Episode summary
Nifty Crash! फ़ायदा उठाया की नहीं? ETF Pulse
ETF Pulse
· · Hosts: ETF Pulse
Summary
The host argues that the budget-day selloff created selective opportunities in ETF segments that were already near support, while warning that the broad market remains volatile. The main shock, in the host’s view, was the higher STT on futures and options from 0.02% to 0.05%, which makes derivatives trading more expensive without changing LTCG or STCG rates. That is presented as a direct hit to capital-market activity, especially market-linked ETFs.
Technically, the host says Nifty has broken below its 200-DMA and is now focused on a key support zone around 24,300–24,350. The argument is that support and resistance levels should guide decisions more than headlines, and that investors should wait for retests rather than chase breakouts. The host repeatedly emphasizes patience, discipline, and buying only near well-defined support.
Across sector ETFs, the host is relatively constructive on IT, infrastructure, Make in India, pharma, and some policy-linked areas, while noting that defense and PSU themes reacted to the budget and that capital-market ETFs were hit by the STT change. Railway-linked ETFs are also described as weak and trading around resistance/support structures rather than offering easy entries.
Key takeaways
- The host says the budget increased STT on futures and options from 0.02% to 0.05%, making derivatives trading costlier.
- Nifty has broken below its 200-DMA, and the host sees the next major support near 24,300–24,350.
- The host says capital-market ETFs were pressured because higher STT hurts stock-market activity.
- Defense and PSU-linked ETFs were affected by budget expectations, while the host says IT and some infrastructure themes held up better.
- The host’s main tactic is to buy only near support and wait for retests instead of chasing breakouts.
Notable quotes
“0.02% बट अब वह हो गया 0.05% में यानी कि 50%”
How the episode opens
तो आज की ट्रेडिंग हो गई बंद और निर्मला ताई ने जाते-जाते निफ्टी में एक बड़ा कैंडल जो कि रेड कैंडल है यह बना के हमें दे दिया और आज हम इस वीडियो में बात करेंगे कि इस रेड कैंडल पे कौन से सेक्टर ऐसे हैं जो हम अपने लिए अपने पोर्टफोलियो के लिए देख सकते हैं। देखो बजट में क्या हुआ क्या नहीं हुआ वो तो आपको धीरे-धीरे पता चल ही जाएगा। बहुत सारे की हाईलाइट्स पता चल जाएंगे। जस्ट नहीं भी पता है तो आप देख लो वीडियोज़ पे। लेकिन मार्केट में त्राहिमाम करके जो गई है निर्मला सीतारमन उसका हम कैसे यूज़ कर सकते हैं वो हम खास करके बात करने वाले हैं। अब ये कैंडल अगर आप देखोगे तो ये कैंडल डेफिनेटली मतलब निफ़ी में अच्छी खासी जब पिटाई हो चुकी है तो बहुत सारे ईटीएफ होंगे। वह तो बहुत ज्यादा ही गिरे होंगे क्योंकि अगर आपको वॉच लिस्ट दिखाऊं तो देखो त्राहिम मचा हुआ है। सिल्वर और गोल्ड का तो सबको पता चल गया है। इनका होना भी था वो हाल जो यह जिस हिसाब से चल रहे थे बट बाकी अगर डिफरेंस देखो सबसे ज्यादा फोकस कहां पे था?
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- nifty crash
- etf investing
- market updates
- performance analysis
- etf strategies
Watch the episode
Watch “Nifty Crash! फ़ायदा उठाया की नहीं? ETF Pulse” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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