india తోdeal కి ready అయ్యిన china | market problem solved ?

0:03 Good evening money persons, welcome to Daily Money Show No. 1080. Today on the Daily Money Show, the Maharashtra government has brought a new liquor policy. Let's talk in detail about which liquor stocks will have a positive impact and which liquor stocks will have a negative impact due to this liquor policy . Along with this, let's discuss all the important updates in the market, but before that, let's have a daily workout routine. Yesterday, I walked almost 5 kilometers and also did other workouts for 20 minutes . Share your workout routines in the comments section below and let's quickly discuss all the important updates in the Daily Manish one by one. If you look at the market update first, in today's session, the Sensex rose 123 points to close at 82,515 points, while the Nifty rose 37 points to

0:51 close at 25,141 points. And in today's session, the midcap index corrected by 22%, while the smallcap index corrected by 23% . And Bank Nifty.3% was corrected. And there is some important data that we need to talk about related to our market. Let's talk one by one. First of all, there are ongoing negotiations between India and the US related to a trade deal. You all have an idea, and there is some important news related to this. According to information available through government sources, negotiations were held between India and the US between June 4th and June 10th related to a bilateral trade agreement, and many discussions were held related to digital trade, customs and trade facilitation, and the legal framework. Each and every discussion was very productive . Media platforms are reporting that there is a possibility of a balanced agreement that would benefit both countries, and that further

1:40 negotiations related to this agreement are likely to be held and the initial tranche of the agreement will be concluded soon . So, let's say the initial stage of agreement is reached soon. Various negotiations will continue. Even if those negotiations are successful, if the initial agreement is reached, the market will have a pause on Donald Trump's bullishness. Since that deadline is approaching quickly, even if that deadline is over, if the initial stage of agreement is reached, its impact will not fall on our country. Therefore, we can see this as a positive thing if we are related . In addition, what is the issue that the current market is facing ? What has China done with the ongoing trade war between the US and China? Has it completely blocked exports of rare earth magnets? What will happen with this? Globally, all auto companies are struggling. Even yesterday, we talked about Maruti

2:29 cutting production of their Grand Vitara Eva model, which they were planning to launch, because these rare earth magnets are not coming from China. Every auto company is dependent on China, so obviously all auto companies are struggling . The market remains fearful regarding this issue. Now, there is some positive news related to this . There are reports that the Chinese government is in discussions with India to grant rare earth licenses to our Indian automakers, subject to certain conditions . So, if they sign this license agreement with our Indian auto makers and supply these rare earth magnets to our Indian auto makers, our country is afraid of this, that is, if China stops completely, the auto industry will be affected. If China signs this license with auto companies from our country, it can be seen

3:15 as a big relief for our auto companies . Even in addition to this, the Government of India is also looking to reduce the dependency of these rare earth magnets on China, and the government has started working on this. The government is also taking some steps to involve PSU companies in this rare earth production. Even as part of private sector collaboration, the government is planning to build this completely and also working to bring a PLI scheme in it. Various media platforms are sharing information known through their sources . Initially, our auto industry had discussions with China and signed license agreements related to these rare earth magnets, and after that, our government has already started work. Therefore, if the government had taken steps to speed up this process a little and ensure that its production takes place in India,

4:02 then our dependence on China would be reduced, so that in the future too, we would not have to fear blackmail from China related to this. So, for now, the government needs to work full-fledgedly to not only get temporary relief by reaching agreements with China, but also to bring about a permanent solution. In addition, trade deal- related discussions are taking place between US and Chinese officials, and these discussions appear to be moving forward somewhat positively. Media platforms are reporting that both countries are planning to reduce these trade tensions and are about to reach an agreement . If the trade war situation between China and the US ends quickly, we can see it as a positive for all global economies . If you find the

