India: PSU, FII, Real Estate, Valuations: Great Insights from a Great Mind
Автор: G2GAjay
Загружено: 2024-03-08
Просмотров: 63846
Описание:
Another superb, in-depth analysis of India in HINDI; through simple stories, anecdotes and data from my dear friend Mahesh Nandurkar. He has spent 25 years in the Indian Markets and is among the best minds. We deal with Valuations of Sensex, PSU re-rating, Real Estate cycle and much more.
His report can be downloaded here...
https://www.linkedin.com/posts/jeffer...
00:00 Introduction
02:08 Bubble zone? Valuations of Indian Stock Market
09:56 Domestic Flows : Can this continue?
12:32 Capex Cycle & Manufacturing Boom: Will it last?
24:08 PSU comeback. Can Government Companies go up more?
32:26 Valuations of PSU? Can they re-rate more?
33:45 Real Estate Sector growth and prospects
41:57 Has Indian stock market become less Volatile?
Hi friends, I am Ajay Sharma. I have been an active investor and a serial entrepreneur living in Singapore. I am an alum of IIT (BHU) Varanasi and IIM Ahmedabad. I have worked in some of the leading global corporates and am passionate about startups.
To know more about me, watch - • Who am I? #AjayFY
To connect with me, follow me on my socials -
Instagram - / ajayfy.sharma
LinkedIn - / ajayfy-sharma
Twitter - / ajayfysharma
#ajayfy #bullmarket #psu
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