क्या share चलेंगे अगले 10 साल में ?

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What are the stocks and sectors that will do well if India follows the American pattern of per capita GDP growth ?
Listen to know all this
0:00 Introduction
0:30 When was USA’s per capita GDP around $2500?
1:01 Comparison of per capita incomes of countries all over the world.
2:35 India’s current per capita GDP is $2500.
2:49 America in 1960’s have per capita GDP of @2500
3:25 Broad comparison of American companies on 1960 with Indian companies right now.
4:30 How much America had benefited after World War 2?
5:01 Automobile sector comparison between India and USA
5:41 FMCG Sector (Fast moving consumer goods) grew well.
6:20 Comparison in Restaurant business.
7:20 Beginning of women liberalization in USA.
7:52 Jewellery retailing business may grow more in India due to women liberalization.
8:28 Indian companies has to face a lot of competition from international players. (for e.g. Starbucks and Café Coffee Day)
9:00 Technology related companies. (IBM, General electric, American express)
9:33 Dow Jones did not move so much in the period 1967-1982.
10:28 US per capita income in 1982 was $14000
10:55 Analysis of Polaroid Company.
11:48 Instead of the fact that GDP per capita was went up from $4000- $14000 stock market didn’t show progress that much.
12:23 Many changes had come due to technology but as the stock were very costly they cannot gain much out of it.
12:48 Which sectors perform better if India’s per capita GDP grows to $5000 from $2500?
13:00 Banking sector
13:43 Automobile sector
14:05 Low cost Air travel sector. (Indigo)
15:21 Very less percentage of population do invest in stock market
16:08 Fund management in US economy in 1960’s
16:27 Peter Lynch the manager of the Magellan Fund at Fidelity.
17:05 Fund management can do better in India.
17:17 View on India for next 5-7 years.
18:30 Analysis of Jubilant Foodworks Limited.
18:41 Analysis of Tanishq
19:42 Can we make a portfolio by observing countries background around the world in similar phase like India experiencing now?
#per_capita_GDP #America #World_War_2 #FMCG #Restaurant #women #liberalization #Technology #Dow_jones #Polaroid #Company #Banking #Automobile #indigo #fundmanagement #india #Peter_Lynch #Fidelity #Jubilant_FoodWorks #Tanishq #investmentstrategy #financialadvisor #passiveincome #tradingeducation #tradingpsychology #stockmarkettips #investmenttips #stockmarketinsights #stockmarketupdate #stockmarketanalysis
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[@bmtheequitydesk]

--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor: on Amazon t.co/Wy1kBQuaVC

[@pnegi1]

Dear sir This is the BEST Video among all. Regards Pradeep Negi

[@fcaarchit]

10 Years view - India vs USA Sector discussed - may grow in India Consumer Banking - mostly private sector Auto Sector Airline Travel FMCG Food chains and restaurants Insurance Fund management companies Brokers Jewellery retailing Indian Companies discussed that have potential Tanishq - Titan Maruti - doesn’t have freedom like Ford and GE in USA Jubilant foodworks May grow slow in India Govt sectors Metals US Companies those shown high Growth in past Coca Cola Proctor Gamble McDonalds Starbucks IBM GE American Express Polaroid Fund management and broking companies

[@mangeshpaddy4193]

The Dow Jones didn't move from 1967 for 15 years was because it had already moved from 150 levels to 1000, about 7 times in prior 4 years. The market needs time to digest these gains

[@sarajlalwani5802]

😮😮

[@manohargupta]

Next 10 years when we will move from 2500 to 5000. 1. Auto 2. Banking 3. Consumer 4. Insurance 5. Consumer Finance 6. Brokerage 7. Airlines 8. Women consumer- Nyka, Tanishq Savings and consumption will do well.

[@sanjibdey1978]

Sir one of the best video...the kind of topic you have discussed never been discussed in you tube..please continue this seris...keep up the good work for retail investors..

[@MrAseem777]

Awesome one Basant Sir👌thanks for your long term perspective 👏 Can you also do another video on which companies frm US stock market can do well in the next 10 yrs apart frm Tesla😊🙌

[@sunilkumbhare692]

Sir, your detailed analysis on every subject of life realated to share market is awesome. You are real gem not only a good human being but a great motivator & excellent storytelling . Awesome knowledge & share with our common man is outstanding. Hope sir on daily you can contribute ur knowledge & experience with us to make people like us more knowledgeable & matured

[@yogeshpandya5932]

Fully agree with this analysis. Because In India Economy on Rising mode. So following sector will seems to doing well.... Banking /Finance / AMCs I T & Electronics Consumers & FMCG Chemicals EV & Renewable energy Pharma /Health & Insurance EMS /Defence

[@soonyanaidu7875]

Thanks for sharing. I think this will also be useful for young people seeking careers. My favorite dictum is 'follow the money'!!

