Banking Sector Stock's में क्यों बुलिश हैं ऑनाली रूपानी, जानें वजह ! Nifty Prediction and Analysis

Nivesh Manthan

Transcript

00:00Yes.

00:01Banking.

00:02There is street butter.

00:05Yes.

00:06If you look at today's news, banking has been great.

00:12It's more than 2 percent.

00:17It's more than 2 percent.

00:19It's more than banking.

00:22It's more than 2 percent.

00:29It's more than 3 percent.

00:39It's more than 2 percent.

00:42You're looking for a inflation.

00:44In September 24, where the whole bazaar started, the banking index reached there.

00:50How are you seeing this situation?

00:53So, my view is almost similar here.

00:57Interest rates should be reduced in India.

01:01Interest rates should be reduced from here.

01:04So, in that case, it becomes very conducive for the banking sector.

01:09And Indian fintechs have performed very well.

01:15And when there was a market crash or something like that,

01:22the banking sector and the whole sector is bad.

01:26It is not going to happen that way anymore.

01:29Because it is broad-based.

01:31Broad-based means that you have a good economy,

01:34your GST collection is good,

01:36there are no issues like that.

01:38So, their credit growth is a bit of a challenge,

01:41which was a bit of a selling.

01:43But I think over a period of time,

01:44there is a natural cycle.

01:45Again, the monsoons will be there.

01:47Again, the credit cycle will pick up.

01:49And things will be fine.

01:50Now, because the interest rate is not growing,

01:52I think earning-wise, they will be stabilized.

01:55I am not expecting them to give super-duper results.

01:58But stabilized returns,

01:59you will have a stable return.

02:01Yeah.

02:03From banking,

02:13it will be stable.

02:15The whole equation is wrong with the cost of your customers and the margin of the cost of your customers.

02:25In the future, the capital will be a challenge for the banking sector.

02:33So, in this situation, how will it go to the bank?

02:38See, there are two things. Our micro-credit, which we call it, has a very extraordinary growth.

02:46Because our major direction in the country can't generate much more earnings.

02:53So because of that reason, micro-credits will always remain in the game.

02:57Now, these big banks, generally, micro-credits have a very small portfolio.

03:01They like to give money to big, large businessmen.

03:04Basically, those who don't need money, they give money.

03:07Right. So, this dichotomy, this is going on.

03:11One day, this is always going on.

03:14And we will be going on.

03:16And we will be running back and running back and running back.

03:19It will be a year.

03:21But I am sure that in the coming days, we will learn that our economy and governance is improved.

03:30You know, you exactly know how you travel to the digital transactions.

03:34Right? So, there are a lot of positives.

03:36Which was not before.

03:37Today, we are different from it.

03:39Transparency better.

03:41First, you take the bazaar.

03:43If there was a gap, then there were 4 scams in front of them.

03:46Right?

03:47Now, 4 brokers were defaulted.

03:50Look at the system.

03:52So, I think we are going on.

03:53So, we are going on.

03:54We are going on.

03:55We are going on.

03:56We are going on.

03:57So, we are going on.

03:58Well, you know, we are going on.

03:59But the problems are in place.

04:00These are the signs where…

04:02Right. So, I think reduction in interest rate is a clear answer to this.

04:20So, I think it's just a phase.

04:45I think it will get corrected. So, it is definitely a short term problem, but not a long term issue.

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