India’s Moment After a Decade of Structural Reforms - Saurabh Mukherjea
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- Опубликовано: 15 сен 2024
- Saurabh Mukherjea, Founder and Chief Investment Officer, Marcellus Investment Managers in conversation with Sudhir Jalan, Co-Chairman, Rieter India Pvt Ltd on India’s Moment After a Decade of Structural Reforms. In his address, he talked about changes in the country like Transport and Communication Networks, tax reforms, GST, Banking System clean up, JAM trinity and other structural changes that have eased business and helped created unicorns and valuable franchise.
#NMC2022 #AdvantageIndia #SaurabhMukherjea
Saurabh has fallen from skies for the Indian Retail Investors. He has laid bare the secret of Investing through his eloquence and literary skills. If anyone can take away the sobriquet of Dada from his namesake it’s him. Thank you Dada 🙏
AGREE, AGREE, AGREE, AGREE.........................................................Fully AGREE
The problem with people like Saurabh is that they are really gullible about stats and numbers. The formalization of the economy without a strong privacy law and the effective control of access to data has turned India into a wild west. We are already seeing the number of data thefts and digital crimes. Complete spike. This sugar coated story is a huge lie to the underlying instabilities that digital economies are creating. GST without a doubt created a funnel effect. Small guy katam and big players now are making mega bucks and total demand will not grow. We are headed towards a hugely unequal society and without proper institutional safe guards on data this will explode. Already you are seeing many people prepared to deal in cash. This guy is a Trojan horse.
❤❤❤z
An exceptional talent and scholar who is rooted and humble. We need many more like him. Highly respected professional.
@RK2022 qp p
The problem with people like Saurabh is that they are really gullible about stats and numbers. The formalization of the economy without a strong privacy law and the effective control of access to data has turned India into a wild west. We are already seeing the number of data thefts and digital crimes. Complete spike. This sugar coated story is a huge lie to the underlying instabilities that digital economies are creating. GST without a doubt created a funnel effect. Small guy katam and big players now are making mega bucks and total demand will not grow. We are headed towards a hugely unequal society and without proper institutional safe guards on data this will explode. Already you are seeing many people prepared to deal in cash. This guy is a Trojan horse.
@RK2022 me😅oi😮
I😅y😅 hi hi is it
A jewel from Kolkata ..Saurabh sir is a motivation for investing
He is actually from Delhi, London and Mumbai...
:)
@@abhinav05252 buy he is a bengali
@@rahuldash3332 no one is denying that.
But he is born and brougut up in Delhi, and later in UK.
Thats what i was saying that he is not from Kolkata
Sheer clarity of thoughts !
Hard working !
Analytical !
Seems man on mission !!
Man on mission
It is all advertisement of marvelous
Many fund manager giving more return than him
I am too a fan of Saurabh Mukherjea sir..I like his presentations..watch his interviews in Media channels...
The problem with people like Saurabh is that they are really gullible about stats and numbers. The formalization of the economy without a strong privacy law and the effective control of access to data has turned India into a wild west. We are already seeing the number of data thefts and digital crimes. Complete spike. This sugar coated story is a huge lie to the underlying instabilities that digital economies are creating. GST without a doubt created a funnel effect. Small guy katam and big players now are making mega bucks and total demand will not grow. We are headed towards a hugely unequal society and without proper institutional safe guards on data this will explode. Already you are seeing many people prepared to deal in cash. This guy is a Trojan horse.
Mothers should Dream of having a Son like him in every House.. It's Knowledge and Not looks that holds the Key to Success in Life.. Looks diye kicchu Hoyeni And Hobena
what's wrong with his looks?
I too have made that overnight journey from Kolkata to Jampot in 1978. I remember waking up early in the morning because there were lots of smokers in the second class carriage all puffing away.
Saurav Sir is a financial expert n trustworthy person❤🤞
An absolute masterpiece of a session yet again from the inimitable Saurabh Mukherjea!!
