Kya Sep 2024 Mei Hoa Rate Cut?
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- Опубліковано 1 сер 2024
- Kya Sep 2024 Mei Hoa Rate Cut?
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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
0:04 US CPI Number 0.1% kam kaise aaya?
1:53 Kya Powell ko pahle se pata tha?
3:14 Costco ne badhaya membership charges
4:28 Japanese Yen kyu dauda?
5:02 60 hazar crore nikaal laaye Nitish Babu
6:42 Kya Diversification mei ghata hota hai?
8:25 Robo Taxi kaha pehle launch hogi?
8:58 Brokerage call kitna sahi hota hai?
10:51 Flat bech kar 1 Crore invest karna hai
12:17 Rebalance mei naya stock upar kyu jata hai?
13:51 XIRR kitna hona chahiye?
15:07 Market Crash kab hoga?
16:08 100 SmallCap se 30% CAGR
17:52 IT, Media aur Banking sector lene ka sahi time
20:18 EPS aur PE ko kabhi nahi compare karte
21:43 I am very scared
23:29 Company aur Stock Price ka kya relation hai?
25:25 F&O mei Paisa gava kar daaku jaisa rehna pada
28:37 Tesla ka Stock spike ka reason kya hai?
29:23 Nansi Nani ko Biden pasand nahi
#ratecut #interestrates2024 #ratecutnews #inflation #federalreserve #usmarketnews #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
---
Good Morning Sir,
Please Two minutes analysis
PB Fintech
Why you want know
Please sir 2 minutes Analysis AMARA RAJA BATTERY 🔋
*From $17K to $145K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.*
I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading
....
some times last week i tried trading all alon but ended up loosing $3k
The first step in every successful investment is to establish your goals and risk tolerance, a task best undertaken with the assistance of financial advisor.
can anyone lead me on the process i'm willing to make consultations to improve my situation,
Judy Arianna. understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her signals are top notch
Sir , cut to nahi ho rha par cut jaroor rha hai ham logo ka😂😂
धन तभी टिकेगा जब मन टिकेगा
Risk nahi tow ishk nahi
Sir 8 august nahi hoga..delay ho gaya October..😮😮 kal Tesla ko 8% thok diay😢..270 se 241
How you have bought it from India plz tell
@@sunnysharma3538 indmoney
I sold it at 251 , will re enter at 200
@@rajasekharsomanchi662 how we can buy from India
@@rajasekharsomanchi662
You think you can time tesla?😂
You're a genius.
The news is not confirmed by Tesla. Could be a fake news
यहां धनिया 600 रु किलो और नींबू 500 रु किलो बिक रहा है, क्योंकि मंडियों में व्यापारी Supply को कंट्रोल कर के बैठ गए हे,
कभी टमाटर, कभी प्याज, कभी कुछ तो कभी कुछ, जैसे तैसे कर के हर बार रिटेलर के जेब से पैसे निकाले जा रहे है और किसीको कानो कान खबर नही
True Indian business class used cartel to manipulate prices.They buy at cheap price from farmer and store in their warehouses and create shortages in market and sold at very high price.Majority of public are loser whether it is stock or real life
Sir aap har sawal ka bahut hi shandar jawab dete hy
Bahut hi tarkpurna tarike se samjhate hy
Aapke pas har samasya ka bahut hi khubsurat jawab hy
Khaskar aapne jo aatmhatya karne valon ko samjaya hy aasha hy
Aapke samjhane bahut se logon ko jo nakamyab ho gaye hain unhe sochne ka mauka milega
Lekin sir jab Jeb me paise na ho na tab bahut aur bahut hi duniya virani lagti hy
Bahut hi accha samjhaya..teacher as market and PE no as student marks..thanks
Hi Sir. You have advised to buy when everyone is selling. Nike is world wide player. India will be major market for it. Is it worth entering at its 52 week low. Rate cut is coming soon.
