#ShareMarket #StockMarket #Nifty50 #BankNifty #RBIPolicy #FIISelling #StockMarketNews #MarketStrategy #Suzlon #Trent #VodafoneIdea #ITStocks #PowerStocks #MetalStocks
What should investors do after the latest RBI Policy announcement? Is the Indian stock market still under pressure due to aggressive FII selling? Has the recent rally in IT stocks created a buying opportunity, or is it a profit-booking trap?
In this video, we break down the current market mood, analyze the impact of RBI's policy stance, and discuss the outlook for Nifty, Bank Nifty, IT stocks, Power stocks, Metal stocks, OMCs, Green Energy, and key stocks like Suzlon, Trent, Vodafone Idea, BHEL, and PTC Industries.
We also discuss how rising crude oil prices, a weakening rupee, and global uncertainties are affecting Indian equities, and which sectors could outperform in the coming weeks.
Topics Covered:
✅ RBI Policy Impact on Markets
✅ FII Selling and Market Pressure
✅ Nifty & Bank Nifty Next Week Strategy
✅ IT Sector Rally: Buy, Hold or Sell?
✅ Infosys, TCS, HCL Tech, Coforge & Tech Mahindra Outlook
✅ Power & Metal Sector Opportunities
✅ OMCs vs Green Energy Stocks
✅ Suzlon Share Analysis
✅ Trent Bonus Issue Explained
✅ Vodafone Idea Stock Outlook
✅ Market Correction Strategy
✅ Best Sectors to Watch Next Week
Whether you're a long-term investor, trader, or market enthusiast, this video will help you understand the key trends shaping the Indian stock market and prepare your portfolio for the next move.
Like, Share & Subscribe for daily stock market updates, investment insights, and market strategies.
RBI Policy के बाद शेयर बाजार किस दिशा में जाएगा? क्या FII Selling का दबाव अगले हफ्ते भी जारी रहेगा? क्या IT Sector की हालिया रैली सिर्फ एक Trap है या निवेशकों के लिए बड़ा मौका? इस वीडियो में हम Nifty, Bank Nifty, IT Stocks, Metal Stocks, Power Sector, OMCs, Green Energy, Suzlon, Trent, Vodafone Idea, BHEL, PTC Industries और अगले हफ्ते की Market Strategy पर विस्तार से चर्चा करेंगे।
जानिए क्यों Crude Oil और कमजोर रुपया भारतीय बाजार के लिए सबसे बड़ा जोखिम बने हुए हैं, IT Sector में Profit Booking करनी चाहिए या नहीं, और किन सेक्टर्स में आने वाले समय में बड़ा पैसा बन सकता है।
Also Read
Stock Market Crashes On New US Tariffs; Sensex Drops 890 Pts, Nifty Plummets 240 Pts; 7 Big Movers Of The Day :: https://www.goodreturns.in/news/stock-market-crashes-on-new-us-tariffs-sensex-drops-930-pts-nifty-plummets-260-pts-7-big-movers-1512685.html?ref=DMDesc
SmallCap Stock Rallies Post Q4 Result, Hits Upper Circuit | Do You Own? :: https://www.goodreturns.in/news/smallcap-stock-rallies-post-q4-result-hits-upper-circuit-do-you-own-1508771.html?ref=DMDesc
Indian Stock Market Falls Today As Elections Cheer Fade: Why Sensex Fell 620 Pts & Nifty Sank 197 Pts Today? :: https://www.goodreturns.in/news/indian-stock-market-falls-today-as-elections-cheer-fade-why-sensex-drop-620-pts-nifty-slip-197-pts-1506235.html?ref=DMDesc
~HT.178~PR.474~GR.506~ED.472~VG.HM~
What should investors do after the latest RBI Policy announcement? Is the Indian stock market still under pressure due to aggressive FII selling? Has the recent rally in IT stocks created a buying opportunity, or is it a profit-booking trap?
In this video, we break down the current market mood, analyze the impact of RBI's policy stance, and discuss the outlook for Nifty, Bank Nifty, IT stocks, Power stocks, Metal stocks, OMCs, Green Energy, and key stocks like Suzlon, Trent, Vodafone Idea, BHEL, and PTC Industries.
We also discuss how rising crude oil prices, a weakening rupee, and global uncertainties are affecting Indian equities, and which sectors could outperform in the coming weeks.
