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Part 2 of India IN-DEPTH : Valuations, Economy, Growth and Markets

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  • Опубликовано: 29 фев 2024
  • Part 2 of the superb, in-depth analysis of India in HINDI; through simple stories, anecdotes and data from my dear friend Neelkanth Mishra. Journey from 2024 and 2053: do we get RICH before we get OLD? Valuations of the stocks market? PSU analysis (Government owned companies ) and much more !
    Neelkanth is a man of many talents and plays significant roles in private and public sectors. He is the
    Chief Economist, Axis Bank
    Head of Global Research and Whole Time Member of the Board, Axis Capital
    Part-time member of the Economic Advisory Council to the Prime Minister
    Part-time Chairman of Aadhaar
    Member, Advisory Board, India Semiconductor Mission
    Member, Techno-Financial Advisory Groups for Wafer Fabs and ATMP
    Hi friends, I am Ajay Sharma. I have been an active investor and a serial entrepreneur living in Singapore. I am an alum of IIT (BHU) Varanasi and IIM Ahmedabad. I have worked in some of the leading global corporates and am passionate about startups.
    To know more about me, watch - • Who am I? #AjayFY
    To connect with me, follow me on my socials -
    Instagram - / ajayfy.sharma
    LinkedIn - / ajayfy-sharma
    Twitter - / ajayfysharma

Комментарии • 142

  • @shobhavs613
    @shobhavs613 5 месяцев назад +1

    i disagree with the increase in the income you can go and check the data where the salary of nontech employee is same from last 7-8 years

  • @renjanpai4256
    @renjanpai4256 5 месяцев назад +15

    A reservoir of information, a man with a clear vision that is Neelkanth. Really enviously excellent talent 🎉

  • @subramaniprasad5
    @subramaniprasad5 5 месяцев назад +35

    Thanks to Modi government who said toilet for everyone... Modi has a amazing thinking, we are lucky to have leader like him....

    • @As-zc3kt
      @As-zc3kt 5 месяцев назад +3

      😂😂😂 andha bhakt

    • @Sachu7
      @Sachu7 5 месяцев назад +2

      Yes thanks to Rahul Gandhi we will get gold potatoes

    • @Sachu7
      @Sachu7 5 месяцев назад

      And thanks to Congress they are in mission of making india will be Muslim country

    • @mayankpatel3570
      @mayankpatel3570 5 месяцев назад

      Congress ko sab jante hai isliye aaj congress kaha hai batane ki jarurat nahi.

    • @bhupenderrawat5922
      @bhupenderrawat5922 5 месяцев назад

      ​@@As-zc3ktchal nikal andhnamazi

  • @amarchoudhari9884
    @amarchoudhari9884 5 месяцев назад +5

    I was eagerly waiting for this episode... Thank you Ajay Sir for creating this channel & Nilkanth sir for sharing his insights...

  • @atulbesra822
    @atulbesra822 5 месяцев назад +5

    Superb episode. Episodekab khatm hua pata bhi nahin chala. Looking forward to the continuation of the discussion.

  • @sukantamodak1148
    @sukantamodak1148 Месяц назад

    This is the best ever video regarding economics I just watched... Also getting lots of knowledge and information about my country. ❤

  • @academyofdrones5742
    @academyofdrones5742 5 месяцев назад +1

    Sir thanks a ton for making such videos and Salute to Nilkanth Sir for providing this updated information and his viewpoint backed by his years of global experience. Would love to see more such videos which help and influence the ordinary people of India.
    Jay Hind

