1:56 - its a good opportunity to lighten your position as market moved up 2:13 - the reason for market rally is the American market itself rallied up and removal of windfall tax. 2:47 - Interest rate in America will be increased. The question is whether that is 0.75% or 1%. 2:53 - Inflation went to all time High in England - 9.5%. There is a possibility that England will also increase the interest rate. So, capital will fly to many countries from India. So definitely pressure will be there. We already touched Rs.80/dollar. RBI keeps the depreciation under control by selling the dollars. 3:35 - Some may say Rupee is depreciating in lower rates comparing to other currencies. But there is a reason for that. Earlier we had 642 billion USDs which includes 600 as dollar bill and 42 billion which cant be sold. In that 600, by July 8th, 65 Billion USD were sold which was even before the rupee touches Rs.80/USD. So we defended this 80 mark by selling lot of USDs. Our estimation is around 70-75 Billion USD would have been sold by now. 4:14 - like this another 100 Billion USD would be sold in coming days - Business Standards 4:18 - What EU did for this situation? They are a combination of 7 to 8 countries. EU itself has reserves and individual states have reserves too which individually would around have 200 - 250 Billion USD. They did not sell anything unlike we do. They allowed their currency to depreciate. 4:50 - Anyway the Rupee is going to depreciate. Why are you selling Dollar is the question. Now the depreciation will happen at slower rate. Can you able to get the sold dollar back? 5:13 - Why we shouldn’t have sold the dollar?: As we know trade deficit is the diff the exports and the imports. People are expecting this trade deficit would be around 270 - 300 Billion USD. Last year it was around 120 Billion USD. Even after considering the software exports and the amount send by our people in countries like Gulf, we would still having a gap of 60 Billion USDs. So our estimation is that already we sold around 80B USD + this 60B USD = 140B USD would be gone. Budget is 100B usd. so the total dollar flight is expected to be around 240B USD. So, from 600B USD, we are going to left with 360B USD is the expectations 6:30 - thats why EU is not selling it. They can use the reserves if there is a big issue. They are only raising the interest rates. So why we are not increasing that much? 7:05 - Japan is also not selling the dollars even though he got 1 Trillion USDs which is greater than ours. Japan got the dollars mostly from exports. But we did it by getting loan in dollars, by using the companies shares. So ours is not through exports. Our import is always greater than exports. So, Japan itself is not selling. Why we should sell? 10:46 - shall we buy ITC at this price(302)? We should wait. 11:00 - Wipro’s Q1 profit is not good. Company dont have debt. It has lot of cash reserves. 52 low will be cut. But we can accumulate. 14:58 - We should not blindly follow celebrity investors. They might have many portfolios under their relatives, friends name 16:35 - In America they have 13F, which will show the people’s investments publicly. But that is also not trustworthy 17:35 - HDFC Life shares - we can accumulate when fall. It will fall. 20:04 - Solar Sector growth? - Growth will be good. But companies wont perform. Earlier when car got introduced, 400 companies were doing car manufacturing. But today in US, only 3 companies is in business. Same with India. So we cant say who will sustain in EV business in long run is a question.
ITC is a good buy even at this current price. Great fall is expected from Wipro according to it's failure to post good result. HDFC AMC poor results will bring down their associated companies and bank. Remove IT companies from your portfolio except L&T Info.
I am working in an famous oil PSU , during my Director retirement there was question & answer section on his last day. It is 4 years back , one of my friend asked a question to him Sir, what is the future oil companies, whether solar, EV will kill the oil industry He replied that " when he joined 40 years before in the organization, he asked the same question to his seniors" Oil will continue to dominate this world in Poly propylene, Ethylene Glycol , MS & other Petroleum products But problem is in India is we don't have many oil competitors firms to invest
I am a positional swing trader and I bought Nifty Fut @16062 and still holding and my trailing stoploss is @ 16467 exact. If Nifty moves above 16800 my trailing stoploss will also move higher than 16467. My advice is don't predict the market and ride the trend
Star health rakesh jhunjhunwala bought at 160₹/share .. Now its 670.. He has made a 4x profit.... Only problem is we investors cant make much profit right now...