Sir good morning. News on Tesla is Robot taxi prototype posted to Oct’24.
Sir i am from punjab.. Here its a rainy day.. Full on dark clouds... Pakode,. Coffee and your videos... Upar se yeh mausam.. Perfect bunch...
Kolkata mein bhi it's raining now. High five ✋
“Coffee with Basant” new show? 🙂
Same
Your insights are really good . Keep up good work.
Your vedio like oxygen for me 🙏🙏🙏
Sir this is my observation ki abb US ke Large caps or Indian Markets se money outflow hokar US ke Small Caps me pumped hoga Aisa mujhe lagta hai 🤔💭 Bcoz abb markets has nothing to much to rise further our markets has digested everything what it could (whether it's Election outcomes/ Rate cuts) jaisa COVID me ek month me crash hua saara equity oversold zones pe gya & then saal bhar lockdowns tha every business was affected but market was making continuous highs becoz market pump & dump karke chalta hai ie, moving from o/b zones to O/s zones
Nicely covered information🎉sir🎉thanks🌹🌹🌹🌹
इस उम्र में ये जोश.. सीखने वाली बात 🙏
SHAYAD I m not sure but
Some people have this view that rate cut will happen and Market will crash
because they believe that present economic conditions are bad .
Although rate cut will help the economy but after rate cut it does not affect the economy immediately it takes lot of months .
They believe fed cut the rate because recession was just around the corner and they knew it.
Rate cut is bad and higher for longer is even worse. But they time their selling with rate cut.
Basant sir,
Kya debt को equity में बदलना अच्छा है??जैसे Voda idea के case में lpl.clear.
Sanjeev Suri Noida
Sir
Good morning
Your book is excellent
You have mentioned higher market cap to sales for growth business but how it is useful in practical stock selection
Sir, jai Hind and namaste sada vatsale matrubhumi.
Amazing sir today conversation for bankruptcy,Help for some people
Sir I am a secular growth investor. Instead of having a concentrated portfolio of 4-5 stocks with 7-8 tail positions, isn't an equal weighted portfolio of 15 stocks with 6.5-7% allocation per stock better? Asking as a lot of times, then tail positions do well but due to their lower allocation, they don't move the portfolio significantly
Good morning sir, Yesterday tesla tanks 8% as they said robo taxi launch in October as per your prediction❤
Sir bear market me MF ka pesa safe rahega ?
Vo exist le lege bear market taki hamara pesa jyada wipe out na ho.
Good morning Sir, thanks for educating us. Robotaxi is postponed to October.
Today’s evening session was very interesting & useful. Kudos to you to keep the followers glued to your channel. Kya Jadu kiya!! Keep it up
Sir, banks see worst deposit crunch in 20 years, In FY2024 deposits grew @ 13.5 % while non food credit grew @20.2 % .At 80% the credit deposit ratio is highest since 2005, lots of investors are preferring mutual funds, stocks instead of Fd, Rds . If banks don't get enough money how will our economy grow ?
Gm Sir,
Your most popular video.
कैसे बने अमीर 😅
सबको जलदी अमीर होना है.
Basant Sir, Pranam - I am Yogish a big fan of your videos.
Govt of India has no option but to collect money & make NANI (Naidu & Nitish) happy. Farmers are exempt from tax and large part of AAM admi (common man) is already under distress. FM will target the sector which is considered creamy layer of society - STOCK MARKET. In the Budget if there is proposal for LTCG profit tax @ 20% STCG profit @ 25% and F&O profit @ 30% - how will the market react?
Msrket will become tain tain fiss...
-30 % DOWN
सर जी, शादी तो अंबानीजी के घर में है तो फिर आज IT सेक्टर की बारात कैसे निकल गई?😂🤔
How and from where(website/app) to know if the owner of the company has pledged his shares or not
Sir should we fear market cycles if we are investing the same amount monthly perpetually? If yes then what's the right action plan
Pls take up the question. Sir is it right time to invest in ETF's listed in BSE/NSE who invest in US and international stocks ex: MAFANG/ MAHKTEC? Especially MAFANF as it invets in TOP US STOCKS.
