India IN-DEPTH: Valuations, Economy, Growth and Markets

A great salute to u sir. As always out of mind ...content

Awesome Episode.. Hoping for more in future

Great interaction.

Sir, I am dyeing to listen and watch part 2. Waiting eagerly

Both person v gud person

Knowledgeable video

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..

Within 20 years the West will try to create a rival(s) to India so we have to invest in R&D now !! 😂

Optimistic about India but boy there is going to be so much more competition from other developing countries thanks to internet and smartphones 😢

सादर प्रणाम, वीडियो के दूसरी भाग का इतजार है

sir, Please make videos or podcasts somewhat less technical and more understandable for normal audience, After sometime I wasn't able to understand a thing, I wanted to watch full video but wasn't able to continue it more.

Thank you ajay sir

Hul Etah now tea plant sir …..

Neelkanth Sir 🙏

Its more like two bhakts chat

Neelkanth Mishra is indeed a real life hero and I know him since he used to come frequently on CNBC TV 18

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.

When the capex cycle of Private sector will be started

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.

Why does an eligible guy like you need friends like Nilkant sir!!! ..... I just don't understand. You please give him ...... Gift us. Both are toooooo good. Beautiful, beautiful season.... fiscal easing, monetary tightening, unintended cash flow , equity risk premium -ive, TFR related analogy, in any sector providing a scope to earn 5000cr draws more investments and eventually creates bubble which is good, real-estate cycle influence urban economy but not rural, 90% are G & G+1, 0.7% only 10 storied buildings, economic growth determined by labour input, capital input and total factor productivity - among which capitais crucial, Roti-Kapra-Makan ( × 1 - × 2 - × 30), India's real-estate moving up while others are diving deep.......oh! precious discussion.

Request you to start a full economic and geopolitical discussion season with Nilkant Sir (at least twice a month) ...... It would be very beneficial for beginners like me.

Thank You Ajay Sir .......🎉🎉🎉

so wonderfull discussion. Ajay sir, your listening skills are too good. Thank you so much for this discussion.

Mind blowing conversation. Such clarity of thought.
I salute u both

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.

Badhiya hai sab. Ek request hai guest ko Aap keh ker address kare...tum kharab lagata hai

What a intelletual....

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

Great DISCUSSION 🎉🎉🎉

Video sunkar maja aa rha hai..

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.

Still people pay the bride in advance to get the work done on time. Otherwise work won't progress.

thank you sir ❤❤❤

Neelkamth sir talked about a book.. can someone share the name...

Wonderful conversation and very insightful also ❤❤❤🎉

Please do the interview with Mr Sanjay Bakshi ji Fundoo Proffesor,Mr Pratyush Mittal and Mr Ayush Mittal, Regards Ashok Lall

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

Nathuni prasad singh, high school noora, masaurhi?

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.

उत्तराखण्ड में ६०% भी ठीक से नहीं लगता।

PE rerating is beyond imagination now🎉

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

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!

Waay better podcast than 100% fintubers 🎉

He is one of the best in India. I have learned so much listening to him.

This was excellent… I mean in such simple way explained the economics of power….

Nilkanth Ji studied from Bokaro & Bokaro used to produce lot of IITians. Nice to see him & at the top of the helm.

Ajay Ji ACC is still not transparent & just to add, there is also Performance related pay (PRP) in PSUs based on certain formula given by DPE and for profitable PSUs it comes to around 300% around 25- 35 lakhs per year for CMD/Directors.

Regulators should support with supportive mindset

Hon'ble learned Sahab jee, Interesting, why don't you see and discuss the other part of the moon such as more than 81 Crore population of our country are so poor and government is providing them free ration/food to survive. And what is the situation of schools and our education system, how much costly is education in private schools, total loot. And what is the reality of government schools in country. Therefore unemployment, who is responsible. You discussed only the bright side of the moon . Higher taxes compelled to lower middle class to come in the BPL in the coming days. Please make balance in your conversation by discussing both aspects so as one can reach at the right conclusion.

Don’t agree on TFR vs investment.. Europe is the biggest example DAX example on the contrary consumption comes down as population decreases .. what is Women labour workforce contribution we fair worse than Saudi Arabia