Rising market volatility as investors ‘read’ elections, Modi ministers try to restore calm

#cuttheclutter
Nifty VIX index started going up 24 April in the aftermath of low polling, this election season. In Episode 1451 of Cut The Clutter, Editor-in-Chief Shekhar Gupta discusses reasons, implications, & why Amit Shah, Nirmala Sitharaman & Jaishankar are trying to reassure buyers.
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3:18 -- Buy before 4 June, expect spike - Amit Shah's tip
8.39 -- At 70, Nifty VIX peaked 27 March 2020
9.14 -- Nifty VIX now around 20, 11-13 considered normal
11.04 -- In this election season, VIX started going up 24 April
14.02 -- VIX went up to 28 on 17 May 2019
14.37 -- VIX on 9 May 2014 went up to 37
17.16 -- 9 out of 10 young people who are day trading losing money
18.42 -- Yen weakened by 60 basis points in a month - Finance minister
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Пікірлер: 355

  • @ThePrintIndia
    @ThePrintIndia16 күн бұрын

    Exclusive content, privileges & more - Subscribe to ThePrint for special benefits: theprint.in/subscribe/

  • @AmitGupta-id9kc
    @AmitGupta-id9kc15 күн бұрын

    Polling is over in almost 400 seats. If large players had even iota of doubt about BJP not winning then Nifty would have crashed 10- 15 % by now...

  • @TedoR2011

    @TedoR2011

    15 күн бұрын

    😂

  • @shiningstar1111

    @shiningstar1111

    10 күн бұрын

    I think they just have apprehensions about the number of 400+. Apart from that, I agree with you that if they had the doubt of the government changing, the market would have been in a nosedive.

  • @hindurashtra63
    @hindurashtra6316 күн бұрын

    I have been observing Sensex since 2014. Before Modi came to Power in 2014, Sensex (BSE) was 21,000. Today it is 74,000. Goldman sacchs has announced at current rate, Indian Sensex markets will hit 200,000 by 2028. A 1000 points decline in past 3 weeks means nothing. It will rise up by 5000 Points on June 4th to hit 80,000 (BSE), Remember this comment !!!

  • @AmitKumarAlphaX

    @AmitKumarAlphaX

    16 күн бұрын

    SENSEX ALSO GREW OVER 3.5 TIMES UNDER MANMOHAN SINGH'S 10 YEARS OF CONGRESS RULE.

  • @msdadsfsx

    @msdadsfsx

    15 күн бұрын

    it will rise 2000000 points on june 4

  • @kunti_putra

    @kunti_putra

    15 күн бұрын

    it will rise 200000000 points on june 4.

  • @MP-gw2ek

    @MP-gw2ek

    15 күн бұрын

    @@msdadsfsx what a childish comment. you are the imbecile child, in case you missed the obvious insult.

  • @Hussain_Ahmed_Ali

    @Hussain_Ahmed_Ali

    15 күн бұрын

    @@msdadsfsx Pray to your hoor supplier God so that it doesn't happen. After all you piddis will lose your job.

  • @sankalp6872
    @sankalp687216 күн бұрын

    It's a long election season, so heightened volatility is expected. The BJP sympathisers need to get over the ghost of 2003 fears. BJP voters are unlikely to abandon the party even if many might have reasons to be disappointed with the party given its idiotic deals with many nefarious characters for "400 paar". Personally, I think pundits missing wave will witness a Ayoydhya Tsunami on June 4. During my constituency polling, I saw BJP machinery active and running with coolers, transport and even beverages for voters while the INC booth did not even put a shed for its voters. Of course, nothing is guaranteed and INC has actually put up a strategy (good or bad will be known on June 4) but it simply lacks the logistics to pull it off. The only way BJP will lose if people decide to VOTE OUT MODI (not equal to VOTE FOR RAHUL). The fact that Rahul is not seen as the PM candidate is actually helping the INDIA alliance. However, it is still a India vs Zimbabwe match with BJP being India (Note: Zimbabwe has won 10 ODIs against India).

  • @cyk2668

    @cyk2668

    16 күн бұрын

    Yeah... Who cares about the country or its people? It's all about 400 paar. People can go to hell as long as the king gets his throne back.

  • @sankalp6872

    @sankalp6872

    16 күн бұрын

    @@cyk2668 Prince Pappu is trying for the 3rd time. In the event of yet another failure, Rahul will automatically get a 4th and later even 5th, 6th Chance followed by Priyanka Gandhi's kids. That's a true monarchy but of course, who cares about the country? Just remain BLIND.

