저자: RamdeoAgrawal · 외국인
요약 보기
2016년 10월 27일 Zee Business 대담으로, 자막 품질이 낮아 발언의 상당 부분을 확정하기 어렵다. 한줄 결론: 인도 시장 전반에 대해 낙관적 입장이며, 구체적 가격 목표나 종목별 매수·매도 지시는 명확히 확인되지 않는다. 거시 환경: 신흥국 중 인도가 상대적으로 안정적이라는 취지의 언급이 있으나, 자막이 깨져 세부 근거는 불명확하다. 인도 시장 및 정책: 정부 지출, 유가, 인플레이션 통제, monsoon(몬순) 관련 언급이 있으나 수치는 확인되지 않는다. 자동차: 승용차 부문 데이터와 마루티 스즈키의 실적 흐름이 언급되었으나 방향성 발언은 불분명하다. IT 및 대형주: 인포시스, NTPC 등이 언급되었으며 IT 섹터는 어려움이 있다는 취지로 보인다. 오토바이: 히어로 모토코프 실적 흑자 전환 관련 언급이 있다. 세제: GST(물품서비스세) 도입 관련 논의가 있으며 물류·소비 테마에 긍정적이라는 취지다. 은행: 공공은행(PSU bank)은 부실 채권 회수 과정에서 회복 가능성이 있다는 취지로 보이나 확정하기 어렵다. 출연자 전망: 전반적으로 인도 경제·주식시장에 대한 장기 낙관론으로 해석된다.
다듬은 글
That we are presenting a special event, a very special guest has joined us, Ramdev Agarwal is with us, Motilal Oswal Financial Services, Saif Ramdev ji, morning, thank you very much for joining us in this conversation and on behalf of our entire team, on behalf of Zee family, I wish you a very Happy Diwali and Vikram Samvat 2073.
First of all, yes Babu, my best wishes to all the Zee Business fraternity and Zee family for a very Happy Diwali and a prosperous 2073. How did the relationship seem, how will it be? What is it that at the beginning of last year, you need good understanding, why think bad, that everything will be good, whatever is good, so will you reap, is n't it, the sign of A is of the second kind, Ramdev ji, now if we look at the emerging markets also, you will see that in a small window at bed ref is a little volatile, but that is why it is a little better than other countries.
Now, how do you feel about the Indian market, in terms of cooperative, Guru's project, free interest scenario, bondil scenario, between this, ultimately, the mother will decide it. Fiction how do you feel that Tibet market so you hum in one variable Sadar big government central command depressed deterministic oil price of diverse interests of ones inflation to control your a record monsoon uska benefit bana ka baaki hai the interests of bun card liquid ills in abundance of global interests of willow suggestion interest very high the fastest growing from the world fear India the center of the world economic and this will give time to invest in stock market as people need it so you subscribe here we have a lot of data home camera passenger vehicle segment and without me also shark slide Maruti Suzuki continuously defying gravity of it keeps where it is Bigg Boss Infosys NTPC and struggling first let's talk about these two sisters giving point sponge your person on both these spaces passenger vehicle market and IT I myself Abhilasha Man Dussehra Comedy Pack Stocks on YouTube were sensibly machine Hero Honda Hero MotoCorp Result Vaidya first time be declared on profit agree next Sunday turn on the magic Shanidev Su Su I think that is very very interesting number 125 whether it is motorcycle to melt Bigg Boss very interesting operations will u very much and you will then be strong possibility of the match today Chanak animation happening in the field 14 take c business which were doing some challenges in transformers enterprising automation system in robots are coming these days if the eldest son just press digitization platform creation and shoulder new Mercedes this video channel has been subscribed by 4,650 people from blood group Bigg Boss the group of the attacks oh I am this dip hero index in IT which is by hobby Namdev ji inspector there because the market is most sensitive there 9 meet you sir operate with a great time so there is not much worry there but these launched apps are you liking at this time what valuation wife I saw an email Vishnu just right now because of class 12th launched in clear wave on premature ejaculation small 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this the whole consumption theme GST will come this will be that will be Vinod this sentence GST trigger beat logistics and confirmation space both of these are fully effective in what is that there was a fast on 311 in GST that they talked about single bed GST around 18% so what was in it that right now through many to motivate development this is the total tax return on the number state and central verge about any between 1957 so exile single district benefit from friend company is the back level on I have low and definitely if value demand karo facebook ko fateh bristle hair pack to the world equal quantity of product not with red eye think tank vaish companies to IT companies in all Dual heart club * teacher six degree fever laxys.com finally comes in directions used for middle subscribe matching time is important is not for advice and it's possible Italy no Indians first Time showing the physical progress in implementation of 1st one shifted I think per Muddat consultants and 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