00:10it's very difficult to say that anymore who knows i i have absolutely no idea
00:23it does not matter to me really uh to be very honest uh me and that it needs strength
00:34or capability honi chahiye ki mahi isko hold kar se ho ek or cheese mahi nivishko ko eh
00:40bholunga ki this is a great time when you can reshuffle your portfolio you can
00:44go reshuffle kariye jhaan peh aapke bhoat portfolio mein bhoat sarhi gandgi a jatii
00:51kharab stocks a jatay hai ah aapka portfolio allocation idhar udhar begad jata hai this
00:57is the right time to bilkul aapna portfolio ko think kar sakti hain achi companies ko
01:02include kar sakti hain ka hi hain koi company aapne portfolio mein achi quality company
01:07add karna jatay hai but price bhot jada shoot up kar jata hai and we have just missed the
01:12opportunity opportunity aaj ki date mein jab stock prices itne significantly correct ho
01:16gaya hai i think it's great time to get into those stocks which we had missed out
01:20on aur jho dirt humare portfolio mein usse nikal ke fikne ka yeh sabse
01:24aapne portfolio ko bilkul achi dung se reshuffle kariye achi dung se dhekhiye
01:30or quality in peh concentrate kariye ji sir ah humne kovit dekha hai humne dot com bubble jayse
01:38crisis dhekhe hai yeh scenario kahi na kahi thoda baut waisa hi nazara raha hai hala ki long term
01:43mein aap optimistic hain aur mujha lagta hai nivishiko ko bhi zyada chinta karne ki zharu
01:48rat jiasa ki aap keha raha hai woh nahi hai lekin phir bhi kuch aise basket se jaha
01:52par dabaav zyada nazara raha hai aaj agar mein gainers and losers ki bat karo tu sirf
01:56kool india hai jho thoda positive terms me nazara raha hai nse ke chart par agar ham
02:01dhekhe o ngc kuch dher pehle tuk positive site par tha ache gains dikhha raha tha lekin
02:07abo bhi lagbag 1% dhi niche a chuka hai to oil and oil companies ke upar bhi pressure hai
02:13halan ki crude oil ke prices burn na kahi na kahi jab amne past performances dhekhi hai to oil
02:18companies ke liye positive signal ho ta hai par ya haan per energy basket ke upar bhi kaafi
02:23pressure nazara raha hai so anima bhot kuch se intimately bhi depend kerta hai when there
02:30is kahi bhaar aisa houta hai when people come with basket load to sell to woh phir
02:36yeh nahi dhekha hai ki kis stock meh rakhna hai kis stock meh bishna hai woh milke eknam
02:40se uh they just throw all the water out of the bucket to aisi situation mein jo stocks
02:46achhe bhi hote hai ya is is crisis mein benefit kar sakte hai woh suffer kerte
02:51but still if you look at it uh some of the oil producing companies are the stocks have fallen
02:57much lesser than what other stocks have um so nah but look this is this is something which is quite
03:04natural happens all the time so ongc other short-term trade investing or short-term traders ke
03:12probably these uh coal india and ongc type of stocks i'm not pointing out these particular two
03:18stocks but i'm just saying that these are the kind of stocks which should ideally benefit and
03:24something that one can play around iske alawah bhi koi basket hai jo achhi lagdhiya sir long term
03:30ke liye abhi sahih samayi hai jahaan per nivesh karne ka jo long term gains de sakte hai aapki kuch
03:35piks hai
03:36hai bhot sarhi baskets hai and there are tons of uh companies uh
03:43haa pere meri ko bhoat achha lagdhi hai but i would concentrate more on sectors and tell you that
03:48meri ko banking financial space bhoat achhi lagdhi hai anima both from valuation perspective and the kind
03:55of activities sir uh
03:56sir uh
03:56minute ke liye rokungi mei aapko banking and financials aapne bhoat achha lagdha hai sawaal
04:01aap se banking ko lhe karke bhi karna chaati ti is samayi generally mahi na jasa shuruaat
04:05mein kata bazaar jeb tootta hai toh banks generally joh hai wo support dhe dheti hai
04:10aur sambhal lete hai bazaar ko lekin agar nifty bank ki aajam baat kare 2000 se zyadha point
04:16niche hai sir 55,424 pe aagya hai yahaan se rebound expect kare ya phir abhi bazaar mein volatility joh
04:23hai wo zyadha rehenne wali india wix bhi 21 percent hai so uh to be very honest
04:28achima i don't know uh so banking sector bhi karrekt ho raha hai because everything is getting
04:34corrected sab kuch bika jara hai samayi so banking sector bhi big red but does this make banking
04:40financial sector a sector not to look forward to i think i think it is very very attractively
04:46placed uh anema mehra ko lagta hai banking sector financial banking financial sector should lead
