क्या share चलेंगे अगले 10 साल में ?
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- čas přidán 24. 07. 2024
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What are the stocks and sectors that will do well if India follows the American pattern of per capita GDP growth ?
Listen to know all this
0:00 Introduction
0:30 When was USA’s per capita GDP around $2500?
1:01 Comparison of per capita incomes of countries all over the world.
2:35 India’s current per capita GDP is $2500.
2:49 America in 1960’s have per capita GDP of @2500
3:25 Broad comparison of American companies on 1960 with Indian companies right now.
4:30 How much America had benefited after World War 2?
5:01 Automobile sector comparison between India and USA
5:41 FMCG Sector (Fast moving consumer goods) grew well.
6:20 Comparison in Restaurant business.
7:20 Beginning of women liberalization in USA.
7:52 Jewellery retailing business may grow more in India due to women liberalization.
8:28 Indian companies has to face a lot of competition from international players. (for e.g. Starbucks and Café Coffee Day)
9:00 Technology related companies. (IBM, General electric, American express)
9:33 Dow Jones did not move so much in the period 1967-1982.
10:28 US per capita income in 1982 was $14000
10:55 Analysis of Polaroid Company.
11:48 Instead of the fact that GDP per capita was went up from $4000- $14000 stock market didn’t show progress that much.
12:23 Many changes had come due to technology but as the stock were very costly they cannot gain much out of it.
12:48 Which sectors perform better if India’s per capita GDP grows to $5000 from $2500?
13:00 Banking sector
13:43 Automobile sector
14:05 Low cost Air travel sector. (Indigo)
15:21 Very less percentage of population do invest in stock market
16:08 Fund management in US economy in 1960’s
16:27 Peter Lynch the manager of the Magellan Fund at Fidelity.
17:05 Fund management can do better in India.
17:17 View on India for next 5-7 years.
18:30 Analysis of Jubilant Foodworks Limited.
18:41 Analysis of Tanishq
19:42 Can we make a portfolio by observing countries background around the world in similar phase like India experiencing now?
#per_capita_GDP #America #World_War_2 #FMCG #Restaurant #women #liberalization #Technology #Dow_jones #Polaroid #Company #Banking #Automobile #indigo #fundmanagement #india #Peter_Lynch #Fidelity #Jubilant_FoodWorks #Tanishq #investmentstrategy #financialadvisor #passiveincome #tradingeducation #tradingpsychology #stockmarkettips #investmenttips #stockmarketinsights #stockmarketupdate #stockmarketanalysis
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Dear sir
This is the BEST Video among all.
Regards
Pradeep Negi
10 Years view - India vs USA
Sector discussed - may grow in India
Consumer Banking - mostly private sector
Auto Sector
Airline
Travel
FMCG
Food chains and restaurants
Insurance
Fund management companies
Brokers
Jewellery retailing
Indian Companies discussed that have potential
Tanishq - Titan
Maruti - doesn’t have freedom like Ford and GE in USA
Jubilant foodworks
May grow slow in India
Govt sectors
Metals
US Companies those shown high Growth in past
Coca Cola
Proctor Gamble
McDonalds
Starbucks
IBM
GE
American Express
Polaroid
Fund management and broking companies
The Dow Jones didn't move from 1967 for 15 years was because it had already moved from 150 levels to 1000, about 7 times in prior 4 years. The market needs time to digest these gains
😮😮
Sir one of the best video...the kind of topic you have discussed never been discussed in you tube..please continue this seris...keep up the good work for retail investors..
Awesome one Basant Sir👌thanks for your long term perspective 👏 Can you also do another video on which companies frm US stock market can do well in the next 10 yrs apart frm Tesla😊🙌
Thanks for sharing your insights sir.
Would love to hear your views on cathie wood Arkk fund.
Great highlights of INDIAN economy and American Economy
Fully agree with this analysis. Because In India Economy on Rising mode. So following sector will seems to doing well....
