저자: RaamdeoAgrawal · 외국인
요약 보기
인프라 붐이 시작 단계이며 경기·세수 확대와 맞물려 진행된다고 주장. 6월 4일 선거 결과는 알 수 없으나 리테일 분위기는 매우 긍정적. 정권 연속 시 정책 추진력이 강화되고 몬순 호조로 2024-25년이 좋은 해가 될 것이라 전망. 귀금속·금속·원자재 강세는 글로벌 유동성과 경기 회복 신호로 해석하며, 국내외 증시 모두 사상 최고치 부근이라 긍정적으로 봄.
다듬은 글
we're here at Malad West Metro station in Mumbai on a very hot day and I'm joined by Mr ramd Agarwal on this occasion where this station is being renamed as moal oswal Malad West Metro station thank you so much for joining us I'd like to start by asking about this collaboration sir now we now we'll get to see the name moal oswal on a Metro station how did this come about yeah so I me we are surprised to see we pleasantly surprised to see uh participation in white by the authorities Metro authorities and we were the we were very quick very quick to respond and uh and for us selection of the station was very natural because we about 2 and a half to 3,000 people working right across in the not even 100 me away from here so for them it's like it becomes like a home for them and it is it is change it has changed their life I'll tell you the guys who are sitting here they don't want to come to lower parade if I ask them to come there probably they might half of them will resign so it is so convenient you know uh and uh it is an infrastructure it's a it's a festival of infrastructure this start of infrastructure boom in India and infrastructure boom happens when the economy booms because economy Booms The taxation booms when the tax collection booms infrastructure booms so that cycle is on and it's just about the beginning and once the uh once this little bit of uner in the market gets over on P I think we are going to get much more clarity about what shape of infrastructure boom country is going to have so you gave me my segue into the next question speaking of 4th of June just nine trading sessions left for the election for the dday for the result day what is your sense of the government uh that's going to be coming in what are you pitching for what are the numbers that you're looking at and especially in context with Market how do you think the market sentiment is going to be like so one the outcome of four is not knowable okay rest all of the intell at at the best intelligent G but my sense is this is not knowable and hence let's not worry too much about it General environment is good uh mood is very good uh so retail participation is very good that boom is on so I would think that for will come and go and then we'll see the vision of the next 5 years and vision about the infrastructure defense consumption uh a whole lot of things will be I it be very stting phase of next 100 Years starting from 4th of June so markets will also respond to that in in any case retail boom is on I think the real I mean of course the domestics are very very positive but foreigners are not that excited about the will I mean are they taking the are they selling because they don't want to take the event risk of four if that is so then that could also reverse and if by chance they reverse even for few days I think we see lot of excitement in the market but again the behavior of fi is also not knowable so why bother about it so fi come back or maybe they may not come back not knowable at all but speaking of so let's say the BJP continues to stay in power what do you think will be the effect of a continuity in the government yeah so continuity means there's no break of the policies if if anything whatever policies we have pursued it will be pursued with lot more Vigor say w mam train if they have done said 200 or 300 they may do in thousands so like that much more bigger ambition ambitious things will be rolled out and uh it also depends on how the economy responds because government can respond based on how the how the economy respond because when the economy responds the tax collection comes if the tax collection comes then the government's actions also happen so you know it's a it's a I would say double engine kind of thing the economy and the uh and the action and so I would I'm more bullish on uh under the continuity the economy will pick up I mean and and one of the big event is the monsoon also which is expected to be more than normal in the current year so 2425 should be a very good year for the economy for the RS and for the inflation uh monetary policy fiscal Pol I think it's going to be uh I mean good good time for the markets right like you said sir infrastructure needs to be be focused on uh if let's say Prime Minister Modi comes back he has a special 100 day agenda what what sectors or what areas of growth would you like to pitch for in this 100 day agenda see I I keep looking at the overall economy and uh what concerns the corporate earnings those are the our Focus areas you know but apart from that every aspect like I would like to see more focus on the education I would like to see more focus on Justice being delivered in time that's one thing where I think we can do uh we can do a lot and getting good set of ministers I mean prime minister also acts with a few hands so if you get one n gari i mean I would like to have 25 nin Garis in his cabinet and then you know everything will I mean he will have 25 hands so or 50 hands so I think let's see these are all dreams aspirations how things work out but that would definitely be eventful to see 25 uh ntin gar equivalent ministers who are efficiently working I think that's a great thought sir uh we're also at a time where let's say Nifty has hit uh hit an alltime high metals are hitting an alltime high copper is up gold silver everything seeing aoom where do you see this going forward in terms of nifty and SX at the same time uh other metals yeah so uh yeah I mean I'm I'm quite stunn uh to look at the pace at which the gold silver uh zinc aluminium all those things are just flying off uh so commodity boom is here after a long time after some break uh they are back so maybe it augur that there's lot of liquidity in the global system you know and uh the economy global economy which suffered heavy damage because of covid now finally it is recovering that's the sign of it so I would think that it's a good thing is ahead across all the markets Commodities non-c Commodities I think equities uh equities all over the world they are all all of them are at alltime high so uh I would expect that India also join the race in any case we have been in alltime high very close to alltime high maybe a percentage or two below so I would think very exciting time in uh in force future in the markets not only for stocks but also for uh for Metals Commodities thank you so much for speaking with CNBC TV8 sir thank you
댓글 0