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This land belonged to a famous Govt Paper Mill once and was under the ownership of Assam Industrial Development Corporation. It is hoped that the TSAT facility shall create an ecosystem of many other similar units in Assam. Great vision by Ratan Tata and N Chandrasekaran.💕💕🩷🩷❄️❄️

Nice discussion. Loved it.

The difference between then and now is FDI increased during Dr Singh era and now we are witnessing flight of capital out of India. Policy flip flops have increased distrust on investors.

V wrong

Main issue could be, rather than Reality, it's hype with Slogans and Corruption

MMS was great Finance and Prime minister of 2G Scam, 3G Scam , COAL Scam, Freedom to Bofors accused Quattrochi by unfreezing his assets and getting relevant files burnt....Kudos to such amazing service to Nation...We will never forget you MMS and MMS taught us how can a great economist can accomplish so much by making his mind subservient to High Command of Party...You and Paneerselvam of AIADMK taught us, what an IDEAL PSYCHOPHANT should be....Amazing job....

Real estate growing at 24%?? Professor is living in some other world. Sorry had to say this. Same with FMCG. Its not growing at 24% period. FMCG growth in 2022-23 was 7-8% and 2023-24 was 5-7%.

So glad I stumbled upon this channel. Superb content 🌞

It'll really be helpful if panelists come prepared to answer the questions asked and not make a speech...we have TV channels for grandstanding or showing off knowledge.

🙏. Obituary of Manmohan Singh put as softly as possible, by the esteemed Gentlemen in The Core discussion. What ails Bharat earlier was failure to do duties of the chair without fear / favour, polity choosing cling to the chair than step down when wolves around where on a free hunt, ignoring Complicity sins predominantly for fear to cut cardinal sins wishes of Master and their men but continue clinging to the chair as long as possible for moh maya.. Similarly Today fentanyl high Dallas chief operator of washing machine operates without fear or remorse but only for favours shamelessly peddling away treasures of the nation to cronies, on hyperbole distraction optics generation away from core issues, low on substance / execution but high on flashes of distractions / removing jhumlas from his hat with all the grandeur and legion of entourage clapping they can muster for day in day out planned spotlight occasions by his HMVs to please the Nero within the Kalyugi Prabhuji master . All oblivious that the Universal Supreme Law of Karma is unforgetting and unforgiving. Harsh Karmic reset is already underway in the world and Bharat. Hope good sense prevails ji before it is too late.🙏.

Muslims has the first right to all properties in India....a famous dialouge of Maun Mohon Sing . This man can not be a friend and well wisher of Hindu Indians . His educational might got lost to the slavery of Nehru/Gandhi Family. He may have done many thing good but also destroyed the Indian Economy in many field.

Samir is one of the 2-3 reliable voices in Indian financial market & he’s admired for his forthrightness. It’s hoped that pressure of competition in the MF industry doesn’t dilute that trait.

Ideas are cheap, execution is hard. The guests are a little too sympathetic and loose with crediting Mr.Singh. Also, people never felt his genius or crisis time reactions because no grassroot execution.

I don't think rural employment scheme is good for economy. And free food transfer scheme is too large.

I dnt wanna cntinu ths job it s risky i nd a break

Very good analysis

FMCG growing @24 %! The panelist seems to be living in la la land ! Simple question, then why all the FMCG companies show lower sales! And, why GDP growth is dampened, if the list of industries quoted are growing at 16- 20 % . Sorry DONT agree.

Nice! More profs please

Thanks for the forecast! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

Interesting

Quite an interesting analysis, Sir and I already feel optimistic as an investor in India. However, sorry to point out, you're out of sync in some realities about our homeland... 1. Corporates continue to pile on cash on the back of tax breaks, 2. but hand down very little to employees, so, 3. salaries are growing @ less than inflation, 4. Real jobs are'nt growing (non-existent) so, we see riae in side hustles, what with swiggy/zomato/rapido - rise in gig economy 5. India's famos middle class is heavily taxed, and 6. with no (real) rise in incomes, consumption has nosedived - QoQ results show same. 7. Taxpayers monies are yet again squandered In freebies 8. Continuing exploitation of educated Indians, continues to drive talent out of India 9. Now, not-too-recent trend of HNI drain to tax havens like Dubai etc is a result of heavy taxation The challenges for the residual Indians can be very long and pointless here.... Our concern is.... Is govt/policy makers paying any heed to middle class ( the golden egg layer getting quashed diligently)...

High quality channel providing excellent content, enlightened discussion. It needs to be viewed much more viewers n subscribers.

PROFESTOR IS OUTBIF TOUCH WITH REALITIES....LAST 30 YEARS OUR CITIES ARE OVERCROWDED UNLIVABLE POOR QUALITY OF AIR FOOD WATER COSTLY REAL ESRSTE CORRUPTION EVERYWHERE PER CAPITA GTP RSNK NO.143...😂😂

I didn't understand the margin discussion of tesla vs toyota in the middle, i think sir mismatched the numbers or measures here n there, any explanation is welcome

Conflict between the topic time stamp and the conversation. Looks like a mis-match with some other video.

Always a pleasure listening to Samir. Very candid & analytical!