Banking /Finance / AMCs
I T & Electronics
Consumers & FMCG
Chemicals
EV & Renewable energy
Pharma /Health & Insurance
EMS /Defence
Thanks for sharing.
I think this will also be useful for young people seeking careers.
My favorite dictum is 'follow the money'!!
Sir would you please share your experiences of periods of fallow returns and how you dealt with them? Eg 18-24-36 mos when stocks your didn't move.
Sir kindly tell :
1. Why not a mnc like cocacola, samsung, microsoft, google, Toyota etc. Are listed in india ? Particularly when they are doing business in India.
2. Also tell about dividend paying etf in India ? Future of REITS in India ?
3. Please also tell why silver is big under performer in comparison with gold, stocks in the long run, future ? Thanks for ur valuable comments.
Waah waah,,bahut hi simple language mein aapne samjhaya sir,,,
Your intellectual thaught always help me to step up my knowledge... Thanks
Sir, your detailed analysis on every subject of life realated to share market is awesome. You are real gem not only a good human being but a great motivator & excellent storytelling . Awesome knowledge & share with our common man is outstanding. Hope sir on daily you can contribute ur knowledge & experience with us to make people like us more knowledgeable & matured
Sir view on Indian auto sector current status & future of indian auto stocks
Sir, your videos are highly informative and useful. i am a regular listener. please give us insight about Apar Industries. does this have scope for PE expansion even now?
Hi, Can you please explain the differences between income tax structure of India and US, and its impact on the stock market, and What do you make of current situation of excessive taxation in India ?
Excellent thesis. Awesome. Shukhriya.
Sir, your content is very nice in all your videos. The way you explain along with comparison with history of developed countries 😊
Beautiful analysis. Thanks for your insights.
Is viyatnam main investment dhik hai kya pls discuss different countries as you discussed American market
Sir. One doubt. For making long term view, to compare Indian per capita with US, will purchasing power parity be also considered. (I'm non-economics background). I found it that in rupee terms, against sm1 who earns 80 lakh a year in US, one would have to earn only 23 lakh in India to maintain similar lifestyle. I'm one of your most keen learners 🙏
Hi Sir, please share your views on Manyavar, Vaibhav Global and Zydus Wellness
Gyan ka apar vandar ❤, we are very lucky to get so much knowledge from you ❤
Basant sir I am a regular viewer of your channel. I have question - share market mai paisa banane ka Matlab kya sirf multi bagger mileage hota hai? How about making 14-15 % over 15-16 years? If I can invest a crore (over 10-12 years) I can still make 3-4 crores. What is your take on such a strategy?
what s your view on voltas and johnson control hitachi
Sir Please tell about LTI Mindtree Vs Mphasis Vs Tech Mahindra. Please 🙏🙏🙏🙏🙏
4th try :
Hello Sir, I am an IT engineer from Delhi. Why does Angel one trade at a PE of 12 to 13. When the company has show top line and PAT growth of 30 percent yoy for the last 3 years and future trend looks similar as well. Is something beneath the surface we don't know of?
Basant ji , you are like Encyclopedia. Have a great weekend
Sir, please share your views on LTTS & LTIM. Which one is compounder and which one is multibagger
Very practical and logical views!
Sir how will midcap it stocks perform when per capita income move from 2500 dollar to 5000 dollar
On the ground levels i have also observed that... People are spending a lot on construction,renovation,Paints and Furniture... So that sector can also boom IMO.. Just try to hire a Mason or plumber or a carpenter... No one is free ... all have lot of pending works... Even in rural areas..
बहुत बढ़िया वर्णन किया आपने, ऐसा बहुत कम सुनने, देखने मिलता है।
Sir,Great info. . This question is that we are expecting per capita increase but what about as govt. Is taking loan and loan. In the end all the money will taken by leaders of India then again that capta income will slow down?