Sir, received your book in just 2 days (Pune)... Thank you! Sir ji 2 mins analysis on A K Spintex, tracking it from few weeks...
#2
Hallo sir,
Last week baba gave me 10 lakhs to buy a car, but right now i am not buying because it will be of no use right now as I am a first year medicine pgt in AIIMS new delhi.
So I’ve already planned to invest 8.5 lakhs in 5 companies.
Rest 1.5 lakhs i want to invest in FINANCE. I have 5 options and couldn’t decide.
1. Kotak 2. Icici 3. Nuvama 4. Anand Rathi 5. Chola
Can you help me to understand and decide which will be a good option for 5 years? Please ❤️
Sir namaskar 🙏
we had a BM Virtual meeting on 28 June. Nice meeting with you!We discussed a stock of demerger. After discussion I invested without seen fundamentals. Now I saw that stock is having negative ROE, EPS and the company is loss making. Please advice whether should keep on hold.
Thank you ❤
Sir, Bears are as important as bulls to support the trend in the market. Looks like someone is killing the bears.
Hi sir what are these major catalysts for market crash, explain with few past examples. can we predict by knowing the seriousness of info.
Greetings for the day....what happens to the stock when it raises fund via QIB?
sir Esa ku hian..??? jb hum kuch purcharse krte h to uspe gst dete hian,..or usko emi pe convert krte hian to us EMI pr bhi gst dete hain ..kya ye shai h ek product pe double gst ?? plzz take my question ..bocz everyone is facing this problem
Hi Sir
I am from Canada and Costco has increased the fees from CAD 60 to 65 and that is on an annual basis. This is a must to enter in to Costco. Also with this you can fill the petrol from their petrol pump which is cheaper by 10-12 cents compared to other players. So you will get lots of benefits from this CAD 65 membership fees
Namaste Sir 🙏
Please discuss about demand and near future of pvc pipe stocks used in property as building materials.
No stock recommendation, only pipe sector to be discussed.
Sir kal tesla ki news hai robo taxi ab October me ayegi….kal usi k baad dhadam hua stock
Sir, आपके fundamental analysis कोर्स का इंतजार कर रहा हु 🙏🏼
EPS is in Rupees; PE is a multiple of EPS (price of share / earning (in Rupees) per share).
Good morning, Guruji.
With due respect, I want to inform you that the incident involving Tesla, which you anticipated for August 8th in your earlier video, has been delayed by two months. Now, considering the earnings release date is on July 23rd, will the downward momentum continue until then?
Sir what impact will we se on pvt banks and NBFCs after interest rate cut in US. Will India also cut rates at the same time?
Sir Please can you share you views on Raymond demerger . Seems good value unlocking in the transaction . Current PE is 9 (Approx.) . Considering the valuation creating form said demerger what will be the best PE to be consider for different entities post demerger . I already added the same in my portfolio need advice from your side on valuation . Need to understand am i on right track in terms of analysis of the company . Any suggestion from your end on the said analysis ? Thanks you sir . God bless you .
What's your take on Raymond with the demerger..
Sir BEL ka 2 minute analysis please. Sitting on +6L profit. Thank you!
Sir, Good Morning
As you say-" Bada paisa concentration se Banta hai"
So can we buy 2-3 stocks from NBFC/ Consumer space which are still underperforming in Vision 2030 smallcase.
Sir please do answer, personally if not on public forum.
sir query
Leverage kitna lena chahiyeh.kya hum 2 time leverage le sakte he apni capital ka so that decent return with safety aa sake
thanks sir
I am Ankit Patel.
