AUTO Sector DOWN CYCLE? : what to BUY? Winners and Losers from EV revolution

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  • Опубліковано 20 гру 2024

КОМЕНТАРІ • 123

  • @vibhanshuarora3378
    @vibhanshuarora3378 Місяць тому +24

    For someone who's a school dropout, these syncs help me to compete/participate with high end college grads. Tremendous learning! Thanks Ajay sir

    • @rahul-ag
      @rahul-ag Місяць тому +3

      For someone who is school dropout your English very good😊

    • @vibhanshuarora3378
      @vibhanshuarora3378 Місяць тому

      @rahul-ag - often we need to grind to turnaround things. Hard work wasn't an option for me.

  • @deepaksehrawat6032
    @deepaksehrawat6032 Місяць тому +4

    I have watched an hour-long video on UA-cam in a long time. All credit goes to the value delivered. Outstanding. These days finding a good podcast with real value is a task. Thanks.

  • @hiteshmodi04
    @hiteshmodi04 Місяць тому +11

    Sir man hi nhi kar raha video band karne ka... he is so knowledgeable and well articulating it ....that it feels like he continues to speak

  • @hasan9735
    @hasan9735 Місяць тому +5

    Raghu Ji !! What a genius man with numbers

  • @mayankvashist3326
    @mayankvashist3326 Місяць тому +5

    Ajay sir level is like iim of UA-cam university ❤❤😊😊

  • @RavindraKumar-bm8fr
    @RavindraKumar-bm8fr Місяць тому +1

    Excellent analysis Ajay sir ..pls bring more people like this to cover more sectors... Thanks Ravindra

  • @thelearner3315
    @thelearner3315 Місяць тому +1

    A must watch video. I never watched so insightful video on UA-cam related to auto sector. Thanks for both host and guest. 🙏🙏

  • @gouravagrawal4443
    @gouravagrawal4443 Місяць тому +1

    Rare to get such insightful video freely.

  • @TheRintudas
    @TheRintudas Місяць тому +1

    Brilliant Podcast, It's phenomenally good contacts Ajay Bhaiya have with market experts, waiting for more brilliant such ones.

  • @bhallavk
    @bhallavk Місяць тому +1

    Really eye opening discussion and thanks to both the speaker s for sharing books

  • @vikramtaneja1508
    @vikramtaneja1508 Місяць тому +1

    Very insightful. Great content. Would love to someday witness such kind of a discussion in person.

  • @hemantunadkat8684
    @hemantunadkat8684 Місяць тому

    Great insights into the auto sector!
    We need one more session with him for sure.
    The videos are getting better every day.

  • @sajanjoseph1797
    @sajanjoseph1797 Місяць тому +1

    Thank you for the great conversation. Love it.
    CNG discuss nahi kiya apne? Both 2W and 4W CNG is doing really well.

  • @raxitpatel9458
    @raxitpatel9458 23 дні тому

    Sir, you are proving the best and authentic source for sector learning. Whether it was micro finance, building materials, auto sector, management, AI or...... The resource persons were highly respected and authentic in their fields. They were who's who of respected fields. It has helped me a lot for investment decisions. It is proving impossible not to stick to your podcasts. Do we expect more to come?

  • @dharmesh-gupta
    @dharmesh-gupta Місяць тому

    Dear Ajay, the kind of content you are bringing and sharing can easily be monetized via subscription. Kudos to you that you are doing it for free.

  • @kamalagarwal8328
    @kamalagarwal8328 Місяць тому

    Thank you so much..I wish the conversation lasted for a few hours Atleast..gold mine of information..thanks Ajay Ji..wah wah wah ❤

  • @rampathak1
    @rampathak1 Місяць тому

    Thank you for the video! Each one surpasses the last, and I’m genuinely grateful for the opportunity to learn from your remarkable efforts. Please continue to educate and inspire us❤🙏

  • @palashkag
    @palashkag Місяць тому

    Thank you sir.... You are in Singapore... But ...Phir bhi dil hai hindustani... Waiting for the next episode

  • @gaurav-iw7gg
    @gaurav-iw7gg Місяць тому +2

    Great understanding of automobile sector...I can relate this because I am from this sector and have a close watch on all development in this sector..regarding premiumisation/rural demands in cars below or at 10 lakh value please see comments of Mr.R C bhragva, you will understand what is happening in auto sector specifically cars.

