One thing you have totally ignored is law and order and political stability. West Bengal was one of the developed state, but political system has ruined it's financial growth.
अजय सर बहुत अच्छी एनालिसिस दी आपने।👌👌 कोई टिप नही कोई चार्ट नही कोई बाय सेल रिकमंडेशन नही।शुद्ध ज्ञानवर्धक बातें।आप जैसे लोगो की ज्यादा जरूरत है सर एक आम इन्वेस्टर को। अगले वीडियो का इंतजार रहेगा सर।❤❤❤❤❤❤❤
Txs for making a simple informative video in hinglish, lots of good video are only in english and people have difficulties to understand. If the video are long one can always start watching from where one has stopped, cause chapter wise name and time is mentioned which is v helpful.Instead of reading many magazines to understand how India is facing competition with other countries your videos explains it all. Many people may not be aware of Forbes/ Times other international mazagines too. Here you are helping all of them.
Wonderful analysis sir , i am 20 years old pls tell me how to develop this level of critical analysis , and connect various aspects to reach a conclusion. Regards ❤
Your speech builds confidence n trust to follow you....Great work Ajay Sir keep it up as youngsters needs such input to look for more opportunities in the coming years to build INDIA....Jai Hind Jai Bharat My suggestion is to all viewers tag such videos to young students so it gets associated with college students n University students
Thank you for these kind words. I put a lot if hard work and thoughts into this video. I usually don't request people to share my videos, if they like I am sure they will share. But this video is really important for the India story , and I sincerely hope that it is shared and reaches more people, especially youngsters.
Gourav ji, I will try. These videos take time to think through. I was skeptic because he video was too long, at a time when the world is moving to short form content like reels and tiktok. I am really happy that its being liked. My humble request, do share this one.
Gaurav, Last two years, inflation has been above mean. What I am talking about is two things 1) long term inflation of manufactured goods. E.g. when we bought Onida TV in 1998, it was INR 18,000 !! Today a bigger TV is cheaper after 25 years. This is because of higher local volumes and hence local manufacturing vs imports. 2) RELATIVE inflation between goods and services ( human input: salaries ). Goods will inflate at lower rate vs services...
@@G2GAjaySharmaFirstly thank-you sir for taking my comment's, I want meet you personally for learning fundamental analysis. In the electronic goods are cheaper than in last decade. 100% agreed. But in the automobile industry the inflation is huge, since 2008-09 i am actively monitoring the cost of 2 wheelers and 4wheelers. I bought hero splendor @49k in 2009 today cost is 95k. We bought Wagon R in 2011 @4.6 lakh today cost is around 7. 5 lakh I assume the automobile industry inflation is around 5%CAGR.
bahut badhiya dada , me too from kolkata Kolkata is moving towards reclaiming past glory but we think if we have national party here , development will be much faster Make a video on Kolkata's future in next 5 to 10 years
Ajay Ji- Your lovely insight on how capitalism actually work in economy ie progressing from developing to developed nation. Very thought provoking of what US did & China had achieved. How as citizen can we be participative in India capalitism for coming decade
Har baar ki tarah Ye analysis bhi bahut accha laga Sir...Aapke badey se badey videos bhi Bahut jaldi khatm ho jaatey hain...Eagerly awaiting for the next one...
Great video ❤ Ans to the question asked in video :- 1) Clearly we can see margins are in components manufacturing. 2) Chinese company margin are stable, indian company margin are falling. 3) My view is to not do partnership but to buy the technology/self innovative and manufacture on our own in india.
Wah sir... Chaksu khul gye... Hats off to you... Please dont stop this sharing of knowledge... Paisa bne na bne lakin... Cheejo ki smjh jrur badh jayegi...
Loved the video Ajay. Yours is amongst the best youtube channels in the country. You make everything interesting. Keep marrying history, geography with markets, amazingly interesting combo. Never liked history and geography so much before
@@G2GAjaySharma and aap ka reply itself makes me happy. Same age as Vivek Bajaj, so if I am fortunate to receive ur acknowledgement in future, pls call me Sourabh 😀
but for that v need to snatch away vast lands from gundas, mafias, netas, babus, baniyas, bhramans, thakurs, yadavs.... india's planning is pig shit...
