ilmscore | Black Monday: More Pain Ahead? | CA Rachana Ranade

Predictions from this Video

Total: 19
Correct: 9
Incorrect: 9
Pending: 1
Unrated: 0
Prediction
Topic
Status
Jaguar Land Rover will stop shipments to the USA due to tariffs, potentially impacting their sales numbers.
"JLR Jaguar Land Rover uh if you have read in the news they said that We are going to stop shipments to USA. Understand JLRK USA is a very very big market and if they're stopping the shipment to USA that can definitely impact their sale numbers. But they said we are not going to entertain US so much tariff we'll also stop exporting to USA."
JLR
Incorrect
TCS's results on April 10th will provide insight into the outlook for IT companies.
"10th is the day when TCS is going to come up with the results okay uh so extremely important that is where we'll come to know about a basic uh look and feel of how IT companies are looking at the whole scenario."
TCS
Correct
Nifty was predicted to reach 22,300.
"I personally believe that 22,300 is somewhere we should ideally settle."
Nifty prediction
Correct
China will impose a 34% tariff on US imports starting April 10th.
"China says nothing doing China has imposed additional tariff on USA and at the same rate what USA is wanting to what USA has declared on China so USA declared 34% tariff on China said okay we'll also impose 34% tariff on all imports from the USA starting 10th April"
China tariffs
Incorrect
Germany will attempt to negotiate tariffs, but will respond proportionately if negotiations fail.
"Germany 20% was the tariff rate and Chancellor Schles called tariff as an attack on global trade system and they say we'll try to negotiate but if negotiations fail we are going to respond proportionately."
Germany tariffs
Correct
France will implement counter-tariffs in mid-April and late April if negotiations fail.
"If not we'll also implement counter measures in midappril and late April and they have called Trump master of the world. Okay. You are the leader of what you put tariffs. We are going to put counter tariffs. That's Franc's take on US tariffs."
France tariffs
Incorrect
UK is considering retaliatory measures if the tariff situation does not normalize, but is not acting strongly against the US currently.
"UK say UK is like is being offered 10% tariff 10% is definitely better position than others so he's saying that we believe that it's about mutual growth and uh you know we will try to see if the position you know comes back to normaly. If not of course if not still they are saying we will prepare retaliation list but as of now they are not acting very strongly against USA"
UK tariffs
Correct
Hong Kong will file a complaint with the World Trade Organization and pursue legal action regarding the tariffs.
"Hong Kong 20%. They are also aligned with China. They said we'll complain we'll file a complaint with World Trade Organization. will uh say that we we let's see we'll we'll complain and we'll try to take some legal action uh is what Hong Kong is saying"
Hong Kong tariffs
Correct
India's tariffs, at 26%, are set to begin implementation on the 9th.
"our tariffs will start from the 9th not yet started right not yet started to the tune of 26% our main tariff will start from the 9th."
India tariffs implementation
Incorrect
A potential interest rate cut by India's monetary policy committee on the 9th would be viewed as a positive sign.
"on the 9th we have our monetary policy outcome. Now this is again very important. uh it's 3 days monetary policy meeting that has started and uh let's see on 9th if they are able to cut down on interest rates again that will be taken as a positive sign"
Indian Monetary Policy Outcome
Incorrect
If other sectors perform poorly due to inflation and tariffs, IT companies may experience pain from postponed or reduced software renewals.
"if their companies let's say something like an auto or something like any other sector right if they are not able to perform well they may postpone renewals or they may cut down on renewals for IT softwares and that is the reason why it may still feel the pain right now."
IT sector performance forecast
Correct
According to MK, the market could see a downside to 21,500.
"MK says we could go down to 21,500."
Market downside prediction
Incorrect
40% of poll respondents believe Trump might roll back tariffs to some extent.
"40% still believe yes. Almost 60% believe no. But we can see a split here still 40% believe he could roll back to some extent."
Trump tariff rollback possibility
Pending
The speaker believes Trump will not completely roll back tariffs but will negotiate, reducing duties and ensuring not all countries are punished severely.
"My view is that he won't roll back for anyone and everyone but yes I think he would come down to the negotiation table. he would reduce the duties uh and he would want to ensure that not all countries are punished as badly as as we get the look and feel right now."
Trump tariff negotiation stance
Correct
21,800 is identified as a strong support level for Nifty.
"21,800 looks like a very very good support."
Nifty support level
Correct
While some believe Nifty could fill the gap at 20,300, the speaker considers it too early to predict.
"many people believe that we we could fill this gap of 20,300. I think it's too early to talk about it."
Nifty gap fill prediction
Incorrect
A potential further downside of 1000 points from the current level is possible, meaning deployment of 1/5th of funds might be considered if one is prepared for this possibility.
"be very well prepared that another thousand points down from here is possible. If you're okay with that then maybe 1/5 does make sense"
Nifty potential downside
Incorrect
The speaker has two remaining investment tranches planned, one at 21,800 and another at 21,300, neither of which has been invested in yet.
"my tanch one more ranch that I had planned was around 21 uh 800 and the last one was at 21,300 who have been following right uh I have not invested at 21800 and of course 21300 to I uh so two more branches remaining for me"
Nifty investment tranches
Incorrect
A potential fall of 1000 points, reaching 21,300, should be kept in mind.
"a thousand fall point fall uh could could be kept in mind which would be around 21,300"
Nifty potential fall
Correct