  • @chintanshah8002
    @chintanshah8002 5 месяцев назад +2

    I can see real business journalist
    Thanks Ajay

  • @1Human1First1
    @1Human1First1 16 дней назад

    Dear Ajay Ji, Thank you very much for the discussion with your guest Neelkanth Mishra Ji.
    If possible please think about few things -
    1. Sound - quality is not very good and stable in many of your discussions. Please consider to use good microphones and a place where echo can be minimized if not able avoid it completely.
    2. Language - People from North India and native Hindi speakers may not have any issues. But when I recommended this to my South Indian friends I got feedback that they were unable to follow many terms/words used some because of Urdu and some because of speed of pronunciation, as we (you both spoke) North Indians speak with friends and family. South Indian women, teens and college going ones are finding it hard to follow.
    3. While taking care of 1 and 2 it would be best if you can also consider to do some episodes in English too. So that all across India and abroad can benefit from discussions, knowledge and wisdom of great thinkers and leaders like you.
    Please excuse me in case I may have crossed my limits to suggest these things.
    Sincerely -Bharat Raje

  • @akashkumar3924
    @akashkumar3924 5 месяцев назад +5

    BM should watch this channel and learn to deliver something meaningful rather than blabbering random things for 90% of total video.

    • @AKM_828
      @AKM_828 5 месяцев назад +2

      B stands for blabbering in his name

  • @meelumanjeet
    @meelumanjeet 5 месяцев назад +4

    Chattrapati Shivaji is another example like Maharana Pratap....a great example of resilience, fighting adversities, determination etc. Both great legends.

  • @shaileshsingh1832
    @shaileshsingh1832 5 месяцев назад +1

    Ajay ji, I don't have words to express my thanks to you and Neelkhanth ji, How would I get connect with you and Neelkhath ji, I would like to present an Comprehensive Digital Business Model for Infrastructure and Construction Sector- Which is a Labor Intenstive Sector- its a very UNIQUE DiGiTAL ECOSYSTEM MODEL for next 3 - 4 Trillion Dollar INVESTMENT in this Critical Sector.
    Sir, nilkhant Sir, को कहिये गा गोईठा हम आसानी से समझते हैं .....
    Sir, Once again I would say; This is UNIQUE Concept- which I would like to share with you and Nilkhant Sir.
    {Bihar ke exp. ko turn around kar sakte hain in nxt generation}

  • @govindrudrawar2540
    @govindrudrawar2540 5 месяцев назад +1

    Since you mentioned Maharana Pratap, also Study Chhatrapati Shivaji Maharaj; you will be thrilled as reading history of Maharana Pratap

  • @mahesh_128_28
    @mahesh_128_28 5 месяцев назад +2

    Love the conversation.

  • @rollsroyce4249
    @rollsroyce4249 5 месяцев назад +1

    We have to move from extraction mentality to production mentality.

  • @vipinkumarsharma4731
    @vipinkumarsharma4731 Месяц назад

    Very nice, Loved it

  • @balkrushnajoshi2630
    @balkrushnajoshi2630 5 месяцев назад

    Hello sir , i have few questions for you
    1) can you name things you read on daily basis or monthly basis
    2) books you would recommend
    3) some other youtube channel where same kind of or level of information is provided.
    4) if you could provide something else which would benefits a person to build knowledge about business and economy please do suggest
    Why i want this information:-
    1) market js filled with gurus and its really hard to read all.
    2) with your recommendation i would start the network of good writer and knowledgeable prople
    3) news provided now a days seems half biased and do not provide food to brain . Manu more reason to discuss
    Please do share this things if possible

  • @yeoleyogesh
    @yeoleyogesh 2 месяца назад

    Excellent knowledge sharing

  • @chanduprajan5436
    @chanduprajan5436 5 месяцев назад

    It is a real pleasure to watch the two respected experts sharing their wonderful insights. ❤❤❤

  • @sanjaynandoskar7169
    @sanjaynandoskar7169 5 месяцев назад

    I am very very thankful for bringing Nilakanth sir on your channel.
    His thinking level is beyond my imagination which gives me a different view to look around and judge Indian economy and its growth, so that I can invest my money in stocks.
    I hope you will bring him on your channel frequently to financially educate me and Indians.

  • @princesingh-tc4gu
    @princesingh-tc4gu 5 месяцев назад +1

    Love ur hosting style and the content u provide us. I m grateful to u for ur decision to teach on RUclips. Pls keep doing the great work.

