Share Market Crash: Trump Tariff से पहले Crash! किन Sectors पर होगा सबसे ज्यादा impact? GoodReturns

Goodreturns

Share Market Crash: March 2025 में शेयर बाजार ने जबरदस्त रिकवरी दिखाई! 📈 लेकिन क्या April में भी यही ट्रेंड जारी रहेगा? FIIs ने 6 महीने बाद net buying शुरू की🚀. Nifty-Sensex नए हाई बना पाएंगे या फिर रेजिस्टेंस का सामना करेंगे? GoodReturns पर Bhawna Gupta के साथ जुड़िए, जहां PACE360 के Co-Founder Amil Goel से जानेंगे -  ✅ FIIs की वापसी का कारण  ✅ अप्रैल में कैसी रहेगी मार्केट की चाल?  ✅ अप्रैल के बड़े ट्रिगर्स  ✅ निवेशक क्या Strategy अपनाएं?  पूरी जानकारी के लिए देखें वीडियो!    #StockMarket #Nifty50 #Sensex #GoodReturns #StockMarketnews #BusinessNews #BusinessNewsHindi #BankNifty #TrumpTariff #Autotariff #ITsectors #ITshares #PharmaShares #BankingShares #NHPC #NTPC #Ireda #ircon #rec #coalindia #sharemarketlive #stockmarketlive #livenews #trending #latestnews #StockMarketAnalysis #ShareMarketAnalysis  Also Read  Countdown: Sensex, Nifty Crash Deep Before Trump's Liberation Day: 5 Reasons Why Market Is Falling :: https://www.goodreturns.in/news/countdown-sensex-nifty-crash-deep-before-trumps-liberation-day-5-reasons-why-market-is-falling-1415571.html?ref=DMDesc  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    ~PR.147~HT.408~ED.148~GR.121~

Transcript

00:00Sir, if you want to tell us about specific sectors and stocks, which sectors do you want to advise investors to invest in?

00:15Bhavna, the stocks that we discussed last time, oil marketing, gas marketing companies,

00:24we discussed defense, aeronautics, railway stocks, beaten down stocks,

00:32and a bit of financial services, a bit of banking.

00:36So I think we should take a diversified portfolio, it is not a time to take concentrated exposure.

00:44The idea would be to diversify, I am not advising you to buy IT, FMCG, and I am not advising you to buy electronic manufacturing.

01:01So I am advising you to buy those where the price earning ratios are low, whose valuations are reasonable,

01:08where earnings visibility is there, the company has a strong balance sheet,

01:12corporate governance standards are there, and I think in the sectors that I have mentioned,

01:18you will find a lot of such companies.

01:22So take a diversified portfolio, I think you will find 7-8% upsides in that portfolio.

01:37Sir, what are the major triggers that you can see in April that will impact the market?

01:44Before Bhavna, the 2nd of April is the deadline for Trump's tariff.

01:49So I am not giving much attention to it personally, I think it is going to be a non-event.

01:57I don't think there will be such a big impact on India that the story of India will be messed up.

02:04I think there will be bilateral deals, give and take, and I think this crisis will be a non-event.

02:18So it is the 2nd of April, but still we have to be careful.

02:22Secondly, RBI's credit policy is in the 1st week of April, so we have to be careful there as well.

02:32Because it is a major event and some people are expecting a rate cut from RBI.

02:39Thirdly, our corporate results will start coming around the 2nd week of April.

02:49So we have to be very careful about that as well.

02:52So these are the 3 things that I can talk about, the timelines and the events.

03:00But apart from this, the global macro is very dynamic, the geopolitics world is very dynamic.

03:06So there are constant changes, so you cannot go into this market with any preconceived notion.

03:15You have to analyze every bit of data, every political development, economic development,

03:22every data, every event, and then you have to make a view.

03:27But as of now, my bias is on the upside.

03:31I think there should be more upsides in the coming weeks.

03:35And I think if there is an upside, then the investors can adopt the Salon Rise strategy.

03:43But as of now, I think it looks good.

04:13Bajaj Auto is a good stock.

04:37And I am liking the coming months of Bajaj Auto.

04:43Plus, as you know, the extra deductions of income tax that our government has given in the budget,

04:50the benefit of that will start coming from April.

04:53And I think that will increase the sales of two-wheeler.

04:58And Bajaj Auto will definitely benefit from that.

05:02So I think you can selectively buy in the auto sector.

05:05But I am not talking about long-term bullishness here.

05:09I am basically talking about a bullishness for the next few weeks.

05:14And I think there should be a good opportunity there.

05:18Sir, my last question to you is, what will be your five stock picks for the month of April?

05:26Bhavna, we are bullish on Tata Power.

05:29We are bullish on Bharat Petroleum.

05:31We are bullish on Mahanagar Gas.

05:34We are bullish on Bajaj Auto.

05:39And I will not tell you a separate stock in PSU Bank.

05:44But I will say that PSU Bank has an ETF.

05:47In which all the PSU banks are.

05:50I think that ETF is looking very bullish to me.

05:54So these are some stocks and ETFs that I am liking.

05:57And I think they may outperform the market.

06:01If the market goes to Rs. 24,200, then I think these stocks can outperform Nifty.

06:07And you can see a decent gain.

Category

Transcript

Recommended