RBI, GDP Aur Interest Rate Cut?
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- čas přidán 24. 06. 2024
- RBI, GDP Aur Interest Rate Cut?
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
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Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
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For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
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Covered in This Video
0:00 Intro
0:12 RBI ki new Policy
3:31 Ministry Allocation kaisa hoga?
6:12 Dhoom Dhaam se badha Bazar
7:19 Kya aap SEBI ka kaam karenge?
8:36 Views on PLI scheme
9:51 PSU ki earning
10:42 Jo aapne kaha vahi hua
13:13 PSU ka profit cost cutting se aaya
14:17 PSU ko turnaround kar diya government ne
15:54 Kya Rally ke baad Market girega?
16:47 RBI aur Federal Reserve ka connection
17:51 Mutual Fund se Smallcase mein aa gaya
18:13 Jisko karna hai vah karega investigate
18:35 Aapko Apne hisab se share lena hai
19:10 Profit or Share price ek hi rate se grow karenge
20:15 Jo karega wah fassega
20:34 Fatka wale dubayenge
21:56 Changing the Metric of measurement
23:38 PSU ki low base wali start
24:27 Over diversification in Smallcase
25:49 Market Manipulation by Government
26:42 Non Performing Sector accumulate karna sahi hoga?
27:00 4 Lakh e-mail to SEBI
27:50 F&O ka loss wapis nahi aata
28:12 Exit poll should be banned
29:11 NAV ki gadbad
29:20 Market Cap aur size of opportunity
30:22 Government kab settle ho jayega
#rbi #gdpgrowthrate #gdp #reservebankofindia #ratecut #election2024 /#federalreserve #narendramodi #narendramodispeech #chandrababunaidu #nitishkumar #bjpgovernment #sharemarketindia #sharemarket2024 #stock #investmentideas #financialadvices #basantmaheshwari #nifty
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DISCLAIMER- We do not Recommend any of the stocks we discussed in our videos. Please consider consulting with your Financial Advisers before investing.
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
---
Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
---
For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
---
मुझे ऐसा क्यों लगता है कि आप हमेशा लोगों को मार्केट से डरते रहते हो ताकि लोग आपके स्मॉल केस में पैसे लगाए डायरेक्टर मार्केट में नहीं
सही पकड़े हैं ,
मैं sbse स्मार्ट हूं जब प्रूव होगा तभी तो कोर्स खरीदोगे 😂😂
@@thedreamer935 कोर्स क्या करें सर तो आधे घंटे के 50000 कमाते हैं
Precisely so. But he does it very cunningly and subtly.
Kyu ki yh apny aap ko shana or janta ko chutiya smjta h
Yes brother you are absolutely right
How Canada and other country cut the rate even after US not cut???
Exactly my question
This is happening first time these countries have cut rate before fed
warna bank ludak jata
लोगों ने पीएसयू स्टॉक में 5 /5 गुना पेसे बना लिए और हम आपका चैनल ही देखते रह गए
You are responsible for your own action.
जाओ लेलो किसने मना किया है भाई
@@Parvez861जनक लेना था तो लेने नहीं दिए अब लेके क्या होगा।
😅😅😅 I'm part of the Rally of PSUs. So start learning about Share Market.
@@Parvez861 गुरुदेव रोज आकर अपना ज्ञान दे तो रहे हैं
Tell me a thing which you like about Modi government sir.
He can't
Ltcg stcg stt
@@learnvinitathan there might be not actually, do u think u guys have more knowledge then him ?? Esa ho to apni chaa kahin aur mudao ...yahan ka zakh marane aate ho
There is saying in stock investing "Let your winners run and cut your losers" so that portfolio remains always in green. BM saab follows the same strategy in his CZcams channel "block those who criticise or question his wisdom in stock analysis and retain those who flatter him like guruji, next FM, gem of Indian stock market etc" so that comments box always remains green. I think it is my last post in BM saab channel because tomorrow I will be blocked.
Sir, kindly focus on share market. This govt will run five years year, ye Rahul Gandhi ki guarantee hai
Aur nitish chacha ki guarantee hai ki... Samajhdar ko ishara kafi hai
Bhai itni fazihat hoke bhi election ke bad wapus aa gaye bhakt😂😂😂😂😂😂
😂😂 rahul baba ka time ho gaya vacation pe jane ke liye..ab agle chunav main milenge.. tata bye good bye...
@@sanketsawant7475 1 lakh rs ke guarantee card ka kya hua?????
