How India has changed in last decade & how you can gain from this change
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- เผยแพร่เมื่อ 5 ก.ย. 2024
- In the first episode of #QuarterMaster, 'India: A million opportunities now', investment guru Saurabh Mukherjea of Marcellus Investment Managers tells ThePrint’s Managing Editor YP Rajesh how GST, the telecom revolution, better transportation connectivity and people's own aspirations are helping India integrate economically and that in turn is helping businesses grow, giving investors new opportunities.
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These past few days watching my crypto portfolio decline is very disheartening. Holding doesn't really profit much. Any idea on how to earn better on the short run?
Short term trading is much preferable considering the current market fluctuations.
A very good technical analysis and understanding of price action in the market makes trading easier and less confusing. As a beginner, I strongly recommend a professional for your analysis, she is Ms loretta wilkinson
Yeah. I heard of Ms loretta wilkinson sometime ago but it was on a different platform, not here on TH-cam. How do I contact her?
I'm interested.. Please how do I reach out to her?
Finally !!!!!!! Saurabh Mukherjea is one of the best Investment managers in India.
Way to go, ThePrint and Rajesh. Present the real India….let the people decide, what to do. Real democracy.
Just because you said, it's doesn't get true for everyone. Yes it may be true for you only Sir.
@@amitrana-seeker true Amit. I can speak only for myself and I know that it is not always I am right. But, it is important we (and the media and the politicians and the "experts" and ..... ) remove "you", "I" and "me" from debates. It is about the topic and not about individuals. Enjoy. Stay safe.
He is a ocean of knowledge. Such clear concepts for layman like me. If people listen to you carefully they can create their own portfolio without any research. Love this guy.
I have been following Saurabh from 2018 and investing based on his guidance (been in equity for almost a decade), my portfolio has done much better than I expected. Nothing against anyone but Saurabh is in a different league. Just my personal opinion.🙏
Same here Sudip, that time asian paints was 950 and his book had come out "coffee can "
@@akshayshetty5548 million thanks to saurabh mukherjea and his team....I can not afford his pms but I take inspiration from his process
@@arnabbhattacharya6579 ya he is an inspiration
@@akshayshetty5548 Yes he is in a different class. Crystal clear insights with evidences from other countries
@@SamvadSoul agree 🙏🙏🙏
Worth the hour. He is clear in his perception ans put it in simple English. Thank you Print for bringing Saurabh in. Big thanks to him for his and his company’s attitude to repay to the society by sharing the prized knowledge free of cost🌺
It is always a pleasure listening to Saurabh Mukherjea
The problem is rent seeking behaviour by government employees at all levels. It's this that slows things down.
Both Rajesh and Saurabh come across as a breath of fresh air like two regular desis with none of the airs, condescension, fake accents that accompany some others. Saurabh seems to have great clarity on business growth cycles and it is nice to hear realistic optimists like him.
More a philosopher than an expert on economy
This is the now by far the Best thing I have ever seen on print.
This was such a relief from the usual things that print does...in the sense that it was so relevant to me...
For this and just this I will finally take a print membership. 🙏
Thank you Y.P. Rajesh for pushing me over the edge
Without watching I am sure he will mention his portfolio of Asian paints, relaxo and titan
😂👍
Does it fall under the mental models said by munger "The louder you shout it out, the harder you pound it in"
You forgot Pidilite and HDFC bank 😁😁
Halfway through the show still no mention of the portfolio :-(
😜😜😜😜😜😂😂😂
This video should have had a Million Views atleast
The fact that it hasn't even crossed 100k yet shows why our country is still not living upto its potential
Daaamn this person is super duper smart make this show monthly!
Good analysis and discussion. Thanks Rajesh sir and Sourabh sir.
It’s been a great surprise for all us. Really enjoying this
I thoroughly enjoyed this video, answering lifetimes crucial questions about money and its relationship with families as well as individuals. At ones where its hard to get parents to be ready for the stock markets, mine lived through 90's fiasco - drove them away from markets - permanently, came to time when quality of life (far better from roti/kapda/makaan), life expectancy is rising and retirement planning has become essential. Beautifully explained by Saurabh, and thank you YP Rajesh for this precious interview.
Kudos to the team for starting this brilliant series
Hey Print, Some suggestions for the upcoming episodes...would really love to learn about...
1. Begginer Steps to Investing
2. Personal Finance advice for people under 30 who are just starting out to save
Thanks for the suggestions.
People of this calibre (practical knowledge and insight, and of economics, finance, etc) need to be on an advisory panel to the government of India.
