Why Morgan Stanley's Ridham Desai Believes This Decade Belongs To India | BQ Prime 

I'd rather have his team. Oratory does not equal work. Shashi Tharoor is an example of this. Forgettable stints as MEA and HRD

Gupta ji you are very humble. You will definitely make at least 16% CAGR, if you follow some due diligence in your stock picks.

Hold your horses till 2023-24

@@Lifexx369 yeah. I too think so.

@@cool3884 toh pehele kaahe jhooth bola.

@@SG-vh3ti since I did not specify any time period. So humne jhooth nahi bola😄

I don’t see Bihar doing anything worthwhile. They’re too caught up with caste politics. Bihar will continue to be like sub Saharan Africa in all aspects.

@@sujathaviswanathan7210 But the Uttar Pradesh doing quite well or it seems

Recession seems to be on cards then..Buckle up..

Lol and look at it now.. We just surpassed 60,000 even in this recession times🤣 soon it might go 70,000 , this was said by some companies

@@whoami8247 He was talking about Nifty

@@ra3511 whatever everything is still increasing

@@whoami8247 Mate, my point was sarcastic. His claim was 5 years it will be 30000, it is at 18000 today

I 100% agree with you. Just for thr sake of politics and to impose modi government these few stupid politicians and their followers are in the between of a GREAT INDIA . So I would urge everyone to think smartly before voting who are with thr country and who are filling their bank account in Swiss. Also, I would like to highly appreciated bq, Neeraj and Ridham. What a report and agree with you.

Have you lived in the developed world?

Don't think you will get it. Only available on pay basis or subscription.

its correct isn't ? He has been bullish since 2014 and what he has said is true till date

I came to India after three years recently. My observations are: Digitisation is better than many developed countries. People are spending. EVs, Superbikes, SUVs are a common sight. Infrastructure has grown leaps and bounds. Although inflation is high, salaries are catching up. People have several employment options in the form of MNCs who have set up bases in Tier 1 and Tier 2 cities. Our foreign policy is very strong and we are milking the Russian war to our advantage. There will always be imperfection, but I strongly believe that the Indian Elephant moves slow but keeps moving without getting tired.

Stupid thing to say. Humans envision, create their own future with their own efforts. No God helps anyone who does not help himself.

I too learned a lot

True bro..Major changes can happen only if reservations are lifted, lots of talent pool cam get into govt sector... Pls talk about it in the next episode atleast

I don't think so, I searched for it multiple places but could not find the same.

@@rajdeepchelsea thanks for your reply gentleman, I have been looking for it since the day Mr Desai is being interviewed regarding the same, had found just a snapshot of one of his piecharts on LinkedIn.

@@rivisidortholo7091 I searched for it the day I saw his interview with Mr Anil Singhvi. Also observed that their website does not host detailed reports. Maybe these are not free ones.

Lol that guy obviously knows 100 times more than you🤣 just search what Morgan Stanley is..

And it was good right? We are 5th in world right now

Sorry for stereotyping Bengali, but coming of a sensible statement regarding economy from a Bengali is heartwarming. Lots of love. I believe at least BJP ruled states will covertly try to implement these bills sooner like within 4-5 years

@@adityasaurabh-exam3175 All the linguistic groups here in India is stereotyped in one way or other. But if you don't find any sane bengali in economy then you need to revisit your research. In current government you can find most number of bengali in economic advisory group. If you check ceo or coos in Indian companies you will find many Bengali. Yes they might not be the boss because that position is mostly reserved by gujrati or Marwari 😄. You know the all noble laureate in economy from India is Bengali though their thoughts might not matched with today's India but it was necessary for wellfare states. So there are bengali everywhere from US to UK in economic field. Your view of bengali is just inspired by the results of votes in state and the vote results in India depends on lot many things other than economy.

@@niladribanerjee2821 Concept of a welfare state & redistribution of wealth is itself a racipe of economic disaster. India's pathetic economic condition is due to this only. The kind of economic solutions Amartya sen & Abhijeet Banerjee give are outrageous. Even they were also against current farm laws. Due to these stuff I don't consider them economist. Sometimes I feel Nobel prize has become some kind of western political tool. Coming to reserved position of Marwadi & Gujju for CEO/COO. I consider them as gifted of great business mind. Include Sindhis, Jain & few Khatris too. So obviously them will become CEO of business houses. Unfortunately I'm neither of them 😅 Nd in govt for economic policies, economic advisors, trade & commerce, even Finance minister- I found majority are from Southern part of India, particularly from Tamilnadu. Obviously few Bengalis are also there but so are other linguistic group. ONTH, I accept I have seen many Bengalis as rational one. But in general I've found a Bengali especially who is Women is often devoid of rationality & filled with self proclaimed intellectualism. I hope majority are not like them & hope I'm not right

@@niladribanerjee2821 bengali get a bad name only bcz of tmc and those rohingya terrorists.. You ppl should really choose someone sensible

If I would not be Indian and I hear this person for the first time I would feel that I should sell everything and leave the whole world and shift everything to India and invest completely. If only.

Lol that is Morgan Stanley.. Have you heard of this company? 🤣 they are much more knowledgeable than you..

He took that into account, just look at what modi is doing for manufacturing. Make in India, gati shakti etc, just read more instead of hawabaazi

All of those things are changing! Every single one of those things has been a problem of india and the current govt has targeted these problems. You can safely bet on india till 2030..bcz after that you won't get a chance, bcz there will be many players already investing

looks like you came to the party very late...listen to Ridham of 2014-15. Every thing he said is true now

@@manh9105 I am not saying there wont be markets soaring to new highs or improvements or business/economy expansion. You need to put it into perspective of the real world out there. Apart from IT service providing companies, saying that India is a global leader in any industry is just a marketing lie to sell your story to the people who are not aware of what the global reality is

@@maninder2409 stop dilly-dallying over small things, makes you look like a fool. Look at larger context, people like him don't fuss about small things like you.

@@whoami8247 If you would be an informed person I would indulge talking to you. You think is dilly-dally so be it. I cannot care enough to educate you better.

That guy has 100 times more knowledge than you. He is in Morgan Stanley

Ha ha

at end of the session, I think he believes in all religious.. We ought respect it..

Niraj shah Muslim hai

Exactly same question, we keep on saying Jai Shri Ram then it is not secular

I think he is Muslim of gujrat. For many many days I thought munaf patel is a hindu name😄. Whatever, if he is Muslim then it's not a issue.

Lol keep crying, while we will soon be 3rd in the world. China had these same problems, look at them now

@@whoami8247 At least china has per capita income three times of ours on ppp basis. Its GDP too 3 times of ours.

@@brainstormingsession9150 yeah no shit🤣 that's common logic, so when our gdp will increase, per capita too will.