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India IN-DEPTH: Valuations, Economy, Growth and Markets
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- Опубликовано: 15 авг 2024
- A 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
00:00 Introduction
02:31 India in 2053 : Do we grow OLD before we grow RICH?
07:55 How do countries break middle income trap?
15:57 Funny Story about Indian village
18:08 Experience with Aadhaar and Zero Corruption tolerance
21:29 Indian Stock Market Valuations : Why so HIGH?
30:05 BUBBLE in some sections of the market
34:20 Managing Economic Cycles? How it is done?
38:12 Indian Policy makers: want to give stability to businesses
40:51 PSU ( Government Companies): What has changed?
49:27 Amazing story from a Minister: Bubbles are needed for investments
53:38 Real Estate sector in India
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
#indiagrowth #indiaelections #sensex
Combo of Nilkanth Mishra & Ajay Sharma...a true nuclear fission!! What a man Nilkath Mishra is...a true Pandit and a genius indeed. Big fan of both of you Sirs. 4 th Rank in those days when IIT seats were only limited. Thank you Ajay ji...dil se Pranaam
😊😊😊😊😊😊😊😊😊😊😊😊😊😊
you meant nuclear fusion?
Neelkanth Mishra is one of the smartest people I have seen in my life,
No wonder Modi appointed him in many important positions
I belong to same city and known Neelkanth since we were preparing for IIT . I am so proud of him . Though I am a techie but recently started taking deep interests in finance related area especially stock market. Thanks for making such a insightful podcast.
So true -- Nilkanth Misra is very down to earth person . When Latha Ventakesh of CNBC TV 18 asks Nilkanth Misra to make it simple to viewers to understand , he really explains in very very simple terms and to the point and very accurate analysis -- I have high regard -- I personally have learnt a lot from debate with Lata Venkatesh of CNBC TV 18 ( another genius person).. It is pleasure to listen to Nilkanth Misa
एक हमारे शेयर बाजार गुरु हैं वह कहते हैं कि हमारे IIM और IITian में काबिलियत कि कोई कमी नहीं है बस वह risk नहीं लेना चाहते और हम भारतीय लोगों का mindset ही एसा है और दूसरी तरफ अमरीका के लोग बहुत ज्यादा Risk taker होते हैं। इसीलिए हमारे IIM और IITian, Hegde fund manager या CEO की post तक ही सीमित रह जाते हैं। कोई बड़ी कम्पनी जैसे Tesla, micro soft, nvidia, etc. जैसी कम्पनियों का अविष्कार नहीं हो पाया।
सही कहा उद्यमिता की कमी है,, उसका कारण हमारी शिक्षा व्यवस्था और हमारा सामाजिक और विशेषकर पारिवारिक माहौल,,,, हमारी आध्यात्मिक ज्ञान जो संतोषी बनाता है,, अन्यथा ऐसा कोई कारण नहीं कि हम आज वो कर रहे होते जो चाइना कर रहा है,, धीरे धीरे परिवर्तित हो रहे हैं,,
malcom gladwell ne bhi outliers me yehi bola hai aur bahot detail me bola hai.
Basant sir ne bola h ye toh
Problem government ke policy me hai ..
please bring more such episode of highly intellectual people. Surely an ocean of knowledge the man has. Thank you sir for bringing him to the show.
A most Comprehensive , Intellectual , Intensely in depth , Easy flowing interview on such a complex issue I have ever come across. A must see for every millennial person for gaining knowledge & perspective. Kudos to both the stalwarts - Shri Ajay Sharma & Shri Neelkanth Mishra. Please bring out such podcasts very often.🎉
The problem is the quality of work which continues to be not upto mark. This is affecting the service life of work being done. This is rampant. Thus we shall not derive the full benefit.
Absolutely! Even the new so-called expressways and highways coming up are not up to the mark. They are still at 70-80% quality of truly international standards. Most of the new metro stations look like old matchbox Gov't buildings. No creativity at all. Same with the quality of interiors in Vande Bharat. If you are going to spend thousands of crores on infrastructure, better do it properly. The only exception are the new airports. But yes, thing have definitely improved compared to 10-15 years ago. Still a long way to go.
