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00:01in the market
00:02.
00:03.
00:03.
00:03.
00:03.
00:04.
00:04.
00:05.
00:05.
00:08All right, so rate cut
00:10करने से U.S. को क्या फायदा है U.S. को क्या benefit होगा rate cut करने से
00:18Suppose U.S. के fed ने decent लिया कि वो interest rate कम करेगा
00:24तो उसके क्या benefits हो सकते है U.S. को
00:27वहां पे cheaper loans available होंगे consumer spending भी बढ़ जाएगी और investment के बढ़ने के chances भी होते है
00:37तो stops की prices generally increase हो जाएगी
00:43चीक है और शुर्टा आप कुछ आट करना चाता है चीक है employment से ही करो employment वाला point से
00:50ही विलकुर
00:50कुछ आट करना चाता है
00:55Loans or employment
00:59चीक है
01:26Housing sector भी रिकवर करता है इसे बिलकुल ठीक बात है
01:30Interest rate cut करना है इस housing sector यह करता है तो उनका export भी वीक होगा उसे
01:39यूएस का यूएस का export वीक होगा और यूएस का export अगर वीक होगा तो फिर FIS क्या करेंगे
01:50FIS क्या करेंगे
01:51FIS एज़िट करती दरा आजी अपने बासे मतलब global market पर जाएंगे
01:57ठीक है तो FIS क्या करेंगे वहाँ पर
02:04Global market मतलब out of USA ठीक है बिलकुल ठीक है बिलकुल ठीक है बिलकुल ठीक है श्वेता सरी कह
02:13रहेंगे एक बरता हो
02:18ठीक है और कुछ आट करना चाहते है इसमें क्योंकि आपका यह question था इसके उफर ही
02:25और दूसरा आपका था बॉंड को ले करके एक तो इंट्रस्ट्रेट और एक था आपका बॉंड चिक है तो यह
02:35common सी चीजी है देखो जादा इसमें कुछ नहीं है डीप इतना नहीं है इसमें यूएस फेड बेसिकली यूएस का
02:41फेडरल रिजर्व बैंक है जैसे हमारे देश में यानि कि रिजर्व बैंक ऑफ इंडिया है वैसे यूएस का फेडरल रिजर्व
02:48बैंक है अगर यूएस का फेडरल रिजर्व बैंक
02:51rate cut
02:52basically
02:53interest cut
02:54cut
02:54now
02:55interest cut
02:56in case
02:57situation
02:57in case
02:58it can
02:59cut
03:00in case
03:00if it
03:01is
03:02inflation
03:03not
03:03US
03:04inflation
03:05data
03:05is
03:05US
03:08inflation
03:08data
03:09which
03:09is
03:09less
03:09than
03:10US
03:10interest
03:12rate
03:12cut
03:13but
03:14if
03:14inflation
03:15data
03:15is
03:15more
03:15that
03:17means
03:17already
03:18market
03:19demand
03:19market
03:20money
03:21flow
03:21already
03:22market
03:24people
03:25have
03:25more
03:25and
03:26demand
03:28also
03:29US
03:31rate
03:35cut
03:36no
03:37rate
03:38and
03:40if
03:42inflation
03:42data
03:42is
03:43low
03:45rate
03:46cut
03:47cut
03:47તાક પરીવરસાય તાક એપ્યે પેપરસાય પરાયે પરસાય તાકી પરીતાય પી પરીતાય વીરતાય થી પરાયાગે �
04:20If India's rate is higher than India, it will be higher than the other markets.
04:31If India's rate is higher than India, it will be higher than India.
04:37If the US has higher rate, it will be higher than the US.
04:39If you have a loan from bank, if you have a loan from the companies,
04:49if you have a loan from the rate, you will have a loan from the company's numbers.
04:53You will pay the expenses because you have a yield.
04:57You will pay the interest in the company's number.
05:00In its opposite, companies will be good.