  • @drishtcg

    @drishtcg

    16 күн бұрын

    @@cyk2668 The alternate is even worse you dumbwit...Its choosing the bad among the worse

  • @venkat67890

    @venkat67890

    16 күн бұрын

    ​@@cyk2668 People cares about the country so they are voting for BJP and NDA. BJP wanted bigger mandate because they have done things for the people and they wanted to do good things for the people in the future and to stop some bad plans of opposition may be they are asking for 400 seats. In majority of the sectors BJP has done a lot better job than any other government India has seen after Independence. Vote for BJP Vote for Development

  • @tvpuram

    @tvpuram

    16 күн бұрын

    ​@@venkat67890hey bhakth, even if you don't discount organic growth , India in 2024 is worse than india in 2014

  • @aryandixit229
    @aryandixit22916 күн бұрын

    This speculation is all hawa. There is no difference between this and 5 years back. And the main takeaway here is that the markets do not want Congress or the dot dot alliance and do not like the increased competition coming from the opposition, which has improved their campaign by offering more lollipops and false promises but these do not resonate with people anymore who think about the long-term and are aware of what happened in Sri Lanka and Pakistan. People rejected NYAY last time and this time they will reject all the unrealistic promises of giving more government jobs than the government can afford or wealth redistribution in favour of realistic plans like increasing startups and entrepreneurship and getting investments and money through infrastructure so people can actually dream big instead of settling for the typical.

  • @mayankkumar2071

    @mayankkumar2071

    15 күн бұрын

    😊😊😊😊😊😅😊😊😊

  • @Devmew000

    @Devmew000

    15 күн бұрын

    Is this right? Make in India=Jobs in India

  • @tapemaj
    @tapemaj16 күн бұрын

    Extremely eloquent Nirmala Sitharaman and S. Jaishankar too . Completely agree . Stock market volatility is a way of life .

  • @sankalp6872

    @sankalp6872

    16 күн бұрын

    The length of the election is taking toll on the markets. Too many moving parts and lightning speed political developments headlines can make even the most seasoned investors nervous. Also, Congress promises of a never-to-be-achieved socialist utopia are further fueling fears. Best thing is to wait for June 4.

  • @raghuvirkhanna7636

    @raghuvirkhanna7636

    14 күн бұрын

    Jnu products

  • @tapemaj

    @tapemaj

    14 күн бұрын

    @@raghuvirkhanna7636Indeed !! Quite true .

  • @HeartistMurali

    @HeartistMurali

    12 күн бұрын

    They are extremely dumb....

  • @mpnikhil
    @mpnikhil15 күн бұрын

    What volatility? 1-2% fluctuation for a richly valued market is volatility? Ridiculous. Those who think that this is too much should stick to FDs. Modi 3.0 is already priced in.

  • @nikunjsaboo91

    @nikunjsaboo91

    15 күн бұрын

    Intelligent people(i include myself) love such a market. Easiest money you can make on F&O and also buy certain shares in the equity market which have fallen because of so called volatility.

  • @ish3619

    @ish3619

    15 күн бұрын

    Literally there’s been what a 4% drop in sensex ? Foreign funds are taking a bit of profit , because valuations are so stretched. The vol is also lower than before 19 and 14 elections. The market jitters is over whether it’s 300 or 280 not whether the BJP will win or lose lol.

  • @nikunjsaboo91

    @nikunjsaboo91

    15 күн бұрын

    @@ish3619 4% in which world? And nobody cares about sensex lol

  • @raghuvirkhanna7636

    @raghuvirkhanna7636

    14 күн бұрын

    Markey is reacting to the negative campaign by modi. His bizarre statements have spooked everyone who thought modi 3.0 is a sealed deal

  • @pichumanisankar2617
    @pichumanisankar261716 күн бұрын

    1:07 - SG invested in Franklin Templeton Mutual Funds?😂.

  • @VarunStream

    @VarunStream

    15 күн бұрын

    😂

  • @pradeepsudarshan6117
    @pradeepsudarshan611716 күн бұрын

    At 10:45 the volatility did not go down to zero. It went down to 10 which is the lowest value shown on the graph.

  • @abhyam
    @abhyam16 күн бұрын

    I think politicians are more concerned now because there has been huge domestic investments in Indian markets in last 3-4 years with a huge number of net new retail investors. Earlier, it was big players were the sufferers.

  • @rajbaniwal3236
    @rajbaniwal323616 күн бұрын

    What kind of analysis is this? If, and truly so, VIX Index doesn’t mean anything at all. Then why make a video on it and only cite BJP Ministers who are saying it doesn’t matter at all. Shekhar ji, you should have been asking why INDI Alliance are making this an issue and debunk them. But what you did was, “VIX and this is what BJP is saying”, while saying you know nothing about Stock Market, but also BJP is nervous about it? Come on.

  • @arjunps6776
    @arjunps677615 күн бұрын

    All the volatility is due to the anxiety caused by a six week election. Those talking of 'One Nation, One Election' should instead think about holding elections in two weeks. If Assembly and Parliament elections are held at the same time, we may have the voting for three months.

  • @surajraika9245

    @surajraika9245

    15 күн бұрын

    WOW WHAT a GREAT LOGIC

  • @head_scratch

    @head_scratch

    15 күн бұрын

    I don't remember a time when a single state was divided into 7 phases! And ECI fumbling for voter turnout data

  • @RajDhana586

    @RajDhana586

    15 күн бұрын

    Dude, even one nation, one election becomes reality, elections will take same six+ weeks to complete. I don't know how you decide on these numbers. Look at states where both assemply and general elections are concluded.

