00:00Sir, Banking sector, you are saying that you are optimistic.
00:03In addition, there are a lot of sectors which are looking extremely attractive.
00:21In the market, there are a lot of sales.
00:26I don't know, but if we don't do a lot of sales or a peak, it will become a problem.
00:36But at this time, the sectors are very good.
00:39I have already told you the banking and financial sector.
00:43There are valuations that are attractive.
00:45And private banks, public sector banks, large banks, small banks, all are good.
00:51So, we would be willing buyers over there.
00:55Second is, the pharma sector is very good.
01:01So, the pharma sector, there are a lot of products worldwide.
01:08Secondly, obesity drugs in India is a big level.
01:14It could be a big play in Indian markets.
01:17And the pharma sector overall is very good.
01:20Indian companies have now become part of the global supply chain.
01:24Particularly, the CDMO, CRDMO space is very good.
01:28The cram space is very good.
01:30So, I think that is one space to look out for.
01:34Another sector is the automobile sector.
01:37It is very good.
01:38The auto ancillary space has become part of the global supply chain, just like the pharma sector.
01:45But there was a problem of valuation.
01:47Because it has been 4-5 months before it was very good.
01:51But now, the valuation corrections have been changed.
01:54So, we like the automobile sector overall.
01:57We like the auto ancillary.
01:58We like the two-wheelers very much.
02:01The two-wheelers is a very good category.
02:04Even the four-wheelers to some extent.
02:06But more optimistic on auto ancillary and two-wheelers space.
02:10In addition, we think new-age technology stocks are good.
02:15There are still valuations.
02:17But valuation correction has been changed.
02:19But there are certain things that are happening.
02:22They will transform into the world, including India.
02:25And in that sector, the new-age technology sector are very good.
02:32Places like artificial intelligence, data centers,
02:37GCCs, semi-conductors.
02:41So, these are all very good.
02:43I think they could be game-changers.
02:46One, two things I want to say.
02:48One, we think capital market-related plays are very good.
02:52From a long-term play,
02:54whether it be exchanges or wealth management companies,
02:58whether it be brokers or depositories.
03:01I think going forward in times to come,
03:04as Indian equity markets penetrate deeper,
03:08a lot more population would become part of the capital markets.
03:13And now, a very small population plays out in Indian stock markets.
03:18As we develop, I think a larger share of the population would be there as part of capital markets.
03:25Lastly, given whatever is happening in the global space,
03:30defense becomes critical.
03:33And not just for India, it becomes critical for global countries.
03:39And defense is a great opportunity.
03:44Not just to export, but to modernize our army and air force and navy.
03:50And as such, companies operating here,
03:53who are doing a good job,
03:55they will get disproportionate share in terms of whatever growth is happening in defense.
04:01That is,
04:01we will have to get into this area,
04:03which is a case of international markets,
04:04which we have made the most important areas,
04:07we believe passion.
04:08In this world,
04:08there are 2 million countries,
04:10There was also a community that we have to be able to do,
04:16where we are.
04:20And as far as the eastern countries,
04:26we have to be able to be able to make such a country and our country and our country,
04:30that we can't miss the city.
04:31and I think defense sector looks extremely positive to me.
04:37Sir, metals are not good for buying,
04:40although gold silver is falling,
04:42it is also very volatile in this crisis situation,
04:46but overall, what do you view on the metal sector?
04:50It looks good, Anima.
04:52There are some commodities that we look good.
04:56First of all, I'll talk about gold silver.
04:57I'll talk about gold silver.
05:01I know that gold has been in the first place,
05:04but there was a meaningful correction.
05:09Same is the case with silver.
05:11Gold is a proxy to dollar,
05:16and dollar has been a waste of time,
05:20because the US is against a trust deficit.
05:25And dollar will, over a period of time, lose strength,
05:29because people are now, in fact, central banks,
05:33who are looking at the dollar,
05:38and gold becomes a natural proxy to it.
05:42And for us, this is why gold is good.
05:44Silver would be an offshoot beneficiary of rallying gold.
05:47But we would buy at false, regular false.
05:56We would buy at gold and silver.
05:59And these look attractive levels to me,
06:02for gold and silver from a long-term perspective.
06:05This is no short-term strategy or tactical plays.
06:09I don't think it is a long-term trend.
06:11That one should play for long-term.
06:13However, copper, aluminum,
06:17all of these things are good.
06:19But,
06:20you should be cautious and cautious approach.
06:25Today,
06:25when you are looking at metals in the rallying,
06:27there are some attacks.
06:29Like the aluminum factory in the Gulf,
06:32there is a surge in gold in aluminum prices.
06:35The rally could also be because of that.
06:38So, rather than one short-term play,
06:41I would be more confident in investing from a long-term perspective.
06:47But,
06:48in tranches.
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