05:04હીક તાક રેતે પીક તીક તીક તીક વાંપર આપ આપકી જો બારઇંગી વો વી વડેંગી રઈટ આકા હીક હીક
05:13પીટક એક બીક ટાકર ખીક હરાઈગ તીક અહીક કારાં હલ્ક પાંલીક થીક તીકાં કીક હાંક થીક એથક તીક
05:42Amount अपना जो पैसा है वो डालना प्रफर करेंगी that means कि वहाँ पर interest जाद अच्छा मिलेगा चीक है
05:49जिसकी वैसे जो market में money supply होता है वो कम होता है और जो आपका inflation है वो भी
05:57reduce होता है तो अगर rate hike हो रहा है तो कहीं ना कहीं inflation को जो है reduce कर
06:01सकता है चीक है क्योंकि market में money flow जो है वो �
06:06कम होगा और अगर market में already inflation है तो money flow को already बढ़ाने से कोई फायदा नहीं है
06:12यानि कि rate hike rate cut करने का कोई वहाँ पर फायदा नहीं होगा अगर market में already money flow
06:17काफिस जादा है तो वहाँ पर rate cut करने का कोई benefit वहाँ पर जादा नहीं होता है चीक है
06:23तो यह एक दूसरे के opposites होते rate hike हो रह
06:28connection है money flow की या पर dollars के ओपर क्या impact पढ़ सकता है वह भी depend करता है
06:33लेकिन US Fed जब भी कोई decision लेता है rate cut करने का तो उसका indirect impact है जबकि उसने
06:40अपने देश के अंदर rate cut किया यानि अपने banks के लिए या पर अपने corporate houses के लिए या
06:45अपने bonds के लिए पर उसका impact indirectly बाकी के देशों पर प�
06:58वहां से move करके बाहर एक्सपो करको हना को होंका तो move करके दुशे अपने ऋपने कब में लेकिन impact
07:19क्यों पढ़ता है अगर USSN ने Markets के market में जाएंगे
07:28FI.US.
07:29market
07:29now
07:29this
07:30game
07:32because
07:35basically
07:37government
07:38bonds
07:39in
07:39market
07:39and
07:40you
07:41know
07:41interest
07:42higher
07:48bonds
07:49invest
07:50so
07:51rate
07:52high
07:52is
07:52a good
07:53preference
07:54markets
07:55if
07:56you
07:57rate
07:57high
07:57then
07:57investors
07:58you
07:58said
08:01FI
08:02exit
08:02but
08:03you
08:03can
08:06see
08:07economies
08:08impact
08:08or
08:09companies
08:10numbers
08:10impact
08:11that
08:12that
08:13that
08:15US
08:15has
08:16made
08:16rate
08:16cut
08:16so
08:19that
08:19US
08:19has
08:20rate
08:20cut
08:20then
08:20that's what I have to do with equity markets start starting
08:23so that's what I mean
08:26this is not a bad thing
08:26if the US rate will be higher
08:27then the rest of the market will start starting
08:30this is the US if the market will be higher
08:33because the rest of the FIs will be higher
08:35the US market will start starting
08:37okay
08:38you should see
08:39this meeting is
08:40and then the hikes will be higher
08:42What is F.A.T.E. ?
08:45Look, there is no possibility of certain.
08:48Hike or cut, there is no possibility of certain.
08:52This is possible because global situation is uncertain.
08:56Usually, when there is uncertain situation,
08:58you can see the rates flat as you get.
09:02If the uncertainty is more than that,
09:03then rates will be flat.
09:05But still, if there is a hike here,
09:08then you can see the F.A.T.E. exit.
09:18And the rate will change it.
09:20It could be true.
09:24How do you rate your rates?
09:28If there is a rate,
09:29of major rates and intervals.
09:29We can't pay attention to the rates.
09:32When you are at risk,
09:33you can't pay attention to people.
09:36If you are at risk,
09:36But basically,
09:36we can understand the rate of interest.
09:40that we need to deal with this chapter.
09:42When the rate cut comes, we need to know what to do and what not.
09:45Basically, we need to understand about it.
09:47So, in the future, it will be easier for us.
09:50So, we need to understand this.
09:52We need to understand this.
09:56Okay.
09:58Okay.
09:59Okay.
10:00Okay.
10:01Okay.
10:13Okay.
10:15Yeah.
10:16減 ने rate कट कर दी, यहां rate कट किया तो आप FYS क्या करेंगे Indian market में invest करेंगे
10:20suppose
10:21Suppose India का rate जो है जादा है तो FYS Indian market में invest करने आ जाएंगे अब, ठीक है
10:27but still ऐसा हो रहा है कि economies के ऊपर उसका negative effect पढ़ रहा है, still इसके बावजूद भी
10:33कि FYS जो इंडियन market में invest कर रहे है
10:35still economy
10:36so
10:38what can we do
10:44sir
10:48Indian market
10:50policies
10:50no
10:50no
10:52we
10:54we
10:55we
10:56we
10:56we
10:56we
10:56we
10:56we
10:56we
10:59.
10:59.
10:59.
