Groww TV Live | Has the Correction Hit a Pause?

"so a level of 23,000 seems likely to be reached soon."

"a breakout can be seen here soon above 1240. After that, the next level which we are anticipating is from 1300 to 1350"

"I think the uncertainty will go down in that case gold should correct and at that time you will see a lot of volatility in gold and gold financing companies also."

"like around 3200 to 3400 could be a siff resistance. This is a zone not a level but 3200 to 3500 is a zone where gold could find the maximum resistance"

"I am bearish on gold like I feel that sell on rise could be one of the best strategies in gold not today but spread over a time"

"if he intends to make the trade deficit almost zero, that is if his strategy was that if it is trading with India, then India will also have to import so much and hence will have to reduce exports and based on that he will impose duty, then that is going to be very very detrimental for global trade and in so much uncertainty corporate profits always suffer i.e. they reduce and the chances of recession and depression increase"

"the US trade deficit will be sharply reduced with all its trading partners."

"IT companies will be heavily impacted, and anyway there was stagnation in the software industry because of competition from GCC, and this model of AI, this trend of AI, it is not looking to be as positive for IT companies as we thought earlier, and their base effect means the size has become so big that they need to have massive big projects to sustain growth, hence my view on IT service companies is quite negative"

"if you do not export to the US, if you export to any other country, then the entire export market of India will come under stress because of Trump's measures."

"if the external focus sectors are not doing well, that will affect domestic consumption as well."

"Even 10% teraph will not support them. And if a store comes up there then definitely it will affect employment."

"the price to earnings multiple (P multiples) also get compressed when the overall global market is under stress or slows down, there is a recession, then the P multiples in India, domestic focus companies could be banks, it could be capital goods manufacturing, it could be infrastructure companies, power companies, all of them get affected on the P multiple"

"even before this Trump crisis, it was negative on stables because I think many categories have now matured and this entire FMCG game that was more about expanding the distribution network in rural areas, so this opportunity is over. Now the likes of HL Dabur Emami have expanded their distribution a lot. Therefore, they are not getting the gas for distribution expansion right now. And for basic products, now the growth rates of the product are dependent upon the population growth rate and not upon the overall GDP growth rate. So if you see the likes of HUL and entire FMCG sector their growth rates are falling below the nominal GDP. They are not able to sustain even a 10% volume growth. So in such a situation you will not get growth. And if you don't get growth, your returns won't be good."

"it may decrease further from here and perhaps the March quarters will be fine but if the June-September figures start deteriorating then the sentiment will deteriorate further"

"this selling of FI may intensify further."

"in small mid cap stocks where the valuation is 50 60 70 100 times, they are the most vulnerable"

"if the interest rate falls then liquid funds or debt funds will do very well because of rising bonds and lowering of yields."

"if there is an overall global slowdown, then RBI and the government will be even more proactive, and you can expect even further cuts in interest rates, which will directly impact these income funds. ... And they can do very well."