India: PSU, FII, Real Estate, Valuations: Great Insights from a Great Mind

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  • Опубліковано 3 лис 2024

КОМЕНТАРІ • 206

  • @asheeshverma6359
    @asheeshverma6359 22 дні тому +1

    Best youtube channel. Good quality content.

  • @vinayaaphale1260
    @vinayaaphale1260 7 місяців тому +11

    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 ...

  • @varunkhurana5619
    @varunkhurana5619 7 місяців тому +1

    Another great video

  • @abhishekjain1632
    @abhishekjain1632 8 місяців тому +3

    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

  • @BharatDesignServices
    @BharatDesignServices 8 місяців тому +11

    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 🙏🏻

  • @yogeshd.9994
    @yogeshd.9994 7 місяців тому +1

    Eye opening discussion, MAJA AA Gaya!!!!!!

  • @ishanarora5764
    @ishanarora5764 8 місяців тому +5

    One of the best channels sir for financial and economic discussions !!👍

  • @sanjaynandoskar7169
    @sanjaynandoskar7169 8 місяців тому +4

    महेश सर और आपका धन्यवाद इसलिये करता हूं, कि आप दोनो ने आसान भाषा मे पिछले २०-२५ साल के बदलावों को बेहतरीन तरह समझाया है.
    मेरे जीवन के पिछले २०-२५ सालोंमे झाककर वो लमहे आखो के सामनेसे हलके हलके गुजरातेत दिख रहे थे.
    धन्यवाद फिरसे आपका ❤️👍👌🙏

    • @ratneshsinha8336
      @ratneshsinha8336 7 місяців тому

      Very informative session, keep continuing it 👍

  • @tanmoysal3845
    @tanmoysal3845 8 місяців тому +2

    Thanks for this conversation sirji. Please repeat Mahesh sir atleast twice a year. Aapko Mahesh sir dosti ki kasam. Really a very insightful discussion !!

  • @garv369
    @garv369 4 місяці тому

    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

  • @sandeepkotnala
    @sandeepkotnala 7 місяців тому

    This video is very nice and easy to understand Thanks for making such a lovely and informative videos. Keep making such contents

  • @wearesubscriber2747
    @wearesubscriber2747 8 місяців тому +2

    Ajay Sir, when are you starting classes, learning a lot from these videos....

  • @debojit9639
    @debojit9639 8 місяців тому +5

    8:30 beautifully put, if go by market condition its a sell, if by supply demand its a buy

  • @manojsharma6541
    @manojsharma6541 8 місяців тому +4

    I am so lucky and blessed that such a great learning I am getting free of cost.

  • @PrabhjotSingh-ku5nv
    @PrabhjotSingh-ku5nv 5 місяців тому

    Wonderfull channel... I never see such a precious information in any channel on youtube... Really thanks a lot for sharing these valuable videos

  • @raghudesh706
    @raghudesh706 8 місяців тому +1

    Ajayji, you have so so resourceful friends circle ❤❤ and willing to share their wisdom ❤❤

  • @MrYeroul
    @MrYeroul 7 місяців тому

    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 UA-cam channel, Its helps lot

  • @prashantawasthi3580
    @prashantawasthi3580 7 місяців тому

    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 !!

  • @abhaykumartripathi2675
    @abhaykumartripathi2675 8 місяців тому +1

    kamal ke vidwan log hai ajay bhai aapke dost log...bulate rahiye aur public ka gyan vardhan kerte rahiye.

  • @asoksengupta3723
    @asoksengupta3723 7 місяців тому +1

    Very interesting and in depth study covered in the video. Awaiting for more such videos.

  • @jaichaubey9293
    @jaichaubey9293 8 місяців тому

    Bahut Achcha program hai.Aap do ko bahut bahut Badhai. Corporate governance in Indian par bhi program le ayiega.

  • @jenitrshah
    @jenitrshah 7 місяців тому

    sir your channel is my favourite and your knowledge on various topic is incredible. one suggestion from my side is let speaker to complete and put his perspective.

  • @vikskukreja
    @vikskukreja 7 місяців тому

    Absolutely amazing discussion. Request if you can share the report link here as well

  • @informationguru0481
    @informationguru0481 8 місяців тому

    Fabulous conversation. Dil mage more.

  • @vinodgpl
    @vinodgpl 7 місяців тому

    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.

