बाजार में लगातार उतार-चढ़ाव, Crude Oil की हलचल, West Asia Crisis, IT Sector की कमजोरी और Q1 Earnings की चिंता के बीच आखिर निवेशकों को क्या करना चाहिए? इस वीडियो में Market Smith India के Mayuresh Joshi बता रहे हैं कौन से सेक्टर मजबूत दिख रहे हैं, किन शेयरों में मिल सकता है बड़ा रिटर्न और आगे बाजार की दिशा क्या हो सकती है।
🔥 चर्चा में Stocks: Strides Pharma, Godawari Power, NLC India, Engineers India
🔥 Strong Sectors: Pharma, Power, Metals, Chemicals
🔥 Topics: Stock Market, Nifty, Bank Nifty, Q1 Results, Crude Oil, AI Theme, Earnings Season
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शेयर बाजार में निवेश और ट्रेडिंग जोखिम के अधीन होते हैं। सही जानकारी, उचित विश्लेषण और डिसिप्लिन के बिना लिए गए निर्णय नुकसान का कारण बन सकते हैं। इसी उद्देश्य से हम आपके लिए आयोजित कर रहे हैं Stock Market Weekly Analysis Webinar, जहाँ बाजार की चाल को शैक्षिक (Educational) उद्देश्य से समझाया जाएगा।
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🔥 चर्चा में Stocks: Strides Pharma, Godawari Power, NLC India, Engineers India
🔥 Strong Sectors: Pharma, Power, Metals, Chemicals
🔥 Topics: Stock Market, Nifty, Bank Nifty, Q1 Results, Crude Oil, AI Theme, Earnings Season
#StockMarket #Nifty #BankNifty #MayureshJoshi #StocksToBuy #ShareMarket #PharmaStocks #PowerStocks #MetalStocks #ChemicalSector #Q1Results #CrudeOil #MarketCrash #Investing #IndianStockMarket
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शेयर बाजार और म्यूचुअल फंड्स की आसान भाषा में समझ चाहते हैं?
यहाँ पाएँ —
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📊 Nifty–Bank Nifty Analysis
📚 Technical & Fundamental Insights
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🎓 Paise Ki Paathshaala – Investor Education Program
Market ko samajhna ab hua aur bhi aasan!
👉 Telegram: https://t.me/NiveshManthanAdive
👉 Arattai App: https://aratt.ai/@niveshmanthan
🎙️ Expert Guidance
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शेयर बाजार में निवेश और ट्रेडिंग जोखिम के अधीन होते हैं। सही जानकारी, उचित विश्लेषण और डिसिप्लिन के बिना लिए गए निर्णय नुकसान का कारण बन सकते हैं। इसी उद्देश्य से हम आपके लिए आयोजित कर रहे हैं Stock Market Weekly Analysis Webinar, जहाँ बाजार की चाल को शैक्षिक (Educational) उद्देश्य से समझाया जाएगा।
यह पूरी तरह मार्केट अवेयरनेस और नॉलेज शेयरिंग के लिए है। इसमें दी जाने वाली जानकारी किसी भी प्रकार की Buy/Sell/Hold Recommendation, Assured Return, या Investment Advice नहीं होगी।
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NewsTranscript
00:00Hello, I am Raji and with me is the well-known face of the market, Mahesh Joshi, Mahesh of Market Samiti India.
00:08You are most welcome, there is constant commotion in the market and that commotion continues from one day to the next.
00:16moves and intraday
00:29Hope is rising across the world. Brent crude has come down below 100. Our market is happy from within.
00:36Why is it not possible
00:39Kamashkar Rajeshi good oops nupi you have two problems Rajeshi first thing is how quickly the reaction comes in it
00:50This is what India and other countries like India supply and there are many derivatives of the supply on this.
