India Attacks Pakistan: ऑपरेशन सिंदूर(Operation Sindoor) के तहत भारत ने पाकिस्तान और पाकिस्तान अधिकृत कश्मीर (PoK) में आतंकवादी ठिकानों पर सटीक हमले किए। इस हमले का असर भारतीय शेयर बाजार पर कितना पड़ेगा? किन स्टॉक्स पर रखें नजर? इन सभी सवालों के जवाब के लिए GoodReturns ने Motilal Oswal Financial Service की VP, Research Analyst Sneha Poddaar से खास बातचीत की.
#indianarmy #weapons #sofiyaqureshi #sophiyaqureshi #operationsindoor #indiastrikesback #pakistan #pahalgamattack #indianarmy #pok #loc #indianairforce #airstrike
#indianarmy #weapons #sofiyaqureshi #sophiyaqureshi #operationsindoor #indiastrikesback #pakistan #pahalgamattack #indianarmy #pok #loc #indianairforce #airstrike
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00:00So if we have this situation in this situation,
00:03as far as the war,
00:04we can't say that,
00:05and we can't say that,
00:07and we can't say that,
00:08we can't say that.
00:09If there is a reaction,
00:11and if there is a response,
00:12then we can't answer.
00:14So,
00:15defense of which is the sector,
00:17which is India versus Pakistan,
00:19this tense and tense,
00:21is our focus.
00:23Or we can't keep our focus.
00:27So, my suggestion is that the BFSI, especially the NBFC space, you can create a focus on there, because the RBI has started the rate cut cycle, so it has a direct beneficiary of the NBFCs, Q4's numbers were quite mixed, but it was known in the market, but if you listen to the management's comments,
00:52then everyone has pointed out that the credit cost is going to peak out, and eventually going ahead, the rate cut RBI will see the benefits.
01:04And the unsecured lending, where the asset quality deteriorated, will also peak out, and eventually one to quarters, the situation will be better.
01:18So, from a long-term perspective, it is a very good opportunity to take NBFC space, because the valuation is comfortable, and things will start improving here.
01:30Thank you very much.