Banks NBFCs Rate Cut Aur Sharebazaar?

[@bmtheequitydesk]

Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in --- For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at [phone] or email to [e-mail] ---

[@bipinpatel7960]

Sir apke vison 2030 ka top holding jabse list hua he tabse chala hi nahi aur abhi bhi nahi chal raha jabki rate cut hue he fir bhi aisa kyu apka kya view he is par

[@kunals021]

Comment on chandigarh mayor cheating

[@Pawankumar-gq4mi]

बैंक से लोन लेने जाइए तो उनकी गर्मी देखते बनती है।एक इंश्योरेंस चेप देगा बात ऐसे करेगा जैसे एहसान कर रहा हो।एनबीएफसी वाले रेट ज्यादा लेते है।पर ये नखरे नहीं करते।

[@VinayKumar-jp1ud]

Specially SBI wale

[@aproudhinduindian7412]

​@@VinayKumar-jp1udMost " घटिया " bank.

[@todaysmotivation706]

प्यारे बसंत दादा जी को सुबह का नमस्कार 🙏😊

[@ashishkhurana5387]

02:16 Wrong bol gaye sir. Inflation kam hua ka matlab yeh nahi ki 100 ki cheez 95 hogi. Agar inflation rate 7% se 4% hua toh matlab ki 100 ki cheez agle saal 107 mein nahi 104 mein milegi.

[@prasadcnavale]

pura sun lo... pensioner ki baat ho rahi hai... rate cut hoga toh unko bura lagega kyunki fd pe interest kam milega... par inflation bhi kam hua hai toh net net zero impact...

[@elevateoffice]

Guruji Pranaam. Apka newsletter mila great insights. A thought came to mind "Kuch stocks khudh multi-baggers bante hai aur kuch stocks investors ko multi-beggars banate hai".

[@Money_CA]

Excellent video sir BANK and NFC Ka business model ur economic , interest rate bank ur nbfc business samjh gaye world best teacher ❤❤

[@catarunkumarsoni]

The content of this video is full of wisdom. One who wants to understand the Business model of Bank and NBFC will not find this simple yet effective understanding anywhere else.🎉

[@rmkfranky]

What an INSIGHTFUL video. Sir ONE REQUEST, please ask your team to make separate PLAYLIST of such special topics related videos 🙏🙏🙏🙏 So that it can be revisited later for reference. Thanks for the knowledge sharing. Lots of love😊

[@sukhdeepsc]

Respected Basant Maheshwari ji I do not agree with your example of fixed deposit don't have to worry as prices will get to 95 from 100 due to low inflation it is wrong because. Low inflation means that the prices will rise slowly

[@prawargupta]

Sir with all due respect...Inflation Kam hona matlab price rise Kam hona... Doesn't mean price Kam hona... In your example 100 rs item doesnt become 95rs item. In next year if that item was supposed be available at 107 Rs. It will be available at 105Rs due to less inflation.

[@Admin-badartrader]

Available on telegramss for more tips..

[@bmtheequitydesk]

yes

[@priyanshah3492]

Economy masterclass by Basant Sir❤

[@HareeshK-g3n]

As always a wonderful Sunday session … thanks for explaining the Nitty-Gritty of Rate cut impact on Banks and NBFC’s which even a layman can understand…such is your way of explanation…thanks for explaining the Repo Rate Linked loan and Fixed Rate Loan concept… loved it…🙂

[@maneeshseth6657]

Good evening Basant ji, 25th Sep is my birthday. Need your wishes and blessings! Been watching your channel for past 1 year and I have to credit you with whatever little knowledge I have of stock market. No body told things so clearly in a no nonsense way. Kudos! On a lighter note, that 15 lakh expected 10 years back would have compounded to 50 lakh by now. So we should demand 50 and not 15 lakh😂😂

[@dineshkudache]

Today's session is most powerful and insightful.. Realised the actual way of banking how they work. Need to give them credits for economic growth. Specially RBI control measures are highly appreciated. Kudos Basant sir..

[@SSgaming-jr7vi]

Banks go to RBI for money & borrow at Repo rate. Even after lending, they get refinance from Exim, Nabard or IDBI. It is a zero sum game.