  • @gtmashok

    @gtmashok

    14 күн бұрын

    @@RajDhana586 It's two different problems we're mixing up. The 6+ week election process is due to logistics of conducting elections across such a diverse geography (though some say it's to benefit the ruling party). I think shortening to 3-4 weeks is do-able as infra and connectivity have improved. The 'One Nation, One Election' proposal is to ensure we have smooth policy making, less polarization, and less disruption (due to MCC) on governance due to elections every 5-6 months.

  • @SuvojitChattopadhyay
    @SuvojitChattopadhyay16 күн бұрын

    Nirmala Sitharaman scowling at everyone around is not eloquence

  • @ppg9999

    @ppg9999

    16 күн бұрын

    What to expect from godi media

  • @ravishingravi

    @ravishingravi

    15 күн бұрын

    Yes that should be mani shankar aiyar

  • @ravishankar4978

    @ravishankar4978

    15 күн бұрын

    Only didi is most eloquent along with raga, pitroda , mani Shankar , kharge

  • @head_scratch

    @head_scratch

    15 күн бұрын

    Infact this is the first time she let someone pass the 'govt earns more than broker' without hitting out at that person. They are worried!

  • @ckjaidev
    @ckjaidev15 күн бұрын

    Nirmala Sitharaman is about the most ignorant FMs we have had. Questions regarding excessive taxation and PSU divestment are par for the course and she should have anticipated them and prepared stock answers - the bare minimum expected of a thinking person. Instead she chose to dodge them with some inane response. And you call her eloquent? Eloquence is when you can think and your speech reflects that thinking in a fluid manner.

  • @GururajBN

    @GururajBN

    15 күн бұрын

    Oh, Bro! Probably, she is not all that dumb and incompetent. In 2019, I would have agreed with you. But she has managed the economy of the country during the pandemic, and look post-pandemic, where Indian economy now is! Her abrasiveness puts everyone off.

  • @rijzone

    @rijzone

    15 күн бұрын

    @@GururajBN She has no say in any economic policy whatsoever. None of the ministry except Road has anything to do except formalities.

  • @sreenathgopinathan4002

    @sreenathgopinathan4002

    15 күн бұрын

    Nirmala madam is managing well. She has done equally well when compared to her predecessor, Late Shri Arun Jaitley However, Arun Jaitley Sir chose not to speak out the inconvenient truths, Nirmala madam is quite unashamed in speaking ugly truths

  • @nomulahemanth3109

    @nomulahemanth3109

    14 күн бұрын

    ​@@rijzoneSo are you Saying That Mr Modi Controls Every Aspect of Every Portfolio and Is the ONLY MAN Behind All the Rapid Growth in almost Every sector Of the Economy

  • @ckjaidev

    @ckjaidev

    14 күн бұрын

    @@nomulahemanth3109 : Yes. His office controls everything. And as for rapid growth fake news please make inferences from the Asian Paints CEO today. Also, base year is being changed to obfuscate comparisons. This narrative of rapid growth is pure rubbish

  • @kunti_putra
    @kunti_putra15 күн бұрын

    Both BSE and NSE have started removing the roof of their building, because on June 4, market will shoot through the roof!

  • @prakashpai1383
    @prakashpai138315 күн бұрын

    You ground us to boredom. Keep your talks exciting. You tend to grind so much with data and your stories that we tend to move away.

  • @rijzone

    @rijzone

    15 күн бұрын

    That is why we watch it. There are plenty of shows out there to your liking go and watch them don't complain here.

  • @skkaushik7326
    @skkaushik732616 күн бұрын

    Sir, I listened to you for the first time in 1X and sitting on Jupiter (the new u____s), I have no idea why did I ever not listen to you on 1X (default speed in my KZread is 2X) before??? You speak soooo much sense; not only with words, but the intonation of your word, is amazing!!

  • @MadeInAndhra-rk5mw

    @MadeInAndhra-rk5mw

    15 күн бұрын

    Well said - I am least interested in politics and left India in 2007 - I just learn about politics just to listen to SG! Rest I have clarity every place certain culture and commitment and that is more than enough to drive us ahead and India is moving ahead anyway

  • @bakuleshantani7431
    @bakuleshantani743116 күн бұрын

    Congress manifesto promises are “spend” promises wherein even if one promise is implemented,it will derail the economy and the market. Investors have vested interest in not voting for Congress,else they will see big time loss in their portfolio.

  • @lalit780

    @lalit780

    15 күн бұрын

    This "Spend" economy will be far better than purchasing 450 CR Raffle for Rs 1500 CR we should call it as "Purchase" economy 😂😂😂

  • @nomulahemanth3109

    @nomulahemanth3109

    14 күн бұрын

    ​​​@@lalit780If every Rafale Costs ₹ 450 Cr then why would France order 42 Rafales for $ 5.5 Billion Dollars or ₹ 1000+ Cr per piece, Egypt order 30 rafale for $ 4.5 Billion Dollars,Each Country is ordering with Different Specifics and IAF had the Highest no of Advanced things to be Equipped on Those Planes,Hence More Money per Plane, Also Talk about 2G Scam,Coal Scam,Adarsh Scam, Commonwealth Scam,Bank NPA Scam,Phone Banking Scams,Augusta Westland Scam etc etc Cry Chamchas

  • @raghuvirkhanna7636

    @raghuvirkhanna7636

    14 күн бұрын

    A bit of basic understanding of economics will stop you from talking this type of nonsense

  • @bakuleshantani7431

    @bakuleshantani7431

    14 күн бұрын

    Yes,I still need to learn a lot beyond PG in economics.

