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Transcript
00:02foreign
00:05foreign
00:06foreign
00:17foreign
00:22foreign
00:23foreign
00:24I don't know if you have a comment that is so encouraging. So, our IT stocks
00:29is the overall market. So, if you look at the nifty, then definitely perform
00:35not doing it. But broader markets, I think it's good. I think it's good.
00:41I think it's good. It's good. It's good. It's good. It's good. It's good.
00:51It's good. It's good. It's good. It's good. It's good. It's good.
00:55It's good. It's good. It's good. It's good.
01:09Yeah.
01:15But now, I think it's good.
01:28foreign
01:40foreign
01:41foreign
01:41foreign
01:41foreign
01:53is
02:12opportunity for several i.t companies इन्हों ने already entropic है या open ai
02:17है इनके साथ tie up भी किया और कई सारा अब थोड़ा बहुत मतलब
02:21पास-dust percent का कारोबार ai sector से भी आ रहा है तो मुझे लगता है
02:25nothing things are not out yet थोड़ा समय लग सकता है but even
02:39I think that our other sectors are better because this year we have hugely under-performed
02:49palavra
02:52और बढ़ी खास बात रही जो आम तोर पे इधर नहीं दिख रही है आज कल के मौसल में और
02:58वो ये है कि मतलब IT भी चले और
03:01बैंक भी चले यह कम हो रहा है कि मतलब दोनों उल्टे चलते हैं कुछ समय से पुछाना इतियास तो
03:10साथ-साथ चलने का रहा है
03:14foreign
03:16foreign
03:16foreign
03:16foreign
03:18foreign
03:30foreign
03:49I think it's a positive impact plus the RBI policy
03:52during Fcnr deposits and announcements
03:56that are positive.
03:57I think banking as a sector in levels
04:00should be better. If you see one sector
04:03there is a lot of confidence in banking.
04:06I think that today we have preempted
04:09that in the US,
04:11after 2-3 days, there is a lot of
04:19economic recovery.
04:22But I think banks should be looked at.
04:29Banks should be looked at.
04:31From a positive point of view.
04:36Trading wali Charles,
04:37IT-mean bantti hai,
04:39uska fayada utha sakti hai.
04:40Lekin,
04:40jahaan per jamke,
04:43nevesh karke rakhna hai,
04:45woh banking sector rahe ga.
04:47Bailkul banks and sathie sath NBFCs bhi.
04:50Kahi sara NBFCs bhi.
04:52Mujhe lagtatai,
04:53woha pere achha,
04:54achha karna chahi hai.
04:56Or baki joh,
04:57chho tete bank hai,
04:58jimmei abhi management change ho raha hai.
05:01Jis se,
05:01first kare aap RBL bank hai,
05:03federal bank hai,
05:04phir aapke kuch eek NBFCs hai,
05:07jaha pe bhi achhe bade funds ai hai.
05:09Summan capital hai,
05:10Shreddam finance hai.
05:11Mujhe lagtatai,
05:11yeh sab sab achhe karna chahi hai.
05:13To I remain bullish on the entire rate sensitive sector.
05:17Mujhe lagtatai,
05:23Mujhe lagtatai,
05:23Mujhe lagtatai,
05:24Monsun se bhout zyadha impact nai aata negative.
05:28To you never know,
05:29aagli policy mene kuch rate cut ki bhi umeet ki jasa.
05:31Mujhe lagtatai,cesso,
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