4:48 video helpful at any point in time, don't forget to like our video, as our team is making efforts to share with you in detail such important information that comes up in the daily market. And also, if this is your first time visiting our Money Purse channel, subscribe to our channel and activate all notifications on the bell icon next to it to follow our interesting videos regularly . We talked about the new liquor policy brought by the Maharashtra government in the next intro. With this announcement from the Maharashtra government yesterday, we saw a lot of pressure in most of the liquor stocks in today's session, like United Spirits, Tilak Nagar Industries. Now, if the policy brought by this government is going to have an impact on some stocks, then it will play positively if some stocks do not . Let us now discuss in detail what this policy is and which stocks it covers. Actually, the

5:34 Maharashtra government announced that it was increasing the excise duty on liquor. This will generate revenue of up to Rs 14,000 crores for the Maharashtra government every year, and the government is ready to use this generated revenue for various welfare schemes. Let's take a look at how much the cost of liquor will increase due to the newly introduced policy, i.e. the excise duty increase . If we look at the minimum retail price of a 180 ml bottle, the country liquor was previously ₹70, but now due to the new policy its price has increased to ₹80, and the price of Indian-made foreign liquor, which was previously ₹110 for a 180 ml bottle, has now increased to ₹205 . If you look at the price of the same premium foreign liquor brand, previously it was ₹210 for a 180 ml bottle, but now it has increased to ₹360. So

6:19 where is the major impact occurring? We can understand that this impact is going to be on the liquor brands, whatever these premium liquors are . That is why stocks like United Spirits and Tilak Nagar Industries were under a lot of pressure. No, even though liquor prices have increased so much, if we look at the country liquor prices, there is not much variation . What generally happens after premium liquor prices increase so much is that most people are likely to prefer to buy whatever liquor is available at a lower price, so country liquor sales are likely to increase significantly. If sales of this country liquor increase, GM Breweries, a Maharashtra-based company, will benefit. That's why we saw such positive momentum in GM Brewery stock in today's session . And along with this, the Maharashtra government has exempted beer and wine from the excise duty hike

7:05 . This means that wine manufacturing companies like Sula Vineyards, which is based in Maharashtra, are also going to benefit. That's why we also saw positive momentum in Sula Vineyards stock . In addition to this, they have also approved a new category of Maharashtra Made Liquor . This Maharashtra-made liquor was mentioned in the policy, stating that Maharashtra-based liquor manufacturers should register it with new brand names and produce this liquor. So we can understand that Maharashtra-based liquor companies are going to benefit overall from this new policy . Next, let's discuss the IA stock that showed a lot of pressure during today's session . Actually, if you remember, there

7:52 was news a long time ago that the Government of India was trying to introduce market coupling related to these power exchanges. At the time of that news, we saw a lot of pressure in the IA stock. But recently, we have seen some positive activities, i.e., they are launching power derivatives, and since IA is also benefiting from that, we have seen positive momentum in the IA stock. EvenSC is also looking to launch these power derivatives. There is news that they may get SEBI approval soon . If all of this had happened, it would have been positive for ISIS. However, now again, news related to this market coupling has come in today's session . Before discussing today's news, let me explain this market coupling in a simple way for those who don't know . Suppose that once market coupling is introduced, the same price discovery occurs across all power exchanges. So, suppose someone wanted to purchase this power when the price is the same in all power exchanges, then

8:37 why should they buy it through iA? They can buy it through any power exchange, right? The price is the same in all power exchanges . What are the benefits I get if I buy from you ? Since there is a possibility that I can buy from anyone, there is a risk that IAs will lose market share due to it, which is why we see pressure on IS whenever news comes that this market coupling will be introduced . Now, the news that came out in today's session is that the Power Minister will soon be holding consultations with stakeholders about the benefits of this market coupling . If these consultations are conducted, if it is felt that uniform price discovery will benefit all power exchanges and everyone, that is, users, will benefit from this, then this market coupling can be introduced. If this market coupling is introduced, there is an opportunity to buy power from various power exchangers, not only through IA, but also through HEPX and other power exchanges.