  • @randomrendered1856
    @randomrendered185616 күн бұрын

    Mutual funds are subject to market risk please read all the scheme related documents carefully!

  • @crusaderindia
    @crusaderindia14 күн бұрын

    Shekhar Ji, although I agree with your analysis, the explanation is even simpler. India VIX or the volatility index is an implied/derived number which is calculated by bid and ask price of Nifty options. During elections a lot of speculators enter the market and start buying options on either side (essentially a bet that a market will go up or down). Since there are more buyers than sellers, the price of the option increases and hence the Volatility index. Even fundamental investors would have bought options either to hedge or to simply speculate. We need to not just look at VIX but also the volume of options being traded for the month in question.

  • @randelrodrigues628
    @randelrodrigues62816 күн бұрын

    Actually in previous elections in 2014 and 2019,the VIX had shot up to upto 35.But unusually for this election the VIX had been around 10-15 until the start of election when it had gone up due to the Satta Bazaar speculation regarding the odds of BJP forming a strong government with 2/3 majority. What spooked the markets is the Foreign Institutional Investor selling after the starting of the election is slightly higher than normal.Although such instances have happened in the past, retail investors got alerted in the Futures and Options markets leading to this increase in VIX.

  • @tarakumarshah9777
    @tarakumarshah977715 күн бұрын

    Winded and repetitive please have some more fizz in your discussion by getting a cross section experts , and having a more compact discussion. This is after all a finance matter and an experts domain like defence .

  • @yashchandkatoch1408
    @yashchandkatoch140815 күн бұрын

    PSUs are the backbone of the economy and a key policy instrument. They are performing well and earning profits. It would be dangerous for India to completely privatise PSUs. Investors are only interested in their personal gains, while on the other hand government has to look after the aspirations 1.4 billion Indians. PSUs are very important for Atmanirbhar Bharat and Viksit Bharat. For eg CSL has successfully made indigenous hydrogen vessel and aircraft carrier.

  • @syrss7510
    @syrss751014 күн бұрын

    Wah Godi FII's have been Net sellers for last 4months. Vix at 20 is normal then Temp at 105F is normal. Godi is trying to defend and loose it's credibility further

  • @shaun13153
    @shaun1315315 күн бұрын

    FII making great effort to pull the market down in the last fortnight of the elections... They have been net sellers for the eight out of ten Modi government years... Perhaps this is a desperate effort by international forums to pressurize Modi govt and voters... DIIs have been investing more than what FIIs have been selling, hence keeping markets UP... Hope they continue doing that..... Cheers to our growing economy and markets..!!

  • @saipramod896
    @saipramod89611 күн бұрын

    Thank you shekar sir...for your insightful information

  • @user-nn2bm9po5n
    @user-nn2bm9po5n15 күн бұрын

    Yours is a very balanced and mature presentation. But, please understand that the investors are also maha-spooked by the dire predictions of the FM's husband. The wife says 'it is heavenly boom' while the husband warns of "sheer gloom and doom." And, they still live under the same roof! Who should the investor believe?

  • @ravishingravi

    @ravishingravi

    15 күн бұрын

    Sounds like BS. Husband is not a part of govt or anyone who is on the ballot. Why should investors care ?

  • @PanakaluPoonakam

    @PanakaluPoonakam

    15 күн бұрын

    Do you know anything about Amit Shah's wife's opinion on internal security of India? It might spook you. Cheers!

  • @swassam
    @swassam15 күн бұрын

    Important to talk about how India vix is calculated, it is a process of using black and scholes model, using datapoints on options, contracts etc.. this means the traders are speculating on both sides - this is % of change expected in nifty.. best bid and ask quotes of the out-of-the-money..

  • @rajbaniwal3236
    @rajbaniwal323616 күн бұрын

    So all the questions that were asked of the FM, we didn’t hear the question and also not the answer?

  • @parthdubey429
    @parthdubey42916 күн бұрын

    Great episode SG

  • @user-my5qp1nm2d
    @user-my5qp1nm2d15 күн бұрын

    Pre-election Indian markets have always been equally or more volatile than this time. Just check the past records. The same is true for most markets the world over. It is not new this time and it is not unique to this country. Amit Shah Ji is not a market expert. He was asked question and he had to reply. Governemtn didn't deploy any minister for this. They were asked questions on this topic apart from tons of other questions but media picked up this question only out several other questions out of long discussions.

  • @AjithPrasadEdassery
    @AjithPrasadEdassery15 күн бұрын

    VIX usually go up to 30s and 40s during election time. Nothing to DeClutter here...

  • @AmitGupta-id9kc
    @AmitGupta-id9kc15 күн бұрын

    This is the problem when a journalist tries to become expert on everything under the sun😂😂😂. Nifty is hardly 3% off the all time highs and he is saying investors are nervous😂😂😂.