Excellent analysis, this is New India
Eagerly waiting for 2nd episode.
Your and Shekhar ji's videos are the only reason for me to come visit this channel
Hi! This is full of wisdom . Sourabh you present with lot of honesty and understanding. Keep educating common country men like us and help these hardworking honest people who likes to save hard earn money for retirement. And in scenario of losing job or for higher education of children.
You always rightly mention dominants franchise ,honest management and free cash flow. i.e asian paint, pedilite ,HDFC Bank ,Relaxo, Nestle etc. We hardworking ,god fearing and honest Indian always look for educated and honest people like you in financial market .
Didn't think of watching the whole episode .it just kept me glued 👍
Waiting eagerly for 2nd episode.
Bring it on YP and Saurabh
We should be happy with growth which is not at any other ones cost. Anchor was flippant and he realised that soon on his own. Let India take lead in inclusive growth of humanity.
Really loved this macro economic discussion rather than Saurabh's usual stuff.
best addition to the print shows. saurabh's insight on the market and value investing is priceless
Very good , intellectual discussion. Hope to have more of this often
Beautiful questions by the audience. And superbly answered by Saurabh
Amazing. Very well done The Print I am looking forward to these series' please talk about personal finance and investment more.
Very insightful conversation! Keep up the good work!
This going to be the one of the best series from The Print.
Wow! Waiting for such discussion. Enlightening, good to see thia coming from The Print. Very difficult to see such discussion and questions in main stream media channel's.
Go to any random town in India. Pick a random street or lane. Investigate and you shall discover many prosperous families quietly accumulating million dollar fortunes in the shape of small businesses like hardware shop, confectionery outlet, drycleaners etc.
Fantastic QM program by The Print. Very insightful thoughts from SM.
Great initiative by Print. Looking forward to learn more from Saurabh.
Fantastic. Thanks, Mr. Rajesh starting this with Mr. Sourabh. Great interviews.
A great idea to feature Saurabh, who has deep insights on India’s economy and investments.
Great talk. Thanks YP and The Print
Thanks !
Always pleasure to hear Saurabh.
Superb analysis
He really is very good frank and cool Thank you Saurabh
Congratulations to the designer of #QuarterMaster logo. 👍 . Stupendous work. 👍 . #theprint
@Saurabh -- Phenomenal guy!!
Annotation@ 10:14 is incorrect. It was 1/3rd in some time in past.... thats what Sourabh is talking about. Now it has much more doubled.
Why govt started ltcg for retail investors? Govt lowers lowers the rate in fixed income and when retailers just started to go to equity it started a new tax. Why govt didn't limit it like IT slabs. Please give some breathing space to small retail investors. Elections sessions are coming. You never know Mr. Govt what middle class has in their heart. Don't take them for granted.
The middle class is yet to be milked fully.
Wonderful, insightful and enjoyable.👍🙏
Very nicely reported sir . Thank you sir.
Looking forward to more discussions in this series. Very insightful. Crisp presentation of view points as always. It's a joy to listen to and read from Saurabh Mukherjea!
*@PRINT* Thank you for show - the concept is great!
wow...you brought Saurabh.
Kudos!!
Loved this. Please make it twice a quarter.
Greet to see saurav sir here. This a good initiative to learn & have an accomulating great ideas on indian economy as well as analysing the further market perspective in india.
This is land of opportunity..👌
This is a good initiative by The Print about Economic sector. Appreciate it. Bring more such indepth discussions. Entertainment sector could be another area that needs coverage.
Saurabh never talk about new age businesses like internet companies, EV, Fintech...he is hell bent on fundamentals. Relies on historical financial data to take a call on investment. As a retail investor we are definitely not in position to judge if the promoters are genuine. And I think that is good enough. We never know whether Nykaa, Policybazaar or new companies will ever make money. They have not earn anything in past. So we have to wait and watch, study their financial performance for couple of quarters/years before investing in them.
He wants consistent Compounders, new age business generally have low ROCE'S and low profitability.... When they start consolidating he sure will look into them
knowledgable episode thank u very much
Brilliant interview
I don't agree with Saurabh's explanation that India's growth can be very simply explained due to US recession - that is as bonkers as asking what is the link between GDP and stock market performance. US economic performance is just of one the influencers of India's GDP growth, not a "necessry and sufficient condition" as claimed by him. I think in an effort to oversimply, he has missed the wood for the trees
Maybe also add "#QuarterMaster" as the 4th thing you are doing for the retail investor... :) very nice chat looking forward to more blogs, books and of course the show ..
