00:00ये हफ़ता शेयर बाजार के लिए काफी खास रहा है वालेटाइल भी रहा है लेकिन बाजार ने अपनी स्ट्रेंथ दिखाई
00:06है इस हफ़ते में क्या कुछ हुआ है इस वीडियो में हम डिसकस करेंगे निफ्टी और निफ्टी बांक की पुफॉर्मंस
00:12को डिसकस करेंगे कौ
00:15से सेक्टर आगे आप अपनी रडार पे रख सकते हैं यह सब कुछ आज हम डिसकस करेंगे लेकिन उससे पहले
00:21एक नजर जरा बाजार के मूझ माहौल पर डाल लेते हैं और उसके बाद अपने गेस के साथ इस बातचीत
00:26को आगे बढ़ाएंगे हमारे साथ आज तुशार ब�
00:43के साथ हम डिसकस करेंगे आगे के लिए इस अफ़ते बाजार रेंज बाउंड कहें अगर तो गलत नहीं होगा शायद
00:49बहुत ज्यादा वालाटिलिटी हमें बाजार में देखने को नहीं मिली कोई ऐसा दिन नहीं गया है जब बाजार ने बुल्स
00:57ने अपनी स्ट्रेंट का
00:58प्रदर्शन ना किया हो अगर हम देखें तो विखली पुफॉरमन्स के उपर अगर हम नजर डाले तो निफ्टी बैंक अगर
01:08काmi प्रेशर में रहा बैंकिंग के बात अगर हम करें तो बैंकिंग न पॉजिटेव आउटकम जरूर दिखाए ओड्टो सेक्टर थोड़ा
01:28we have been doing strength and many sectors where there is a lack of weakness.
01:32If you try to understand the mood for this week, how do you analyze this week?
01:43Good afternoon.
01:45We look at this week as you said that ultimately we remain range-bound.
01:52We look at this week as you said that we have to pay for 1 day.
01:57Typically, the market is starting to end.
02:03We look at the gains and then the negatives are flat out.
02:08We look at the other way around.
02:11Actually, the market is not quite a bit of confusion.
02:16foreign
02:19you know they are coming into play
02:24so most definitely
02:27range boundary
02:28but yeah
02:29you said that bank nifty was out performing
02:32so financials entire bfsi
02:34pack looks interesting at the moment
02:36sir
02:39bazaar
02:40if we look at the opening
02:41this week monday
02:44we have opened
02:46very much up
02:48we have seen before
02:50but when we closed
02:51it was also at the 24,000
02:53level
02:54so it was a range
02:56but asian markets
02:58and other asian markets
03:01are showing a lot of pressure
03:02first of all
03:04you also mentioned
03:05cospi is showing a lot of pressure
03:07cospi index
03:08cospi index
03:09this week
03:10we have opened
03:10two times
03:10we have opened
03:13this week
03:13we have seen
03:14about 10%
03:16cospi index
03:17in the mid
03:18and today
03:19if I talk about this
03:2126 June
03:22the bazaar
03:23is closed
03:23but asian markets
03:25if I talk about this
03:26cospi
03:26today
03:268-9%
03:28the bazaar
03:33is called
03:33asian markets
03:34also shows a lot
03:34here
03:35this is also a lot of momentum
03:36negative
03:36there is also a lot of pressure
03:38on the asian markets
03:38on the asian markets
03:42on the asian markets
03:54this is also a lot of pressure
03:55on the asian markets
04:03that was driven by this entire semi-conductor manufacturing boom that had started taking over
04:11so what happens
04:13if you have seen
04:14in any market
04:1570%
04:16if you have seen growth
04:18in any market
04:19if you have seen growth
04:20then
04:20once you have seen correction
04:22and when you have seen a lot of pressure
04:25on the upper side
04:25then the lower side
04:27should be seen
04:27so the lower side
04:28should be seen
04:28so this is the reaction
04:30this is the reaction
04:31that is definitely
04:31there is a lot of effect
04:33but
04:34but
04:35we are structurally
04:37change
04:37that is not
04:38because we are not
04:39asian markets
04:40in fact
04:40india
04:40was correct
04:41asian markets
04:43they are growing up
04:45so the pressure
04:46will come
04:47and especially
04:49today
04:49is the market
04:50that we are
04:51in domestic
04:52institutions
04:53asian
04:54asian
04:54asian
04:54asian
04:58asian
04:59asian
05:02asian
05:03asian
05:04asian
05:07asian
05:08asian
05:09with
05:09the
05:09baca
05:09master
05:11was
05:12wonder
05:13that
05:13you
05:17know
05:24and
