저자: VijayKedia · 외국인
요약 보기
인도와 중국의 경제 규모 비교는 무의미하다고 주장. 인도 GDP 약 4조달러 vs 중국 약 20조달러, 교육 지출도 큰 격차. 중국은 전기차·태양광·배터리 등에서 가격 경쟁력이 압도적이라 해당 섹터 투자는 피하고, 정부 정책 중심의 내수 테마(인프라·철도·방산, 관광 등)에 집중하라고 제언. 본인은 항공사 주식을 보유 중.
다듬은 글
Manish ji said that the economy there is so big that it might overwhelm us. As an investor, what is your personal opinion on China vs India? My personal opinion is that we should not compare ourselves with China. I don't know why we compare ourselves with China. We have a $4 trillion economy, they have a $20 trillion economy and there is a lot of data.
If you search it properly, you will realize yourself. Let me give you an example, like our education spending is $12 billion and China spends $800 billion annually on education. So, if you understand it in any way, there is no comparison between China and us. Like he talked about vehicles, people all over the world only know the name of BYDOE.
As BYDP ji was saying, this time China will export 60 lakh electric vehicles and its average cost is Rs 18,000 and the same vehicle is manufactured in Europe for $0,000. Inside, this talk of Trump has also come that I should not go into solar, I should not go into other energy, I should not go into electric and for this, today you see all the reserves of the world, whatever raw material, whatever futuristic technology, be it solar or your electric coil, lithium iron battery which they talk about, even green hydrogen, the raw material of all these, India is also dependent on China for promoting all these things, so if seen in reality, there is no comparison with them, but KDA sir, the problem is that when we invest in the market, we do not have any option, now we have to invest in the Indian market, big giants like you also invest in China, here as I asked Mani, which are those sectors where you do not pay any attention at all, where you know that China 's competitive edge is so high that it is difficult to find multibaggers in them or earn annual returns of 15-20 in them, which are the good sectors, which are those which you do not look at at all where this There is no problem where there is competition from China, if you understand that someone is exporting, for example, there are many places where three-wheelers are exported, so today coincidentally I was talking to someone in Africa, he wanted a three-wheeler, he wanted an electric three-wheeler, he was asking me at what rate it would normally cost, I told him it would be around 000, he said I am getting it from China for 3000 dollars, so I said there was nothing left to talk about, he said you should buy it from China only, what can I do in this, so where there is China, you will not be able to buy it for any reason, whether the state gives it subsidy, the labor cost is low there, or the raw material is their own, where we do not need to compete with China, so the second thing is better that the domestic theory, the theme, domestic theme, for example, right now in the budget, more focus should be given where the government is focused, the investor should focus there.
It should be done, like in the last four-five years, the government's focus was on infrastructure, there was focus on railways and defence, so all these shares multiplied, similarly, now the government is talking about tourism, for example, it seems that something should come in the tourism shares, all the tourism of the whole world is included in India, whether you want beaches, deserts, snow, or old palaces, everything is there in India, only there is lack of infrastructure here, there is mere tourism, which may be a rising sector, you have bought any tourism shares, I had bought shares of an airline company two years ago, I have bought shares of the airline company, I am holding that, if I get a chance, I can increase it further, so in our country, there is only one airline in which we all travel and it is listed, so what is the need to take its name, you must know everything, Dhirendra [Sangeet]
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