❤GREAT ANALYSIS SIR...THIS IS THE DIFFERENCE BETWEEN A IIM-IITian WITH A NORMAL GUY LIKE US "POWER OF THINKING & ANALYTICAL BRAIN"...WILL START READING UNDERSTANDING MICHAEL PORTER FROM TOMORROW..BIG FAN OF VIVEK SIR TOO...LOVE FROM KOLKATA🙏
Sir, please can you make a video on "more appropriate valuation metric between PE and PEG for long term investing". Because many experts say that PE in isolation doesn't provide credible information about valuation, that means by their opinion PEG is better metric! But what will happen in long term when growth moderates in future.
Sir I m wating for 2nd video. Bcs I study Subros but I think in India many players in Ac sector( in home,officese,auto) but I m confused how Can I filter my stock. Kuke mujha Lagta hai is sector ki proxy companies ko jada benefit hoga but thode he time may chaina Dimage may aa jata hai. Kaise stock select kru.
Ajay Sir please keep making such insightful videos. These videos are timeless videos and mapping the growth of other countries in the past to trying to give a broad based view of the country's own future is great. Thanks Again !!
sir please do detailed analysis on pharma sector....because I want to learn how Iit+IIm do analysis and want to know what skills I required to reach that level
Is country ka dukh
Nachne valo ke 2 lakh follower hai.
And IIT IIM vale ke
Thousand only
Wish u more success Sir
One thing you have totally ignored is law and order and political stability. West Bengal was one of the developed state, but political system has ruined it's financial growth.
sir dont worry abt time length of your content. im sure 99% of ur subscriber dont have any issue with that... lots of love...
Sir, I have a humble request to you to make more such videos and no one makes videos like yours.
This is pure Gold. All those who are subscribers to this channel are lucky people. I am one of them👍🙏
अजय सर बहुत अच्छी एनालिसिस दी आपने।👌👌
कोई टिप नही कोई चार्ट नही कोई बाय सेल रिकमंडेशन नही।शुद्ध ज्ञानवर्धक बातें।आप जैसे लोगो की ज्यादा जरूरत है सर एक आम इन्वेस्टर को।
अगले वीडियो का इंतजार रहेगा सर।❤❤❤❤❤❤❤
Etna detailed video banane ke liye thank so much.
With help of roads up will lead defenativly
Sir please make a video on how to invest in Vietnam stock market .
Thank you sir for your great learning and video.
Mujhe pata hi nahi chala ki maine 42.40 sec ka video dek liye ek bar mein last tak.
Ap ko Sunana acha lagta h, m be investor ban gaya trader se ap ko sun ke ,mind open ho Raha h thank you master g
Txs for making a simple informative video in hinglish, lots of good video are only in english and people have difficulties to understand. If the video are long one can always start watching from where one has stopped, cause chapter wise name and time is mentioned which is v helpful.Instead of reading many magazines to understand how India is facing competition with other countries your videos explains it all. Many people may not be aware of Forbes/ Times other international mazagines too. Here you are helping all of them.
Thank you so much
@@G2GAjaySharmaSir, this presentation is highly impressing .. I learnt a lot today... New perspective introduced to me... Thank you very much...
Another great video sir.
Your Long videos are my favourite
Wonderful analysis sir , i am 20 years old pls tell me how to develop this level of critical analysis , and connect various aspects to reach a conclusion.
Regards
❤
Read a lot and across subjects...
America is developed and super power because of its capabilities to attract talent from around the world. Just building roads is not enough.
Totally agree Deepak ji, very insightful
What an insight ! We need more videos like these connecting fundamentals of sectors or companies ! Thanks
Your speech builds confidence n trust to follow you....Great work Ajay Sir keep it up as youngsters needs such input to look for more opportunities in the coming years to build INDIA....Jai Hind Jai Bharat
My suggestion is to all viewers tag such videos to young students so it gets associated with college students n University students
Thank you for these kind words. I put a lot if hard work and thoughts into this video. I usually don't request people to share my videos, if they like I am sure they will share. But this video is really important for the India story , and I sincerely hope that it is shared and reaches more people, especially youngsters.
Sir where is your course which you promised in earlier video.
Sir honestly yeah bohot small video tha we really enjoy your way of talking and explaining things. Waiting for your next video eagerly. Thanks a lot ❤
Sir aap company ki analysis kese karte ho aap hame bi sikaye ham job karte h lekin sikna chahte h or fir investment kese karte h
Watched entire videos. Acquired immense knowledge
Your teaching is interesting. Connecting present , past and future concepts are superb.
💐💐💐💐💐💐💐💐
Thanks and welcome
sir thank you very much for such informational videos. hope u will continue make such elaborative videos
Gourav ji, I will try. These videos take time to think through. I was skeptic because he video was too long, at a time when the world is moving to short form content like reels and tiktok. I am really happy that its being liked. My humble request, do share this one.