Love to hear great insights of Indian economy from the person who has prime experience in both the pvt & govt world
Wonderful conversation sir, After Kapil and Rohit, you are the 3rd Sharma in my favorite list , let it flow , "Investment night with Ajay " - with love from Kolkata :)
आर्थिक जगत के संदर्भ में बहुत ही ज्ञानवर्धक परिचर्चा साधुवाद
एक एपिसोड की और आवश्यकता है
He is one of the best in India. I have learned so much listening to him.
A fun fact.....
Mandatory deductions of NPS also go to markets.........
Which is phenomenal......
Not necessarily. It is your choice.
only a financial fool will do NPS where u lock in ur investment till 65 and no control over fund performance/ manager
I like the pace of conversation is smooth , not forceful and with no rush. No request for like subscribe as I believe will automatically happen
Ajaybhai Superb ...Bring Neelkanth Bhai for More Discussion atleast once in Quarter....Very Wisdom Session
Excellent, real fight for India will start when we reach at 10000 per capita,and preparation for that starts now.Key is Higher education and R&D.
with current growth rate, it doubles every 10 years, we still have 20 years before we reach 10,000, assuming it keeps growing at this optimal rate.. from many economist analysis it will reach 10k USD in 2050
@@msdadsfsx correct.
@@avisekghosh6375 and by 2050 india will have declining population, so best case scenario it will reach 10k and stay there.
India can become an economic super power in the next 30 years, if it can develop R&D/innovation potential across several sectors. While IT/Communications/AI are crosscutting across sectors and can become core enablers, we need broadbased development as a strong foundation in all other core sectors including Agri, infrastructure, Ports, Mining, Irrigation, Defence, Transport,etc., Most importantly there is a strong need for a powerful political and judicial system which can make this happen.
By far the best YT channel that I have ever watched; I'm going to be glued to this channel from now on. They don't just offer generic and unique content, but they also promote research and value system to develop our mindset.
Blessed to listen you both. Hum those aur knowledgeable ho gaye
Mind blowing. I am a big fan of you and your guests now
Started serious investing at the age of 58, in 2020, heard your name first time about 2 weeks back, and now binge watching all your videos. You and ur guests are epic. Thanks
Thank you Visweswsar ji
I'm glad you are conversing in Hindi for the advantage of the masses. A lot of Hindi speaking viewers will benefit. Please make more such videos.
Sir it very good information but two problems 1 anchor is interrupting to much 2 anchor is giving his opinion before guest completing his opinion
Excellent podcast! I have a small request for your international listeners: In future episodes, when you mention terms like PSU and IFRS, could you please provide a brief explanation or definition? Just one or two lines about what they stand for and what they are would greatly help in understanding the ongoing discussion. It can be challenging for some of your audience to follow the conversation when these abbreviations are used frequently. Thank you!
What a wonderful conversation between two most respected experts. So insightful. Thank you so much❤❤
Words of wisdom from 2 Legends in Finance world
Fantastic discussion, waiting for the next part ....
Neelkanth Mishra is indeed a real life hero and I know him since he used to come frequently on CNBC TV 18
Pure gold tha yeh to sir...
Music to ears literally..
Superb video 🎉
Waiting for part 2
Ajay: "IIT top 10 rankers are real geniuses"
11th ranker: "Mene tera kya bigada tha 😢"
They are all geniuses . More geniuses are outside
Thanks to RUclips algorithm to suggest me this high quality discussion. 👍🤟
This was excellent… I mean in such simple way explained the economics of power….
