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What does Donald Trump really want? As tensions between the US and Iran escalate, Brent Crude Oil has surged above $100 per barrel, raising fears of a fresh global economic crisis. With new US tariffs on India, the Red Sea shipping crisis, rising inflation, and pressure on global stock markets, what should investors do next?

In this exclusive conversation, market expert Sharad Kohli breaks down Trump's geopolitical strategy, the impact of rising crude oil prices, the future of the India-US trade deal, FII activity, Nifty outlook, recession risks, and investment opportunities in sectors like defence, renewable energy, FMCG, gold, silver, and copper.

Watch till the end for expert insights on how to protect your portfolio during uncertain global market conditions.

क्या Donald Trump की नीतियां दुनिया को आर्थिक संकट की ओर ले जा रही हैं? Iran-US War, Red Sea Crisis, Crude Oil के 100 Dollar प्रति बैरल के पार पहुंचने, India पर नए US Tariff और शेयर बाजार में आई गिरावट के बीच निवेशकों को क्या करना चाहिए? इस खास बातचीत में Market Expert Sharad Kohli बता रहे हैं कि Trump का असली मकसद क्या है, India-US Trade Deal पर क्या असर पड़ेगा, Nifty, FII, Crude Oil, Gold, Silver, Copper और आने वाले महीनों में किन सेक्टर्स में निवेश के मौके बन सकते हैं।


Topics Covered:

Donald Trump's latest tariff policy
US-Iran war and Red Sea crisis
Brent Crude Oil above $100
India-US Trade Deal update
Impact on Nifty, Sensex & global markets
FII & FPI investment strategy
Gold, Silver & Copper outlook
Best sectors to invest in
Stocks and sectors to avoid
Market outlook for 2026

#DonaldTrump #IranWar #CrudeOil #StockMarket #ShareMarket #Nifty #Sensex #Tariff #IndiaUSTrade #GlobalMarkets #Gold #Silver #BusinessNews #GoodReturns #SharadKohli

