Actual data shows 1. Increased loan from imf 2. Increased tax on public 3. Increased inflation rate 4. Decreasing GDP 5. Decreasing employment 6. Decreasing purchase power 7. Increasing trade deficit 8. Decreasing rupee value All data shows mismanagement of govt, soon we will hear in media 1. A small tax rebate 2. Religious tensions 3. Manipulated growth data 4. Regional tensions 5. India Pakistan/China
1. IMF & WB loans are a thing that never seems to be decreasing. Long term it's impacting but short term not so much. 2. Increased indirect taxes to be specific, but we are hearing tax reliefs on upcoming budget, so let's see but not hoping much from the govt. 3. It's not as much the inflation increasing but that the income isn't keeping up with it at all, plus the layoff waves don't help which makes us believe everything is getting pricier at a faster rate. 4. ✔️ 5. ✔️ 6, 7 & 8 are interlinked, and don't know what the government is smoking that they're in such denial and refusing to acknowledge it.
When interest rates peaks the economy slowdown and unlike US we cannot do rate cut immediately as it would have impacts. Chill raho agey dekho market daudega. Ye correction ana chaye as they are healthy for d markets. 😊
I don't think its going to recover anytime soon. The market is either going to fall more or move sideways for the next 3-6 months at least, specially with the FY ending. A good budget might push a positive sentiment, otherwise no chance in the short run. All of this had been waiting to happen for long time.
@@shijasponnani6778 There are plenty of freebee programmes in southern states like Karnataka and Tamilnadu. Please don't start with the situation in Kerala!!! Invest whilst the market is down and try to ignore opportunist random people on RUclips!!!!
I don't get why supreme court doesn't interfere in these things. If houses of gangsters are vanadlised they have issues but economy is slowing down due to freebies, they don't utter single word.
@@shijasponnani6778 That's not true.... Any state that has fierce political competitors have seen freebie been given to woo voters and that includes Karnataka as well. This needs to stop pan India
Cnbc hosts when state we don't need FII's our DII's & Retail investors are very strong is when one should know our media is also one major reason for such huge falls along with the false govt policies.
Only one reason is govt policies and due to that slowdown of growth happened.also no foreign investment to start a new company or invest in existing companies. Change should make while you vote
I feel - if GOVT reduce the petroleum price/tax will help Indian's to save more and spend more. More or less 90% of inflation rate depends on petroleum.
Recently joined your channel and membership. You have a really good sense of putting things into picture in simplest way possible. Keep up the good work! Looking forward to learning a lot from you!
Govt want more bank investments than stock investments now. Making things scary now for retailers and panic sellers. More stocks selling more tax (Short term capital tax & stt many more). We are nearning to financial year ending. Retailers are selling now.
Valuation are still crazy Private consumption need to pickup as it drive 60% of the economy, the macro should support whatever thesis you are building for investors. The problem is how the private consumption will pick if the saving of the people are 50 year low. Lowest saving ever
@@OptimusPrime-qe3rq Tell us how you are so enlightened to tell someone that? If you were so good with stock market you won't be commenting here. Govt policies do affect stock market that's a truth and the basic so you don't know actually how things work and how stock market is a reflection of policies
@@OptimusPrime-qe3rqhe is right. You can increase which will affect huge number of foreign investors with thousand crores of money if they feel taxes are huge they simply exit!!! Just wait and watch this feb.
Kuch nomuno ko finance ministry me betha dia hai jiski kam seif tax collect karke govt ko dena hai economy consumer GDP in sab se koi lena dena nhi. Ab aise log system sala rahe hai to accident hoga he. kuch nhi policy nikal dete hai consequences ko dekhe bina
hey shashank, can we get some indepth macro commentry maybe from you or your team. Rupee at ATL, slow real gdp growth, sticky US inflation + trumpnomics incoming, US markets are also overheated etc etc. What can we expect in the coming year, and also I want to understand as to why you didn’t try to time the market(for my own comprehension).
Affiliate marketing for fitness equipment brought me 20k monthly by collaborating with influencers and fitness communities. Building trust was essential. This video is highly valuable; thank you for your insights!
