Kyu Sirf Infrastructure Wala Growth Theek Nahi Hota ?
ฝัง
- เผยแพร่เมื่อ 11 มิ.ย. 2024
- Kyu Sirf Infrastructure Wala Growth Theek Nahi Hota ?
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
---
Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
---
For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
---
Covered in This Video
0:00 Intro
0:10 Desh ka Growth kaisa ho?
3:49 Infrastructure Development employment nahi banata
5:38 Paisa kon kama rahe hai?
9:28 Consumer Lead Growth ka fayada
12:01 System batayega konsa growth chahiye
14:41 GDP growth aur Infrastructure leads Growth
17:37 Hume Naukari do!
20:21 Mere Gaav ka naam janate ho?
21:51 Stock Market nahi band hoga
23:08 12 Lakh se 8 Lakh ho gaye
24:16 Negative PE kya hai?
24:47 PE Contraction and Expansion
25:13 Bikaneri vs. Non Bikaneri
26:38 Aap ab TV per kyu nahi aate?
27:12 Kolkata mein kaha rahte hai?
#eletion #election2024 #bjp #congress #voting #exitpollresults #economy #indiagdp #sharemarketindia #sharemarket2024 #stock #investmentideas #financialadvices #basantmaheshwari #nifty
Social Media Handles:
Twitter: / bmtheequitydesk
Facebook: / bmtheequitydesk
Instagram: / bmtheequitydesk
DISCLAIMER- We do not Recommend any of the stocks we discussed in our videos. Please consider consulting with your Financial Advisers before investing.
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
---
Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
---
For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
---
Very nice explanation
Agreed,
Hello Sir, if book value of a holding company is more than market price , can we say stock is available at discount?
Dear sir
Kolkata se salt Lake ke pictures Share karyee please & kindly make a point to share pictures of new places wherever you go .
Regards
Pradeep Negi
Voted for safe and secured India.
Strong India,,,unite India,,,devloped India,,,one party gov
Gud opinion
बसंत जी आप ने खूब समजाया पर दिल माना नही और आप ने जिसे पिछले चुनाव में वोट किया उसे हमने भी वोट दे दिया।
सॉरी सर्
प्लीज ब्लॉक मत कीजिये गा ।
Love your knowledge & wisdom
7:13 Basant ji , This is Rajendra Singh from Mumbai .It's looks your are confused between infra and consumer led growth. As of know it's s requirement of combination of both. All developed countries have made infrastructure first followed by others. It also create jobs and required to improve the productivity.
There is no fine line to decide what is right or wrong.
India needs wider roads considering India population and it can not be compared with Europe.
Hope you will take in right spirit
I think (I may be wrong), but I think he had a preconceived notion about criticising the government and then selected the topic and then drove toward that agenda but couldn't do that very well.(Again I may be wrong)
Road wide करने से contractor billionaire banega, सड़क बनाने वाला गरीब ही रहेगा, वो भी extreme गर्मी और extreme pollution mein, हाँ contractor का 2 से 4 JCB ज़रूर हो जायेगा !
