse reverse.
05:40On the other hand, generally, what do you do?
05:42You always try to do it.
05:44When you talk about tax, everyone thinks that in my pocket,
05:47you need to get everything in my pocket.
05:50You need to get everything in your pocket.
05:52But if you want to get everything in your pocket,
05:55if you want to improve the market,
05:56if you want to reduce,
06:24But the people who are interested in the income tax
06:28and in the past few months we have seen a lot of involvement in the last lap
06:31and we have seen a lot of involvement in the retail market
06:35and the investments are very rapidly growing
06:38and the investments are always getting inflows on the market
06:42So now we are also hoping that in the income tax
06:45there will be a lot of inflows in the market
06:50Look, there is a little need
06:53It will be a lot of interest in the market
06:56It will be a lot of interest in the market
06:59I hope that if the whole budget is public oriented
07:04but the government has given a lot of indications
07:07For example, the trade deal, import duty
07:10and the GST cut is very aggressive
07:13and the economy in the auto sector
07:17and the GST cut also
07:19So the government has started to talk about it
07:22and if you understand this whole
07:26So I think that the new tax regime and old tax regime
07:29may have a little bit of interest in the market
07:33or say that it may be one scheme
07:35and on the other side
07:37there is a little slab here
07:39and this is the limit of interest in the market
07:40that is the $12,000,000
07:41So the limit of interest is greater than $13,000,000
07:43or $14,000,000
07:44The equity market feels like a thumbs up in the mood, if the income tax goes into the income tax.
07:51Look, there will be a thumbs up in the 100% of the equity market.
07:56It will be very good to see you in the next market.
07:59You can see the pre-budget rally in the first place.
08:03If you go to the specific sector-oriented rally, you can see more for example.
08:09Because in the same way, there are different sectors in the market.
08:14Like the farmer sector can see a little dicey situation.
08:18In the auto sector, there will not be any problems in the auto sector.
08:21But the banking, auto, power, energy-related stocks and AI-related stocks.
08:27And also the defense counter, which people always keep their attention.
08:32I think that in the budget-oriented rally, they will all rise.
08:35The budget is changing, sir.
08:37There is a lot of time on the budget stocks.
08:41But this time, some of the time, there has not been a good performance.
08:47In some months, if you look at it.
08:50So, will there be budget stocks on the radar?
08:53Who are the preferable stocks in the budget stocks?
08:56Who are the radar on the radar?
08:58Who are the sectors of the boom?
09:00You want to ask for portfolio investors as a whole.
09:05And I think that the opportunity is always good.
09:09Sometimes it is good, sometimes it is bad.
09:10But in this time, if you go to the fundamentals, then you find there is some risk in geopolitical tension.
09:19Some risk in higher volatility, crude oil prices, manufacturing data, U.S. home sales data.
09:27These numbers hit the domestic market at the upper level.
09:31And this has an impact on the market.
09:33When you have confidence in the market, it is weak.
09:38So, there is a strong policy and higher capex.
09:43The government is increasing.
09:45Now, what will it increase?
09:46What will it increase?
09:47What will it be specific?
09:48Look, I have 5 stocks identified in my identification.
09:52If you take it and take it, the first stock is PFC.
09:57Power Finance Corporation.
09:59I think this stock is a good price.
10:02This is 8-10% of the rally.
10:04You can see in the budget of the week.
10:07Stop loss.
10:08So, you can buy it with 3% of the stock loss.
10:11If you talk about the other stock,
10:13all the railway counters.
10:14I think you need to pay attention to the leader.
10:16And at this time,
10:17J.W.L.
10:18Jupiter Wagon,
10:19which comes from the railway sector,
10:22you can focus here on the railway sector.
10:24I think that you also have 18-20% of the upside momentum.
10:30Let's talk about the third stock.
10:32So, I think you need to go back to the defence counter.
10:36And I think there are 2 counters.
10:38The first is MassDog.
10:40Usually, people in the portfolio,
10:42but in the current level,
10:43it's very attractive.
10:45So, you can focus on MassDog here.
10:48You can use your portfolio.
10:49You can use 2-3 days.
10:50Upward momentum,
10:51and you can use 2-3 days.
10:53And I think that the fourth stock is going to be
10:55I'm going to go with this kind of stock.
10:57I want to take a different counter from the defence counter.
11:01Which you can see,
11:02HAL.
11:03It's a lot of times.
11:04It's a lot of aggression.
11:06And it's a lot of aggression.
11:07So, in the budget time,
11:08you can see a rally here.
11:11So, I think that you have 4 counters.
11:14You can see the same upward confidence.
