Morgan Stanley's Ridham Desai On Modi 3.0 Outlook, Policy Making & The Impact On Stock Markets

[@muralidharj9221]

This Gentleman spoke at length and has provided a very insightful session.

[@TheArtOfWealthBuilding]

ridham sir is always worth listening to, awesome learning

[@AIStocksInsight]

Jo modi gaan kar de bas wo gyani ho gya

[@JackBlackSM]

​​@@AIStocksInsightIf you don't understand economics then it wud be better to invest time and effort in the subject. Your public comment makes it clear that you don't understand economics and therefore, can only put out a meaningless political comment. Please get educated first.

[@DEV-ey8jb]

This man is a genius… Thanks that I have read Economics for the UPSC and it came as a blessing for me… Can understand each and every concept which Mr. Ridham is explaining…. Pure genius….

[@shadab5135]

Name of the books please ?

[@seshanm54]

So much to learn from this man! Speaking gently with great clarity. Morgan Stanley is lucky to have snared this man.

[@sudheendranmaruthinath6325]

Excellent insights from the smart and intelligent Ridham Desai. Thank you

[@sajukumarc11]

Secular growth, you mean broad-based..He is sharp man!!

[@dickmody6745]

Ridham s far sightedness is something I have always adored and totally stood by. Keep enlightening us Ridham.

[@srnk3416]

What a man! The overflowing knowledge, depth, insights connecting the dots, understanding of long-term cycles & super-cycles, and composure & clarity of communication (including highlighting of choice of words). I wonder are there people of this caliber inside the government!

[@sps6]

Taka tak gang...learn from ridham desai...how to avoid inflation

[@MyFlabbergast]

Taka tak gang yeh sab sunte toh bhookhe-nange ghumte kya bewkoofon ki tarah..woh legends hai jo aalu se sona nikaalenge😂

[@AppleIphone287]

⁠@@MyFlabbergastfloor test to hone de bhikmange chatukar😂😂😂😂

[@GuzzarAwan]

​​@@AppleIphone287kab hai floor test ?? Palturam mast paise banayegaa😄

[@shubhamshetty7792]

R u talking about mullis of karnataka

[@suneetsalvi1200]

Really inspirational talk -- a master class into India's future. Thank you.

[@chanduprajan5436]

Fantastic interview, so insightful. ❤❤

[@geetachhabra3115]

Enjoyed the discussion. Clearly cut and explained. Thanks to Ridham Desai & the NDTV Team.

[@lekhnathsarma1889]

Detailed report from Desai Sir. Please bring him more into the shows

[@nishantb80]

One of the best interviews I have seen in a while !!

[@cmkar1013]

Woow Macros Master Class😂🎉❤ no panelist is there to ask any questions 😉 to Ridham, Kudos 💞🇮🇳 🧡🎊🔥💃

[@dilbagchoudhary4148]

Such quality discussion bring clarity on economy and stock market.

[@tapanbarman3605]

Unfortunately, the benefits of macro-economic growth does not automatically trickle down to the poorest families. It's very important that the government continues to have a 2 prong approach - promoting community purchasing power by pumping money into rural areas and continue efforts required for macro-economic growth.

[@mem1001953]

I agree with your comments.

[@tirthpatel207]

Half baked econmics.. when wave comes it lifts every boat especially the smaller ones..govt job is to create wave not to control it

[@kannan0519]

good interview 👍

[@mpjain]

Primary balance is a term i didn't know. Ridham is always a treat to hear🎉

[@nile4140]

It's always worth listening to Ridham Desai; fantastic learning

[@ketanbadu4555]

Absolutely Brilliant !

[@uchil9118]

Brilliant guy. Great learning with every interview that he gives. Also secular.."You mean broadbased" 😊 good one.

[@sushantbisht3748]

Wondefully explained...

[@eschoolTube]

What a clarity of thoughts!

[@m.alikhan5614]

Impressed with this guy. He explains complex ideas so beautifully.

[@shrutithakur2614]

Ridham sir is amazing

[@shubhamshetty7792]

I fear soros .

[@shubhamshetty7792]

He will try to devalue our currency

[@rajendrajasathy4356]

It is always a pleasure to listen to Ridham Sir, he shares a lot of insight.