11:04foreign
11:05foreign
11:05foreign
11:05foreign
11:05foreign
11:05China, Japan, Malaysia, South East Station countries, but still in our country.
11:13Leave why are we going to leave?
11:30The market we have to find, but still in our country, the market we have to find, but in the
11:37market we invest.
11:40The market we have to find, the market we have to find, the market we have to find,
11:48is not there, or employment, or growth, or economy, or growth, or economy, so U.S. rate cut
11:59will be cut.
12:00Now, rate cut will be effect, impact will be cut.
12:04Dollar, dollar depreciate, rupee will be cut, dollar depreciate, and rupee will be cut.
12:11But this means this is not a blank screen, suppose dollar has increased, and rupee will be
12:24more than that, but the dollar rate will not come, it will not come, it will be cut.
12:31Now, U.S. rate cut will be cut, and the dollar will be cut, depreciate, and the rupee will
12:39increase.
12:40But still, it is not increasing, it is increasing, it is increasing, it is increasing, it is
13:08so that there are many things on the market.
13:10There are bonds and yields on the market.
13:18And global trade can also be on the market.
13:24The pricing is the price of the market.
13:27If the pricing is on the market,
13:28the companies' profits can also be on the market.
13:32So there are many things that
13:34in terms of the price of America is on the market to produce,
13:43we are making different kinds of profits,
13:45it seems that there are lots,
13:46However, with the market inequality that it needs to cause
13:49to this company,
13:50Basically, what does it mean?
13:53Rule.
13:54Basically, rule.
13:55Global trade.
13:57If the US dollar rate is the rate,
14:01that means that the country
14:03US bonds are based,
14:08the profits
14:09will be some less.
14:11The interest will be some particular time
14:14will be some less.
14:15So, the economies
14:16will be some negative side.
14:20This means that
14:22the federal rate cut
14:23in which direction is cut,
14:25not cut, hike,
14:26same,
14:30both directions can impact.
14:32It is compulsory
14:34that if the US rate cut
14:36will be in the Indian market,
14:37then the Indian market will go very far.
14:40This means that
14:44the third game
14:44is that
14:46the global situation
14:48is in which way
14:48our economy
14:51which is high interest
14:53is in which way
14:54our GDP data
14:57is in which way
14:59this is important.
15:02For example,
15:04now,
15:06the US
15:06will not do rate cut
15:07or rate hike
15:08will not do rate
15:09After that,
15:11if inflation data is flat,
15:15then the US
15:16will not do rate cut
15:17or rate hike
15:18will not do rate
15:19or rate hike.
15:34So,
15:40the US
15:42will not do
15:47that.
15:49The reason
15:50is that
15:50the US-Iran war
15:50is
15:52a direction
15:53will be
15:54in the US-Iran
15:55below.
15:56Okay?
15:57So,
15:58suppose
16:03the US
16:05the US
16:08the US
16:09cut
16:09is
16:12possibility
16:14is
16:14this time
16:16if
16:16the US
16:16rate
16:17is
16:17already
16:18the US
16:19trade
16:20is
16:20the
16:21trade
16:23deficit
16:24is
16:24a lot
16:25bad.
16:26So,
16:28if
16:31the US
16:32is
16:33a lot
16:35of
16:35trade
16:35is
16:36a lot
16:36the US
16:40rate
16:41cut
16:41in
16:41the US
16:42market
16:45investment
16:46will
16:47be
16:48good
16:48interest
16:49but
16:50it
16:51is
16:51still
16:51not
16:52so
16:53we can
16:54see
16:54the
16:54impact
16:55we
16:58estimate
17:00that
17:01we
17:02will
17:03right?
17:06clear
17:06all
17:09right?
