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."

"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."

"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."