TVS motor, Sundaram fasteners was around Rs 30-50 when I bought around 10 yrs,, later sold it around 250,, it never came back to that levels despite many ups and downs in the market,, timing the market based on global events will not work for quality stocks,,
ITC or any exporting companies stock prices will continue to increase as long as Rupee deppreciates so buying these companies stocks are worthwhile but not on sector wise but on individually managed companies Bajaj Auto gone up to Rs 4000+ level in two to three weeks time from Rs 3600 per share.likewise TATA owned Indian Hotels at 52 weeks high, Maruti Suzuki, L&T, L&T Info , Mind Tree, etc.
Now a days, you guys are talking too much politics in the name of "Money Pechu". Open a new channel for this politics stuff. I know Anand is not happy with BJP and he backs congress but I follow him for financial education and not for his politics. Economists talk about policies and not about personal MLA or MPs. Admins/Anand if you guys seeing this comment then pls take this as a constructive feedback.
Not hiking interest rates but just selling dollars wont help,, Japan is neither hiking interest rates, nor selling dollars,, currency depreciating 30% is not good especially for India as we import 80% oil and gold,, may be Anand not happy as IT stocks not going up with Re not depreciating much,, 😃 when FIIs cover their short positions, dollar will come to India, IT exports also will hedge Re depreciation,, India is one of the few growth markets for pension funds, FIIs,,they will come back
Perusu says market will go down because he wants a reason to blame History teacher in RBI and ammayar. But most of the time, he is wrong. The whole world is blaming Russia Ukraine war for high inflation but perusu is blaming BJP government for it
@அம்ட்ட உதவாநிதீ He is running this channel not for spreading financial literacy but with an hidden agenda of creating an anti-BJP mindset among Tamilians.
Sir Jai Hind Thank you for your kindly information. Please inform which brockrage app is good . Also intimate how much amount can invest in one brockrage
Sir - First of all, thanks for putting your time & effort for common people benefit and most importantly many thanks for sharing your knowledge & experience. Can you please help with this question, (valuation related question), When p/e is very high (> 20), but it is less than sector p/e, do we consider this as rightly valued? (not considering other parameters like DCF, P/B etc). Thanks advance. Nandri
Sir what would Sir Manmohan Singh would have done different as fin minister and Sir raguram rajan would have differently to handle such situations? Or avoid this landing into such situations?
1:56 - its a good opportunity to lighten your position as market moved up
2:13 - the reason for market rally is the American market itself rallied up and removal of windfall tax.
2:47 - Interest rate in America will be increased. The question is whether that is 0.75% or 1%.
2:53 - Inflation went to all time High in England - 9.5%. There is a possibility that England will also increase the interest rate. So, capital will fly to many countries from India. So definitely pressure will be there. We already touched Rs.80/dollar. RBI keeps the depreciation under control by selling the dollars.
3:35 - Some may say Rupee is depreciating in lower rates comparing to other currencies. But there is a reason for that. Earlier we had 642 billion USDs which includes 600 as dollar bill and 42 billion which cant be sold. In that 600, by July 8th, 65 Billion USD were sold which was even before the rupee touches Rs.80/USD. So we defended this 80 mark by selling lot of USDs. Our estimation is around 70-75 Billion USD would have been sold by now.
4:14 - like this another 100 Billion USD would be sold in coming days - Business Standards
4:18 - What EU did for this situation? They are a combination of 7 to 8 countries. EU itself has reserves and individual states have reserves too which individually would around have 200 - 250 Billion USD. They did not sell anything unlike we do. They allowed their currency to depreciate.
4:50 - Anyway the Rupee is going to depreciate. Why are you selling Dollar is the question. Now the depreciation will happen at slower rate. Can you able to get the sold dollar back?
5:13 - Why we shouldn’t have sold the dollar?: As we know trade deficit is the diff the exports and the imports. People are expecting this trade deficit would be around 270 - 300 Billion USD. Last year it was around 120 Billion USD. Even after considering the software exports and the amount send by our people in countries like Gulf, we would still having a gap of 60 Billion USDs.