9:27 Therefore, we saw pressure in IA stock again in today's session due to the fear that IA's market share will decrease. Actually, this market coupling pressure on IS has been ongoing for a long time . Previously, they had almost a monopoly in this segment, but after the arrival of other power exchanges, they thought that they would lose their market share, but still, there has not been much impact on their market share. However, if market coupling is introduced, it will definitely have an impact on them, so we will see pressure in the stock . It would be good if the government would introduce a clear-cut statement on whether this market coupling will be introduced or not to relieve this pressure on Now IX. For almost a year now, news has been circulating related to this market coupling, but the process related to it has not progressed and has not been stopped. This news

10:13 comes up occasionally. Whenever this news comes out, there is pressure on the stock. And whatever that overhang on the stock is, it continues to be that way. It remains to be seen whether the government will take any steps related to this soon . Next, our Union Minister of Power and Urban Affairs, Manohar Lal, has commented that the Government of India will soon be trying to control the temperature of the ACs used in your home. Actually, the minimum temperature of the AC we use is up to 16, but we can reduce it, right? Not only the AC we use at home, but even the AC we use in our car, there is a possibility that we can reduce the temperature to almost 17 or 16. But

11:06 he commented that the government will soon look to bring a policy. After this policy is brought, the government will look to bring a rule so that the minimum temperature of the air conditioners we use in our homes, offices, and even cars is 20° and the maximum temperature is 28°. That means no one could lower it below 20°. It is peak summer. If we look at some areas during peak summer, the sun is very hot. Generally, when you turn on the AC immediately after coming home, the temperature does not decrease immediately. So what do many people do? They keep the temperature at 16 for five minutes and then keep it at 16 and then increase the temperature. But if the government brings such a rule, controlling the temperature, that is, reducing it below 20, will not be in our hands. Because even companies can only reduce the temperature to a minimum of 20 degrees, even if these restrictions are imposed on newly manufactured ACs, it will be difficult for anyone to reduce this temperature. Through this rule that the current government is bringing, they are trying to reduce power consumption because the power consumption in our country is increasing day by day, so they are bringing this kind of rule saying that there should be a supply that is adequate for that power consumption

11:52 . What do you think about the government's desire to take control of the devices we use, whether in our homes or cars? What is your opinion? Is this correct or not? Try sharing your opinion in the comments section below . Next, wherever we look in our country, carrying cash has reduced a lot because we use the UPI apps on our mobile regularly, but now everyone is very accustomed to UPI. Now, the government is saying that these UPI transactions will soon be available. Various media platforms are reporting that they are trying to implement merchant fees on transactions above 3000. Otherwise, even if we implement this merchant fee, we, the end user, will not be charged for transactions . But they are also reporting that the government is looking into charging this fee to merchants who have received UPI payments, and that there is a

12:40 possibility of implementing this soon . That is, it could be banks or payment aggregators. All of them also have charges when large transactions are made. Since those charges are a bit high, they are asking the government to collect that fee from the merchants and the government is also thinking about it. They shared that. Let's see if the government implements this new rule or not. Next, there was a lot of pressure on the BSC stock in today's session. The reason for that is that this BSC stock was added to the ASM framework. Now ASA has been added to the Additional Surveillance Measure Framework. Once stocks are added to this ASM framework, security and trading restrictions will begin to apply to those stocks. This means that if someone wanted to do intraday trading in this stock, then there would be higher margin requirements. Generally, as part of investor production,

13:28 stocks with high volatility or momentum are added to this ASA framework . Now that BSC has been added to the ESM framework, this stock is related, meaning that higher margins are required to do it intraday, which is why there was so much pressure on the BSC stock in today's session. Next, there is an important update related to Hindustan Aeronautics Limited. Previously, after the Dhruva Advanced Light Helicopter accident in January, the Dhruva Advanced Light Helicopters and Prachand Light Combat Helicopters that they manufactured were put aside for these two uses. That is, they were told that they could use them only after various inspections were conducted and they were proven safe . Various media platforms are reporting that after a complete inspection, both Dhruv AH and Prachand Helicopters, which they manufactured, have

