00:01Hello and join me Baadar Vishle Shumesh Kumar Shumesh, you are most welcome, for the last 6-7 years
00:10There was a lot of talk about when this Trump companion would come to his senses, when would he come to his senses, but it seemed that he would come to his senses.
00:18came and that
00:29Half of it was taken back in the barrier, this is something like the story of the half shot barrier, the big problems
00:48There is enough, but whoever leaves from here
00:53The most important contribution will be how the talks proceed going forward because there is still tension, it is not that
01:00There is no tension, they say that the finger is still on the trigger, some say that the entire military is lying at Mahape.
01:06Yes, no one will move from there, so I think initially it will take 2-4 days, 5 days.
01:11If it works, how does the market perceive that drama, the demand for Iran's 10, as it is?
01:20will not be accepted, the rate at which the US demands will come will also not be accepted as it is, so I
01:26Looks like there will be some weight dispute, and who will change the slip?
01:31First Mr. Trump said, these are very reasonable, good-sounding, logical proposals, and then suddenly
01:40He said no, these ten demands are arrogant, they cannot be accepted, what happened to the slip?
01:45Bandal is gone, I got cheated, what happened?
02:00What is it, there are always changes, they change their statements, so they don't keep me, there is no
02:07It is a matter of assurance, now I will feel like keeping an eye on him again, why should Harm Swaraj be stopped?
02:16It has gone, the hail has already gone up, so no
02:30Fingers crossed, wait and watch, J, so fingers crossed, so from an investor's perspective,
02:38What to do, because many people must have seen the brightness of Wednesday and thought, oh my, we missed it.
02:46What, today it is gone
02:59See, what will we do next after this, see, two things came out in two indexes, that
03:11This is that both Nifty and Nifty Bank are saying that whatever has been done will remain in the bottom place.
03:16It is also being said that the gap
03:29Till then there are chances of that gap getting filled, and what will be its trigger, its trigger can be
03:37If there is tension in the talks that are starting, then it should be seen in this way,
03:47That now buying is a risk everywhere, I told you so myself
03:58It will happen, it is not in our hands, if someone wants to survive by taking a reasonable risk, then he should remain invested, or
04:05If you are so scared, then I am buying a little bit every day, buying a little bit every day,
04:11Your SIP like
04:28But if these talks don't progress well, even if the bottom is crushed, then everything depends on
04:38How will the conversation proceed from here onwards and if there is any conversation, where will it take place, how will it take place, how much will it take place,
04:45And before the conversation, we have to go aside
04:50There is a fierce conflict between Israel and Lebanon, meaning Israel's attacks on Lebanon are continuing.
04:56Sir, Sir, Israel is saying that Lebanon is not a reason for the ceasefire, and Iran is saying that
05:05Whether it is there or not, it is our Hizbul.
05:09There is no difference between us and Hezbollah, this in itself will remain a diplomatic issue at the end of the war.
05:19When did Israel take it from Iran that Hezbollah belongs to them and what does Hezbollah mean to them?
05:28Siddha is still not saying that an attack on Hezbollah will be an attack on us, well then Miskaya
05:37I heard it and it seemed to me that he was talking about Lebanon, not the Hezbollah Directive, but it's exactly like that.
05:44So I agree Shelly Kher is now waiting
05:57If the sentiment remains, what if we see it back in this range of 23,200, then who will see it fluctuate?
06:07Will we get that purchase back because you are saying that once the data is returned to the bottom
06:12If it seems to be happening then until I come back to America again
06:26Only after doing this will the level be broken, otherwise it should be accepted that yes, for now this
06:32The first thing left is to decide what we have to do and that bomber is the second one.
06:40I come to the point, whoever wants every dip can buy it.
06:56You can buy every dip. Secondly, if Nifty starts giving close above 24,000 then it
07:03There will be another indication whether Nifty will form further from here, that is another indication but under all probabilities.
07:10Your investment
07:24Yes, that is your risk management, otherwise it is gap filling, but this second scenario is
07:33If a low is not formed below this and Nifty closes above 24,000, then in such a situation it
07:39Do two and move ahead, otherwise this risk asset class is just a name.
07:47Of course, don't worry, you can use that tip without any risk.
07:54You will be able to do it or even some body but how to work on it, the method which if below at which level
08:08If you get it, keep shopping but
08:10You have to keep an eye on the sharp edges, closing below them means the danger will increase again, so this will happen.
08:17The Ram story of Nifty, now after this, mid cap, small cap is seeing something different there, what all because
08:22Now the result season will start
08:39That after Nifty closed above 24,000, further advice remained in the mid cap.
08:45Everything can go from here to gap filling
08:51So if you get lower levels then where will you buy more, big in Nifty stocks
08:59in stocks or in mid-cap small cap
09:03No, Razi ji, not many things have changed in this which I have seen between last and last date.
09:10have done
09:11So now there is an impact of war and this impact is on oil, this impact can be seen as inflation.
09:19In form of
09:31This means that those who do lending activities somewhere, i.e. banks and new APCs, depend on these.
09:40One should proceed with some caution
09:45If you get to know in what form it will emerge in the next six to nine months, then firstly
09:53The change is that the star candidate who was our star candidate in BFSAI bank is now a star candidate in Buy An
10:02From Pole he moved into tactical investment.
10:04The second reason is that due to this reason it will now oscillate a little bit.