So our estimation is that already we sold around 80B USD + this 60B USD = 140B USD would be gone. Budget is 100B usd. so the total dollar flight is expected to be around 240B USD. So, from 600B USD, we are going to left with 360B USD is the expectations
6:30 - thats why EU is not selling it. They can use the reserves if there is a big issue. They are only raising the interest rates. So why we are not increasing that much?
7:05 - Japan is also not selling the dollars even though he got 1 Trillion USDs which is greater than ours. Japan got the dollars mostly from exports. But we did it by getting loan in dollars, by using the companies shares. So ours is not through exports. Our import is always greater than exports. So, Japan itself is not selling. Why we should sell?
10:46 - shall we buy ITC at this price(302)? We should wait.
11:00 - Wipro’s Q1 profit is not good. Company dont have debt. It has lot of cash reserves. 52 low will be cut. But we can accumulate.
14:58 - We should not blindly follow celebrity investors. They might have many portfolios under their relatives, friends name
16:35 - In America they have 13F, which will show the people’s investments publicly. But that is also not trustworthy
17:35 - HDFC Life shares - we can accumulate when fall. It will fall.
20:04 - Solar Sector growth? - Growth will be good. But companies wont perform. Earlier when car got introduced, 400 companies were doing car manufacturing. But today in US, only 3 companies is in business. Same with India. So we cant say who will sustain in EV business in long run is a question.
Thanks bro
Great work
👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻
Wow bro thank you for the complete detail information
Extraction of Mr Anand Srinivasan's expression of this video.but we are looking for your personal opinion.
Summary:
1. Buy ITC when it falls.
2. Can continue accumulating Wipro. It is a good company
3. HDFC Life will fall. Can buy if and when it falls
sir ❤️
Thanks
ITC is a good buy even at this current price.
Great fall is expected from Wipro according to it's failure to post good result.
HDFC AMC poor results will bring down their associated companies and bank.
Remove IT companies from your portfolio except L&T Info.
I noticed about summary today. Thanks. MP team may respond to your request regarding IEX. I expected to cover this yesterday.
முதலாளி ஷேக்
அவர் வந்தாலே செம்மையாக கலாய்க்கிறீங்க சார்
பார்க்க மகிழ்ச்சியாக
இருக்கிறது வாழ்த்துக்கள்
Sheikh is boss to Anand.
If you need to get answer for topic (ITC), go to 10.30 seconds directly.
😂😂😂 Correct ah unga comment ah padikkum podhe antha time vanthuruchu
10:30
Tq very much Sir for Wipro explaination
Sir, 12:00 to 15:00 minutes repeat mode only for sirs thug sarcastic reviews love you lots sir
I bought apollo hospitals in 1983 for 188rs today it's hovering at 4100rs
I am working in an famous oil PSU , during my Director retirement there was question & answer section on his last day. It is 4 years back , one of my friend asked a question to him
Sir, what is the future oil companies, whether solar, EV will kill the oil industry
He replied that " when he joined 40 years before in the organization, he asked the same question to his seniors"
Oil will continue to dominate this world in Poly propylene, Ethylene Glycol , MS & other Petroleum products
But problem is in India is we don't have many oil competitors firms to invest
நன்றி சார்🙏
ஆனந்த் சார் நீங்க பேசாம
5 கிலோ தங்கத்தை எடுத்துட்டு அமேரிக்கா போயிருங்க!!
ஏன் இவ்வளவு கஷ்டப்பட்டுட்டு இங்கேயே இருக்கீங்க!!! 🤔🤔
I am a positional swing trader and I bought Nifty Fut @16062 and still holding and my trailing stoploss is @ 16467 exact. If Nifty moves above 16800 my trailing stoploss will also move higher than 16467. My advice is don't predict the market and ride the trend
Dear sir, I don't know about Economy but I like to see your program everyday.
தகவலுக்கு நன்றி சகோ!!!