05:25if
05:29you
05:32foreign
06:00uh focus a jata hai investor community ka or valuation wise more definitely
06:05excellent nifty me thirty seven percent of the nifty is today ruled by bfsi
06:11so iska matlab humare overhang ya spillage joe wo nifty me ani hi
06:16chahiye hala ki ki india a consumer driven economy personally speaking
06:22mein fmcg space mein bhoat bullishness nahi dhekta ho rather over valuation
06:27dhekta ya rather cautious ho na chata ho so kya hum 30,000 ho jayenge nifty ke
06:33torpe mujhe bhoat is is saal mein aisi umiid nahi hai but hum kya
06:38eegdem correct ho jayenge yeh bhi nahi lagta so we should be a little range
06:42bound most definitely moving towards highs teen saal ki kya theory lagti hai
06:47hum structurally abhi bhi bearish market nahi hai humari manufacturing grip
06:52bhoat strong hai humare paas order book hai humare paas
06:56numbers, naui industries ai jho emerge ho kar rahi hai hum and Asiya pe joh focus
07:01hai usme Vietnam, India, ahh ah haa haap dhekhenge Taiwan Furiya yeh sab pe global focus
07:08baat hai kyu qui ultimately orders to bhaar se a rray hai hum hum the execution ko time
07:25but Banking of Performance has shown a better performance in this whole week.
07:31If I look at this whole week, Nifty Bank has shown an increase in 1.5% of the index.
07:41It has been dropped, but it has been very low.
07:44It has been dropped from 1.5% to 23 June.
07:48But the rest of the week has ended it on a positive note.
07:51How sustainable this trend is?
07:54Because we have seen that in Banking, there were such big stocks like HDFC, ICICI,
08:00but when they had panic in this situation,
08:03when these stocks were big, they were also stuck.
08:07How sustainable this trend is?
08:10The background of this trend is very sustainable.
08:15Because in our banks, especially in public sector banks,
08:19the balance sheets are pretty clean.
08:20If we look at the digital economy,
08:24if we look at the steps of the digital economy,
08:28if we look at it,
08:30if we look at it,
08:30if we look at it in private banking,
08:32there are deposits in our private banking.
08:36In general, the businesses of the banks
08:38or the whole finance sector are better.
08:41The consumption of loans for business expansion is increasing.
08:46And the businesses are increasing.
08:48We get a lot of attention.
08:52We get a lot of attention.
08:52So overall,
08:53because working and management is better in the whole industry,
08:57now,
08:59this is a part of sustainability,
09:02especially given the fact that,
09:04in the past 5 years,
09:06one of the most underperforming space banking was going on.
09:10Especially because,
09:12the big banking names were not coming to the party.
09:16Okay.
09:17So sir,
09:18coming to banking,
09:19private banks
09:19or public banks,
09:20where do you better bets
09:21should be?
09:23I think a little bit of a question,
09:25but
09:27public banks are very, very good.
09:31They are very good.
09:32Especially,
09:32the big names are in public banks.
09:34They are working,
09:35their style.
09:36As a consumer,
09:37as a consumer,
09:39as a business.
09:40When the bank was identified,
09:46situation was quite good.
09:48So,
09:48I am just a look at the top of the line private banks.
09:52Because,
09:52I am more of a person,
09:53as a consumer growth opportunity,
09:56risk reward,
09:57point of view,
09:58with potential points in the private space.
10:04Even though,
10:05when the banks are more than 15-20%
10:07of the banks,
10:08if a major bank,
10:09is even a company really good.
10:10I will not be surprised. I mean, it will be a basic thing.
10:39If you look at IT, it has been a stable production.
10:42It has not been seen in IT.
10:44But in the metal sector, there is a lot of volatility in the metal sector.