[@sts_pavan]

It's very nice of him to add extra information ❤

[@PrashantSingh-gk2wu]

Always lovely to hear him to put things in perspective 🙏

[@abm9621]

Very good analysis by Ridham

[@naveenkumar_]

Amazing speaker..could listen to him talk for another hour

[@ni10]

Great insights. Thanks

[@ramakantdwivedi4053]

Wise man👍 ridham

[@pankajbhatia3163]

He is the best when it comes to Macro

[@agentminus1]

amazing - but will appreciate more if it is in hindi..much easier to comprehend..

[@skranj1898]

Very informative discussion

[@dondj314]

The media people sitting and listening to him speak about 'climate change' was beautiful.

[@utility5846]

great talk

[@krishankumarsharma9888]

The Taka Taka would have sold bharath

[@skhustler]

But khata khat is already selling to his friends

[@psr4550]

​@@skhustlerwonder whether those friends were really poor before modi if not then damn india is cheap to be sold so easily to 1 man😂😂

[@yogeshd.9994]

Love this man Always❤

[@shadab5135]

Insightful

[@GauravDhage]

great insights

[@nafasm]

Thanks

[@DingDongBell-j3r]

i love the fact that Ridham corrected the phrase called 'secular growth' to 'broadbase growth'....nice catch sirji....!! these lefty wokies never learn...

[@roxymax8917]

14:37 such a misinterpretation with the definition of secularism in India. Secularism isn't about equality. Stop using that word everywhere. Ridham handled it smartly - broad-based 👏

[@andbeyondd]

5% annual return is easily thrown out there for illustrative purposes, but not so easy to achieve! Where do i put $500k cash reserve to keep cash safe for next 4 years? My concern is insolvency

[@vilashilage1571]

Terms of trade against Agriculture. Needs organization al ,Technology change.

[@nilpulse]

Please have Mr Ridham in CEAs team of GoI

[@pardeeptandon]

How is selling family silver good for the country?

[@sanjibanichoudhury7517]

audio is low

[@DSAMPATH]

He should now invest on training others ....with such vast knowledge....

[@yushpi]

What about demand?

[@RiddhimanArya]

Highlights: - Rhythm Desai introduces the topic of Modi 3.0 and the impact on stock markets. 🕒 - Discussion on the need for fiscal impulses for growth and the role of private capex. 💡 - Insights on the Indian market composition and the potential for new listings. 📈 - Hopeful expectations for farm law reforms and increased FDI. 🌱 - Identification of global risks such as China's deflation and slower global growth. ⚠ - Focus on capacity creation in judiciary and bureaucracy for India's growth acceleration.

[@mridulkumarjain3118]

Looks like he knows what Hovt is thinking. Kurushetra ka Sanjay looking into the future.

[@Atheist-Libertarian]

Nice

[@flaminmongrel6955]

This is why I say that BJP has no alternative really and I hate that in a democracy we a have party that believes in welfarism and another party that believes in more welfarism. It is like choosing between two poisons.

[@imonkai5210]

Ridham: Everything is great about India but we won't buy Indian equities. You can buy in enthusiasm and we will sell more.

[@navinchouhan255]

Work on your sound. Very low

[@HariNair108]

Pristine?

[@renuarora5468]

What is deep tech

[@roxymax8917]

AI, biotechnology, quantum computing etc

[@activeoneaudio7792]

Good insights, but Morgan Stanley is way too much in news these days and way too appreciative of the Govt.. Will SBI be privatized ? and MS will hold a major stake in it ? only time will tell.

[@tapk1995]

Lol😂20 KMPH Was the speed of our UPSC babu driven RAILWAY And their Boss Mantriji and his super boss PM. Congrats we r following Swamijis vision Arise - Awake, finally a bit moving

[@rishigupta1738]

👍👍👍

[@saratchandraprayaga6930]

How is it you guys forgot to ask why FII are selling so heavily. Even desai did not touch on this investment angle and how it will effect retail investment when they come to buy.😊😊

[@rishis6212]

He did and very nicely, and looks like you missed it. Were you on instagram in parallel?

[@chhaganlal9548]

He gave 2 reasons for this I understood it. 1. Valuations of Indian market are very high in the world, Us and India are at top. 2. So many domestic investors are coming in equity markets so it’s crowded for buyers. He expects now many companies will raise fresh money and then foreigner will come in.

[@roxymax8917]

Nifty 21 multiple k bare be bataya naa. 50 billions dollars k baat v bola to reach 100 basis point to domestic investors. Bhang pi k video mat dekha karo

[@tapk1995]

That’s the money out of India and May get back to India.