  • @Abhijangra369
    @Abhijangra369 5 месяцев назад +4

    अजय जी, आप नीलकंठ मिश्रा जी को आप कह कर नहीं बोल सकते क्या? आप से उम्र में बड़े है.

  • @MVKrishnaRao56
    @MVKrishnaRao56 5 месяцев назад

    Ajayji, thank you for presenting these two episodes. I listened to them because I could gage into future of Bharat. Now I have some broad perspective of future growth and my investments will be aligned to this.

  • @hemantunadkat8684
    @hemantunadkat8684 5 месяцев назад

    Virat Kohli ki painting bhi finally complete ho gayi; Good work
    Good knowledge sharing by Nilkanth sir
    Gives a great perspective and widens the thought process
    Women in workforce has lot of drawbacks also; but as our culture is more and more westernised and more women are educated, it is bound to happen and our male dominated society is already moving towards equal rights society.
    Drawbacks:
    More divorces
    Less Marriages
    More Live-ins
    Loss of traditional family food culture
    More eating out leading to more lifestyle diseases
    Etc.

  • @ramprakashshukla8563
    @ramprakashshukla8563 5 месяцев назад

    I feel so same Ajay must say Aap. It will be a mark of respect from one friend to other

  • @harshalbarot
    @harshalbarot 5 месяцев назад

    Super Video! Only well researched and detailed person can speak in simple way. Kudos to you Ajay ji for bringing Shri Neelkanth ji for us

  • @informationguru0481
    @informationguru0481 5 месяцев назад

    Super video. Dil mange more. 🙏

  • @bond7891
    @bond7891 5 месяцев назад

    Ajay sir.. Thanks a ton for creating such knowledgeable videos free of cost. We can directly hear from Nilkanth sir and you in such an engaging manner.. We are really fortunate to witness this kind of videos in today's time😊

  • @pratibhamichael8821
    @pratibhamichael8821 5 месяцев назад +1

    Indian IT has kept a nation poor thanks to infosys! And we are applauding our own people plundering after british left.... give these 2 people 10,000 salary...

  • @ppk0112
    @ppk0112 5 месяцев назад

    Thank you Dear

  • @jokhdsdgjjjkjhtfddddtu
    @jokhdsdgjjjkjhtfddddtu 5 месяцев назад +1

    Does Neelkanth sir have a newsletter? He is so insightful.

  • @mohsinsuterwala9292
    @mohsinsuterwala9292 5 месяцев назад

    Very interesting & informative talk between informed persons please do more programs thanks keep up the good work

  • @raghudesh706
    @raghudesh706 5 месяцев назад

    Phenomenal informations, stepwise detailed analysis of incremental effects of development leading to better life of citizens!! Eye opening content!! Dhanyawad... just loving this discussion ❤❤❤❤❤

  • @ashokkumardwivedi9492
    @ashokkumardwivedi9492 5 месяцев назад

    Bringing women in India to workforce for economic independence and GDP growth seems to be prima facie beneficial for economy. But in the long run it has resulted in broken family, increase in handicapped children and population degrowth which is also harmful for the economy. Western countries,Russia and China now realise the adverse impact of population degrowth. The result is compulsory service in Defence force for young men and women in these countries. Fortunately India do no face crunch of personnel in Defence service.
    India should follow its own viable model of economic growth without aping other countries blindly ignoring the negative lessons learnt in these countries.
    Economic independence of women has created more problems in family and society than solving them. There should be sustainable economic model for India suitable to its culture.

  • @navneetmukherjee9592
    @navneetmukherjee9592 5 месяцев назад

    Sir please recommend some books through which we can understand the economic development of America, Japan, china, Indonesia..... Along with the role of exceptional economic policies bringing catastrophic changes in society.
    I am really really grateful to you for such a lovely part 1 and part 2 .... I can only hope that it just a beginning....part 3 part 4..... are in the pipeline

  • @s1978k
    @s1978k 5 месяцев назад

    Good work Ajay. Because of you We are getting perspective of various experts. 🎉

  • @rajivbajaj329
    @rajivbajaj329 5 месяцев назад

    Tremendous content . Both of you have great chemistry . Each episode has a wealth of knowledge.
    Pls continue this series .