00:59which
01:03As far as fiscal deficit is concerned, current account deficit is inflationary pressure, second feeding which is fertilizers
01:11If this also applies to other components in the extraneous supply chain
01:20I am subscribing to Ganigaine and this is coming out, so we and this are coming out
01:35There may be some visibility in that which is the next financier which is the Potter and Furs upper from April to June
01:43This is what I got at you that
01:47This time, there may be some problems in terms of overall output.
01:54related measures and hence what we were expecting was a further rebound in corporate earnings
02:00to expand at 14-15 and even beyond that it has moderated back to around 10-11 percent
02:06The private capex we were talking about
02:09That we started showing green shoots in the January to March quarter, I said it might take a bit of a backseat if there is a problem.
02:18Is
02:18macron-microcouncils that can probably come back as a back-ended revival as well
02:23If this continues for a little longer, then I think there could be divergence in terms of government capex.
02:30of public welfare schemes etc. and by visa
02:34I think there may be some breaks in the core growth which we call multiplier effect.
02:39So it remained so until
02:40The question of macros and micros as far as Indian lot of economies like India and the second which is the larger portion
02:46is the AI trade today where we US or
02:49We are looking at developed markets, hyper skillers, product companies, platform companies in a massive way.
02:57I think AI is moving towards trade, in fact, that is the expectation I have heard somewhere in the past.
03:04from the mains and those
03:05Skillers have also declared that they're probably doing almost a trillion dollars in terms of capix
03:11Today the US economy is worth 30 trillion, so you can hear that
03:16of AI
03:16How much can the capix competitive economy grow, data centers etc. and this entire AI trade here
03:23India is lacking a bit because we don't have a complete or a pure AI play where I
03:29think
03:29Be it the western world specifically America and to a certain extent even a market like Korea or
03:36Taiwan, which makes semiconductors, has been doing some really good work on this, so if here
03:52If we talk about fundamentals, how much can we expect from the quarterly results that have come out so far?
04:00Is the market happy or is it getting so much assurance or are its concerns about the future?
04:05as if told
04:06Especially due to the asteroids, there is concern about the monsoon and how much the market is in right now.
04:30What's on my mind right now is that Hormuz should open and that Gulf crisis should end.
04:35If we go along with our oil then we will be happy to know that this is our first right.
04:42And the primary concern of the market is that Hormu
05:04If there is a straight line in the next few days, then it can be said that there will be a big relief for the market.
05:11Because then the market will assume that this round of a trillion results is probably just the first quarter.
05:18It will last till then give one up
05:21For subscribe and after that maybe a slight or a slow recovery maybe seen in and
05:28Good recovery, this way the markets have been edited up so far, my subscribers have also not thought about the monsoon.
05:37If you are left then tell me that when
05:56If we look at the subscription, then raw oil is getting some relief from lager.
06:13No, this time, perhaps for the first time, we are seeing that below a hundred
06:19In the last few days, the price of Brent crude is seen below hundred for the first time in the last one or two weeks.
06:25The spot in Trechers is still a little higher but both of them have come down from quite high and have got relief.
06:32So how much should we trust the market now?
06:57Then if they start taking examples from somewhere, then I think that volatility is the root cause.
07:07Niche in the price that you have right fully thinking June contract is there, July contract is there one by one
07:14Must see construction
07:15It has been received, when will it happen, in what timeline, and under what conditions, no one knows.
07:28This Jankt Rajibiyaan.com is certainty this subscribe absolutely so right now if we look at the expectations regarding the first quarter
07:42keep or how many hopes
07:45Whatever results have come, because the right part has come, we can still say that
07:51Many results are yet to come but still a good sample has been obtained, I mean the one which
07:56We take out grains of rice from the sack and look at them, it is more than that.
08:14An impact will come this poet was first in Mai and so if you large part attache the thik tak is a
08:23Except for two banks, the larger part is divided into two types: middle-sized private banks and public banks.
