Stock Market की गिरावट में SIP करने वाले क्या करें? Tariff लागू होने से पहले बनाए दमदार Strategy

Goodreturns

Stock Market में लगातार 5 महीनों से जारी बिकवाली पर मार्च में ब्रेक लग गया है. मार्च में अब तक सेंसेक्स और निफ्टी करीब 5-6% तक उछल चुके हैं. हालांकि, सितंबर 2024 के रिकॉर्ड लेवल से करीब 10% नीचे ट्रेड कर रहे. बाजार में जारी तेजी कितना लंबा चल सकती है? किन सेक्टर और स्टॉक में निवेश का मौका बन रहा है? SIP बंद करने वाले निवेशक क्या करें समेत अन्य सवालों के जवाब के लिए हमने Ventura के Vinit Bolinjkar से बातचीत की. करीब ढाई दशक से इक्विटी मार्केटे कवर करने वाले दिग्गज एक्सपर्ट Vinit Bolinjkar ने कहा कि बाजार के लिए रिजर्व बैंक की अप्रैल पॉलिसी मीटिंग, रेसिप्रोकल टैरिफ जैसे अहम ट्रिगर्स हैं.    #sharemarket #sharemarketnews #sharemarkettips #sharemarketanalysis #sensex #nifty50 #niftyprediction #niftyanalysis  #fiidataanalysis #stockmarket #livetrading #stockstobuy #sharebazaar  Also Read  NCC Share Price Surges 5% on Rs. 10,805 Crore Order Win; Still 41% Below 52-Week High; Buy Now? :: https://www.goodreturns.in/news/ncc-share-price-surges-5-on-rs-10-805-crore-order-win-still-41-below-52-week-high-buy-now-1414345.html?ref=DMDesc  Stock Market Today Opening: Nifty, Sensex Start on Flat Note; Zomato, HDFC, IndusInd, NCC, Airtel Most Active :: https://www.goodreturns.in/news/stock-market-today-opening-march-26-wednesday-nifty-sensex-start-zomato-hdfc-indusind-ncc-1414285.html?ref=DMDesc  IREDA's Shares Decline 21% In A Month, Board Meeting Sparks Investor Interest :: https://www.goodreturns.in/news/ireda-share-value-decline-and-recovery-011-1413909.html?ref=DMDesc    ~HT.178~GR.124~ED.148~

Transcript

00:00Hello, my name is Aditya Vijay Singh. Welcome to GoodReturns.

00:03We are seeing a great recovery in the market.

00:06How long will the happiness in the hearts of investors and traders remain constant?

00:12What will be the trend in the market?

00:14Will the purchase of FIH continue?

00:16We will talk about all this.

00:18With us is Ventura's Research Head, Vinit Bholenjiker Sir,

00:23who has about 2.5 decades of experience.

00:25Sir, welcome to GoodReturns.

00:27Thank you for having me.

00:29So, we are seeing value buying from the lower levels.

00:33How are you seeing it?

00:34What is your view?

00:35What is the first event in the recovery of the market?

00:37In the value buying of the market?

00:39See, Nifty has increased by about 2000 points.

00:43And in this, we see in stocks, some commodities, metal shares.

00:52And we think that there will be good buying in pharma stocks in the future.

00:57So, what level are you seeing for the short term?

01:03Will Nifty go to this level?

01:05We are seeing a great gain.

01:07It has been fast for 7 consecutive days.

01:09See, we think it will be fast till the end of the month.

01:14Because it is the last day of the year.

01:17Bonuses in the mutual fund industry are dependent on it.

01:20And after that, we will see a 1-2 day haul.

01:23Because on 2nd, Trump's tariff measures are going to come.

01:27So, we think that it will be fast for 2-3 days.

01:32But in the coming month, in April, the market can pause for 1-2 days.

01:39So, now the sector which is in focus is the IT sector.

01:43After the results of Accenture, we are seeing some correction.

01:47Earnings season is also going to start.

01:49What is the view of the sector?

01:51It should stay away from IT stocks.

01:53Okay.

01:55Secondly, we think that the infrastructure shares, banking stocks.

02:01Although, in the banking market, the view of credit growth is not so positive.

02:07But we think that banking stocks are very undervalued.

02:11So, we are seeing fast there.

02:13Banking stocks, metal shares, pharmaceuticals, and infrastructure companies

02:19are performing very well in the coming quarter.

02:21One more sector is in focus, the defence sector.

02:24Especially, Majgaon, Dockyard, Garden Bridge.

