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00:12So, look, Rajiv ji, there are other sectors in sectors, such as for example, if I talk
00:18in general, then I think that the biggest impact of you in L&T has been shown in L&T,
00:24about 37% of their order group, that's where they come from, so that's how I feel.
00:32Or then the capital boards, because overall, I am hoping that the capital expenditure
00:37cycle is now, so that it will be better for the private sector, so that the other capital
00:48board companies, which is domestic and exposure, which is a L&E equipment, that is good.
00:55Because the bazaar, I think that in the early 15-20 years, it will be better for 10-15
01:00months, so I hope that overall, the asset management companies, the financial side,
01:06the asset management companies, which I think is good.
01:11Plus, for example, the banks, the city union bank, the banks are generally both private and
01:18issues, and the city union bank has a little bit of correction, so I think that the banks
01:23also can do better.
01:24So, the city union bank is good.
01:26Even the semen companies, there have been correction, because the prices of your pet
01:34management companies have been in the same position.
01:35I hope that the situation is normalized to me, so our overall semen demand is good.
01:41So, these companies can be used in these companies.
01:44It has been shown on the start semen.
01:45It has been shown on the start semen, such as the company has seen a good correction.
01:46On the transaction side, if I talk about the company, as it has been shown on the
01:49the Asian page, there was a good correction.
01:52Last time, when Russia and Ukraine war was in the last time, it was about 410
01:55gross margin contractions and after a quarter, the company has mitigated the price in one quarter.
02:03So I hope that ancient pain companies in general are also attractive.
02:07Companies have relatively better pricing power.
02:10I think the industry is not complete with the price.
02:13So in this stock, there is also a good correction in this stock.
02:18Plus, in the hospitality industry, the overall tour and travel segment is also intact.
02:27Because some of the foreign tourist arrivals will all impact.
02:31But some of the domestic-led events are much better.
02:35Whatever your hospitality companies, whether Indian hotels, Shaleh or ITC hotels,
02:39so many of them are domestic-driven,
02:44so any kind of a correction is again an opportunity to buy in some of these segments.
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