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
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