Yes, there is a fine line: it is GDP per capita spent on consumption, education, health and savings. Broadly speaking 😄
@@handlesb1234 exacctly what i had on my mind. kinda surprised he allowed this comment, since he has a tendency to delete comments
Basant ji, jab Infra growth hota hai, roads, bridges, airports, ports bante hain, tab transportation time or logistics cost kum hoti hai. Isse manufacturing competitive hoti hai और jobs create hote hain. Exports bhi competitive hota hai.. I'm surprised that you ignored this aspect. Hope you don't consider this as a troll. This is just a different opinion
I think (I may be wrong), but I think he had a preconceived notion about criticising the government and then selected the topic and then drove toward that agenda but couldn't do that very well.(Again I may be wrong)
आपको शेयर बाजार काअचछा ज्ञान है इसका मतलब यह नहीं है कि आप अच्छे इकोनोमिक्ट अपने को समझते है यह आपका मत है सर🎉कार में अच्छे ज्ञानी इकोनोमिक्ट है , में अपने थोड़े से ज्ञान के अनुसार कह रहा हूं कि जितने भी डेवलपिंग देश जेसे कि जापान, चीन, फ्रांस अमेरिका व अन्य यूरोपीय देश ने शुरू में इन्फ्रास्ट्रक्चर पर ही खर्च किया था।आज सभी शिक्षा, चिकित्सा पर जोर देते है
Aapko shayad ye confusion hai ki ise share market ka achha knowledge hai iske small case se jayeda to mutual fund ka return hai
सर जी राहुल जी बोल रहे हैं गरीब महिलाओं को एक लाख रुपए देंगे हम हर साल तो इतना पैसा कहां से आएगा इसके बारे में कुछ डिटेल्स बता सकते हैं आप 🙏
AAJKA video dekhke mai yeh samajh gaya ke modiji fir aa rahe hai. So, this video is guide to investors to get ready of different scenario. 😊
🤣🤣🤣
Sir big fan of yours...!
But slightly differ from your view on infra. Infra development improves logistics index... Which leads to increase gdp.
"American roads are not good because America is rich, but America is rich because American roads are good," US President John F Kennedy once said famously
Too good but bhains ke aage been
@@CosmicKey-dj3gxAmerica is the current leader of the group which looted India. When we were looted UK was the king of the western pack, today since WWII USA is the leader.
Same blood different face
Not only Tesla, they flew. Americans travel only in air since 1500s, they were born rich with great infrastructure & roads and same goes for China too😂
@@prashantranjan4859 🤣
Except he never said that
Right now Government is giving Atta/daal only but congress is committing atta dal and 1lakh to every female.. Annual.. And other freebies... And all this paisa will go from our pocket... No minister have nothing to do with it.. . Free ka paisa do .. Logo ko vehle baithne ki aadat daal do... Aise india ghanta taraqee karega !! .
💯💯💯
India needs to save democracy today. Modi is a democracy killer.
For years BJP has given 2.2 lakh subsidy to people buying homes and many software engineers bought homes and got this subsidy. Free paise baate hai 2.2 lakh to people earning 50 thousands, 1 lk+ per month
Mothejaat 5 kg har house hold ko jo free de raha uska kya....7375 cr ek saal Mai ghata ho raha
100%
Sir, Please travel from Mumbai to Pune on Saturday & Pune to Mumbai on Sunday . You will know that in spite of the 6-lane expressway, there are too many traffic jams.
sare log ek hi din bahar niklenge toh yahi hoga.... waise bhi ek high speed train se yeh problem solve ho sakti hai... par toll mein jyada paisa milta hai...
Sir plz don't block me,
Sir, we need a four-lane road because it is more cost-effective and time-efficient in the long run. Given our large population, providing easy mobility is essential. We can initially build a two-lane road and reserve space for future expansion to four lanes, allowing us to accommodate increased usage as needed while saving on immediate costs.
❤❤❤❤❤❤
Kahna kaya chahte ho sir !! IITs IIMs AIIMS doubled in last 10 years. This is in parallel to the infra development happened during current regime. Free ka aata and chawal (without daal) is an issue with Indian mentality. I expect you to have sincere and deep thoughts. Don't try to create public unrest by your biased thoughts.
Basant sir
if new roads will be made new businesses like Hotels ,Restaurants ,small shops ,petrol pumps ,new townships and a lot more employment generating activities will be done along it.
So I would support this infrastructure development activities
New roads not made for new business, roads are made for corruption, mining, steel,land acquisitions, toll sab me itna huge amaunt ha ke normal calculator me to figures bhi nahi aanae wale. Public ko road dikhti ha or neta ko paisa
😅
Ye left wing wale infra banta h to bolte h ye to unclear ki category h kya jarurat h road ki😅😂😂
I completely disagree with you cause if we don’t invest in our infrastructure right now if it doesn’t peak up in next 4 - 6 years we will no longer be competitive in global market for higher freight cost and we will loose our demographic advantage in next 15-20 years. As a consultant in one of the top 3 I worked with Sony and result was it is better to manufacture in USA or china than India although we have cheap labour. Because their ports, roads and railways reduce the inventory and freight cost dramatically.
