The case for India 🇮🇳 in a minute

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check this out when you have a minute

You are absolutely spot on, but India should improve ease of doing business. Simply becoming the default location because all other options are closed is not the answer to all India’s problems.

@varinder_bansal Every investor should have a decent allocation in India's growth story. In the next decade, we would certainly be touching $ 10 trillion economy. Jai Hind 🇮🇳

my humble question :- "why our inr is not ok in rate against the zombie economies countries basket which is usd, pound, euro, yen, to name a few". depreciation of wealth earned per year due to exchange rate setting is worst thing than any appreciating parameters u talked

Absolutely rightly said.. we have parallel economy also running just imagine if that is squeezed and diverted to main stream India can be #2 in making Its time to tie the seat belts vote sensibly nd elect a govt with absolute majority and enjoy the economic curves

@safiranand Reality. The next fifty years will belong to India.

Very well said sir

Not quite. Japan is a decade long value story and Nasdaq outperformed the Nifty. US attracts the best from the world. Bangladesh and Vietnam outperform India on manufacturing FDI as Nilesh Shah pointed out. Things are good for India but there is a lot to be done

Manish ji, thanks for this thread.

@chokhani_manish sir always love what you speak .But yes our GDP is still 2000 $ ,we are still 3% of world's market cap and 3% of global trade .Don't we need to focus on these ?

One day It will come true !

This is spot on, and communicated so effectively. Anything happens, just remind yourself that the earnings are growing too, and hence it's not a bubble. Just sit tight, and hold onto your portfolio

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Awesome understanding of Fin. Market. Hats off.

SO SWEET WORDS

Sir great, msg

Goood and insightful thoughts

Brilliant

@varinder_bansal At the same time both agree that stocks are overvalued. This year will be very stock specific. Stocks will see both time and value correction.

This Is Transition phase, Bharat shall be once again guiding the world

@VijayThk Sir, one question. Those who run the financial markets of the world (FIIs) they do or don't know this ? FIIs are not pouring money in India as much as they should

Simplistic

very interesting perspective...true , if we see really the Big picture

Indian capital markets and companies should not take their position as granted. This would be the biggest mistake!!

All the fuss. No one knows what gonna happen tomorrow. Just stick to your risk management before investing anywhere in the universe. (universe = in case of there is stock market on Mars in near future)

Sir should we not focus here ?

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Also sir our exports have plaetued whereas china ,Japan and South korea have all become rich due to export focused growth

What could be more clearer than this? Absolutely spot on 👌👍😊😊 🇮🇳

Magnificent seven reduced to 4. That way Indian IT sector is not growing. So we must say sun set for IT boom in India. Remember digitalization and IT industry is not one and the same thing.

Love listening to you always Manish ❤️

Par Excellence. Always Spot on.

Awesome

Very insightful, Manish sir. We at 13D echo so many of your views!

So always good to hear you sir