Shashank that was an amazing commentary on the current market conditions and what needs to be done in the upcoming budget to revive the economy, let's hope for the best!🤞🏻
Unfortunately Govt. only thinks about themselves and not us because of which the GDP will also going to bleed more in the future as folks will spend less due to the rise of Direct tax and GST on every essential goods including energies either it's Solid,Liquid or Gas😅
I can't attend your stock market masterclass on Sunday because at this time I will be in work. So can I see it later on Sunday night in recorded video mode please inform me
Although I am not a big fan of taxes being pumped up on STCG and LTCG, There is a valid argument that the Government has on it. FIIs purposefully trigger volatility with high volumes, this is done to cover short positions and sometimes to destabilize the markets. Same as there are weak hands in retail, there are weak hands of FIIs leaving. This is a pain we all have to bear, to create a more stable market, that does not get affected by global cues and Information warfare.
Market would go up eventually you're right, but that does not guaranty individual stocks picked will also go up. Nifty keeps making adjustments to ensure market is going upwards!
Once a great business man says : India is not demand oriented country, India is supply oriented market. More supply will automatically create more demand.
Motilal owal and nuvama have connections with parekh through third agent from Singapore Rohit /Rahul confuse in which parekh has been banned again from sebi..while nuvama and motilal used to give percentage commision for bringing big clients through its mutual funds
I understand increase in STT can have an impact on FIIs but how does increase in LTCG or STCG impact them since they don't pay tax on trading in India?
I guess foreigners don't pay any Ltcg or stcg nor are they worried about lot size or value ....the reason of fall is quite simple valuation was on a higher and there is always a correction after a good uptrend which was due
Fact is Inflation growing, taxes increasing, but earning/salaries of middle class people are not increasing at the same rate, how the consumption goes up.....?
Wats waree renewables outlook? Company is under the umbrella of big player…. Is it just its pe was cooling off? Or anything else? Coz fundamentals looking good with decent roe. Any thoughts Shashank?
Sebi should check these kind of fall in stocks. Yesterday market fallen 400 points portfolio fallen 25000. Another day market raised 400 points portfolio rised 2000 rupees only. Is it a fair. One thing is clear shorting is heavily happening in weak stocks. Yesterday tcs was up all other stocks were red. No logoc. Just looting the investors
A big fan. Really good content from you all the time. Last time I asked about diversification into US market. Your answer was that you are not looking into other markets as India is doing great. Is it still your answer? While you have given great recommendations and insights into valuable stocks, I would still expect good moves during bad market conditions.FD doesn’t beat inflation that is a way to withdraw from active wealth creation. Looking forward to your more positive recommendations rather than what govt should do( don’t trust it )
Yes sir, infact right now is the best time to invest in the Indian market mainly due to the risk reward its giving now. I have started buying a company constantly. small amounts but started. Right now companies in US mainl the magnificent 7 are too overvalued and waiting to Pop. I prefer companies here in India and now some opportunity to buy
@@ShashankUdupa1Thanks for the response. I work in one of the mag 7 and hold a decent chunk of it in my portfolio. There can definitely be 10-15% correction like in any market but long term (next 5-10 years)i believe AI and robotics are gona be crucial (which I don’t see many companies embracing in the Indian market). Mag 7 are gona also get a huge bump hopefully .
Hi Shashank this is first time Inwatched your video and really liked how you convey your thoughts and the knowledge you have. You have talked about nifty. I wanted to know your points on midcap also as i see it has been grown a lot in last one year. And i was doing some research on midcap mf and one very famous one have pe ratio of around 65 as it has been focused on only 26-27 companies. While other mf have pe ratio of around 40 only with higher diversification. So should we consider these midcap mf right now as i am hopeful large cap companies will still be more consistent and will not fall that muc But what we can say about midcap. Is high pe ratio of these companies are worth it ?
I guess as a long term investor we don't need to worry as this is the bearish phase the market is in but it will surely bounce back with time so if you have quality stocks you are in safe zone.