सर जी, में delhi में 2006 में आया था पढ़ाई के लिए। तब delhi से सहारनपुर बस से 9 घंटे लगते थे और घर पहुंचने तक एक किलो धूल चढ़ जाती थीं अब 4 घंटे लगते है।
Bhai Saharanpur mien kyun nahi mila badhiya padhne ko ?? Delhi kyun aana padha ?? Unlearn is the most difficult thing to learn.
@@gauravmaggu क्यों की हर शहर में IIT, DU, JNU नहीं हो सकते। IIT इसलिए IIT नहीं hai की वहां टीचर्स कुछ ज्यादा अच्छे है। ज्यादातर प्रोफेसर ऐसे ही है जैसे IIIT आदि में। फर्क स्टूडेंट और इन्फ्रास्ट्रक्चर और एनवायरमेंट का है।
वरना राहुल जी भी हार्वर्ड गए थे। और तेज प्रताप यादव भी टॉप के एडूकेट होते।
Bechare neebu pani bechne walon ka business hi khatam ho gya.
मोदी है तो मुमकिन है
@@gauravmaggu puchiye purani government authorities ye sawal ki 50 saal kya kiya wahan.. isliye education bahoot zaruri hai.. check 2014 se pehle kitne Aims IITs Airports Hospitals Colleges kitne thay aur last 10 years mein kitne bane
Sir 1994 me jab AAP travel kiye the Padmini se tab roads kaise the...?
- Anuj
I am sure you are definitely not in Bengaluru else ye sab nahi bolte, yaha pe it takes 2hours, 3hours and sometimes 4hours to cover just 7-8kms. Kya ye time waste normal hai, aise hi rehne diya jaye? Jaha pe zarurat hai waha pe 100% 4 Lane road honi chahiye in fact 8 Lane bhi zaruri ho to banana chahiye. Haan village side jaha pe rush nahi hai population density kam hai waha banana is time pe unnecessary hoga.
2023 July Gaya tha 25 km Jane ke lia 1.30 hours phayle hi nikal ta tha , taki time pe ja saku. Fir vi late ho jata tha , ab basant ji ko kya pata asab.
Sir pune janeke liye ek jamane 5 ghante legate the ab 2 ghante me pune pahunchete hai. Road ke sath kai sare business khulate hai. Hajaro longoko rojagar milata hai.
Sorry to say I am not agree with your view on infra growth economy.
400 पार हुआ तो.... EVM से automatic हो जाएगा नही तो 300 पार भी नही होगा। very good logic.. keep it up sir❤
Don't know whether you will read my comment or not. But you forget to mention to the most important reason of government focusing on infrastructural growth is that why growth is only restricted to few cities. When their is good connectivity you can get cheap labour, cheap land from outskirts and access to market with good connectivity.
Till 5 years back Chinese growth was Infrastructure led growth and they have virtually completed building infrastructure. Off late Chinese growth is now consumer-led. Today American Infrastructure is of third world level when compared with that of China.
That's why china is totally sinked in debt
Infra should be created looking at least 50 years into the future....
4 lane road is a better choice. You will not be able to reserve space for 4 lanes into future...and it will help harder to reacquire land for infra later
Indian roads, highways, expressways are already congested so we required more infrastructure development for atleast next 10 years
Sir koo toh bus Modi ji ki budai karna hai... directly or indirectly....
I totally disagree on ur view, as I myself a infra contractor & in spite deploying machinaries, I always hv to need thousands of labour, & most of time it gets very difficult to even gather adequate quantity of labour even at higher wages than market. Plz correct ur economic knowledge
Sir, there is no space on roads, in cities. Endless delays to traffic jams. If infrastructure not developed, how can we move forward.
