00:04Hello and welcome, I am looking at Good Returns, I am with you, I am with you, I am with
00:07you.
00:08Gold and Silver, one more time, look at the two commodities.
00:12Because one more time, there is a lot of volatility, gold and silver.
00:17Both of them are very much.
00:19You need to keep the radar, which way you should invest, what strategy should you keep.
00:24And if you are a consumer or a consumer, what do you want to be gold and silver?
00:30Many questions.
00:32And if you have to answer questions, Ajay Kediyaji, sir, welcome to Good Returns.
00:40Thank you very much for me.
00:41How do you understand the outlook?
00:42Ajay sir, you understand the outlook, but first we understand that one more time,
00:47we are looking at the volatile gold and silver.
00:49Do you have to change the triggers or do you have to change the triggers?
00:52In war, we always ask one more question.
00:55Gold and silver should we turn on, one sided rally should we turn on,
00:58but we have to change the triggers.
01:00Do you have to change the triggers?
01:13The trigger automatically.
01:13The trigger has changed.
01:13The trigger certainly changes.
01:15Generally we see the law has been on, but this was the same as the property market,
01:22crypto has already dropped.
01:23The currency market, the equity market, the markets, the acquisition market,
01:41I think it was clear that the aggressive rate cut was now on the right side of the market.
01:50That's why we saw that the prices have been negatively impacted by the fight.
01:57Sir, we want to understand the targets for Sona and Shandhi.
02:01We want to understand the targets of Sona and Shandhi.
02:06The important target is the short term and long term.
02:08I think we have seen that Suka and Shandhi market still here.
02:15We are going to see that China and Hong Kong market and Western world is still here.
02:22But I think the youth continues to be in the middle of the market.
02:27We have seen that the youth continue to be in the middle of the market.
02:37foreign
02:45foreign
02:53I think
02:56I think
02:57$1,3,000
02:57$1,44,000
02:59$1,4,000
03:01$1,4,000
03:04$1,45,000
03:12$1,45,000
03:15इस वक्त मही वाइदा जो है दो लाग बती जार के करीब टेड कर रहा है
03:19दो पैंतिस दो चछत्रीश तक आता है विक वाली कीजिए दो बीस तक के भी लेवल मिलेंगे
03:23तो कुल मिला के यह अपता बड़े trigger points नहीं है
03:26Now, Iran is giving the answer to the U.S.
03:32It is going to show that Iran is prepared in this moment.
03:35When the war is coming, we will see that it will be the end of the war.
03:38The risk is that the ceasefire or the war will be the end of the war.
03:43We will see that the end of the war will be the end of the war.
03:45Yes. Sir, there is an update.
03:48Fitch Ratings has the gold loan segment in Bhairat's gold loan segment.
03:52He said there is a big risk for the gold loan.
03:58Is there a big risk for banks and NBFC's?
04:04In the past 4-5 years, we saw the growth of the gold.
04:08When the growth is increasing and the collateral is the gold,
04:10if someone has bought one lakh rupees,
04:14or 100 grams,
04:15then they have the funding to be 60-70 percent.
04:19When the growth is increasing, the risk is not coming.