The problem with people like Saurabh is that they are really gullible about stats and numbers. The formalization of the economy without a strong privacy law and the effective control of access to data has turned India into a wild west. We are already seeing the number of data thefts and digital crimes. Complete spike. This sugar coated story is a huge lie to the underlying instabilities that digital economies are creating. GST without a doubt created a funnel effect. Small guy katam and big players now are making mega bucks and total demand will not grow. We are headed towards a hugely unequal society and without proper institutional safe guards on data this will explode. Already you are seeing many people prepared to deal in cash. This guy is a Trojan horse.
@@ladusingh2141 don't agree at all with you. The successful GST implementation across the nation has made it almost mandatory for all businesses to work in the formal sector forcing smart people to use their intellect in appropriate ways rather than finding loopholes in the tax system to rob rupees off the exchequer. If as a country we only have a handful of people who want to be clean & compete in the market, so be it! This will change & influence good behaviour while being a huge enabler for FDIs. Am confident in the long run the formal sector will have diversity in participation from all sections in society as long as the spirit of the Indian entrepreneur lives on & continues to be the one huge differentiator between us as people & the rest of the world!
@@venkatpisipaty2045 I am happy to debate with you at length but let us get the facts right. Formalization is benefitting whom ? Have you see the Oxfam report of 2022, which the Indian Modani led government is unofficially banning. There is a huge transfer of wealth from the small business to a few huge conglomerates. The rise of Adani and Amabani is only possible if the dice is loaded in their favour. If Rationalisation was really what formalization was about, I would be all for it. What we are really seeing is an attack on the innovative and competitive abilities of the small and medium businesses. This Saurabh is arranging the facts to fit his politics. If you wipe out demand because of concentration you are making India more vulnerable. Wake up.
@@ladusingh2141 again sorry but do not agree with you at all. The wide majority of smaller businesses getting wiped out are the ones we do not need in the country. These are shameless, lazy, conniving businesses that use their intellect to only steal tax money. I know of a number of these players who survived on tax payers money to make their lives richer - no different from corrupt politicians! While such players are being wiped out by the hundreds on a weekly basis, the smart entrepreneurs who adopt fair means & have the stomach to compete in a real market, are also equally doing well. India has launched the highest number of new unicorns globally, in the last couple of years & this is also true. Lastly I do not need the Oxfams or the like to come & tell me what their view of our economy is when the countries who as per them are doing very well are seeing the winters of their glory days & have debt to gdp ratios that are amongst the worst in the world!
@@venkatpisipaty2045 don't reply to people who are politically motivated and people who have already made an opinion. You are wasting your time😅.
initially i would like to thanks for such a valuable conversation .Nepal also benifited from such a meaningful programme .🙏🇳🇵🇮🇳❤️
Great Insights Saurabh 👍 I am really overwhelmed. Thanks.Many many Thanks from bottom of the Heart ❤️ Thanks
A privilege to hear Saurabh philanthropist by giving us Coffee Can ideas 👌👍🙏👏👏👏👏👏👏
The problem with people like Saurabh is that they are really gullible about stats and numbers. The formalization of the economy without a strong privacy law and the effective control of access to data has turned India into a wild west. We are already seeing the number of data thefts and digital crimes. Complete spike. This sugar coated story is a huge lie to the underlying instabilities that digital economies are creating. GST without a doubt created a funnel effect. Small guy katam and big players now are making mega bucks and total demand will not grow. We are headed towards a hugely unequal society and without proper institutional safe guards on data this will explode. Already you are seeing many people prepared to deal in cash. This guy is a Trojan horse.
This is by far the biggest motivation I have received in believing the story of modern India building. Thank you, Mr. Mukherjee.
When Saurabh Mukherjea speaks we listen carefully.
If CEO is doing marketing you can't compete. Ace man
Education, R&D and Innovation.
Key for development and prosperity.
Revealing the knowledge gaining with skillfully wil be more n more respected.... Really great session we came a cross... 👏👏💐 khuddhos...