Very insightful
Thanks
Very impressive 👌
Excellent 👍👍👍
Woow waiting for more and more episodes like this amazing
Time for the second episode now
Can't wait to hear more of NIFTY bashing by Saurabh Mukherjea 😁
Having read Naipul's India trilogy around the same time as Mr Mukherjea and recently Diamonds in Dust after PRINT's reco show, one feels the parallels being drawn here (and earlier with Dravid) are selective in the storytelling. Many different stories using the same parallels can be told - question is which ones will turn out to be right. This only time can tell - hopefully Mr. Mukherjea & Marcellus will be around in 20years and will come back to recount to PRINT.
Let's see
Brilliant interview.
Great breakdown of the problem sir!
wonderful video . thank you :)
Tnx
Wonderful 👍👍👍👍
Hope our Authorities ensure the safety of the capping of unused ofshore oil wells.
Allan.
Excellent content......
Where can I find the paper (hopefully in some respected peer reviewed journal) which was referenced to in Ilanomics while talking about positives of demonetization. Although the idea is absurd that demonetization was good, I will read the paper and judge for myself. I think they will say the following in some fancy way: kill/starve all the poor people, indias GDP per capita will rise. Formalization when comes at a cost of poor people instead of systematic integration is just an evil short cut by privileged people. Anyways ignore my rant, could you please share the paper again?
super analyst
What about investing in EPF'+VPF ?
🙏
Sirji starts speaking at 3:13
Please add chapters to the video
What happens to Banking and all related sectors in a digital Blackout via satellite.
Allan.
Whenever Saurabh needs to touch upon political angle or economic policies of the governments, he tried his best to be politically correct so as not to offend 'The Print'😅👌
NEXT IS BSM Business Spend Management, Coupa is the lead company.
1:16 shots fired 🤭🤭😂
Absolutely loved #quartermaster. I would request the excellent team at The Print to have more such sessions, as frequently as possible.
So much to learn from a wise man like Saurabh Mukherjea. I have learnt more in this one hour than all the noise in media about the economy over the last 6 months.
Constructive criticism: A graph should have proper index. So the data can be interpretated by the viewer easily.
Lots of work to do, National unity is one of them, too much communalism and mistrust among people.
Has zero relevance to the market.
Has zero relevance to the market.
@@KC-ge2ui, it absolutely has a whole lot to do with markets. Markets aren't some isolated indicators. They're a distillation of all political, social, and economic forces and its financial manifestations.
@@MukulApple - That's what people keep believing, hence no one ever makes proper money in the market. It's simply a tracker of companies' cash flows. Simple. The more you complicate it, the harder it gets. 20 companies, that's all that matters. Rest is noise.
@@KC-ge2ui, and how will these 20 companies make money as societies get increasingly polarised leading to unrest? Countries have fallen, many. And not in the too distant past. I am not even remotely suggesting that India would fall. But the idea of 'rest is noise' is such an incomplete understanding of the complexity of markets. Cash flows originate from people. Cohesive societies are far likely to see economic growth than cynical ones.
Saurabh’s middle name is RoyaL Bengal Tiger 🐅
Hehehe "firstly we are writing books"...
Nice 😁😁😆😆😆👍👍👍👍👍
Is rajesh brother of geekyranjit
Haha 😂 my first reaction 😆
Oil crashed from 140 to 40 USD and interest rate were near all time low for their time in 2014_5, where was the boom Saurabh? Simply contradicting himself.
25:33
00.56
👍
Let Common Sense be your guide. A sensitive BS detector is worth its weight in gold.
No one is in business to make you rich.
Capital is never scarce when real deals with real potential come along. Your chances
of participating in anything like that are minimal. If you are getting a big welcome ...
Big financial crises occur once or twice a decade. Save up your money, study the big
leading companies and mutual funds. When everyone is in a panic and prices have
fallen down a lot, make your move. That is called a good start.
U both look alike 😃
34:35 -37:55 I always thought were people led by experts were intentionally overlooking this.. so glad someone else noticed this too.. and that stock market craze.. people who get caught in the the stock market get other people who know less about stock market to invest in it, so that they can recover their money.. I feel so sad that happens.. people really need to learn fundamental analysis in finance.. that is the government's policy approach right now.. investing not to show inflated gdp which the leftists keep crying about but doing groundwork that is welfarism
Integration domestic flights banking transaction telecon railways economic integration more opportunities for companies
Self-contradictory statement that smaller investors and companies can thrive while most markets are seeing consolidation to the top 2-3 players
He’s sounding very erudite but the changes he describes on the ground do not jive with how the macro economy is doing. There are missing pieces such as how the well-connected corporates are making out like bandits