00:00Okay, when we talk about mid-cap and small-cap, we saw that flows are very high, when the market
00:08was volatile, the mid-cap and small-cap are highly volatile, what is reliable to invest here now?
00:20Yes, it is very high, when we talk about the market, there is a possibility that it will be very
00:30high, when we talk about the mid-cap portfolio, we have a little scrutiny,
00:49and then we will fix it in the portfolio, maybe sell it, if it is very expensive now.
00:56Okay, mom, there are no FII's in a market, we all know, and when we don't come, this doesn't know
01:04anyone,
01:04because there are many global situations like FII's in the emerging markets, but in the Indian market, DII's has a
01:14big role,
01:15mutual funds have been able to maintain the Bazaar in a way, but if it is said that Bazaar in
01:24mutual funds,
01:25they are being tested in Retain Investors' SIP, what are the markets doing?
01:29Yes, definitely tests are starting, but in the last five years, 2020, our investor base has been increased,
01:42now it is 13 crores. This new investor base, which is basically the majority investor base,
01:49they have seen single-digit returns or negative returns,
01:53they have not seen single-digit returns or negative returns.
01:55This is why now the money is still coming,
01:58I will say that A Power of Translator is still coming,
01:59but just like when we are in a little bit,
02:03we will see the true test,
02:06the true test that we will know does not only do,
02:10as we can see in 3-4 days,
02:13and the idea of that activity will start in September data,
02:19when it goes out, we will also know that actually all the bloodbaths and the crash have effected some of
02:29it.
02:30Okay, let's quickly understand about sectors, because we have to go to the end of this episode,
02:38but now the sectors are coming in front of us, the sectors are showing losers in the market.
02:44If we saw it in the last week, we have hit in IT, FMCG has hit in bad ways.
02:51If we talk about PSU banks, we have got a lot of interest in this week.
02:57In the auto, in reality, these are all the top losers in this week.
03:02However, in your energy, metal and pharma, there was a lot of gain and recovery, but it was highly volatile.
03:09Where do we put money? Is there any sector or stock-specific?
03:15That is the best strategy that you have told us.
03:19We need to be stock-specific because we will miss the sector,
03:24or we will miss the good stocks in our portfolio.
03:32Especially in a volatile market, there is a lot of possibility.
03:37If we talk about sectors, if we talk about some of the banking sector,
03:43or the private sector, the sector has increased,
03:48and there are NPAs, credit and more.
04:03There is no one cockroach in the kitchen.
04:08There is never one cockroach in the kitchen.
04:20In the future, FMCG, the input cost of the cost is increased.
04:24The inflation is also increased.
04:26The commodities that are used are used in commodities,
04:33the cost of the cost of the cost of the cost is increased.
04:36The auto industry, as you know,
04:38the Chinese automakers have over capacity.
04:42The price is increased.
04:42The price is increased.
04:43The price is increased in the foreign markets.
04:45The pressure is increased in the whole world.
04:47The price is reduced in all the auto car makers.
04:50The price is reduced.
04:53The same type of demand is also increased.
04:56The IT sector is also increased in the world.
04:58And the IT sector is also dependent on the AI.
04:59That it is what has been the effect,
05:00we don't know.
05:02In the near future, we will have to see volatility in the bazaar, so in the last one or two
05:10lines,
05:11if you want to talk quickly about retail investors, then we will wind up the show here.
05:18One thing we have to keep in mind is that depending on which stocks are in your portfolio,
05:23we have to compare with the benchmark.
05:26We have to compare with our small caps to nifty-fifty.
05:31So, this is a mistake that people normally do.
05:35First, we have to benchmark.
05:37Second, we have to stop because the market is falling.
05:40In fact, we have time to get the benefits of the lower cost.
05:47We have to invest in other geographies,
05:53and in currencies, like Indian currency, obviously, we have seen how much percent has dropped,
05:58around almost 6% dollar terms.
06:01So, investing globally and in currencies.
06:05And last thing, one eye on the telescope and one eye on the microscope.
06:10Okay, all right.
06:13So, broader vision is also very important.
06:15And stock-specific attention is also very important.
06:18The last line that I have said, this is the same thing.
06:22Yes.
06:23This is the same thing.
06:25And for you, there is also a chance to see the bazaar,
06:29but don't panic because there are many places where you can get better opportunities.
06:34You can get a little bit of diversification.
06:37And first of all,
06:39and first of all,
06:40and first of all,
06:41and first of all,
06:41take your financial advisor.
06:43Thank you so much, ma'am, for joining us today.
06:46Thank you so much, Arunima.
06:48It was nice talking to you.