[@HemantKumar-dr8sq]

Today’s video was all over the world, not focused on stock market, it was more of an accounting/macro economics/banking class. Just sharing my personal feedback, and i have learnt a lot from all your videos everyday…. Too much of a discussion on rate cut, Bajaj finance, Nvidia and US markets doesn’t add much value.

[@shrikantwaje6167]

Sir ji impflestiion sirf paper pe hi Kam hua Hai, khane peni ke chijo ke dam bad hi raha hai.

[@sudarshangholap7579]

Mujhe lagta hai saara paisa Gold mein jaa raha hai 😂 Every day hearing Gold hits new High. Are koi toh roko 😢

[@rishitoshmishra5688]

Good morning Sir, Always wishing your video, lifeline for us

[@mohanagrawal777]

Sir sahi bole aaj ka vedio samjh ni aaya

[@ShalSid]

Sir kal ek Bloomberg interview dekha, portfolio analyst was saying " in good times people buy stories in bad times people buy balance sheets" Kya aap is chee ko Indian stocks ke examples se samjha sakte hain? Thanks for all the work you are putting in.

[@chittaranjandas9247]

My father is very upset as he is on the receiving end due to the FD rate cut😢

[@rajatdogra96]

25:00 basant ji giving justification for kotak ads 😂😂

[@amitbhagat4213]

Sir.. kya gyan diya aaj aapne🙏🙏🙏.. Itna deep knowlege hats off to u. One qsn how to see nbfc, banking stocks compared to consume, IT or other stocks..?

[@nileshgorvadiya5833]

Sir, one thing I observed in my city Rajkot, 90% people don't know about interest rate or don't care, person who want to buy Home, car etc they are buying continued from 2020. Nilesh Gorvadiya (Rajkot)

[@sunilk13579]

Excellent.. Superb analysis in the most easiest way.. Thanks a lot.. Today's viewership may surpass all other ones..

[@aniledat2780]

Sir,What will happen in the below 2 scenario. 1. If in current situation RBI does not cut rate. 2. What if RBI increases the rate. Why is it necessary for RBI to cut rates and follow fed

[@RameshGupta-h4m]

Reduction in interest rates affect senior citiizens more than others because amount of deposits is much more than the expenses. So there interest income will come down but savings due to lower inflation would be much less.

[@InvestorBoundary]

It's worth seeing how this interest rate reverse cycle is gonna to impact inflation in an upward direction. How much interest rate cuts will not push inflation to go further high !

[@mmk2044]

Good Morning Basant Sir, Please answer my question. What is special provision to invest from Mauritius . Is there any way to find out the proportion of FII investing from there.

[@vikashbhansali1977]

Sir, this is amazing info, explained in such a simple way, Thx much , awaiting more educational topics like this

[@dhananjoydey185]

Looking good at WHITE SIR JI

[@sree159753]

Sir, should we need to move from small case to large cap stocks...?

[@ApoorvMinakshi]

Sir please take my question, in USA more than 50% of their population invest in share market than how their banks are managing deposit and loan demand? 🙏🏻😊

[@husainarsiwala8579]

Dear Basant Sir, please take my question What is ROIC, return on invested capital? How is it different from ROCE?

[@dhirendrapandey530]

सर ब्याज दर कम होने से लिक्विडिटी बढ़ेगी तो इन्फ्लेशन भी बढ़ेगा न , तो फिर ब्याज पर डिपेंड रहने वालों को डबल धमाका हो गया एक तो ब्याज कम ऊपर से महंगाई ज्यादा

[@chinmaya45]

Sir on 17th Sept 42 Cr shares were sold by Bajaj Finance of Bajaj Housing as per NSE data. Please share your view 🙏🏼

[@yashasvi24]

Sir 30 mins video is a sweet spot... Isse zada diminishing marginal utility ho jata hai... Fan ❤️

[@Bhaskar_Pant]

*Thanks so much for wealth of knowledge, these kind of capsules enrich every Individual : God bless*

[@hiteshmishra4711]

Indian share Bazar ka pesa humesha India mei hi nahi rehta hei sir. FIIs jab India ke share bech ke profit Banati hein tab ye Sara profit India se Bahar chala jata hei.

