The stock market has been experiencing significant volatility, with both global and domestic markets showing sharp declines. Experts believe this may be the beginning of a deeper market disruption, particularly due to the ongoing trade war and tariff impositions. According to market analyst Direndra, the initial effects of the tariff war are being felt, but it's still hard to predict the long-term consequences. The uncertainty over market behavior, such as the impact on exports and company valuations, is making it challenging for investors to make decisions. N.C. Maheshwari, another expert, acknowledges the natural fear among small investors, given the sharp correction seen in the market over the past week. He advises against panic selling but suggests that investors should wait for the market to stabilize before making any new investments. Maheshwari believes that the market could see a slight recovery in the next few days, but it will take at least three to four months for a real rebound. He advises keeping an eye on the market and only investing a small portion of disposable funds for the time being. Overall, while the market is currently in a downtrend, experts agree that this may not last long, but it will require careful observation and patience.
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NewsTranscript
00:00Mr. Direndra, how do you see this fall in the market?
00:03There has been a massive upheaval in the city market.
00:06Yes, there has been an upheaval.
00:08And I think this is the beginning of an upheaval.
00:11The way the American market and the tariff war has started,
00:16I think this is the beginning of it.
00:19It is very difficult for people to see the impact of this.
00:23And as people understand how disruptive this can be,
00:29I think this is all just a guesswork.
00:32It is very difficult to say how the market will be disrupted,
00:40how the exports will be disrupted.
00:44But the Indian market has been mildly negative since Friday.
00:53And the way the market has been down since Friday,
01:00and the way it has been deepening,
01:03I think this is the beginning of it.
01:05It is very difficult to say how the market will be disrupted.
01:08Sir, in which sectors will there be a greater impact?
01:11What?
01:12In which sectors will there be a greater impact?
01:16All the sectors where we export in the American market.
01:20But there will be a lot of second and third level effects.
01:25Whatever we sell in America,
01:30those are substantial services.
01:33And the biggest thing that was not guessed,
01:40or there was no deep understanding,
01:43is that the American market and American businesses are completely shaken.
01:47They don't know what to do.
01:49They don't know where to get the services.
01:51They can't make long-term decisions.
01:54The uncertainty that has arisen in such a situation,
01:57I think it will have a much deeper impact in the business
02:03that no decision will be taken.
02:05Sir, it seems to me that the world has been pushed towards a dead end.
02:10Yes, it can go towards a dead end.
02:13If decisions are not taken in business,
02:15if there is no clarity in the outlook for people,
02:18there will be confusion about how the rules will keep changing.
02:22What will be the price of the goods that go to the consumer?
02:25So, it is a perfect recipe that people will not take such decisions
02:30and it can go towards a dead end.
02:32Sir, will this slowdown in the Indian economy also affect our GDP?
02:36And the risk of inflation in India?
02:40India will definitely be affected.
02:43Our market is also dependent on sports to a large extent.
02:48And it is also substantially dependent on imports.
02:52So, in such a situation, it will have less impact on us.
02:56But the world is connected in such a way
02:59that if there is a huge earthquake,
03:01it will be very difficult for us to escape it.
03:05Sir, what advice would you give to small investors at this time?
03:09Small investors who have drifted into the market by mistake
03:12because it was going on in the market for the last 3-4 years,
03:15whatever loss they have incurred,
03:17if they want money in 1-2 years, they should withdraw it.
03:21If you were investing your retirement money for 5-10 years,
03:24then don't withdraw your investment.
03:26In fact, keep your investment as an opportunity.
03:32So, how much time horizon do you want to live in the market?
03:41If you want to invest your money in the market for at least 5 years,
03:46if you have the ability to do so,
03:48if you can keep your money locked in the market,
03:50then invest in the market.
03:52This is an opportunity. Mr. Dhirendra?
03:54Yes, this is an opportunity.
03:56And whenever such opportunities arise,
03:59there is a lot of fear at that time,
04:01in fact, there is a lot of fear.
04:03And when the market will leave from here,
04:06the market will definitely leave from here and it will leave.
04:09And when it leaves, we will look back and see that
04:11yes, it was a very special opportunity.
04:13But when there is an opportunity, it is not seen.
04:15That's why my advice would be that
04:17if you have time, don't withdraw your money.
04:19In fact, if you have money,
04:21then gradually in 6 months or a year,
04:23you should also invest.
04:25Thank you very much, Mr. Dhirendra.
04:27Thank you very much, Mr. Dhirendra,
04:29for giving this information to the viewers on ABP News.