14:14 now received approval . So previously, when their numbers came in, their management would conduct a call. As part of this call, their management shared that the helicopters they had built were set aside without being used, which is why their billing procedure could not proceed . Now that approvals have been received for these two helicopters, the billing process will move forward, and it will be reflected in their numbers in the coming quarters . So we can see this as a positive as it is related to Hindustan Aeronautics Limited. Media platforms are reporting that the Next Indian Railways will soon bring about a major change . Actually, after looking at this change, I found it positive. Don't forget to share your opinion in the comments section below after the update . We book train tickets through IRCTC, right? In

15:00 some cases, we have waiting list tickets after booking a train ticket. But how long do we have to wait with this waiting list ticket? They prepare the chat four hours before the train journey. Even then, we don't know whether our ticket has been confirmed or not, so we keep waiting. So after four hours before the chart is prepared, if your ticket is still on the waiting list, then the ticket will be automatically canceled. What should we do then? We cannot stop the journey. So what should we do? There are other options like another train, a bus, we have to look for some option and rush to buy a ticket and make the journey in a hurry . So, now media platforms

15:45 are reporting that IRCTC has decided to increase the train chart preparation time to 24 hours before the start of the train, instead of four hours. If the 24-hour chart is prepared and we know whether our ticket is confirmed or not, then it gives us an advantage in a way. If it is not confirmed, then we will have one day to decide, that is, what are the other options for traveling, check and go. Therefore, if we are related to those who travel, we can see this as a big relief. But it remains to be seen whether IRCTC will finally take this decision or not, but these updates are coming from media platforms . If you think about this, would it be beneficial for us if this change were made? Please share your opinion in the comments section below. I heard that Next Texmaco Rail has been awarded a contract by Mumbai Railway Vikas Corp. The value of this order is approximately 44 crores and as part of this order, they have to do various works related to traction transformers for Central Railways

16:32 and they have to execute this contract within 18 months . We can see this new order win as a positive for Texmaco Rail . There is a positive update related to Interarch Building, which manufactures Next Pre Engineer Steel Buildings . They heard that they had a new order. However, they did not mention the customer's name due to commercial issues. The contract value they have received is approximately 45 crores and as part of this contract, they will manufacture and supply pre-engineered steel buildings for this customer, as well as carry out erection works. And they have to execute this contract within six months. Next, we talked about a positive update yesterday related to Reliance Infrastructure, which belongs to the Anil Ambani Group. Now, Reliance Defense, a subsidiary of Reliance Infrastructure, has signed an agreement with German-based Dale Defense

17:19 . As part of the EAO, Reliance Defense is sharing that this partnership will be very helpful for the new green field project they are going to set up. Once this project is set up, it will be able to manufacture 200,000 artillery shells and 10,000 explosives annually, along with various other things . So overall, various media platforms are reporting that if this greenfield project is set up properly, it could generate revenues of up to Rs 10,000 crores for them . In addition, using this partnership, they are also sharing that it will be helpful in supplying the Indian Armed Forces with the System Volcano 155 mm ammunition, which they need to supply, said Saypirians Infrastructure . Overall, they are looking to cater to the growth that comes from this partnership in the defense sector,

18:05 so Reliance Infrastructure can be viewed positively in relation to this, which is why this stock reacted positively in today's session . Our Money Purse team makes every effort to share with you in detail such important updates that come in the daily market. If you find our efforts helpful, don't forget to like our video . Their energies have a subsidiary company called Solar Americas, which manufactures and supplies Next Solar models. The subsidiary company has won a new order from a renewed customer to develop utility- scale solar and energy storage projects in the US . As part of this order, they are required to supply 599 MW solar modules to this customer . And they are supposed to execute this contract in the calendar year 2026 . So, if they're new,