[@tapk1995]

Ridhim was honest. He touches on all aspect that r required to drive growth. It’s up to 1.45 billion going strong to be 1.5 billion to apply equivalent presssure they use to increase population.

[@amartyalive]

Soft message by govt ally adani to deshwasi..... Via Morgan Stanley to assess the temperament of jantajnardan

[@jaiboyjacob3647]

Ridham Desai does n’t address why FIIs are selling. He wants retailers and DIIs to buy so that his Principals can sell. I lost what regard I had form after this interview. He is clearly promoting this coalition Govt for his principals.

[@bgokhale]

Farm laws a 91 moment that’s a big statement.

[@joysondsouza5819]

Hcc is gonna reach 100

[@melwynd]

My fear is corruption will eat all the investments for breakfast

[@raw-bot9251]

Privatising doesn't mean selling only to Adani, too!

[@raw-bot9251]

@hj2711 Whose data?

[@skhustler]

​@hj2711don't believe also taddipar

[@roxymax8917]

Ye channel v Adani ka hi hain, jyada uchal mat

[@pardeeptandon]

Why did the foreigners pull out money from India’s?

[@MyFlabbergast]

Go and ask them!

[@rajx7120]

They were afraid of INDI alliance forming govt. And when Naidu gave assurance, they came back.

[@PS-ej2xn]

This Chrislamist is allowed no rest by his masters. 😅😅

[@pardeeptandon]

@@rajx7120: The fact is that during Manmohan singh era the FII inflow into India increased from 0.7% of our GDP to 1.7% while MODANI has bought it down to 1.47% of our GDP. Please don’t be an Hindutva Hafimed Andh Bhakt. And sop getting your facts from WHATSAPP university.

[@anahita-bn6cy]

Congressis when they hear the term macroeconomics : kya bakwaas kar rahe hai aap🙉

[@mubeen316]

Trickle down economics do not work the way it is propped up to be. Investments do not bring jobs to the people below the poverty line, it requires skilled workers. India needs both investments from the top down and the welfare schemes from bottom up. Arguing that we only need one is just stupid.

[@sanjibtalukdar4604]

Buy NDTV

[@nehaldeb1668]

This video is not meant for Pappu lovers..As they only want 8500 rs in their A/c ..khata khat ..khata khat. And he is also a Modibhakt😅

[@sanjibtalukdar4604]

Political news is bigger than fundamental aspects of company. So, don't go for technical because gentlemen's will give you future projections 😂.

[@lethalviper250]

LOL... Last thing I want to hear is investors, and portfolio managers talking about climate change. Putting climate change as more heat = more rain = more growth. Are you for real Mr. Desai?

[@sanjibtalukdar4604]

Valuation is just a number 😂.

[@Ayushnachore]

One disaster and all these ifs and buts vanishes.

[@harshvardhanagrawal2225]

Does COVID counts?

[@mubeen316]

Few people behind the poverty line? Wtf!

[@highplatform1649]

?? 15% What's your point

[@sanjayshaw8757]

Ridham desai pahle apna assets bech kar paise government ko dan karo phir Gyan de k assets beche .10 saal me government ne kitne assets banaya hai.aur agar assets beche bhi to woh paise pahle poor logo ko de uske baad koi kaam kare.

[@mallutornado]

I really have no idea why these big honchos are gung ho on India. So much poverty and unemployment, everyone who can migrate is leaving… God knows how gdp is claimed to be rising and if it is, who is benefiting. I feel this Sarkar has made it more tough for middle class to survive. The MMS days were way better in every aspect including communal harmony. Maybe so much poor people is exactly what the businessmen want so that they get cheap labour who are vulnerable

[@oprathore8832]

Chamcha

[@illuminati2101]

Closet Sanghi 😂😂😂😂

[@meetumalik6746]

Deshbhakt

[@atishroy23]

Ridham Desai please don't talk like Prashant Kishor. We all know what PM does. And he does shit.

[@supratik]

NDTV trying to pump the Market inviting investment banker of FIIs...classic P & D by cartel...retails gonna be REKT in the end...screenshot this

[@rishis6212]

How else people will know making free money in market is not easy? Retails usually lose money in market, and then call it casino. Everyone loses money sometime, but only retailers cry.

[@vanshajnanda8489]

Adani ka paisa hai, bc lovely toh hoga hi

[@veereshnayak3714]

Biased😂😂

[@subhrajitgupta5535]

Useless guy. "I think there still FEW people behind the poverty line".

