Ajay Sharma (@g2gajaysharma) 's Twitter Profile
Ajay Sharma

@g2gajaysharma

Wealth With Wisdom -
Investor - Startup Founder - Hedge Fund Manager -
PRESIDENT: EDELWEISS, IIM Ahmedabad, IIT Varanasi

ID: 1584853473551474688

linkhttps://www.youtube.com/@G2GAjaySharma calendar_today25-10-2022 10:25:11

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Why could China not compete in petrol motorcycles? Cars, 2W, Tractors, Trucks: where to invest? La Nina Weather pattern for rural demand? Deep-dive into the AUTO sector of India with Raghu youtube.com/watch?v=npmEGn…

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Trust, Transparency and Track Record : Pillars of Private Credit Markets. A masterclass from Amit Agarwal Edelweiss Group Where to invest for steady returns? Growth vs Stability? Types of Credit opportunities in India? youtube.com/watch?v=fUs9zf…

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Rural Demand and Recovery? What's driving labour markets? Importance of Road and Power infrastructure in growth. A superb in-depth discussion with a Farmer & Economist Gautam Singh youtu.be/m1beFrCFAFw

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GRIT gets you to the top GRATITUDE keeps you there A few lines in Memory of My Father, Mr. Ratan Sharma. An inspiring soul, tirelessly hardworking, He taught us resilience, kindness, and the value of integrity. In our hearts, his wisdom lives on... youtube.com/watch?v=Ni2Lk9…

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Masterclass in Indian Manufacturing, Teamwork & Entrepreneurship from Xpertpack; making a dent in the multi-material packaging sector and high-end machine manufacturing ; multi-decade opportunities for growth and job creation youtube.com/watch?v=oF7998… #sensex #startupindia

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Is Indian market in late cycle? Economy & Consumption slowing ? Signs of Peaking? Impact of Trade wars? Superb insights on burning issues, economy, key indicators to watch for; from Prateek Parekh, a strategist and student of market cycles youtube.com/watch?v=9bZsMi… #sensex #G2G

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In stock markets & our lives, we all face steep trails of self-doubt & hardship & the unpredictable weather of fate. Brendan Madden, a teacher who scaled five peaks including Everest, shares how grit, preparation & luck help us climb our own mountains youtube.com/watch?v=V19cXs…

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McD, Starbucks, Chipotle—why not an Indian dish on global stage? 🍛🔥 Biryani or Butter Chicken, anyone? How do you standardize, decentralize, source, and scale to build an Indian QSR giant? Vishal Jindal on the blueprint of taking Indian flavors global ! youtube.com/watch?v=VrP0_T…

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Afrer the highly popular 1st podcast, here is the 2nd one with the insightful Philosopher Economist, Kapil Gupta; pressing issues facing India, market fall, demand slowdown, Trump’s policies and tariffs, and steps to address these issues youtu.be/lYnqCOyH0ZM?si… #sensex #india

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Following the highly popular first podcast, here is the second conversation with the Philosopher Economist, Kapil Gupta; pressing issues facing India, market fall, demand slowdown, implications of Trump’s policies and tariffs, and actionable steps youtube.com/watch?v=lYnqCO…

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Imagine meeting a Nobel Laureate as a 7 year old, growing-up and build a recession-proof, unconventional business ! Manish Gupta (Indegene) fills our chat with anecdotes, laughter, moments of reflection & he will tell you what happened when Lux met Liril ! youtube.com/watch?v=YkDomI…

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Economic Slowdown and Market Volatility due to Trump uncertainty; yet Fiscal, Monetary, and Regulatory Tightening !! Analysis of the current situation, its origins, and potential solutions, by my dear friend @NeelkanthMishra, a brilliant thought leader youtube.com/watch?v=jPiaR9…

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IT Services : GREAT to GOOD next 10 yrs? Which box below? 7, 8? Box 1: Revenues and Wages up (last 30 yrs) Box 4: Revenues up, wages Flat ? AI led? Great for Stocks, bad for economy $250bn , 5m jobs and $120bn wages; $500bn multipier effect on $3.5trn GDP youtube.com/watch?v=cAuwVv…

IT Services : GREAT to GOOD next 10 yrs? Which box below? 7, 8?
Box 1: Revenues and Wages up (last 30 yrs)
Box 4: Revenues up, wages Flat ? AI led? Great for Stocks, bad for economy
$250bn , 5m jobs and $120bn wages; $500bn multipier effect on $3.5trn GDP

youtube.com/watch?v=cAuwVv…
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What happened when washing machines tariffs went up to 50% in 2018? New factories in USA? New jobs? Trade policy is no longer local—it’s a global chess game. What does it mean for India? Good to Great , or Great to Good? Has China Won? youtube.com/watch?v=bqjrtd… #TariffWar #sensex

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Heads I Win, Tails I survive! Dealing with the Tariff driven volatility. How does India compete in the New World Order? How does Chinese Businessman think : ROCE or Marginal Cost? New Alliances and New Empires? Conversation with Anuj Singhal अनुज सिंघल CNBC-AWAAZ youtube.com/watch?v=luT0XJ…

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The market bottom isn’t a date—it’s a pattern. What are the signs? Prateek Parekh cuts through the noise, offering razor-sharp insights on navigating trade wars, dollar fluctuations, bond yield dynamics, and India’s position in this battleground. youtube.com/watch?v=ZnBHbV…

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China +1 opportunity for Indian CDMO companies? Trump Tariffs on Pharma ? American Bio secure Act & its implications? Secular growth or cyclical? Will premium valuations sustain? In-depth analysis by Abdul Kadir Puranwala youtube.com/watch?v=_Y7i6D… #tradewar #tariffs #StockMarket

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SCIENCE, GRIT & GLORY : Conversation with Kiran Mazumdar-Shaw; a masterclass in Bio-pharma. I’ve known Kiran for 25+ years, her journey from a garage lab to global legacy will ignite you to THINK BIG, DISRUPT FEARLESSLY, AND NEVER GIVE UP youtube.com/watch?v=p-IWnh… #sensex #biotech #india