As I am trying to shift US as in India acc. To data we have to pay debt then we will group. Isn't.?
Please have a point on this issue sir.
Thanks
If I want to buy 1 stock from electric vehicle space (two wheeler). Which one is better option ,big brands like TVS and BAJAJ or small players like ATHER, Mercury ev tech etc.
17:00 Interest rates downwards since 80's favoring fund management
So insightful, thank you so much❤❤
Gud morning sir ji 🙏. Which stocks is better for next 10 years Astral pipe ya APL APOLLO TUBE. plz reply.🙏
sir you definately got the sharpest analytical skill and the way you present is so simple and lucid. Thanks for the knowledge sharing . God bless you !
Hello Sir, What will be the impact of AI and ML like Chatgpt on indian stock market? Will there be any adverse effect on IT sector? Can one make money from indian market with view/conviction that AI like Chatgpt will be the future.
shakti from jaipur
Sir intrinsic value calculate krke btaiye plz with short and easy exam
If possible ye bi btaiye konsa method sabse acha hae ye calculation krne ke liye 🙏🙏
long term picks, great views
Hi Basant ji. Please express your view on a stock like Campus Footwear which is trading at 90+ PE.
What do u think about bharti airtel. I see similar patterns as described in your book. Do u think it has topped out as it showed maddening up move in 3 months followed by a top. But still down move is left as per thesis in your book. What is your take on it fundamentally.
Sir, keeping PE n ROE in consideration, What parameters are important to see GROWTH.... Only incremental EPS Q-o-Q & Y-o-Y is sufficient??? How we need to Judge? If we are looking for SMALLCAP/MIDCAP for 6 months to 1 Year to 2 Years.
My name is Rajesh Dubey. I am an NRI. Sir, I like your videos and watching since you started the Adani videos. In last video, you discussed about the stocks which can perform well if the per capita income of our India will change from 2500 to 5000.
My question is about the Bayer Chropchem. How it will perform? A 10 facevalue stock, is a good dividend paying, looks expensive but trading around 52 week low. Please analyze.
Very informative 👍 thanks uncle ji
Sir, I think comparision with China may be better suited than usa.... As it's rise in per capita income is recent and population size is comparable.... If possible pl. Make a short video on this also.
Very knowledgeable as always Sir ji. 😊
How do u justify high PE of Jubilant Foodworks Sir ? Since u always talk against getting trapped in high PE stocks. Want to learn ur point 🙏
You are absolutely correct but i think 5k is good for india in term of purchasing power..
Very informative.
Plz in details about china and south korea tecnology evolution and plz compare with India...pranam sir
Very very good content, please add these type of videos more frequently
Sh Basant ji
Don’t you think per capita income of America and India should be compared based on PPP basis . If May throw little different conclusion .
Bahut khoob . very engrossing
Very knowledgeable as always Sir ji. 😃😃
Sirji maza aa gaya 👌
Please keep doing this kind of video betting on future
Sir I think another one consumption is Footwear Sector.
But problem is hard to pick a solid stock in this space because of crazy valuations.
What's your views please share with us.
Very good discussion sir
Thank you sir for sharing ur knowledge
Thanks Sir...valuable information...❤
Guru ji namasthe,
Mai 2.5 lakh rs ke 4 mutual fund le rakhe hai, 2 elss, 1 small cap, 1 multicap. Kya mai apne Paisa nikal ke apke 20nifty mai invest karna sahi hoga.
3:13 Per capita $3000 in 1960's is fine but what about Purchasing power parity? Is it really Apple to Apples comparision?
Hi, I m Narendra Maheshwari from Ahmedabad. I hear you daily during my morning walk. Not missing your any video. 3-4 times you told that you was fully invested during bear market. So I want to know that is it right startegy to stay invested fully in market or keep some funds on hand to buy a share in bear market ? And one good news is that yesterday I purchased a your book ‘Thoughtfull Investor’. 😅
Siri please discuss about Cafe coffee day Can it be considered as a growth company
You should've compared the India's current USD income with comparable *inflation adjusted* incomes in US to determine the time period to compare against. In constant currency terms India today would be comparable to US in 1920.