[@pravinagarwal602]

Otherwise CASA ratio will increase and banks will be benefited

[@hemantpatel5005]

Hello Sir, Kya Gold and Bitcoin me corelation hai...gold upar jana aur Bitcoin niche aa sakta h kya? Thanks

[@vineetjoshi4u]

Good afternoon Basantji. Watching Today's video was like attending an MBA Finance class. Very informative. May God bless you.. Please make a similar video on Lehman brother collapse

[@todaysmotivation706]

Sir जब जब आपकी Video देखता हूँ बांग्लादेश का Wicket जरूर गिरता है - Now Shakib catch by Jaiswal bowled by Ashwin 🏏😊

[@musiclife0222]

Same here litan das gone 😂

[@todaysmotivation706]

@@musiclife0222Basant Sir has a close bond with Cricket 😊😊

[@sanjoy079]

India won

[@todaysmotivation706]

​@@sanjoy079Yeah 🇮🇳😊

[@atulmehta7609]

Namaskar Sir, It was a great video. I had many doubts about current banking sector scenario. They all were solved without asking questions. It shows your teaching skills. 😊

[@yccentertainment.official]

Sir एक बात और बताओ ..अपने देश में food inflation to काफिर हाई चल रा है ग्राउंड लेवल पर अभी भी, ये सरकारी आंकड़े पर विश्वास न करे अगर रेट cut होगा तो आगे क्या होगा अब इसमें?

[@saurabhseth6760]

amazing prospective❤❤❤❤, nobody teaches this kind of analysis... however cutting interest rate really hurts pensioners as 80% of expenses are managed through FD return or similar arrangements, and 80 % of expenses are in medical which never goes down

[@mrinalchandra5849]

That's true, senior citizens are going to be impacted more due to rate cut,, but govt has no option than cutting rate.

[@ankushmestry5322]

Basant sir, Chartist people have been predicting big crash to come this September giving examples of 2007 etc. Since you are among the very few reliable experts of market, could u pls tell us whether to keep investing or to stop and wait for crash?

[@Rajshikari24]

acha he Sunday ko aapka video aata he. varna zindagi viran lagti he

[@manuharsh]

You are a good teacher sir.

[@gauravmaggu]

Sir I am not able to understand this economy. Properties prices are at all time high, inflation is high. How will RBI cut rates ?

[@ninad.a]

“Kharid mat lena bhai” the way this was said impulsively was a bit funny😅

[@kunalchakraborty8239]

Hello Basant Sir, I am following you for last 7-8 years. Purchased and read thoughtful investor in 2017. I really like your stock analysis, market commentary. I am a long term investor. One stock I am holding in portfolio since 2017. Caplin point lab. I have a good conviction on the stock. If possible, can you plz share your view/analysis. Thanks.

[@tusharkantibasak7091]

First like from Kolkata.... We want Justice

[@vishalbhadre178]

Whole india want justice

[@Gaonkibaatsuno]

No hope from CBI?

[@BEACON603]

Thank you Basant sir, for your valuable guidances. just one question if there is less deposit in indian banks . bank will not able to fund industry as a result there may be a slow down in Indian industrial sector.. how US have adressed this issues way back then when US used to be a emerging economy..

[@GirishLalwani-v1s]

Hello Basant Sir, I'm Girish from Delhi and regularly watch your insightful videos, which share valuable information & knowledge in simple terms and are extremely helpful to an investor. My friend (Manu), from Pune, thankfully told me about your channel (he follows too). Please share your thoughts on how one can identify a multibagger stock such as say, a TVS or an Ashok Leyland ? Which financial parameters or chart patterns to look out for ? Thx !

[@nitsarya4608]

Basant Sir , pl take this question monday morning . Your explaination would benefit all. Friday was last Friday of Sept series and normally everyone starts unwinding from current (Sept) series and Oct series rollover . But on Friday we saw rise in future positions and heavy net cash segment purchases by FIi and that was baffling . Example icicibank oi went up 50 percent. is indication of market meltup kind of move to trap retailers at highs . Pass on the baton at peak and music stops ? Thanks

[@TheUltimateTruth111]

Sir rate cut ke bad inflation kam sirf raw material pe hota hai.. Panipuri 15 se 20 aur ab 20 se 25 rs plate huyi hai.. Wo wapas 20 kabhi nahi hogi.. Aisa kyu?

[@adarshprints6605]

Just keep a 2:1 ratio. Example for every Rs. 10 invested in bank stock, deposit Rs. 5 in their FD. Stock will grow and your money.