💐💐 welcome to Trichy sir... eagerly waiting for the programme💐💐
Vanakkam🙏🙏🙏🙏
முதலில் தங்கள் தகவலுக்கு நன்றி 🙏 பிறகு அடிதூள் அரசின் வினாவிய விடைகள் 😅👌👏
Nice to hear Anand holding reliance since IPO time, 1977,, though ADAG group cos went bankrupt,, still huge wealth creation,,
நீங்கள் நிதி அமைச்சர் ஆனால் என்னவெல்லாம் மாற்றம் கொண்டு வருவீர்கள்?
👌
Super
Thank you 🙏👍
Mikka mahilichi 🙏🙏🙏🙏
Sakthee Sakthee Sakthee..Read it in Uthamaputhiran Emotional Ekambaram Vivek Sir's tone!
Thanking you sir
Side gap la Buffet thaatha kammi interest ku kadan vangnatha use panni oru company ah explain panrathulaam really very nuantic features ah anand srini
Hi sir listened to your video. Please do discuss about Balance sheet and also about IEX in your next video.
காங்கிரஸ் என்ற மூழ்கிக் கொண்டிருக்கும் கப்பலுக்கு எதுக்கு பெருசு
பெயிண்ட் அடிக்கிறீங்க 😂😁
1.Equity, 2. Index fund, 3. Future and option 4. Commodity 5. Stocks
This are gives profit or interest? Clear my doubt
Sir your always great
Star health rakesh jhunjhunwala bought at 160₹/share .. Now its 670.. He has made a 4x profit.... Only problem is we investors cant make much profit right now...
TVS motor, Sundaram fasteners was around Rs 30-50 when I bought around 10 yrs,, later sold it around 250,, it never came back to that levels despite many ups and downs in the market,, timing the market based on global events will not work for quality stocks,,
When PC becomes FM, rupee will be back to Rs.50. Till then.....
sir, neenga potruka Madhuri collered t shirt venum sir, custom logo.
Congress PECHU til 10:48 and money PECHU after that
முதலாளி 👍👍👍👍👍 சூப்பர் டீசர்ட்
Money Pechu channel peru maathi vetti pechu nu vainga apt aa irukkum
Anand sir... Sema speech... Super
NPS investemnt is usefull or not .....please upload one video with sir
ITC or any exporting companies stock prices will continue to increase as long as Rupee deppreciates so buying these companies stocks are worthwhile but not on sector wise but on individually managed companies
Bajaj Auto gone up to Rs 4000+ level in two to three weeks time from Rs 3600 per share.likewise TATA owned Indian Hotels at 52 weeks high, Maruti Suzuki, L&T, L&T Info , Mind Tree, etc.
From when ITC became expoeting company
Superb. 🤩🤩🤩...
Sheiku fan army
எல்லாத்துக்கும் காரணம் காங்கிரஸ் correptions தான்...
Any comments about suzlon stocks?
Buying share for next-generation is good idea sir.
Sheikh Muthalali Best counter attack today. 😀😀😀👍
Anandh sir " reliance nakkal "sheik ji samalification kindal super fun sir
Sheik anna - Hero mode 😎
நக்கல் யா உனக்கு....Anand sir --
சார் ஒரு டீ சர்ட் சார் கிடைக்குமா
This week's also missed IEX stock analysis Sheik sir.
அணில் 🐿️ அம்பானி போண்டி ஆனதுக்கு காரணமே டாலர்ல கடன் வாங்கினதால தானே 😀😀😀😂😂🤣
Now a days, you guys are talking too much politics in the name of "Money Pechu". Open a new channel for this politics stuff. I know Anand is not happy with BJP and he backs congress but I follow him for financial education and not for his politics. Economists talk about policies and not about personal MLA or MPs. Admins/Anand if you guys seeing this comment then pls take this as a constructive feedback.
Periya bjp bhaktargal ah irupinga pola 😂😂
Anand always talks politics only in the name of ec9nomic research
@@kalyanin9103 because of the poor, worst economic management by current ruling party...
Sir share warrant pathi oru video podunga
Europe life rompa pressure ra irukku
Ellathaiyum yethittu ippo Income tax yum yetha porangalam 🤣🤣🤣
மக்களுக்கு குறைக்கல கார்ப்பரேட் (wow wow) குறைச்சி இருக்காங்க
Sip athula invest pannala sir pls
Verygoodboy
Erode event erukka sir
Thala about company logo - podavenda use panatha swag!!!