08:29Sector B
08:43But the problem was that it is going on all over the world, our services company is definitely liking it, so
08:49I think even though valuations are attractive, the market is a little weak considering the growth outlook.
08:55There is a little market circumstance there, there is a little market circumstance there
09:13Specifically in the first, which has been the case in April, volatility was definitely seen there.
09:19So in the Allan Gas and Energy space obviously I think there are mixed back-up numbers power as a
09:27The theme clearly emerging is that there are interms of incremental summer demand expected to go up exponentially and this
09:33Lake data centers
09:43Be it promoters, data center providers or cable companies, all of them have given good results.
09:51have given a very decent set of numbers in my opinion but back to Kahaina as we headed to the
09:57The first quarter input costs are definitely high, and there may be some problems in the supply chain.
10:04Can demand soda taper up both the intervals of which price may increase and due to monsoon
10:12Shahiye, it may take some time for internal demands to see all these things but it is a subscription and last but not least
10:19the least I think domestically focused companies were Prite Mar
10:50Are you considering it okay now or was it an expectation, the subscription has improved earlier but otherwise both are slow.
11:03In which category will you place it?
11:05So relatively better in my opinion because I think what was expected in terms of earnings actually expected to improve.
11:12And perhaps I think has been exhibited in the actor and hence I assume that when I think
11:20We were going through a period from September 24 to about December 25 for almost 15 odd ones
11:28There earnings largely
11:30I was disappointed and started seeing green shoots of Kaheena in terms of quarter to last financial year
11:35And if you look at the quarter-on-quarter growth in earnings,
11:40is relatively better than Q2 on Q3 and Q3 on Q4, that means Q4 is better than Q3, it is not
11:47That we started to see Q4 being lighter than Q3 and a little better than that.
11:53It is not just that it came out better than expected, it came out really good.
12:05On its basis, are you moving ahead with a good hope for the why or with the why
12:11We have to remain apprehensive now because we don't know what will happen in the end. The war will stop in two days.
12:17Or he will stop in two months and
12:27If I add another thing in this, Rajiv ji is sitting on this dot company inventory.
12:44So that's why we say that if you approach the interiors, you can compare the deliveries with a little softer or
12:54Can remain soft
13:03If I were to ask you about the winners and losers of this earnings season or even individual stocks,
13:10Discuss which results have completely surprised you positively, oh wow, this one
13:17So be happy
13:22This is not a recommendation from anyone, but purely from how numbers and results come from banking. If you
13:28See Appxit you bank tha liye bank ki project gree stops diya hai aaj ji karuviyashya bank ke number
13:43are
13:43The bank has given consistent performance since its inception. As far as these numbers are concerned, I feel that the bank is good.
13:51This Nestle India has given a very impressive performance and its previous year numbers are also very good.
13:59Aja is good numbers are presented in my Upinion is well Bajaj Consumer's and Mitcalfe fitting numbers are presented
14:10The amount of money that has been done seems a bit excessive, but the numbers of the forge were much better, which shows it at the stop.
14:23tomorrow outs
14:27It has been very strong and powerful. It has a lot of power. It is a very strong set. It was an outstanding set before the numbers.
14:38Also Stop was taking out the supply section of Acha, the numbers have been delivered well and even today there are more numbers.
14:43�
14:59Higher numbers gave better performance and on the contrary, if we look at the results on the Vites side, what exactly
15:14It was disappointing and you will probably count this sector in Visa, but along with IT, there are other
15:23What are the other sectors that have either improved or disappointed? Pivoting to this sector
15:34Yes, the performance was okay.
15:37The expectations or expectations of these sectors will be reflected in the new ones.
15:42Then the intersagroad dynamics have definitely recovered from some visible or false news there and even more
15:50You have given a good performance today.
16:12I am subscribed and the two main points of disappointment are IT and
16:34A little bit of auto somewhere selectively now for the future always investor whenever you come then this
16:45Want to know where to invest next, which theme will work today, just contact us at growf
16:51If you don't want to see it, look at safety also.