  • @compenggnd
    @compenggnd 5 месяцев назад

    Superb video. Please sir bring in more such videos . Loved the way he connected dots of each development with world phenomenon. Also thanks to tech it's possible now to get this vast knowledge goldmine free of cost. Else such info was never available to common ppl.. just loved the series.

  • @deepakpatel4186
    @deepakpatel4186 5 месяцев назад

    Thank you Ajaybhai and Nilkanthbhai...Simply Superb

  • @tarakkimantra
    @tarakkimantra 5 месяцев назад

    Absolute pleasure to watch and listen. Great knowledge

  • @aravindkrishna7606
    @aravindkrishna7606 5 месяцев назад +3

    The talk was going good but you guys lost me when sir said ki 10-12k me thik thak engineer mil jata hai. Engineers in India are suffering due to this with extra work load and chindi income. That's why every educated Indian wants to leave India.

    • @AKM_828
      @AKM_828 5 месяцев назад +1

      A good engineer earns atleast 50 k with 1 year experience

    • @MrChandanc9
      @MrChandanc9 5 месяцев назад

      Those who can should no brainer

  • @nair_sathya
    @nair_sathya 5 месяцев назад

    Very nice podcast. Informative and insightful. Thank you both for the enjoyable dialogue 🙂🙏

  • @16maheksmahek28
    @16maheksmahek28 5 месяцев назад

    Pls do part 3 n 4 too ,bks recomended by him are also v helpful,like that you let your guest spk and not try to interrupt them .Sometimes guest share extra knowledge which is liked by the viewers .

  • @azadali3341
    @azadali3341 5 месяцев назад

    Thank you Sir 😊😊

  • @_I_n_d_r_a_786
    @_I_n_d_r_a_786 5 месяцев назад

    Gajab ka episode .. thank you sir

  • @yogeshvij54
    @yogeshvij54 5 месяцев назад

    Can't thank you enough for the insights from this video

  • @hmpatel4708
    @hmpatel4708 5 месяцев назад

    Excellent sir ,thanks sir

  • @abhaykumartripathi2675
    @abhaykumartripathi2675 5 месяцев назад +1

    Ajay ji ho sakta hai neelkanth ji aapse chote hon per please unko aap Kah ker sambodhit Karen to kyada achha lagega.

  • @Ramesh.7GP
    @Ramesh.7GP 5 месяцев назад

    Thank you

  • @prismelectronicssystems8656
    @prismelectronicssystems8656 4 месяца назад

    Insightful 🎉🎉

  • @pallavved3888
    @pallavved3888 5 месяцев назад

    Very insightful

  • @shandilyaenterprise5078
    @shandilyaenterprise5078 5 месяцев назад

    Thanks for your effort

  • @PankajSingh-nx5ot
    @PankajSingh-nx5ot 5 месяцев назад

    Great learning sir..... Please keep it up

  • @vinodgpl
    @vinodgpl 5 месяцев назад

    Wonderful conversation Bhaiya.

  • @althafyoosuf7945
    @althafyoosuf7945 5 месяцев назад

    Thank you ❣️

  • @DINESHSINGH-fl8ql
    @DINESHSINGH-fl8ql 5 месяцев назад

    Great conversation

  • @meelumanjeet
    @meelumanjeet 5 месяцев назад

    Great gems of knowledge. Thanks

  • @suhaspachore1777
    @suhaspachore1777 5 месяцев назад

    Thanks Ajay sir 🤗

  • @kiransinghsaini4839
    @kiransinghsaini4839 5 месяцев назад

    Chacha Bhatija talk❤love it

  • @ramkumardev750
    @ramkumardev750 5 месяцев назад

    Thank you so much sir for your initiative of such interviews which helps us to understand our country economy and it's development and our society too. Keep doing this to share best knowledge to us.
    And thankyou again to you for your one line which help me to get best investment opportunity and I am on a very huge returns within a month After watching your video on EMS .

