Part 2 of India IN-DEPTH : Valuations, Economy, Growth and Markets
Part 2 of the 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
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
Пікірлер: 141
Superb episode. Episodekab khatm hua pata bhi nahin chala. Looking forward to the continuation of the discussion.
A reservoir of information, a man with a clear vision that is Neelkanth. Really enviously excellent talent 🎉
I was eagerly waiting for this episode... Thank you Ajay Sir for creating this channel & Nilkanth sir for sharing his insights...
This is the best ever video regarding economics I just watched... Also getting lots of knowledge and information about my country. ❤
It is a real pleasure to watch the two respected experts sharing their wonderful insights. ❤❤❤
I can see real business journalist Thanks Ajay
Gajab ka episode .. thank you sir
I am very very thankful for bringing Nilakanth sir on your channel. His thinking level is beyond my imagination which gives me a different view to look around and judge Indian economy and its growth, so that I can invest my money in stocks. I hope you will bring him on your channel frequently to financially educate me and Indians.
Love ur hosting style and the content u provide us. I m grateful to u for ur decision to teach on KZread. Pls keep doing the great work.
Super Video! Only well researched and detailed person can speak in simple way. Kudos to you Ajay ji for bringing Shri Neelkanth ji for us
Ajay sir.. Thanks a ton for creating such knowledgeable videos free of cost. We can directly hear from Nilkanth sir and you in such an engaging manner.. We are really fortunate to witness this kind of videos in today's time😊
Super video. Dil mange more. 🙏
Love the conversation.
Sir thanks a ton for making such videos and Salute to Nilkanth Sir for providing this updated information and his viewpoint backed by his years of global experience. Would love to see more such videos which help and influence the ordinary people of India. Jay Hind
Ajayji, thank you for presenting these two episodes. I listened to them because I could gage into future of Bharat. Now I have some broad perspective of future growth and my investments will be aligned to this.
Tremendous content . Both of you have great chemistry . Each episode has a wealth of knowledge. Pls continue this series .
Phenomenal informations, stepwise detailed analysis of incremental effects of development leading to better life of citizens!! Eye opening content!! Dhanyawad... just loving this discussion ❤❤❤❤❤
Wonderful conversation Bhaiya.
Thank you
Very nice, Loved it
Thank you Dear
Great gems of knowledge. Thanks
Thank you ❣️
Chacha Bhatija talk❤love it
Thank you Ajaybhai and Nilkanthbhai...Simply Superb
Very nice podcast. Informative and insightful. Thank you both for the enjoyable dialogue 🙂🙏
Excellent knowledge sharing
Superb video. Please sir bring in more such videos . Loved the way he connected dots of each development with world phenomenon. Also thanks to tech it's possible now to get this vast knowledge goldmine free of cost. Else such info was never available to common ppl.. just loved the series.
Superb video sir ji❤
Thanks for bringing this video for us
i disagree with the increase in the income you can go and check the data where the salary of nontech employee is same from last 7-8 years
I feel so same Ajay must say Aap. It will be a mark of respect from one friend to other
❤❤ brilliant mind nilkantha ji
Hope the series continues ❤❤
Good work Ajay. Because of you We are getting perspective of various experts. 🎉
Thanks for your effort
Absolute pleasure to watch and listen. Great knowledge
Can't thank you enough for the insights from this video
Very interesting & informative talk between informed persons please do more programs thanks keep up the good work
Thank you Sir 😊😊
Excellent sir ,thanks sir
Simply Amazzzzzigggg
Thanks Ajay sir 🤗
Great learning sir..... Please keep it up
Learnt a lot. Thanks sir.
Insightful 🎉🎉
Ajay sir always comes up with something new every time... Nice video
❤❤❤❤ thanks a lot, please bring more such people in the channel
Very insightful
Very Informative video 👌
Great conversation
Great video
Thank you so much sir for your initiative of such interviews which helps us to understand our country economy and it's development and our society too. Keep doing this to share best knowledge to us. And thankyou again to you for your one line which help me to get best investment opportunity and I am on a very huge returns within a month After watching your video on EMS .
Excellent 😊
Good discussion ❤❤
Good Work Ajay ji
Virat Kohli ki painting bhi finally complete ho gayi; Good work Good knowledge sharing by Nilkanth sir Gives a great perspective and widens the thought process Women in workforce has lot of drawbacks also; but as our culture is more and more westernised and more women are educated, it is bound to happen and our male dominated society is already moving towards equal rights society. Drawbacks: More divorces Less Marriages More Live-ins Loss of traditional family food culture More eating out leading to more lifestyle diseases Etc.
Man it was too short, please make a longer one.. such insightful conversation
Best video
We have to move from extraction mentality to production mentality.
Great sir
Since you mentioned Maharana Pratap, also Study Chhatrapati Shivaji Maharaj; you will be thrilled as reading history of Maharana Pratap
Does Neelkanth sir have a newsletter? He is so insightful.
Pls do part 3 n 4 too ,bks recomended by him are also v helpful,like that you let your guest spk and not try to interrupt them .Sometimes guest share extra knowledge which is liked by the viewers .
अजय जी, आप नीलकंठ मिश्रा जी को आप कह कर नहीं बोल सकते क्या? आप से उम्र में बड़े है.