02:28The defence upgradation plan of 900 billion dollars has been passed in Europe.

02:38And India, which was a defence importer, has become a defence exporter.

02:45And we export to many countries.

02:48So, the self-reliance that we have to do in the defence industry,

02:53because of that, we think that the defence industry will perform very well.

02:58In this, Hindustan Aeronautics, Solar Industries, and Zen Technologies are our top picks.

03:08If I talk about the small cap and mid cap sectors,

03:11they have outperformed in this recovery.

03:13What do you think, how much concern is left for the evaluation?

03:17What is the trigger now? What is their outlook now?

03:20See, this rally was totally unexpected.

03:23And the ferocity that it has come from, it was amazing actually.

03:28But we understand that we are not out of the woods as yet.

03:33There is still some negativity regarding the US economy.

03:39And we are seeing funds diverting from there to India.

03:42Once the date of 2nd April comes out,

03:45and we get to know how many tariffs have been imposed on India,

03:48then it will be a good time to invest.

03:53And as soon as we understand that India is not going to be too negative,

03:57then we understand that it can continue to grow rapidly.

04:01In April, the meeting that is going to take place in the first week,

04:05the monetary policy meeting in April,

04:08what are your expectations regarding this?

04:12Definitely, there is going to be a rate cut.

04:14Because we are seeing that the GDP has slowed down relatively,

04:18which we were expecting.

04:20And the softness in international markets,

04:23in GDP in the US,

04:25because of that we are expecting that the liquidity measures taken by the RBI

04:30in the last two quarters, in the two RBI meetings,

04:36we think that this time they will cut the rate.

04:38What is your advice for the people who have stopped the SIP in the market?

04:42You should not stop the SIP.

04:44You have been doing SIP for 10, 15, 20 years.

04:49Now you will be at a loss if you stop the SIP.

04:52Because the funda of SIP is dollar cost averaging.

04:57You did not get the benefit of that.

05:00Because when the market falls, you get more units.

05:03And when the market recovers, you get the benefit of that.

05:06So, the reciprocal tariffs that are going to be implemented from April,

05:10which sector will be more focused in the market?

05:14I think that there is not much expectation of tariffs in India.

05:19There can be a little.

05:21So, we think that the textile shares will perform very well.

05:26And the manufacturing sector will perform very well along with defence.

05:30Earnings season will also start from the second week of April.

05:33Looking at your earnings season,

05:35what kind of performance will be there after the third quarter?

05:38Which sector will be more involved in your topic?

05:42The sectors that we talked about,

05:44like defence, metal shares, infrastructure companies, pharmaceutical stocks,

05:53and manufacturing sector,

05:55all these will perform very well.

05:58Our view on IT is a little soft.

06:03And we do not expect a big increase in this.

06:08New financial year is starting.

06:10So, which trigger are you looking at

06:12which can change the direction of the market?

06:16What other concerns will be there other than tariffs?

06:18See, the main thing is that flows will not come back in India.

06:22Because domestic buying is still going on.

06:26Domestic fund flows are also strong.

06:29If there is a consistent buying of FII,

06:32then I think there can be a big jump.

06:35And it can also newise very soon.

06:38The other thing that we should watch is the outlook for monsoon.

06:44These two things will be very important.

06:47I am seeing that the FII is back.

06:50So, do you think this will continue?

06:52There is no such thing as monsoon that will stop the buying of FII.

06:56How do you feel about the buying of FII?

06:58Will it continue?

06:59I hope it will be good.

07:01Okay.

07:02Last question, sir.

07:03Which are the 5 strong points for this new financial year

07:06that you would like to give?

07:075 strong shares for the long term.

07:08So, pay attention to the thermoscope.

07:10We think that it will perform very well in the travel sector.

07:16This is one share.

07:17Secondly, we think that PNB Bank is a very undervalued share.

07:23Secondly, there is a share in the public sector bank.

07:27If the environment is good, then they will get 2 IPOs.

07:30So, there can be a lot of value unlocking in this.

07:33Thirdly, there is a banking share of Kotak Mahindra Bank.

07:36Its worst period is over.

07:38And we expect that there can be a massive re-rating in this.

07:41And there is a small share of Salzar Industries.

07:45Yes.

07:46We recommend that.

07:48Thank you, Vinit sir.

07:49You took out time for us.

07:51You talked to us.

07:52You gave good tips in the value buying and recovery of Mazar.

07:55Our viewers hope that they will benefit from this.

07:58Thank you very much, sir.

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