Hello, I’m Krishna and welcome to Who said what?—the show where I dive into interesting comments from notable figures across the world, whether in finance or the broader business world, and explore the stories behind them.
This is fantastic insight, loved it. One quick question - why should gold be removed from CAD? while people use it as a saving, money has still gone out of India to buy it, hence should still be considered right?
You missed a couple of international IT service companies investors can use. They are very Indian though. And then there is the Tata group, Jaguar, Land Rover
China has truly global consumer brands now - BYD, Xiaomi, Tiktok. India will never have those as by nature we never think in 50 year time periods. Short term thinking can never produce global brands.
NIM Will Contract Further no doubt about it very well explained.
This is fantastic insight, loved it. One quick question - why should gold be removed from CAD? while people use it as a saving, money has still gone out of India to buy it, hence should still be considered right?
This is truly insightful.
Glad you liked it Parteek :)
You missed a couple of international IT service companies investors can use. They are very Indian though. And then there is the Tata group, Jaguar, Land Rover
China has truly global consumer brands now - BYD, Xiaomi, Tiktok. India will never have those as by nature we never think in 50 year time periods. Short term thinking can never produce global brands.
Can someone explain how does it balances the payment (what Deepak said)? Apologies if I was not able to understand...
Appreciate your writing!