  • @kedarmunshi2936
    @kedarmunshi293615 күн бұрын

    Excellent broad based talk on the topic !

  • @sumantc4419
    @sumantc441915 күн бұрын

    Growing pains for a growth country. Just a process of maturation for a stock market. Let it play out. Valuable lessons will be learned.

  • @Crowka274
    @Crowka27416 күн бұрын

    SG is Speculating.

  • @Sukki1992
    @Sukki199216 күн бұрын

    Hello, when will you talk about all the fiasco from Varanasi? There should be some cutting the clutter over there? Some coverage.

  • @sprashere
    @sprashere15 күн бұрын

    What fragility? We are almost at all time highs!!!

  • @Drganguli
    @Drganguli16 күн бұрын

    A split verdict and another united front v p singh type government is scary. Things will clear up on June 4

  • @Abhi-tb5ww
    @Abhi-tb5ww16 күн бұрын

    Time to buy

  • @ms_99
    @ms_9912 күн бұрын

    00:03 Modi ministers trying to restore calm in markets 02:27 The government is assuring no big shocks and claims a larger majority in power. 04:57 Efforts to reassure the markets amidst perceived market volatility 07:21 Market volatility surged due to COVID-19 lockdown in India and globally. 09:38 Market volatility influenced by election predictions 11:49 Market volatility due to election speculation 14:08 Market volatility linked to elections and government stability. 16:32 Hedge funds making money from young Indian day traders 18:23 Market concerns about the decline of the rupee vis-à-vis the dollar and tax-related complaints. 20:20 Discussion on the performance of Indian PSU index and government's approach to divestment. 22:25 Modi ministers address market volatility

  • @SkSingh-tu8un
    @SkSingh-tu8un15 күн бұрын

    Basically the feeling is 270 plus/minus 30.. it is the minus which is sending shares into red zone one day and plus 30 which is sending shares into green zone the next day

  • @vaibhav9981
    @vaibhav998115 күн бұрын

    My take on Modi govt concern on vix has nothing to do with concern to public or co-operate, there only concern is on gaining power, rising vix may trigger funding to opposition as they are very well fed they can only win if they succeed in freezing cash flow to others

  • @neelabh1745
    @neelabh174514 күн бұрын

    Is a stable government being defined as “not changing”? Or does it mean a government that doesn’t just go out on a whim and change every name, system and currency?

  • @GururajBN
    @GururajBN15 күн бұрын

    There is a lot of intra-day volatility. This hurts intra-day players and F & O traders. But, during the last one month, NIFTY has been range bound between 21800 to 22400. This is a little less than 3%. Overall, the market is quite healthy. A short while back today, NIFTY touched 22400. But around 1 pm, it had fallen below 22100. This intra-day fluctuation bothers the traders. But, investors are not unduly worried. As far as disinvestment is concerned, having lost shiploads of money through the PSUs, why should the government now disinvest, when they are performing at their peak and giving huge value addition and dividends. Disinvestment need not be done for its own sake.

  • @Sumitdasgupta2
    @Sumitdasgupta216 күн бұрын

    I have been a greatest fan of yours for years …after this episode though, I have to start wondering… this particular episode appears to smack of influences..the right thing would have been a counter view to the spokespersons that were presented … and the indices comparison needs to be an apple to apple in my view .. I have a lot of respect for you, your brand of journalism and I have always been promoting your channel … now, I will have to start wondering as I said. In an election time, this episode, as couched and caveated as it was …just makes me doubt and feel despondent of independence of journalism. Let the markets do what it feels, let it, in my view, independently decide, rather than the Print trying to give an opinion on the way it did in this episode. Markets were never your best foot …after this, my opinion is, don’t try hereafter, especially in the current environment. Allow me to continue to be your fan, please.

  • @sanjaysaksena619
    @sanjaysaksena61911 күн бұрын

    It is the government that is the biggest beneficiary of the markets. Ours must surely be one of the most highly taxed equity markets in the world.

  • @msquare5979
    @msquare59797 күн бұрын

    😂 I too often don't read the market documents carefully.

  • @flamos44
    @flamos4416 күн бұрын

    It’s not India elections jeez the issue is volatility I. Ukraine Red Sea sinking is consumer bad economic data etc that’s real cause

  • @bangaloreprasad9755
    @bangaloreprasad975515 күн бұрын

    How does stock market or anyone know about results?, these are all confidential....till June 4 no one can predict.....reasons are plenty for market to go up and down

  • @jayantabsarma
    @jayantabsarma15 күн бұрын

    Getting more cluttered. Please make it sharp and concise. Message get lost in unnecessary details.

  • @GaneshGuptaAssam
    @GaneshGuptaAssam14 күн бұрын

    Volatility indicates the likely volatility the results are going to have.

  • @aosemjamir4350
    @aosemjamir435015 күн бұрын

    When they say buy before 4th. Better sell before 4th.