India ane wale samye me bahut teji se groww karega keuki aaj ke date me source of information bahut asan aur gyada ho gya hai, ye jo samgh jaega wo samgho agge bahut taraki karega
धनयबाद मुखर्जी बहुत अच्छा भाषण, very appreciative
Wonderful presentstion Saurabh ji. Ours being a Agriculture based Economy, Can an India specific model be generated , so that Millions of Farmers and millions of Customers get a Fair deal avoiding middlemen.
Please Sir, let Good brains put in efforts to sort above issue. I know, many politicians are on other side of the table, blocking the reforms!!!!
Proud of being an Indian.
Jai ho.
Bharat Mata ki Jai
Fortunately 2 follow his views.hats off 2 dear Saurabh babu
I admire his attitude
India has dramatically changed over the years economic scenario completely different
Yes you are right
his honesty is his best asset..,,, lessons to learn for those who operate from guile and cheat..
goodness and abundance coexists!!
Very heartening to hear about the economic progress. What is the outlook for the Indian Rupee vis-a-vis the US Dollar. This will have implications on FDI, Inflation and many other factors.
Where there is honest will to reform to support every Indian nature support you in diffrent ways
Why we couldn’t pass Bankrupcy code even though we were having celebrated economist has prime minister and other prime ministers in helm of affairs is true majority to pass the bills.
I thank you all voters supporting the change .
GST, Demonetization, IBC, Labour Laws, Industrial corridors, Railway stations growth,
Transportation , Speed of road of building,
Open secret in-front of patriotic voters why there is game plan of yatras.
Thankyou organisers for presentation from experts and also those written books will be game changer for investing.
Excellent video. Kudos to Saurabh!
Facts with data & abundance info & tips to investors.. 👍 thank u sourab..
Thnx. Suniel Kummar/Begusarai/Bihar/India
Amazing video. Absolute clarity in whatever he spoke. Thank you so much.
Very nice, very kind of analysis,
thanks for the knowledge & inspiration
Gives a great clarity to reforms in finance and GST
You are real guru Saurbh, Thankyou
Almighty God bless you and your family members ❤️❤️
Really a Great Gentlemen..Mr Saurabh M
Hi, any body has link for the economist of 13 may 2022 article to which he is referring?
Sourabh is a brilliant salesman! 🙏
Both are great
Amazing
heartily appreciated 🌟❤️
Great Sharing
Brilliant! Just brilliant ❤
I always enjoy listening to this gentleman, he speaks very Good, quality, just admire him.
I viewed the video, strangely session concluded suddenly. What happened?
Great information and explanation.
Please blurr the image under "A local Accountant advertises his services". It may bring the firm under "Professional misconduct" under Chartered Accountants Act, 1949. Kindly take firm owner permission or inform him about it.
Thank you
An exceptional man
very valuable information sir. jai modi jai yogi. hat off to people like u
At 16.45 : 7.5 lack of SMEs are shutting down every year.. impact on employees?
Respect 🙏
Amazing talks
how should i get notify for such good events? please tell me
Saurabh Sir is one of the most talented economist in our country, he should be choosen as a financial advisor in finance ministry.....
phahahahaha
Great person 👏
Shri Sourabhbabuji you are the best
He is a really smart guy.
Great to hear
Hosur to Vizag 22 hours journey even now but Hosur to Chennai *(MAA)* and jamshedpur to Kolkata , 5 Hours straight...!!!
Howrah to jamshedpur is 3 hrs for premium trains and 3½ hrs for other exp
Well articulated with day to day examples. Kudos 🎉
Yes
B2B billing and invoice collection is a serious problem in India. GST compliance makes it a nightmare for businesses. Doing business with govts is very difficult, can easily bankrupt a company.
Cash-and-carry B2C and C2C businesses are suitable for using UPI for payments. Paying for products and services to be delivered in the future is a risk in India.
Even the bribe at govt office can be paid by UPI.
