저자: VijayKedia · 외국인
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데벤드라 파드나비스의 마하라슈트라 CM 취임 발표를 시장이 긍정적으로 받아들였다고 분석. 시장은 선행 반영하며 최근 외국인 매도 이후 국내 자금 유입으로 조정 국면이 마무리되고 상승 재개 가능성을 언급. 인프라 테마(10년 호흡)를 유지하며 정부 프로젝트 재개(다라비 재개발, 불릿트레인)를 긍정 평가. 아다니 그룹 이슈는 외부 압박으로 치부하며 언급 자체를 회피. 특정 개별 종목 매수·매도 추천은 없음.
다듬은 글
The announcement has been made of Devendra Fadnavis as the 21st Chief Minister of the state of Maharashtra while this is not a big surprise considering the kind of results that the BJP got in the recent conclusion was made after quite a bit of delayed conversation with the Mahayuti alliance and now finally we have a decision now what does this mean for the state of Maharashtra and economic driver really for India one of the largest contributors to the GDP what does it mean for the stock market which has also reacted positively to speak on all of that and more I am joined now by veteran investor Vijay Kheria Kharia ji welcome as always great to have you on NDTV network and you know wow you colourfully dressed I think to celebrate the okage set colourfully dressed to celebrate the okage it was not much of a surprise in name but the market has reacted positively to the election Even FII flows have given a positive reaction only after that, why do you think that is not the case, see first of all understand that this is what the stock market is called, it reads before the seed is sown, which tree will emerge, how big it will be, how many flowers will bloom, how many fruits will bloom and what will be the value of these fruits, so the stock market reads things of the day before yesterday today, you will always see this in the stock market, whether it is the company numbers or any big economist who makes forecasts, they also fail, but the market is mostly always right, so the market had sensed when that number turned around at 65, at that very moment people sensed that something destructive is going to happen and the market has been showing its reaction for the last three days, so this is the proof of that, this is the proof, you are right, what was the market's sentiment earlier, I am asking its fundamental reason, what is the reason why the BJP numbers and Devendra Fadnavis as the Chief Minister, seen as a positive by the market, one thing I would like to tell you May be my opinion is this but I don't care that this air election was fought on the shoulders of Devendra Fadnavis.
We will have to agree and the biggest thing about the market is madam, what do we see in the market, what is the track record of the company's management, how much skin is in the game, look at fans ji I added my personal, only because of not only because of the best reasons, the sacrifice they made, think about it, after independence, maybe you can give me an example of a person becoming the Chief Minister and after that becoming the Deputy Chief Minister, I have never seen such an example in my life, so I feel that people understand all these things that what a big sacrifice is this, what a big sacrifice it is for a party, if you remove the Chief Minister sahib, people go away, they will join another party or they may not go, the loyal people may not go but they are They don't take the post but become Deputy CMs, I have never seen anyone in my corporation make such a sacrifice, so I think this is the only such big example that Pavi ji has presented in front of the public and the people that look, this is called sacrifice, this is called loyalty and he keeps the party and the organization together, so I think this was a huge contribution in his victory, this is an emotional reason and you are right in terms of political gesture, this is very very big that you were willing to be a team player when it is required and now is your movement in the sun, but in terms of market view, I will come to the politics of it in a little more detail, Kidiya ji, but from a market point of view, right now the market is moving in a little range, the market is looking for direction, FIIs are slowly coming back, do you think that now the consolidation phase is almost over for the markets and we are waiting for the next big leg, Singh Tamanna ji Market always moves on sentiment, sentiment is most important then you know this market was under pressure because of the heavy selling by FIIs in the month of September, October and also November, now whatever was to happen in the market because of that, so many stocks, I remember we had spoken 15 and 20 days back on your channel only, the shares which were to fall at 30-40, all those shares fell, there was a correction in the market but the flow of India, the domestic flow, does not stop at all, what kind of storm is this, remember I told you once before that 15000 crores is coming every month, 15000 crores time will come, such a time will come daily, so I think the market has gone through that kind of consolidation, I think the bottom is there in the place and I think now the market is trying to consolidate and rise for a you know further rise, for the market its It is consolidating you and the election results that have come out of BJP, you can understand that they did wonders in Haryana, they did wonders in Maharashtra, Maharashtra means Maharashtra is a part of India, Madam, today the biggest contribution to the economy comes from Maharashtra, so having a stable government there is a need for someone like this to come here and continue the development they have done, even before this, the Chief Minister, Shinde ji, also did good work, there is nothing against him, but the numbers that BJP has got, it seems that there will be a stable government again and what the stock market needs is a government with a clean record and which promotes development, so people feel that these things are back in place, so what are the places now, the new Maharashtra government, stock market, play real estate, especially Mumbai based real estate companies, we are already seeing a lot of interest in them, which infrastructure projects do you find interesting?
No, I feel that even before, my focus was like this. I have always said that India is very backward right now, so infrastructure is a concern and the government is also focused on it and investment should be made in that only. If the government is focused on it, then I feel that in infrastructure, there is a 10-year horizon.
I feel that perhaps there should be a boom in it, different companies should be selected for it. So, I feel that the infrastructure theme will remain the same. I do not have any new theme in my mind because of this, like electrification is going to happen, electric vehicles etc. are going to come, so whatever is going on and whatever new themes are going on will remain in the market.
