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

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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[@AeonMusicRecord]

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

[@Youtubefana]

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

[@JaspreetSingh-jd9so]

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

[@user-my5qp1nm2d]

Isn't he correct?

[@iloveriponst]

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

[@user-my5qp1nm2d]

@@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]

@@user-my5qp1nm2d Ha, ha. When Day traders and tiny F&O players , come to judge one of best Macro guys around, what else to expect .

[@LNJP13579]

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]

Another great session

[@anandkeshav]

Gold insights

[@tapk1995]

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

[@nimaybolar]

Whats EM?

[@rajatchoudhary869]

Emerging market

[@hjag1019]

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

[@devbiswas9593]

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

[@Adi-ev1uh]

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

[@siddarthmohta8504]

All gas...useless interview