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