We and you know, there is a thought in it. Now if you listen to what Finance Minister Nirmala Sitharaman was also saying, before the announcement was made of Devendra Fadnavis as the next Chief Minister, she talked about a lot of projects which were stuck. She said that if these changes had not happened, then Bullet The train would have already started running in Maharashtra, now if it comes then we have talked about real estate from many such projects, a Dharavi project has also got the green light, do you see all this as a big positive, not only for Mumbai but for the state, of course I think this will definitely be a very positive change and all these things keep getting stalled due to political reasons, so we will not go into that, but you think if a project like Dharavi is built there, if a new construction is done there, then what are you giving to Bombay, I mean today I feel like I read somewhere, maybe my data may be wrong that the maximum crane utilization in the world is happening in Bombay, in Maharashtra, in Bombay, in Mumbai, sorry, so what I mean to say is that of course when a permanent government comes then all these things, all these development projects which are stalled, they will grow at a fast pace, so of course it will directly benefit the economy, ultimately it will benefit India only.
You know, politics often gets surrounded by many things, the stock market also falls recently, just to get a comment from UK on the whole thing about the Department of Justice action on Adani Group. Standard disclaimer, of course, and then see what has happened with the stocks after that, any commentary on this, I have only one thing to say about Adani ji, about Adani Group, that only the riders fall in the battlefield, how can those who walk on the strength of their strength fall, so when any person moves forward rapidly, many people come to pull him, so now by chance, you understand that foreigners have also come to pull him and some local people are also supporting them, so see, all this will keep happening, if a man wants to move ahead, he will have to prepare for all these things, he should come out of whatever happened before, from that sense, I feel that all these things will keep happening and whoever learns to deal with these things in life, he moves forward, that history is the way, coming back.
To Devendra Phanas ji and we were also showing a video, your video is already ready, I am sure your dialogues and poetry are also ready, Kidiya ji, but you know before I come to it, before I come to it and you started that even if we are biased, then what is the matter in terms of expectations from their leadership because the bigger the leader, the higher the expectations are, so what are your expectations from this government in the next 5 years, no, the expectation is that look at the development that is going on and what has happened now, madam, right now the competition of development, now India vs USA China, India vs China, that is different, right now you see state to state competition has started within India, like the southern states, they are also doing something good, in the western, understand Gujarat is also doing well and our Maharashtra is also doing well, so I feel that this state wise competition that is happening is fair competition, which is called healthy competition, this is very good, so I have a lot of hope That Favez ji has come, so his image is very clean and he will do some big work so that by competing with the states, how can we compete with China, we have reached such a situation, another thing that happens because of this and Favez ji had also said in his speech that as far as Modi magic is concerned, we have seen the results of Haryana, now we have seen the results of Maharashtra, in the month of July there was a little doubt in the mind of the market about the kind of results of the Lok Sabha elections that have come, now that has disappeared, no, has it disappeared, I want to tell you one thing about the magic of Modi ji, it comes to my mind many times and this applies in the stock market also, madam, I have a quote, it is a little complicated that when the car is moving at the right speed, it is moving smoothly, then do not open the bonnet again and again, everything is equal in it, everything is equal, so what happens madam, they do the same in the market also when the stock is increasing very fast, multiples are increasing and everything is fine It's okay, still we keep on doubting forcefully that everything is fine, everything is fine, we should leave, you see madam, I will give you an example, another dialogue from a movie that God does not mess with the one whom he supports, I find this saying completely true for Modi ji, you see those people who left Modi ji, you see what happened to their future, first of all Chandra Babu ji, Naidu ji left him, Chandra Babu Naidu was a great leader who changed the fate of Andhra, changed the picture and destiny, within 2000, Cyberabad became famous and people started calling him CEO, did he bring Bill Gates, what was his dominance, what was his power, he was the first one to leave, think about it, as far as I can remember, once he came out of Rajya Sabha crying that I will never come, whatever Jagan Reddy ji did to him, his essence was destroyed, think about it, take another example, Sidhu ji, what a great player Sidhu ji, When they were together and he left, what would happen to Sidhu ji, you can understand it yourself, it's fine, I am talking about him with respect, but you should understand their connection, Shatrughan Sinha ji, the great actor, he left him, I saw Modi ji coming to Shatrughan Sinha ji's son's wedding, think what respect did he get, after that he left, I do n't know, sometimes he was with Yashwant ji, sometimes he was with Sheena ji, sometimes he was with Mamta didi, these days I do n't know, what I mean to say is that you should understand this, Uddhav ji, see Bala Saheb ji Thackeray, I feel respect on hearing his name, he is like a lion, consider his party, see what happened after separating from him, as long as we were together, you should understand this completely, whether it is his magic or his talent or his personality or his work or whatever it is, whoever God supports, I don't mess with him, Kedia ji, I think you do very good political analysis along with stock market analysis, but if I leave you without singing, I think you will be angry.
I will be shy, I am shy, you must have prepared something, especially on this announcement of Fans ji, of course, FG wrote a song madam, 20 days ago, it has been a month, and I put it on and in it I wrote that the CM people have started teasing me, and today he said yes, sorry, today you say that no one will tease me today, what if I do it, if I love then why should I fear, so madam, you must play my song, that song was like this, you are the pride of Mother India, you are the honour of Maharashtra, you are the command of politics, you are the creator of development, you are the identity of sacrifice, you Deva Bhau, you are our life, oh wow, thank you so much Vijay Kedia, an investor, is talking about why the market is looking at this development positively, and I think the focus is on a stable government that we will see in a very, very crucial state and contributor to the Indian GDP for the next few years, thank you very much Kedia ji for talking to us, thank you madam, Namaste Dhanwad
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