  • @honeyanand2965
    @honeyanand2965 5 месяцев назад

    Simply Amazzzzzigggg

  • @akshatlalka6696
    @akshatlalka6696 5 месяцев назад

    Thanks for bringing this video for us

  • @tanay_pant
    @tanay_pant 5 месяцев назад

    ❤❤❤❤ thanks a lot, please bring more such people in the channel

  • @hemantbhandari1338
    @hemantbhandari1338 5 месяцев назад

    Ajay sir always comes up with something new every time... Nice video

  • @tajji4u
    @tajji4u 5 месяцев назад +1

    Ajay ji, whether you have research n data of impact on service sector with arrival of AI. I don’t think what guest is saying going to sustain in the event of automation of data. We are producing still sasta labour, how can we increase living standard when actual income is stagnant? Ye to khud hi bol rahe hain cheap software availability.

    • @feellikeks
      @feellikeks 5 месяцев назад

      Agree but it will take time, but I think govt is working on that i heard one statement by one of the big ceo they said road map is same to achieve but Jana isi se guzarkar hai

  • @ashok1974able
    @ashok1974able 5 месяцев назад

    Great video

  • @kumarchandrashekhar9630
    @kumarchandrashekhar9630 5 месяцев назад

    Great sir

  • @infocharcha269
    @infocharcha269 5 месяцев назад

    Very Informative video 👌

  • @akshatgoel2174
    @akshatgoel2174 5 месяцев назад

    Learnt a lot. Thanks sir.

  • @anjanrao
    @anjanrao 5 месяцев назад

    Man it was too short, please make a longer one.. such insightful conversation

  • @pratikjagtap6732
    @pratikjagtap6732 5 месяцев назад

    Best video

  • @Bawandarvlog
    @Bawandarvlog 5 месяцев назад

    Hope the series continues ❤❤

  • @Dubai_Nani_Reddy
    @Dubai_Nani_Reddy 5 месяцев назад

    Superb video sir ji❤

  • @meeeeeeauuuuuuuu
    @meeeeeeauuuuuuuu 5 месяцев назад

    Let us discuss latest AI revolution's impact on India being IT service provider with Neelkanth Ji
    I do feel there are both -ve and +ve impact, and we need to be agile and swift in making good useful engineers for future market.

  • @narinderpalsingh5349
    @narinderpalsingh5349 5 месяцев назад

    Good discussion ❤❤

  • @RoadsafetyKolkata
    @RoadsafetyKolkata 5 месяцев назад

    Excellent 😊

  • @ourfamilysaga2230
    @ourfamilysaga2230 5 месяцев назад

    ❤❤ brilliant mind nilkantha ji

  • @3ree238
    @3ree238 5 месяцев назад

    Sir service sector is required but we should parallely develop it product company

  • @MrNirankari
    @MrNirankari 5 месяцев назад

    We want the 3rd part pls.

  • @swapniljoshi7024
    @swapniljoshi7024 5 месяцев назад

    Sir we want more from him

  • @generalawareness8726
    @generalawareness8726 5 месяцев назад +1

    सर, महोदय से पूछिये की पहले आधार बनवाने सुधरवाने के पैसे लोगों को नहीं देने होते थे अब बनवाने को छोड़कर सभी के पैसे लोगो को देने होते है ? अभी और अच्छा विकास किस तरफ जा रहा है, जिस देश में ८० करोड़ लोगो को सरकार फ्री राशन दे रही है क्योकि वो गरीब है फिर उन्ही से जो पहले फ्री था उसी का पैसा वसूलना क्या ठीक है ? सवाल इसलिए क्योकि आधार सम्बन्धी कार्य मै कर चूका हूँ !

  • @16maheksmahek28
    @16maheksmahek28 5 месяцев назад

    Request you to do long video,we can always pause if required to attend some work n continue later.