For labour, in my village, there is no labour to work in farms.
Can we move forward without fast infrastructure.
I think (I may be wrong), but I think he had a preconceived notion about criticising the government and then selected the topic and then drove toward that agenda but couldn't do that very well.(Again I may be wrong)
Sir aisa nehi hai ki Europe and USA Already developed their infrastructure to top level so they don't need infrastructure led growth.
Hundreds of times my projects got delayed only due to shortage of labour. U hv no idea how difficult it is for contractor to arrange labours mostly in last 10-12 yrs. Inspite of machinaries labour cost increased to 35%-40% mostly post covid, where as this was below 25%
Sir with so much population density two lanes will not suffice. Infrastructure has to cater for near future requirements. With rising vehicle density four & six lanes is the present day requirement. Of course not at the expense of education & health infra.
In Bangalore we have so many cars, people have money in hand but there is no Infra or proper roads.
Govt has to plan the future growth and build infrastructure first, I don’t think people have to decide this as they have limited knowledge.
I agree that people should get more money to spend, but still infra is very bad in India.
Devloped state is the responsibility of the state government, the public decides the government so is the development.
Sir roads kitne bhi bana lo, 5 se 10 saal baad wo bhi kam padenge,City like Bangalore, Kolkata, Delhi.... Needs public transport, and good quality public transport. Change off mindset ke public transport lower class ke liye ha, Roads to kam hi padenge agar cars users har din new cars purchase karne wale ha.
Sir if China’s was an infra led growth then I won’t mind if our per capita income also rises to 12000$ following their model. Consumption would automatically follow. They have now shed the low end industries and migrated to high end ones. They are the leaders in Robotics, quantum computing etc. Though US is quite ahead in innovation and economy but we cannot be like the US as we lack ingenuity entrepreneurship and discipline.However we can do the China way in terms of infra led growth.
Infra projects are needed but more importantly politicians need to stop promoting jhuggi clusters in Metro's otherwise all infra development goes waste
Delhi is classic example
Good afternoon sir. I honor you for your knowledge in stock market and economics. I am subcriber of small cap focused fund. Please do not consider this as criticism. I think it is still worthwhile to provide atta dal than to provide atta dal + 1 lakh money from our tax payers money. I am not supporting any family, BJP or Congress. But, i feel that the current opposition parties have no vision to perform better than Modi
Hey Bhadra purush is it good or bad if financial market development preceeds national developments
logo ko paisa free me batne se consumer growth aayegi.
Sir your videos are a does of wisdom ......very thoughtful !
Excellent analysis completely agree
Sir, but infra led growth will result in productivity improvement, time saving and energy saving, and eventually that will result in more income in the hands of common people. Is this not favourable?
Inko apni jeb mein paise chahiye
Hello Sir, if book value of a holding company is more than market price , can we say stock is available at discount?
@AskBasant if consumption goes up without creation of capacity dont you think current account deficit will be impacted?
Very good discussion, bohut kichi sikha aj. Har Saturday agar ayse hi topic pe discussion hoga to we are increase our knowledge. 🙏🙏
Very useful information you have discussed sir .....
GOD BLESS YOU SIR . Addicted to ur video on daily basis.
Sir in which consumer stock you have invested. Please tell directly we want to purchase
नमस्ते बसंत सर। मैं मोतिहारी से हूं, और आज भी लाइन होटल का खाना यहां मस्त मिलता है। अब तो बहुत ज्यादा लाइन होटल हो गए है। Love from motihari 🥰
Good Morning Sir. With due respect, Marico HUL Daburs have no growth but GDP growth is 8%. If rural economy is not good why two wheelers sales growth is up satisfactory.
Best Regards.
Kaushik Chatterjee
I think (I may be wrong), but I think he had a preconceived notion about criticising the government and then selected the topic and then drove toward that agenda but couldn't do that very well.(Again I may be wrong)
Thank you sir for your wonderful views.