Banking RBL ?
please tell about REC shares..Can i sell tata motors shares now?
Sir Enaku puriyala intha market price ku. Vithutu veliya vantharlama...maintain panlama
Sir, Tomorrow reliance buy pannalama?
Not hiking interest rates but just selling dollars wont help,, Japan is neither hiking interest rates, nor selling dollars,, currency depreciating 30% is not good especially for India as we import 80% oil and gold,, may be Anand not happy as IT stocks not going up with Re not depreciating much,, 😃 when FIIs cover their short positions, dollar will come to India, IT exports also will hedge Re depreciation,, India is one of the few growth markets for pension funds, FIIs,,they will come back
But you r very great sir
🙏💐
IRTC but yes are no msg
Now we buy ITC ?? For long term invest??
Any advice for suryodhay bank
Sir i purchased Infosys share at 1750rs. Whether can I hold
Sir, people speak bad about tata steel tell them why it is not bad to them.
Can you advise that LOW price shares below 50 rupees for long term investment like 3 to 5 years?
Perusu says market will go down because he wants a reason to blame History teacher in RBI and ammayar. But most of the time, he is wrong. The whole world is blaming Russia Ukraine war for high inflation but perusu is blaming BJP government for it
Dubbakur evan
@அம்ட்ட உதவாநிதீ He is running this channel not for spreading financial literacy but with an hidden agenda of creating an anti-BJP mindset among Tamilians.
Naienda vaal urekalim newrumo naire-
u r right. Anand is blabbering. Better not to listen to him but buy nifty ETF in SIP.
🙏🙏🙏
இனறைய அரசியல் இவ்வளவுதான்
Can I buy NMDC would be profitable for a longterm
Thailavare IEX pathi epo dan pesuvinga
Yes bank is started giving profits in the recent quarters. Is it good to buy ?
Can we buy electronic chip based stocks. Caz, it's the real competition and high demand in this time. Pls Suggest which company we can buy
Piramal enterprises and NOCIL stocks can we buy these stocks? Please let me know your recommendation
Canara Bank share யை 10 நாட்கள் விற்று விட்டு இன்று கவலைபடுகிறேன்
Epavum full stake ah Sell pannathinga bro.... கொஞ்சம் வச்சு irunga
Sir
Jai Hind
Thank you for your kindly information. Please inform which brockrage app is good . Also intimate how much amount can invest in one brockrage
Sir is that good to buy ONGC now sir?? Today the rate is 130 sir!
Sir Adani shares pathi pesunga, nerya thadava keten.. AWL, green and adani power
Namma nattala exports panni money yan samparikka mudiyala sir ??
SIR IEX PATHI SOLUNGA SIR PLEASE
வணக்கம் சார்
Please speak chemical stocks
South Indian Bank share pathi solouga sir
Sir
ITC share buy panalama
Cartrade pathi solunga sir
Indus Tower stock looks it's under intrinsic value. But, seems debt is high. Is it good to buy as like Tata Steel?
Sir -
First of all, thanks for putting your time & effort for common people benefit and most importantly many thanks for sharing your knowledge & experience.
Can you please help with this question, (valuation related question), When p/e is very high (> 20), but it is less than sector p/e, do we consider this as rightly valued? (not considering other parameters like DCF, P/B etc). Thanks advance.
Nandri
What is the reason behind support tirupur
Balmer lawrie Investments and Goodyear India shares right time to investment?
Sir one dowt Rbi yarku dollor ha sale pandranga sir
Sir what would Sir Manmohan Singh would have done different as fin minister and Sir raguram rajan would have differently to handle such situations? Or avoid this landing into such situations?
THEY WOULD HAVE DONE JACKSHITT
Bro please ask about best option for investing in IT index - ITBEES ETF or Sectoral mutual fund like Tata Digital Fund/ ICICI Technology Fund
If Anand sir is appointed as reserve Bank governor or as finance minister,. Can he brings rupee to 50 against 1 US $ ?
Sheik which broker are you
Bro discuss about iex share
Sir pvt Bank index vangalama