[@pardeeptandon]

During Manmohan Singh Decade our SENSEX grew fivefold while Modi could manage only threefold jump. So who did better from a stock market investors prospective?

[@marcos-1210]

During Manmohan era our SENSEX was so small that even with little growth it has multiple effect rather during Modi era our market has become so huge that it has become equal to Honkong Market Eg -> 10 to 20 is 2X but 100 to 150 is 1.5X still this is growth of 50

[@exerjiexerji]

In the first 20 years after Indian independence, the literacy rate of the nation, particularly in enlightened states like Tamil Nadu (under Mr Kamaraj) grew in double digits; later, in Dravidian rule, it slowed down - does it mean the latter wasn't doing well. No. For the simple reason that the starting baseline was so low that there was much to be done. Once it grows, to show incremental progress is as much harder.

[@AKT-oc7ex]

Manmohan Singh inherited a booming economy from Vajpayee which continued for some time in his first term because of good work done by Vajpayee. By the end of his second term the growth had dropped to 5% and inflation had risen to 10%. Even this happened with huge debt to be paid for by Modi Govt. The banking system was in deep distress. Even oil that was imported from Iran on credit because of sanctions had to paid for by Modi Govt. There were mega scams under his watch. He was a disaster as PM.

[@meetumalik6746]

​@@AKT-oc7excongress ko 2004 mai bani bani Khichdi mil Gaye. Wen it comes to its performance congress failed miserably

[@rsborg147]

Ridhambahi does rural farmers become rich by paying them the 2012 crop prices ? Yes PM is inflammation hawk! His team has design the AI lead module to predict the goods prices well in advance so that they can import goods or put export ban on these goods . Unfortunately all majority inflation baskets constituents are agri produces . Other constituents like petroleum are nonelastic and despite crude falling PM inflated it's prices by hiking excise duties. so what he left with is to crub the agri produces prices . please check the market rates for soybean , maze or sugar these of 2012 or 2014 prices . how will farmer come out of poverty? no surprise that there is clear K shape recovery where urban elites like you and me are making money with both hands but rural framers are reeling under stress! That iw also in stock market where luxury cosumption is booming and rural facing stocks earning is stagnant. it is high time people like you speak the truth .

[@dattaganesh1]

Communist nonsense espoused by a typical Congress troll. Share exact data.

[@rajx7120]

Rural farmers will get rich, when sign contracts in advance, and grow what is needed by the consumers. If they all do rat race of growing same crop, then they cause the price to crash.

[@jitendriyarohitas]

Why don't you change your news channel name to...modi bhakti channel.😂

[@spotter_]

Good economist but bhakt written all over this talk.

[@JJ_Vlogs77]

😂

[@seanf7063]

typical bhakt. praises Modi but never acknowledges the good the earlier govt does

[@adityamandal2560]

employee of " khata khatat bank of India 😎" got time to comment . even in busy Schedule, Respect. 🙏

[@DEV-ey8jb]

Who ever talks sense is labelled as a Modi Bhakt.. That’s correct because to understand what the current govt policies are aimed at, requires a thorough knowledge in Macro economics… Those who does not understand macroeconomics will always talk nonsense… RaGa does not even possess the brain to understand macroeconomics hence he talks nonsense and his Bhaktas are utter nonsense … 😂😂😂

[@PS-ej2xn]

Khata Khatiyas need Burnol. 😅

[@rishis6212]

He did, 3 times, looks like you were busy using burnol on your bruised election result ego

[@rkannan8683]

Yes Non Biological Modiyananda govt willsell Gail, Sail, coal India MMTC , HAL, BHEL, BEL, Mimbai port, Cochin port, Visakapatnam port Chennai port to his bestie Adani at a through away price

[@highplatform1649]

What is your solution? Become a communist and nationalist everything?

[@priteshozarkar2910]

bjp favoured guy...............................people have kicked out bjp through votes....incapable modi govt

[@MegaRonnie94]

Will age like Milk. Go touch grass Mr. Desai.

[@siddharth0401]

RS ticket in waiting

[@rohitroll2119]

He's in Morgan Stanley. He can get 100 RS seats if he wanted to

[@arunk7408]

cry more

[@rajsub3884]

​@@arunk7408crying dancing all you can think grow up child

[@MyFlabbergast]

​@@rajsub3884 cribbing is all you can think, why don't you grow up instead of bullying others

[@mem1001953]

Capitalists...what else can they speak about?