  • @hemantunadkat8684
    @hemantunadkat8684 8 місяців тому

    Hame bhi bahot maja aaya
    Bahot kuch sikhane bhi mila
    AAP sach bolte the - bahot maja aane wala hai, bahot kuch naya sikhane Milne wala hai

  • @jasjyotsaluja9411
    @jasjyotsaluja9411 8 місяців тому

    Awam sir..
    Genuinely speaking last video se bht hi acha...
    Sahi hai bht maza ahya 😇😇
    Phr ahna dubara😊😊
    Thnku so much

  • @tusharagarwal9864
    @tusharagarwal9864 4 місяці тому

    Super Awesome video sir...gr8 insights in simplest way possible...
    Thank u Sir..

  • @debaprasadsutradhar1785
    @debaprasadsutradhar1785 7 місяців тому +1

    Ajay Sir, you are brilliant the way you are educating India. The exposure to these analysis are restricted to only big corporations and their executives. Hats off to you for bringing the perspectives to common Indians like me and explaining it so thoroughly and beautifully! Would like to earn more Sir, request you to please continue!🙏

  • @AnkitBatra-
    @AnkitBatra- 8 місяців тому +1

    Hi Ajay
    Can you please share report that you taken for reference in this video
    Thanks

  • @akshaykhandalkar97
    @akshaykhandalkar97 3 місяці тому

    Awesome content sir, can we read the same report somewhere online?
    I must say excellent quality content, mindblowing data points and charts!!! Thank you sooo much !! I have ordered almost all the books you have recommended so far. I love your approach to investing and also the style of using pure hindi words. Jai Hind from Germany.

  • @chanduprajan5436
    @chanduprajan5436 7 місяців тому

    No words to express. What a wonderful and informative video. ❤❤❤

  • @rajeevnighojkar1183
    @rajeevnighojkar1183 8 місяців тому

    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.

  • @komaldave1166
    @komaldave1166 7 місяців тому

    Excellent videos boss. Aap aise insights dete rahie from Market supergiants.❤

  • @dharmendrapatel5016
    @dharmendrapatel5016 8 місяців тому

    आपसे बहुत ज्ञान मिलता है स्टॉक मार्केट में इन्वेस्ट करने के लिए❤❤❤

  • @manjunathgc1003
    @manjunathgc1003 8 місяців тому

    Ajay ji, we watchers and your channel are getting transformed. Keep rocking

  • @Mridul-v3b
    @Mridul-v3b 7 місяців тому

    Sir aap logo ka knowledge excellent bhut deep understanding hui

  • @vikasabrol2870
    @vikasabrol2870 7 місяців тому

    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..

  • @Shatranjchess
    @Shatranjchess 7 місяців тому

    One of the best knowledgeable video on UA-cam

  • @cosmicblue99
    @cosmicblue99 4 місяці тому

    Great info- video! Thanks for sharing!! At 46” the discussion on $37B of sales by FII in 2020 not moving the market - how should we think about it? Whenever someone sells someone else buys- so what was special in 2020? Were domestic investors basically overpaying in 2020 (or they were insensitive to reducing demand of FIIs)?

  • @soumensen1280
    @soumensen1280 8 місяців тому

    Blessed to be with Genius to super Genius people sharing their thought and insite of our country,,, thank a ton incredible Ajay ji🙏

  • @navdeepsinghbal13
    @navdeepsinghbal13 7 місяців тому

    Thank you, Ajay sir, very useful video,
    Sir 1 question hai please.
    ye jo report ki baat aap kar rahe hai kya ye public ke liye available hai? Agar yes to kaha se ye research reports dekhi ya download ki jaa sakti hai
    Thank you so much, sir

  • @ganeshkumarharal9581
    @ganeshkumarharal9581 8 місяців тому

    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

  • @Nitish-e7i
    @Nitish-e7i 7 місяців тому

    Amazing content ajay sir
    This type of content is very helpful for retail because we have limited access for deep insight about macro economy .keep on hats up
    🔥🔥🔥

  • @shashankraj7416
    @shashankraj7416 8 місяців тому

    Whenever I come to this channel it's just quality content no nonsense discussion

  • @parameshwarannatarajan3785
    @parameshwarannatarajan3785 7 місяців тому

    This is the best content on ecomony outlook so far . Thanks much ❤. Officially a follower from today

  • @bhaveshagarwal4938
    @bhaveshagarwal4938 8 місяців тому

    Sir pls continue posting such videos . We always wait for such knowledgeable sessions. Pls don’t stop posting .