[@drtekchandra5650]

Great highlights of INDIAN economy and American Economy

[@drvishalhomoeopath]

On the ground levels i have also observed that... People are spending a lot on construction,renovation,Paints and Furniture... So that sector can also boom IMO.. Just try to hire a Mason or plumber or a carpenter... No one is free ... all have lot of pending works... Even in rural areas..

[@SanjeevSharma-mk4xy]

Sir Please tell about LTI Mindtree Vs Mphasis Vs Tech Mahindra. Please 🙏🙏🙏🙏🙏

[@HardikPatel1508]

Your intellectual thaught always help me to step up my knowledge... Thanks

[@draaankur100]

बिलकुल मेरे जैसे विचार हैं आपके बड़ी खुशी हुई पहले बार लग रहा है कि मैं भी सही था हर इंसान को एक वैलिडेटर की जरूरत होती है

[@ca.mayank]

Sir, your content is very nice in all your videos. The way you explain along with comparison with history of developed countries 😊

[@akhilesh5027]

Sir would you please share your experiences of periods of fallow returns and how you dealt with them? Eg 18-24-36 mos when stocks your didn't move.

[@souravsarkar5214]

Gyan ka apar vandar ❤, we are very lucky to get so much knowledge from you ❤

[@kumark25170]

Desh ki pragati mey Sabse bada risk hai desh ke andar divisive forces key active honey ka. This government is destroying what we had built in these 70 years. Going ahead it can be a big risk to our economy

[@sunilharidas3508]

Basant ji , you are like Encyclopedia. Have a great weekend

[@sanjubaba0707]

Waah waah,,bahut hi simple language mein aapne samjhaya sir,,,

[@vimalmaheshwari5805]

बॉटम लाइन ये है कि शेयर मार्केट में अगर लॉटरी लग जाए तो शेयर मार्केट से हमेशा के लिए निकल जाना चाहिए और प्रॉपर्टी और फिक्स्ड डिपॉजिट में जाना चाहिए।

[@mohanthomas9050]

Excellent thesis. Awesome. Shukhriya.

[@virsa5623]

Sir kindly tell : 1. Why not a mnc like cocacola, samsung, microsoft, google, Toyota etc. Are listed in india ? Particularly when they are doing business in India. 2. Also tell about dividend paying etf in India ? Future of REITS in India ? 3. Please also tell why silver is big under performer in comparison with gold, stocks in the long run, future ? Thanks for ur valuable comments.

[@upasanajha4449]

sir you definately got the sharpest analytical skill and the way you present is so simple and lucid. Thanks for the knowledge sharing . God bless you !

[@ranadeepghosh]

Very knowledgeable as always Sir ji. 😊

[@praveenyada1623]

HDFC BANK, BAJAJ FINANCE, TATA CONSUMER, TATA MOTOR, TITAN , JUBILIANT FOOD WORKS, KOTAK , ZOMATO , ITC , DALMIA BHARAT , POLYCAB

[@nanasokadam]

Sir view on Indian auto sector current status & future of indian auto stocks

[@RfShaz]

Thanks for sharing your insights sir. Would love to hear your views on cathie wood Arkk fund.

[@aniruddhaghosh2580]

How do u justify high PE of Jubilant Foodworks Sir ? Since u always talk against getting trapped in high PE stocks. Want to learn ur point 🙏

[@krishnakumarmaheswari5985]

Beautiful analysis. Thanks for your insights.

[@RajeshGupta-nf9vn]

The only condition to reach $25000 per capita is to restructure the entire constitution by replacing the requisite of appointment of all MPs & MLAs. Age not more than 40, min qualification post graduate and no criminal records.

[@vaishaliis523]

Bahut khoob . very engrossing

[@Tarun_AS]

Sir. One doubt. For making long term view, to compare Indian per capita with US, will purchasing power parity be also considered. (I'm non-economics background). I found it that in rupee terms, against sm1 who earns 80 lakh a year in US, one would have to earn only 23 lakh in India to maintain similar lifestyle. I'm one of your most keen learners 🙏

[@user-xg1un9bd7y]

Thanks Sir...valuable information...❤

[@rajaninagare5150]

Very practical and logical views!

