क्या भारत का शेयर बाजार सिर्फ War और Tariff की वजह से रुका हुआ है? क्या Iran-US तनाव खत्म होते ही Nifty नई ऊंचाई बनाएगा? या फिर बाजार अभी भी Consolidation Zone में रहेगा?
इस वीडियो में Sunil Subramaniam ने विस्तार से बताया है कि FIIs भारत से पैसा क्यों निकाल रहे हैं, AI Revolution का भारत पर क्या असर पड़ सकता है, US-India Trade Deal कितनी महत्वपूर्ण है और निवेशकों को अभी क्या रणनीति अपनानी चाहिए।
मुख्य बातें:
✅ FIIs भारत से पैसा क्यों निकाल रहे हैं?
✅ AI Revolution और भारतीय अर्थव्यवस्था
✅ US-India Trade Deal का असर
✅ Nifty और Sensex का Medium-Term Outlook
✅ SIP जारी रखें या रुक जाएं?
✅ Mutual Fund बनाम Direct Stocks
✅ Retail Investors के लिए Action Plan
अगर आप Long-Term Investor हैं, SIP करते हैं या शेयर बाजार में निवेश की योजना बना रहे हैं तो यह वीडियो आपके लिए बेहद महत्वपूर्ण है।
#StockMarket #Nifty50 #Sensex #SunilSubramaniam #ShareMarket #StockMarketIndia #MutualFunds #SIP #InvestmentStrategy #MarketOutlook #FII #DII #NiftyPrediction #StockMarketNews #IndianEconomy
📌 Nivesh Manthan — Your Investment Partner!
शेयर बाजार और म्यूचुअल फंड्स की आसान भाषा में समझ चाहते हैं?
यहाँ पाएँ —
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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।
इस वीडियो में Sunil Subramaniam ने विस्तार से बताया है कि FIIs भारत से पैसा क्यों निकाल रहे हैं, AI Revolution का भारत पर क्या असर पड़ सकता है, US-India Trade Deal कितनी महत्वपूर्ण है और निवेशकों को अभी क्या रणनीति अपनानी चाहिए।
मुख्य बातें:
✅ FIIs भारत से पैसा क्यों निकाल रहे हैं?
✅ AI Revolution और भारतीय अर्थव्यवस्था
✅ US-India Trade Deal का असर
✅ Nifty और Sensex का Medium-Term Outlook
✅ SIP जारी रखें या रुक जाएं?
✅ Mutual Fund बनाम Direct Stocks
✅ Retail Investors के लिए Action Plan
अगर आप Long-Term Investor हैं, SIP करते हैं या शेयर बाजार में निवेश की योजना बना रहे हैं तो यह वीडियो आपके लिए बेहद महत्वपूर्ण है।
#StockMarket #Nifty50 #Sensex #SunilSubramaniam #ShareMarket #StockMarketIndia #MutualFunds #SIP #InvestmentStrategy #MarketOutlook #FII #DII #NiftyPrediction #StockMarketNews #IndianEconomy
📌 Nivesh Manthan — Your Investment Partner!
शेयर बाजार और म्यूचुअल फंड्स की आसान भाषा में समझ चाहते हैं?
यहाँ पाएँ —
📈 Latest Market Updates
📊 Nifty–Bank Nifty Analysis
📚 Technical & Fundamental Insights
💡 Smart Investing Tips
🎓 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
Bazaar vishleshak ke saath samjhiye market ki har chal, trend aur sahi investment opportunities.
📺 Subscribe Now – Apne financial goals ko reality banaiye!
📌 Daily Updates: Follow Us
🔵 Facebook: https://www.facebook.com/niveshmanthan
🐦 Twitter: https://twitter.com/sharemanthan
📸 Instagram: https://www.instagram.com/niveshmanthan_/
🌐 Visit Our Websites
https://www.niveshmanthan.in/
https://www.sharemanthan.in/
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
00:00Well, tell me this, there is this notion in the minds of many people at this time that only they can control India.
00:06Why is the market stuck just because Mr. Trump has imposed tariffs, after that the story begins.
00:12What has happened, only one thing has been fixed, this is
00:28After seeing many things, he will turn back and get stuck again, so what strategy should be adopted, do we mean it now?
00:37They should keep investing a basket every month in SIP mode and keep doing diversified investments or in
00:46�
00:46Keep investing money, go to the market now, the market is falling, just keep investing your money in a disciplined manner.
00:55Absolutely Vikas, we all work on very near term memory like when mangoes
01:03If it was then all the problems are due to tariff.
01:05It is happening now, it is war, so due to war, this is our very near term concession, remember?
01:09We are selling Eiffel Towers since September 2024. At that time there was no war or trump card in India, so its
01:18There are some other reasons due to which we are facing problems with EFF India.
01:35No no, now think about it, for them it is not like seeing standalone India, they compare it, they see it.
01:44The rest of the country has a growth potential and weave products, they look at it in a blended way, this is called
01:54are PG ratio it's a
01:56They wondered what the growth rate is in PG and we can debate that the countries which are leading in AI
02:04It is advanced, their growth rate will be very very very high, so Korea, Taiwan, China, America, all these countries are very important for them.