Sir
No one can earn money in the market by listening to you because he will prepare for the flood but will keep learning to swim in the drought.❤
Sir ek video kewal gapbaaji pe dedicated hona chahiye only for educational purposes 😂
1. Nobody asked traders to trader during Election time as the volatility is high.
2. Even if they trade, they trade on their own risk.
3. Exit polls do not guarantee on the results. They are bound to be wrong.
4. If PM, HM and FM are responsible for this, then all the TV anchors and analyst and chartist are also responsible for this.
Sir Nitish kumar pehle wale nitish kumar nhi hai unko bas kurshi se matlab hai policy aur thought se nhi.
Aaj k unka speech se clear hai
Sir..the actual video time is 1 hour..because your speed is much faster than other you tubers..normally they waste first 5 min on like share subscription and request to view till end and actual content of video comes in the last 5 min..appreciate..!
SIR JEE, I JUST WANT TO CORECT YOU ON PIYUSH GOEL STATEMENT. HIS STATAEMENT WAS FII SOLD 12000 CR. AND INDIAN BROUGHT ON 4TH JUNE
TDP this time will not arm twist Bjp, simply because this time Chandrababu naidu given second life by Modi. He was supported financially and through central govt for the last 5 years. But yes Nitsh party may do due to local politics
Bhai aisa kuch nahi hai.....
Chandra ko aap agar jante ho toh wo aapne sasur ke nahi hue toh Modi kon hai
सर आप फ्यूचर को sata कैसे बोल सकते हो मैं 7 सालों से कर रहा हू 30 परसेंट सालाना रिटर्न आराम से कम रहा हूं मेरा फुल टाइम यही काम है दूसरा मेरे पास कुछ काम नहीं है..मेरा घर इसी से चलता है
सर जी नमस्कार । एक रिक्वेस्ट है अब मार्केट की बात ज्यादा करें कुछ दिन राजनीति सरकार मंत्रालय ये सब छोड़ दे । बाद में देखेंगे
सर जी, फिर तो मोज मनाईए की इंडी ठगबंधन सत्ता में नही आई , वरना भारत की जनता को कितने ही नमूनों को झेलना पड़ता ! 😂🤣
Tere jaise😂😂😂😂
सर जी का अरमान रह गया इनको राहुल गांधी को प्रधानमंत्री बनाने की योजना रह गई. सर दुःखी है
@@MDFINVEST897 🤣🤣🤣🤣😜😜
Namuno ko namune naza aate hai
टकला यह कमेन्ट नही लेगा तेरी,,,क्यु की चमचो को मिर्च लगे गी
कोई एक्झीट पोल वाला कभी नही बोला शेयर खरीदो या बेचो ! लोग खुद एक्झीट पोल देखके ट्रेडिंग करते है, और अब रोना धोना चालु😢 एक्झीट पोल उन लोगो के लिए था जो शेयर मार्केट में नही है ।😅
Hi Basant ji, With elections behind us, what is your view on allocating fresh money to equity ? What are your preferred sectors ? Thanks.
Aapki Bahut meherbani politics kam aur stock market ki concerned baat hui .. sirji pls continue this way .. we serious investors want to learn your stock knowledge not politics..
Also pls take up stock market queries and not politics posts ..
Some people want to instigate you pls understand
Sir mere ek sawal hai ki agar koi small NBFC ka rate of disbursal rate (still 36% YOY) kam ho raha ho and collection efficiency(98% to 97.8%) bhi marginally kam ho gayi ho to isse kya part and parcel of the business manke ke accept karna chahiye ya phir cautious ho jana chahiye
*Sir modi ji ne aaj Samvidhan Bhawan me apne speech me kaha hai ki Ye sarkaar ki koshish rahegi ki Madhyam varg or Uch madhyam verg family me koi interfair na ho....*
*Unko pata chal hai Shyad ki is baar Middle class me unka vote kuch Chitka hai.... Chaliye Der Aye Durust aye...* 👍
Sir please advise me that what is the difference of your pms and small,focus,2030 amall vision and nifty top 10
Basant sir, in your video someone highlighted about the NAV allocation issue. In my experience, this problem only comes when you buy mutual funds through third party apps. You do a payment to a third party app like groww, etc. and then they forward the payment to mutual fund houses which takes time and I don't know whether the delay is deliberate or not and this might miss the cut off time as the mutual fund houses consider the time when the payment is done to them and not to the third party apps. You will not face a problem if you directly purchase a mutual fund through the mutual fund house website and do the payment via netbanking or UPI and third party apps like CAMS, KFINKART, etc. can be used to track your portfolio.
This responsibility should be taken by third party apps that there should be no delay in payment. I don't think there is an issue with mutual fund house regarding this.