To Join the Community for Market Updates Click here - ruclips.net/channel/UCdUEJABvX8XKu3HyDSczqhAjoin
please share this excel if possible
Actual data shows
1. Increased loan from imf
2. Increased tax on public
3. Increased inflation rate
4. Decreasing GDP
5. Decreasing employment
6. Decreasing purchase power
7. Increasing trade deficit
8. Decreasing rupee value
All data shows mismanagement of govt, soon we will hear in media
1. A small tax rebate
2. Religious tensions
3. Manipulated growth data
4. Regional tensions
5. India Pakistan/China
100% agreed
1. IMF & WB loans are a thing that never seems to be decreasing. Long term it's impacting but short term not so much.
2. Increased indirect taxes to be specific, but we are hearing tax reliefs on upcoming budget, so let's see but not hoping much from the govt.
3. It's not as much the inflation increasing but that the income isn't keeping up with it at all, plus the layoff waves don't help which makes us believe everything is getting pricier at a faster rate.
4. ✔️
5. ✔️
6, 7 & 8 are interlinked, and don't know what the government is smoking that they're in such denial and refusing to acknowledge it.
U r true brother
only if i can get this comment to every frontpage of every newspaper.
When interest rates peaks the economy slowdown and unlike US we cannot do rate cut immediately as it would have impacts. Chill raho agey dekho market daudega. Ye correction ana chaye as they are healthy for d markets. 😊
Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful.”
Don't follow Warren buffet too much. Idiot.
I don't think its going to recover anytime soon. The market is either going to fall more or move sideways for the next 3-6 months at least, specially with the FY ending. A good budget might push a positive sentiment, otherwise no chance in the short run. All of this had been waiting to happen for long time.
I have the same feeling, atleast 3 months to recover this
I seen so many budget if we expected from budget we are fools. If they don't take any name than it is positive my view 😂
@@ShashankUdupa1 should we buy more in India, I have an option to buy capital gains tax free in US as well.
My current profile ratio is 7:1 (US:INDIA)
Govt should stop Freebies politics🤬
Freebies are only to north(not for south)..unfortunately the whole country is suffering
Yes karnataka is in North right? @@shijasponnani6778
@@shijasponnani6778 There are plenty of freebee programmes in southern states like Karnataka and Tamilnadu. Please don't start with the situation in Kerala!!! Invest whilst the market is down and try to ignore opportunist random people on RUclips!!!!
I don't get why supreme court doesn't interfere in these things.
If houses of gangsters are vanadlised they have issues but economy is slowing down due to freebies, they don't utter single word.
@@shijasponnani6778 That's not true.... Any state that has fierce political competitors have seen freebie been given to woo voters and that includes Karnataka as well. This needs to stop pan India
Cnbc hosts when state we don't need FII's our DII's & Retail investors are very strong is when one should know our media is also one major reason for such huge falls along with the false govt policies.
They are the biggest!
Only one reason is govt policies and due to that slowdown of growth happened.also no foreign investment to start a new company or invest in existing companies. Change should make while you vote
😂 then why was it going up till now??😂😂😂😂😂
Crude oil price in increasing
I feel - if GOVT reduce the petroleum price/tax will help Indian's to save more and spend more. More or less 90% of inflation rate depends on petroleum.
true
Good luck. Crude prices are on the rise now.
Correct
I am happy to see markets down
Bhai is the next Jhunjhunwala
No just an ordinary small investor
Why are you happy about it? Genuine question. Willing to learn
@@pratikchakraborty6354 service period issues solve hona ka badh achee bhagegi.....!!
So thar we can buy more at a lower price..@@pratikchakraborty6354
I just invested a small amout in my MF Portfolio did Lumpsump addition. And also bought some equity in my Portfolio. And Added Zaggle.
I invested last week with fear of missing out with good amount and all of them are down by 10%
Same happened with me
u r not alone
Hmm.. thanks for your response guys
Recently joined your channel and membership. You have a really good sense of putting things into picture in simplest way possible. Keep up the good work! Looking forward to learning a lot from you!
Govt want more bank investments than stock investments now. Making things scary now for retailers and panic sellers. More stocks selling more tax (Short term capital tax & stt many more). We are nearning to financial year ending. Retailers are selling now.
