00:00But just the way bank nifty is showing damage in the bank because today if we put the top losers
00:04on the top losers, then there are ICICI bank,
00:07Axis bank, HDFC bank, three big banks in private sector. And if we look at PSU's, then PSU's also showing
00:16damage in the bank.
00:19Financials, Bajaj Finance, Banking and Financials are showing damage in the bank.
00:29Banking and Financials are showing damage in the next week.
00:35Banking and Financials are showing damage in the portfolio.
00:37Or is it going to be an attractive correction here?
00:42What is going on in banking?
00:44Ma'am, this is not the place where there is a corrective buying opportunity.
00:49Now there is a more expectation of correction.
00:51Now you have asked, what is happening?
00:54Look, when the economy is a corrective phase,
00:59then the banks are withholding first.
01:01Or the non-banking financial corporation, Bajaj Finance,
01:05which is one of the biggest leaders in India.
01:09Yes.
01:10When it comes to such a situation, the biggest problem is that the loans are lower.
01:15Like your personal loans, car loans, home loans,
01:21what do you say?
01:21People avoid them.
01:24Why do you happen?
01:25Yes.
01:26If your income becomes unstable, you avoid such expenses.
01:30Right?
01:31When you avoid these expenses,
01:35then you have to take a loan to take a loan to take a loan.
01:37But when you have to take a loan to take a loan,
01:40then you have to take a loan to take a loan.
01:43Now I will correlate with your 2009-2009 subprime crisis.
01:48How did that happen?
01:49People stopped paying their EMIs on home loans, car loans, personal loans.
01:56In India, home loans are never meant to be defaulted,
02:01because the house is not an asset.
02:04It's a dream for Indians specifically.
02:07So I don't expect that home loans have a lot of defaults,
02:10but it shows that there is a weakening in the economy.
02:14So I would still wait for some more correction to happen,
02:19and I would at least wait for the market to cross 24,500 on the upper side,
02:26to make a fresh point.
02:28In any form,
02:29Now, in Bazaar,
02:31no matter in any sector,
02:32in any sector,
02:33no matter in any sector.
02:34If stocks are specific,
02:36then some stocks are being seen
02:37where we can see buying opportunities?
02:42Yes, ma'am.
02:43If you want to know stock specific,
02:48if you want to know long-term views,
02:49it's not needed to be long term,
02:51then you would have to look at the sectors
03:02that means that we should be looking at the IT sector, Infosys, Tata Telecommunication
03:09or Tata Tech. In-counters, if you want to make a big deal, you will see that you have
03:16a very good opportunity in-counters, which we consume on a direct basis, which we can
03:32consume on a direct basis, like Nestle, India, Hindustan, Unilever. Now these are considered
03:38safe-haven projects or stocks. So, if you can see pharma and consumer products, FMCG
03:47products, the bind pressure is increasing. That means that wherever the big investors have
03:54lost faith in the economy. That means investors are moving very fast towards safe-haven assets.
04:04They have lost faith in the economies. So, now in my opinion, it is a wait-and-watch,
04:11or defensive sectors like FMCG, pharma, or those who have fallen sectors like IT, power.
04:49In-counters. Okay.
04:49In-counters.
04:50In-counters.
04:51In-counters.
05:08In-counters.
05:16In-counters.
05:18In-counters.
05:22In-counters.
05:29In-counters.
05:32In-counters.
05:42In-counters.
05:44In-counters.
05:52In-counters.
06:03In-counters.
06:06In-counters.
06:19In-counters.
06:24In-counters.
06:27In-counters.
06:37In-counters.
06:40In-counters.
06:41In-counters.
06:53In-counters.
06:56In-counters.
06:56There are both the main-parン�ie if I have seen a average of marginal units.
06:58So, I have always seen it as a favourite counter.
06:59So, if you see crise imprez has a great fall-down from the top.
07:04Right?
07:05To.
07:05In a growing sector.
07:08In-counters.ROAN
07:09Mallory. You seers.
07:19$zりました.
07:20maximum. We can expect Nifty to bow down to anywhere between 800 to 900, which is the
07:27maximum corrective measure, which is the infosys. Now infosys and further
07:34gyrnye ki opportunity bhout kam ho gayi. Lekin jho stock abhi tab girae nahi jho IT sector ko
07:40banaate hai like TCS, unse abhi bachna hai. Lekin un stocks pe jana hai jho kaafi good
07:46chukye hai, jyase Tata Technologies. Agar aap Tata Tech ko dhekhen, so this is what I want.
07:52A reverse head and shoulder pattern. और यह हमारी पहले भी बात हुई
07:56thi, कि यह perfect buying opportunity hai. 600-700 rupae pe me ra recommendation
08:01था इसका. पर यह बहुत बढ़िया recovery देकर गया था 1000 rupae. अब भी
08:05यह और उपर जाएगा. जो long term view रखते हैं, वो 1200 rupae
08:10तक के long term view, at least one to two years down the line
08:13से hold करें, it would certainly pull back. So, आपको उन stocks को ढूणना
08:18है, जो fall, वो चुके हैं, not जो भी falling criteria में आ रहे हैं.
08:24That is the way you find stocks. तो IT sector, power sector, pharma और मैं
08:30यह sectors क्यों बोल रहा हूं? क्योंकि इन्हें risk averaging sectors
08:34बोला जाता है, इनके बगार हमारी sustainability नहीं है. और
08:38अगर sustainability नहीं है इन sectors के बगार, मतलब
08:40without their services, we cannot survive. तो later और sooner यह pullback
08:46जैड़ बगारी नहीं है.