I hope this comment reaches you and can help other investors via your medium.
You are completely bang on.. third party apps take +1 day on their side to pass money to MF houses. I exp the same .
Sir uttarakhand ke district pithoragarh se hu.aaj mai stadium Mai Gaya tha.waha mai football dekh Raha tha.mai aapka video dekh Raha tha .waha ek aadmi aaya aur bola basant sirka video dekh rahe ho.mai kaha hai.mai vi dekha hu bola.sir aapka reach yaha Tak hai.thanx sir.
Hello bashant sir correct me if I'm wrong , RK damani sir is very renowned name in market for his trading style but if we observe his company has done a sales of 50,789 cr and made pure net profit of just 5% which is 2,536 cr should someone advices him to do FD of this money or invest in INDEX fund which can lead him to get more returns ???? 😂
Capital kitna lagaya hua business mai wo dekho, you will get you answer.
Sirji, how market size is defined. I mean which factors are being considered while deciding market size and who decide this.Look forward to your response.
Thanks
Sir are etf better options to invest in since mutal fund have had nav fraud error ? ETF are traded live so price is more difficult to manipulate? Your thoughts on this matter would be appreciated?
On 4th June nifty was down 6.5 at one point but nifty bees was only down 4 percent
@@aanshsinghania7780 Humm it could be tracking error but it still a better option than mutal funds imo.
In live market Nifty BEES ETF fell only 4% when the nifty had fallen by close to 7-8%.. you can checj in the chart for nifty bees and compare it wil Nifty 50 chart on 4th Jan. Nifty 50 ETF itna gira hi nahin
Sir, ab election khatam...World Cup start ho Gaya hai, what is your thought on USA and Pakistan match ??
Gang of vasepur ka gana background me chalna chahiye tha.."kah k lunga" America ne kuch Aisa hi kia hai😊
Hello Sir, how can we find the Company' s market share that has been oversize from its total market opportunities or not?
Also entry level pay band is reduced in PSU for engineers. Everywhere entry level salaries increases with time but in psu it is reduced. Please share your view on motherson samvardhan
Learnt from you in past,
Sir Bull run jab khtam hoke bear main jata hai tab first fall ke bad ek firse reverse ata, ye vahi reverse hai kya jo last 3 din main aaya?
Please take my question.
भाई अगर बेयर रन सुरु होगा तो लोअर हाई एंड लोवर लो बनेगा
Sir, please suggest whether one can add stocks especially IT sector LTIM and persistent system in particular because their earnings are currently low but interest rates are likely to be revised by fed in next two three months.
Guruji, जिस दिन FII की buying होती हे उस दिन DII की selling होती हे और जिस दिन FII ki selling उस दिन DII की Buying ऐसा क्यों?
Big players know well maximum everything= they have a software or or they feel the mkt extremely
Hello Basant Sir,
Can small case fund Managers like you launch their basket of stocks in ETF format?
This move will help investors to avoid LTCG and STCG taxes during rebalancing of stocks in the basket.
Sir
Valuation parameters ko kaise dekhna chahiye? PE, ROE, PB, PEG yeh sab kabhi kabhi completely alag sense batata hai. eg PEG
Dear Basantji.. I started investing with one mantra Bhav Bagwaan che.. which means value buying i think. never had such scientific gyan that u give. Very grateful to u..
Sirji, hame lagata hai ki NDA Government ban rahi hai aur 5 year achche se chalegi, kyonki modiji rajniti ke bade anubhavi hai aur riste banana aur nibhana janate hai. Bhrastachario ka thagbandhan ho halla Bhalerao hi jyada kare , Lakin lar tapakate hi rah jayega. Kuchh ministries Bhalerao hi sahayogio ko Dena pade leke modiji ki adhiktar policies vaise hi chalegi. Kuchh nhi policies bhi janata ke Bhalerao ke liye ayegi. Investors ke liye agli Diwali bahut achhi rahegi. Jisne abhi tak paisa nhi lagata hai ve bank me F.D. karate kisi global event ki hi rah dekh sakate hai.
Sirji, you said coalition government is unstable throughout then what will happen to stock mkt, do we exit our portfolio ?
Sir, Fedreel Bank long term ke liye Lena thik hoga?
Sirji Platform stocks jaise MCX mein kya karein???
Sir, just wanted to know wasn't there a short bear market during Russia vs Ukraine war? Or it was something else.
Why is the total Market cap of a set of companies in any sector bound by the TAM of the sector? If TAM is converted to total revenue, and if we are oK with Price to Sales of 5, shouldn't the total Market cap of a set of companies in a sector be 5 times TAM? What is the rationale for one times TAM?
