00:00sir if we look at one big question goldman and bernstein targets for bharatia bazaar
00:09and there are many brokerages reports where bharatia bazaar
00:12the target of bharatia bazaar. goldman chucks, 14% target of bharatia bazaar
00:19and bernstein is saying that if we take bear case, 19,000
00:24bharatia bazaar. 19,000 کا اسطر بہت بڑا اسطر ہے. 22,600 پہ تو ہم
00:30باتچیت کر رہے ہیں اور اگر 14% کا ڈاؤنگریڈ دیکھیں گولڈ
00:33man کی طرف سے تو بھی ایک بڑا concern دکھائی دیتا ہے اور ان
00:37دونوں کی reports میں crude common ہے. روپے کے اوپر بڑھتا دباف
00:42common ہے اور fii's کی selling common ہے یہاں پر. sir bharatia
00:47bazaar کے لیے اگر اتنا ڈاؤنگریڈ آ رہا ہے تو کتنی چنتا کی بات
00:52ہے یہ ایک بڑا سوال. so arnema دیکھیں the biggest factor
00:57is war. اگر war persist کر جاتا ہے اور let's assume u.s gets into a
01:05ground invasion in iran. اور میں خر آئی لیڈ کی بات نہیں کر رہا
01:10میں iran mainland کی بات کر رہا ہوں جہاں پہ iranian army is very
01:14strong. they have a 1 million strong army standing out in iran which means the
01:21conflict would intensify اور اس میں امریکن
01:24casualties بھی ہو سکتے ہیں.
01:27but مجھے to be more realistic
01:30arnema مجھے لگتا ہے کہ the end game is near especially for america.
01:35i don't know about israel because israel اور iran تو
01:38perhaps they've been fighting for last 50 years and they will continue to fight
01:42but but u.s میں میرا کو ایسا لگتا ہے. i could be wrong here but i would say the
01:49de-escalation is on the cards because there is no way america would like to go for a ground
01:55invasion in on iran mainland. اور ایسا ہونا
02:00it would be more suicidal for america which they would perhaps not want.
02:05having said that there is a trump which is he's almost like a madman
02:11what he does what he does not do i'm not sure
02:15but میرا کو ایسا لگتا ہے de-escalation is on the cards
02:19جہاں تک
02:20in research reports ka question hain i think much would depend upon the way war unfolds
02:26hum saba loog intelligent guesses ka maaar saktay hain pe
02:30lekin to be very honest nobody is very sure not even these research agencies
02:36harik aapne viewpoints hoote hain which i appreciate and respect but would not like to
02:42believe them entirely because yeh change bhi aapne views bhoot jada
02:46kar ljeti hain ka hi baar maynay research reports ko 50 60 percent target in one shot
02:51change karte vay dekha hai hum hum i am lot more optimistic on such things
02:56on indian market especially from a five year perspective
03:00um ek mahina do mahina chay mahina ek saal anima nobody knows to be very honest hum
03:07aapne hi haa pere baihke maysa debate kar sakte hain aapko
03:10hoge kyunh ni suja rae jayega may konga tehi suja rao jayega
03:13ka ham dhona ame se koi bhi sahi ho saktay hai koi bhi galat ho saktay
03:17because there are too many external factors playing out
03:20i look at the markets from long term perspective
03:23five ten fifteen twenty years maakon indian market looks extremely extremely good
03:29jo log kender patience hai jo log is view point ko day sakte hain
03:33aur jo log ek helicopter view lay sakte indian markets ka they will realize
03:38that it's a great great opportunity and right just great times for investing in indian equity markets
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