Why investors need to be cautious about international factors like Catalonia, North Korea and Brexit and domestic ones such as corporate results and impact of GST.
Edited Highlights
1:34 Markets seems to be quite upbeat about last quarter results which should start trickling in soon
1:45 That is showing up in the market sentiment
1:50 There is talk of bank recapitalisation
2:08 Although it has cooled down, the North Korea problem has not completely gone away
2:22 The Catalonian problem is Spain is also impacting global stock markets
2:42 So, there are some global issues. Brexit is becoming a bit of a troubled spot for the UK
2:50 In India, I don't think that the results of this quarter will be upto expectations
2:55 Although the government has watered many of the GST provisions, the effect of GST will start trickling in
3:14 There is a festive and Diwali cheer, and people are are hopeful that results will be there
4:28 There are going to be stresses from the telecom sector which are going to get reflected from now
5:04 Improving margins through private labels could improve the profitability of the retail business of Reliance Industries
5:24 It will be separate revenue and margin generating business which is now not getting reflected in the price
5:37 Pains of the telecom industry would start getting reflected in the banks' balance sheet
6:04 From this Diwali onwards, we will see some new trends emerging
6:27 A lot of the telecom mergers have been triggered off by the huge amount of debt taken by these companies