  • @hirenbafna
    @hirenbafna15 күн бұрын

    The anxiety is because of the kind of promises made by the opposition. UPA was a lost decade where hardly any reform took place. If there was a sensible economic program put up then they would have had a better chance. As for the BJP it can lose very badly or it can just fall short of 272 mark or just go above 272 or they can get a thumping majority. So many possibilities. The INC the main challenger is not even contesting 400 seats. If I consider their historical hit ration of 35% then they will may touch 100 seats. How stable will such a government be? One thing is I am sure in the near future the electricity will be free till 200 units minimum. A bad idea will be made worse by politics.

  • @raghuvirkhanna7636

    @raghuvirkhanna7636

    14 күн бұрын

    Most economists agree that the Indian economy did better under the UPA. Today we had the Asian paints CEO say he doesn't understand how we are computing GDP data now as they don't reflect the core sectors pain

  • @hirenbafna

    @hirenbafna

    14 күн бұрын

    @@raghuvirkhanna7636 UPA1 got lucky as the rising tide from 2002/3/4 pushed up the growth & then the reckless loosening in 2008 caused inflation.

  • @raghuvirkhanna7636

    @raghuvirkhanna7636

    14 күн бұрын

    @@hirenbafna just check inflation now..talk to people around you ..ache din was with upa

  • @hirenbafna

    @hirenbafna

    13 күн бұрын

    @@raghuvirkhanna7636 I have my opinion on this & you have yours. So be it. I feel UPA got plain lucky that the heavy lifting done by previous government helped them. There are many things which can be pointed out. For EG. UPA completely wound up the disinvestment program. Since then, it has been that way. Even the privatisation of AI happened because there was no way. The best investment made by ABV government was Strategic sale of BALCO, Hindustan Zinc, VSNL, Moden Bakery. UPA could have done much better had the PMs post were not to have got undermined. It was clearly a lost decade as far as the reforms are concerned.

  • @va8085
    @va808516 күн бұрын

    BJP alone is getting 305-325 seats conservatively. NDA at 365+ Rest of the noise is propaganda.

  • @sleepingduty2987

    @sleepingduty2987

    16 күн бұрын

    find the difference between noise and propaganda, idiot.

  • @ppg9999

    @ppg9999

    16 күн бұрын

    Bjp will get 450

  • @head_scratch

    @head_scratch

    15 күн бұрын

    This is also propaganda, set by Modi himself & amplified by noisy channels. If we trust ECI and voters we should wait for counting day

  • @BaljeetSingh-0718

    @BaljeetSingh-0718

    15 күн бұрын

    ​@@head_scratch When we write an exam we always expect a particular Benchmark, just after we have wrote the exam we already know how much we'll score. So its very much okay to have a number in my your mind.

  • @AmitGupta-id9kc
    @AmitGupta-id9kc15 күн бұрын

    Mark my words, Nifty and sensex both will make new all time high in the next 5-7 days and will you apologise then for making mountain out of mole?😂😂😂😂

  • @PrithiviAnand
    @PrithiviAnand15 күн бұрын

    @theprint @SG 24th April is when Modi started his deeply communal speeches.

  • @eudee21
    @eudee2115 күн бұрын

    It's a pity that nobody asked her about the Hindenberg report and subsequent investigation by SEBI.

  • @skkaushik7326
    @skkaushik732616 күн бұрын

    Now that we are talking about it, I'll tell you what the problem with VIX is:- It's calculated from the pricing of Options and Futures! This calculation works pretty well in matured markets since the assumption is that options markets are as near-perfect markets as possible. In India, you sell your used chappal with a promise that your profits in F&O market will increase!! Here, how do you expect options price to reflect the correct price?? But SEBI is baby!! Everyone is copying the West and relaxing about it!!

  • @kamaal2kamaal
    @kamaal2kamaal14 күн бұрын

    There is no pre election rally in market, but on contrary owing to low turnout and some prive exit poll indcated the BJP is not going to get the clear majority. It was the time when market nose diving and ViX shooting up.

  • @nationfirst879
    @nationfirst87916 күн бұрын

    Similar happened in 2019

  • @may4u310
    @may4u31013 күн бұрын

    Iran India deal brought fear of US sanctions. That did not happen.

  • @pratiush1000
    @pratiush100016 күн бұрын

    SG should stop commenting about financial markets and politics. He is wrong at so many levels. Assuming that most of the market investors are BJP voters is so erroneous!

  • @cyk2668

    @cyk2668

    16 күн бұрын

    And what makes you think that you are qualified to comment?

  • @pratiush1000

    @pratiush1000

    15 күн бұрын

    @@cyk2668 Unlike him, I deal in share market.

  • @nitinkapoor4752
    @nitinkapoor475214 күн бұрын

    Nothing is worrying the market than what any major event always does…the markets exist at an equilibrium where the up and down forces match watch other. Nifty is less than 3-4% below it ALL TIME HIGH and that too after having had a great run in last 24 months. My prediction is that Modi will win a spectacular and unprecedented mandate and Nifty would still fall a bit(stabilise to a new base not very low from its current all time High) …and then over next 24 months scale new heights.

  • @abrupanamrab8540
    @abrupanamrab854016 күн бұрын

    No one is talking that " Modi will rule India more than Nehru tenure " if Ramlala wish .