17:03And whether the money received is less or not, the investor will be safe in every way i.e. the returns will also be safe.
17:11How are all these wishes going to be fulfilled, where are they going to be fulfilled?
17:15So we don't need much of the broker in Mankali which is a new pharma and this is why the power of
17:37that the upper goh shuled above the sust
17:50So pharma is definitely one sector which has been on the rise, second to this is metals and mining sector I think.
17:59When we talk about self-reliance and when we expect that a lot of mining or metal
18:06This company is completely dobby
18:11But there will be containers and because of backward integration, lower operations will be done somewhere along the lines of tree power.
18:19Along with end-to-end applications and end-use products, there are also innovative market models like Wally's.
18:40Let's see a 20-25% earnings growth in the Indian market. This is probably what selective manufacturing companies can deliver.
18:51The third segment will be Interms of Infrastructure and Engineering Company which is a domestic led division.
19:13The divar dodishit ravin which grut kar vector which it is probably at aagrichhent seten which development question can do forth
19:38Like I was saying,
19:39I think certain chemical companies can continue doing well
19:44Those who have niche specialties and who have a China Plus One theme which is quite popular, they are
19:53It will go, it will go
19:53But end product pricing probably remains intact.
19:56and the work that they are probably doing in terms of capacity expansion
19:59is in the right area
20:01which can bring multiply repack bottom line
20:03So I think the thing is chemical sector
20:04Could be a dark horse
20:12If you want to mention some of your individual topics in this
20:16So I declare that this is not my personal family.
20:20But part of the parcels may have portfolios.
20:23Vomiting of cells may occur
20:24You should consult your local advisor before investing in these stocks. Apart from this, the Evita margin is around 30 percent.
20:45This Enteng Enteng
20:47This wave of revenue is expected to come back significantly from the rest of the market.
20:53and which may be launched
20:57If the price could move significantly over the next few quarters, there is one stock that is in our portfolio like
21:04This disclabor within metal stop mining we think think Godavari Power Insp is something dayun likeing India
21:12We think the expansions they are getting in their mine, the sponges they produce, the pallets
21:19This is the production and the CRM plant that is putting this in, I am saying three vectors like line growth
21:28Tha Tha 15 Prish
21:30This present bottom ibita goth 28 present bottomman grow consistent pallet reliefs better than market c aren plant and par
21:39Even by subscribing to the plan, internal earnings remain strong at so many crores above cash.
21:48Upper present bottom at big multiplier effect may deliver a bond per power aspe more also some shot
22:00But can he Analyst India think that expansion is going on ahead and will be done with the impression of
22:08Those who are going into the economy and expanding renewable and thermal, this is a large-scale project.
22:14Prich fort fort per teset fort it bed pedit present ped it which act exchh apt fatv per twitwite abita
22:32Se prein ki ine ka wiki pesni chim karneke b dili is mein ja pickkar aenge
22:34You will understand that if you push the ball from this lens towards home then you will be shocked.
22:49We like this very much, large screen versions like I am not living for Radha.
22:56Is it or not?
23:00Where there is not much difficulty in one if and when Gates says that when the start-up of infrastructure redevelopment
23:11There will be a desire to do a lot of economies and
23:15Presenting India which works in various areas of infrastructure, you can focus on this here on Upper Ghuthar
23:28live in the middle of
23:39This can take it up to fifteen percent. Here also if there is a flow, then these are some stocks.
23:49We like it Prom Discriminator back if not in my poster hoarding then give it a double once
24:01India Strike
24:09These are four names and what kind of goal can investors keep in mind while working in this, so we will tell you
24:18Normally, on making money, this is one video percent, this is one year in a year, thank you very much.
24:29And disclaimer, you already told me all these names.
24:33Thank you very much for taking the time and I hope to hear from you again soon.
24:41Thank you for your bills
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