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US-Iran deal and Donald Trump's latest claims have sparked fresh optimism across global markets. Could the Strait of Hormuz reopen and normalize global oil supply? What does it mean for crude oil prices, inflation, the Indian stock market, and investors? Explains Sharad Kohli.

In this video:

US-Iran Deal explained
Impact on crude oil and global energy markets
Nifty, Sensex and Midcap rally analysis
Sharad Kohli's market outlook
Key sectors to watch: FMCG, EV, Defence, Renewable Energy
FY27 market expectations

Watch the full analysis to understand how this geopolitical development could impact your investments.

क्या अमेरिका और ईरान के बीच बड़ा समझौता हो गया है? क्या Strait of Hormuz फिर से खुलने जा रहा है? US Vice President JD Vance के बयान और Donald Trump के दावों के बाद वैश्विक तेल बाजार, क्रूड ऑयल की कीमतों और भारतीय शेयर बाजार में जबरदस्त हलचल देखने को मिली। क्या यह Middle East में शांति की शुरुआत है या अभी भी कई जोखिम बाकी हैं? पूरी जानकारी के लिए वीडियो अंत तक देखें।

#USIranDeal #NuclearDeal #DonaldTrump #Iran #OilMarket #CrudeOil #Nifty #Sensex #StockMarket #Investing #IndiaMarkets #SharadKohli #MiddleEast