10:49If we look at the data last week,
10:52it is also showing that big stocks,
10:55such as Vidanta, Nal and Hindel,
10:58all these stocks have been seen in the wrong direction.
11:01Why are the pressure getting the metal?
11:03Now, crude oil prices are also eased.
11:11Why are the pressure on the metals?
11:15I will attribute two reasons.
11:18One is the profit booking.
11:20Because the ease of tension is over.
11:22Usually, when there is tension,
11:24everyone is on the side of the metal.
11:26One is because of the ease of tension.
11:29The other is that this can be a very good consolidation.
11:34As the dollar is easing,
11:37you will see that metals, especially non-yielding metals,
11:41their dependence on the dollar is very high.
11:44Because we are giving out the metals,
11:47the whole ecosystem of metals.
11:51So, as the volatility will end up in currency,
11:56like as the crude volatility will end up in currency,
12:00the world will end up in currency,
12:02the world will end up in currency,
12:05and the world will end up in currency,
12:05the metals will end up in currency,
12:08and the metals will end up in currency.
12:09So, from the investor point of view,
12:11I think this is a very good opportunity for us.
12:16To re-enter, especially dividend yielding stocks,
12:19which we have every time we have a cushion.
12:22So, this can be a good space there.
12:25Sir, you have seen a 6.50% of the metals.
12:29You have seen a buying opportunity.
12:30You have seen a valuation right now.
12:32What is the value of metal stocks?
12:34Personally speaking, I feel right.
12:36I feel right.
12:37I don't know.
12:38I don't know.
12:38I have a full exposure.
12:40I don't know.
12:41I don't know.
12:42I don't know.
12:42I don't know.
12:42But buy on dips is the go to world.
12:47Especially because you can see,
12:49in the past four months,
12:50we are up in the morning,
12:51there are other global news,
12:54there are other people who sleep in the morning.
12:56So, the amount of dips is the opportunity.
12:58And the amount of dips,
12:59the opportunity is the opportunity.
13:00But if I sit down with the most of these,
13:03that is probably...
13:05Yes.
13:07I.T.
13:08I am sure right now,
13:09sir, this week has seen stable performance,
13:11all the times that it was seen,
13:12but unfortunately,
13:14the performance of IT sector has given more,
13:17that has had some strength.
13:19There are some strength in itself.
13:20It's been a reversal.
13:21It's been a year.
13:25It's been a year-to-day.
13:26It's a year.
13:27It's been a year-to-day.
13:28The reason this is,
13:28because our IT is mainly
13:32the base,
13:33I am a manufacturer and I am a consumer and more management consultancy so on and so forth
13:40IT services.
13:41Hmm.
13:42Now, because the world over the world, we have a question that we are talking about manufacturing
13:49but how can we build revenue, what will be profitability, which will be completely dependent
14:24I think last September
14:35in the U.S. with you know human resource in the U.S.
14:39in the U.S.
15:35in the U.S.
15:52in the U.S.
16:19in the U.S.
16:39in the U.S.
16:42in the U.S.
16:50in the U.S.
17:30stream
17:42in the U.S.
17:55in the U.S.
18:00in the U.S.
18:13in the U.S.
18:15in the U.S.
18:21in the U.S.
19:17in the U.S.
19:28in the U.S.
19:32in the U.S.
19:38in the U.S.
20:00in the U.S.
20:02in the U.S.
20:07in the U.S.
20:17in the U.S.
20:36in the U.S.
20:47in the U.S.
21:07in the U.S.
21:09in the U.S.
21:32in the U.S.
21:37in the U.S.
21:40in the U.S.
21:56in the U.S.
22:07in the U.S.
22:29market
22:34Haley
22:38U.S.
22:41in the U.S.
22:43in the U.S.
22:43in U.S.
23:12Thank you very much.
23:43Thank you very much.
23:44Thank you very much.
24:22Thank you very much.
24:46Thank you very much.
25:15Thank you very much.
26:09Thank you very much.
26:34Thank you very much.
27:02Thank you very much.
27:14Thank you very much.
27:20Thank you very much.
27:22Thank you very much.
27:24Thank you very much.
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