  • @sreenathgopinathan4002

    @sreenathgopinathan4002

    15 күн бұрын

    India became a republic on 26 January 1950 . Before that , she was a dominion of British empire and Nehru , the Prime minister , was under the constitutional monarch, King George VI (Albert Frederick Arthur George; 14 December 1895 - 6 February 1952) , who was the King of the United Kingdom and the Dominions of the British Commonwealth from 11 December 1936 until his death in 1952. Technically speaking, Nehru was PM of republic of India for 14 years and 5 months . If Modi remains PM till 2029, that is definitely longer than the tenure of Prime Minister Nehru

  • @fiantop8
    @fiantop815 күн бұрын

    Why are you not covering about "news click" ?

  • @kannak7870
    @kannak787014 күн бұрын

    My only prayer is to get the leverage back on Futures and Cash, so that retail traders can make some money. IT is very sad, that all of us are pushed into trading the Options which is a devil only a very few understands and WHICH IS ACTUALLY A HEDGING INSTRUMENT NOT A TRADING ONE. Sad sad sad... I lost lot of oney trading Options and I cant imagine how many lost how much in options.

  • @Xmukherjee
    @Xmukherjee15 күн бұрын

    Shekhar Gupta jee: Please stop using words like "Sleeping Partners" . Call it "Silent Partner" or something else.

  • @knowall5792
    @knowall57927 күн бұрын

    The market has already recovered.

  • @ramiahgopalkrishna2024
    @ramiahgopalkrishna202415 күн бұрын

    Investors have vested interest in not voting for Congress is very correct, fact is a very tiny %of the indian electorate invest in the stock market and they're worried about the present and not about 2047.

  • @Xmukherjee
    @Xmukherjee15 күн бұрын

    It is not just the market. It is the individual stocks you buy. Go with the fundamentals. From the comments I see below, they think, stock market is a Casino. Having said that, you can make money on 'momentum trading'.

  • @kamaal2kamaal
    @kamaal2kamaal14 күн бұрын

    Had the FII is of the opinion that this time also BJP will come in power, they would not have become huge sellers. And to counter this HM has to come to support the sentiments

  • @skkaushik7326
    @skkaushik732616 күн бұрын

    But, do you really think that those having the power to move the markets, will get assuaged by mere statements of these three ministers??

  • @sukreth9149
    @sukreth914915 күн бұрын

    I'm a BJP supporter... But when I say BJP is coming back , it's not because of my political leaning,but because of my understanding. Of course there is distress, unemployment ,agrarian crisis, and increasing household inflation. But people don't think voting for the opposition alliance is answer their problems. BJP expecting 400 is too much, but I don't see any reasonable dip from its present tally. For markets, it's a buying opportunity. Especially PSUs. Canara Bank,Union Bank, Midhani, PARAS, GAIL, etc. 2003 result was a fluke. An exception can't be the norm.BJP has lead over Congress is straight fight seats by such huge margins, it need huge huge anti incumbency for people are forced to vote the other side. I don't see any such sentiment. Nirmala Sitharaman is a lady par excellence.

  • @AmitGupta-id9kc
    @AmitGupta-id9kc8 күн бұрын

    Today Indian Stock markets made a new all time high😂😂😂. I told you within 5-7 days...

  • @jayantabsarma
    @jayantabsarma15 күн бұрын

    At the end I fear it will be more cluttered.

  • @user-qd2ho7lp2h
    @user-qd2ho7lp2h16 күн бұрын

    I bought 2000 SBI in 2014...@ nearly 1200...more or less ...it bottomed out to nearly 1000...and then came Modi victory....boom...boom.sbi went to 3000 and split 10:...I still have them...same story repeating...😂😂😂

  • @AmitGupta-id9kc
    @AmitGupta-id9kc15 күн бұрын

    Rising VIX is not at all concern. Large investors hedge big events and buy put options hence VIX rises. Moreover, option sellers wants to make money off this event . Large players already know the result through their surveys that BJP is winning.

  • @RajDhana586
    @RajDhana58615 күн бұрын

    I liked the final tweet by Hedge fund manager than the whole video! Nothing analytical is presented in this video apart from comparing past and current vix.

  • @adityaadi4435
    @adityaadi443515 күн бұрын

    Shekhar explaining why a congress win will cause a blood bath im share market. Or investors made more money under bjp rule. He needs to check congress period share market returned in last 40 years.

  • @AshwaniKumarIITP
    @AshwaniKumarIITP16 күн бұрын

    Big fan Shekhar Ji, please continue the good work !

  • @saviph
    @saviph15 күн бұрын

    Dear ‘Shaik’ Guptha, that’s very audacious of you, stepping in to field of markets..as you said not your expertise! ..and, yet, you tried to find clues to fit your wish & dream ( of Modi loss) in it.. don’t stress yourself so hard, and add more clutter,especially at this age, meditate and prepare yourself to face the reality of storm on June 4th .. good luck

  • @head_scratch

    @head_scratch

    15 күн бұрын

    In the meantime, Modiji is turning blank on his bigotry, going by the latest interviews. Better take notice before insulting people with your nomenclature skills!

