I have watched this clip multiple times, and it's worth revisiting. A masterclass in thinking about India versus the rest of the emerging market universe. Pure gold from Sachee Trivedi. 🔥 (Credit - Moneycontrol)

Now I kniw what brain washing looks like! She just named the most major fundamental flaws and said..keep all that aside? Like HOW? She was just manipulating how others are worse so that India looks great, but its far from reality!!

Full video

This video needs to be revised again and again

today watched multiple times.

Returns in Indian markets are not as easy as they were 4–5 years ago.

Do visit the latest one as well, Liked this one as well

will watch

All know this fact but capital not moving towards India shows that something is not right .

@kaushiks0390 Same Concept Cleared On discussion In event

@kaushiks0390 👍

South Korea & taiwan are over 5 trillion dollars now in terms of m cap surpassing india, ever since sachee trivedi made that rhetoric.

Not really! She was extremely arrogant in deciphering her grossly skewed views. There is no point in glorifying. All the panelists were there to sell their respective products. Is it easy to make money in any profession?

She said nothing but a bunch of cope. Just because there are downsides to investing in China and Korea doesn’t make India a valuable investment. Once again, Indians fall into the trap of talking and patting themselves on the back without correcting course.

When I watched it first, did some digging. She is based out of Luxembourg and run a fund company. I really hope what she said translate to some move in market, else it just like selling investor a dream. Some one whose bread and butter depends on investors putting money will always speak for it. In the end, lets diversify. Have some growth with global equity while we wait for Indian markets to hit previous ATH. Other markets have performed. I also looked into why Luxembourg - Fund structure there - -Have no corporate income tax at the fund level -Avoid double taxation -May have no withholding taxes in certain structures - Benefit from Luxembourg's extensive tax treaty network

Her Adrenalin rush will not make FIIs invest. The reality is far from her story telling . Invest wisely thru global diversification .

if u want to make money from mutual funds, stay away from Quantum AMC. They have everything in place, great processes, great framework, great systems ,excellent customer service. Except performance.

👍😄

she will get a lot of abuse for this but this video will come back after 2-3 years and she would be the one laughing her way to the bank

Markets have corrected severely even after this crap which was just an confidence push to small investors to enter so that they can take an exit. where is she after that? might be completely sitting on cash and will wait for markets to crash.

Indian markets run on optimism, US markets run on revenue growth

Mkt has fallen by more than 10% since then! What she says isn't happening

Absolute rubbish

Just for General Awareness FII selling figure of last 6 months is 2 lakh 85 thousand Cr. Patriotism is good but it shouldn't harm to our own Nation.

Hopium at its best, can give logical argument to each of her point, but the lady forgets to mention one thing, valuation ex-banks is very high in India, simple hain...and yes FIIs are not fool to see that but maybe she knows more than everybody else. God save !

China is isolated ? No way, the trade with US and rest of the world will continue. The moment Trump goes in 2028, the relationship with Middle east will change. Finally, why should investor invest if the returns are low , rupee not stable. India's growth is because of population

It would sound as if Taiwan n Korea were nothing before AI 😂 our fastest growing GDP has created an utter delusion for some Indians, take 10-15% population out n then we are African economy. Be it Market or GDP, it must transform lives substantively to 1st world standards.

lool, my chinese investments doong great meanwhile india investments are a duuuud, so just diversify , these mf portfolio managers just want their money

I heard her, and I've never heard a bigger pile of BS in my life than that. "TSMC is nothing, just a one-trick pony, guys." Well, then please make India a one-trick-pony country as well. The argument was so laughable and absurd that nobody bothered engaging with her.

If she likes it so much why does she not live in India. We have deep deficits at all states and also center. High taxation and currency in free fall. Govt needs to do deep reforms in Indian market quickly. All this noise speech is great. Where are the returns in dollar terms

STUPID Arguments com sure does not understand India

Y she is having such fake accent?

She forgot that India will also become a 1 trick pony where everything is owned by Adani. It already does mostly.

Touched Every corner

India needs to ramp up manufacturing and AI. These aren’t sectors that we can afford to be complacent on.

She is fire 🔥

Wisdom is not Loud , its subtle . There is no wisdom and logic in the banter . Looks like everything is going well for Indian market .

Nice one, she covered comprehensive points