Very interesting. What I find difficult to square is the idea of lots of talent in India. In terms of numbers it could be true. However as a percentage of workforce, talent is very very thin on the ground. It looks to me that (within ICT industry) the relatively low rates in the service sector is more or less a correct reflection of low final output per unit input(effort in hours). Our productivity is low and the so called leaders in the industry are by and large just happy with this. Very small fraction of the service sector is working for medium and high value projects.

You talk about EV without talking about the EVs in China. That's where all the innovation is taking place and ofcourse in Tesla.

He is a government agent. Not talking about low wages and high taxes

Why OLA two wheeler EV is opening 4000 new stores in India, if things can be updated by Net without dealership network?

🙏. Thought provoking discussion by the Gentlemen to build upon. Thanks for sharing.🙏.

Superb discussion. Minimal economist gobbledygook , clear and insightful ..DK +Govind, thank you

Word vomit!

AI will eat up 60% of the hallowed well paying jobs in the IT and Services sector in the forthcoming years, affecting cumulative Demand in the economy in 🇮🇳 Brace yourself, Agentic AI will have massive impact on the world as well as Indian economy!!

Totally DISAGREE with westlife McDonalds valuation method.

extremely helpful video. Big thank you

There was a slowdown even before COVID . All the growth was just a push because of the COVID lows.

Informative chat to begin a day !

Indian are traditional conservative, patience and wise. Just because some people are running, you don’t have to rush. Just one idea, India’s future will be more like China than like America as far as productivities are concerned. Therefore it might benefit Indian people more if Indian leadership studied the Chinese policies. Indian will have to sell a lot before India is a rich nation. If you introduce national policies like rich nations…stuck..

Bazar me is samay sasta kya hai? What is cheap right now or this year in market. I shall buy at discounted price and get a big return at revival aftet 1/2 year as I have to reply myself.

GDP is goods and services totally produced in a country. In 2019 Electoral Bonds were issued worth appx Rs 12500/- Crores were issued by various corporates and establishments as a donations to political parties. These companies were producing essential goods like cooking oil, pharmaceuticals etc. As a result of this, the costs of essential goods & sevices doubled and some tripled during 2019-2023. GST on this also increased by way of indirect taxes. This created a fake growth in GDP figures. In the 1st quarter of 2024 Supreme Court declared Electoral Bonds as illegal. So whatever growth you see in GDP was because of doubling of costs of products, but consumption to these products have fallen due to fall of savings rate per family unit. As a result production is also slowed down and fall into GDP growth rate. This point is overlooked or deliberately avoided by various media.

CRICIL or ICRA type of domestic rating agencies generally find ways to paint rosy picture of economy by linking GDP with reasons for booming Stock market, while BSE and NSE very often witness several stocks going up due to stock buy back.

Quality channel. Excellent content. Inviting top experts. 👍👍

Overall, the INDIAN Economy is Growing !

Overall everything is going fine as per this guy...

🙏. Addendum: Video msg also missed on the window dressed growth rates being peddled out by govt ceremoniously steeply in variance with results of blue chips of the organised sector across all sectors, stagflation staring on the face of Bharat and Bharatiyas, ridiculous levels of loading up of loans / resources steeply by super concentrated cronyism sycophancy beneficiaries from 2014 , while Bharatiyas households have become steeply debted till date all this leading to steeply increase vulnerability of Bharat ' s financial economy. Free Trade Agreements of Bharat drafted and agreed by our corrupt polity have steeply compromised with gains more for the other shrewd countries while Bharat huffs and puffs to try derive strategic gains and profitable access of the FTA balance conveniently stumped overall from dynamic policy changes aimed against Bharat. Hope good sense prevails ji before it is too late.🙏.

There is a huge crash coming.....very soon companies are going to start reporting losses

🙏. With all due respects to both of the distinguished panelists. This discussion was a damp squib, verbiage, no concrete actionable take aways to benefit either the viewer or Bharat economy. From echelon Crisil seat sad not to hear any insights, no proactive measures/ suggestions to take from the rich, valuable experience of the panelists. Wishy washy responses all along skimming on the general foam of economics as a typical govt babu would reply . Core economic issues of Bharat and Bharatiyas suffer super concentrated cronyism policies with extremely poor economic vision / measures execution leading to rampant underemployment / ( extremely poor employment opportunities for the youth and middle ages / unreasonable steep downsizing in Bharat and the world over with connected polity turning blind with typical Nelson's eye syndrome )falling wages with steeply declining purchasing value of their earnings, rapid depletion of savings / wealth of households , concentrated cronyism sycophancy tax policies driving steep inequity between rich turning super duper rich while middle class and lower class of the economy are being squeezed hard of all their earnings with greedy atrocious gst, taxes , very high inflation on all household elementary products and services (not all inclusive in inflation capturing basket ) taking them to keep slaving away and in a much more miserable state than they were in 2014 . The only exceptions are polity, crony beneficiaries, unproductive / unprofessional govt employees who are skimming away the cream of the taxes of Bharat spent way beyond the right levels Bharat and Bharatiyas economy can afford for their salaries, perks and pensions eating away precious resources etc No stats + solutions on the above. Respected panelists try listing the takeaways from your video msg ji , you would appreciate what all you missed. This video msg Could have been much much more informative on the above listed economic issues. Hope good sense prevails ji before it is too late.🙏.

Govind Raj , Ethi Raj are one person not two 🎉

Rich content 👍🏻 Thank You, But as a retail investor , can there be some conclusions to make investment decision.