~HT.410~ED.110~PR.474~GR.122~VG.HM~

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00:00finally u.s. or iran ke biect sab kuch kya thik honne wala hai
00:04kyunki aisa statement ab na srf donald trump ki taraf se aya hai
00:08balki kahi na kahi har koi joh is puori middle east tension ke biech
00:13mein involved tha woh ab hope kar raha hai ki finally ab sari
00:17chizay normal ho jayengi straight off hormones puori tarah khul jayega
00:21ham abhi bhi ummid ki baat kar raha hai is liye kyunki bayaan amerika
00:25iran aur pakistan tino dèşo se a to gya hai lekin final deal
00:29abhi bhi sign honi baqi hai is liye abhi bhi isi shabd ka istamal karenge ki
00:34ummid hai ki ab sab kuch thik ho chuka hai halan ki yye bada bayaan jaysay
00:39aya wiesay global economy nne celebrate karna shuru kiya global markets nne
00:43celebrate karna shuru kiya aur bharatiyya bazar dhuan dhar tezi ke sath
00:47khulay hai aaj jab 15 jun ko hum ye show record kar raha hai filhal kiya kuch
00:53hua hai ye bhi aapko bata dayta hai aur uske baad kya impact ho sakta hai
00:57yye semajnay ki koishish karenge sabse pahle to dhek lije u.s ki taraf se
01:00yarni donald trump ki taraf se kya statement aya statement yye ki
01:05hormos khulnay ka bada dawa trump nne kar dhiya hai unka kaya na hai ki iran ke
01:10saath joh baad chit thi wo final ho chukhi hai deal final ho chukhi hai
01:14aur june 19 ko yarni 19 tarik ko finally wo deal sign kar lega iran unke saath
01:20aur sherti kya hai joh bhi contour hai woh kuch abhi clearly saamne aya naihi hai
01:26lekin US ke vice president nne bhi yaehi baad boli ya jaydi vans ka bhi yaehi
01:31kaena hai ki global politics me eek bhoat bada itihas me bhoat bada qadam uchhaya
01:37gya ya deal sign ho jati ya agar iran ke saath to global politics puri tarah
01:41badal jayegi oil supply ki politics puri tarah badal jayegi aur ab straight of
01:46hormos khulnay wala hai yarni kahi na kahi eek bhoat bada positive sign
01:51aur is positive sign ke baad branch crude teizhi se girawet ke saath 83 dollar
01:55per barrel par a gya global markets nne celebrate kiya US market nne celebrate kiya
01:591000 anko se 1100 anko se zahada teizhi ke saath sin 6 khula 24,000 ke
02:05istar par áaj nifti pahuncata dikhaai ria bhoat semayake baad lekin
02:09bade sawaal hai aur kai sawaal hai jinn ko hum discuss karenge
02:12asharat koli ji ke saath sir welcome to good returns thank you so much
02:16arnima aapko aur good returns ke saare good followers viewers subscribers ko
02:20mera abhi baadhan sir finally good days ahead for global economy
02:24sab kut stable ho gya
02:27million dollar questions arnima aek to yeh ki donald trump hai
02:33to abhi 5 din baqi hai friday mein 5 din donald trump ke saab se 5
03:07saal hoote hai kiunki din mei kai bar woh karwad batalte hai
03:0812 billion dollar ka unka joh frozen assets te wo release kar rahe hai
03:13uranium hai ka wahi hai khaminai wahi ke wahi hai misail banana iran jari
03:17kakye ga to deal kya yeh to compromise ho gaya yeh to do
03:20donald trump apne aapko eek birthday gift dhe na chate thay kal sunday ta 80 saal ke huwe
03:24te
03:25unhoh nne aapko eek birthday gift dhe dhe dhya chalo bhae
03:27meray birthday wale din yaad rahe ga ke deal
03:29this is not a deal deal hoti hai jab doonho side aapni taraf se
03:33koji chiz pher bend down kare pah yaha pher khali amerika nne bend down kara
03:36yaha te ne pao chao
03:38technically I don't want to sound pessimistic
03:40okay we are the old lady who just stopped
03:42and we should have to wait for a Friday
03:45although we should have to wait for the agreement
03:46to sign and donald trump has told that
03:48ce from the other you have to go
03:50start engines start yourself
03:51and go back and stop the our
03:53house here and leave
03:54straight of hormones yaar
03:55when I understand that it will be deal
03:59so to me I think I had upon a party
04:01going on time to go
04:06foreign
04:37The dollar index is below 100, the bond yield is below 4.5, which is the same as the gold
04:41silver
04:41pressure. So, the economic and financial parameters that we are still doing, we hope that inflation
04:50will not come so quickly. I know that your next question is this. You ask me, then I'll
04:55answer the question. But before that, this is the next question. But before that, you
05:09know, when will this celebration be done?
05:15Anybody can guess, Arnima. Because after that, there will be a discussion of nuclear, etc.
05:24But I think it will probably not go into this kinetic war, because now they will reach
05:33the second one. So, I think there will be two months, two months, three months. I think
05:42that November is the third one. So, maybe not do this again because they are trying to
05:47compromise and come out. So, he wanted to get out of this. He wanted to go out of this.
06:02It was only one condition that you don't put toll on it.
06:05Iran was taking toll on it, because the assets of some billion dollars were lost in America,
06:11which were freeze-free.
06:13It was $12 billion in the first lot.
06:16It was the immediate problem that they wanted to put toll on it.
06:20Basically, it is all terms agreed by the US, nothing major agreed by Iran.
06:26That's why we will see it.
06:26But I don't think that they will do it until the end of Iran comes out.
06:32That they will talk about nuclear or something.
06:38Another important factor is that there are very divisive forces in Iran.
06:44So, which faction of Iran has agreed on it?
06:48Because it also came to me that Iran's people came to this deal.
06:51They protested this deal.
06:53So, I think that we must wait before this.
06:56So, we should wait for a little while.
06:59Like the day will be beat.
07:04There is a lot of slip between the cup and the lips.
07:06There is a lot of slip between the cup and the lips.
07:07There is a lot of slip between the cup and the lips.
07:08I have told you that it has 5 days and 5 years.
07:10Because it changes his face in a minute and a minute.
07:13So, we will see what the result of Iran comes from.
07:15So, I have told this deal.