  • @basavarajpattanashetty2792
    @basavarajpattanashetty279215 күн бұрын

    Is the next coming govt going to.the super rich and squeeze the money that the govt let them earn in last 20 years

  • @vilsanr9795
    @vilsanr979515 күн бұрын

    Looks like BJP is worried. They deployed Amit shah, Nirmala mam and JS and even SG now😂. They are really worried 😂😂😂

  • @ravishingravi

    @ravishingravi

    15 күн бұрын

    Looks like you are clueless.

  • @AmitGupta-id9kc
    @AmitGupta-id9kc15 күн бұрын

    In 2014, election results came on 16th may but stock markets started rising since feb why? Large players did their surveys and found that BJP is winning the elections.😂😂😂

  • @Sk-cr2bl
    @Sk-cr2bl16 күн бұрын

    Even if my money loss , I would support BJP-RSS....Jay shree Ram 🙏🙏🙏

  • @user-my5qp1nm2d

    @user-my5qp1nm2d

    15 күн бұрын

    You will not loose money in Indian markets.

  • @vherlekar
    @vherlekar15 күн бұрын

    Dear SG, PLEASE tell us why the husband of the FM is squaking around so sure of "Modi losing" when his wife is saying the opposite...!?? "Volatility" begins at home!! 😁

  • @naruto5437
    @naruto543715 күн бұрын

    siharaman eloquent

  • @scientifixx
    @scientifixx15 күн бұрын

    bhai views kamm hore hai

  • @NishV-xm2xx
    @NishV-xm2xx15 күн бұрын

    Typical problem with some people here: - don’t care about abrogation of 370 (only Modi could do it) - don’t care about 5th largest economy (only Modi could do it) - don’t care about end of triple talaq (only Modi could do it) - don’t care about Digital India (only Modi could do it), - don’t care about stable country unlike the 90s that tanked India on the world space (again, only Modi could do it) Maybe some people want the same 50-60 years of Congress government that made India poorer. Shameful.

  • @vaidyasethuraman452
    @vaidyasethuraman45215 күн бұрын

    Let us not worry about markets and give gyan, they are the result and not precesses under our control. And fickle by nature.

  • @mg.f.9023
    @mg.f.902316 күн бұрын

    Russia's amassing $1 billion worth of Indian rupees each month that it's struggling to use.

  • @sankalp6872

    @sankalp6872

    16 күн бұрын

    That's Russia's problem, Abdul. You worry about your declining Pakistani Rupee.

  • @pedababu5075

    @pedababu5075

    16 күн бұрын

    @@sankalp6872 He is actually Abbas, not Abdul 🙂

  • @vijendramohnot348
    @vijendramohnot34815 күн бұрын

    HIgh time COngress need to change its Top leaders. Since a decade they are regularly failing and just inject posion against Modi.

  • @pankajkapoor1216
    @pankajkapoor121615 күн бұрын

    Sorry i dont agree with your analysis...you should compare S&P and other European markets which has stellar returns during this period including China. Please do not make comparison in isolation

  • @azadsingh9887
    @azadsingh988715 күн бұрын

    Market rally has peaked when a political journalist starts covering markets

  • @VarunStream
    @VarunStream15 күн бұрын

    In 10 years, the Sensex has TRIPLED despite Covid and a World War. But Durbari journos see fragility. Bakwas SG. Still tied to the other SG’s (Sonia Gandhi’s) pallu.

  • @family_guy_desi
    @family_guy_desi15 күн бұрын

    In ten years first time I have seen bjp and its supporters so defensive

  • @ravishankar4978

    @ravishankar4978

    15 күн бұрын

    It is only natural after 10 years in office. Good for democracy

  • @sarabjits7679
    @sarabjits767915 күн бұрын

    Why is that we are suddenly having fires : income tax bldg and now bjp office

  • @gouravdamor8001
    @gouravdamor800115 күн бұрын

    Sir again very good episode of CTC. but one more thing, what do you think who'll form the govt. INDIA or BJP ? Mtlb kuch to socha hi hoga aapne ! And is Modi really going to take more than 400 seats ? I don't think so , what's your point of view?

  • @brajeshsingh2391
    @brajeshsingh239116 күн бұрын

    forget the big guns. just look at the way the PM is giving interviews. In less than a week the PM has given 5 interviews. Republic Arnab, Times Now Navika, TV18 Rubika, India TV, and one semi interview to Chitra Tripathi. If you add one small one with Maya Shakil it makes 6. Now he has prepared one big mega interview with India Today because the 6 seem to have not met the desired expectations. That shows how apprehensive BJP is. If indications are it seems there is a sense BJP will fall short of majority in its own though NDA may form govt. That Today the market again sort of corrected. All business TV anchors are trying to calm nerves. Obviously the DIIs are holding the market. Today SEBI gave exemption to LIC from meeting share holding norms for another 3 years indicating LIC will come and buy in the markets. Markets will crack soon.

  • @VipinKumar-kh5bd

    @VipinKumar-kh5bd

    15 күн бұрын

    he did the same in 2019, infact he did one with a wide India Today crew on the Ganga Ghat.

  • @akeshravi9640

    @akeshravi9640

    15 күн бұрын

    Genius.. He has given more intervies than this in 2019 including with Akshay kumar... What non sense are you talking about? 😃

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