जब वैदिक गुरुकुल शिक्षा थी, तब हम सोने की चिड़िया कहलाते थे, यानि कि बहुत ही rich थे. और, अब 75 साल से, मैकाले पद्वति की शिक्षा है. और इतनी कोशिश करने पर भी गरीबी जा ही नहीं रही है
अतः, गरीबी मिटाने के लिए, हर गांव में वैदिक गुरुकुल खोलने का आह्वान करें
Thanks Ajay & Neelkanth ji for interactive session, Loved the nonchalant way of discussing this serious matter but what fun without bit of BC 😊.. Btw missed to see you at IIT Alumni Singapore Ajay Ji, was active there few years back... 🙏
Waiting for the second part because I think you talk more with the sir.
I am humble to follow u frrom starting.
Keep getting the time to talk with your friends.
You should call Neelkanth sir more often in your show. ❤
Insightful.. Thank You❤
Please make more of such content 🙏
Tell them about currency debasement, you will know why markets will always go up in the long term.
Good Honest Governance By Modi's Government Did Make Common Investor Richer & Confident In Economy Outlook, Demat Accounts Are 13 times More To Prior Then 2014.
Sir, I was also having the same concern that jo capital economy me demand creat kerne ke liya jana cahiye vo stocks me ja raha and 30 years se wahi same company company he jo investible he
Thanx Ajay for this great interview. Rarely you come across who straddles both the worlds. One observation - i noticed, more than once, that at some very critical juncture when Neelkanth was elaborating on a point he got interrupted.
Charming discussion, one that kept me hooked all the way. Look forward to hearing more from NM.
One small feedback -when the guest speaker is in a flow, it's best not to interrupt unless it's done only to elaborate on a point for the viewers'benefit.
ECONOMIST IS A PERSON WHO KNOWS MORE ABOUT MONEY THEN ONE WHO HAS GOT IT.
ajay sir video badhiya tha per real estate ka topic adhura rah gaya ho sake to pura kijiye part 2 layiye
one should watch Mr Neelkath's you tube vedio when he was in credit swiss, Government has already taken care of what he said about PSU banks..But at that time PSU's were bleeding because of apathy and work culture. Now same PSU's are performing because of good governance .. He is talking about 2053, its applicable for people @20 years age.. Calculate your current age and remaining useful age and decide what is longterm for you. Blindly following analyst may not help you always. Bubble can be good as it brings new players..
I always spend time on Friday night on this channel to gain knowledge and i am addicted to it😊
so wonderfull discussion. Ajay sir, your listening skills are too good. Thank you so much for this discussion.
Brilliant interview . Thanks for bringing Neelkanth Mishra on board. Eagerly await part 2.
In feedback terms, the video quality seems to be lagging. There are trails when, say, hand movement happens . While all other technical capabilities are fine, this appears pretty royal one to ignore. Your quality of work deserves equivalent top-quality presentation. Please fix the same.
Ajay ji brilliant interaction, you doing a great job by educating the common man. Interesting & fabulous 👌🏻
Exchange rate stable kaha hai.. last 5 years me 70 se 83 Rs ka ho gya dollar
next 5 year me again 73 me milega dollar
सादर प्रणाम, वीडियो के दूसरी भाग का इतजार है
Excellent conversation and very informative. Keep posting such insightful videos. Thank you!
Mind blowing conversation. Such clarity of thought.
I salute u both
I do not agree that 80-90% is reaching in all cases. In many cases especially mubicipalities everything is opaque. For example no water body is being cleaned in multiple cities etc. Funds must be going but not being cleaned. Lot more needs to be done.
Wonderful conversation and very insightful also ❤❤❤🎉
Once USA dikkat crashed to 40 to 50, automatically per capita will raise in terms of flat. But again, the balance is not about dollar trend but the comparison with others. So when India's GDP grows other countries GDP also grows. And by their population, per capital will be higher.
I have a solution that will work for 100 years, if India is interested
Looks like this is Part 1
Kya in depth knowledge mil raha hai
Bahot maja aa raha hai
What a great session. So much of clarity.
Brilliant guest. Brilliant host. Rarely do we get such a combo.