Topics Covered:
✅ RBI Policy Impact on Markets
✅ FII Selling and Market Pressure
✅ Nifty & Bank Nifty Next Week Strategy
✅ IT Sector Rally: Buy, Hold or Sell?
✅ Infosys, TCS, HCL Tech, Coforge & Tech Mahindra Outlook
✅ Power & Metal Sector Opportunities
✅ OMCs vs Green Energy Stocks
✅ Suzlon Share Analysis
✅ Trent Bonus Issue Explained
✅ Vodafone Idea Stock Outlook
✅ Market Correction Strategy
✅ Best Sectors to Watch Next Week
Whether you're a long-term investor, trader, or market enthusiast, this video will help you understand the key trends shaping the Indian stock market and prepare your portfolio for the next move.
Like, Share & Subscribe for daily stock market updates, investment insights, and market strategies.
RBI Policy के बाद शेयर बाजार किस दिशा में जाएगा? क्या FII Selling का दबाव अगले हफ्ते भी जारी रहेगा? क्या IT Sector की हालिया रैली सिर्फ एक Trap है या निवेशकों के लिए बड़ा मौका? इस वीडियो में हम Nifty, Bank Nifty, IT Stocks, Metal Stocks, Power Sector, OMCs, Green Energy, Suzlon, Trent, Vodafone Idea, BHEL, PTC Industries और अगले हफ्ते की Market Strategy पर विस्तार से चर्चा करेंगे।
जानिए क्यों Crude Oil और कमजोर रुपया भारतीय बाजार के लिए सबसे बड़ा जोखिम बने हुए हैं, IT Sector में Profit Booking करनी चाहिए या नहीं, और किन सेक्टर्स में आने वाले समय में बड़ा पैसा बन सकता है।
Also Read
Stock Market Crashes On New US Tariffs; Sensex Drops 890 Pts, Nifty Plummets 240 Pts; 7 Big Movers Of The Day :: https://www.goodreturns.in/news/stock-market-crashes-on-new-us-tariffs-sensex-drops-930-pts-nifty-plummets-260-pts-7-big-movers-1512685.html?ref=DMDesc
SmallCap Stock Rallies Post Q4 Result, Hits Upper Circuit | Do You Own? :: https://www.goodreturns.in/news/smallcap-stock-rallies-post-q4-result-hits-upper-circuit-do-you-own-1508771.html?ref=DMDesc
Indian Stock Market Falls Today As Elections Cheer Fade: Why Sensex Fell 620 Pts & Nifty Sank 197 Pts Today? :: https://www.goodreturns.in/news/indian-stock-market-falls-today-as-elections-cheer-fade-why-sensex-drop-620-pts-nifty-slip-197-pts-1506235.html?ref=DMDesc
~HT.178~PR.474~GR.506~ED.472~VG.HM~
Category
🗞
NewsTranscript
00:03यह पूरा हफ़ता बाजार के लिए काफी जादा वॉलेटाइल रहा है उतार चड़हाफ के बीच में नवेशक काफी जादा पैनिक
00:10मोड में रहे हैं इस हफ़ते के शुरुआत गैप अप के साथ जरूर हुई थी 24,000 प्लस पे हम
00:16निफ्टी पे ट्रेड करने के साथ शुरु
00:29नज़ी नकई शायद हमें फाक्टर्स मालूम भी है देखे इरान की जो टेंशन चल रहा है मिडलीस में जो टेंशन
00:35चल रहा है यूएस के साथ जो वार चल रही है वो कहीं थम नहीं रही जब ऐसी क्लारिटी आने
00:41शुरू होती है कि यूएस एरान टेंशन में कहीं-नकई �
00:44and then there will be different statements.
00:47So, this tension will be in the near future
00:50where it will not give up.
00:52The pressure from the FIIs
00:56from the FIIs.
00:59Only 5 months in this whole year
01:01or the calendar year of 2026
01:05only 5 months in this year
01:08which has been very much in the past year.
01:12We will also tell you about the numbers.
01:15But you must know what is going on in the Bazaar
01:18and your portfolio of dent
01:21which can help you from the panic mode.
01:26Only the pressure from the dent
01:29that you can also get out of it.
01:31This is our attempt to tell you in the whole video.
01:34In this video,
01:36today is Harsher Dushani as a market expert.
01:39Sir, welcome to Good Returns.
01:41Thank you so much, Aniwa.