Excellent presentation, brilliantly summarized the overview. Well done.
I disagreed with the cost of the new car not increasing rapidly. Sir you can see the Toyota car price fortuner 37 lakh top model bow 55 lakh
Gaurav,
Last two years, inflation has been above mean.
What I am talking about is two things
1) long term inflation of manufactured goods. E.g. when we bought Onida TV in 1998, it was INR 18,000 !! Today a bigger TV is cheaper after 25 years. This is because of higher local volumes and hence local manufacturing vs imports.
2) RELATIVE inflation between goods and services ( human input: salaries ). Goods will inflate at lower rate vs services...
@@G2GAjaySharmaFirstly thank-you sir for taking my comment's, I want meet you personally for learning fundamental analysis.
In the electronic goods are cheaper than in last decade. 100% agreed. But in the automobile industry the inflation is huge, since 2008-09 i am actively monitoring the cost of 2 wheelers and 4wheelers. I bought hero splendor @49k in 2009 today cost is 95k.
We bought Wagon R in 2011 @4.6 lakh today cost is around 7. 5 lakh
I assume the automobile industry inflation is around 5%CAGR.
I cant believe u r providing such content to retail inveator free of cost.thanx sir salute you
Hi Sir,
U are an intellect.U should be the part of the decision making bodies of India.
Amazing analysis ..
L&T ,dixon,IRFC, RVNL, IRCON,TATA POWER ,JSW POWER
bahut badhiya dada , me too from kolkata
Kolkata is moving towards reclaiming past glory but we think if we have national party here , development will be much faster
Make a video on Kolkata's future in next 5 to 10 years
One of the best videos on RUclips. Shared with 20 people. Thank you.
Sir we can listen to you for hours n hours🙏👏👏...
A wonderful way to explain Economics through Graphs, Storytelling, Historical facts etc.
Ajay Ji- Your lovely insight on how capitalism actually work in economy ie progressing from developing to developed nation.
Very thought provoking of what US did & China had achieved.
How as citizen can we be participative in India capalitism for coming decade
Har baar ki tarah Ye analysis bhi bahut accha laga Sir...Aapke badey se badey videos bhi Bahut jaldi khatm ho jaatey hain...Eagerly awaiting for the next one...
One of the best explanations on indian growth story i have ever seen. Reiterated my bullishness on india.
Great video ❤
Ans to the question asked in video :-
1) Clearly we can see margins are in components manufacturing.
2) Chinese company margin are stable, indian company margin are falling.
3) My view is to not do partnership but to buy the technology/self innovative and manufacture on our own in india.
Sir your long vedio is interesting rather than short vedios, keep it up sir👍, love you sir❤❤❤
Honestly, I was not sure. I thought 42 minutes will be too long. Thank you indeed
Brilliant work! 👌
Ajay bhai ..Aapne toh humari aankhein khol di😇 .. wow what a video... very good analysis, keep up the great work...
Very Insightful Analysis. Looking forward to learning more from you Sir.
Wah sir... Chaksu khul gye... Hats off to you... Please dont stop this sharing of knowledge... Paisa bne na bne lakin... Cheejo ki smjh jrur badh jayegi...
"America's roads are good not because America is rich. America is rich because of its good roads." JF Kennedy
Q
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Thank you -.will look forward for next video.
i clicked accidentally on video what a research you does sir it's amazing you have a rich knowledge .
30:00 a 4th factor could be the induced demand by decongestion of roads and how safe they become.
Truely Underrated channel 🙂 Nice video Aisa hi long video banayiye
Very informative sir! Super analysis and done it superbly.
Excellent video sir! Eagerly waiting for your next video
How to track that much information . It is so interesting to learn.
18:40 soory to say but the starting salary is same in all major privete sectors and I don't have to tell you about the inflation
Great video point to point just like highways😜 very informative thank youu
Thanks a lot for sharing your knowledge , Mazzaa aah geya 🥰❤
Ajay sir maine pehli baar aapki video dekhi and definitely I'm glad to deal with such huge knowledge ❤️❤️
Very nice and valuable presentation.thanks
mera pura thought process change .sir thank you. i am waiting for next video
Great Analysis sir, thanks for sharing 🙏
You are a really great mentor...Insightful topic.
A clear well projected concept with nice explanation.. Hat's off to you sir ..Thank you so much 🙏🙏🙏
So nice of you
Thank you for the video sir awesome explanation.
