Neeraj literally sighed when he heard that Basant Ji exited DMart business as if he himself was invested due to the conviction shown by Basant earlier. 😂
True worst part was they were asking him what happened in Pantaloons and Page industries. What happened has happened what these best minds think of future I am clearly more interested in.
I really like the way Neeraj moderates the interview, he has a knack of getting out the best. Really enjoyed this insightful interview. You always get some learnings when you watch Basant Maheshwari. He has an art of explaining everything in simple terms. Very interesting thought on having concentrated portfolio, how it forces someone to pick the best companies in any sector!
Basant is one of the very knowledgeable investor in India and with his wisdom it becomes very hard to fail.Neeraj as usaul comes up great questions as he is a seasoned player.
pricing power can show up in excel in the operating margins, gain in the market should show up in the revenue growth rate and margins (for economies of scale)... Just saying.......
I felt the same but then Navi Tech is not listed and is in PE space. My sense is Kotak is still much better than any bank. They have this scalable technology backend systems which can enable them to do the same what Navi tech plans to do , they already proved it with online bank account via phone 811 I think and ofcourse the promoter Mr.Kotak. With all due respect he is astute, clever and cunning at the same time.
Basant sir hints new themes like internet,technology in India like Chinese Alibaba and Tencent.So one should find similar Indian leaders like Infoedge ,Indiamart,etc
So just because of one man's opinion, you will start taking bets in an overvalued sector? And he was actually edging more towards financials in India. Do your own research and invest with conviction, do not look at this sector or that sector.
Neeraj asked a brilliant question on hedging. And as evident from other Indian fund managers too, Mr Maheswari unhesitatingly demeaned its importance. Of course hedging is gonna cost, its upto you to manage your capital in a way for a favourable risk reward ratio. No wonder brilliant fund managers in the west has been continuously compounding their capital at 12-15% cagr in a 1-3% interest rate environment while indian managers are more than happy to deliver 12% in a 6-9% interest rate environment.
Thanks and regards to Basantji as always i find him very very serious in thinking and using everything then he suggest its good and bad whether hedging, whether china, whether small cap midcap largecap sector leaders everything, thanks regards to you sir
The idea of what will happen to the world if this company shuts down analysis or impact on number of people or economy is a good way of picking right companies!
Many excellent insights and unique opinions on a lot of things. However,BM's reasoning on the chemical and API names is a tad too frivolous. These companies are not doing well because of govt. intervention(though the only reason that China got scale in both sectors was their govt. stepping in and helping the industries) It is simple de-risking of supply chain by US and Europe based companies. You don't want your back-end to be completely dependent on one country,so you look out towards countries like India where lot of similar companies,compliant with foreign authorities with strong track record exist offering better quality at a tad higher cost. In fact,the shift is already underway and will continue.
He talked about lending business and his hot favourite were Bajaj Finance and AuFinance... Search stocks in NBFC with aggressive growth.. you may get his favourite stocks.
You have mentioned about a virtual Bank that will compete with HDFC and I think it will happen very soon. In fact, in future we will see a bank which does not have any branch and have only ATMs. The people can deposit money online.
With all due respect to your knowledge and wisdom mr basant that comment on china and patriotism may suits capitalist like you but not to sm1 who laid down his life while guarding borders. So lets keep ur wisdom to stock market dont comment on patriotism..yes people are greedy and needy and free to buy chinese but again no1 should use such words as you did.
@@abhinavrakesh108 Toh kya karun. Research analyst is a gaandu job. A lot of indian fund managers have delivered alpha returns for decades. Let's see how you'll do.
Pavandeep Singh mai KOSPI pe kaam karta hu gandu!!! Btw Saurabh Mukherjee search marr he is the only LT analyst in India!!!! he is my ex boss!! Over and out
Pavandeep Singh mai KOSPI pe kaam karta hu chutiye!!!! Btw Saurabh Mukherjee search marr he is the only LT analyst in India!!!! he is my ex boss!! Over and out!!! Thanks
I have seen almost all you Alpha Moguls, somehow I never feel connected what Basant says...and I am not sure if he himself is making any money in the market. I see only opportunism opportunism opportunism in what he says no other logic
![[#2024MAMA] ROSÉ (로제), Bruno Mars - APT. | Mnet 241122 방송](http://i.ytimg.com/vi/dgGqD28J6aQ/mqdefault.jpg)
I just love him ! Basant Maheshwari ! My 80 % portfolio on financial , It was 36 % down and now only 3 % down . Without banks how economy can't work .