  • @saurabhprasad2293
    @saurabhprasad2293 Місяць тому

    That's called a high quality discussion

  • @abhishekbajpai2859
    @abhishekbajpai2859 Місяць тому +1

    Thx sir for getting insightful content which helps to understand the businesses. Humble request make series of videos with separate plays list for books to read and what will u learn from that book. U have plethora of knowledge and ur time and guidance is much appreciated

  • @anandrayavaram8214
    @anandrayavaram8214 Місяць тому

    Excellent video. Enjoyed thoroughly and lots of insights. Thank you Mr Ajay and Mr Raghu

  • @KTDA79
    @KTDA79 Місяць тому

    Another excellent topic and session. thanks for bringing Raghu and driving such a holistic conversation..THANK YOU sir

  • @aroramit
    @aroramit Місяць тому

    Fantastic content as always. Thanks Ajay sir.

  • @manishharne2985
    @manishharne2985 Місяць тому

    I do not see much like yet but, very knowledgeable video. Waiting for part 2,3,....etc.

  • @manishcharan134
    @manishcharan134 Місяць тому

    Really मज़ा आ गया सुनके ❤nice

  • @vipuls5900
    @vipuls5900 Місяць тому

    Love you Ajay. This is free strategy discussions and knowledge . Outstanding ❤

  • @rajeshkumarsingh8749
    @rajeshkumarsingh8749 Місяць тому

    Ajay sir you are doing great work for young generation and new investors,
    Keep it up, God bless you 👍👍🙏🙏

  • @shivkumarrp8515
    @shivkumarrp8515 Місяць тому +1

    Very useful information. Thanks to both individuals

  • @masterplusasus
    @masterplusasus Місяць тому

    Best analysis ever seen in last 5 years.awaitng next video.

  • @PrasadHeda
    @PrasadHeda Місяць тому

    Very Insightful. Keep up with the superb content Ajayji🙏

  • @satyamudhreja475
    @satyamudhreja475 Місяць тому

    Great Dear Ajay thanks for insight

  • @sa1859
    @sa1859 22 дні тому

    Sir i got tp know about your channel yesterday and so much learning..value chain i was in search of this kind of vedio ...seems i rest now...thanksalot sir

  • @catalyst16484
    @catalyst16484 Місяць тому

    Very informative video. This analyst has all the knowledge and statistic very well. Clarity of the guy is remarkable.

  • @tapasmitra76
    @tapasmitra76 Місяць тому

    Discretion ta khub valo laglo ajay Da.

  • @mohammadanisains9432
    @mohammadanisains9432 Місяць тому

    Sir ji
    Bahut badhiya Aap kah rahe thy Raghu ji ki hindi brabar nahin bolte Magar amezing bahut badhya bole maza Aaya, shukriya

  • @SajanChhabra-q3o
    @SajanChhabra-q3o Місяць тому

    V insightful video..Ajay ji your videos always provides different perspective..

  • @naresheranna5094
    @naresheranna5094 Місяць тому

    thank you Bhayya for such Amazing Insights

  • @ShivamGupta-wf5ni
    @ShivamGupta-wf5ni Місяць тому

    Woww, what a insightfull podcast wanted this video never end.

  • @rahulamesar5387
    @rahulamesar5387 Місяць тому

    Definitely need part 2 sir, thank you
    Happy Diwali

  • @sharan50000
    @sharan50000 Місяць тому

    Ajay ji fantastic podcast & very important info😊👍🏽🇮🇳

  • @sujithbhat7118
    @sujithbhat7118 Місяць тому

    Thank you both of you. Lots of insights.

  • @dilipmanohar
    @dilipmanohar Місяць тому

    Very good analysis of Vehicle & transport sector.

  • @satyamchoudhary3344
    @satyamchoudhary3344 Місяць тому

    amazing video and amazing sound now

  • @alimsayyad2223
    @alimsayyad2223 Місяць тому

    Great learning sir thank you very much 🙏❤

  • @stevencolaco4931
    @stevencolaco4931 Місяць тому

    Excellent interview and very informative...thanks for the great work.