One of best so far 👍
Well explained. We get fooled by leaders and media. Else only 10 cr people have real purchasing power. Rest are just....
How about ac companies for future like voltas, blue star
Great macro information ❤
Great to hear you with US market updates , wish to invest in Chat Gpt , can toh suggest which companies will be having direct / indirect benefit of CHAT Gpt in future ?
sir you said we never make money at around 100 pe
but dmart is trading at 95 pe
is it value buy still sir?
This is one of the best title ever
Best video and analysis
Pl. evaluate Navin flourine on current rate.
Sir along with Titan I think Ethos will also perform better
Sir, what is your view on Tata Motors on the current CMP
Sir, Excellent analysis. Wishing you long and healthy life. You haven't given answer me from last four times pls answer this time. I am a retired person getting sufficient pension. Investing mostly of nifty 50 stocks. Which companies we should avoid from nifty 50 for long-term.
Thanks
Himanshu from Mumbai ❤
Great analysis sir... 🙏
Hello Sir. Anand from Surat. Love your videos. Roz dono videos dekhta hoon. Thanks so much. Please offer your opinion on Narayana Hrudayalaya.
Desh ki pragati mey Sabse bada risk hai desh ke andar divisive forces key active honey ka. This government is destroying what we had built in these 70 years. Going ahead it can be a big risk to our economy
Next 10 years when we will move from 2500 to 5000.
1. Auto
2. Banking
3. Consumer
4. Insurance
5. Consumer Finance
6. Brokerage
7. Airlines
8. Women consumer- Nyka, Tanishq
Savings and consumption will do well.
Sir i have been investing in Nifty50 index fund and Nifty100 Equal weight index fund through sip mode equally in both funds from past year,is investing in both market weight n equal weight is better or should i concentrate on any one?…I’m 36 years old ,self employed from karnataka..
Hello sir !
Just your view on Future of IDFC FIRST BANK.
THANKS.
Excellent video Sir. Thank you very much 🙏
Appreciate the feedback.⬆️
What' sap me with the number showing above for more guidance, consultation and take part in the ongoing investment updates...
18th time asking for your help though I know you will not take my question but can I hold India bulls housing finance for next 5 years to have rate nearly 400. Thanks 😊😊😊
Is there your company provide pms for retail investors with small amounts? Please details share kare?
Nice analysis, but sir if banking finances and consumer doings well, then why not it sectors!!!
This is the content we are looking for
10m new jobs a year in india will generate 300-350b extra gdp every year and 150b extra wages. But assuming 1m jobs are in the outsourcing /fdi funded sector that is one sector where almost all gdp equals wages. So 40b extra gdp from this sector gives almost similar addition to extra wages. Outsourcing sector thus accounts for 10% of new jobs directly and 10% of growth directly but 25% of the extra wages , consumption and tax collections. Most importantly net new jobs are creating 30-40k usd gdp per capita and this is very different vs the existing 7.5-10k usd gdp
Pharma , defence , industrial machinery and textiles should do well in my opinion. Please evaluate .
Sir please make some videos on financial history
Sir.. You are Indian version of NAVAL Ravikant, in terms of Thought process & clarity 🙌🏻
sir in india per capita income is actually going down in relation to inflation
Will you pl share your views on burger King for 5 years , bought 5000 shares at 163 , buy more, hold or book loss? Asking 5 th time , pl answer. Thank you
Sir your views on intellectual property companies pl
Bahut Achcha tha aaj ka video
Make some videos on defence sector of India
Sir your opinion on cyient for 3 to 5 year investment
Mr. Basant. It is a matter of denominator of population. If we consider the middle class population, we may get a good per capita.