[@dipakmeshram4190]

Hello Sir, Bangladesh ke crises ka Indian textile company par kya asar hoga.

[@adonis3256]

What is equity capital and when we divide it by face value, do we get the number of listed shares? And how equity capital affects price of the stock?

[@adv.Rahuljain]

Hello sir Is the icici sequrities delisting helps the ICICI Bank revenue. Thanks 🙏

[@jaiprasad7139]

Good morning🌞 sir🌹 nicely elaborate the situation🎉❤thanks🌹🎉🎉🎉

[@vindhyparwat3621]

प्रणाम सर मै विन्ध्य आरा बिहार से BMFSC Subscriber 18 वाँ प्रश्न कितना इंतजार करना पड़ेग। 1.जून2024 मेsubscribe किया है 15% up है।50000₹/month डालता हुं,लेकिन इस महीना रोक लिया है। 2.क्या आप नया small case शुरू कर रहे है और कब तक। 3.मुझे किससे ज्यादा फायदा होगा पुराना वाला से या नया वाला subscription से। 4.500000₹ Dec24 मे extra आनेवाला है।पुराना subscription मे पैसा डालते रहु या नया small case का इंतजार करूं।

[@anandbaheti]

Sir, mai NORWAY gaya tha 2015 me, pls don't do the 1 day "NORWAY in a nutshell" trip, the Fjords are so mesmerizing that when the short trip ends, u feel craving to repeat it. Pls stretch it to 3 days at least. A road trip will be the best. And thanks for the message and autograph on your book.

[@anilgracias]

Very informative. Current and FD money 🙏❤️

[@shrenik007]

FATCA is the problem with using banks savings in stock market

[@chandrashekharindoria4670]

Crypto को डुबोकर अब महाबली ने रथ सारथी ताई के साथ शेयर बाजार की ओर रुख कर लिया है LGTC SGTC बढ़ाकर 2 तीर चल चुके हैं 😂आगे देखो क्या - 2 होता है??

[@dev.7226]

Money can neither be created nor destroyed; rather, it transforms from one form to another.

[@Bini257]

Namaste Sir,may god keep you healthy 🙏

[@Villager_Investor]

Thanks for giving your valuable time sir. Very informative video. Thanks a lot.

[@adityainformation8601]

Voltas, symphony, vguard, Crompton,premier energy, Havells,polycab,titagarh

[@suhailazmi4625]

Hi basant dada you are a noble man with positive energy which I like most . Dada plz your view on senco gold and netweb tech ?

[@dineshagarwal6350]

One of the best video of recent days, without politics ❤

[@Admin-badartrader]

@AdmiBasantMaheshwari

[@Admin-badartrader]

Available on telegramss for more tips..

[@Sachin-bg2gr]

Kotak Bank me technical glitches sabse jyada hoti h,jis din market me crash aata h,us din kotak se demat ne Paisa add nhi hota h,kitne logo ne aisa face kiya?

[@Bhaskar_Pant]

*View points on Data centre industry, a sunrise field will be much appreciated*

[@Admin-badartrader]

Available on telegramss for more tips..

[@bikermustafa90]

I don't think so here issue is taking loan. Problem with our banks is that they don't give you decent interest on FD. Until and unless they don't give 10-12% people will not get back to FD system.

[@ghanshyamdaga1657]

If CASA deposit increases as against term deposit due to shifting of money because of increasing culture of market investment by common man. This is a paradigm shift, banks have to change their strategy of deployment of funds.

[@ajaysingh173]

Sir, my view is like this. Stock market is cosy club where select few make phenomenon amount of money and majority of people make little or no money . Idea behind increasing capital gain tax is step in right direction. why should salaried person be disadvantaged vis a vis person earning stock income. In fact capital gains should be clubbed with business income and taxed at slab rate .

[@mathematicszone7706]

Good morning Sir Thanks for your valuable knowledge sharing and your time. I have one request , whenever you will go to foreign than kindly do outdoor shoot of video.

[@sushrutbhatia7008]

One of your best videos, sir. Thanks a lot.

[@AnjuBaruah-d3l]

Sir, car loan, home loan decline hoga toh fuel consumption down hoga, polution control hoga, road accedent decline hoga, deforestation control hoga. It's not bad.

