Why Ridham Desai Of Morgan Stanley Is Betting Big On India? | Business News

Why Ridham Desai Of Morgan Stanley Is Betting Big On India? | Business News | ET Now

Рет қаралды 58,271

Жыл бұрын

Morgan Stanley's Ridham Desai on ET NOW. Why does he believe in the India growth story. Why is India insulated from global shocks, according to him? Why is Ridham Desai betting big on financials, discretionary? Watch this special interview as he breaks down his investment rationale. “If U.S. slips into recession this time, we won’t see a bear market in India" he believes. “This is the best India has been, relatively compared to China. Self-reliance is a very strong theme given by the PM. Share of global services exports has increased” he adds. Watch the full interview to find out more.
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Пікірлер: 67

@sumitkar8146 Жыл бұрын

What a great discussion between two eloquent, extremely intelligent and engaging individuals. This channel is really shortchanging the content and these brilliant speakers with rudimentary and shoddy production. I am truly horrified that the producers did not conduct this interview in a silent room, with significantly better audio and at minimum 1080p resolution - just my two cents

@samirkhairnar Жыл бұрын

Always a pleasure to listen to Riddham Desai. Listen to this conversation word by word...

@lifesciences6981 Жыл бұрын

Rhythm Desai is different. He just loves talking about the Economy, especially the Indian economy ( for us, 😀). A realist and a positive thinker focused on long-term Indian stock market. Thank you and Thankyou Rhythm once again. Thank you Nikunj. It was a clean interview, with no confusion.

@anubhavmalik2988 Жыл бұрын

The future of india depends whether modi returns or whether mahagathbandhan comes. We need to avoid mahakhichdi at all costs

@matadorlksh Жыл бұрын

Tho I’m not in complete support of neither Modi nor any other opposition. But trust me there’s no one who stands a chance against Modi for at least next two terms. Whatever you call it bhakti or haphazard but quick decision making but people are really dialed in Modi as of now which is not going to fade away anytime soon. Which again neither I’m for nor against.

@anubhavmalik2988 Жыл бұрын

@@matadorlksh mahakhichdi will take us back by couple of decades it was tolerable in the 80s 90s but now we can't afford to lose another decade else india will surely lose the race. So net net no mahakhicdi for at least next 5 decades

@rohanch07 Жыл бұрын

You mean Maha-thug-bandhan? But I agree.

@SuperYoman100 Жыл бұрын

It is a shame to see so many educated Modi-haters in India... It's a vicious cycle for them, they have lost their minds suffering through Modi Derangement Syndrome.

@anubhavmalik2988 Жыл бұрын

@@SuperYoman100 some of our educated ppl never learn from history.its golden Era for india after almost 10 centuries but we seem to he'll bound on repeating historical mistakes

@Toto2i Жыл бұрын

India should allow an investment account like an IRA....where transactions of funds/stocks within the account dont attract tax. only when money is taken out of the account, does a tax incident occur.

@anshubhat1094 Жыл бұрын

Yes ROTH IRA would be great here , it would interestingly increase millionaires in india in longer run

@kangafinancial6319 Жыл бұрын

Totally agree but please please communicate the pitfalls and the advantages intensively.

@Suhass149 Жыл бұрын

For the share of retail investors here, that scheme would be useless. The only close alternative is the NPS scheme

@SaregamapavanN Жыл бұрын

don't you guys have some money to get a good camera and audio gadgets, in the time of 4k videos you uploading 480p quality video

@amitpatel3120 Жыл бұрын

Always endearing to hear Ritam desai. Where do we get the reports that he publishes ?

@dinzakas Жыл бұрын

Excellent Ridham, should have been closed room recording.

@AD-tx3gx Жыл бұрын

Always a pleasure you hear both of you. Very insightful. Yes the coming decade does belong to India.

@tmmenon1947 Жыл бұрын

Very informative interview; and very reassuring in the India story unfolding….

@500suren Жыл бұрын

Always great to hear a well informed, unbiased view point on India and Ridham Desai has been doing it over the years. He is absolutely spot on about the sharp policy changes that the Modi government has initiated that is now bearing fruit and expected to flower in abundance however insulating the Indian economy has been a master stroke, and it is work in progress, primarily because the present government knew that India with its sheer population numbers can be the producer and consumer irrespective of how other countries fare.

@varvishwa Жыл бұрын

Very good video and more importantly non biased, professionally delivered. Thxs

@thyagarajesh184 Жыл бұрын

Top 10 business houses in India are capable of influencing the policy changes and it's timing. They know how to run ahead and take advantage of it. Hence in the next decade India will see billionaires becoming large. An ordinary person can make money by investing in those companies via the stock market.

@ganeshchelliah4838 Жыл бұрын

happy to see ridham sir

@bikaskantide8760 Жыл бұрын

Wonderful discussion. Brilliant analysis by Ridham Desai.

