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This hour, we continue to monitor the repulsive antiisrael protests on around the country. Last night, far left riotersit in new york city burned an american flag. They also vandalized a worldno war one memorial. Meanwhile, new yorks governor, kathy hochul, was caught on tape saying, well, something downright degradinggradin about African Americans. Were going to play that tape coming Ug Africay Thatp in. As democrats try to demagogue abortion. Well, guesabortions what . Were going to introduce ...

Gurmeet Chadha suggests investments in tier II banks, good NBFCs like Poonawalla UGRO. He discusses impacts on stocks like PFC, REC, IREDA due to RBI norms. Chadha also mentions the excitement around Aadhar IPO and counter cyclical investments in various sectors.

Aditya Arora of Adlytick foresees Nifty correction post-election due to market overvaluation. He says a short-term spike is possible and suggests caution and waiting for trading opportunities. Arora says: "Whatever is the top for the market, from there we see a correction of 1,000 to 4,000 points." He further recommends a Britannia buy for potential outperformance in choppy market conditions.

Deepak Shenoy highlights market volatility driven by global dynamics and regulatory issues. He discusses the potential impacts of RBI norms on power financiers and analyzes Kotak Banks income challenges post-RBI ban, emphasizing the importance of cautious optimism amidst uncertainties.

Sanjiv Bhasin suggests focusing on Marico, Nestle, Hindustan Lever as top FMCG picks, adding Godrej Consumer. Largecap private banks like HDFC, ICICI, Kotak, Axis, IndusInd are recommended amidst various market dynamics and sector-specific opportunities. Bhasin says the wealth effect means real estate is the real play. Along with that, FMCG and IT will now be more defensive with pharma as a constituent for the index till the results.

Anand Sharma discusses the extensive impact of public sector enterprises in various sectors under government control, emphasizing the wide theme of PSU equity with a focus on power, oil, financials, logistics, metals, and mining. Sharma says , PSU equity fund is a thematic fund and should be a smaller part of any investors investable corpus.

Shreyash Devalkar of Axis Mutual Fund discusses the market volatility and potential growth areas like FMCG, private banks, and IT. He emphasizes the importance of monitoring valuations and anticipating a market turnaround for these sectors. He says that most of the volatility at the stock level is based on the result season.

Marico CEO discusses market share dynamics, rural recovery, deflation impact, and strategy focusing on premium segments. The company targets double-digit revenue growth, digital business expansion, and sustainable scale-up of Beardo and Plix portfolios. Gupta says: "We expect the digital business also to get into at least a double-digit EBITDA by FY27 with a 2x times growth and we believe that this business will contribute to, which is now 20%, over the next three years will be 25% of our o...

Sandip Sabharwal advises caution in the market due to uncertain valuations and growth trajectory. He highlights investment opportunities in auto companies, consumer goods, and infra firms amidst global economic shifts and upcoming elections. Sabharwal says: "Post results, Dabur looked like a decent proposition because it has underperformed for so many years and that is one consumer company which is saying that they are releasing growth uptake."

Abneesh Roy from Nuvama Institutional Equities discusses Britannias positive growth outlook despite local competition and tech disruption, while also reflecting on challenges faced by Titan in the jewelry segment and eyewear business.