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Nowadays dhruv is notorious name but he was good

Excellent one, Dhruv is a gem.. Thanks Prince

Very informative session. Prince continues to deliver. 🎉

Part II.. Where is part I.. Thanks

Very interesting and very insightful... Thank you so much 🎉

Tqsm for such valuable videos Sir❤

00:02 Session is purely educational 02:27 Energy transition is driving capital allocations and geopolitical angles 06:52 Renewable energy innovations impacting oil and gas market 09:05 India's focus on reducing oil and gas imports and increasing gas share 13:18 International players key for India's oil exploration 15:27 Oil and gas production in India is set to increase in the next few years. 19:23 Diversification in energy sectors is essential for a sustainable transition. 21:09 Coal gasification and mining for new thermal capacity 25:05 Companies plan exploration activities based on resource mapping 26:44 Transition in oil and mining energy space 30:39 Challenges in offshore wind energy in India 32:27 Green hydrogen deployment and potential impact on energy sector 36:32 Oil and gas exploration in India remains profitable even at $60 38:29 Geopolitical risks and government policies affecting oil and gas sector 42:17 Fluctuating margins affecting smaller companies 44:03 Government's rationale behind implementing windfall tax 47:49 Companies are in test pilot phase for green hydrogen projects, clarity by FY 25 49:41 Various energy sources impacting India's energy mix 54:02 Limited Indian companies hold expertise in oil and mining domains 55:53 Smart meters are key for energy transition 59:52 Discussion on the development of gas economy and implications for Transformer companies 1:01:55 Investing in companies providing products for energy exploration

Thanks a lot Prince sir for such wonderful session

Nice to listen All time favourite and the most knowledgeable person.

Informative

As usual, very nice, logical, rational and scientific Thanks for the guidance

Have been looking for some good analysis on the current state of valuations. This talk by Arun covers the topic aptly.

2:47:00 Playing out now.

Superb Clarity of thoughts ....

If your content has quality or any value addition then no need for such clickbait thumbnails. Just believe on your content and go fearless.

I am fan of Riteshji. Wonderful concepts on liquidity and Macros.

Indian just started investing in the market..if 20 percent more people of india started investing in index. You will not realise where ot will go....

Thank you very much for timely podcast . Thank you Arun and Prince .it helps us a lot … looking forward to more such insights..

Excellent sir ❤

47:00 - Natco Pharma

very useful discussion, thank you PRINCE

Hi Prince can we have someone with a discussion on value and coffee investing, and is that worth in the current market when geopolitics is at worst

session on what new IPOs are good to invest in... That's one discussion u can plan with few experts

Great discussion Prince

E2E Network 1:57:00

Thanks..very insightful session

Most of the real estate boom right now is in the metro cities

Very interesting..

JP Morgan fund infusion and mkt started running. RUclipsrs calling it bubble. RUclipsrs making fool everyone

Very Insigtful session

Mr.Yogesh was so precise n concise , chapter 5 of ICDR ? so many myths and assumpstions busted, i will relisten to this again, i think it was such a valuable content.

Fantastic analysis. Can't wait to hear more from Ritesh in the next few years!!!

It was one of the great session...great work.🎉

Vanakkam

Thanks Prince for hosting Ritesh sir sscond time, got wonderdul insights, sofar i felt i get some idea about macro(which has implication on india)when i listen Ritesh jain and Nilkanth Mishra.. If anyone know any other macro specialist should be listened on, pls let me know

Fantastic insights Sir. Thank you so much. ❤❤❤

Tqsm Sir ❤

Vanakkam

Excellent Sir 👍❤

Thanks for getting him again ❤

Hi prince

Sandeep is a good but he always like to clonflict with almost everyone. He will say an essay and then say I do not like to hijack. He will say things and say I do not want to keep topic. Once he has no arguments, he will say baaki logonko bhi baat krne dete hein. Pretty sure I cannot enjoy working with Sandeep. But he does have knowledge and that is why I still hear him out in spaces

Good discussion, but why you guys don't on your videos

Excellent Sir

@accidentalinvestorprince would it be possible to have a session to do the "maintaining life with investing" kind of session?

50:00 Max India

Excellent Sir 👍👍👍

who is the speaker pls? any introduction please n were to catch up with him website etc.

very helpfull