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Transcript
00:00After Donald Trump, what do you want?
00:02Because when the ceasefire is over,
00:04he has been in the U.S. and Iran.
00:09Trump has said that he will not do that.
00:12However, if you look globally,
00:14there are a lot of things that are not only economies,
00:18but also share markets,
00:20the world and the world.
00:24July 24th,
00:24in the beginning of this news,
00:27the crude news has been hit
00:29because the brand has reached 100 dollars.
00:33After that, if we talk about global markets,
00:37it has been a crash.
00:38We talk about Indian markets,
00:41we have already dropped this $24,000.
00:43We are now trading at $23,800.
00:48So, there are a lot of answers
00:51and people are trying to find a lot of answers.
00:53We are trying to find a lot of questions.
00:56We are trying to find a lot of questions.
00:57We are trying to find a lot of questions.
01:00Welcome to Good Returns.
01:02Good Returns and Good Returns
01:05All of the followers, viewers and subscribers
01:07are my own.
01:07Sir,
01:09this question is,
01:10what do you want to do?
01:13It is a big news that the red sea is also going through the direction of the red sea.
01:20Why? Because the Iran-backed-dhoutiers have been in the red sea for commercial shipping.
01:25Now Iran also said that if we don't trade in oil market,
01:32then we won't trade any other Gulf countries.
01:35So now we have 100 dollars per barrel.
01:37We can see that if there are alternative sources also closed.
01:44Cut to Donald Trump.
01:46The US has one time also announced tariffs.
01:49The 10-12.5 tariff, forced labor concepts.
01:56India also put 10% tariff range.
01:59What do you want Donald Trump?
02:01The whole geopolitical economy will put it?
02:05What do you want to say, Donald Trump?
02:09One word I want to say.
02:10Then it's a word.
02:12Vinash.
02:13Vinash.
02:13Vinash.
02:14Vinash.
02:14Vinash.
02:14Vinash.
02:29Vinash.
02:56Vinash.
02:56Vinash.
02:57Vinash.
02:57Vinash.
02:57Vinash.
02:57In addition, the US Trade Act of 1924, there is section 122, there is a additional tariff in India, 10%.
03:07That was 10% for 1.500 days in India and in the countries.
03:11Because when the other reciprocal tariff policy was taken, the Supreme Court had taken it and taken it.
03:19This section 122 has permission for 1.500 days.
03:21They have permission for anyone to take it.
03:24But it will take it to a part of a party in a Russian.
03:51that you can't put on a selective basis on a selective basis.
03:56We don't do any work on our own.
04:00In the whole world, they have this tariff.
04:02There is a little relief, 12.30 to 10.
04:05So, if you get to know how much tariff is, tell us.
04:09So, 10% is MFN tariff.
04:12And 10% is called Section 301-B.
04:16Which is called unfair trade practices.
04:18America approves.
04:19We have to make this unfair trade practices.
04:22That means the next day,
04:25in May, the next day,
04:27in the evening of America,
04:29from the evening of May,
04:29in the evening of May,
04:31the 10-20% tariff will be on its top 10,
04:34which is the most good use of India-US trade deal,
04:36which is now a lot of people here,
04:38and will not go on,
04:39which will be in the same way.
04:43I don't think it will also be final,
04:45because this tariff is going to be against Australia.
04:47Australia is the 60 countries.
04:48They are also the same country.
04:50The country is the same country.
04:52Donald Trump forget that the tariffs are not on themselves.
04:56This is the same thing that goes there.
04:57The American importers will give tariff.
05:00The people will give tariff.
05:02The people will be able to export.
05:03The people will give tariff.
05:04Who will give tariff?
05:05Ultimately, they will give tariff to American importers
05:08and ultimately American consumers.
05:10I think the recipe is ready for America.
05:16The other development for America.
05:18The other development.
05:18The United States has $ 73 billion.
05:21The government has got a grant from Congress.
05:22Congress, the parliament, which says that we need more struggle.
05:26And that $ 73 billion came by.
05:29$212.
05:30They got the House of representatives in the House of Representatives.
05:33They have my struggle.
05:34That they can do well for $ 73 billion.
05:38When they were raised, they could get more struggle from the country.
05:45The Japanese people are being raised.
05:45foreign
06:15crude oil, crude oil, crude oil, crude oil
06:17century, 100 se oopar
06:19chala gya hai, dollar index
06:21101 se oopar chala gya hai, bond yields
06:234.7 cross kari hai
06:254.7 America mein ornivah
06:26bhoat khatrnaath level manaja ta hai, it is considered as a
06:29very dangerous level, ki aagar
06:31aapka 4.7 cross kari ji hai
06:33to khatrhe ki ghanti hooti hai
06:35America mein yi hai, bhoat
06:37hi wicket paristitia inflation
06:38America mein phir badhnne ka ho gaya, phir
06:40eek baar oil ki prices America mein joh
06:43gas hai, gasoline jis ko bolte hai
06:45. . . . . . .
07:43I don't know.
07:45oil marketing companies
07:46घाटे में आ गई है
07:46फिर से
07:47petrol, diesel, LPG
07:48सब पे under recovery
07:49भारी मातरा में शुरू हो गई है
07:51तो situation
07:52on the economic front
07:53is very very tense and stressful
07:55stock markets की आपने बात करी
07:57stock markets
07:58are been rocking
07:59बड़ी मुश्किल से
07:5924,000 के उपर जा के टिकी थी
08:01कुछ दिन के लिए
08:02उमीद बनी थी लोगों को
08:03शायद worst worst is behind us
08:05के market ने अब
08:06इस युद्ध को जो है
08:09दर किनार करना शुरू कर दिया है
08:10Russia Ukraine की तरह युद्ध होता रहे
08:12हम तो अपनी चाल चलेंगे
08:13पर ऐसा है नहीं क्योंकि
08:14इस युद्ध में दिक्कत
08:15इस युद्ध में crude oil
08:16villain है
08:18अगर शायद बिना crude oil वाला
08:20युद्ध होता
08:20तो इस युद्ध को भी market भुला के
08:23और अपनी चाल चलने लगती
08:24जैसे Russia Ukraine के लिए
08:26चार साल से ज़ादा हो गए
08:27market अब उस पे कोई ज़ादा ध्यान नहीं देती है
08:29पर यहाँ पर crude oil एक villain है
08:31तो मुझे लग रहा है market फिर 24,000 के ऊपर टिकी दी फिर 23,000
08:3523,700 थोड़ी सी हिस्समें जब हम बात कर रहे है
08:38तो हल्की सी recover करी है
08:39इस समय निफ्टी 60-70 point down है मेरे सामने screen है
08:43हल्की सी सुबह के मुकाबले कुछ recovery दिखाई दिये
08:45हो सकता है recovery और आये तो फोड़ा बहुत green में close
08:48market अपने तरह से पूरी कोशिश कर रही है
08:50इस भवर से निकलने की
08:52मुझे लग रहा है Donald Trump निकलने नहीं दे रही
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