Sir Trent crosses 5000
Company is entering intl mkts for opening Zudio stores.
Do you think this will explode the topline and profits and P/E is then reasonable.
Sir ji namaste ! Why is vedanta stock doing so well suddenly? How is it for longer term ?
Hi Basant, how to find the Market size of a sector??
Hi, I am a BM focus investor, please suggest we should hold the cash or deploy ...?
Hold cash Bhai if too much invest in arbitrage fund
Sir, jese exit poll ke baad market up hua maine put le liya. And I protected my portfolio during 4th Jun fall. Thanks to your knowledge I get from you..!
Hi Mr Basant. My question is regarding Bajaj finance considering listing BHFL in the next few days. How should we as shareholders look at this? Would love a deep dive into this. Cheers from Toronto!
Sir
BSE ka stocks NSE me jadha bhav milnase bech sakte hai kya ??
If.FII comes back for investing with money in current market will it create chaos in market like an artificial bull market.
Aayein
Sir in your book, in the chapter of PF construction you've written that in a PF of 3 stocks if a particular script's allocation rises to 46% by weight we should trim it back to 40%. Why is it so, sir? Shouldn't we keep the same bet on winners?
Hi Sir, learning alot from you. So, thank you alot.. I have a same question, that you touched today, from " The Thoughtful Investor".. My question is, How one can evaluate or judge the actual market size for the product...? I mean, should refer various analyst Estimates? or there is some other way too?
I have been to usa 3 times in a year and reality is india can be independent of us. And I don't think usd to inr will be affected that much
what is the importance of 'Ministry of Corporate Affairs' from share market perspective. please share your views. thanks and regards basant sir.
Sir 2 months back you had taken my question when HUL touched 52 week low, and you said HUL is not worth investing, today HUL has given a runup of 22% , your comments now
He will not not comment
I have seen many people of CZcams saying that after rate cut in few months recession ( for Short span ) will come and it's a history they claim. What's your final verdict on it.
Guruju Namaste - What happens to stock in long run if FII exits offloading 7% thru block deals. I am holding a stock (star health), -Strong Fundamentals.
The Thoughtful Investor -Pg 192 "Promotors selling share-" pls explain if it's the same scenario.
Hello sir
Thankyou for your guidance all uptill the elections..please keep guiding us in the future too..
Your current views on the hosiery sector. $$
NAMASKAR SIR
SIR TOTAL MARKET SIZE OF A SECTOR KAISE PATA KREIN?? KYA TOP FIVE STOCK OF THE SECTOR KA REVNUE DEKHNA KAAFI HEI
Thank you sir for your views.
On the 4th of June. Nifty was down by 7% but Nippon Nifty 50 ETF "NIFTYBEES" was only down 3.5%, the next day when the market was up then NIFTYBEES was only up half of that rate.
Yes, I faced same issue with bankbees and juniorbees
Big fan sir,
On tuesday you quoted that we may have entered a bear market, but as per the thoughtful investor, you have mentioned that a bearmarket is created on leveraged positions while the rates are low. Can you pls explain where I am getting it wrong?
Kch bhi
Guruji, Tesla pay package, approval is it good for shareholder in long term? Need your view/opinion.
Both episodes today had wonderful lessons on thinking in terms of CAGRs, market shenanigans and so much more... I will definitely re-watch them. Thank you for being a wonderful teacher!
Sirji, I am Mayank, I have been watching your videos since the day it's started.
As per your suggestion I didn't buy anything, I am sitting on cash what to do next any correction awaited?
Sir ky IPO k liye 5x funding milt h kya ?? If yes than suggest me which broker or banker i should go for ?
Sir ye black economy ke conversion ki wajhe se gdp grow ho raha he kaya
Governer wo baat last me kiya lekin pahele hint dia (exact word I do not remember) k Fed jab karenge tabhi ye log karenge rate cut
Hi Basant Sir. Kaise identify kare companies jo credit pe kahridti hai and cash mai bechti hai. Please apka analysis dijiye. Thanks!
Good evening Sir..
You are rocking.. Stock market ka aap ka prediction is superb..
Thanking you..
Rahul should keep shouting scam scam so that the next day market should perform like today....
wait for monday dear
RBI ne hadbadi main aake Jo statement diya wo rahul ko counter karne ke liye diya hai...
@@niteshpatil1399 exactly
Right 🤣🤣🤣🤣
Right 🤣🤣🤣🤣
Sir I think you are right ...ModiJi is used to "my way or highway" way of running things...it will be absolutely arduous for him to manage a coalition government..