04:31Let's go straight ahead.
04:33Now we have another special guest with us,
04:35Mr. N.C. Maheshwari.
04:37He is an expert in the market and let's understand from him.
04:39Mr. Maheshwari, how are you analysing
04:41the kind of decline in the share market?
04:43Especially the small investor
04:45is very scared at the moment.
04:47What is the situation?
04:49Look, it is very natural for him to be scared and scared.
04:53Until now, it seemed in the market
04:55that the corrections of the last week
04:57that we were talking about the reciprocal tariff,
04:59you are seeing that it has been going on
05:01for the last week,
05:03but the market has absorbed it.
05:05People felt, investors also felt
05:07that somewhere or the other
05:09the better sense will prevail
05:11and sooner or later the market
05:13will stabilize itself.
05:15But the way the counter tariffs
05:17have been imposed against the reciprocal tariff,
05:19then people have a fear and agreement
05:21that will this third world war
05:23start with the tariffs?
05:25Will it be across the globe?
05:27And will it be limited to the stock market
05:29or will it be applicable
05:31to other asset class bullion
05:33and real estate as well?
05:35There is a lot of hope in the market
05:37that after the stock market
05:39the bullion and real estate
05:41will also slowly percolate down
05:43and it can spread to them.
05:45So that is why there is a lot of hope.
05:47But as Mr. Dhirendra said,
05:49there is an opportunity in every calamity
05:51and if you have a disposable fund.
05:53I would like to say two things on this.
05:55One is that the stock
05:57which is already invested
05:59and the market has taken so much correction,
06:01I don't think it needs to leave
06:03at least here.
06:05At least it should not make a new investment
06:07but there is no need to leave now.
06:09As we saw,
06:11we have started getting support
06:13from Rujan in the morning.
06:15And in the market,
06:17in 2-3-4 days,
06:19there will be a better sense.
06:21If there is a margin call today,
06:23then there may be a slight shock
06:25after 2 pm.
06:27After that, the market will absorb it.
06:29But is there any time to buy?
06:31I think we have to wait for 2-3 days.
06:33Whenever there is a pressure on the pendulum,
06:35it goes a little ahead of its target.
06:37We were assuming that the market
06:39would not go below Rs. 22,000.
06:41But today you saw
06:43that it went a lot below Rs. 22,000.
06:45But its pendulum,
06:47its fixed mean
06:49will be around Rs. 22,000.
06:51So sooner or later, it will stay at Rs. 22,000.
06:53No, no, sir, tell me this.
06:55Maheshwari sir,
06:57is this the beginning of a downturn
06:59in the share market?
07:01Will this downturn
07:03continue in the share market
07:05for a long time, Maheshwari ji?
07:07You are absolutely right.
07:09I think there are two things.
07:11One is how much the downturn
07:13will penetrate in the future.
07:15So, Jantak, I think
07:17after the downturn,
07:19there won't be another 3-4% downturn.
07:21Because as I told you,
07:23Rs. 22,000 is the mean.
07:25We saw Rs. 21,600 today.
07:27It went back to Rs. 22,000.
07:29So, I don't think today's low
07:31will break soon.
07:33But Jantak, it's a matter of speed.
07:35I don't think it will come
07:37faster than July-August.
07:39We will have to wait.
07:41In our monsoon or world,
07:43what will happen is
07:45the tempo of the market
07:47has been delayed for at least 6 months.
07:49So, the recovery
07:51that is going on,
07:53if it takes a 6-month horizon,
07:55then it can invest
07:5715% of its investable fund.
07:59But wait and watch.
08:01At this level,
08:03there is no need to short it
08:05or exit it.
08:07There is no point in panicking.
08:09But as you said,
08:11the market is in a good shape.
08:13It is in a good shape.
08:15So, there is no need
08:17to grab the falling knife.
08:19We don't have to
08:21average quickly.
08:23You will see in the future.
08:25Do you have any advice
08:27for the viewers?
08:29What are the best stocks
08:31to buy at this time?
08:33The stocks are very good.
08:35If we talk about the trend,
08:37it is 15% down.
08:39If we talk about the trend,
08:41it is 15% down.
08:43But the question is
08:45whether to buy today
08:47or after 2 days.
08:49Let the market stabilize.
08:51There will be opportunities.
08:53It is not necessary
08:55to buy for 2 days.
08:57Let it stabilize for 2 days.
08:59I don't think
09:01that today's lower
09:03needs to break again.
09:05Today's correction