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INVESTOR VIVEK BHARNUKE

INVESTOR VIVEK BHARNUKE

Статистика
@Investorvivekbharnukeфранцузский

Disclaimer: 🔸I Share My Opinion Only For knowledge . It Can Be differentiable. 🔸I'm Not Sebi Registered. 🔸This Channel Is For Knowledge Purpose Only. 🔸Only analysis and knowledge. 🔸Kindly Contact Your Financial Adviser Before Taking Any Trade.

Последний пост
9 авг.
Последнее чтение
14 авг.
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0
Всего постов
20
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французский
В каталоге с
14 авг.
Подписчики
240
мало замеров
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Месяц
 
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20 постов
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к подписчикам
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оценка
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35
1/72трое суток
38

Оценка по просмотрам недавних постов: пост набирает почти всё за первые сутки.

Посты

  • GAIL

  • AUROPHARMA

  • GAIL

  • BAJFINANCE

  • REDINGTON

  • *Union Budget 2026 – Equity Market Impact (Sector-wise Summary)* 1. Derivatives par STT increase (NIFTY Financial Services – Broking & Derivatives segment | Negative) → Trading cost badhne se short-term volumes aur liquidity par pressure. 2. Government Capital Expenditure mein strong increase (NIFTY Infra / NIFTY Capital Goods | Positive) → Infrastructure execution aur project-based industries ko long-term support. 3. Housing & urban development ko indirect push (NIFTY Realty | Positive) → Public spending se housing-linked demand improve hone ki sambhavana. 4. Manufacturing & electronics par policy focus (NIFTY Manufacturing / EMS-linked segments | Positive) → Domestic manufacturing aur value addition ko boost. 5. Textile parks aur sector-specific incentives (NIFTY Textile | Positive) → Capacity expansion aur export competitiveness ke liye favourable. 6. Banking sector ke liye koi major fresh announcement nahi (NIFTY Bank / NIFTY PSU Bank | Neutral to Mild Negative) → Valuation-led consolidation possible after pre-budget rally. 7. Defence spending mein incremental clarity ka absence (NIFTY Defence | Short-term Neutral to Negative) → Expectations ke mukable limited triggers. 8. Income tax structure largely unchanged (NIFTY FMCG / Consumption-led sectors | Neutral) → Consumption demand mein koi immediate acceleration nahi. 9. Foreign investment inflow ke liye aggressive reforms absent (Overall Market / NIFTY 50 | Sentiment Negative) → FII flows short term mein cautious reh sakte hain. 10. Budget day par broader market reaction weak (NIFTY Midcap / NIFTY Smallcap | Short-term Negative) → Stock-specific aur sector rotation based movement expected. *Conclusion :* • Long-term Positive Sectors: NIFTY Infra, NIFTY Capital Goods, Manufacturing-linked indices • Short-term Pressure Areas: Derivatives-linked Financial Services, Mid & Smallcaps • Overall Market View: Budget is growth-oriented, but short-term sentiment cautious.

  • EDELWEISS

  • CESC

  • IDBI

  • TORNTPOWER

  • COALINDIA

  • TATACONSUM

  • HINDCOPPER 269 TO 302

  • RVNL

  • INDUSTOWER

  • BAJAJ CONSUMER

  • BAJAJ CONSUMER