01:42Thank you so much firstly for having me.
01:44Namaste.
02:13Sir,
02:18this is a great deal.
02:25It is very bad.
02:25If you haven't seen the pressure,
02:29you can see the pressure from the side.
02:30The pressure from the FIIs
02:35in the same direction.
02:36This is the pressure from the FIIs.
02:39The pressure from the FIIs
02:40has been upside down.
02:41The pressure from the FIIs
02:44is very bad.
02:46As you have told, if you look at the current market, you have pointed out the two factors.
02:51One is crude oil and one is US$1.
02:54So if you look at the current market, the current market is the two main factors in the future.
03:00One is crude oil and one is US$1.
03:03If you look at the price, the price is non-stop weak.
03:06It has reached a level of around 97-98.
03:09And if you look at the crude oil, which is the average of $50-$50 in the range.
03:19Everybody wants to buy crude oil to $50-$60 to the bottom, so the market will keep the market
03:24in a little bit.
03:25But what I personally believe, if you look at the war, which is a market slowly and steadily,
03:31started to grow.
03:33Another big sell, but overall I feel that it is correct.
03:38Because crude oil is 90-100 to 100, and the market is one sideway zone.
04:00in the middle phase at that point
04:16that is the point of time when markets will start running
04:19so i personally feel that f is ka paisa bhi tab-tak ane nahi wana hai and
04:23agar aap aaj dekhenge to global markets kya baat kare aaj global markets are doing fantastic
04:29korea and taiwan itna chote-chote se india ke saap na hai where markets have taken over
04:34the indian markets in the population is nothing adai adai garod ka deshi population ka
04:40but aaj unki markets in india ko take over ka liya agar aap u.s. ka markets is making
04:45a new all-time high everyday aap samajh yeh is ka reason kya the reason behind this is
04:51a sector that is pulling up the entire market that is ai and semi-content
04:55this is korea korea japan type u.s. in sara markets in india
05:05to india made the closest sector to ai and semi-conductor is i.t. i.t. index all-time high
05:10se 40 percent down hai joh dunya ki market aaj yehaan se neke yehaan chali gai hai
05:15uska eki reason ai or semi-conductor ke stocks
05:21uska eki reason nifty it nifty it has been on a constant sell-off joh puri duniya ka
05:25leading sector hai joh market ko oopar ki chara hai wahi sector apni markets ko ni chai
05:29ki chara hai so right now we are in middle of a big problem i.t. ka joh ai ki
05:34taraf
05:34pivote hai wou abhi takh huwa nahi and until that happens aap ko wahi i.t. ke anndar selling
05:40ti ing aate huwa dhi khai ke so overall i feel that the indian markets kaissa nane
05:44her ke bhoot undervalued market se abhi ap dhekhenge or you kaya againe global markets
05:48ke comparison me indian markets kaffi undervalued and that is a wrong way of looking at the
05:51market. Markets are not undervalued, they are underperforming, they don't have the sector
05:57of the bull run and that is the reason why indian markets cause global markets ke
06:00saab tapish way nha hini there.
06:03Sir i.t. sector i.t. sector aap ne point out kiya hai lekin i.t. sector do june ka
06:08agar me
06:09I am going to tell you that the IT sector has shown a lot of rally in that time.
06:14At that time, the gap-up opening in the Bazaar, which we call the gap-up opening,
06:18the gap-up opening that IT sector has even supported.
06:23So, the question is that there is confusion here.
06:26If I talk about Infosys, TCS, Tech Mahindra, HCL Tech, Persistent, Co-Forge,
06:32we have a strong rally, Nifty IT Index.
06:352 June, 3-6% to the rally.
06:39The reason here was that the rupee pressure was there.
06:43The global Qs were supporting the Nifty IT Index.
06:47There are many reports on our faces.
06:48But, many of them, IT has performed in this week.
06:51This performance will continue.
06:54Or, if your stocks have reached the level of your stock,
06:59then we take out the money.
07:00Now, what do you think about this strategy?
07:03There is no opportunity to look at this.
07:05If you will see, this week, Nifty IT was 4% and 5% on this week.
07:10In the early days, Nifty IT was 6% lower.
07:12And now, I think, it was 1% lower.
07:14So, the IT had bounced in the two days.
07:17So, the global Qs would support all of them.
07:19You see, James Nguyen said that the service industry is not going to fall.