Love from Viramgam (Gujarat)
BM Sir, tax kese calculate hota hai company me...same peers me kisi company 0% pay karti hai (example- Tilaknagar industry) Koi company 26% pay karti hai(example- Radico Khaitan) Koi company 96% pay karti hai (Globus spirit).
Sir tax ki vajah se EPS mis lead hota hai aur PE bhi high and low raheta hai.
धन्यवाद, सर.
Sir plz make one video explaining option chain
GM Sir, need help in understanding "Kaynes Technology" seems ROE/ROC, growth is good however the PE is extremly high. Please help
Hello Sir, what is difference between core investment company and nbfc ?
Sir poland said be ready for war with russia. Aapka kya kehna hain iss global cue pe?
Sir Raymond me Demerger ke bad kya kare? Konsa business achha hai?
Hi sir, your view on Tesla fall yesterday?
Guru Ji Pranam,
SBI/Canara/BOB ROE 17-18 & ROA 1..means leverage 18 times!! But earlier you told PSU like SBI having max leverage of 6-7 times ..plz explain
Bank/NBFC ka leverage jyada karna good h ya bad!!
Sir have been asking since a month
pls share your insights on Cathie wood and her ark innovation etf. Given a hypothetical situation will you ever invest in her fund? I have invested 50L in her fund and my investment hypothesis are: small caps to large cap ratio is at all time lows(profits wise and share price wise)in the US and mean reversion is bound to happen from here, companies in her portfolio like Tesla,palantir,Roku,ui path are on the path of bringing truly disruptive innovation, interest rate cuts would enable funds to flow in US small caps and emerging markets so even if her philosophy would be wrong this will act as a tactical call.
Sir
What is your view on the brokerage industry?
I am checking motilal oswal, angel one and anand Rathi. Why Anand rathi PE is 70 but less than 20 for other two?
प्रणाम सर, Two Minut analysis of IRB INFRA
Hello Sir, I am Raj, from Assam. I want to know why EPS remains same or decreases even thought opm, pbt, net profit, all of these increases multiple times?
Sir Mere Portfolio me sab SmallCap shares hai ur sab ko 10 years k liye rakhna hai... Market jab girta hai to portfolio pura 20 % gir jata hai ur Recovery bhi turant hota hai isse kya Mera portfolio sahi hai.....??? 🙏🙏
sir small finance bank main aapka kiya view h ?
please ujjivan sfb and equitas sfb ka 2 min analysis kijiye
Sir, could you provide your opinion on this scenario: Should one pay tuition fees using an education loan and invest that amount in the market during their study period, then repay the loan after four years upon course completion? Alternatively, is it better to pay the tuition directly out of pocket?
Vipul sheth Ahmedabad.......2 mutual fund house ne psu fund and defence fund start NFO Kiya hai......itni high market me ....kya kahenge??? Question lijie pls
Basant Sir, as you mentioned many times that a company can't grow(Sales or EPS) @50% or 60% if it's ROE is 30%. Why & How?
Sir as the eco system of armament, weapons and other force multiplier platforms grows domestically, I don’t visualise defense stocks to underperform in future. As more & more foreign platforms come under import ban the domestic Cos will keep growing especially HAL, Mazdock, BEL etc irrespective of the government. The Pvt sector defence equipment manufacturer may also do well. The “ threat in being” from Pakistan & China will never cease & so the weapon systems will keep evolving and getting inducted into own armed forces as well as in neighbouring friendly nations. I am not invested in any defence or psu stock but am bullish at least on defence stocks
Sir budget is big event hai ?
I really love your tag line
Share sasta leni me hi Maa hai
Plz suggest what is best range to buy tesla in us stock
Sir, News hai ki Idea apne debt ko equity mai convert kr rahi hai. Kya aisa krna possible hai? and aisa krna company k liye positive hoga ya negative?
Sir, I have subscdibed for BM vision. small case 2030. Pls confirm whether I invest in lump sum or invest 50k on weekly basis as market is at highest level. Pls suggest.