[@samwise8333]

Thank you sir for sharing ur knowledge

[@chanduprajan5436]

So insightful, thank you so much❤❤

[@sachinchaudhari9792]

Very very good content, please add these type of videos more frequently

[@himanshu53911]

This is the content we are looking for

[@basantshrivastava7781]

Very knowledgeable as always Sir ji. 😃😃

[@oursumit1]

One of best so far 👍

[@mithalaltalati3868]

बहुत बढ़िया वर्णन किया आपने, ऐसा बहुत कम सुनने, देखने मिलता है।

[@javedmalik8678]

Eid Mubarak ho sir ji aur aapke viewers and subscribers ko bhi Eid Mubarak 😊

[@meditationandmindfulness528]

Hum eid nahi manate

[@palakghar3626]

Very good discussion sir

[@pardeepgupta8983]

This is one of the best title ever Best video and analysis

[@praveenyada1623]

long term picks, great views

[@mpvlogs5932]

Very informative.

[@sudip_curiousmind]

Basant sir I am a regular viewer of your channel. I have question - share market mai paisa banane ka Matlab kya sirf multi bagger mileage hota hai? How about making 14-15 % over 15-16 years? If I can invest a crore (over 10-12 years) I can still make 3-4 crores. What is your take on such a strategy?

[@AdityaDalmia]

You should've compared the India's current USD income with comparable *inflation adjusted* incomes in US to determine the time period to compare against. In constant currency terms India today would be comparable to US in 1920.

[@NitinKumar-wr5et]

Sirji maza aa gaya 👌 Please keep doing this kind of video betting on future Sir I think another one consumption is Footwear Sector. But problem is hard to pick a solid stock in this space because of crazy valuations. What's your views please share with us.

[@chotaniraju]

Well explained. We get fooled by leaders and media. Else only 10 cr people have real purchasing power. Rest are just....

[@macbro5903]

Very informative 👍 thanks uncle ji

[@gshetkar35]

You are absolutely correct but i think 5k is good for india in term of purchasing power..

[@coolcatool]

17:00 Interest rates downwards since 80's favoring fund management

[@gauravsachan5810]

Hi, Can you please explain the differences between income tax structure of India and US, and its impact on the stock market, and What do you make of current situation of excessive taxation in India ?

[@atulsandhya8401]

Excellent knowledgeable video

[@DINESHKUMAR-zj5ld]

Great analysis sir ❤

[@doctorsfinance]

Sir how will midcap it stocks perform when per capita income move from 2500 dollar to 5000 dollar

[@shaktikarate4572]

shakti from jaipur Sir intrinsic value calculate krke btaiye plz with short and easy exam If possible ye bi btaiye konsa method sabse acha hae ye calculation krne ke liye 🙏🙏

[@SultanAXYZ]

Great analysis sir... 🙏

[@suchanshrestha7440]

Sir, I think comparision with China may be better suited than usa.... As it's rise in per capita income is recent and population size is comparable.... If possible pl. Make a short video on this also.

[@vishwasclasses07]

Sir muje lagta hin aache quality k share muje nahi lagta hi chale ge 1 se 1.5 yr me kuch bhi nahi bada ulta chala gya hin lagata nhi hin ki 1yr aur ye chalne wale hi

[@atulsanghal7377]

Sir, your videos are highly informative and useful. i am a regular listener. please give us insight about Apar Industries. does this have scope for PE expansion even now?

[@ajaygoyal8337]

Is viyatnam main investment dhik hai kya pls discuss different countries as you discussed American market

[@narendramaheshwari8894]

Hi, I m Narendra Maheshwari from Ahmedabad. I hear you daily during my morning walk. Not missing your any video. 3-4 times you told that you was fully invested during bear market. So I want to know that is it right startegy to stay invested fully in market or keep some funds on hand to buy a share in bear market ? And one good news is that yesterday I purchased a your book ‘Thoughtfull Investor’. 😅

[@utpalshah1610]

Great macro information ❤

[@Jignesh_thakkar]

Sir.. You are Indian version of NAVAL Ravikant, in terms of Thought process & clarity 🙌🏻

[@santoshpatra9248]

Bahut Achcha tha aaj ka video

[@Prasadbabu505]

Sir, please share your views on LTTS & LTIM. Which one is compounder and which one is multibagger

[@chandankathal]

4th try : Hello Sir, I am an IT engineer from Delhi. Why does Angel one trade at a PE of 12 to 13. When the company has show top line and PAT growth of 30 percent yoy for the last 3 years and future trend looks similar as well. Is something beneath the surface we don't know of?