  • @sanchitsharma9891
    @sanchitsharma9891 8 місяців тому

    Thank you for bringing us such knowledgeable content for free. Appreciate your efforts. 🙏

  • @spj786
    @spj786 8 місяців тому

    Ajay bhai saheb, it's sheer pleasure to listen two brilliant minds in conversation🎉

  • @Ekanshjain007
    @Ekanshjain007 7 місяців тому

    Sir, Great discussion! can you please share your views on why the Gross Capital Formation cycle might get extended beyond 10 years? Is India uniquely positioned compared to previous cycles? Thanks!

  • @shankermahadevan2486
    @shankermahadevan2486 7 місяців тому

    Thank you for doing this Video. I found this very insightful. I am great fan of your channel

  • @anandraisardar2406
    @anandraisardar2406 8 місяців тому

    I started investing in COVID era, principal guidelines deduced from the book written by the Sri basant maheshwariji-thoughtful investor, intelligent investor by Graham and beating the street by Peter lynch.i adopted purist approach to investing and purchased j p power,Usha Martin,j k tyres,j k papers,marksan pharma,powergrid ,gujrat pipavov, finolex pipes and obtained multibagger returns as all these stocks were trading below 20PE, below book value,free of bankruptcy threat.purist approach still matters despite soaring domestic liquidity

  • @GauravKumar-kh1gl
    @GauravKumar-kh1gl 8 місяців тому

    Amazing work- Can’t believe such knowledge can be disseminated without any fee. We get to learn so much from you. Please do bring in some mentorship/ online course where we learn financial/ market analysis in a structured way including sector analysis, balance sheet analysis etc etc. You are better equipped to design the syllabus for such course. I will be the first to take admission 😊

  • @Goldstar-89
    @Goldstar-89 8 місяців тому

    Very much impressed with the most detailed Roadmap of the Indian Economy. Keep up the good work & educate us laymen in financial intricasies.

  • @jatinderkaur9074
    @jatinderkaur9074 7 місяців тому

    Sir, sab interview session bohot knowledgeable hai,
    Thanks for this

  • @bharatkothari2205
    @bharatkothari2205 8 місяців тому

    Dear sir thanks for very informative video.pls advise where v can get this report by Mahesh sir in full.

  • @rajatsharma8082
    @rajatsharma8082 8 місяців тому

    Exceptional Interview. Thank you Ajay sir for this level of content . Pure Gold

  • @aroramit
    @aroramit 3 місяці тому

    Fantastic video!

  • @sunilb737
    @sunilb737 8 місяців тому +1

    Simple Wow, this discourse provided indepth prevalent economic and market conditions.
    Your videos are outstanding.

  • @swapanjana1193
    @swapanjana1193 8 місяців тому

    Great !! Excellent Analogy !!! gather lot of knowledge.. Looking forward lot more this type of videos...Thanks a lot,...👌

  • @AtulJain73
    @AtulJain73 8 місяців тому

    Great learnings - always. This kind of wisdom creates real long term wealth 👏

  • @jagdishpasad8917
    @jagdishpasad8917 8 місяців тому

    Ajai jei bring best minds with excellent ❤
    Analysis❤ Thanks Brother

  • @AbsoluteRaw
    @AbsoluteRaw 7 місяців тому

    46:26 how do we identify whether the FIIs which pulled money out did not routed through DIIs ?
    Excellent podcast btw. 👍

  • @sudhanshukindo6163
    @sudhanshukindo6163 8 місяців тому

    Please keep it up sir, Sh. Basant Maheshwari ke channel me to sirf , jalebi aur entertainment hota hai.

  • @deepakpatel4186
    @deepakpatel4186 7 місяців тому

    Superb Ajay bhai

  • @jkgour5396
    @jkgour5396 8 місяців тому

    Very nice. Thanks to both of you. I'm always waiting for your videos.

  • @abhishekmalhotra9415
    @abhishekmalhotra9415 7 місяців тому

    Very informative Ajay Sir .... Pls keep coming with such videos....

  • @arunmarwaha6724
    @arunmarwaha6724 8 місяців тому

    Very intelligent discussion. Thankyou Gentlemen.

  • @parameshwarhegde4080
    @parameshwarhegde4080 8 місяців тому

    Hi
    What a fantastic analysis and great insights into future of Economy and market
    Loved it
    Please have another session with him

  • @vineet1973
    @vineet1973 7 місяців тому

    Excellent insightful incisive questions on FMCG valuations!

  • @deepanshumehndiratta7841
    @deepanshumehndiratta7841 7 місяців тому

    Sir kindly provide the link from where we download that report. Great session.