@@prakashraghunathan2685 do you agree with that
Sir, yesterday PK said to Barkha Dutt that this time BJP will certainly increase its numbers.. Bazaar ghaatne se leverage lene ka jo soch raha tha..aab kya karoon?😢😢😢4 june tak intezaar karte hai...
Looks like your are particular about your Tea cup, the same kind was in Mumbai video's too.
Sir Thanks for your daily videos and helping us with your experience. I have a question what does a full time investor do everyday? Do investor just look at market screens ? At least traders take this or that position keeping them occupied. how do you utilise your time daily?
Its also a wonderful knowledge class 🎉
Thank you sir you give good knowledge
Very informative video, some one please share this video to our beloved pm & fm.
Namaste Sir, Great topic and interesting explanation and education, hope we had someone in our school who could made us understand economics as you do, my perspective of seeing the global economy has changed. Thank you!
Your explanation is simply awesome sir. Whichever govt forms I.N.D.IA or NDA there should be people like you in cabinets.
I STILL REMEMBER BILL GATES REFUSED TO VISIT IN INDIA IN 90's. BECAUSE HE DID NOT FIND OPPORTUNITY AT THAT TIME.
Hi sir.. I am a Vision subscriber and am planning to invest more.. Are you planning any rebalance in Vision in the near future or can I go ahead and add more
Jai Shri Ram. Sabco free me paisa batne se aur 10 kg anaj batnese kaise naukari se employment badhega. Jaroor labour milna jyadamuskil banega. Production cost badegha jisase inflation badega. Aise kadamose 10 salo ke under shayad India Venezuela jaisa ban shakata hai ? ❤
Thankyou so much ❤
A consumption-driven growth not only fuels inflation, but also can arguably lead to a slackening of future growth. High dependence on consumer spending can make the economy more vulnerable to external shocks (e.g., global financial crises, pandemics).Stimulating consumer spending to quickly revitalize the economy is short term view, investing in infrastructure ensure long-term growth and productivity. Neither consumer-driven GDP growth nor infrastructure-driven GDP growth is inherently better; each has its role and significance. For us the optimal strategy likely involves a judicious mix of both approaches as per socio-economic context of each state .
I am learning lot of things from your lectures..
Basant sir, Aapne School or Higher Educational Institute Bananae kee bat kahi. Aajkal to IIT B kee placement nahi ho rahi, or bhi educated youth unemployed hai. How further educated youth can be absorbed, any suggestions.
In your early days, what if your stocks to create your base/Capital wouldn’t have performed the way they had and gone sideways for few years. Would you been throught holding them until they show turn around or book loss and have moved somewhere else?
Sir aapse puchna chahta hu ke konsi government aane se consumption increase hogi? Mere paas zyaadatar consumer stocks hain so i am hoping ke demand will pick up
Pahela aanda ya murgee without infra no use of consumer spend think
Sir, very black and white view..no facts and figures provided..seems like full of hot air..
I am from kevadia. Don't agree that statue not generate any employment. Come to kevadia and see growth here. People are happy here earning here.
Good analysis
अगर मैं एक रोड बनता हूं तो कुछ समय के लिए कुछ लोगों को नौकरी देता हूं
अगर एक स्कूल, हॉस्पिटल, liabiary, बनता है तो नौकरी अनंत काल तक....
Sir I relly admire ur dedication n compassion towards mking 2 videos everyday..I m sure it’s very difficult.❤Thank u for passing ur knowledge to the coming generations.Most with ur knowledge will keep it a secret.❤
Zeel m invest krna shi rhega kya ????
Namaskaar Sir,
Economy question :
Is it possible to increase per capita with only infra spends ?
If yes, how it works ?
Thank you. 🙏
Sir China ki badi badi state infra construction companies are bringing prisoners to work in gulf countries to build bridges, power plants, railway infrastructure etc. using their prisoners as manpower they are tendering very competitive rates and got plenty of projects in Dubai, Abu Dhabi.