17:10I
17:13will
17:13tell you
17:14the
17:15impact
17:15is
17:17high
17:17rates
17:18can
17:18increase
17:19loan cost
17:20for
17:21corporates
17:22due to
17:22which
17:23corporate
17:23companies
17:24profits
17:25and
17:26margins
17:26drops
17:27and
17:27its
17:30slowdowns
17:31market growth
17:32which
17:33means
17:33if
17:35the
17:36rate
17:36is
17:36high
17:37which
17:37is
17:38the
17:41loan
17:42cost
17:43will
17:44increase
17:46for
17:46corporate
17:48companies
17:49and
17:49margins
17:51will
17:51get
17:52the
17:52loan
17:53cost
17:53is
17:56the
17:57interest
17:57is
17:57the
17:58cost
17:59the
18:00interest
18:01is
18:02than
18:02the
18:03interest
18:04will
18:04drop
18:05the
18:13market
18:17will
18:19drop
18:20drop
18:20now
18:23rate
18:24hike
18:24is
18:27similar
18:28for example
18:29if
18:29RBI rate
18:30hike
18:30is
18:30Indian
18:32markets
18:33rate
18:34hike
18:35can
18:37impact
18:37on
18:40market
18:41now
18:42next
18:43point
18:44debt
18:44market
18:45debt
18:49market
18:50basically
18:51bonds
18:51if
18:52US
18:54reduces
18:54rates
18:55and
18:55Indian
18:56rates
18:57are
18:57higher
18:58as
19:03investing
19:04in
19:05bonds
19:05and
19:06treasury
19:06bills
19:07gives
19:07more
19:08interest
19:09and
19:09profit
19:09if
19:10US
19:12rate
19:13cut
19:13and
19:14Indian
19:15market
19:16rates
19:16rather than
19:21equity
19:21market
19:22prefer
19:23debt
19:24market
19:25treasury
19:25bonds
19:26invest
19:26now
19:27treasury
19:29bonds
19:30or
19:31debt
19:31market
19:32bonds
19:32basically
19:33they
19:33have
19:36interest
19:36or
19:38yield
19:38basically
19:38bonds
19:39certain
19:40yield
19:40or
19:46interest
19:47you
19:47pay
19:47if
19:48you
19:50invest
19:50so
19:50when
19:53rate
19:54hike
19:54that means
19:56government
19:56bonds
19:57or debt
19:57market
19:58bonds
19:58they
19:58have
19:58good
20:00return
20:00to
20:00the
20:02government
20:04bonds
20:05are
20:06cheap
20:07and
20:07if
20:08they
20:08are
20:08and
20:08the
20:09interest
20:10will
20:11to
20:14bank
20:16deposit
20:17deposit
20:18or
20:19bank
20:19deposit
20:21is
20:22fixed
20:23deposit
20:24basically
20:25we
20:26see
20:26certain
20:27interest
20:29annual
20:29basis
20:30is
20:31and
20:35the
20:36of
20:38of
20:38deposit
20:39amount
20:40of
20:40compound
20:42interest
20:42to
20:43similar
20:45bonds
20:45bonds
20:46be
20:46particular
20:48interest
20:49and
20:49some
20:50government
20:50bonds
20:50will
20:51bank
20:52of
20:52double
20:53return
20:53like
20:5512%
20:5611%
20:579%
20:58this
20:58percentage
20:59of
21:00bonds
21:00you
21:04usually
21:05safer
21:06from
21:07uncertain
21:08markets
21:09that
21:11means
21:11equity
21:12market
21:13whereas
21:14government
21:15bonds
21:15or
21:16debt
21:16certain
21:18return
21:19we
21:19have
21:22investment
21:23to
21:23government
21:24guarantee
21:24if
21:26corporate
21:27bonds
21:27that
21:28means
21:29that
21:29means
21:29means
21:30means
21:30that
21:30that
21:30means
21:31means
21:32that
21:43means
21:44government
21:44bonds
21:44do
21:46profit
21:54whereas
21:56corporate
21:57bonds
21:57invested
21:57so
21:58thereены
22:02that
22:03means
22:04equity
22:06market
22:06when
22:07US
22:09rate
22:10cut
22:10so
22:11is
22:11So, we don't need to invest in FYS, if we invest in bonds, because there is a good rate
22:21and it's a certain rate.
22:23So, it's a lot of times, if you rate cut, then we will be in Indian market.
22:35So, we don't need to invest in FYS, if we invest in FYS, if we invest in FYS, if we
22:41invest in FYS,
22:54if you want to invest in FYS, if you want to invest in FYS, if you want to invest in
23:00FYS,
23:00because there are a lot of bonds in FYS, which are available in the market,
23:07like 0-10 or some platforms, so there is an application or a website basically,
23:12golden pie, G-O-L-D-E-N-P-I,
23:17which you can invest in FYS,
23:22Bonds,
23:23which you can invest in FYS,
23:31which you can invest in FYS,
23:44basically a couple of years ago, and also the US federal government.
23:51Okay.
23:56Is there any confusion in this case?
24:00Basically, it's a bond.
24:03Yes, absolutely, absolutely.
24:07We are interested.
24:11Okay.
24:17Okay, for example, what do you want to do?
24:23What do you want to do?
24:28Okay, no, I don't know.
24:35Can you tell me a little bit about the details?
