00:00AI, what you have said, that Indian market has not participated in the abuse rally.
00:07But for this reason, IT sector is also showing pressure on the pressure.
00:12If we look at three trading sessions, IT sector is falling on the pressure on the Bazaar.
00:19The big brokerage firms like CLSA, Goldman Sachs, they are also showing optimism here.
00:26They don't see much. They have subdued demand flagged.
00:30If I talk about September, then the 1st September, the IT index was trading at the level of 31,496.
00:39When we talk about this, it was reached at the level of 28,830.
00:43Why is the pressure on the IT sector?
00:45Is there a lot of pressure on the Bazaar?
00:48Is it difficult to make it far from the IT sector?
00:51Is there a lot of pressure on the Bazaar?
00:51Yes.
00:52If you look at this, you can see this in a different way.
00:57If you look at the IT sector, the growth is slow.
01:04That's one thing.
01:06It's a strong thing.
01:06But it's not related to today.
01:13We'll also see this in the Silicon Valley.
01:14Since this it is an energy increase or shift, our formula can measure measure.
01:22I will see it levels of 90%, from last year- mettre an end,
01:35and that's why the correction came in the IT sector, 30-35% which was correct in the past 6
01:43-8 months,
01:44most of these stocks are now trading at record low valuations.
01:49But most of these companies first they are already serving some of the largest clients
01:56in banking, financial services, aviation.
02:01The services that they provide are not an alternative to the services.
02:06Because these software's are not made today.
02:0920-30-40 years ago they were made.
02:12And they can't change.
02:14Because if they change, these sectors run the risk of basically stalling themselves.
02:19You know.
02:20So IT services' business is going on.
02:24And IT services, most and more companies,
02:26if you look at InfoSys's management commentary or TCAS's commentary,
02:30all of them are now gearing towards participating in AI.
02:36You know.
02:37They are talking about AI related services.
02:40They have started creating teams which are dedicated to that.
02:44You know.
02:45So, in the next six months, you will be able to get a lot of return to IT.
02:52But this sector will not be able to write-off to this sector.
02:57Sir.
02:57Reversal does not look at IT.
02:59There are some expectations that we will see in the next few months.
03:01In the next few months, we will be able to recover.
03:02Investors will be able to return to those that are expected.
03:04Now, of course, if you think about the market moving started from those markets,
03:11a half years ago, based on this current market GE.
03:13And how about these customers we have committedheld on such a scale?
03:13You know working from 40,50,000,000,000,000.
03:16The amount ofarla苦 açık possible which they have produced one of these companies
03:17Those of you now Chamber of Commerce already built the product itself.
03:20All of these customers to four and half years of the moving Whquee were still withモデ emptying
03:22theadores.
03:23So, internet information feels like we have no longer competition because of which
03:25these small companies are macam could20 ICC.
03:28Not be buying Didn't.
03:29It's Books that were low and working towards us.
03:34data center companies can be a lot on radar
03:38this data center is a boom
03:41from bharatia bazaar, any sector can be a good
03:45stock that can be a long term
03:47data center is a long term story
03:51and it is also been a long term story
03:53and in every country
03:55as much as everything is getting into cloud
04:00and data center is a big part
04:05so data centers
04:08there are some small companies
04:10but in my opinion
04:12the big companies
04:14such as reliance group
04:16and bharatia
04:17they are basically going to lead this growth
04:23because the investment
04:25demand
04:27can only be fulfilled by these large companies
04:31which is a capital requirement
04:33and data centers
04:36globally
04:36that there are very power hungry sectors
04:38they are not basically
04:40so this is why power and energy
04:42demand is going to increase
04:44plus IT infrastructure related
04:46so that we can also increase the demand
04:49because we also need the demand
04:51and other things
04:52but we need the IT infrastructure
04:54and we need the cables
04:55you know
04:56UPS
04:57and air conditioning
04:59so that all these demand
05:00will boost
05:01will boost
05:01okay
05:03long term
05:04if you have a long term
05:29because in short term
05:31of the demand
05:31in the demand
05:32I am sure
05:32will increase the demand
05:32that would bring the demand
05:33which is a sustainable
05:33and low growth
05:34is being a low growth
05:36consumer and consumer
05:37durable
05:37will don't know side okay yeah I'll
05:40thought a energy sector quarter
05:42valuations have become a little
05:44expensive and a Baki Jitana Bazaar
05:47it is in a very good position to
05:50just banking and financial services
05:51sector is some a
05:54which for two years
05:55my husband's money you know so that
05:58can be a very very good thing and
05:59financial services especially asset
06:01management companies insurance
06:03companies wealth management
06:04businesses all of them are looking
06:07extremely attractive okay and high
06:09growth
06:10fair bhoot sare joo joo new-age
06:13businesses
06:14you know
06:15bhoot sare new-age businesses
06:17joo already list ho chukye or joo
06:19list hoonay wale companies like
06:21swiggy hai zomato hai lenskart hai
06:24wakefit hai fractal hai urban company hai
06:28aisi dasiyo company or list ho
06:30rhi hai and these companies are
06:33trying to innovate very very rapidly
06:36you know so yeh ek segment new-age
06:39businesses is also basically going
06:41to become market movers in the next
06:43few years you know
06:45okay
06:46so to me like ko aisa lagtat hai
06:4824-5 sector
06:49ke alawa joh bazar
06:50baqi joh bazar
06:51is in a very good place
06:53and waha pere
06:53apko 12-15 percent
06:55ka return aram
06:56se mil sakta hai
06:56lepasa
06:57you
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