Their data of STT collection is down 43%. They are losing too
This budget would be probably the most important one in last 10 years...this may be Manmohan Singh moment for Nirmala but chances are 0.5 in 100
Nirmanmohan Sithanghraman
Valuation are still crazy
Private consumption need to pickup as it drive 60% of the economy, the macro should support whatever thesis you are building for investors.
The problem is how the private consumption will pick if the saving of the people are 50 year low.
Lowest saving ever
What crazy. Some nifty 50 trading at 5 year low
@Vibin27 go and pour your money, Good luck
@@Vibin27 go and pour your money, Good luck
I am really support bjp but very disappointed with their financial decisions and actions . Huge tax results in exit of investors
You don't even know how the market works
@@OptimusPrime-qe3rq Tell us how you are so enlightened to tell someone that? If you were so good with stock market you won't be commenting here. Govt policies do affect stock market that's a truth and the basic so you don't know actually how things work and how stock market is a reflection of policies
😂
@@OptimusPrime-qe3rqhe is right. You can increase which will affect huge number of foreign investors with thousand crores of money if they feel taxes are huge they simply exit!!! Just wait and watch this feb.
Bjp ruined our country..
The chances of the rate cut is zero but chances of govt reduction on taxes...is highly possible...
Government is not going to reduce the taxes.
Tax, Tax and Tax
Hope they change this arrogant Finance Minister
Kuch nomuno ko finance ministry me betha dia hai jiski kam seif tax collect karke govt ko dena hai economy consumer GDP in sab se koi lena dena nhi. Ab aise log system sala rahe hai to accident hoga he. kuch nhi policy nikal dete hai consequences ko dekhe bina
Namuna tu h last 5 years me stock market was rocket ab correction aana h
Kevel politics me ghuse rhoge to Paisa kha se kmaoge market m
Basically hamari gov ko bss jumla atta hai.
Why??
@@jayakishore565 bcoz they can increase taxes by 25% and 200% just to get more money without thinking consequences
@@rajanlagah4529 plz give examples ??
Can you please share the sheet or atleast a template because I want to trac my portfolio in the same way.
Its in the community sir
@@ShashankUdupa1 He's asking for the template, basicaly he wants to make an auto updating excel sheet
@@deepankarpant4048yep exactly. I already have a excel sheet which I update on weekly basis but everything is manual.
Plz share it with us bro @@ShashankUdupa1
More than the market now im concerned about our currency weakning
This govt is inefficient in every way possible.
hey shashank, can we get some indepth macro commentry maybe from you or your team. Rupee at ATL, slow real gdp growth, sticky US inflation + trumpnomics incoming, US markets are also overheated etc etc. What can we expect in the coming year, and also I want to understand as to why you didn’t try to time the market(for my own comprehension).
also, any opinion on the defense sector as a whole ? apologies for a sector specific question
Affiliate marketing for fitness equipment brought me 20k monthly by collaborating with influencers and fitness communities. Building trust was essential. This video is highly valuable; thank you for your insights!
Although 50L is not as big of a deal for you when compared yo us,
Seeing 5L in red in your smallcase reduce my anxiety.
FIIs do NOT pay capital gains tax in India. Changing Indian income tax rules does not affect them.
Shashank that was an amazing commentary on the current market conditions and what needs to be done in the upcoming budget to revive the economy, let's hope for the best!🤞🏻
In oct, I went 80% cash. My portfolio has fallen just 1% from all time high. Basically I am still sitting at all time high.
Chad 🫡
Amongest the best analysis i heard for the crash
Indian Ltcg and stcg will not be applicable for FIIs
www.business-standard.com/markets/news/fiis-cash-out-from-equities-post-budget-2024-on-capital-gains-tax-tweaks-124072600389_1.html
Read paragraph 2
How can FIIs get differential treatment? After all they will be taking the money that is the profits out of our country.
Sir
Should I wait for the budget to come or I should invest little bit before that also?
Unfortunately Govt. only thinks about themselves and not us because of which the GDP will also going to bleed more in the future as folks will spend less due to the rise of Direct tax and GST on every essential goods including energies either it's Solid,Liquid or Gas😅
Hi Shashank... What are the good stocks to add up in our portfolio right now ?