[@dilip131000]

सर ......sach बोलूं तो आज का ज्ञान सर के ऊपर से निकल गया। हम कक्षा 10 के विद्यार्थी और ज्ञान पीएचडी के स्तर का 😂

[@sakilsakliwala4804]

😅😅 school joint karlo fir se Bhai 😅

[@aj_wuwei]

If interest rate cut happens then the already low fd will go down, so what is the motivation for people to put money in FD? Doesn't it make it even worse thru flight of fd funds to other venues?

[@vishalbhadre178]

safety is the motivation

[@rajbihani3610]

agriculture lands bara ke crops ki production barao tabhi mahangayi kam hogi. Na ki interest rate barane se ya ghatane see. Khaiti-baari koi nahi karna chahata hai. Sabko bina mehnat ka paisa chaye. Government ko kuch aisa karna chaye ki farmers increase ho in the country.

[@KantiJha1]

Guru Ji Pranam, On pg 355 under Bank/NBFC mentioned A lower P/B with a higher Net NPA may not be too different from a higher P/B & a lower net NPA. Investor shd therefore adjust the book value with the net NPA to find the adjusted book value....plz explain

[@nitishradhe9313]

Dear Basant sir, America me to 50 % log stock market me hain to waha banks ko problem nahi hoti?

[@_nandansingh]

Dear sir mera ye question hai ki kya koi compulsion hai ki agar RBI ne rate cut kiya to bank ko bhi intrest rate cut karna hi padega?

[@RajSingh-111]

A great topic take sir Thank u alot❤

[@DRMUKESHINDORIYA]

E=mc^2....could be the easy to remember trading formula.... Whereas 'E' stand for earning growth stocks, 'm' for movements of value &volume, C square for crossover & chartpattern....😂 It would be the great tribute to Albert Einstein...😂

[@vikashkumar-es3zx]

Sir ji NBFC never pass on the benifits of rate cut to old customer...... untill and unless the old customer threatens to move on to other bank to take over the existing loan

[@SolapuriBhau-ak]

Sir , Cash from Operation or cash from investment....Dono me se jyada important konsa he ..for company growth

[@reddyrameswar5496]

Cash from operations- real growth

[@vishalbhadre178]

​@@reddyrameswar5496cash from operation is not related to growth. A company can earn cash from operation for decades when it's de-growing

[@accidentaltrader-h1s]

Sir Namaste from my new tablet . Good day Sarbjit Mankoo 😊🎉

[@rahulvakil1948]

Hi BM sir. On what parameters should we analyse US tech stocks when there is still ambiguity on ROI from AI and its infrastructure? Would it be better to just invest in tech stocks ETF? Thank you ❤️ Love from Australia 🇦🇺

[@DRMUKESHINDORIYA]

Sir U always said EPS growth & PE r double engine of stocks , what about Rerating of stock the triple engine...By rerating of stocks PE expension comes first then EPS growth seems to happen later when stocks already run 4-5times.....no one had a chance to catch the stocks early.... example-" Trent" etc ....kripaya is par kisi din prakash daale !

[@pravah79]

Sir...VFX industry ka scope kaisa hai india me....Aur iss sandarbh me indian stock market pe listed 2 micro cap companies ko kaise dekhen?

[@nebucanazza]

Sir, inflation kam hone se daam kam nahi hote. Only the rate of price increase slows down

[@Gauravkumar-sc2mg]

Sovereign gold bonds n physical gold buying is reason behind low deposit growth

[@sagargandhi26]

Sat shri akaal sir ji, Please bataye what is the ceiling limit as per your understanding of public share holding which qualifies that "everybody cannot be rich at the same time ". I'm your focussed smallcase subscriber, plz plz take my question.

[@LarryCohen188]

Great opportunity missed to discuss fractional banking reserve. Bank simply don’t work like deposit/lending on equal ratio. Regards

[@Admin-badartrader]

Available on telegramss for more tips..

[@rajjiraja]

Sir One win win solutions for all... Instead of creating new Smallcase pls rebalance exiting focus smallcap Smallcase scripts with fresh and more promising scripts at good entry level so Existing subscriber can also put some fresh money and new user can also enter at good level .... It will also help you to manage less no's of smallcase products..... Your views pls...

[@ngopalduari7606]

Please reply sir