Embedded Files
DoorDarshan
DoorDarshan
Appearance on DD Sahyadri's Banda Rupaya
In this episode of Banda Rupaya with Swapnil Mahajan and Bhushan Tinekar we discussed the UK CETA and its impact on the Indian Industry - which sectors will benefit in the short and medium term directly and indirectly as well as which sectors or products might face more competition. We discussed the trends evolving from the Q1 results so far and how much can be extrapolated for the full year. We analysed the interest rate environment and possible RBI action. We also discussed the approach retail investors should take while investing in mega IPOs like SBI funds management, NSE and JIO.
In this episode of Banda Rupaya with Shailesh Pethe and Prashant Marathe we discussed the current macro themes influencing the markets viz ongoing US Iran negotiations to end the war, delayed monsoon and its impact on food inflation and the recently announced measures by the Government and RBI to address the INR depreciation, its impact on liquidity and hence the markets. We also discussed the likely positive impact of almost finalised India US trade deal and similar other trade agreements. We briefly discussed the sectors which can be considered as safe bets in the current environment.
In this episode of Banda Rupaya with Swapnil Mahajan we discussed the importance of balancing the welfare expenses and infrastructure investments in a budget and analysed the approach used by Mayor Zohran Mamdani in recently announced New York budget. We also analysed the GDP growth in the light of elevated crude oil prices, demand side and supply side inflation, possible policy response and direction of interest rates.
In this episode of Banda Rupaya with Shailesh Pethe and Swapnil Mahajan we discussed the importance of emergency funds to navigate through the war inflicted volatility in the markets, history of the market reactions to the wars in recent times and extent of post war recovery after about one year and investment approach suitable for such market volatility. We also discussed the re-emergence of Dollar dominance and possible RBI measures in response to the elevated oil prices and Rupee depreciation.
In this episode with Swapnil Mahajan, discussed the measured approach investors need to adopt while making investment decisions in the current volatile market because of ongoing Iran US war. We also discussed the Patil effect which was influencing the markets in general and IT industry in particular before this war broke out.
In this episode of Banda Rupaya, we discussed the trade deals signed with various countries and the effect on a few sectors, RBI monetary policy, effect of increase in STT on arbitrage funds and suitable approach for the retail,investors in this market situation. Shailesh Pethe as host and Prashant Marathe as the co-panelist.
Participated in a panel discussion on Doordarshan Saihyadri channel to analyse the budget 2026-27 immediately after the Finance Minister's budget speech.
First impression of the Budget
https://www.youtubetrimmer.com/view/?v=H3terjZ7v3Q&start=9424&end=9565&loop=0
On infrastructure development of Tier 2 and Tier 3 cities
https://www.youtubetrimmer.com/view/?v=H3terjZ7v3Q&start=9566&end=9733&loop=0
On corporate bonds market, liquidity and interest rates
https://www.youtubetrimmer.com/view/?v=H3terjZ7v3Q&start=11766&end=12096&loop=0
Budget in perspective of Davos 2026 and FTA with EU
https://www.youtubetrimmer.com/view/?v=H3terjZ7v3Q&start=13035&end=13180&loop=0
Full programme including the budget speech of Hon. Finance Minister Ms. Nirmala Sitaraman
https://www.youtube.com/live/H3terjZ7v3Q?si=7IKhhkawmOfj8-wM
In this episode, discussed the Budget expectations, Q3 Results and new Income Tax Act with CA Siddhesh Mayekar and Shailesh Pethe. We analysed the possible influence of forthcoming state elections on the budget, Q3 results in couple of sectors, pre-budget relly and also some details of the new Income Tax Act.
Participated in the first episode of 2026 of Banda Rupaya on Door Darshan Sayhadri Channel with Shailesh Pethe and Vishal Padole, DGM, SEBI. We discussed forty years of Sensex, new technology being developed by SEBI to safeguard the investors' interest and investment approach for ETFs.
Participated in discussion on the factors driving this current Santa Claus rally, retail participation in the markets with related risk management, Fundamentals and Valuations divergence and frequent churning versus benefits of long term investments in diversified mutual funds schemes. Always a pleasure to discuss markets on Door Darshan Sahyadri Channel with Shailesh Pethe and Swapnil Mahajan.
Interesting discussion today with Swapnil Mahajan and Ashish Upganlawar on how retail investors should navigate in the current market situation, importance of longer term investment horizon with emergency funds and impact of the low inflation, interest rate cuts and INR depreciation on the market performance.
Discussed the recent research reports recommending overweight India and the state of IPOs along with the usual market parameters with Swapnil Mahajan and Prashant Marathe.
Very interesting discussion today with Shailesh Pethe and Prashant Marathe on the market direction and FPI activity after Q2 results, SEBI consultation paper on Comprehensive Revie of Mutual Funds Regulations and proposed changes in weightages of the Banking Sector Indices to limit the concentration risk and Risk Adjusted Returns and market cap wise portfolio allocations in mutual funds.
It was a very good discussion today with SEBI CGM and NISM Registrar Mrs. Yogita Jadhav and Shailesh Pethe on initiatives taken by NISM on Investor Education, Role of women in the work force to realise the dream of Vikasit Bharat and very exhaustive survey conducted by SEBI on Investor Behaviour and Risk appetite.
Got the opportunity to discuss in today's episode, the current markets, demand supply balance between FII selling, supply from IPOs and DII buying and impact of the GST rationalisation led consumption boom with Swapnil Mahajan and Aditya Welekar
Interesting discussion today with Swapnil Mahajan and Bhushan Tinekar on the current markets situation, opportunity in the bonds markets and new product Specialised Investment Fund (SIF)
Got the opportunity to discuss the consequences of Iran Israel situation on the Indian Markets with Shailesh Pethe and Mandar Pawar.
Another interesting episode of Banda Rupaya today with Shailesh Pethe where we discussed recently announced GDP and GST numbers and what it means for the markets.
Always a pleasure to discuss the markets with Shailesh Pethe on Doordarshan Sahyadri channel. Tried to analyse the near term triggers in his program Banda Rupaya.
Today on Door Darshan Sahyadri I got the opportunity to participate in a discussion on Markets post Trump tarrifs and what approach should the retail investors take.
Today in Banda Rupaya on DD SAHYADRI, I got the opportunity to discuss the Trump tarriffs' effect on India and also how to restructure the portfolio in the light of modified tax rules in the recent budget as well as in the falling interest rates regime.
Analysed the reasons for heavy selling by FPIs over the last 4-5 months and other factors responsible for the recent market selloff in Banda Rupaya on Door Darshan Sahyadri Channel today.
Discussed the current market situation and options for the investors in Banda Rupaya today on Door Darshan Sahyadri Channel.
Page updated
Google Sites
Report abuse