Which stock are you taking entry into
I can't attend your stock market masterclass on Sunday because at this time I will be in work. So can I see it later on Sunday night in recorded video mode please inform me
Although I am not a big fan of taxes being pumped up on STCG and LTCG, There is a valid argument that the Government has on it.
FIIs purposefully trigger volatility with high volumes, this is done to cover short positions and sometimes to destabilize the markets. Same as there are weak hands in retail, there are weak hands of FIIs leaving. This is a pain we all have to bear, to create a more stable market, that does not get affected by global cues and Information warfare.
Market would go up eventually you're right, but that does not guaranty individual stocks picked will also go up. Nifty keeps making adjustments to ensure market is going upwards!
Great work 👍
The way you are explaining really good and simplest also.
Thanks
Thanks for the updates bro🙏
Once a great business man says : India is not demand oriented country, India is supply oriented market. More supply will automatically create more demand.
First time I've heard this. Very interesting
Did you see the latest direct tax collection data ? STT Down 43% .. hope both the ladies leading SEBI and Fin Min wake up and smell coffee
Ya because its so expensive that people have gone Passive
Motilal owal and nuvama have connections with parekh through third agent from Singapore Rohit /Rahul confuse in which parekh has been banned again from sebi..while nuvama and motilal used to give percentage commision for bringing big clients through its mutual funds
Bro where did you get this info?
@ray-lw7bf through youtube..
Its out there pareskh scam 2.0 something.
But there will no effect on nuvama or motilal just a short effect
Chennagi helidri brother.
Hi.. my overall portfolio is up by 22%... thank a lot ❤❤❤
Up or down
@satvikrajdadisetti2993 ofcourse up
Is it good to invest irfc
?
Good things shared 😊
Can you please make video on good correction stocks to buy now?
If nifty breaks 23k it will touch 21700 to 21414 if it breaks 21414 then next stop 20745 and 20 287
Tomorrow it will be up
And if it breaks 20287 i think it will take support at 13118 or 8950
@@vinodsaundatte4665 I think so you don’t have idea about market .
@@vinodsaundatte4665 tomorrow easily nifty will up by 0.50 to 0.75 percentage for sure
Correct 8950 breaks 6700.if it breaks 1500 and finally 0. Saale
Hi! Pls advise on quant small cap, quant large and mid cap. It’s for 3 years
small cap givess you more return
Hi bro,
The idea of live streaming the budget with live commentary seems like a very good idea. Pls do consider doing that.
Also nice haircut bro xD
Great video, thanks for coming out and acknowledging downfall, not easy
Give us tips on good stocks long term compounders!!
I understand increase in STT can have an impact on FIIs but how does increase in LTCG or STCG impact them since they don't pay tax on trading in India?
www.business-standard.com/markets/news/fiis-cash-out-from-equities-post-budget-2024-on-capital-gains-tax-tweaks-124072600389_1.html
They do
I have learnt a lot of things from you. Please make a video on WAAREE RENEWABLE STOCK analysis bro.
can you make a video after budget
Resting hopes on Nirmala is like Walking on edge of a cliff
No it's like jumping off the cliff and hoping you have a safe landing
@@morphine231 🤣🤣🤣
That’s why even her husband is criticizing the modi govt policies as an economist
isnt it a safe option to buy the nifty itself as it falls. ? How bad an idea is it?
It is a safe and wondeful idea
Don’t go for future and options , you can go nifty index funds
It always safe to DCA into the Nifty 50 index. Do NOT DCA into individual falling stocks. Even bluechips can take years to recover
Are you not hedging your portfolio? If yes, pl guide on the process of hedging long term portfolio to get some relief on such corrections?
Not hedging with options. I've hedged mainly with diff sectors
Hey Shashank do you think jsw energy might be a good choice in this dip ?
Not bad
Please do fundamentals about Asian paint and tata motors
I guess foreigners don't pay any Ltcg or stcg nor are they worried about lot size or value ....the reason of fall is quite simple valuation was on a higher and there is always a correction after a good uptrend which was due
Great session
Thank you sir for amazing explanation 👏
Fact is Inflation growing, taxes increasing, but earning/salaries of middle class people are not increasing at the same rate, how the consumption goes up.....?
