Why did markets fall today? | CA Rachana Ranade

"If 25700 is broken, I think we can I mean it's it it'll be bad. I mean this will be the immediate next one which will be at 25300."

"25700 is extremely important that we have to check out."

"Supreme Court decision on Trump tariffs tomorrow."

"if the court order goes against Trump and if it is said that you can't charge such tariffs then on paper ideally Trump will have to I mean US will have to refund that tariff amount collected to all those countries."

"gold again whenever geopolitical tensions rise uh gold ideally should should give you better returns so just in case if gold does not form you can also consider silver I take that gold silver if they don't form 10% of your portfolio ensure that you are having that exposure 10% of your total portfolio should be in commodities especially in gold not all commodities gold silver should form at least 10 not at least should should form around 10% of your portfolio"

"I feel defense is something which we will see reacting positively to this. uh could we have a bigger allocation to defense is what we will have to check. Uh giving given the overall uncertainty at the global stage uh there is a great possibility that even India would want to ramp up uh its overall uh spending on defense on uh ramping up technologies related to defense. So there is a possibility that we may see a better uh allocation towards uh defense sector."