00:00uh sir is some attention ki baat sir bazaar ya fern nifty bank pere pardata hua dabaab
00:05nahi hai is some attention ki baat woh dabaab bhi hai jho fii is bharatia bazaar
00:11par ndal raha hai march mein ab tak 1 crore rupay se zyada ki bikuali vidyashi
00:18nivishiko ki taraf se aur ye bazaar ke liye bokut badei parişanhi ki wajahe
00:22mein eek baar apne pcr ko bhi bhol djeti hon ki kuch bazaar ke liye negative triggers
00:26thai woh bhi screen per play kar dhe ki ki joh hamarai viewers hain unke liye ye
00:31jana zaruri hai ki aakhir bazaar itni tension mein hai kio
00:34sabse pahle to dekhiye brand crude joh ham hamishah baat kar rahe hai ki brand crude ke
00:39bharate huay bahaw 115 dollar ke aas paas brand crude ka aja na
00:42aur agar crude 115 dollar global market mein aapko dikhai dhe raha hai to
00:47mein eek baar fir yaad dila dhuun ki jab woh bharat mein pahunchta hai
00:50to uske upar bhoat saare additional cost or lag chukhe hotte hai
00:53to 115 dollar se kafi zyadha price bherh jayega
00:56mujhe lagta hai 130-140 dollar ke aas paas bharat mein pahunch raha hai
01:00yek root aur ye is baat ko lhe karke bhi bazaar mein lagata
01:03tension beni hui hai uncertainty beni hui hai
01:05iske alawah dollar ke mokabilے rupiah mein kamzori jari hai
01:1095 ke level per ab rupiah a chukha hai
01:13lagataar girtta jara hai
01:15100 ke level per pahunch jayega ki nahi
01:17ye bhi bhoat bada sawal hai
01:19aur bazaar isko lhe karke bhi bhoat tension mein hai
01:21fiis ki tabar toad bikwalhi chal raha hai
01:24eek karo 14 laak rupiah ki bikwalhi mark series mein cut chukhe
01:27hai fiis
01:27aur iske alawah natural gas ki qiemetoh mein bhi
01:31teizhi jari hai
01:32to us war ki wajah se generally crude or natural gas mein
01:35to teizhi jari hai
01:36aur uske alawah dabaab ndal raha hai fiis
01:38sir ab too valuations kaafi niche aagay bharatiya bazaar ke ab too sab kuchhi sasta
01:43mil raha hai abhi bhi videshi nivyishak nahi loatenge
01:46chahiye kiya
01:48so dheke anima fiis ke liye bhoat sare
01:53koncentrations hoote hai
01:55agar indian market gire hai
01:57toh sif indian market nahi gire hai
01:58baakhi bhot sare markets bhi gire hai
02:00joh valuations gap tha indian market mein
02:03aur bhar ke videshi market mein
02:06probably joh ek mahina pahle tha
02:08wot nahi hai
02:08because videshi market bhi gire hai
02:11just for information sake
02:13US mein there is almost a five trillion dollar loss of market cap in last
02:18uh
02:19which is quite significant
02:22ho sakta hai fiis ki strategy change ho gahi hai
02:25they are moving towards fixed income
02:27they are moving to geographies which are least impacted by bhot
02:31bhot sare factors ho sakte hai
02:33I am not in a right position to judge ki fiis kya soch raha hai
02:37but mein yeh kehna chauhunga anima
02:40yeh ek aur baat kehna chauhunga fiis tisandhar mein
02:43ki yeh abhi se nahi bach raha indian markets ko
02:45jab when things were much better
02:48then also they were selling indian markets
02:51and so hum logo ko fiis ka buying selling ko thoda
02:55we should take it with a pinch of salt
02:58anima largely because fiis joh hai na
03:02woh unke lihe koji sagha nahi hai koji sautehla nahi hai
03:05they move with the trend jhaan pe unko thik lagta hai
03:08jhaan pe unko lagta hai ki they can make quick money
03:11they will move but it is our domestic institutional investors who have been you know
03:17there through thick and thin
03:22they will move with the trend jhaan pe unkoi
03:23they have much farmer belief in indian markets and they have been right there
03:27and actually you see they have also made a lot of money
03:31so baring ki abhi pishle kuch sami mein kya waars ko chhođ dehen
03:35but overall agar aap dekhen long term trends dekhen then they have made a lot of money
03:39so jhaan tak mere ko lagta hai anima
03:42fiis will come back whenever they have to come back
03:45so i don't have really any worries on that front
03:49a worry joh hai mujhe woh rupee ko leke jalur hai
03:52i understand rupee at 95 levels does not look good
03:56aur yeh hummara import bill bhi add karta hai
03:59we are natural haa bese bhi hum logka imports exports ke mukabale kaafi jada hai
04:04and if we if rupee is falling it adds to the whole problem
04:07hmm so and i would like more active rbi participation in defending rupee
04:13aur kuch steps humne dekhe bhi hain
04:16ah aaj he hunne kuch steps announce kar rahe hai
04:19so hopefully it would it will translate into stronger rupee going forward
04:25ji orjin steps ke am baat kar rahe hai rupee ko stabilize karne ke liye
04:30ah woh bhi mein apne viewers ko batate chalte hoon
04:32rbi nne eek bada qadam uchhaaya hai banko ke dollar position pere limit laga di gai hai
04:38aur is rupee ke girtte level ko thoda stabilize karne ke liye ye bada fesla rbi ki tرف se
04:44liya gya hai net open position ki joh INR limit hai yarni Indian rupee ki joh limit hai
04:50woh 100 million dollar teha kar di gai hai aur banko ko long dollar bets ghatane hoong
04:56ge ye rbi ka sakt nirdeish hai rbi ko is baat pe bharosa hai ki is pure joh system hai
05:03ye joh nne nai procedure lagu ki hai uske karan rupay ki joh girawat hai woh ghar jayegi
05:08or support milega Indian rupee ko aur ki joh girawat hai woh 4 fecesi se zyada ho
05:14chukhi hai bharatiya rupay mein jeb se ye iran war shuru hua hai tup se bharatiya rupay
05:18abhi lođak raha hai aur sir sir sir iran war ka asar nahi isse pehle bhi dollar index
05:23hamne dekha hai iran war se pehle bhi mazboot hota hua hi dikhai de raha tha aur rupi
05:28lagataar niche a raha tha tension ki baat aap zarur keh rahe hai lekin kya rbi ike
05:34is kadam se sach me joh girawat hai woh bach jayegi joh girawat hai woh ruk jayegi
05:40or bazaar ko bhi eek stability mil jayegi rupay ka support milne ke baat so anima rupee
05:47has been one of the worst performing currencies globally in last one month or so and
05:53uh meri ko lagta hai ki rbi ka sirf ek step se kuch nahi ho hai it has to be
05:59a series of steps
06:00and uh probably lot more intervention and uh i see that happening because humara jo central bank hai
06:08unki credibility baat achi hai they have taken steps uh not just to defend rupee but to regulate
06:14in indian environment unho ne baat achi achi steps liya hai i have full faith and confidence
06:21and the credibility of the central bank to meri ko lagta hai woh bhi rbi ko uh woh bhi rupee
06:27ko indian rupee ko
06:28uh ki credibility ko preserve karne ke lihe they will take right uh kind of steps and as many steps
06:35as
06:35required so now i don't really have worries on that front me ko malum hai ki rbi will take uh
06:41right
06:42kind of steps to defend it
06:43you
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