04:35I don't think that operational risk
04:40I don't think it's going to take a while
04:53foreign
05:00foreign
05:01foreign
05:01foreign
05:03foreign
05:12foreign
05:13foreign
05:15that you can see gold silver ratio in the past year gold silver ratio is 107
05:20and we have seen it from there. So, I think that gold silver ratio in the 44
05:26level is now recovered from 64. The next year we feel that this ratio is 55
05:33to go. And when the ratio is increasing, it is outperforming. So, my preference is
05:39Sona. Sona में आप निवेश कीजिए क्योंकि uncertainty के चलते चांदी में
05:43दबाव रह सकता और inflation बढ़ रहा है कच्छे तेल की वज़े से तो
05:46industrial demand जो है वो थोड़ सी dent हो सकती तो Sona में निवेश करना
05:50चाहिए. Sona में निवेश करना चाहिए. आजे गेडिया जी ऐसा कह रहे है
06:07नहीं देखे चांदी पर आपने बिल्कुल सई चीज पकड़ी मैं पिसले तीन-चार साल से बुलता
06:12था चांदी लीजिए पिसले साल चांदी ने तीन-सो परशेंट का रिटन दिया है तो वह समय था
06:21चांदी को लेने का बट अब यह 44 से 64 आ चुका है और देरे बढ़ रहा है इसलिए मैं
06:26अब चांदी से ऐसा नहीं है कि मुझे प्रेम नहीं है चांदी मुझे ज्यादा अच्छी लगती है बट टाइमिंग मुझे
06:31लगता है जो जियो पॉलिटिकल टेंशन यह सब बना हु�
06:46सब्सक्राइब तह इसलिए लेकिन कैसे लें सब्सक्राइब करें करें करें क्नेमेटा करणा ब्हातर इसलेंगे के उड़ी और दिशनेइफ़ले ले हैं
07:16If you are doing new ways, look at the opportunity for new ways.
07:19I think the equity is more attractive.
07:22I think in the second half of the second half of the new ways,
07:28it will become faster.
07:29How do you take the consumption?
07:31If you take the consumption, you can take the money.
07:35You can take the currency, coin and bar.
07:38If you are looking for new ways,
07:40the gold ETF or digital gold is available.
07:44But remember, the gold is not a savvy product.
07:48Like you take the physical jewelers,
07:51you can take the gold.
07:52But the ETF is a savvy product.
07:56It will be a very safe and secure.
08:01So, let's move on to the new ways.
08:03Yes, absolutely.
08:04Sir, a question about the portfolio diversification.
08:07When the price was very good,
08:10we were expecting it.
08:11We were expecting it.
08:12We were expecting it.
08:12The net cost of this,
08:12and the experts also told us,
08:14we were expecting it to be 10-15%.
08:15At least,
08:15or at least,
08:1620% of this portfolio,
08:19we have to pay back.
08:21But what do you need to change?
08:23The asset allocation is necessary for that?
08:25The asset allocation is necessary for that?
08:30The asset allocation need to change?
08:31The asset allocation need to change the inverse of the wealth.
08:33The asset allocation need to change the wealth?
08:37The asset allocation need to change the wealth?
08:42in fact, in fact, in fact, in 2-3 years,
08:44in fact, in 3 years, Sony chandhi has returned.
08:46So, this is what you have to say.
08:4718-20% of the allocation is fixed.
08:50I am afraid that people have
08:52to pay for the consumption.
08:55Now, people have to pay for the investment
08:56to pay for the investment.
08:57So, it is possible that the time we have
08:59to pay for 20-25%.
09:02But, the timing, I think,
09:04that the U.S.
09:07and Iran,
09:07the war,
09:12and because of this,
09:13the debt,
09:13the asset that happens is also
09:14in the same situation.
09:14So, the debt is a great deal
09:16with the 거라낙ed Payman.
09:17So, this is a very important point.
09:17So, it will do,
09:18that the debt is more than it
09:19is,
09:21the debt is more than it.
09:26The debt is more than it.
09:45foreign
09:54foreign
09:56foreign
10:00foreign
10:02कुछ चली रहा है तो मुझे रखता है साल दो साल तो सोना आपके पूर्ट फोली में होना ही चाहिए
10:08जी बिल्कुल सर जाते चाते एक सवाल हमारे विवर्स की तरफ से बहुत
10:12important 2 lakh kub jayegah sir sona ab
10:16देखे कोई भी asset class
10:18की जब तीजी आती है तो एक
10:19similar way में जाए तो भौत ही अच्छा है लेकिन
10:21jis time serge sony में हमने
10:2370,000 से 1,500,000 का
10:25move या 1,80 का देखा बहुत ही
10:27short period में आया था
10:28मुझे लगका रहे कि
10:44Thank you, sir. Thank you so much for joining us today.
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