Скачать или смотреть ഡിഫന്‍സ് ഓഹരികള്‍ വാങ്ങാമോ?| Defence Stocks | Market Outlook | Tariff| Dr. V.K. Vijayakumar | Geojit

ഓഹരി വിപണിയിലെ പുതിയ സാഹചര്യങ്ങളെക്കുറിച്ചും, വിദേശ നിക്ഷേപക സ്ഥാപനങ്ങളുടെ വരവ് എങ്ങനെ വിപണിയില്‍ റാലിക്ക് കാരണമാകും എന്നതിനെക്കുറിച്ചും ജിയോജിത് ചീഫ് ഇന്‍വെസ്റ്റ്‌മെന്റ് സ്ട്രാറ്റജിസ്റ്റ് ഡോ.വി.കെ വിജയകുമാര്‍ സംസാരിക്കുന്നു. ഡിഫന്‍സ് ഓഹരികളിലെ നിക്ഷേപ സാധ്യതകളെക്കുറിച്ചും അദ്ദേഹം വിലയിരുത്തുന്നു.


Join Dr. V.K. Vijayakumar, Chief Investment Strategist at Geojit, as he provides a comprehensive analysis of the current market landscape. In this video, he decodes the reasons behind the FII sell-off and discusses what it would take for foreign investors to return, potentially triggering the next market rally. He also offers his expert opinion on the investment prospects of defense stocks and explains how recent geopolitical shifts and India's robust economic growth are shaping the market.

Key discussion points:
0:17 Major shifts in the global political environment
1:00 Impact of Donald Trump's tariff announcement on India-US relations
1:42 US Appeals Court's decision to nullify the tariff proclamation
2:30 Why the Supreme Court's ruling will be crucial
3:00 India's impressive Q1 GDP growth at 7.80%
3:30 How GST rate rationalization can strengthen the economy
3:55 Possibility of achieving 6.5% GDP growth this financial year
4:30 Potential market rally if Foreign Institutional Investors (FIIs) return
4:55 Understanding the reasons behind market volatility and uncertainty
5:12 Evaluating the attractive valuations of defense stocks


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