NIFTY at 25000. What Next? | Sectors to watch | CA Rachana Ranade

"India has offered the US a zero tariff trade deal. Right? What did he say? That India has offered a zero tariff trade deal and mega mobile pass and he has also mentioned that American and Indian negotiators are in the last stage of finalizing the first part of BTA. BTA is a blanket trade agreement and it is expected to conclude by November 2025."

"23,800. As usual. We have talked about this level so many times 23800 and you know once we saw this retest post that oh my god this previous level was taken out the very next day... and today we have finally given a close given a close above this level as well which is 24800 so if you remember 23800 24800 both were good levels both stand broken... once 25200 is taken out I feel we should go to all time higher"

"railway stocks are to be watched. I will add Railway Stucks to my watch list. ... at a sectoral level you can see that it is very very very close to a breakout I can see that it may be just a breakout very early but may be just a breakout."

"defense stocks I think I have we have been bullish on defence stocks for quite a long time... defense than renewables than capital market... I think defence right now is very well poised for a fact that the precision with which our make in India defence related... missiles we have used and whatever machinery we have used for hitting specific targets by sitting in India not going there physically. I think that has told the entire world what amazing quality of defence equipment we have made in India. So not only the demand is going to be increased in India but I am sure that other countries who were purchasing diff and we all have seen what has happened with the Chinese ah whatever missile which is made in China ok so now any country who would have otherwise bought from China may be thinking about buying from India and that could also result in an increase in demand so now it is not only about demand from Indian from Indian government it could also be demand and from other countries as well. So defense theme for a long term of course I have talked about this as well. Still my stand is the same."

"banks and NBFCs big thumbs up. Ah, the interest rate cycle is on a range. I mean it is going to go down and down. So, definitely, ah good one for banks. Ah I think the way private sector banks have run up. Public sector banks have not run up so much. So just check public sector banks also if they can be interesting."

"Health Care I'm More You Know Optimistic About."

"He has also mentioned that American and Indian negotiators are in the last stage of finalizing the first part of BTA. BTA is a blanket trade agreement and it is expected to conclude by November 2025."

"So, if you can see a 900 point drop in three to four days, why can't we see a 900 point rise in three to four days? We can, but that's what has happened here also. We have seen this sharp price rally almost a thousand points in no time."

"So, if I want to find out the leaders in this segment there are two concepts leaders and laggards. The leader is the one who will first give a breakout and that typically leads the rally in that sector."

"So, not only the demand is going to be increased in India but I am sure that other countries who were purchasing diff and we all have seen what has happened with the Chinese whatever missile which is made in China. Ok so now any country who would have otherwise bought from China may be thinking about buying from India and that could also result in an increase in demand so now it is not only about demand from Indian from Indian government it could also be demand and from other countries as well. So defense theme for a long term of course I have talked about this as well. Still my stand is the same."

"Ah banks and NBFCs big thumbs up. Ah the interest rate cycle is on a range. I mean it is going to go down and down. So, definitely, ah good one for banks."

"Ah I think the way private sector banks have run up. Public sector banks have not run up so much. So just check public sector banks also if they can be interesting."