India: PSU, FII, Real Estate, Valuations: Great Insights from a Great Mind
Another superb, in-depth analysis of India in HINDI; through simple stories, anecdotes and data from my dear friend Mahesh Nandurkar. He has spent 25 years in the Indian Markets and is among the best minds. We deal with Valuations of Sensex, PSU re-rating, Real Estate cycle and much more.
His report can be downloaded here...
www.linkedin.com/posts/jeffer...
00:00 Introduction
02:08 Bubble zone? Valuations of Indian Stock Market
09:56 Domestic Flows : Can this continue?
12:32 Capex Cycle & Manufacturing Boom: Will it last?
24:08 PSU comeback. Can Government Companies go up more?
32:26 Valuations of PSU? Can they re-rate more?
33:45 Real Estate Sector growth and prospects
41:57 Has Indian stock market become less Volatile?
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
#ajayfy #bullmarket #psu
Пікірлер: 205
अजय सर जब से आप यू ट्यूब पे आये है तब से मै आपके सारे व्हिडीओ देखे है. आपका व्हिडीओ मे जो कंटेट होता है उसका स्तर बहोत ही उंचा है. आप जीन महानुभव को लाते हो और उनका जो भारत और इनवेसटमेंट के प्रती देखने का जो नजरीया है वो कमाल का है. हमारे कल्पना से परे है. इनवेसटमेंट करते समय कितना कुछ समझना और देखना पडता है ये आपके व्हिडीओ दखने पर समझ मे आता है. आप मेरे संबसे पसंदीदा मेंटॉर हो. आपको शत शत प्रणाम ...
I am so lucky and blessed that such a great learning I am getting free of cost.
8:30 beautifully put, if go by market condition its a sell, if by supply demand its a buy
One of the best channels sir for financial and economic discussions !!👍
Thanks for the wonderful conversation.🙏🙏
Eye opening discussion, MAJA AA Gaya!!!!!!
Thank you
Dhanyawad Both of you sirs 🙏
Investing in markets from previous 10 years and I have not seen such in depth analysis of markets. I was kind of fed up with research available online and it never added anything in my perspective but this channel is awesome. The kind of guests who appear are extraordinary with vast knowledge. Hats off
Thank you so much!!!
आपसे बहुत ज्ञान मिलता है स्टॉक मार्केट में इन्वेस्ट करने के लिए❤❤❤
Thank U
Great
Sir pls continue posting such videos . We always wait for such knowledgeable sessions. Pls don’t stop posting .
Sir, your videos are lessons in practical knowledge... 🙏🙏🙏🙏
Very good quality talk, thank you so much
Great interview, great questions...Awesome.
Very intelligent discussion. Thankyou Gentlemen.
Very nice. Thanks to both of you. I'm always waiting for your videos.
Ajay bhai saheb, it's sheer pleasure to listen two brilliant minds in conversation🎉
Simple Wow, this discourse provided indepth prevalent economic and market conditions. Your videos are outstanding.
what a pure knowledge ,
No words to express. What a wonderful and informative video. ❤❤❤
Another great video
Excellent
One of the best knowledgeable video on KZread
Very much impressed with the most detailed Roadmap of the Indian Economy. Keep up the good work & educate us laymen in financial intricasies.
Fantastic video!
Just loved it ❤
Really an excellent discussion
Great learning
Whenever I come to this channel it's just quality content no nonsense discussion
Thank you for bringing us such knowledgeable content for free. Appreciate your efforts. 🙏
Super Awesome video sir...gr8 insights in simplest way possible... Thank u Sir..
Excellent.
thanks i know more than enough ..............
Great conversation ❤......... Thank you.
🙏🙏 thank you sir for interesting discussion.
Ajay Sir and Mahesh sir, iam very thankful to you, aapka itni kimti waqt Or aapka precious knowledge share karnekeliye @Ajay Sir, Thank you once again for opening KZread channel, Its helps lot
Such great insights, thanks for such remarkable videos..
