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It's been a year. Now there are 4 more years left. What special should this government do in the next 4 years in terms of economy and market ? It is a complex matter. I mean, brother, I understand from an economic perspective that I think it is a greatest opportunity to push the growth not too much.
I am not talking about 910. Okay, make the seven into eight. Meaning 8 is enough. Even eight 8s is too many. Every half is massive. When you pay tax, see what happens, the government is run by tax, it is correct, but tax based at 6 and a half is to the extent of your 7%. You will get 20% extra tax. If the tax increases by 1%, your tax will increase significantly and as soon as the tax increases significantly, government expenditure will start increasing significantly.
We mean in infrastructure, there can be a huge boom. So, pushing that growth, we will shoot for aspirational growth a little bit. That is why. This time, see what the Governor said in his statement, we will shoot for aspirational growth. That word is perfect, aspirational growth. Now, no one can measure that aspirational growth, but it means they want higher growth, higher growth than 7%.
That is what I am saying. Exactly, earlier, many times it used to happen that the Governor felt ashamed to say growth. It is not my job, I have to control inflation. But this is the Governor who is moving towards aspirational growth. So, whatever has to be done to increase growth, now let us look at it from the market perspective.
Sir, is there any negative left in the market that right now everyone is seeing everything good, brother, I mean we are talking about our India, outside, so the problems are there but in India you see that there is something which should be feared, one should be feared, yes now see, there is a risk market in the market, anything can happen, it is not like that, you should always be unknown, so anything can happen, yes what is called unknown risk, which we do not know brother, the earnings are high, valuation, oh brother you know that the valuation is high, if you go and buy there, you will definitely die.
So what is it, I don't call it a risk. If you buy something at a high price and its price falls, I do not call it a risk. What is Risk C called? Diversification is the only free gift in the stock market. We keep your portfolio diversified. You ca n't even drown. We are correct. Diversification will save you.
If you have to see 101% or 20% correction in your diversified portfolio, that too correction after rise, what happens after the rise, right now the corrected market is correcting again, then it is a problem, so I do not think that the current earnings environment, the interest rate environment is causing much problem.
This is the opportunity for you to earn 12 13% 14% ah compounded in the market for 5 years. Well what's the second one? There will be some tail wind in the meantime. What is a tail wind? He never comes after giving notice. We mean in this the price of oil fell by $15. Suddenly you know about such things which you have seen a lot of geopolitical tension economically.
It seemed that both the attacks were over. Then I should move on the path of world peace. There is no one like that. Mr. Trump is trying to find a way to stop the war on both sides. So we have forgotten means the fights have been going on for two-three years. How long have we gone, I mean how long will we fight, the entire environment will be such that we just do defence production.
Everyone has formed NATO, India, China, America, which means all the defence factories are running at full speed. What kind of atmosphere will this be all of a sudden? You should learn from us. We ended the fight within two-three days. The work was also completed. And I have been trying for two years and there are no results.
So I think this environment means well what else is that India has remained a very islanded you know kind of a center of peace type. You see everything is fine here. This Pakistani thing was very forceful and unnecessary. But otherwise, that happened to show that there is too much of peace in India.
Hum Let 's Disturb It Little Bit. This is your chance. But another thing in this is that whatever happened, it is not in anyone's hands. But after this, whatever India has shown, another power has been established. We have converted the adversity into opportunity to prove what we are building up, this thing we will not cross the LOC and yet you give jobs.
So that is what I am saying, not that the biggest thing is the rise of India as a formidable power. One meaning is that reputation is created for everything. We build brand equity in the global economy. So I think this is a very opportunity time to convert to push the growth which what RBI has also done so now it will go to 8%, 8.5% and how much earnings will come in it?
I am telling you to buy this and sit quietly. So you are a little worried that consumption may increase a little. Yes. Ok? That might bring some growth back. Taxes should be reduced a bit. Right? This is what you want. Now look, our understanding is limited. One means Mainami means it is a very complex subject.
Sir, it is not ours. Ours and Yours Limited is not ours at all. No, but what is it, as we have seen, the tax collection is very good, so now the time is coming that you should give one to the consumer







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