Mark Mobius की Elections 2024 और Share Market पर बड़ी भविष्यवाणी! | Biz Adda | BIZ TAK

요약 보기

Mark Mobius는 총선 이후 모디 정부 재집권 가능성을 보고 인프라·전력 섹터의 대형 성장을 강조하며 인도 시장에 절대적 강세 입장을 밝힘. 인도 전력 생산능력이 두 배로 늘어야 한다고 주장하며 전력 수요 급증을 근거로 제시. 헌법 개정 가능성 등 정치적 논쟁 요소도 언급했으나 구체적 근거는 제시하지 않음. S&P 신용등급(BBB-)은 낮다고 평가하며 개선될 것으로 봄.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. The market is in a dilemma whether the Modi government will return with more than 300 seats, more than 303, or less. If it wins less, then by how much less, or more, if it wins by how much more. But it seems as if people are holding their breath, either they are filling up their cash and thinking that they will buy when they get a chance.

02. The market is falling, so the market's gradual decline every day is raising some apprehension. However, in such a situation, veteran international investor Mark Mobius says that he is absolutely bullish. He sees Modi ji returning to power. Along with this, he sees a tremendous boom in the infrastructure and power sector.

03. He says that the power capacity in India will have to be doubled. The amount of electricity currently generated will have to be produced twice as much as the consumer demand. And this is the reason why he sees the possibility of a tremendous boom in the power sector. He is saying that Modi ji is definitely coming back for a third term and his policies will also continue.

04. The question is whether they will win enough seats to amend the Constitution. Will they have the power to amend the Constitution? He says that it doesn't seem likely right now, but whenever it does, we will see a tremendous surge and enthusiasm in India, leading to a tremendous boom in infrastructure.

05. This is a highly controversial statement, and a lot can happen politically regarding this. Repeated clarifications are made regarding the Constitution being tampered with, stating that there is no such intention. However, Mark Mobius hasn't clarified why he is enthusiastic. He has n't clarified why he feels the need to amend the Constitution or improve infrastructure.

06. Despite this, he says that if the BJP government is formed again, you could see a tremendous push and renewed enthusiasm in infrastructure from the government. The SNP recently revised its outlook on India's rating, keeping it at triple B-minus. Mobius considers this to be very low, very low, and that the SNP must improve it going forward.

07. India's rating should be much higher than this, and he says that the SNP is far behind. He is giving ratings by looking back and this rating is absolutely what is called a matter of caution. If we look at it going forward, this rating should be much better than this. He is showing tremendous things in two sectors - power and infrastructure.

08. He is also saying that at this time people are not able to realize or understand how much the demand for electricity is going to increase not only in India but in the entire world. That is why it is necessary that its production capacity in India should be doubled. He says that you see, all the consumers need power for their cell phones.

09. Chips need power. Wherever micro chips are installed, consumers are continuously consuming more and more electricity. For that, whatever kind of consumption area is going to be created. This power about which he is talking is electricity. But at this time, where everyone's eyes are on is power, that is, political power.

10. And its result is now coming very close. The last phase of voting is about to take place and before that, one can say that the market is a little scared. We will not call the market doubtful, it is absolutely correct because no one in the market is expressing apprehension, everyone is full of enthusiasm but then why is everyone holding their breath, it is becoming a little difficult to understand.

11. That's all for today in Bida, please give us your visa, thank you. Hello, Bastak has brought for you a premium membership program where you will get many benefits which include market newsletter, first answers to your questions on live chat, market outlook, market scan on weekends, chat with anchors and much more.

12. There are three types of plans in this premium subscription, Silver, Gold and Platinum, which start from just 9 months. It is also very easy to join Bisk. Now you have become our premium member. [ Music]