11:18And the next counter,
11:19you want to take the banking counter.
11:21That's the SDFC Bank.
11:22Which can see the current level.
11:23Upward momentum here.
11:25So, you can take it here.
11:2712-13% of the upward momentum.
11:29In the weeks.
11:30How are you looking at the consumption basket?
11:32You should not keep the focus on consumption basket.
11:37Look, FMCG and consumption, manufacturing.
11:40In all these stocks,
11:42if there is momentum,
11:44it will not be sustainable.
11:45And investors have seen great corrections.
11:47So, I think that you have to go to the budget-specific rally.
11:50So, I think that you have to get a stop from the budget-specific rally.
11:53So, I think that the trend is your friend.
11:57So, let's go with the trend.
11:58And if you have a friend,
12:00then you will make the railway banking and defence counter.
12:02Yeah,
12:03you do have to go to an emergency.
12:04Yes,
12:05We would like to ask a question about the budget-specific rally.
12:07Sir,
12:09India has a deal that has had a good demand in the auto sector.
12:11In which,
12:12there had an expectation on the auto sector.
12:13That was good on the market.
12:14That's why,
12:15I would like to move on,
12:16because in the auto sector,
12:17you don't have mentioned it.
12:18We talked about the consumption-
12:19on the development sector.
12:20The auto sector is too volatile in which for you.
12:21In which,
12:22the trade-effective rally sector.
12:23If you were saying,
12:25You have said exactly what you said.
12:27But,
12:28I have to understand the fundamental point of this first,
12:31so technical means entry or exit
12:33we will have to understand that
12:35the government has already dropped the GST rate
12:37a few months ago
12:39and after that, the auto companies
12:41who had already had the inventory
12:43had to cut a lot
12:45so that you have to see the companies
12:47negatively
12:49on the other side
12:51now the Eurozone deal is
12:53showing you a little pressure
12:55because
12:57the units have come
12:59the benefit is
13:01the current unit
13:03will be stuck
13:05because if you are going to sell
13:07the customer will say that your import duty will be reduced
13:09so we need to cut the price
13:11but the stock will impact
13:13in short period
13:15it will be a little negative
13:17longer term growth
13:19if you look at this sector
13:21slowly and slowly
13:23in a long period
13:25you will see a lot of investment
13:27but
13:29this is not a right time to buy
13:31at auto sector or auto industry
13:33at current market price because you may see
13:35correction around
13:375-8% from the current level
13:39so the policies
13:41if you settle down
13:43then you can get more
13:45in the stock market
13:47it is a very simple
13:49very simple
13:51when you go
13:53you have to make a strategy
13:55after that
13:57yes sir
13:59the last question
14:01how to handle
14:03how to handle
14:05and what the government's
14:07fiscal discipline
14:09budget policy
14:11what will be done
14:13what will be done
14:15the most important thing is
14:17what will be investment
14:19if you go
14:21then look at the equity market
14:23gold silver prices have been increased
14:25so that you are going to put your hands
14:27and look at the equity market
14:29the growth of the last two years
14:31we got a constant growth
14:332-3% of the returns
14:35or 10% of the returns
14:37so you have the opportunities
14:39where are you
14:41you have the specific opportunities
14:43and after the budget
14:45you have to make sure
14:47that you are going to make sure
14:49that you are going to make sure
14:51the government is
14:52the last record
14:53that you see
14:55power and green stocks
14:57which have been updated
14:59EV stocks
15:00which have been focused
15:01chip stocks
15:02which have been focused
15:03infrastructure stocks
15:04which have been focused
15:06because the government's
15:07full focus
15:08which have been seen
15:09in many budgets
15:10every time
15:11the impact
15:12in your portfolio
15:13just buy good things
15:15buy good things
15:16buy good things
15:17buy good things
15:18buy good stocks
15:19buy such stocks
15:20that you provide
15:21good liquidity
15:22which have good volume
15:23which have strong
15:24good fundamentals
15:25don't buy such stocks
15:26like that
15:27when you listen to the real
15:28or Instagram
15:29and buy
15:30and then
15:31after all the years
15:32they have to sit
15:33and ask
15:34what will happen
15:35when will we start
15:36and make sure
15:37that you need to keep
15:38the other important thing
15:39that the government
15:40is going to be
15:41This is a long-term innovation, so you can get a good opportunity for a long-term innovation.
15:48Thank you Raviyya for joining us.
15:51Today we have clear all the expectations of the budget.
15:54What do you want from the budget of the budget?
15:58How can you get a thumbs up from the budget of the budget?
16:01What should you do to join us?
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