• The next 20 years in India look - E 35

  • Feb 4 2024
  • Length: 35 mins
  • Podcast

The next 20 years in India look - E 35

  • Summary

  • On this episode we cover:

    - How to quickly summarize the interim budget 2024
    - Whether interest rates will go up
    - Vignesh's question on probability of equity markets outperforming inflation
    - Pattu's answer - no idea!
    - Indian stock market still in it's early days vs US which began in 1870
    - Analysis of absolute returns and rolling returns on the S&P 500, so it's not rosy there either!
    - We analyse the Indian stock markets
    - What is the guarantee bad times will not come - no Guarantee!
    - Pattu's detailed study on Japan
    - How household consumption is a good indicator
    - The potential in India for the next 20-40 years
    - India's biggest asset
    - The two challenges facing India
    - How stock market growth comes at the cost of the environment!
    - Does investing philosophy change for places that have flat growth?
    - Emotional intelligence
    - Information diet and how important it is

    Link to slides/graphs mentioned in the episode:
    https://drive.google.com/file/d/1EFccB66MHAUEWj2mP7AvvsR54IBQaAEr/view?usp=sharing

    See omnystudio.com/listener for privacy information.

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