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Sharad Kohli joins Arnima Dwivedi to discuss the biggest risks facing global and Indian markets. From rising US-Iran tensions and Hormuz Strait concerns to FII selling, crude oil surge, US economic slowdown, inflation worries, RBI policy expectations and recession fears, this interview covers everything investors need to know.

Will Nifty and Bank Nifty face more pressure?
Why are FIIs continuously selling?
Is a global recession already underway?

Watch the full discussion for insights on stock markets, economy, inflation, crude oil, interest rates, global recession risks and investment strategy.

US-Iran तनाव, Hormuz संकट, बढ़ते Crude Oil, FIIs की लगातार बिकवाली और क्या Global Recession की आहट सुनाई दे रही है? क्या Nifty में और गिरावट बाकी है या निवेशकों को बड़ा मौका मिलेगा? इस खास बातचीत में Financial Expert Sharad Kohli बता रहे हैं कि आने वाले महीनों में भारतीय और वैश्विक बाज़ारों के लिए सबसे बड़े जोखिम और अवसर क्या हैं।#iranuswar #iranustension #middleeasttension #iranwar #sharemarket #stockmarket #sharmarketmanipulation #SharadKohli #ExclusiveInterview #FIISelling #StraitOfHormuz #CrudeOil

~HT.504~PR.474~ED.468~VG.HM~

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Transcript
00:00so reporate ko unchanged rakhya
00:02ye kai na kai rahat ki baad bhi
00:04dhekhi ja sakti hai
00:04agar abhi inflation ko dhekha jaya
00:06to
00:07leekin sir
00:07eek or highlight
00:08thai is policy ka
00:09woh basically
00:10thodhi dayer ke liye
00:11bazar ko thoda
00:12confuse bhi karke gya
00:13woh highlight
00:14thai bond market
00:15ko lekar ke
00:16bond market ko lekar ke
00:18kya highlight
00:18thai
00:19ye bhi
00:19mein aapko
00:19bata dheti hu
00:20dhekye
00:20eek bada
00:21adhya adesh
00:22already
00:22sarkar laa chukhi
00:23hai
00:23leekin
00:23kyunki
00:24monetary policy
00:24thi
00:25RBI ko announce
00:26karna
00:26tha
00:30capital gain
00:30tax
00:31mith chute
00:31mili
00:32sir
00:32isko bhi
00:33thoda
00:33sa
00:33hum
00:33asan
00:34bhasha
00:34me
00:34aapse
00:34samajna
00:35chahate
00:35ha
00:35or bazaar
00:36kyun
00:37confuse
00:37ho
00:37gya
00:37isko
00:38lekar
00:38ke
00:38kyunki
00:39jab
00:39policy
00:39commentary
00:40chal
00:40rehi
00:41thi
00:41governor
00:41ki
00:42commentary
00:42chal
00:42rehi
00:42thi
00:42to bazaar
00:43bhoot
00:43tezhi
00:43se
00:43shoot
00:44up
00:44kia
00:44thai
00:44gap
00:45up
00:45dikhai
00:45dhe
00:45raha
00:45thai
00:46lakin
00:46uske
00:46baad
00:47thodhi
00:47kia
00:47konsolidation
00:48aya
00:48halal ki
00:49abhi
00:49fyrse
00:49ek
00:49balance
00:50dikhai
00:50de
00:50hai
00:50diskaunt
00:51kia
00:52kisi
00:52chee
00:52ko
00:52bazaar
00:53ne
00:54pahle
00:55tax
00:55ki
00:55baad
00:56kari
00:56tezhi
00:56aap
00:56ne
00:56poochha
00:57hai
00:58arnimah
00:58ke
00:58bazaar
00:59beech
00:59me
00:59konfuse
00:59huwa
00:59pahle
01:00toh
01:00me
01:00bata
01:00doh
01:00reserve
01:00bank
01:01of
01:01india
01:01ke
01:02gsex
01:02ka
01:03government
01:03securities
01:04hote
01:04iska
01:05rate
01:05aaj
01:06chal
01:06chal
01:06raha
01:37Ak
01:37bank
01:41international
01:41settlement
01:42wo
01:42bhi
01:42isme
01:42p�ya
01:42
01:43s
01:43his
01:44legov
01:44b
01:44ba
01:45he
01:45If the interest was taken away, then the 20% of the TDS was cut from withholding taxes.
01:50So, the two of them will hold.
01:53Now, when there was announcement,
01:54because it was 2-3 days ago, you can remember,
01:57when there was a cabinet meeting,
02:00then it was made an ordinance.
02:02So, the RBI is going to administer the bonds.
02:06So, the natural thing,
02:08the RBI is going to announce the RBI.
02:10So, people thought that this is going to happen.
02:12We can see that this is going to be done with an accurate review of the RBI.
02:14So, the RBI is going to transfer the LADES to the chocolate.
02:19We also think that the RBI is going to disappear,
02:20that is what we need to do with the RBI.
02:21I will believe that there is a good reduction in the RBI and the IQ.
02:28So, there is the big difference between 빠른 capital spending,
02:31which we all need to offer from this client.
02:33In the 20th century,
02:34that we will also manage the premiations that if this individual is sitting,
02:39foreign capital
02:41in Indiaстав당
03:07in the
03:12foreign
03:40foreign
03:44foreign
03:46foreign
03:46foreign
03:46foreign
03:50This is not the end.
03:53Ordinance passed and you can never get it.
03:55In the parliament session you can pass it.
03:58In the income tax act you can get it.
04:00But this is a change.
04:02This is another change.
04:03The FIIs, FPI's and BIS
04:061 year before the FIIs
04:08it was 30-40% tax.
04:11That's also been given.
04:12So you are paying for long-term, short-term,
04:15and you are paying for interest.
04:16You are paying for interest.
04:17This is a big route that people invest in government securities.
04:21The arbitrage is in the American treasury bonds
04:24and in the G-Sex.
04:25The arbitrage is increased.
04:274.5% is here.
04:28Our 7% is here.
04:307.5% is here.
04:34Arbitrage is here.
04:35The arbitrage is very attractive to the Bound market.
04:38The American bond market,
04:40which the money is going on,
04:41because of this,
04:42there was a difference in the US.
04:51So, over a period of time,
04:52this will probably help the Indian economy
04:55to a certain extent on Nima.
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