Good Evening Sir. PSU stocks zero ho sakta hai kya?
Sir kindly advice
I want to switch my mutual funds ( approx 4 lakhs) to your smallcase. But confused which small case should I prefer for wealth creation.
Sir want to know about your experience how to keep a stock once it gets double and you feel like selling ki kahi profit na chale jaye Aur baad mae woh multibagger ban sakta hae toh please enlighten us about how to bring this conviction as you did in page industry and many other stocks 🙏🏻
Basant ji is it right way to see that PE of Nifty is 22 which touched 40 in last year, negligible return by nifty despite increased earning brought down the PE to 22 which is median PE. Considering banks and NBFC IT are making good profit the PE doesn’t look overvalued. Your views
Sir, whenever you explain something from your book it is very interesting and great learning thank you.
Sir, How would you created initial money to get into crores even from the single stocks as few stocks even would get tripple for me in last 2 years but have initial money is 50k so benfit nahi atta..so investment ke liye what would be base minimum crteria if you want to go in enteres benefit under CR. Or its a combination of trading + investing...or if you identify your gem you need to invest all the money in that single stock..
Sir kisi item ka ya sector ka market size kya hai? Kaise pata kare
Sir turnaround stock power mai hai aur agar power sector flavour mai nahi hai to bhi turnaround Mai Paisa banega kya
NSE and BSE. Which exchange is better to trade expense wise
Nse is more liquid
Sir
HAL is showing working capital days as 3 days as on 31st March 2024. How is this happening when other defence companies have approx 300 - 400 working capital days.
Pls comment
Regards
Thank you for your Analysis and balanced social teaching n engineering 👍 god bless you
Ramram sirji, ye Pnote kya hota hai aur iska hamare share bazar se kya rishta hai
सरजी.
आप को मैने “sometimes you speak like a worrier “ कहा था कभी.
आज आप का टोन एकदम सेनापती के जैसा लग रहा है.
और आप मेरे और कई अन्य लोगोंके निःसंशय सेनापती हो.
Sir. You keep fighting. We are with you.
Kishor Patel from Ahmedabad Sir ji kya Lic policy se 5 lakhs ki loan mil Rahi hai kya lekar market me daal dena chahiye please give sajetion saj
no
Sir, Ye retail niveshak kon hote ha ? Retail se HNI Kab ban sakte ha. Koi capital limitation hota ha ya time spent metter karata ha.
HNIs are classified into 3 categories based on their net worth.
They are:
-High net worth individuals: individuals with liquid assets of up to Rs 8 cr.
-Very high net worth individuals: liquid assets between Rs 8 cr to Rs 25 cr.
-Ultra high net worth individuals: liquid assets over Rs 25 cr.
Thank you.
Hi Sir, ordered your book today, eagerly waiting for it. I want to invest in your BM focus smallcase also, however the subscription cost is out of range for most retail investors.
hi BM sir i had lost 10% from top but regained every single penny and also used this upheaval to rebalance my portfolio, just because I was listening your advise. my only complain is you are not doing 2 min analysis on bluejet healthcare, is different v type o of company
Sir aapki sabhi Gossips & Suni-Sunai Baato ko hamesha bahut seriously leta hoo mein 😀
Sir, as a stock market expert you were able to accurately predict the election result. But how come with all their polotical expertise and resources at hand, the powers that be, were unable to forsee what was coming. This seems quite fishy. Please give your take on my argument.
sir dip pur buy ho jati hai toh kya kabhi bear market aye ga nahi kabhi ?
Sir,
Anup uttrakhand se hu
Nvidia, open AI and Microsoft pe Antitrust investigation hoga
Iska kya matalab hai aap bata saktey ho
Sir, If FED interest rate cut at that time india can't interest rate cut than foreign money came to india. It is possible...??
sir put jo buy kiya tha o kiya huya
Is twist in coalition govt directly proportional to twist in Share market?
Like kisi N bhaiya ne support return le liya toh market bhi waisa hi react krega?
There will be lot of volatility till government settles
Guruji..kya no of shareholders fpo se hi badta hai ya aur v tarika hai. Har quarter kaise no of shareholders badte jata hai !!
Sir can you please do 2 min. Analysis on my portfolio
1. Marico
2. Asian paints
3. M&M financial
4. HCL tech
5. Bajaj holdings
RBI Gov is saying "Elephant is walking slowly & we have to be very watchful"...Sir in your estimate how long it will continue walking slowly & how long RBI will remain watchful...and watching for what data?