02:14Looks far ahead of India in AI
02:26Why could this be done before this because the work of AI is to reduce pollution and India needs to increase pollution.
02:38It is a simple thing that if I divide ten people into half the number then the number of people will be reduced to one.
02:44do it during the day
02:45There will be no dispute between the two parties and no political party will be able to control the state.
03:05If she had said such things, she would have immediately stepped down from power, it would have been a political suicide for the country.
03:12Such is our need, our youth population is increasing, jobs are needed as per the heart.
03:19every five years at the age of 18
03:34Those countries, like China or Korea or Taiwan, had aging populations and productivity problems.
03:42People are getting older and this is clearly visible in those countries and China.
03:48put it on him
03:49If a policy of family control is made in 2010-2011 then from 2017 their population will be of working age.
03:58was falling, so they adopted AI and robotics very quickly because they needed it.
04:06If it was there then there would be two benefits in it if
04:17And I am saying that India is obviously lagging behind in the AI race and fees are being spent.
04:24He is seeing that Bhaiya, AI is going on all over the world, so this is the next industrial revolution.
04:29Like what kind of discs are there, hey, the horses in the carriage
04:33Most of the world was going to the automobile when it came, it is a kind of expression of industrial
04:40Secondly, it was moving into the textile industry, so power looms and all this led to missionary-oriented weaving.
04:47So p
05:01They can increase by 215% and today their prices were much cheaper than the stock market valuations of India and China.
05:07Whose habit was Korea's almost the photo, so for them Korea, Taiwan, China, America, visible country initial also
05:16It seemed
05:16This AI, my allocation in AI, I should increase it, they have increased the abdomen, so it should be reduced somewhere.
05:23If reduced to India, then one is the evaluation of India, second is the non-readiness of AI of India, then later on
05:28In the day this Trump lady came because what did she do if Trump's people
05:45I am trying to come so that they feel that the batting I took in India with a fee in the lorry.
05:50That all these will come after the youth demographic dividend and they will adopt China Plus One.
05:57will substitute and the period
05:58Time and India's growth rate, which is running at 4.5 percent, can be increased to 8 to 10 percent.
06:04The growth rate could accelerate within five to ten years if America had such a market.
06:10If it is closed, how possible is it for America to become a country?
06:28Then if India and America are negative in this date then for India the US market is a trade
06:33If the agarik is not opened then what will be the expectation of growth of eight to ten, when there is a doubt in it
06:40If it comes, we would buy it.
06:58We are like the Jote Masi, we are the best in India, then we will not touch Vikramups Prayal then
07:22He is a Positim who is engaged in medium Derv Positmaire
07:28The price of oil has been reduced but the rest is still there, we will try to change it.
07:33This is all there is to it, but we
07:38Clearly, our stance will have to change, politically and locally it will have to be managed that Navkariya will not go ahead, we will adopt this.
07:46And how can it be, on the one hand, one way it can be done is that we export Aya
07:53orientate industry which is a new
07:54Due to export oriented industry trade deals, if we sign some deals where whatever has been done till now
08:00Our textile and leather can be grown here and the Navkari will be cut which will be used in the country.
08:21is where we export
08:24If we make friends with AI and learn all this in the future, then FIS will gain complete competencies.
08:33That this is not the revolution of AI, otherwise what would we say about each other, one man's misery.
08:41Inside Mains, it's all about not just one world if you overcommit to AI.
08:51If he, if he, if he subscribes, then as I have just heard, there are eight companies which are with me.
08:58If big giants like Microsoft and Google are investing fifty billion dollars in AI projects, then it is terrible.
09:07That's how our Largus is.
09:12If they thought there would only be one winner and Uther became an Aunty AI wave, then
09:20It is like this that India can get money if that also happens in between due to which we have to go to the market.
09:26I was trying to introduce Broader Pitcher to all the Pros and you
09:32We need to bring back the situation to what it was before September 2024, only then can you say that the market will recover completely.
09:41So, in all these things that happened with AG, we need a rollback or reversal or whatever.
09:46It should happen only then we can say that the path is clear for our market outlook.
09:52No problem go
09:57It is empty at the end of this war and if the oil reaches 85 then everything will be fine and this will go away, know this.
10:04It would be wrong to believe
10:11So if I want to understand briefly what you have said, Tuniil ji, you are saying this
10:17That okay, this is a positive development, once the deal is confirmed then it will have another benefit.
10:22We'll get another move made but it's not going to be any
10:25There's not going to be a runway rally; the market isn't going to run away from here and go anywhere near these levels.
10:31There will be some ups and downs around here
10:33We should continue our investment in a disciplined manner, no, you are absolutely right and what do I think is the reason for this?
10:40Look, the money that was to be spent on Dias, Retail and HNai is being spent.
10:45Already, this is not because of a blow that happened a little in March from retail investors persuasive
10:52Due to fear of war, money was withdrawn from the stock market. This situation did not arise in March.
11:00I woke up a little bit from retail.