Neeraj literally sighed when he heard that Basant Ji exited DMart business as if he himself was invested due to the conviction shown by Basant earlier. 😂
Great interview by Neeraj much better than CNBC where they take 2 breaks in a 25 minute interview
True worst part was they were asking him what happened in Pantaloons and Page industries. What happened has happened what these best minds think of future I am clearly more interested in.
Plus CNBC has standard questions like value vs growth..😄
@@manit7151 Neeraj and to some extent Nikunj, bad yehi Hain.
It's interesting how many times Neeraj said "interesting"
Always amused by the way Neeraj drives the interviews to get so much out of the guests. Very impressive!
Interesting
One could keep on listening to him and never get bored.
True!
One like for Niraj. Amazing anchor.
Neeraj is the best in India to handle sessions. Look forward to more sessions at regular intervals
Na thats Nikunj Dalmia..
yes cnbc is kachra
@@karthickthespartan ok
Neeraj sir is simply the best,
Basant hatsoff❤️
This interview was so interesting and knowledgeable,I underestimated basant
I really like the way Neeraj moderates the interview, he has a knack of getting out the best. Really enjoyed this insightful interview. You always get some learnings when you watch Basant Maheshwari. He has an art of explaining everything in simple terms. Very interesting thought on having concentrated portfolio, how it forces someone to pick the best companies in any sector!
watching in may 2021! A wise man worth listening to.
What a balanced man! Honest and very factual. We need more such people who are rooted in to reality and not be the mouthpiece of hollow growth
Neeraj is fantastic anchor. no nonsense...pure business
This interview for me is like I read a great book on investing
For everyone!
Basant Maheshwari :
Nobody :
Niraj : "hmm interesting"
Neeraj is very good extracting the valuable information from any one.
i enjoyed this bloomberg video very much that came between ads
One of the most important learning lessons in my life...
Very nice show,thumbs up to Neeraj
Can't believe that he exited Dmart. The surprising thing is he found another better opportunity. What it could be?? I am a big admirer of Basant
Who knows? We are doing research..
its always great to hear Mr Basant
Great show conceptualized by Bloomberg team and kudos to the way Neeraj conducts it...More power to u guys...
Basant is so knowledgble and brilliant
Superb program..
Basant is one of the very knowledgeable investor in India and with his wisdom it becomes very hard to fail.Neeraj as usaul comes up great questions as he is a seasoned player.
excellent - saves days of reading and gem of learning and take away
Definitely very interesting aspects.. Looks like his strategies are unique and completely different from most of the successful investors..
pricing power can show up in excel in the operating margins, gain in the market should show up in the revenue growth rate and margins (for economies of scale)... Just saying.......
The idea he's discussing in last 15 min is Sachin Bansal's 'Navi technologies'
I felt the same but then Navi Tech is not listed and is in PE space. My sense is Kotak is still much better than any bank. They have this scalable technology backend systems which can enable them to do the same what Navi tech plans to do , they already proved it with online bank account via phone 811 I think and ofcourse the promoter Mr.Kotak. With all due respect he is astute, clever and cunning at the same time.
I think that was just an example.... He was more referring to Alibaba of India thats IndiaMart Intermesh .... I think so
Love his anecdotes.what a man😄
Amazing discussion...thanks Bloomberg and Neeraj..!!
Neeraj .. u r brilliant 👍👍👍
Basant sir hints new themes like internet,technology in India like Chinese Alibaba and Tencent.So one should find similar Indian leaders like Infoedge ,Indiamart,etc
So just because of one man's opinion, you will start taking bets in an overvalued sector? And he was actually edging more towards financials in India. Do your own research and invest with conviction, do not look at this sector or that sector.
Route mobile???
reliance jio
IndiaMART
@@yopavan never judge a stock with its PE always see its growth...growth should match PE
Neeraj asked a brilliant question on hedging. And as evident from other Indian fund managers too, Mr Maheswari unhesitatingly demeaned its importance. Of course hedging is gonna cost, its upto you to manage your capital in a way for a favourable risk reward ratio.
No wonder brilliant fund managers in the west has been continuously compounding their capital at 12-15% cagr in a 1-3% interest rate environment while indian managers are more than happy to deliver 12% in a 6-9% interest rate environment.
Basant Ji graciously alerted retail to enter equity post March
Basant sir always give best of stock
Market investment information.
Amazing insights, thanks a lot Basantji. Neeraj at his best.