07:24The global Qs would support all of them,
07:26and then, after that,
07:30it's a very good example.
07:31I'll give you an example.
07:33You see, TCS Infosys Wipro was a great example.
07:38You see, Nifty IT companies are now enough value.
07:50Correct?
07:50But now, understand, a company that has a total of 3% growth guidance,
07:55that is 16 times earning multiple.
07:57I am talking very basic fundamentals.
07:5916 times earning multiple,
08:00a company that has a total of 3% growth.
08:03And that is when the price is so weak.
08:05In India, the US has signed, Iran's war is over.
08:08There is a correction in the market.
08:10At that point of time,
08:11when the UST INR is correct,
08:13you understand, it is in the range of 90-92.
08:16What is the result of IT companies?
08:17What is the result of it?
08:18TCS has a constant currency term negative return.
08:22This is the UST INR inflation,
08:24which is the reason why it is lost.
08:25I will show you one more data point.
08:27If you look at the buybacks,
08:30from 2020 to 2020,
08:32TCS has 51,000 crore buybacks,
08:3551,000 crore buybacks.
08:37Infosys has 36,500 crore buybacks.
08:40Vipro has 35,000 crore buybacks.
08:43If you look at the total buyback amount in the last 6 years,
08:46it is 1,900,000 crore buybacks.
08:49Now, in the FI 25,
08:52if you look at the balance sheet figures,
08:53if you look at the R&D expense,
08:55ECS is 2630 crore,
08:57which is 1.03% of its revenue.
09:01Infosys is 1290 crore,
09:02which is 0.80% of its revenue.
09:05Vipro is 431 crore,
09:06which is 1.5% of its revenue.
09:08If you compare it with global giants,
09:11Meta, Alphabet, Google,
09:13Meta's R&D expense is 28%,
09:16Alphabet's 15%,
09:18Alphabet's Google,
09:19Microsoft's 12%.
09:42So, the biggest problem is that,
09:44when you do buybacks,
09:47when you do buybacks,
09:49when you think about your cash,
09:53you don't have the opportunity of your cash,
09:55you don't have the share buybacks.
09:57You have the world's biggest tailwind.
10:00AI and semiconductors.
10:02This is the sector in which you have to buy the private.
10:05And they are spending it.
10:06Second,
10:07if you look at it,
10:07it's not that we don't have the skill and the manpower.
10:10In big companies,
10:11CEO and big positions,
10:12we have the money,
10:15we have people,
10:16we have the staff.
10:17And the only problem is intent.
10:19Intent is not.
10:19When it is not,
10:20it will be like the shares.
10:23You can see TCS Infosys Vipro.
10:26Today, TCS is 1.5% upar.
10:28TCS is in the large camp.
10:37It is a very big thing.
10:38That means that,
10:39there is something happening in the sector.
10:42You don't buy value in a market,
10:44where the entire market is running.
10:46Value is not randomly,
10:48it is a market.
10:49So, all I feel is that,
10:51IT is a difficult time for now.
10:53And if IT is not involved,
10:56the bigger problem is,
10:57the biggest impact of IT is,
10:59the bigger impact of IT is,
11:00the bigger impact of IT is,
11:01the bigger impact of IT is,
11:01the bigger impact of IT is.
11:02And I feel that,
11:03it has to move quickly.
11:05And I feel that,
11:0615-16 people,
11:07people are not going to be able to
11:09get the money.
11:38So,
11:49foreign
11:53foreign
11:54FII's has been in two days heavy selling.
11:57Now, PCS, Infosys, Wipro, HCF Technologies, NTIM, any IT company, it's your choice.
12:03Go to the screener, open their name and see their shareholding pattern.
12:08FII's are constantly selling for the last four quarters, non-stop bays.
12:13And where can they go to the whole market?
12:15The domestic institutional investors.
12:17All the mutual funds are in IT.
12:19At this point of time, IT's mutual fund.
12:22If the mutual fund doesn't absorb FII's, then IT's 40% down, it's about 70%.
12:31So overall, IT's been kept by domestic and institutional investors.
12:35But when do they return their mutual funds at the end of the day?
12:41So the bigger problem is that IT does not have a long runway left.
12:46Which sectors do you see, sir?
12:49Well, I think AI or Semiconductor is the sector that you should look at.
12:53You don't get any sector in India that is going to this side.
12:56There are many names that we hear in India, Dixon, etc.