27% down..... Still may fall another 10% .... Till Lost 5.2 lakhs ... And nothing to fear... I gonna hold long term for 3 years
Wats waree renewables outlook? Company is under the umbrella of big player…. Is it just its pe was cooling off? Or anything else? Coz fundamentals looking good with decent roe. Any thoughts Shashank?
My pnl - Last year April to oct make 40% return and nov to this jan loss 6% .. i think i am right path 👍
In no way -- tai will reduce the stcg . She might increase from 20 percent to 25 percent
Can we have session today
Shashank don’t you think the fii leaving india now is also due to the US bond going up….
You are absolutely right Sashank
Please do advice some good stock to invest now
India will be next japan, China market for next 10-15 years.
Side way for long period of time
Noob india will perform great in next 30-40 years
@jailreddy420 of course in 30-40 years but first there will be consolidation of minimum 10 years from now.
Check china hangseng index once
Really sometimes same feeling several times 😢😢
What is happening with kalyan jewellers going do and down
Exactly..
Don't know what's wrong..!!
i just joined your masterclass with 19th Jan's Onepercent club
Sebi should check these kind of fall in stocks. Yesterday market fallen 400 points portfolio fallen 25000.
Another day market raised 400 points portfolio rised 2000 rupees only. Is it a fair.
One thing is clear shorting is heavily happening in weak stocks. Yesterday tcs was up all other stocks were red. No logoc. Just looting the investors
Good analysis bro
Freebies is also reason for high taxes and eventully this fall.
The smday when you feel the good zone to buy, market goes still low 😅
why is bse positive today?
Can you share this excel
Super bro.. nice words in burning market.. exactly whet indian govt has to do.. wait and watch...
Can you please share your view on PVRINOX and BOI
A big fan. Really good content from you all the time. Last time I asked about diversification into US market. Your answer was that you are not looking into other markets as India is doing great. Is it still your answer? While you have given great recommendations and insights into valuable stocks, I would still expect good moves during bad market conditions.FD doesn’t beat inflation that is a way to withdraw from active wealth creation. Looking forward to your more positive recommendations rather than what govt should do( don’t trust it )
Yes sir, infact right now is the best time to invest in the Indian market mainly due to the risk reward its giving now. I have started buying a company constantly. small amounts but started. Right now companies in US mainl the magnificent 7 are too overvalued and waiting to Pop. I prefer companies here in India and now some opportunity to buy
@@ShashankUdupa1Thanks for the response. I work in one of the mag 7 and hold a decent chunk of it in my portfolio. There can definitely be 10-15% correction like in any market but long term (next 5-10 years)i believe AI and robotics are gona be crucial (which I don’t see many companies embracing in the Indian market). Mag 7 are gona also get a huge bump hopefully .
When will market grow up again?
Actuall I look at this as an opportunity
Shashank is like Roaring Kitty from dumb money movie❤
This was more like a rant, than a coherent analysis.
Nirmala ajji give some bad news let this shit crash to 18k , which is it's right value
Feb 1st is saturday, so you can do i think
Is KPI GREEN ENERGY will rise? Almost 50% down from all time high
Hi Shashank this is first time Inwatched your video and really liked how you convey your thoughts and the knowledge you have.
You have talked about nifty. I wanted to know your points on midcap also as i see it has been grown a lot in last one year. And i was doing some research on midcap mf and one very famous one have pe ratio of around 65 as it has been focused on only 26-27 companies. While other mf have pe ratio of around 40 only with higher diversification. So should we consider these midcap mf right now as i am hopeful large cap companies will still be more consistent and will not fall that muc But what we can say about midcap. Is high pe ratio of these companies are worth it ?
I guess as a long term investor we don't need to worry as this is the bearish phase the market is in but it will surely bounce back with time so if you have quality stocks you are in safe zone.
my portfolio down by 35%😢
Damn. Nifty next 50, micro cap guy?
Tax was not used well? What non-sense. Reducing fiscal deficit right now is absolutely the right thing to do.
Don't think Govt will reduce taxes, they may do a bit