Always happy to listen to Mishra Sir
I got clarity regarding fiscal deficit adjustments from his lectures only ❣️🙏🏻
Thank you Sir
Good one. Never seen Neelkanth being open and enjoying a conversation like this - sure it is from both of you being friends for a long time.
Couldn’t get the right subtitles roughly from 30th min to 40th min :(
PM Was geotag bol rhe hain aap.. main varanasi se hu.. Kai lakhpati logo ne paise khila ke paise nikalwa liye hain. Bas paise khilao aur sanction karwao
Excellent conversation...pure gold. It is a bliss to listen to your insights.
ERP is 7.81, which is very good. I don't know where he got that ERP is negative.
Could you please provide information on how he transitioned from engineering to becoming a Chief Economist. I understand this is a fundamental inquiry, but any assistance would be greatly appreciated.
GOLD……Pure gold, sir I promise you that once I’m capable I‘ll spare no effort to meet you that is Of course by proper means.
Neelkanth Sir 🙏
Such a great video. Full of knowledge.
Extremely insightful, a few things jo upar se gai. But thanks to both of you! 🙏
Very informative , for a layman too. Very good coverage about economics of scale too. Thank you.
Sir, Indian society is compartmentalized avocations. 'At least' technology is compartmentalized replacing compartmentalized avocations, there is little hope otherwise, GDP growth is for few like other countries it remains a day dream in India to grow all - Sarve jana sukino bhavantu remains in words than in reality, right from birth of Indian/Hindu society/nation
Sir, I am dyeing to listen and watch part 2. Waiting eagerly
I am farmer aap ke pure video dekhata huu aap ke satha mai 1 st video upload kiye thi tab se juda hu Aur apke video dekhe motivation miltha hai Aur me share market me 6 month ke bad 2 lakha capital ke saath Ayunga
Thank you Amol ji
Waay better podcast than 100% fintubers 🎉
What a course on economics , salute
Please do the interview with Mr Sanjay Bakshi ji Fundoo Proffesor,Mr Pratyush Mittal and Mr Ayush Mittal, Regards Ashok Lall
Very very insightful conversation. Pls do get Mr Neel kanth Mishra
Best thing is Ajayji is so modest
Thanks Ajay sir for this great video🎉🎉 Felt like it ended abruptly so please make part 2 of this series.. Eagerly waiting😊
Really liked it.. good conversation.. touched a lot of points in packed 1 hour time… Hope to see more content like this…Thanks Ajay ji ..
Probably the best insight on economy and valuation. Great job Ajay ji.
Rich content presented with wonderful, matchless combo. Thanks and respect.🙏
Thoroughly enjoyed the conversation. Big thank you. Made my day ❤
Great insights, key is to move ecosysyem to action with excellence in thinking, speech and execution
Awesome Episode.. Hoping for more in future
thank you sir ❤❤❤
Optimistic about India but boy there is going to be so much more competition from other developing countries thanks to internet and smartphones 😢
SIR PLEASE IF POSSIBLE MAKE VIDEOS FOR UNDERSTANDING SECTORS LIKE GREEN ENERGY, DEFENCE, ELECTRONICS AND FUTURE OF AUTOMOBILE. UR VIDEO THAT U MADE FOR AC SEGMENT ANALYSIS WAS SUPERB.
Ajay sir very interesting conversation.
Please allocate more time for the valuations of share market depending on various sectors.
Many more about these topics needed 🔥🔥👌 knowledge packed and specifically india related
Thank you so much for a very informative discussion
Excellent video. Thanks. Mishra jee is a legend
Wao! High knowledgeable discussions.
Video sunkar maja aa rha hai..
Our real Economy actually started from June '2022 onwards
Badhiya hai sab. Ek request hai guest ko Aap keh ker address kare...tum kharab lagata hai
Very informative, thanks Ajay bhaiya
Thank you for this Ajay sir and Mishraji 😊 true knowledge
Amazing analysis , totally resonate with the views shared and highly appreciate your efforts.
It's a fantastic interaction. Lot of insight and knowledge!