13:00They are already known to people.
13:02So there are no specific companies that are semi-conductors and AI are going to this side.
13:07So I think the best way to place the proxies.
13:10What are those proxies?
13:11You can play via metals.
13:13Because metals are copper, silver.
13:15It's the basic raw material to these chips and semi-conductors.
13:17The second part is power.
13:20Power's demand is going to increase.
13:21If you compare metal index and power index to small-cab index, mid-cab and last-cab sell,
13:28then people have decoupled you.
13:31So metal and power are making a new all-time high every day.
13:45So I feel metals and power have been doing very well.
13:49They have been keeping up.
13:51So I think metals and power is the only proxy that we have in India right now.
13:54All be better sectors.
13:55There are no other sectors.
13:56Then you should go to wires, stock market intermediaries.
14:00They are doing very well.
14:01Like stock market, wealth management companies, exchanges, they are also doing very well.
14:09But if you look at the major pull-run that is only in the power in the metal sectors.
14:15Not in autos.
14:16Not in autos.
14:18Autos say I feel that you should stay away because this is my personal opinion.
14:23I can be wrong of course.
14:25But IT is the major job provider for this country.
14:31Do you agree with this?
14:33Aap samajheye ke kal jake, IT ke anndar layoffs anna shuruo ho gaye.
14:37Point number one.
14:38In layoffs ki wajay se joh white collar jobs jab ye jayegi.
14:43Tab sabse pehle consumption peh hit ae ga.
14:45Aar middle class loge khi job jah rheye.
14:48So when the middle class jobs goes, white collar jobs, the two sectors that get hit very badly is auto
14:54and real estate.
14:56Aapke paas job nai aap jaake gaadi nahi kharidne baale.
14:59At this point of time.
14:59So, I think that auto sector is going to face a lot of consumption problems because of the layoffs.
15:05Auto, I have to tell you another problem.
15:07The other problem is that last time, last year, I think October of 2025, government
15:12had the duty of GST.
15:1528% of the day, government had 80% of the day.
15:19Correct?
15:20This is why auto sales had gone off the roof.
15:22If you look at the retail sales in October, it was 40% of the year.
15:27Now, quarter three, quarter two data of last year, which is in the pile, when we compare
15:35to this year, we will match the numbers.
15:38If they are not able to match, when we compare to this year, you will see that auto sales
15:44is bad.
15:45So, I feel that auto, one of the consumptions, plus the last year tailwind, this year is not
15:52going on.
15:52So, this year auto numbers will match last year.
15:56And last, the final nail in the coffin.
15:59The auto raw material cost.
16:01Tires.
16:05That the same price is better, but the same price of the customer, the other
16:10They don't have the price, it means that you have significantly more.
16:13So, the auto, which was the average price of the auto, plus its units, their units
16:25So I personally think that the value is that they are currently sitting on the numbers this year will not
16:34be able to match them according to my understanding.
16:37So I think that there is a big upside here. Rural demand is going to get slow because of El
16:42Nino.
16:42Barish 92% is expected of the average. So rural demand is going to go slow down. So Katu Miller
16:47is also going to slow down.
16:49So I feel that one of those sectors that is going to be the biggest problem facer because of this
16:55AI disruption is thinking is real estate.
16:57Real estate bhi logonka buy karna ruk jayega. The real estate market will slow down. So I think real estate
17:02could also slow down a little bit from Europe.
17:05Okay.
17:07One other sector that you have pointed out was power.
17:10Where you are saying that bull run optimism is here a little bit.
17:15But when we talk about power and energy in the power sector,
17:18then the crude prices are rising in the bazaar.
17:23So we want to move on two parts.
17:27One is energy stocks which are green energy stocks.
17:30And the other oil marketing companies will also come to this point.
17:34If we talk about oil and energy.
17:35Oil marketing companies will look like a good dent.
17:39We are tracking a lot of performance.
17:41And if we look at OMCs in performance, portfolio wise,
17:44if we look at OMCs in performance,
17:45then the stocks are such as the all-time high.
17:48So we are trading at all-time high.
17:49There are many investment banks and brokerages on green energy stocks.
17:55So now let me tell you, Harshal, where is it?
17:59OMCs should buy valuations according or green energy should be according to future?
18:05Where is the entry?
18:14Where is the price of the crude price?
18:16Where is the price of the crude price?
18:21OMCs are always a side-way zone.