11:02There was a lot of buying, so whatever domestic money was there, it was mostly invested in the market.
11:10If a new lake is to be formed then is this mutual fund flow which is around Rs 40,000 today or Rs 80
11:16,000 then there could be a flip in the market if it doubles
11:31Now the money will be wasted in choosing empty sectors, from where will the fresh money come that much of the provident fund
11:38Every Menika is getting two or three thousand rupees, I am not for fresh food, sir, please pay attention to it.
11:43How far is it from you said that right
11:46This time we have seen good results in the fourth quarter, but the real pressure is going to come in the first quarter.
11:52In the quarter, because of the high oil prices and the impact of the war, we
11:58The first quarter results will be reflected in the upcoming
12:16No, I will not do it. Vikas, see what I have analyzed that the results will be bad in July, that is hundreds of mutual funds.
12:25The analysts are also thinking the same thing: either the market does not like surprises or it likes positive surprises.
12:33�
12:33So the market will run, if there is a negative, the market will fall, surprisingly, I believe that it is the result season of July.
12:40It is that most of the word managers know that these results are not going to be good, so that is why retail
12:45Shahid broke
12:59That thought is on fire, so I said that the market can fall more than this, development is news.
13:05If the news is worse than what we think it is, there can only be a lot of darkness. Development is unlikely.
13:12Nowadays so much data about every company is available on all the analyses.
13:29If we do a little bit, if there is a very negative comparison to expectations in another sector, then maybe it is possible.
13:35So I don't think the market will fall in July, but you need more money to grow.
13:43Shouldn't it?
13:44So, it seems that this is the money that retailers have and they are investing in this subscription.
13:50To get more money to come and take over the market, we will have to look outside; we will have to come from outside and make friends there.
14:06The situation in other countries is very bad.
14:09So they found India to be very good, so to bring in foreign money, they need to boost our growth.
14:15It will have to get better and that growth is seen improving in the first quarter and will continue further if
14:20Like the price of oil increased by ten rupees and the price
14:39Those who had increased the ten rupees, they are giving the pot, we also understand that they are not going to do that either.
14:43If possible, then its impact on the economy will be in the form of increased inflation and that will last for a little longer.
14:48Time will pass, I will not see what you are saying
15:08It is going to have an impact on me, this is not a surprise, I am talking to someone, I am hurting.
15:17-I am a big person, I am going and unleashing it, so the big people clearly know this, that is why they are selling it.
15:22So I believe this is Bad News Diska
15:37And it will fall to five or the fiscal dividend will allow the government to drop to 4.8 or if anything happens that
15:45India's growth rate was not affected by you, it decreased from 6.5 to 6.3 or the fiscal dividend government
15:51After doing some yoga, he
16:07That negativity is not there in India, so what I am trying to say is that this
16:13Whatever I have to do
16:18If you have money then you can go further or you can give it to your family in private.
16:36Are
16:37Remember, the market will show its movement only after the negative surprise which is above the positive surprise and in that both
16:47Sideways surprises may come
16:52So finally, what is a surprise? For an important investor, the most important thing to understand is this today.
17:00What do I do in the market?
17:02I am saying that you invest money in the market every day, every day your money loses something or the other.
17:11How to apply it, what you had decided before the war was that mine is this large, medium, small, this much.
17:21Whatever comes in this sector, in this sector, in this sector
17:29And you can ignore it from your asset allocation but if you buy a little bit every day in a staggered manner then you will be able to achieve average
17:38We will bring out good news, bad news, good news, bad news and one day the time ends and
17:44The situation of all these things will definitely be better than today, so whatever you are buying today,
17:50That �
17:51We can provide you with many excellent wealth creation opportunities, but you need that discipline and that fear.
17:59You should invest steadily keeping whatever you have in mind and not think that yesterday I bought it home.
18:05Arth fell down, friend, why did I not do this?
18:09Disciplined systematic diversified investing daily, this is what I have to do for today.
18:19You told me what not to do
18:23Don't panic if you need money for some other non-market related goals.
18:31If you need money then take it out, no problem.
18:51So this will increase. You should not go and pick sectors with this logical thinking, the market does not respect logic.
18:59The market respects flows, the market respects surprises, ups are down and you are in no situation
19:06To tell you which side she will actually come to
19:10Neither after retail investment, is it number crunching or knowledge or anything else, then it is in the absence of
19:16that I would say if you want to play with sector allocation
19:22That is, what I am saying is that if you do stocks then do diversified stocks but you think
19:27Whether some sectors may do well and some may do badly
19:30So hand it over to the mutual fund manager and let him choose which sector will do well or not.
19:36So if you want to do a sector then you delegate it to him.
19:47If you are going into each sector, you have three choices. Choose three mutual funds which are different in different ways.
19:53You will find that a mutual fund pair is
19:58There will be more weight in banking and there will be more weight in technology, whatever it is, you should keep a differential.
20:11If you want to avail the benefit of the lecturer then avail it through the fund manager. Sunil ji, thank you very much.
20:19He took the time and explained everything in great detail and in a very simple way.
20:27Thank you thank you very much
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