Well said. The SC in gst cases has said that they dont even they dont understand gst laws.
Where we find ROCE?
Nice Intro!!!!
Right Right Right Right Right Right too
Much Right.
If UPI is such a great success then why India still needs 2000 &500 currency notes which leads to black money and corruption ?
will Sourabh answer this!
He exaggerates, take him with a pinch of salt !! Lots of churning in his PMS funds and they have performed poorly. The rich will soon be duped
you too can live with just 1 kidney. Why dont you just remove one of them?
Will Sanjay answer this!
Sir, do we have a problem when all the banks put their eggs in only a very few baskets by giving extravagant loans ? If they fail , then what ?
Then ram bharose
Then we go than than gopal. Aur kya ?
The big businesses cannot employ hoards of people and more so they will automatize their processes.. how would you address the unemployment and loss of jobs.. not everybody can invest .. most of us live on a hand to mouth basis.. would be great to know your ideas in taking care of this problem.. would be good to know that .. or is it that the such will also have to extinct? Your views Saurabh..
Superb 👌👌
Excellent
He was saying something on NRI leaving India when someone stopped him 😮
I am a fan of Saurabh
Infallible analysis 🙏
Four economic docs:. Amartya Sen, Raghuram Rajan, Manmohan Singh and Montek Singh Ahluwalia after ten years rule, only messed up the Nation:s economy.
Now the Nation keeps Economists at a distance.
Nice speech
Talented guy…!
Video starts from 3.30
Not last 10 yrs. Since 2014.
Reason: India is no more adviced by economists. Four of them, ( one of them, a Nobel prize winner ) reduced the Nation to a basket case like Venezuela and Sri Lanka. Economists are not taken seriously any more as they do not understand figures.. The Nation is now guided by Data Scientists. He has difficulty sdmitting that it has been the policies of the current Govt that rescued the Nation.
Bros You are genius
Good points
FANTASTIC....."_"
Phew!!
7.5lacs companies shutting down every year. Post gst
Is it good?
He is andhbhakt f BJP.
Love you sir
What happened at 16:35 🤷♂️😱💨
My only aim is grow big enough that i can afford his services.
But your PMS is underperforming...
Make this man CM of Bengal
sir many Eklavya retail investor take shiksha from you.....
,🙏सौरभ जी
I love to listen u
Dunno what is to celebrate in small businesses getting wiped out. America was most prosperous when everyone in America prospered (post world war2). Wealth inequality in US began to emerge in 80s because small business started to grind downwards and corporates began to take over. And see where America is today...on the cusp of a long recession. We are following the same path. Look at how small businesses are struggling because of excessive formalisation
That’s modinomics!!!
Lot of fan following. Without even listening to him, Just buy stock with PB of min 4 and PE of 50 plus. Then justify it with free cash flow theory. Or close ur eyes,buy asian paint, nestle. But everyone is fan of his knowledge. He buy stock which were performing from last 7 to 10 yrs.
Value of a company is purely derived from FCF. It's not a theory. The rest of the BS is. Reason the rest is used is because 80% companies don't generate FCF.
That being said, he's compounding at 23% for the last 6 years (Including Ambit). Can't even point to weak performance.
@@KC-ge2ui 23 pc compunding really ?? Where do I getthis data
@@prashantdubey415 - Ambit CCP - FY 17,18. Marcellus CCP - FY 19,20,21,22. PMS Bazar easiest.
This is not fair yaar Aisa laga video jaldi khatam ho gaya
Adani getting huge favour from govt . It is in terms of contracts, bank loans and also l.I.C hugely investing in adani stocks
Any Asian paints investors here
Saurabh bhai is the new big bull
Ganta
His PMS underperforms 🤣🤣
His institution is not able to beat nifty return...can't imagine how people follow him, any good mutual fund beats his return, and he requires 5cr as initial capital bullshit ..
Savage
Inko finance minister bana Dena chaiye Next 2024 main🙂
When did VVS Laxman became economist 😂