  • @chintanthakar7619
    @chintanthakar7619 Місяць тому

    Thank you so much for making such insightful knowledge sharing video.

  • @dr.amitkishore5844
    @dr.amitkishore5844 Місяць тому

    What a brilliant and beautiful insight, plz continue further, I would really want to know where we are heading in ev and upcoming clean technologies

  • @parjanyatallur
    @parjanyatallur Місяць тому

    I learnt so much from this video sir, thank you so much

  • @zainhamdani8286
    @zainhamdani8286 Місяць тому

    Super Analysis❤

  • @Sumitkumar-zl9ud
    @Sumitkumar-zl9ud Місяць тому

    Really Great insights and statistics. Thanks for sharing.

  • @sanyaproperties5608
    @sanyaproperties5608 Місяць тому

    Very good work…. Ajay ji …. Kafi helpful h

  • @YogeshvsYT
    @YogeshvsYT Місяць тому

    Good2Great.. always learning ❤

  • @AtamjeetSingh1
    @AtamjeetSingh1 Місяць тому

    Awesome content.... Greta learning for me as a choreographer

  • @PankajMazumder
    @PankajMazumder Місяць тому

    I am always listening your contents with pen and paper Ajay sir and truly speaking all your videos are so great that, it always filled with tons of knowledge, wisdoms and great ideas. In one word this is the one and only one channel built-up by a great mentor like you that always intent to help one who truly wants to learn great things to reach high and high in their professional career or investment journey. Watching your videos is worth investment of time. You are a mentor in my journey from Good to Great life. Love you Ajay sir and almighty bless you and your family and a special wish to your lovely Betia rani. Hope some time I could be able to meet you. regards, Bhaskar

  • @seshafarmspalmarosa1267
    @seshafarmspalmarosa1267 Місяць тому

    Happy diwali ajay sir... It's wonderful gift for diwali... Thank you so much...

  • @mukeshrawat6995
    @mukeshrawat6995 Місяць тому

    Very insightful video. Gained so much knowledge from this video. Thanks

  • @casubhamtodi
    @casubhamtodi Місяць тому

    So much knowledge in one hr video. Thanks Sir

  • @Lrajiv74
    @Lrajiv74 Місяць тому

    Thanks Ajay ji for such informative video..
    With your videos one get. Full clarity on macro environment.. And now your segment focused videos are like mouthwatering.. Knowledge capsules..
    Its becuz of your joining Edelweiss..i bought there stocks.. That with seniors like you Rasesh would surely be successful in his transformative journey .
    One request please share.. Atleast 1 video per week.
    Also thanks to Vivek Bajaj for inspiring you to start the channel🎉🎉

  • @sreejithgss
    @sreejithgss Місяць тому

    As Ajay sir mentioned, when I went to Vietnam I was surprised to see so many two wheelers and so many women riders. They were equal in number or more than men. Also the ev adoption was quite high with Winfast every where. Already in my state Kerala EV adoption is quite high. Similar trend will follow in India also.

  • @rajnishcmohan
    @rajnishcmohan Місяць тому

    Brilliant podcast with so much info.thanks Ajayji

  • @skassociatesnz5940
    @skassociatesnz5940 Місяць тому

    👏 Loved this.

  • @rockrprat
    @rockrprat Місяць тому

    Very insightful....
    Request to have more coverage on commercial vehicles and their scope in alternate fuels - CNG, LNG, Hydrogen.

  • @venkatesanb2242
    @venkatesanb2242 Місяць тому

    Thanks, very helpful

  • @vyomeshgoel602
    @vyomeshgoel602 Місяць тому

    What a video!
    My salutes

  • @priteshmundra6632
    @priteshmundra6632 Місяць тому

    Ajay sir ,you are doing great job . Sharing indepth knowledge from industry experts and the best part is that they are trying to decode the complex knowledge in very simple Hindi language which is helping people like up to understand the analysis .plz continue this series and I request plz do one episode on chemical sector .thanks for invaluable knowledge you will be remember for ever in ...