Highly insightful interaction 🙏. Very practical advice to investors
Great show ...it’s amazing to watch
Yeah!
It's really a delight to listen to such amazing thoughts and gain knowledge... Thank you for providing such wonderful insights...
Basant maheshwari has .great mindset . But every questions was based on macro economics . You didn't asked him about any sector or India story ..
ok
TH-cam can't show ad every 2 minutes, its frustrating
Always learn so much new & thoughtful from Basant ji. Interesting interview.
Thanks and regards to Basantji as always i find him very very serious in thinking and using everything then he suggest its good and bad whether hedging, whether china, whether small cap midcap largecap sector leaders everything, thanks regards to you sir
I need insurance to protect me from advertisement in this video.
thank you sir
Real thoughtful webinar
Brilliant intuitive analysis !!! So much to learn from !!
Exactly!
It was good hearing Basant Maheshwari
Cautiously optimistic, after this meltdown.
Basant Sir .. you are awesome
Very impressed by this segment. Thank you, BQ!
People buying wagnor and altos have spent the same months salaries as the people buying audis and BMWs. What dearer to one can be junk for the other.
Great share Sir
Very informative, Very useful.
Great learnings. Shall be applied for making money safely.
Thanks for sharing this session
Thanks
Job done greatly.
Ok
Brilliant mind !
Thanks 👍👍
Fantastic sir
The idea of what will happen to the world if this company shuts down analysis or impact on number of people or economy is a good way of picking right companies!
24:08 which book
Exxcellent
Many excellent insights and unique opinions on a lot of things. However,BM's reasoning on the chemical and API names is a tad too frivolous. These companies are not doing well because of govt. intervention(though the only reason that China got scale in both sectors was their govt. stepping in and helping the industries) It is simple de-risking of supply chain by US and Europe based companies. You don't want your back-end to be completely dependent on one country,so you look out towards countries like India where lot of similar companies,compliant with foreign authorities with strong track record exist offering better quality at a tad higher cost. In fact,the shift is already underway and will continue.
Interesting
Eaxcellent
Siraa
Very nice
Neeraj means interesting.... Interesting means Neeraj
He does not hinted any thing or stock idea ,so no use of listening same theories.
He talked about lending business and his hot favourite were Bajaj Finance and AuFinance... Search stocks in NBFC with aggressive growth.. you may get his favourite stocks.
interesting....
Basant shud have given some stock recommendations.
What is your take on NBFC like Bajaj finserve
Start Hot Stocks Program again Mr Neeraj
You have mentioned about a virtual Bank that will compete with HDFC and I think it will happen very soon. In fact, in future we will see a bank which does not have any branch and have only ATMs. The people can deposit money online.
Volume is less...
Too many ads though
Nce
18 ad videos in 53 minutes. Are you kidding me?
great TO BE MOGUL
good insights
Too many ads
With all due respect to your knowledge and wisdom mr basant that comment on china and patriotism may suits capitalist like you but not to sm1 who laid down his life while guarding borders. So lets keep ur wisdom to stock market dont comment on patriotism..yes people are greedy and needy and free to buy chinese but again no1 should use such words as you did.
Is basant Maheswari assistant of manu manek plzz answer
Liked paisa laga h toh sab kuch dekhte h😂
Hindi
pahale indian ke so called expert ko local banao...
Ye Indian fund managers sirf bade baate karte hai but return ke naam pe lund dete hai!! So don't take them seriously!!
Tereko equity investing samajh nhi aayi hai. Do not follow people blindly. Do your own research and read books if you re actually interested.
Pavandeep Singh uncle I m an equity research analyst at UBS.....and CFA as well.....
@@abhinavrakesh108 Toh kya karun. Research analyst is a gaandu job. A lot of indian fund managers have delivered alpha returns for decades. Let's see how you'll do.
Pavandeep Singh mai KOSPI pe kaam karta hu gandu!!! Btw Saurabh Mukherjee search marr he is the only LT analyst in India!!!! he is my ex boss!! Over and out
Pavandeep Singh mai KOSPI pe kaam karta hu chutiye!!!! Btw Saurabh Mukherjee search marr he is the only LT analyst in India!!!! he is my ex boss!! Over and out!!! Thanks
Vix 😂😂
flu tho flu hothahe... 100 years old or the young one... ;)
I have seen almost all you Alpha Moguls, somehow I never feel connected what Basant says...and I am not sure if he himself is making any money in the market. I see only opportunism opportunism opportunism in what he says no other logic
Chinese agent