07:16We will see what the results are for us.
07:18So, But I mean,
07:21We are that when we are living in optimism and living in the plans of Iraq.
07:24That's a good deal.
07:27It has been安全 under the world.
07:43We all know that
07:44that the deal will be a positive outcome, so now the Indian economy is increasing.
07:51The targets of inflation has increased, RBI has increased, when the policy was announced,
07:54the GDP growth has increased, because all of the crude has increased.
07:58The crude has also increased, the deal has also increased,
08:01so could inflation, GDP growth, and the most important part of the rupee
08:06to stabilize the growth of the GDP growth?
08:09And how much time will it be?
08:12It has increased, if the import bill has increased,
08:17the rupee is 95 to 95, and a few days later, the rupee has seen the rupee below 95.
08:24I think that it is a good start.
08:283.93 inflation had already come in two days before, when the CPI came out.
08:34But one important thing was that some of the prices of petrol and diesel were increased,
08:38in the series, there was no price increase factor,
08:43because it has been captured until the 15th century, the new CPI-based formula.
08:47The next month inflation has already come in.
08:52What is inflation?
08:53What is inflation?
08:54What is inflation?
08:54In the morning, I have a platform in which I am trying to explain this thing.
08:59What is the fact that when the stock market has been made,
09:02and the stockists and wholesalers have come in,
09:05and the distribution network has come in, the whole distribution system has come in,
09:09the whole distribution system has come in.
09:11So, I think that when the stock market has come in, it will not start to become less than the
09:15stock market.
09:15This is for oil, this is for the rest of the stock market.
09:19So, when the fertilizer will not start to come in,
09:21then you will see the prices of the food grains.
09:24When there are FMCG companies that have been increased,
09:27then normally the working capital cycle is going four to eight weeks.
09:45This is for oil marketing companies that have got less than $7.
09:49For oil marketing companies that have come in at the beginning of $6.
10:12I think all eyes on crude oil, crude oil is the biggest factor in Arnima.
10:22I think all eyes on crude oil is the biggest factor in Arnima.
11:19Thank you very much.
11:49Thank you very much.
17:46Because the prices of petrol and diesel have electric vehicles, which the company is focused on,
17:50has been very attractive in the automotive sector.
17:52You can go there.
17:54And you can go to green energy.
17:56So some pharma stocks have been very attractive in that.
17:59So these are some of the sectors you can keep in mind.
18:02Sir, Iran-US deal is not going to happen.
18:05June is a big deal.
18:0717 June will be a trade deal in India finally.
18:11When Donald Trump has a trade deal, then India will also be a job.
18:16Now, look, personally speaking, I don't think this deal is a job.
18:22How many times we've got our ears, we've got our ears, we've got our ears, we've got our ears on
18:26this deal.
18:27So they come to Brandel Lynch, then someone comes to that, someone comes to that, someone comes to that.
18:31Sometimes they talk a little bit, sometimes they talk a little bit.
18:36So I don't think that the US, at this point of time,
18:46is the best-to-give.
18:47But they come to this position and deal with anyone else.
18:49Before they plan to fix an approach in their homes, they can do what they want to do.
18:53I don't think that they're going to tell me,
18:55and please ask me if they're friends of India or they're going to see India's friends?
18:59And they're going to see them, and they are going to see them today.
19:01So I really don't trust you as far as approach to India.
19:26I am not looking forward to that deal.
19:55I am not looking forward to that deal, but I am not looking forward to that deal.
20:29I am not looking forward to that deal, but I am not looking forward to that deal.
20:58I am not looking forward to that deal.
21:23I am not looking forward to that deal.
21:25I am not looking forward to that deal.
21:30I am not looking forward to that deal.
21:37I am not looking forward to that deal.
21:47a pure compromise. This is not a deal. This is a deal.
21:51It means, you can't leave, you can leave. This is a deal.
21:55But this is a one-way, this is a compromise.
22:00This is a compromise. That's why, in their mind,
22:03there's a low-term pressure on them, and they're also saying,
22:10«You remember, you were sitting in the house many days and we were having a seat on them.
22:20I think that Iran has not done a wrong claim, I think if you look at what I have told
22:25you about Uranium or Khaminai which was in the beginning of the agenda,
22:30it was opened in the US, it was opened before, it was closed, it was opened before, and they didn't
22:36put it in the end,
22:37they were free and frozen assets in America, and there is another thing, and I will tell you,
22:45there was another rule that Iran has been compensated by the damage, and it is said that the UAE and
22:54Saudi Arabia have given the money to Iran,
22:57which means that America did not directly compensate, but through their compensation,
23:03so there are a lot of rules that Iran has been marked, and which rules of America are marked,
23:11I don't know which rules of America, so this is a problem, I think this is what I am seeing,
23:15that maybe now this rule will not happen again, fingers crossed, but if it happens,
23:22then we are back to square one to answer your question in one line.
23:25Okay, thank you so much sir for joining us today,
23:29we are also hoping that this year will not start again,
23:32because it is very difficult, after coming down crude,
23:34many countries, many economies, and many global markets are celebrating,
23:39especially the US market is celebrating itself.
23:41So let's see what happens next, sir, thank you so much for joining us.
23:45Thank you so much for joining us.
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