  • @sameerankarpe
    @sameerankarpe 2 місяці тому

    Gold! Insight into the future

  • @raxitpatel9458
    @raxitpatel9458 23 дні тому

    I'm compelled to watch them repeatedly.

  • @kamalagarwal8328
    @kamalagarwal8328 Місяць тому

    Ek series aur start kariye sir Ji..please bring in experts to study the whole value chain of different sectors and a series on government related support to different sectors..thanks

  • @NaturOrganica-eg5bz
    @NaturOrganica-eg5bz Місяць тому

    Truly amazing

  • @somitbhandari1749
    @somitbhandari1749 Місяць тому

    Happy Diwali to Ajayji & G2G viewers

  • @vin8nebula824
    @vin8nebula824 Місяць тому

    Ajay sir… As people from across the country watch your channel;
    If possible, please consider spelling just the numbers in English in future sessions.
    I’m from south and I can echo on behalf of many of them here that rest of video is very comprehensible, major struggle happens with numbers and to pause and google the word would break the rhythm of understanding. Thanks & much love. Happy Deepavali !

  • @jaggkolanu
    @jaggkolanu Місяць тому

    Good insights.

  • @mytradexpertlove
    @mytradexpertlove Місяць тому

    Excellent Discussion .👌👌

  • @Manch271
    @Manch271 Місяць тому

    Great interview.

  • @uditgoyal8749
    @uditgoyal8749 Місяць тому

    Ajay Keep Going ❤

  • @rudraksha-1172
    @rudraksha-1172 Місяць тому

    Thanks Ajay ji .. Raghu ji ❤

  • @vasurao5841
    @vasurao5841 Місяць тому

    Excellent ❤

  • @shrikantlimaye9213
    @shrikantlimaye9213 Місяць тому

    Swapping of Batteries is similar to standardization in desktop computer carried by IBM.

  • @anayb
    @anayb Місяць тому

    Eye opener 😊

  • @AkashBaani
    @AkashBaani 3 години тому

    Pls analyze more sectors in that deeper way

  • @pallavved3888
    @pallavved3888 Місяць тому

    Very informative

  • @adhetodavesica
    @adhetodavesica Місяць тому

    Very detiled information.

  • @nalsmuralidharan959
    @nalsmuralidharan959 22 дні тому

    Good discussion

  • @nikhilaggarwala
    @nikhilaggarwala Місяць тому

    great 🎉

  • @indiantraveller6784
    @indiantraveller6784 Місяць тому

    Great video

  • @rajpanchal5347
    @rajpanchal5347 Місяць тому

    Much awaited...

  • @Harryprasad930
    @Harryprasad930 Місяць тому

    Great discussion but my one question... Why battery replacement cost after 3-4 years of usage has not been considered in the discussion

  • @irfanmul
    @irfanmul Місяць тому

    Sir,Top analysis pl do more videos

  • @prashantmuley6116
    @prashantmuley6116 Місяць тому

    Great sir ji

  • @PANDEY-JI_ONLINE
    @PANDEY-JI_ONLINE Місяць тому

    cheers best video o......100%

  • @prashantsingh8645
    @prashantsingh8645 Місяць тому

    Nice video!!! Sir can you bring some tech and chemical specialists too? In tech especially from broadcast and AI side as I don't see any AI company working in India except on there marketing slides

  • @jayantpandey8088
    @jayantpandey8088 Місяць тому

    Thank you 😊

  • @rishavpagaria2692
    @rishavpagaria2692 Місяць тому

    Sir If possible Kindly cover media and entertainment sector and ott.

  • @basantshrivastava7781
    @basantshrivastava7781 Місяць тому

    excellent

  • @angadsingh3267
    @angadsingh3267 Місяць тому +1

    Brilliant

  • @vella317
    @vella317 Місяць тому

    sir, aap please video ki time extend kare chalega hum sikhne k liyeh taiyar hai

  • @PaRthPatel-kf7ie
    @PaRthPatel-kf7ie Місяць тому

    thanks

  • @vyomeshgoel602
    @vyomeshgoel602 Місяць тому

    Please tell
    In all this scenario where do Exide ,Amara Raja stand?

  • @manishjain-wb9cy
    @manishjain-wb9cy Місяць тому

    Great sir…