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So in both these spaces and Autos, I remember that you made a lot of money in Hero Honda during a boom period, but in Autos you are losing momentum from here also because there is a thing called valuation, it is getting very expensive. Now like I was looking at the price of TVS Motors or Mahindra, it means it has increased a little, I mean the consumption base is quite big, still the penetration of four wheelers, two wheelers, everything is very low.
Now that means the same GST has come and it is 28%, GST is higher and it slightly reduces the convention of interest rate. Sir, hi, now what kind of environment will come in which if you look at the post code, two wheeler demand was very weak in January-February week and give it to you in the last three-four months, so what is this that there is such a big economy, it is joint, you understood that what is this driving game, low presentation is always of India, but when will the money come and now like in housing, it is the highest, I mean It is instant but has the highest demand, so this means good, the second means ideal, like your automotive, it doesn't have that big a bomb, so you don't know how consumers have preferences, lasting for 10-12 years, real estate has come up in a big way now.
If I always do any interview, I do some research before that. Are you buying? It was fun to hear that you are very bullish on real estate and the main reason is big biscuits, they are advertising a lot, I do n't know what my managers are doing, but only fundamentally, it is the largest industry. Now the question is who can execute this scale?
Look here, there is no scale in any company, brother, the country is very big, what do you mean, slowly, it is giant, that means at least 50-60, if the turnover is 10 billion dollars, then it will take some company, so it will become of scale. Now, which one will be formed, we will have to understand it, corporates because, I mean, even a little land action.
A little dealings and a little permissions and a little fraction which is still there in the original management, Devar is no penalty and for me a company is also, I mean problems and in the industry, so is it true that you told some of your investors in a closed meeting that DLF stock is a little more expensive, so what should I do in that, if it seems so real to you, then what should I do, so look at the numbers, there will be a boom in any industry, whatever it is, then its leader is the biggest, if it happens in banking then you will get it from SBI, you cannot get it in cement, so first of all it happens like this, that is why I said nothing else, you can get in or out, sometimes if our calculations are wrong, you make a calculation mistake, real estate is a space, the space related to real estate is doing very well, like now what should I say, cement is doing very well, apart from that, sanitaryware stocks or pipe manufacturing companies are good, everything will move together, everything will move together, see what is the society, debt sustainable boom, see what is there, see global It is not that isolated, this is a part of the world, so the whole of America is in a bit of a bad condition, the interest rate is highest, so the whole of Europe is in a bad condition, so there are fights going on, these two blocks have gone, Russia, sorry, your China, they have created their own problems, they are fighting with everyone, so what do you mean they are doing well, but brother, you should understand that everything is busy outside today, there is peace here, so those two or three to 200 people who were super, the world was going to embrace them, 5% and they will be doing it 78%, 9%, so that thing which is there right now, the benefit of our global, that is also not there, so that one portion where you can make anything, everything outside of America, that is not the case right now, there is a little relief from this, where there is relief where there is domestic demand, and at this moment it is from now on the second largest from ITI But D Industries is very good, this is the best of India and India's story depends on them.
So now the question is that in the public money, your outlook is one to three years, if the outlook is the same for 10 years then it is very good, but how is the outlook for one to three years, that is important, so the answer to this is very because, but yes they are not zero, okay, see, in Sir's office, you have a lot, I mean, there are many everywhere, I have seen, I mean, big bosses have put in place here, so you are inheritedly big in the stock market, thank you, good evening, Sir, absolutely, so let's talk about two-three big actors, apart from that, Sir, who else were you talking about at this time, you had asked me about any odd theme that is coming to your mind, in my presentation, in the last air, some presentation comes, what is our tribute to the Indian economy, so we have to component paste compound feature India means last 75 SB compound means but the story of Pakistan And India became poor, then Pakistan where is India, so that ended on one side and this other from date and from geography, from people, from level of income, semi-autonomous skills, everything from rivers, mountains, everything and today what it is, B.C.
One, you compare with Japan, color, different background, so what is this, this happens in very few countries, it happens in all countries, I think that gradually the opportunity which has opposed 9% in India in the last 25 years is of India World Group, even on 5th August 25 years, India is most likely to earn 9%, so the story that will be made will be made, which is the last 20 years, 25 years in u from one to 10, it is 25% but was de delta nine to 100 again Growth it is what 25% but what is it delta 90 so it is 10x move so India has a 10x momentum, we have there was last air bubble regarding new ome stocks up by 80% this year you said there is opportunity and this year if you look at Zomato TV Finch Paytm Delivery there is no such stock what happens in it like and this is your Amazon this or that then after that in Y2 there was a complete collapse means it seems it will be a band and give you what the weak trailer of the company so means internet's rich maybe more matches such light up is something meaning nothing Now that there is no profit for growth first, there has been a lot of T, now let's say right now there that all that is very strong for Insta Blan is also in these I also order a little, I am learning to order, so I have not gone for that yet
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