00:00foreign
00:03power sector
00:05power sector
00:07middle east tension
00:09started
00:09focus
00:14growth
00:14power sector
00:16is now
00:20data centers
00:21stocks
00:23were able to see
00:26data centers
00:27volatility
00:29stock
00:30renewable energy
00:34companies
00:36growth
00:36but
00:37crude
00:38crude
00:39power sector
00:43how are
00:47valuations
00:48power sector
00:49is
00:51our
00:52second favorite sector
00:55banking
00:55and financial services
00:57our second favorite sector
00:59power sector
01:00now
01:01we are very strongly positive
01:04this
01:09long term trend
01:13long term
01:15impact
01:16demand
01:18of energy
01:19transition
01:19fossil fuels
01:21and gas
01:24overall
01:25determined
01:2620-30
01:32power
01:33demand
01:34compared to oil and gas
01:36growth
01:38long term
01:39demand
01:40power
01:40first of all
01:43EVs
01:44second factor
01:45driver
01:46railways
01:48railway
01:48electrification
01:49high
01:49growth
01:51India
01:51power sector
01:53third factor
01:55is
01:57negative impact
01:59positive impact
02:02one
02:02option
02:03foreign
02:03market
02:04and
02:06AI
02:08chip
02:08suppliers
02:08but
02:09another
02:11India
02:12data
02:13centers
02:14data
02:15centers
02:17global
02:18players
02:19but
02:20used
02:20for
02:21that
02:22calculation
02:22AI
02:22calculation
02:23right
02:24to
02:24power
02:25chips
02:27power
02:28play
02:29better
02:30because
02:30you
02:31better
02:32and
02:33growth
02:34exposure
02:35same
02:36growth
02:36factor
02:36underline
02:37total
02:38drivers
02:40now
02:41value
02:45popular
02:46names
02:46that
02:47factor
02:48in
03:17power
03:18transmission
03:19you
03:19have to
03:20set up
03:21contractors
03:23create
03:25towers
03:26and
03:26that
03:27second
03:29opportunity
03:29here
03:30is
03:30more
03:30and
03:34third
03:35is
03:35generation
04:04to
04:06and
04:06and
04:07as
04:07as
04:07as
04:08as
04:09as
04:09as
04:19as
04:20as
04:21as
04:22all
04:25as
04:25as
04:25as
04:25and a lot of power and finance companies are significantly undervalued.
04:31So, we have a good opportunity there.
04:35Sir, you are talking about your favorite sectors,
04:38so tell us our third favorite sector.
04:39The power sector was in your favorite list.
04:43Banking was also in your list.
04:44The IT sector was also on the radar.
04:46Sir, who is your third favorite sector?
04:48And where can you go to the bazaar?
04:51It's a little risky sector,
04:53but because uncertainty is more than that,
04:56but we have the EPC contractors,
04:59infrastructure contractors,
05:02there is an opportunity there,
05:04but we are careful here.
05:06If you have a contract or execute,
05:09there is a risk of execution.
05:11So, you can't get one or two players,
05:14but you need to make a basket.
05:16So, this is our business services.
05:20So, these are our third or fourth favorites.
05:26But it's a little risky.
05:28And sir,
05:29how do we see this risk?
05:31How do we see this risk?
05:32How do we see the selection of companies?
05:34If you can give us some tips?
05:34It's their second one.
05:37A fundamental basis of simple advice.
05:40If you don't remember anything about retail investors,
05:43then one simple thing is,
05:44you can go far from the debt.
05:47In the bank,
05:48you can't do anything.
05:50But the rest of the debt is far from the debt.
05:53If you have a debt,
05:54you can try to sell it.
05:59And if you have a new investment,
06:01then a low debt company.
06:02That is the most important.
06:04Single advice.
06:05Speaker 2
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