India's Weight In The EM Basket Has Increased Substantially: Morgan Stanley's Ridham Desai

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On CNBC-TV18 | India's weight in the EM basket has increased substantially, says Ridham Desai, MD & Chief Eq Strategist India, Morgan Stanley, from the sidelines of the Morgan Stanley India Investment Forum. Some global fund managers are worried about the valuations in India, he adds.
Flows to NPS & provident fund could be raised to 20% vs 15% now, states Ridham Desai. He also expects earnings to compound at 20% over the next 3-4 years.
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Опубликовано:

26 сен 2024

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Комментарии : 22

@Youtubefana 3 месяца назад

He has been saying same story for 10 years. Twice even a broken clock is right.

@JaspreetSingh-jd9so 3 месяца назад

For more than 10 years, Koi bhi purana Interview dekh lo.

@Hey-c2b7h 3 месяца назад

Isn't he correct?

@iloveriponst 3 месяца назад

A less knowledgeable person will say different things at different times . i will any day prefer Ridham .

@Hey-c2b7h 3 месяца назад

@@iloveriponst 100 %. True. With mobile phone in hand, there is an overcrowding of mediocre people in the social media space shooting all kinds of comments.

@iloveriponst 3 месяца назад

@@Hey-c2b7h Ha, ha. When Day traders and tiny F&O players , come to judge one of best Macro guys around, what else to expect .

@AeonMusicRecord 3 месяца назад

Ridham bhai your new look is the best👍. Plz don't change it

@tapk1995 3 месяца назад

FII PULLED OUT $150 billion out of India in this year, pumping in $50 billion will help achieve 25K Nifty

@LNJP13579 3 месяца назад

So much concentrated knowledge and insights. I am now a follower of Ridham after this video. He appears to be overtly bullish but he is backing it with numbers to let the "sane/conservative" viewer decide the possible impact. EDIT : On criticism of Ridham saying the same things in every interview - I remember watching an older interview of his. Did not mark a good impression. But this one sounded good. However, I should watch other videos before deciding.

@skranj1898 3 месяца назад

Another great session

@banditonehundred 23 дня назад

These guys want you to put your money in the market. He’s a salesman. Not saying he is wrong, but people often don’t realise the difference between being an expert and a salesman

@hjag1019 3 месяца назад

He's paid to say this. He manages OPM. DYOR before investing your own money

@Adi-ev1uh 3 месяца назад

This bugger is a classic pump and dumper. Just short the market for NXT 6 months

@anandkeshav 3 месяца назад

Gold insights

@nimaybolar 3 месяца назад

Whats EM?

@rajatchoudhary869 3 месяца назад

Emerging market

@devbiswas9593 3 месяца назад

baal ud gye bhai ke..lekin yeh baat sahi hai ki kisi ke liye bhi bhavishya vani karna kafi mushkil hai chahe wo morgan stanley se paise aith rha ho ya jp morgan se ya goldman se