Friday, December 5, 2014

Interview with Rakesh Jhunjhunwala - CNBC TV18 turns 15 Investor Summit


This is a must watch video for all market enthusiasts

1 - 40 mins 
Discussion with RJ

RJ talks about the next 10-15 years outlook. The big bull is bullish than ever. He feels due to the crude price crash, inflation will come down drastically




41 - 90 mins
The FII Panel

Ridham Desai (Morgan Stanley India)

Abhay Laijawala (‎Deutsche Asset Management)
Neelkanth Mishra (Credit Suisse)
Ratnesh Kumar  (Standard Chartered)

The gentlemen Ridam, Abhay and Ratnesh are bullish on the earnings. Neelkanth feels earnings will not spurt but the PE rerating will happen. Most of the views were bullish with corrections on the way



91 - 130 mins
Vallabh Bhansali



He emphasized the man / woman behind the enterprise and that it mattered the most. He said most of the major changes are bought about by startups (RIL, Infy, Sun Pharma, Bharathi, Kishore Biyani in their earlier avatars). He spoke about the importance of 2% CSR.

131 - 190 mins
Market Masters with Ramdeo Agarwal, Manish Chokhani, Madhu Kela and Ramesh Damani

The gentlemen spoke about their investments being the best, worst and ugliest. Watching this video will be a great learning experience

191 - 200 mins
Interview with Raghuram Rajan RBI Governor 

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