I thought over it and i think under current indian context infrastructure is necessary to stimulate industrial growth because it happens on top of solid infrastructure... Efficient logistics reduces the time and cost of distribution which helps to stimulate industrial sector growth on supply side... The issue with government giving incentives for consumption is that it would lead to inflation but yes overall gdp will grow at an accelerated rate(even double digit) as happened during UPA.. Government is anyways giving free ration, thus providing food security which is necessary... Government also has resource constraints because of a huge population to manage... Infrastructure led growth will increase cost of living and inequality but will lead more disposible disposible income for middle class, thus increase consumption anyways
Basantji is a wealth of knowledge on economics.
basant sir namaste, informal way of teaching complex formal economics, you seem like a great teacher.
Such learnings on economics seems more valuable as this can be correlated and extrapolated to so many aspects
Thanks Sir
Hello sir... I had 160 shares of heaxware.. I forgor to give back at price of 475 in nov 2020 and still holding today.. I recently recieved news from fhe media that its planning a 38500 cr IPO... Will i be able to sell my shares after allotment and listing... Or the shares would be different
sir iran ka president dead indian stock market effact hoga kya
Guruji parnam
Guruji ham Jo mutual fund mein stock lete hain vah stock ke dividend hamen milta hai ya FIR mutual fund walon Ko kripya batane ka kasht Karen.
Sir - pl say a few words on Jim Jones and quant investing. Want to know whether any mutual fund is using the technique.
Paisa nhi hai?? Kal agra me 3 vyapariyon ke yahan chapa pada hai. 60 cr cash n 100 cr assets captured. 😅😅
😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂
Namaste Basant Sir, i understand your Hindi Videos even though i am not very fluent in HIndi, I had a chance to work in Pune and Mumbai and they were many south Indian friends, Intentionally did not stay with them, i lived with people who speak Hindi and Marathi. This one decision has helped me a lot now.
Iran president accident se Indian Market pe kuch effect padega kya sir.
नमस्कार बसंत महेश्वरी जी, Can I have the luxury of 2 minutes analysis of Asian paint? All the major stocks of paint sector are showing EPS growth with P/E contraction since Jan 2021. Does that mean that we need to watch it closely? Have just read thoughtful investor... my queries look silly but I like to be so that I can learn as much as I can. धन्यवाद| साभार, प्रतीक्षारत - उदय
sir bilkul sahi kaha aapne... Log fit bhi nahi hain kisis kaam ke liye or kaam ko leke selective bhi ho gaye hain. ..Unke hath mai kaam na hona mazoor hai lekin kuch bhi kaam nahi karna..
I m regular follwer of u n there us no channel in you tube which is more knowledgeble n honest show, ur vedio encourage investing n its also motivation channel,i m only intermediate but u r my best teacher
Basic foundational knowledge..
Well explained sir..
These social driven creatures of out country need to use their brain to understand such a basic good for them
Sir aap आराम भी किया करो छुट्टी के दिन आप की वजह से हमे भी काम करना पड़ता हैं 😢
Sir ...with all due respect, i agree to disagree with this statement....in real...Most of entrepreneurs are not educated enough.
Thank you Basant sir even though i am from technical background but due to your simple explanations I am learning and understanding the economics and it's helping me in my financial decisions and investment activity
Particularly about this video I wish and Hope some one will forward this video to pmo so they will understand and work not only for people but development of people.
Namaskar Guruji My 2nd Question is that
"NSE provides list of *Top Commitment* stocks, what is the meaning of top commitment here ?
Thanks
sir, Bretton wood system introduction and fall of it. can you please talk about it
Congress ke nyay Patra mei hai DTC
Direct tax code 😂😂😂 aur sir bjp ke naam pe gadha bana rahe
Sir, What would you do today if you were a 20 year old. Kindly, make a detailed video on it if possible.
Thank you for such insightful content!
Its true that consumer growth is important for broadening the jobs and distribution of money.but i still believe infrastructure is also import witb digital infrastructure as well.
Welcome back to Kolkata 🙏🏼