Best best best analysis
Thx a lot sir thx a lot sir
From input to output analysis
Loved the video Ajay. Yours is amongst the best youtube channels in the country. You make everything interesting. Keep marrying history, geography with markets, amazingly interesting combo. Never liked history and geography so much before
Sourabh ji, you made my day :-)
@@G2GAjaySharma and aap ka reply itself makes me happy. Same age as Vivek Bajaj, so if I am fortunate to receive ur acknowledgement in future, pls call me Sourabh 😀
@@G2GAjaySharma also I hope, Modi govt has an advisor like u already , if not, you would do a great service to country if they can engage with you
Very good analysis 👍. Waiting for new videos. Kindly upload at least 3-4 videos in a week. ❤️
Excellent analysis,pl make video on country
Very nice sir ZABARDAST knowledge hame bhi sikhaeeye ki hame investing ke liye kya kya sochna cahiye..........👍👍
Wow, what an informative lecture, class
kya explain karte ho Sir, inspired lots
Great vdo Ajay bhai..❤🙏
You are doing great work by teaching such knowledge, not taught anywhere in education system
Sir great analysis. As per my view Industrialisation is necessary for the development of India.
but for that v need to snatch away vast lands from gundas, mafias, netas, babus, baniyas, bhramans, thakurs, yadavs....
india's planning is pig shit...
What a analysis, What a Video, Hands off to you sir.
Kamal ka analysis...awosm
Ajay Bhai video lengthy ho Jay koe problem nhi h knowledge mil rha h ❤❤
Beautiful content, sir!!!
Thank you so much sir for such a insightful video, please also share good books
What a Great Analysis & Case Study
Love the long format videos ❤❤🇮🇳🇮🇳
❤GREAT ANALYSIS SIR...THIS IS THE DIFFERENCE BETWEEN A IIM-IITian WITH A NORMAL GUY LIKE US "POWER OF THINKING & ANALYTICAL BRAIN"...WILL START READING UNDERSTANDING MICHAEL PORTER FROM TOMORROW..BIG FAN OF VIVEK SIR TOO...LOVE FROM KOLKATA🙏
Ajay Sir, Every video is giving new new informationssssssss/knowledgeeeeeeeeeee, thank you😍😍😍😍😍
Sir, please can you make a video on "more appropriate valuation metric between PE and PEG for long term investing".
Because many experts say that PE in isolation doesn't provide credible information about valuation, that means by their opinion PEG is better metric!
But what will happen in long term when growth moderates in future.
Ajay Bhaiya : Muja aa gaya. Aapke next detailed video ka intejar rahega. Comment from Kanpur.
Beautiful video. Thank you for sharing. Waiting for next episode
Sir, aap Jis tarah se Subject samzate ho, Kamaal Hai. You are The Best. Waiting for Next Video.
❤ajay ji plz make more of such videos.....
Beautiful analysis, even better presented. You are superb. 👌👌🙏🙏
Thanks a ton
Sir, Your fundamental teaching is very lucid and easy to understand where to invest ❤ 👍👍
Binge watching your videos on sunday. Thank you for the Insights !
Glad you like them!
Great content and simple explanation 🎉
Sir I m wating for 2nd video. Bcs I study Subros but I think in India many players in Ac sector( in home,officese,auto) but I m confused how Can I filter my stock. Kuke mujha Lagta hai is sector ki proxy companies ko jada benefit hoga but thode he time may chaina Dimage may aa jata hai. Kaise stock select kru.
Great Video Sirji.
Much needed TOPIC !! Plz make a video on how bonds , commodity , dollar and stock market is connected, how it affects india 🙌
Great video
We require more of much video
Glad to see your knowledge 😮
Ajay Sir please keep making such insightful videos. These videos are timeless videos and mapping the growth of other countries in the past to trying to give a broad based view of the country's own future is great. Thanks Again !!
So nice of you
Pehli bar majedar video apne banaya hai sir thanks a lot
Thanks sir Very Good Analysis I am waiting for new video for this topic.
Thanks sir for your efforts.
Superb sir one shot pura video dekha sirji❤❤❤
Thanks for Sharing these thoughts with us in a layman language so that everyone one can understand important of infrastructure 😊.
sir please do detailed analysis on pharma sector....because I want to learn how Iit+IIm do analysis and want to know what skills I required to reach that level
Great sir ❤❤we waiting more videos ,🎉
As long as they are technology leaders india has to depend on them for dollar currency trade and dependence on it
one of best informative in desi flavour VDO .thanq🙏🙏
Thanks a lot 😊