[@patel.1238]

what s your view on voltas and johnson control hitachi

[@shasha_knp]

Sir, keeping PE n ROE in consideration, What parameters are important to see GROWTH.... Only incremental EPS Q-o-Q & Y-o-Y is sufficient??? How we need to Judge? If we are looking for SMALLCAP/MIDCAP for 6 months to 1 Year to 2 Years.

[@Gotteable]

Please reduce the lux of lights of your video .. too much brightness even though my brightness level is low . Please use smart WiFi bulbs to control the illumination. It is just a just suggestions.. I see many investing KZbinrs video .. but do not face such problems because you only talk not PPT that may be the reason. Please take my suggestion in positive way … I am subscribers of your channel

[@arvindpopkar7479]

Sir, you are so intelligent.

[@SandipPatil-de9et]

Hello Sir, What will be the impact of AI and ML like Chatgpt on indian stock market? Will there be any adverse effect on IT sector? Can one make money from indian market with view/conviction that AI like Chatgpt will be the future.

[@RajeshDubey]

My name is Rajesh Dubey. I am an NRI. Sir, I like your videos and watching since you started the Adani videos. In last video, you discussed about the stocks which can perform well if the per capita income of our India will change from 2500 to 5000. My question is about the Bayer Chropchem. How it will perform? A 10 facevalue stock, is a good dividend paying, looks expensive but trading around 52 week low. Please analyze.

[@rameshsharma4398]

Excellent explanation ❤

[@iitian-hp4vq]

Personal advice WhatsApp group Join karo

[@sandeep4512]

If I want to buy 1 stock from electric vehicle space (two wheeler). Which one is better option ,big brands like TVS and BAJAJ or small players like ATHER, Mercury ev tech etc.

[@shubhgoel3262]

Sir,Great info. . This question is that we are expecting per capita increase but what about as govt. Is taking loan and loan. In the end all the money will taken by leaders of India then again that capta income will slow down? As I am trying to shift US as in India acc. To data we have to pay debt then we will group. Isn't.? Please have a point on this issue sir. Thanks

[@jiturajawat6744]

Thnx sir...but ab organised way pe aa jayiye...

[@HimanshuSDesai]

Sir, Excellent analysis. Wishing you long and healthy life. You haven't given answer me from last four times pls answer this time. I am a retired person getting sufficient pension. Investing mostly of nifty 50 stocks. Which companies we should avoid from nifty 50 for long-term. Thanks Himanshu from Mumbai ❤

[@ashokghose51]

Excellent analysis

[@hellsgatenumber13]

Sir please make some videos on financial history

[@satishkolhekar5759]

Mr. Basant. It is a matter of denominator of population. If we consider the middle class population, we may get a good per capita.

[@dralokkumarsingh]

Plz in details about china and south korea tecnology evolution and plz compare with India...pranam sir

[@akashbarman754]

sir you said we never make money at around 100 pe but dmart is trading at 95 pe is it value buy still sir?

[@arvindgandhi1007]

Excellent video Sir. Thank you very much 🙏

[@BookInGS.]

Appreciate the feedback.⬆️ What' sap me with the number showing above for more guidance, consultation and take part in the ongoing investment updates...

[@anandshah019]

Hello Sir. Anand from Surat. Love your videos. Roz dono videos dekhta hoon. Thanks so much. Please offer your opinion on Narayana Hrudayalaya.

[@shridhardeshpande1790]

Sirji we need this kind of content....get your stocks reviewed getting redundant

[@souravsarkar5214]

Hi Sir, please share your views on Manyavar, Vaibhav Global and Zydus Wellness

[@ARVINDKUMAR-nq4nh]

Bahut acha Basant uncle

[@Mr.Ghibli777]

Very great !

[@jcsoni7010]

Sh Basant ji Don’t you think per capita income of America and India should be compared based on PPP basis . If May throw little different conclusion .

[@SanjayGupta-nf4ie]

18th time asking for your help though I know you will not take my question but can I hold India bulls housing finance for next 5 years to have rate nearly 400. Thanks 😊😊😊

[@shubhamcharanpahari2567]

Make some videos on defence sector of India

[@nishashete4724]

What is yr view on engineering, defence company for next 10yrs??

[@iitian-hp4vq]

Personal advice WhatsApp group Join karo,,,

[@satyas4284]

Excellent analysis sir

[@bhupeshverma1690]

Very high valuations...

[@AlienAlliance]

Eid Mubarak Sir! ❤🎉

[@santoshkumar-ou5kz]

Nicely explained