India–China: What’s Cooking? | Monthly MF Equity Inflow at New High | CA Rachana Ranade

"so somewhere down the line China also feels that I mean they also may be thinking that what if such a penal tariff is imposed on them as well. So could there be a possibility that just in case see like like we always we say there are there are multiple ways to tackle problems right what is the problem is US is imposing tariffs what could be multiple ways to tackle it like China could have done it what was a simple way China could have tackled tariff rather than directly China exporting to US China first would have exported to some other country where there would be no tariffs and to such a country where the tariffs will be pretty less for sale done from that country to USA. We have discussed this way out. Can India also do it in a similar way? Yes."

"What is the situation that US is trying to threaten us? Trying to threaten China. China has extremely strongly retaliated. Even India is retaliating."

"even if we check our overall economy and if you compare it with China's economy, China is way ahead as compared to us. Right? So uh everyone must understand this that whatever we and China are doing together we are we are trying to resolve certain conflicts especially number one is a border conflict that currently we are trying to come up with some solution for that."

"we are trying to see if there could be some minimum common agenda between the two of our countries"

"Russia is also in place uh ra is these days being talked about a lot where Russia India and China together could definitely mean something"

"if we actually are able to strike some deal with China there could be a lot of sectors something like electronics uh pharma chemicals fertilizers renewable solar we will be benefited uh because of this"

"if we and China can get along well and if at least we secure some supply something like rare earth minerals as an example"

"24,400 Number one support extremely important support 24,400."

"24,400 again and 24,200. So please note this down 24,200 24,400 both are extremely strong supports right now."

"So all in all three levels if you want you can note it down three levels. Number one it is um 24,500 number two 24,400 and number three 24,200."

"The July month SIP monthly info inflow is 28,464 crores. It's the highest table right now. Single month 28,464 crores."

"this entire amount 1 lakh 9,53 crores this is a total of what this is a total of 4 months SIP contribution okay 4 months SIP contribution in FY 2526 This figure is bigger bigger than yearly contributions till what ill FY 2021 till FY 2021 if you see this is 1 lakh 9,000 crores and till year entire year was summing up to almost one lakh cr"

"if we even wait for just one more month I'm sure we should be able to surpass this number of FY2122 also"

"sectoral thematic funds is the most liked one with 9,426 crores net inflow flexi cicap 7,600 crores net inflow followed by small cap then midcap and then large and midcap."

"if I'm talking about a month-on-month net growth in net inflows, it's 81% growth."

"we did hit a 20 cr demat account mark and we had hit 10 crores by August 2022. Just three years ago, we were at 10 cr. And in the last three years we have moved up from 10 crores to 20 crores."

"India's number of demand accounts being higher than the population of few countries. It's amazing."

"in USA typically index funds generally get a higher chunk as compared to actively managed funds. So index funds will be like a passive passively managed fund. Uh for USA the contribution to passively managed funds is more as compared to actively managed funds. In India it's not like that till date. Uh active manage actively managed mutual funds get a larger uh you know contribution as compared to index funds."

"look at the operating profit margin stooped to 2%. 8% 8% 8% 11% 14% up down to 2% and TTM it is 0%. Why would the stock perform well?"

"from July 23 to July 24 one year returns are 258%. That's massive returns."

"typically 2x is where we we see some sort of consolidation. It didn't it didn't consolidate there. It just blew up from there as well. And so typically what can we say that this around this area 400 kaspas 407. So you can just take it as a round figure 400. Uh this is where we we could see some sort of consolidation."

"cup and handle breakout, a retest. This is the level I'm talking about 306"

"I am not at all bullish on it. Even right now, even though the index has corrected by almost 30%. I'll give you a very simple reason for that. If you look at the management commentaries, the Q1 results management commentaries. I think either Infosys or TCS either of them have not even given a revenue guidance and one of them has given something like some 1 to 3% revenue guidance. Okay. So there are many IT companies who have not given a revenue guidance or revenue guidance has been given as low as 1 to 3%. I don't think that is that is very encouraging. Okay. Uh even if you look at profit growth Q1 profit growth y it is not at all encouraging. margin guidances are not good for India 70% of our total export uh comes so it exports basically 70% of that roughly comes from countries like US and Europe US but apart from that even US economy is not doing that great not neither is Europe European economy doing that great"

"do you I mean can you feel that things are getting a little bit tough in IT sector? I just want a yes or no. Is there is there a problem? I mean do do you do you sense this problem in IT sector? Do you feel it?"

"all in all looks a little bit gloomy at least in the shorter term it'll be interesting to see how things turn out in the medium medium to longterm but short-term like Namita I'll say I'm out right"

"we are coming up with yet another her investor program this time it is going to be at Ailia Nagar And uh Ahila Nagar is uh I mean this this session at Aila Nagar is going to be on the 14th of September 2025"

"Priti Hyderabad is on the cards. Uh we I will announce Hyderabad very soon."

"Chennai is also on the cards"