What did I learn in last 3 days? | CA Rachana Ranade

"I always believed that uh uh you know if you are wanting to uh go for ETFs there could be a possibility on volatile days so now what I'm going to do is that uh on non volatile days now when things start to settle down okay uh when things start to settle down if uh if then also if I can see a big deviation between Nifty ATF and Nifty then it's going to be a big question mark ideally that should not happen that should not happen so that was one big learning for me that on volatile days ETF returns and Nifty returns could be different"

"it would be a little bit of wait and watch um I would want to see uh PM taking oath on I think earlier it was 8 and now it is 9th uh to see uh what key portfolios are given to whom uh and then it'll be a little bit more comfortable in investing in PSU stocks"

"I personally feel defense team as a theme should not get hampered a very small quantity negligible quantity but yes apart from Nifty be I did enter uh in the defense sector as well uh but not as much as Nifty B um I don't think the defense sector as a whole will be hurt is what my understanding is but again I would want to wait till 9th before I do any bigger investment in that sector"

"renewable energy is a theme of uh the government and they have kept targets for 2030 steep targets I must say that uh if you compare how much has been met out of the target there is still a way to go I must say that uh but if they are really able to go closer to that uh it'll be interesting to see how uh companies which are related to this sector uh know perform"

"exide Amar yes I mean that will be a logical extension of the"

"Amit the problem is that right now it's not pure Pure Stock Market thing right U it's more about politics and stock market so uh so difficult to know gauge about all these things that and again same thing right so many uh forwards that keep on hitting the mobile there are so many news which keep on floating that uh this minister is saying that I want this portfolio then only I'll support otherwise not this so I feel that again you know we we should just cut the noise stay invested and once there is Clarity then then take uh a good decision"

"I think jubilant got a very nice traction for a day or two that was mainly because of the consumption theme which was coming back into Focus... ultimately again I feel that was I mean jubilant yet to show real strength still waiting for that real strength we'll be happy to see that one day though it is still in my portfolio"

"Nifty has already closed above a level which was just before the exit pole results so uh if you remember on Friday that is before the exit uh poll results came up uh the market closed at 22,000 uh 530 this was before the exit polls right 22530 and today Market's closed at 22821 so we are almost back on track okay so chill but I feel it's no point talking about Nifty levels right now just wait and watch let's see how the 9th swearing in ceremony and allocation of portfolio takes place and then I think next Thursday live stream onwards it would make much more sense"

"22,900 is that so 22,800 that is a good support but again you know uh whatever is the support level it is right now more about politics rather than uh you know support level resistance level one one statement from a politician either this side or that side it can it can you know create an impact so let's let's stay a bit calm and then uh take the investing decisions in the coming few days is what I personally feel"