Excellent insightful incisive questions on FMCG valuations!
Thanks for this conversation sirji. Please repeat Mahesh sir atleast twice a year. Aapko Mahesh sir dosti ki kasam. Really a very insightful discussion !!
Thank You sir for sharing your knowledge and wisdom.
Great ❤
Just the clarity i needed at this time❤
so much wisdom ! thanks for sharing..
I m glad i found this channel! Ajay ji, please ek aur session Neelkanth ji k sath kijiye, he is a delight to listen 🙂 please bring him again 🙏🏻
kamal ke vidwan log hai ajay bhai aapke dost log...bulate rahiye aur public ka gyan vardhan kerte rahiye.
Very interesting and in depth study covered in the video. Awaiting for more such videos.
Can't ask for more investing wisdom in one video than this , obviously now I am feeling greedy to get more such Videos from Ajay Sir. Awesome content! Hats off !!
Super.
Sir aap logo ka knowledge excellent bhut deep understanding hui
Exceptional Interview. Thank you Ajay sir for this level of content . Pure Gold
A unique presentation. Thank you.
Excellent session, with some fantastic insights. Mahesh is simply brilliant. Both of you have such command over Hindi, that it's a pleasure to listen to you both. This was my first time too to listen to such involved concepts in Hindi. Keep it up, hope to hear more from Mahesh as well.
Great learning sir thank you very much 🙏🙏🙏
Excellent perspective Anil Nahar
Amazing content. Thank you!
Very Informative session
Awam sir.. Genuinely speaking last video se bht hi acha... Sahi hai bht maza ahya 😇😇 Phr ahna dubara😊😊 Thnku so much
One the best find on KZread 🎉
Very insightful
अति उत्तम
Great video sir ji
Your each discussion is a gem. Your content always surprise us and provide very basic but a deep understanding. I amaze by your content idea and its delivery in very simple lucid way. Thank you to both.
Amazing insights. Thanks for sharing 🙏
Very informative Ajay Sir .... Pls keep coming with such videos....
sir Amazing explanation in very simple term
Thank you Ajay ji❤
Very good to see that , big brains are giving so thoughtful information in such a simple way and explained each and everything .. thanks for launching this challenge this will be Win win for every Indian..
Great 😊❤
Nice work,thankyou
Wonderful video...🎉🎉
Ajayji, you have so so resourceful friends circle ❤❤ and willing to share their wisdom ❤❤
Thanks, it enhanced a lot of knowledge.
Great !! Excellent Analogy !!! gather lot of knowledge.. Looking forward lot more this type of videos...Thanks a lot,...👌
fantastic sir , aur saare log le aavo
Wonderfull channel... I never see such a precious information in any channel on youtube... Really thanks a lot for sharing these valuable videos
Excellent videos boss. Aap aise insights dete rahie from Market supergiants.❤
Very nice session
Very informative and knowledge video
Thanks ajay bhai
Great video
Wow content
Very nice
Very nice video sir amazing knowledge
This is the best content on ecomony outlook so far . Thanks much ❤. Officially a follower from today
Fabulous conversation. Dil mage more.
Sir, sab interview session bohot knowledgeable hai, Thanks for this
The way of explaining.....is jabardast....sir aap inke sath investing per aur indian policy making per video banaye....jisse humme bahut si baato ka gyan mile
Excellent 👌
You are doing great job of educating people like us in very simple language which is very tough job if you in day to day life are involved in and doing complex and highly intellectual work
Very informative channel 🙏
Thank you for doing this Video. I found this very insightful. I am great fan of your channel
Thank you for this insightful podcast 🎉🎉
Great conversation Ajay sir
Blessed to be with Genius to super Genius people sharing their thought and insite of our country,,, thank a ton incredible Ajay ji🙏
Awesome as always ❤ loved your all podcast.
Ajai jei bring best minds with excellent ❤ Analysis❤ Thanks Brother
❤❤ Great personality ❤❤