24:40Yes, sir.
24:42Mr. Mohdi Ji, we are doing this,
24:44but if you don't buy gold,
24:46don't buy gold, okay?
24:48Yes.
24:48The gold is in gold.
24:51And when the gold bonds were issued,
24:53in 2017,
24:56we had a crisis crisis.
24:59Okay.
25:00It was very low.
25:02And it was very low.
25:03It was very low.
25:04And how, what will happen?
25:07It's a time to pay.
25:09It's a last.
25:10It's very low.
25:13Exactly.
25:14Exactly.
25:18Basically, people have reserved,
25:20while prices start to start,
25:22because demand will be decreased.
25:24If it will be decreased,
25:25prices will be decreased.
25:27People start to sell out.
25:39of course it is important to market or economics to get to what you are using this is important
25:56foreign
25:57reserve post
25:58bank post
26:03investment
26:06statement
26:07because
26:09gold
26:09dollar
26:12strong
26:13of course
26:15of course
26:15of course
26:18strong
26:20according
26:21gold
26:22prices
26:22the
26:25gold
26:27discuss
26:31gold
26:32separate
26:33next
26:33session
26:35gold
26:38gold
26:40gold
26:40gold
26:40RBI
26:41policies
26:42change
26:43gold
26:44finance
26:45ministries
26:46policies
26:47change
26:47gold
26:49separate
26:50topic
26:50rather
26:51bonds
26:52US
26:53fed
26:54of course
26:55US
26:56fed
26:57impact
26:59crucial
27:00precious
27:01metals
27:02precious
27:02metals
27:03copper
27:05silver
27:05aluminum
27:06steel
27:07steel
27:07impact
27:08impact
27:09impact
27:09or
27:10gold
27:10to
27:11impact
27:15indirectly
27:16directly
27:16and
27:17more
27:17questions
27:18or
27:29questions
27:30the
27:32the
27:32that
27:34you
27:35know
27:36that
27:36you
27:36know
27:37that
27:40the
27:41dollar
27:42is
27:43monopoly
27:46foreign
27:55foreign
27:56market
27:56,
28:03China
28:03,
28:05,
28:06,
28:07,
28:07,
28:08,
28:08,
28:08,
28:09,
28:09dozear pachis me he hua tha ki china ne u.s.ke kaffee
28:12sare bonds huye sell karne start karan ka kaffee time
28:14se sell kar raha hai.
28:15aur abhi kaffee kam bonds china ke paas padee hai u.s.ke
28:18to iska jo impact hai kahi na ki
28:20u.s.ke dollar ke uapar bohat zahadha pardta hai effect kaafi zahadha pardta hai.
28:24to agar u.s. agar
28:26mahtlab economies ko pate hai ya pher countries ko maalum hai ki u.s.
28:30aapne rate cut kar sakta hai.
28:31xiiik hai.
28:32to kahi na ki kiya hooga?
28:33joh baqi ke dèche hai na
28:35woh u.s.ka bond bechna shuru karddeen ge.
28:37hai na matlab ki u.s.ka dollar joh hai u.s.ko dhenna shuru karddeen ge.
28:43hai hai.
28:44chik hai?
28:45aur joh desu nahi dhenge
28:46yaha par nahi dhe pahayenge kai na kai
28:48unka joh woh bond joh unhoney bonds kharii dhe hoon hai.
28:51woh depreciate hoonna start karthi.
28:52matlab unki throo si valuation kum ho jayegi.
28:54to is wajay se bhi joh ekonomis ke uapar impact joh hai negative direction
28:57pa pardhata hai.
28:59chik hai?
28:59to ye bilkul eek sahi bilkul reason hai
29:01joh abhi aap keha rhaetai ki
29:02joh dollar depreciate agar hooga
29:04to iski wajay se global trade ke uapar bhi impact pardhata hai.
29:08kyunki dollar agar kam raha eega
29:09to pher uske hesaap saap ke
29:10joh prices hai import duties hai
29:13joh export duties hai
29:14woh bhi accordingly change hooti hai
29:15kam hooti hai, zyadha hooti hai
29:16to is wajay se joh hai
29:18ziruri nahi ki equity bade hai
29:20yaa pher aapke markers joh hai
29:21woh badeh
29:21economics ke uapar joh hai
29:22adverse effect pardhata hai.
29:25chik hai?
29:25chik hai,
29:28chik hai,
29:54to ye sab hoja ta
29:55So next session we will discuss all the things in the next session.
29:58Okay guys?
30:01Alright guys.