18:24See, it is a government-controlled business.
18:27Tomorrow the government said that the crude price has increased.
18:30But I don't have pressure on the public.
18:43The power sector is not the sector that is connected to crude.
18:48Green energy is one of the parts of them.
18:50But heavy engineering companies,
18:53like for example, Cummins, CG power,
18:56for example, Jeev or Nova, Hitachi, Quality power.
19:03These are the stocks that you should be looking for.
19:08But again, it's not a buy-sell recommendation.
19:11Again, a disclaimer.
19:11But the point is,
19:13these stocks,
19:14I am going to tell you about all-time high.
19:18So the power sector has been doing well.
19:21This is what the number is shown.
19:22But again, power in bifurcation.
19:24Green energy is doing very well.
19:26Green energy has been doing very well.
19:45So I feel that green energy stocks should also do well.
19:51But the power of specific niche companies,
19:53they are doing fantasticly well right now.
19:55Oil-related companies,
19:58you are going to stay there for a couple of months,
20:10at least.
20:11So,
20:11when you are at that range,
20:12you will see the volatility in these companies.
20:17Okay.
20:18If you look at the oil-market companies,
20:22there was also an update.
20:24Now, this week,
20:25it has been cut for petrol, diesel and aviation fuel.
20:29The export duty is cut in the government.
20:30So,
20:32IOC,
20:33HPCL,
20:34BPCL,
20:35do you not see these stocks from this?
20:37Yes,
20:38it is.
20:38But again,
20:39I feel that it is very short,
20:42very temporary.
20:43There is no macro structural tailwind.
20:47If you will see,
20:48it is not like any sector,
20:49the government,
20:50the macro structural tailwind.
20:52In 2022,
20:53there was a PSUs in 2022.
20:54And if I look at the market today,
20:56there are better sectors for betting.
21:00Then,
21:00I would not prefer to bet on slow moving
21:03and small sectors like that
21:04because capital,
21:05of course,
21:05is limited.
21:06When we are talking about sectors,
21:08we need to look at retail sectors.
21:12Although,
21:13Trent,
21:13this week,
21:14he has been a lot in the church.
21:15Trent,
21:16he has done a lot in the past.
21:19But,
21:19after that,
21:20there was something else.
21:21No technical,
21:22if we look at it,
21:23he is looking at it,
21:24he is looking at it or not.
21:25He is looking at it,
21:26he is looking at it.
21:27But,
21:28in the trend,
21:29there was a bonus issue.
21:30There was a bonus issue.
21:32There was a bonus issue.
21:32One is to two,
21:33the bonus share issues.
21:35Because,
21:36when the stock was volatile,
21:38then,
21:38he came into panic mode.
21:40We will understand that
21:40this explanation.
21:42And,
21:42we will try to understand this.
21:44we will try to understand this.
21:44If we look at the retail sector,
21:47then,
21:48if we look at the retail sector,
21:50then,
21:50we need to look at it.
21:51And,
21:51if we look at it,
21:52then,
21:52how do we look at it?
21:54Well,
21:54the trend was running back.
21:56Zudio,
21:57Westside,
21:58their companies and flagship,
21:59they were doing fantastic.
22:29They had a concept of fast-moving clothes.
22:30If you fall,
22:31then,
22:31you will get a bonus share.
22:32Then,
22:32you will adjust.
22:34But,
22:34if you look at it,
22:35the pre-bonus,
22:3550% fall into a business.
22:39So,
22:39I think that,
22:40the trend behind the trend,
22:41the massive story,
22:43that,
22:43I think,
22:44has been finished.
22:45I don't see that trend,
22:47as a stock is over.
22:48But,
22:48if you ask me,
22:50the trend can be 5 or 6.
22:52This is one of those multi-baggers.
22:54Still,
22:55I think that,
22:56it will take some time.
22:57It will take some innovation.
22:59Like,
22:59they had done it a few years back.
23:02But,
23:03overall,
23:03if you look at it,
23:04I think,
23:04now,
23:05it is going to enter into a sideways,
23:06to a little bullish zone,
23:07slowly and steadily,
23:08because,
23:11this is what I personally believe in.
23:13This is what I have learned
23:13from my last 10 years of experience.
23:15That,
23:16when there is a stock,
23:17or a sector,
23:18a bullrun,
23:19that,
23:19the next bullrun,
23:20will not work.