Ajay ji, I don't have words to express my thanks to you and Neelkhanth ji, How would I get connect with you and Neelkhath ji, I would like to present an Comprehensive Digital Business Model for Infrastructure and Construction Sector- Which is a Labor Intenstive Sector- its a very UNIQUE DiGiTAL ECOSYSTEM MODEL for next 3 - 4 Trillion Dollar INVESTMENT in this Critical Sector. Sir, nilkhant Sir, को कहिये गा गोईठा हम आसानी से समझते हैं ..... Sir, Once again I would say; This is UNIQUE Concept- which I would like to share with you and Nilkhant Sir. {Bihar ke exp. ko turn around kar sakte hain in nxt generation}
Sir please recommend some books through which we can understand the economic development of America, Japan, china, Indonesia..... Along with the role of exceptional economic policies bringing catastrophic changes in society. I am really really grateful to you for such a lovely part 1 and part 2 .... I can only hope that it just a beginning....part 3 part 4..... are in the pipeline
Sir very good video, audio clarity can be improved a little bit... Thank u so much.
Sir we want more from him
Also sir, may be more on the rural economy how has it changed other than the roads and agriculture being not a big part of the economy anymore. There are generally comparisons on per capita consumption of products and commodities and explain the upside potential for Indian companies, not just percapita consumption but on case of credit penetration being so low, so the indian banking can grow jhigher than the nominal gdp for long time. Can you explain the rationality of this? becasue from my understanding and limited research it is becasue of mortgage penetration the statistics are not comparable.
Ice cream is such a brilliant point
Sir service sector is required but we should parallely develop it product company
How can we got those reports or note written by him ?
Ajay sir please share name of the book which has IT sector history mentioned by neelkanth sir
Sir Aapne Virat kohli ki painting badiya banayi hai ....apki mehanat rang lai❤❤
We want the 3rd part pls.
Chattrapati Shivaji is another example like Maharana Pratap....a great example of resilience, fighting adversities, determination etc. Both great legends.
@vishalbhadre178
5 ай бұрын
Chattrapati nahi chhatrapati
🇮🇳
Hello sir , i have few questions for you 1) can you name things you read on daily basis or monthly basis 2) books you would recommend 3) some other youtube channel where same kind of or level of information is provided. 4) if you could provide something else which would benefits a person to build knowledge about business and economy please do suggest Why i want this information:- 1) market js filled with gurus and its really hard to read all. 2) with your recommendation i would start the network of good writer and knowledgeable prople 3) news provided now a days seems half biased and do not provide food to brain . Manu more reason to discuss Please do share this things if possible
What is your say about malnutrition of children who will be in labour force in next 8-10 years with substandard education system ??
Request you to do long video,we can always pause if required to attend some work n continue later.
Indian IT has kept a nation poor thanks to infosys! And we are applauding our own people plundering after british left.... give these 2 people 10,000 salary...
Let us discuss latest AI revolution's impact on India being IT service provider with Neelkanth Ji I do feel there are both -ve and +ve impact, and we need to be agile and swift in making good useful engineers for future market.
Book name pl
❤❤❤
BM should watch this channel and learn to deliver something meaningful rather than blabbering random things for 90% of total video.
@AKM_828
5 ай бұрын
B stands for blabbering in his name
Ajay ji ho sakta hai neelkanth ji aapse chote hon per please unko aap Kah ker sambodhit Karen to kyada achha lagega.
Bringing women in India to workforce for economic independence and GDP growth seems to be prima facie beneficial for economy. But in the long run it has resulted in broken family, increase in handicapped children and population degrowth which is also harmful for the economy. Western countries,Russia and China now realise the adverse impact of population degrowth. The result is compulsory service in Defence force for young men and women in these countries. Fortunately India do no face crunch of personnel in Defence service. India should follow its own viable model of economic growth without aping other countries blindly ignoring the negative lessons learnt in these countries. Economic independence of women has created more problems in family and society than solving them. There should be sustainable economic model for India suitable to its culture.
17:09 please let us know the book name 🙏
Superr. Please improve audio quality.
सर जी प्रणाम
Sir big fan. Aapka thoda samay milega? Big fan.
when you make videos, pls. be mindful of the audio, it Echo's in many of your videos
Ajay ji, whether you have research n data of impact on service sector with arrival of AI. I don’t think what guest is saying going to sustain in the event of automation of data. We are producing still sasta labour, how can we increase living standard when actual income is stagnant? Ye to khud hi bol rahe hain cheap software availability.
@feellikeks
5 ай бұрын
Agree but it will take time, but I think govt is working on that i heard one statement by one of the big ceo they said road map is same to achieve but Jana isi se guzarkar hai
Kabhi apni bookshelf ke tour par le chale humko be Ajay bhai.
Pl amke a live video and take questions from viewers
सर, महोदय से पूछिये की पहले आधार बनवाने सुधरवाने के पैसे लोगों को नहीं देने होते थे अब बनवाने को छोड़कर सभी के पैसे लोगो को देने होते है ? अभी और अच्छा विकास किस तरफ जा रहा है, जिस देश में ८० करोड़ लोगो को सरकार फ्री राशन दे रही है क्योकि वो गरीब है फिर उन्ही से जो पहले फ्री था उसी का पैसा वसूलना क्या ठीक है ? सवाल इसलिए क्योकि आधार सम्बन्धी कार्य मै कर चूका हूँ !
Param 800 was made by Dr. Vijay Bhatkar.
nilkanth mishras ko pucho unki favourite 100 book konsi hain?
Thanks to Modi government who said toilet for everyone... Modi has a amazing thinking, we are lucky to have leader like him....
@As-zc3kt
5 ай бұрын
😂😂😂 andha bhakt
@Sachu7
5 ай бұрын
Yes thanks to Rahul Gandhi we will get gold potatoes
@Sachu7
5 ай бұрын
And thanks to Congress they are in mission of making india will be Muslim country
@mayankpatel3570
5 ай бұрын
Congress ko sab jante hai isliye aaj congress kaha hai batane ki jarurat nahi.
@bhupenderrawat5922
5 ай бұрын
@@As-zc3ktchal nikal andhnamazi