  • @abhishekkolli7410
    @abhishekkolli7410 5 месяцев назад

    Also sir, may be more on the rural economy how has it changed other than the roads and agriculture being not a big part of the economy anymore. There are generally comparisons on per capita consumption of products and commodities and explain the upside potential for Indian companies, not just percapita consumption but on case of credit penetration being so low, so the indian banking can grow jhigher than the nominal gdp for long time. Can you explain the rationality of this? becasue from my understanding and limited research it is becasue of mortgage penetration the statistics are not comparable.

  • @kamalkishoresingh9532
    @kamalkishoresingh9532 5 месяцев назад

    Good Work Ajay ji

  • @abhayjadhav9447
    @abhayjadhav9447 5 месяцев назад +1

    Sir let your guest complete his narrative it seems your interrupting in previous n this episode.😢

  • @akshay4541
    @akshay4541 5 месяцев назад

    Sir very good video, audio clarity can be improved a little bit... Thank u so much.

  • @pradipbangal-jp8cf
    @pradipbangal-jp8cf 5 месяцев назад

    What is your say about malnutrition of children who will be in labour force in next 8-10 years with substandard education system ??

  • @ramprakashshukla8563
    @ramprakashshukla8563 5 месяцев назад

    Kindly sir ji
    Advise government to extend health policy of 5lac to senior citizen not covered by any health policy as they have no salary income no tax liability and hence it lapses after retirement.
    People who want and ready to pay nominal charges as Fee who are middle income can avail in service after retirement.
    Senior citizens after retirement become helpless in case if no pension it is more concerned as only interest income they recieve.
    Please advise central govt some forms of tool or policy in this area so that if any govt servent Or else who desires to pay but marginal fee can subscribe this health policy in service or after their retirement. Thanks

  • @vktewari7990
    @vktewari7990 5 месяцев назад

    Form IV (Payment of Wages Act), Form III (Min Wages Act), Annual return under Emp Comp Act.....List is endless. So many of these are just not relevant depending on set-up. Not the intention or the law but the machinery (persons on ground) seeing implementation (misusing) these laws/Acts which fall under criminal law, is the problem. Factory Act falls under criminal law. An honest person would try and avoid.

    • @vktewari7990
      @vktewari7990 5 месяцев назад

      One of the reasons why IT services succeeded is because it did not fall under Factory Act 1948

  • @swaroopshinde8905
    @swaroopshinde8905 5 месяцев назад

    Sir Aapne Virat kohli ki painting badiya banayi hai ....apki mehanat rang lai❤❤

  • @ganeshkumarharal9581
    @ganeshkumarharal9581 5 месяцев назад

    Ajay sir please share name of the book which has IT sector history mentioned by neelkanth sir

  • @484sanjay
    @484sanjay 5 месяцев назад +1

    Sir what happened when ai based robot come as workforce

    • @MrChandanc9
      @MrChandanc9 5 месяцев назад

      Gone just boasting where no government effort is needed

  • @UATHD
    @UATHD 5 месяцев назад

    Ice cream is such a brilliant point

  • @patelparth007
    @patelparth007 5 месяцев назад

    How can we got those reports or note written by him ?

  • @bhagyeshmali5714
    @bhagyeshmali5714 5 месяцев назад

    Param 800 was made by Dr. Vijay Bhatkar.

  • @rahuldash9087
    @rahuldash9087 5 месяцев назад +1

    Sir sab kuch grow ho raha hai then why consumable durable and consumption stocks not performing and there growth is in single digit. Why consumption is not picking up aapki bateein dharatal ki vastivikata se dur hai.

    • @dineshgodara202
      @dineshgodara202 5 месяцев назад

      कह तो दिया कि inflation भी उतनी ही तेजी से बढ़ रहा है। पहले ढंग से सूनना सीखो।

  • @anshuman9
    @anshuman9 5 месяцев назад

    Superr. Please improve audio quality.

  • @kamsim1
    @kamsim1 5 месяцев назад

    when you make videos, pls. be mindful of the audio, it Echo's in many of your videos

  • @bhuvanajagarapu7977
    @bhuvanajagarapu7977 5 месяцев назад

    17:09 please let us know the book name 🙏

  • @4650darwin
    @4650darwin 5 месяцев назад

    Book name pl