23:22I will tell you,
23:24in 2016,
23:25H.E.G. graphite rain,
23:26a bullrun,
23:26a bullrun.
23:27H.E.G. graphite rain,
23:29a bullrun,
23:30a bullrun.
23:31in 2020,
23:32a bullrun,
23:33a bullrun,
23:33a bullrun.
23:36Because, again,
23:37power is the sector of the run,
23:38as we spoke.
23:39A bullrun,
23:40a bullrun,
23:41a bullrun,
23:41a bullrun,
23:44a bullrun,
23:45a bullrun,
23:47a bullrun
23:48a bullrun,
23:50a bullrun,
23:52a bullrun,
23:52some massive valuations,
23:56a bullrun.
23:57So,
23:58what I feel is,
23:59there is a bullrun,
24:00and it is a behavioral pattern.
24:15so i think that trend again is going to be into a sideways zone
24:19when they don't come to a massive disruption or innovation like they have done it a few years
24:23time so overall my viewers is okay because of the bonus there is nothing to panic or worry about
24:35okay uh a stock is we don't do a lot of stock specific technical discussion
24:41but also talk about suzlon because we are talking about renewable energy
24:46and on the other side suzlon is a stock which shows a good rally
24:52but if I talk about overall performance in the whole week
24:56this stock seems to be 0.5% down but global brokerages are also showing bullish
25:01and jm financials have a good target if I talk about goldman sharks
25:05which is a bullish view of overweight call but what should we do in suzlon energy
25:20I am not a buy sell recommendation but I am not a buy sell recommendation
25:25but I am not a buy sell recommendation but I will give you my view
25:35I am not a buy sell recommendation but I will give you my view
25:51market stock price
25:55so I think that suzlon
25:58again when I am betting on a stock for me
26:00it is very important that who is the jockey of the company
26:03on suzlon chala so I feel that so management pieces
26:08suzlon ko 400-4 rupiah
26:10right there is the same management right now so I am not very bullish and
26:14not very comfortable on my personal space to enter into a stock like suzlon
26:18so I will give you 10 better options available
26:22and again the price is not speaking for itself
26:25the price is not speaking for itself
26:27the price will start to its all time high
26:28the price will start to its all time high
26:29the price will start to its all time high
26:33but if the sector is performing so well
26:36and again when you have a double boost
26:38government support plus power demand
26:41then you should be placing above your all time high
26:44ethanol stocks can be put on the stock
26:47ethanol companies
26:48it seems to be that
26:50long term investors can gain profit
26:54e20 fuel
26:55announcement
26:56a lot of automobile companies
26:58that have e20 fuel
27:00affiliation
27:05e20 ethanol
27:06ethanol
27:08I think even the ethanol companies
27:10ethanol is again a substitution to crude
27:12at the end of the day crude
27:14at the end of the day crude
27:15so I think that it is a very good bet
27:17ethanol again going high
27:19but the problem of ethanol is again
27:20I don't think that they are ready
27:24for blending so much ethanol into them
27:26but if you will listen to them
27:28the model of cars
27:29that someone has bought in 2010
27:32someone has bought in 2014
27:34those sub models
27:35those sub models are not very capable of
27:37supporting too much ethanol blended into them
27:39the new models of course they are supporting
27:41but in India there is a big population
27:43who is still driving those old cars
27:45so if you put ethanol
27:47pump into it
27:48so I feel that the ethanol story
27:52is a very promising story
27:53and I don't think that
27:54India's car is so ready
27:56so I think that
27:57yes again down the line
27:59if you talk about 5-6 years
28:00down the line from here
28:01so ethanol is again a very good story
28:04but again I feel that
28:05the liquid hydrogen
28:35the green hydrogen story
28:36they are not giving them
28:37they are not giving them
28:39100%
28:40they are not giving them
28:40you have to use crude
28:42so I think that EV is a better option