04:53the way in times to come uh kyunki haam pe jo kuch ho raha hai with such a able uh
04:59regulator at the
05:00helm of affairs or uh everyone seems to be contributing to the profitability or to legacy
05:06problems the almost uh and with the potential of the indian economy i think uh indian uh banking
05:14sector should do extremely well yaan pe valuations bhi baat attractive hai anema uh while haam log
05:21ek samayi kahte thi ki nifty uh large cap mid cap small cap they may still be a little more
05:27a little
05:28bit expensive but banking sector sector actually is uh to my mind undervalued and uh with all the
05:35correction that is happening it looks a great opportunity uh second again mind mind you are
05:41talking from a long-term perspective i'm not talking from a short-term perspective
05:52this is something which i am ignorant of uh massive intelligent guess mars account but
05:58uh i i can go horribly wrong over that but i know that in long term it should uh it
06:04should outperform
06:05from many of the other sectors and uh investors uh investing here for long term should uh get
06:11uh a lot of profit uh over here second sector joe muche bother select is the pharma sector and pharma
06:19make particular space and the cdmo space and i think indian companies are beautifully placed to
06:26capitalize on the opening about this sector going forward so that is another sector third joe
06:38uh it looks extremely uh attractive to me it's a mega trend that's going on because
06:45aaj bhi total population ka a very small portion of the population is part of the capital market
06:52and mehra ko lagta hi haan pe jitne bhi themes jo play out kerti hain whether it is the stock
06:57exchanges
06:58whether it is the brokers wealth management companies or the asset management companies
07:03they will become much bigger and better as india progress is going forward and more and more indian
07:09participate in the capital markets um lastly i would say is that jitni bhi technology-backed new age sectors
07:26uh which are changing the way businesses are being done in the country and in the world i think those
07:36are the companies uh which are uh which can play a vital role going forward kyunki
07:53and the reason is that
08:11very simple that uh
08:13hum log charo taraf se hostile nation se ghiray huye
08:17hain or humari jo country have we have uh us meh humari defense requirements uh
08:22meh ko nahin lagta hai ki wo kabhi kam honne wali hain
08:25or jis tarhe ka geopolitical uh wo chal raha us men defense
08:28agar humara strong huwa then uh we can remain uh resilient
08:39so i remain optimistic on the defense agar biome kare
09:09It's a huge thing, buy on dips is a huge
09:14opportunity.
09:15It always is the case, Anima, and we know that when we reach 5 years, we know that the dip
09:23was 5 years ago, how relevant it was.
09:26But only thing is, I would say is that we can't do the market time.
09:32We don't really know whether 23,800 is the lowest level that we'll ever see or the market
09:40will come down to 20,000 levels.
09:41So, here's the methodical investing matter.
09:45You will invest in your own money or you will invest in the tranches.
09:53So, we don't really know which level will rebound.
09:58They say that we should wait for them today and they will come to 20,000 to come to 20
10:04,000
10:04and then we will invest in 20,000.
10:06I would really appreciate it if it's like it's going to happen.
10:09But practically, it's impossible to do it.
10:13The same experts might start talking of 19,000 levels.
10:18So, we miss out on opportunities, Anima.
10:22So, best is to assert different levels.
10:26So, I want to say, Anima, long-term investors,
10:32they will panic and move out.
10:37More than fundamentals, more than anything else,
10:39it is about your behavioral science.
10:41That you can keep your composure.
10:44When you're seeing negative news,
10:47you're seeing warplanes,
10:51you're seeing light,
10:52the situation looks bleak.
10:55I think that is where we need to understand.
10:59That this is a crisis.
11:00This will pass away.
11:02And at some point of time,
11:04there would be clear blue skies in the horizon.
11:08And that is where that time will also come.
11:11So, those things happen.
11:13These things also happen.
11:14I saw a lot of crises in my life.
11:17As an investor, as an advisor,
11:20I would say,
11:25don't become panicky.
11:27Don't come out of stock markets.
11:30We will see better times.
11:32And secondly,
11:33lastly,
11:34don't forget your SIPs.
Comments