@HitenMumbai Жыл бұрын

RD is always insight full 🙏 Thanks Nikunj for this 🙏

@In-Shaan Жыл бұрын

very insightful conversation.

@abhijitjacob Жыл бұрын

There are real issues in setting up manufacturing operations in India. There is a reason why MNC are preferring Malaysia and Vietnam and will come to India only reluctantly.

@stevengiji3886 Жыл бұрын

Have you listened to anything he said?

@rohanindra6401 Жыл бұрын

Correct. Easily fixed with changes to labour laws and electricity.

@prashantj7839 Жыл бұрын

Indian IT salaries are more than Singapore and on par with Europe. It's just 50% less compared to USA. Building Rentals are also going up. India is no longer cheap outsourcing destination.

@amitgoyal11 Жыл бұрын

Given the 2-3X increase in salaries of tech talent, cost of outsourcing is no more 1/10th...At best it is 40-50% of US and almost similar to Europe

@rknu1856 Жыл бұрын

excellent discussion ,thank u both u

@pawanpoddar9293 Жыл бұрын

Excellent 👌. Thank you

@pratikpatil6342 Жыл бұрын

Interesting, insightful, and inspiring !!

@PareekKeshav23 Жыл бұрын

Really enjoyed the show..✋️

@Ad_108 Жыл бұрын

Big fan of Ridham Desai sir🙌

@personalemail9626 Жыл бұрын

There is so much of background noise . Beautiful discussion has almost got wasted .

@gandhiaks Жыл бұрын

you guys need to invest in a better Camera

@ranenbhattacharyya136 Жыл бұрын

Excellent show. Positive all round

@jatinpunjabi4013 Жыл бұрын

❤️ it keep it up 👍

@sanjaydutta1736 Жыл бұрын

Quite interesting session

@prashantpandeymca Жыл бұрын

Superb analysis 👍

@justinsirex Жыл бұрын

Really informative video from two intelligent guys

@anupee1 Жыл бұрын

Couldn't they find a quiet room

@sandippuri4171 Жыл бұрын

Super !

@goutambhat7379 Жыл бұрын

Great

@rsinojiya Жыл бұрын

Nikunj is totally focus on pe, valuation and interest rates. Typical of TV analysts. 😅

@vedantsingh2000 Жыл бұрын

Please remove the noise in the background

@parthaaec07 Жыл бұрын

It's always pleasure listening to Ridham Desai. Knowledgeable interaction.

@ravirk3549 Жыл бұрын

Love this discussion, very insightful

@manharvaghani5028 Жыл бұрын

Too much disturbance behind your location.

@rajivrohella Жыл бұрын

With sams point of view everyone working in Chinese factories should get Australian PR as they are manufacturing for Australians. Australia needs skills immigration not student immigration.

@indian256 Жыл бұрын

Kindly improve your Audio. For a while I thought my Macbook's speakers are damaged or my eardrum is ruptured.

@rajeevranjan1235 Жыл бұрын

volume quality is so bad of this channel.

@indian256 Жыл бұрын

exactly

@nafasm Жыл бұрын

Candid conversation, thanks nikunj

@onkardudhane7399 Жыл бұрын

Ridham Desai - US recession, India bear market. Saurabh Mukharjeia - US recession, India bull market. 🤔

@vineetbhojwani8241 Жыл бұрын

For me too this was the very first thought that came in my mind when I heard him. However, I feel US recession causes a bear market in India at first (RD's point) but it is always followed by a bull market in India, it takes anywhere from 3-12month after the recessionary period in US for the growth phase in India to kickstart (SM's point). So IMO, they both are are right in their own timelines.

@Sv-ry9lj Жыл бұрын

Remember when the US sneezes the world catches cold! Although marginally agree that the recession in US wont be felt as bad as before. The world largest economy will bring down markets significantly. Every single time this has happened. The Indian consumption has improved but the per capita income is ₹ 91,481 and of US is ₹ 50,00,000. How could you just rely on the Indian consumption if you are 1/50th, too optimistic. I would say!

@jayakishore565 Жыл бұрын

i think riddham told even though US have recession india market will go up.where he said if US recession india is bear market??

@anuragharsole6387 Жыл бұрын

Saurabh said , " After US Recession , there is cheap oil and cheap Money, which starts INDIA Bull market." But Market are co related, so US falls , India falls too.

@jayakishore565 Жыл бұрын

@@anuragharsole6387 man think with brains . This is not 2008 situation . US won’t fall but US will have head winds for next 12-18 months . But india have tail winds bcoz our inflation will come under control by Dec bcoz we nvr printed cash and if fuel cost goes down our inflation can come low more fast . And russia market is in shambles China market is right now very volatile . So india is one of the best place splly in emerging markets . Ofcourse it will be volatile in short term . But I see good trend for next 12-18 months .