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.