  • @keyuribrahmbhatt5094
    @keyuribrahmbhatt5094 7 місяців тому

    One the best find on UA-cam 🎉

  • @kunaalsongra5438
    @kunaalsongra5438 8 місяців тому

    Thanks for the wonderful conversation.🙏🙏

  • @kamleshvala265
    @kamleshvala265 8 місяців тому

    fantastic sir , aur saare log le aavo

  • @fredericsebastian2555
    @fredericsebastian2555 8 місяців тому +1

    Very good quality talk, thank you so much

  • @pratikbora21
    @pratikbora21 8 місяців тому

    The most important point that is missed here is the time period that is tremendously reduced to complete the construction and the open discussion among people where builders are making as good as 50% margin.
    With these two factors: 1.Quick Delivery leads to ample supply. 2. When margin is high then there is a rush amongst entrepreneurs to enter the market & take advantage.
    I feel real estate soon may face the heat where builders will have to fight amongst themselves to get buyers.
    P.S : The fight is already on to get the redevelopment rights 😅

  • @shaileshlokhande4129
    @shaileshlokhande4129 3 місяці тому

    Great ❤

  • @chandrashekharbagoor6273
    @chandrashekharbagoor6273 8 місяців тому

    Thank You sir for sharing your knowledge and wisdom.

  • @shobhavs613
    @shobhavs613 8 місяців тому +4

    Congratulations sir for your new role in Edelweiss as a president 🎉

    • @bp2501
      @bp2501 8 місяців тому

      1

  • @NarayanSingh-wl2ow
    @NarayanSingh-wl2ow 7 місяців тому

    As always premium content at no cost❤❤❤❤

  • @jugendrasingh5806
    @jugendrasingh5806 8 місяців тому

    sir or sector specific discussion channel par or upload kariye. ye video ne bahut kuch sikhaya

  • @hemantasotia9271
    @hemantasotia9271 4 місяці тому

    Hindi mein baat karne ke liye Shukriya sar

  • @akhilsharma8131
    @akhilsharma8131 8 місяців тому

    Such great insights, thanks for such remarkable videos..

  • @maniyaa
    @maniyaa 8 місяців тому

    @Ajay ji, can you let us know how retail investors can access these research reports you often mention(some even written by you). Is there a central repository from where we can buy them??

  • @bharatjaiswal120
    @bharatjaiswal120 8 місяців тому

    Thank you Ajay bhaiya, learned something new it was interesting too.Aap inhi ko fir se layega kamal ka info h

  • @apsod332
    @apsod332 7 місяців тому

    so much wisdom ! thanks for sharing..

  • @rampathak1
    @rampathak1 8 місяців тому

    Hi Sir, Thank you for sharing the video. I would kindly request a focus on specific sectors and verticals to better understand their cycles, rotations, and psychology.

  • @AB-mq3gk
    @AB-mq3gk 8 місяців тому +1

    Great interview, great questions...Awesome.

  • @giridh1
    @giridh1 8 місяців тому

    I wish you have sub titles in English. There are good number of people in our country who don’t understand Hindi.

  • @info-tech2017
    @info-tech2017 7 місяців тому

    Very informative and knowledge video

  • @16kumar
    @16kumar 7 місяців тому

    Really an excellent discussion

  • @hemantjogal8290
    @hemantjogal8290 8 місяців тому

    Dhanyawad Both of you sirs 🙏

  • @hussainhussain-kz9hz
    @hussainhussain-kz9hz 8 місяців тому

    Shukra huzur ❤ plz make 1 video daily on such topic, very very informative and alarming video....

  • @BBIc2
    @BBIc2 8 місяців тому

    Awesome as always ❤ loved your all podcast.

  • @fragrancekiduniya8905
    @fragrancekiduniya8905 8 місяців тому

    Thanks a lot for posting new video. Sir please thoda jaldi jaldi upload kiya kare your videos are complete source of knowledge.

  • @ayushagarwal4195
    @ayushagarwal4195 8 місяців тому

    Hi Ajay Sir, where can we get this full report?

  • @RiteshKulkarni-zj7lj
    @RiteshKulkarni-zj7lj 8 місяців тому

    Very Informative session

  • @alimsayyad2223
    @alimsayyad2223 8 місяців тому

    Great learning sir thank you very much 🙏🙏🙏

  • @sanjaybarve8278
    @sanjaybarve8278 8 місяців тому

    Thank you for this insightful podcast 🎉🎉

  • @ppashesh
    @ppashesh 8 місяців тому

    Amazing insights. Thanks for sharing 🙏