00:00Sir, there is no big macro trigger that goes on the positive direction of the bazaar.
00:07But then the question is, where is recovery from?
00:10Where is recovery from?
00:10Where is recovery from the bazaar?
00:14I'm going to talk about macro factors.
00:19India's inflation has increased 4.45% in the past.
00:24It's a little negative.
00:25Plus, if you look at the US,
00:28we saw the U.S. and the U.S.
00:33and the unemployment claims.
00:34The U.S. was not the same as the market.
00:39The international market and the domestic market.
00:42The economic data is very influenced by the U.S.-Iran war.
00:55The U.S. has been surprised by the US.
00:56The U.S. is also a big difference.
00:56The U.S. has been so much support for the U.S.
00:58So, I think that the macro trend is very big,
01:02and the Fed also said that the data will be very high.
01:05So, now-and-and-so, the data or comments are currently available,
01:09the market is not able to take support from the market.
01:17Yes, Sir, banking and financials outlook is how we look at it.
01:22We have seen that banks and financials are trying to support the market,
01:26but in the last week, if we saw that,
01:29the pressure is made on PSU banks,
01:31and the financials are also showing pressure on the market.
01:36But what should we do with banking and financials overall?
01:43Banking and financials are very attractive.
01:47If you see here, we have seen a good momentum here.
01:58Banking as compared to the financials is very attractive.
02:01You can see that there is a festival season in the future.
02:05You can see some reforms in the last time.
02:11Like the GST 2.0,
02:13you can see that there will be some announcements in the future.
02:17You can see that there will be a lot of support in the market.
02:20You can see that there will be a growth in the future.
02:24The festival season will be a good momentum in the future.
02:29Okay.
02:31We are looking at gainers and losers.
02:33This whole week, which is the pressure on the sectors.
02:36The first name is metals.
02:40Metals, pharma, PSU banks.
02:43Reality and some more.
02:45And if we see, there are some sectors that are looking at pressure.
02:50However, IT has seen better performance in this whole week.
02:54Private banks has seen a good move in the future.
02:56Auto has seen a good move in the future.
02:57But if you see today's decline,
02:59you can see that there will be a lot of pressure in the future.
03:03Especially Tata Motors,
03:05which is the top losers.
03:09Tata Motors is seen in the future.
03:10Sir, where do you want to put down?
03:12Where do you want to put these sectors on the radar?
03:14Is it going to put these sectors on the radar?
03:16Yes, it's going to be a good move in the future.
03:19The price of gas is coming to the metal sector.
03:22The metal sector has a bit of a little impact.
03:26But I think that the momentum is going to be in metal.
03:38foreign
03:46foreign
03:47If we talk about it, there is an opportunity to talk about the auto sector.
03:51There is a reason that, although the monsoon is delayed,
03:56there is a lot of time coming,
03:58and there is a lot of distribution range here.
04:02I am expecting that the monsoon is a good moment.
04:07I am expecting that the auto sector is a good moment.
04:08I don't know, but we will see one or two opportunities.
04:11There is a festival,
04:12and you can see the auto sector in general.
04:17I think there will be two or three months in the future.
04:20Metal and auto, I think these are two sectors
04:22which will be possible in the future of 2-3 months.
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