28:43than ethanol
28:44okay
28:45okay
28:45when we have discussed all sectors
28:48we have to leave one sector
28:49why do we leave one sector
28:50why do we leave telecom
28:51why do we leave one sector
28:52I generally will go to telecom sector
28:56Vodafone Idea
28:57Vodafone Idea
28:57was a target
28:58city was 14
28:59and when it was a target
29:00then Vodafone Idea
29:02was about 9
29:02rupees to about
29:03trade
29:04and everyone said
29:05to overestimate
29:06and say
29:08city
29:09or other brokerages
29:10they are saying
29:12that it will be 12
29:12to 14
29:13but ultimately
29:14Vodafone Idea
29:15came to 14
29:16so
29:17those who already invested
29:18in Vodafone Idea
29:20are doing
29:20some of the profit
29:21booking
29:22but
29:22company
29:23promising
29:24when AGI
29:25news
29:25matter
29:26clear
29:26if you look
29:29Vodafone Idea
29:30and AGI
29:32news
29:32related matter
29:33is
29:33the matter
29:36in the past
29:37five years
29:37is
29:38correct
29:39if this matter
29:40is
29:40if you look
29:42Vodafone
29:43then
29:44close to nothing
29:45Vodafone
29:46was not
29:47here
29:48so
29:49I feel
29:49that
29:49if AGI
29:52Vodafone
29:53share
29:53is
29:5325
29:54to 30
29:54rupes
29:54but
29:55the bigger problem
29:56with Vodafone Idea
29:57is that
29:58the fundamentals
30:00have deteriorated
30:02so much
30:02and the fundamentals
30:06have deteriorated
30:07so much
30:07there is
30:08another giant
30:09which is
30:15Vodafone
30:15that
30:18Vodafone
30:18is going to face
30:19a very tough time
30:20and if you look
30:21today
30:22Vodafone
30:22is going to be
30:22PE
30:23right now
30:24it's like
30:24around
30:252.6
30:27in the
30:28market
30:28in the
30:29market
30:30they are
30:31commanding
30:32a very
30:32high
30:33because
30:33their business
30:34is strong enough
30:35to do that
30:36Vodafone
30:38I
30:39would
30:39personally
30:40want to stay away
30:41from Vodafone
30:41because
30:42if
30:45you
30:46have better
30:46options
30:46to bet upon
30:47if
30:47you
31:00look for
31:01industry
31:01leaders
31:02this
31:02is
31:04very
31:05very
31:07choppy
31:07Vodafone
31:08idea
31:08has
31:08good recovery
31:11but
31:12if
31:12you
31:13see
31:13that
31:14it's
31:15a long term
31:19consolidation
31:20phase
31:20I feel
31:21that
31:21needs
31:22a very big
31:24positive trigger
31:25to break
31:25that long term
31:26consolidation
31:26phase
31:27and then
31:28technically
31:29all-time high
31:30which is
31:30recent
31:315-year
31:31high
31:33break out
31:35after
31:36it is
31:37an interesting
31:37space
31:38to even
31:38locate
31:38one last question
31:41Harshal
31:41next week
31:42will
31:45panic
31:46mode
31:46on
31:47investors
31:47will
31:48chance
31:49well
31:51depends
31:52on
31:53what
32:22weekend
32:23the
32:23the
32:24dollar
32:24the
32:25dollar
32:26is
32:31strong
32:33and
32:36second
32:37India
32:38US
32:38trade
32:38deal
32:41is
32:41done
32:42so
32:44any
32:44and
32:45every
32:45sector
32:45connected
32:46to
32:53the
33:02market
33:03and
33:03the
33:03market
33:03is
33:04going to be
33:04a very strong
33:05push
33:05but
33:06global
33:06global
33:07sentiments
33:07still
33:09remain
33:10that
33:10global
33:12markets
33:13are
33:13doing
33:17fantastic
33:17so
33:18they keep
33:19doing
33:19well
33:19and
33:20Indian
33:20markets
33:21I hope
33:21that
33:21they pick up
33:22now
33:24but
33:24FII's
33:25are transferring
33:27their entire money
33:28to the
33:28south east
33:28nation markets
33:29it
33:31will
33:31take
33:32some
33:32time
33:32it will
33:33take
33:33some time
33:35it will
33:37take
33:56some time
33:59portfolio
33:59maintain
34:01thank
34:01you so much
34:02Harshal
34:02if you have a disclaimer
34:05please
34:05please
34:05I have talked about
34:09specifically
34:09power
34:10or sector
34:11under
34:13my
34:13company
34:14or
34:14my
34:15personal
34:16positions
34:17please
34:18buy
34:20your financial
34:21advisor
34:21none
34:22of the
34:23stocks
34:23that
34:24I spoke
34:24about
34:29great
34:29time
34:29namaste
34:30thank you
34:30thank you
34:30so much
Comments