18:52 we can see this order win as a positive, as it's related to their energies . Positive updates related to NextJio Financial Services are coming one by one . Actually, they are trying to grow their business strongly by offering various services in the financial services sector, but for that, they also need to get various approvals. Recently, their Jio BlackRock joint venture company received approval from SEBI to operate a mutual fund business, and with that, they also launched their website this week . We discussed it, and now they have received a Certificate of Registration from SEBI for Ganujio Black Rock Investment Advisors Private Limited to act as an investment advisor . So, since they are getting approvals for the new businesses they are going to start, that business process will move forward. Once they start this business, there is a

19:41 chance that they will grow all these businesses strongly. Therefore, we can see these approvals coming as a positive thing related to Jio Financial Services . An important update came today from Garden Reach Shipbuilders, the next shipbuilding company. They signed a contract today to construct two coastal research vessels, saying that the Geological Survey of India was for them. They are sharing that these vessels will have various other features, including offshore geological mapping and mineral exploration . One by one, we can see this as a positive development for the Garden Reach shipbuilders, as these contracts are being won related to shipbuilding. Next Minda Corporation entered into a joint venture agreement today with Japan's Toyodanso to form a joint venture company . This company called Toyodanso is a company that manufactures automotive motorcycles as well as power products

20:27 . They are sharing that through this joint venture company that they are going to float, they are going to manufacture advanced automotive switches in India and fulfill the needs of the automotive segment . And if Minda Corporation is going to hold a 60% stake in this joint venture company, then Toyodasan, which is from Japan, is going to hold a 40% stake. Overall, they are trying to cater to this opportunity in the auto segment by manufacturing various products, so we can see this as a positive for Minda Corporation. They are sharing that Nextel Bros Automotive Components Limited, along with their joint venture companies, have won new long-term contracts worth Rs 580 crores . And their management shares that they are going to execute these orders in the next five years as well. And if out of the total orders they have received, orders worth

21:14 160 crores come from this segment, then 150 crores worth of orders will be export orders . Overall, we can see this as a positive development for Tall Bros., as they have received new orders . Premier Explosives, which manufactures various types of explosives, has received a new order from an international client. The order value is approximately 2.6 crores and as part of this order, they have to supply commercial explosives and they have to execute this contract within two months . Next Mahindra Logistics launched their new state-of-the-art warehouse facility in Paltan, Maharashtra today . They will use this facility exclusively for Cummins India . Mahindra Logistics is sharing that by using this facility, Cummins India is going to improve the efficiency of their supply chain in India

22:00 and also enhance their logistics capabilities . Ceylon Exploration, which is engaged in next-generation oil and gas exploration, had previously announced that it was going to merge its promoter group company, Antelope Energy Private Limited, with Ceylon Exploration . They are sharing that this merger has received approval from the NCLT Chandigarh bench. So, since the merger has been approved, we can understand that this merger process is going to move forward . Many people would have an idea that Rakesh Jhunjhunwala's wife Rekha Jhunjhunwala has a stake in Next Nazara Technologies. They are already reducing whatever stake they have . Between June 2nd and June 6th, people in Nazara Tech sold nearly 1.98% of their stake . With this, their stake in Nazara Technologies has now been

22:47 reduced to 5.07%. Next, a block trade took place in Aditya Birla Capital during today's session . Nearly 2.3 crore shares changed hands in this block trade at ₹242.65 65 paise each . Along with this, a large trade took place in Wipro today. In this large trade, shares worth over 18 crores changed hands at ₹259 per share for 8 shares . We will update the details of who the buyers and sellers are in these block trades tonight . That's it for today's daily man. If the information shared by Daim May today was helpful to you, then like this video and if this video is helpful to your friends and family members, then share this video with them. If this is your first time visiting our Money Purse channel and you haven't subscribed to the channel yet, click on the channel logo here and subscribe to the channel and activate all notifications on the bell icon next to it. I am Chandrasekhar Patri, let's meet again with another interesting video, good night.