10:13Now it will not be possible for the bank to withdraw Rs 78 thousand and if it is not able to withdraw it then it will be a year
10:2010-12%+ CAGR across large banks
10:25It will be difficult to remove it, so here it will have to be managed tactically by putting it in the satellite portfolio and giving it a little
10:34This will have to be done, this will be the impact of this war, what is the second thing that then non-lending
10:44It would be better to play the financial strategy through businesses that come under your control.
10:52Begin, this is a very big change. The second change will be what the change will be. It is also important that
11:00a few hills
11:09Consumption should be kept as it was, in this you can comfortably create whatever portfolio you want, volatility somewhere.
11:21She is not going to leave yet, I don't think she is going to leave, there will be more such dramas.
11:26The tantrums will continue but if that
11:39Samayam will give good results, so if you are apprehensive about how things will be in the future or
11:49In the financial sector, what will be the strategy for Nifty Bank now?
12:06Whatever data you have of Nifty, you will not get that clean data of Nifty Bank, so its
12:14For this, one theory says that we should take support around 53600, your 20 DMA will read
12:22And if the support of that 20 DMA remains then only do left dips, this is also a gap filling process.
12:29will complete
12:30According to me, it would be safe to try Closer Tu 52700 if you get the opportunity.
12:39And then a stop loss of Rs 50,000 should be made on a closing basis and this treaty should be taken to the bank.
12:48Also keep in mind that overt risk will remain until a final deal agreement is signed.
12:55In between US and
12:57Sub-scales that have not created red risk until then
13:03So, if we look at the situation in the banking sector, there will be more trust in private banks.
13:15Or will there be more trust in government banks or will this entire segment have to focus more on non-lenders?
13:25What do you see now if you break it into different pieces?
13:29See, I want to tell you one important thing, what is the biggest problem in the bank right now, the biggest problem is this.
13:37That in the last two months, Afi is selling heavy, a heavy meaning heavy tune, so where Afi
13:45Its highest volume
13:57So if you understand like this then to create the position that will have to be created in the bank, where the EFI
14:05Identify the banks whose stock is moderate or low, Vikas will get upside from here and that
14:13Vikas will kill the banks
14:14Why are they selling it, I neither have the answer to this nor do I think anyone else has the answer.
14:21I understand what others have, but I don't know the answer to the rest, why are you selling so much?
14:28But if this trend is considered correct then to make returns we will have to use that...
14:33We will have to take measures which will keep the balance sheet clean but its impact will be less there. This way the bank
14:41Choose now, there is no benefit in doing private
14:47So where is one part less, this means that if you go to their sharing patterns then you will see
14:53It will go but I am not able to understand this thing, you saw it last day also, that is in Sensex.
15:02Gadaejarang's speed increased but his
15:06Even after this, you saw that the figures of Badwar last day were negative, their selling remained negative, meaning whoever
15:14In a way, if the ceasefire holds, it will be a watershed day and Badwar will sell it on that day too.
15:20They still sell it today
15:39Who would want to do the work, then this meaning is understandable, but I don't know if I look somewhere
15:54If I go to invest, I need a desired return which is moderate for me.
16:00Yes, tardigrade return me.
16:02What a difficult situation it is here, if I get a better relocation somewhere else then I will come to India.
16:28So far it seems to be understood
16:30There are no tax incentives for you to make long term investments.
16:36The currency will not be considered strong, even though it will be said that it is not stable, whatever it is, but
16:41The trajectory is of depreciation only, so we bring remedies for both and growth is becoming that special net.
16:49So, the scenario for investment is not very good as you do not provide growth and you do not provide tax incentives.
16:56And if your currency does not stay then why do it?
17:00The time when investments will give growth or our market will become so attractive that it will fall so much that all these
17:07compensate for things
17:08So the reason is understandable but only if someone talks openly then only if FIA comes and speaks.
17:14That yes, I want this and why should I tell it, if I have to tell it then I should go and tell it in the finance ministry only.
17:24That the subscription is absolutely that the combination of growth and tax is not right for them right now.
17:33I don't feel like I'm having to do it, I think so
17:41But don't you think that a lot of the timeline matches Mr. Trump's re-election?
17:48Return and also sale because tax was not there even before September 2024 or September
17:58Implemented from Dojar Chobis only
18:01No, that's not the point. If you look at the returns of Nifty, if you apply this chart properly,
18:10So in 2020 our market became very undervalued and from there we had opportunity disadvantage.
18:18development
18:22Policy means money, talk about liquidity everywhere, money drives the market, so that liquidity which is your loose
18:30You have got a lot of money from monetary policy or whatever was distributed, Nifty of eight thousand is your twenty thousand.
18:52You see, back to instant buying, this 22 thousand, 20 thousand, this Nifty is not going to stop one by one.
18:58You will be high within a year
19:00Because you will get room to play, there is no room for Rs 26,000 because if the return total market is less than
19:06Give a return of at least 15-16%, then consider the currency and make a return of 5-6% and 10%
19:13It may be so but if you look at the market returns of the last 5 years, it is 9.5%.
19:21What are you going to get, how much tactical management will you be able to do, then there is a problem in the valuation, you have so much against it.
19:30We are not able to provide growth, we are not able to provide EPS, which no other buyer can do.
19:34Only do such a thing to someone
19:57They do the positioning, they manage it and trading is not enough for them to even make money in a shot.
20:10Something should be made or something should be made
20:16Now
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