00:00In Namaskar, Rajiv and I are joined by renowned faces of Baadar, renowned experts and experts of Sense Sensibility.
00:07CEO is with me Sunil Supramaniam ji, you are very welcome, you took out your time, now the clouds
00:15I cry as we cry
00:27There is one and the third one is there and the money that comes from retail is Efais and there is Chanai Retail.
00:35I noticed that your money was selling less on Thursday of the previous week.
00:46It was a little positive as well, 400 crore, 600 crore, then yes back
00:57If I looked separately, then approximately the first purchase plus sales of options, then in March it was good.
01:06So, around 40% of sellers are 8% sellers and this is in terms of net difference and net flow.
01:15We could see that 20 percent
01:17But he was looking at the beginning of the previous week and the end of the week before that.
01:21It changed to 50-50, meaning the purchasing fees were falling a little and the
01:28There are those who are going to bring down, the number of those who are going to come out is decreasing.
01:36The price fell and the value of India also fell. If the sum of plus was then I came to
01:42News of the interludes of escalation in the geopolitics and oil prices suddenly returning to the ninety-second level.
01:50It was exactly one hundred and five ten
01:53When the dollar bill was issued, S got scared and his sales reached Rs 9000 crore on Friday and Rs 1000 crore on the first day.
02:02Not 4000 crores, in two days they sold a total of 12000 crores, so that was a bad thing.
02:09It was news and what happened to him.
02:11If this thought comes to mind then retail is also scared, so I will create an index to track it.
02:18I see that it is the advance decline ratio of the entire market, if you go and see 3000 stocks then it will be the beginning of the week.
02:26He was in favor of advance
02:37So what happens in this advance decline is that there are more retailers playing in three thousand stocks.
02:4390% of mutual fund portfolio is within the Nifty 500
02:48Going a little outside the 10% small cap funds, you can also buy in the range of 500 to 3000.
02:55If you track advance declines in the universe of 3000 stocks, you will get retail participation.
03:01If you look at the month well, then at the end of the week this will happen due to increase in oil prices.
03:08And they booked the profit which they entered and this is the second thing that happened
03:14He is D.I.S. So what D.I.S. has done is see from the beginning of this month
03:19For the first 2-3 days, he bought 8-9,000 crores because F.I.S. was selling the pair then.
03:25Th
03:29See, he reduced his purchases completely, in fact for two days he was buying from net sellers, so this
03:36Vikas was very unique, if domestic investors are getting angry at India and money is being withdrawn.
03:42that thing is so scary
03:57By increasing their cash balance while waiting for the earning season, they run out of ammunition.
04:03Look at their ammunition last time I bought them Derla Crod, okay, but before that I
04:12It cost only 30,000 crores and
04:1440,000 crores in January as well, so I think the ammunition of Chayad Mutual Fund, I saw that 2
04:21Cash balance had reduced by 0.7% but if you looked at mutual funds of the last month, they
04:27The gross flows of Rs 40,000 crore were recorded in the
04:35There is money but you should correct that the ammunition is less and hence he books profit and sells the ammunition.
04:42Storage was being increased so that whatever looked good during the earning season could be stored and sold then.
04:50If it is not in one position then the
05:05So what is there in this that there were two reasons for buying retail, one was that I heard in March
05:12If there were data, it would not be possible to conclude that many people did tax harvesting, i.e. capital with capital loss.
05:20He booked the loss and settled it, so there was some trouble.
05:23The race was done by Retail and HNai in the month of March and when will such a chance come back in April
05:29For them, after the fall in the first week of April, they felt that there was a need for further correction.
05:34If I go there now, this retail
05:51I would say then coming to the next question, the reason for this condition of the market is firstly the DIA sector.
05:56There is rotation and what is the second thing, let me tell you that it is so dry that the guns in the market
06:06The powder that remains in your ammunition when
06:09If a giant company gives very good results and guidance or very bad results and guidance in a sector, then
06:18If there is a sudden rise or a sharp fall in the entire sector, then this is a good idea for a nest.
06:29Result
06:39Hare grid ya thhekri aje ne akcho ue yah ryakshtik ke lugta hai ke marginki bahar ke haal aant
06:59Nothing has changed in me, while some mysterious lions are not able to see this.
07:05So when will this situation change? The end of the war in Afcos geopolitics will ultimately be something that will affect the market.
07:14Capricorn can bring peace to his alabama as the earning season progresses and clarity is gained and this
07:21Clarity on what?
07:23Let me tell you that both FIs and DIs are looking at it very closely for the third season.
07:31One of the things I'm saying is that every single person who has done this to death has done this to death.
07:40The effect of oil prices on the results of this Maine
07:51It appears that they have calculated and dropped the consensus estimate and this is the impact of March, okay, and after that
08:01Besides, you will see
08:05Guidance means what do you think about the next two to three quarters because the war is over now, April is over.
08:13If not, oil is still there, what are they anticipating in this quarter and next quarter?
08:21I need to know how it will be.
08:24So this conversation is very important to know who this company is. What is the third thing that this
08:31This is the period where especially for diabetes, see in the market many things many people will buy right now.
08:40Time has come, Vali
08:53If we talk about it then now this is the verse of Vaud's lacrity, Vaud's beat is very much on his
09:08If you do not take guidance from the responsibility of this side then you will get the jet.
09:17Ang this year's Ontario Don Cant
09:20What can be done to anticipate the growth of EPS in the market?
09:24The consensus will be reached and based on that the valuation will be done and then whether it is cheap or not.
09:29Or it is expensive, they will decide and on that basis they will rate the sector and
09:34Why is this especially important for FIS? Because as much as India has
09:39There has been a correction, see what is important for them in our long term
09:43The average PE is not important for them but in comparison with the emerging market.
09:50How premium will our PE be because in the worst of the scenario, India's
09:56The premium was 30% and the 10-year average premium was 64%, now it has fallen to 52%.
10:05It has come closer but even 52 does not give them full comfort because now this
10:13What forward will come out this year so that it can be done with me
10:20Keep in mind that this earning season is very important, only after these things you
10:25There will be clarity, apart from geopolitics, these two things are involved in Afkos
10:31Geopolitics was resolved and oil prices started moving back to 95, 95, 85.
10:37So if Gurujaan comes to the market naturally then don't even ask, otherwise we will think about Arnis etc.
10:43Live
10:43If politics continues like this then it will study every sector in Arnis and you will see on its basis.
10:48that every day, whoever, even today, whoever
10:51If someone acquired something and started running it in the market, then anything good came for good news.
10:59If the news says so, I am ready to go and buy it.
11:03DISB and retail and HNISB and FIS are careful and one thing I was looking at was the beginning of the last hand
11:11of the week to end of the week
11:12Both the long shot ratio and put call ratio start in neutral territory and then fall sharply into bearish territory.
11:20Has gone
11:21Today is Friday, so I believe the data will come later, I haven't seen it yet, it will come in the evening today.
11:27Need some short covering
11:28The reason for the initial rally was that the oversold was 18 to 22 and the long shot ratio and put call ratio had fallen.
11:37up to 0.71
11:38I am talking about Friday, so definitely the initial pop that happened today due to the extreme bearish market
11:44I am not seeing that
11:47There was a short covering that started, that's one reason, especially in the larger cap space, and secondly, I
11:53The advance decline shows that it's heavily back in favor of advance, which means retail is getting these two days'
11:59Correction: When the waiver value started appearing, the waiver went into hiding. It is not known whether it will be fine tomorrow or not.
12:05Not that R has passed away
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