Sir what’s your take on VFX stocks like PHANTOM VFX? Nowadays, most of the films are shot in studios to enhance them later on with VFX. It saves time, effort and gives more creative freedom. It’s the future.
Sir, companies me Director and independent directors ka kya kaam hota hai. Saara kaam to MD & CEO hi karte hai. Kindly reply sir, I have searched so many times on Google but not received the answer. Love you sir ❤
Good morning sir, I am regular viewer of your videos.
Sir, as Drone is a new technology, Is it good for long term, kindly share your view in this industry.
Thanks
Sir expensive sectors me invest krna chahiye ya nhi???
Namaste Sir- India’s bull-run 1/10stock in BSE500 sports P/E>100 Vs 27x @index. US’ bull-run driven by(limited) AI & TECH. India’s broad-based story & buying Dip has become it’s favourite game. Basis your exp. which is more sustainable? US or India?
Please explain in detail Bankruptcy
And everything about Bankruptcy
Please tell me the difference between operating leaverage and financial leaverage using Lucky Halwai
Please take my question
Tata motors kaa pe 10 show krta hai toh yeah undervalued yaa sasta hai kya sir ?
Thank You JSK❤
sir I am working in a PSU bank and using Infosys made software. pathetic software. No wonder they are not able to increase growth
Thank you Sir🙏
सर, मैं आपका बिग fan हूं, और रेगुलर व्यूअर हूं। Bull run में चली कई कंपनी bear market में जीरो हो जाती है। ऐसे में सब शेयर बेचके, निफ्टी next ५० etf, और निफ्टी मोमेंटम ३० etf में लगा सकते है? जिस से कोई फालतू कंपनी जो जीरो हो जय उससे बच सके? Please do take my question. I am 64 and retired.
Ravindra, Ahmedabad
Sir you are great 😊
Sir. Tesla has postponed robotaxi to October, I came to know from some App.
Sir yeh sab tv ke share mein kya jadu hai? 20000% return hai ek sal mein or sirf circuit up se.
Sir please explain CAGR and XIRR ratio using lakhi halwai 😊
Sirji Eicher motor & Tatamotors ka 2 minite analysis kijiye please
Basant ji namaskar 🙏🙏
Aap ki book The Thoughtful investor equity market ka granth hai . Salute to you sir.
Mera question hai :---
AAP ne ek baar video me bola tha ki Tata motors ab mehenga ho gaya hai but Tata motors ka PE to sirf 11 ka hai ROE bhi 35 se upar hai . Phir mehenga kaise hai .
Sirji lagata hai ham gulami ke dino se aaj tak Gori chamadi ke prabhav se mukt nhiho paye hai. Tesla aur uske cCEO se bhi bahut ummid lagakar baith hai, jabki pichale sal me usase kai guna jyada return hamare Defence,Railway etc shares de chuke hai. Bahutse retailers ne invest karake bahut kamaya bhi hai.
Good evening sir,
I am a regular viewer of your video. Please take a two minute analysis of Tide Water Oil Company.
Regards.
Sir mere gaav me 19 saal ke ek ek ladke ne papa ke bank account se homeloan leke F&O karke 17 lakh rupees gava diye...ab uski family ko 20 saal lagenge iss loan ko chukane me
Thank you Sir
Respected basant sir,aap aap ke funds mei time to time rebalancing karate hain,kabhi Aisa b hota hai k aap ne jis share ko to fund se nikala aur baad mei wohi share bahut zyada bad gaya?pl comment.
Sir what are your favorite themes for next decade in India ?
@bmequitydesk Sir mera ek PSU 600% up hai. Kya aiseme naagraj banke baithna sahi hoga ki Jo paisa aaya wo leke Nikal le? Stock ka Naam IREDA hai but aap Naam nahi bhi lenge to chalega.
What is off books AUM in case of a NBFC?.