Indigo's Early Boarding and No AC Spark Passenger Frustration
What is this with Indigo not putting ac on in flights and boarding like a gazillion hours before departure? Could suffer better in the terminal
Read, Write, Experience: Clarity Through Thoughtful Communication
Read. And write. Clarity comes from understanding and communicating. Statements can be overblown but you can't do everything by winging it. Read. Write, experience. But don't blindly follow. OkEnoughGyanForTheDay ButNoIWillBeOnSoapbox
India Holds $600bn, Should Sell Dollars, Not Seek Swap
India doesn't need a swap line. It has 600bn$ nearly, to sell, if it wants and sadly it doesn't want to. Cad is 50bn to 75bn a year. There is no exit tax. 20% above 10L a year is only...
Datacenter Investments Threatened by Fast‑Obsolete Hardware and AI Hype
The problem with investing in datacenters is the pace at which hardware gets obsolete. You spend the money building space, buy servers, GPUs and what not. And then, your space remains valuable (as is the connectivity) but the servers and...
China Appears to Be Offloading US Treasury Holdings
China's been selling treasuries, it looks like. At least from what the https://t.co/2NINP4wNc9 data seems to be saying. https://t.co/fPbYm8T3Wf
Billions on Roads, yet Traffic Remains Stagnant
BBC's headline if it weren't stupidly biased: The government spent 6 billion pounds on upgrading roads. But where are the cars? https://t.co/yfFl9HEzpJ
Saturday 11am: Anchor Portfolio Deep Dive & Diversification
11 am on Saturday, folks. Our pms has the anchor portfolio presentation and a deeper look at getting a more diversified approach.
Bank Credit Growth Spikes to 16%, Driven by HDFC Merger
Credit growth of banks at 16%. This is a big jump, only higher in 2023 because of the HDFC merger. https://t.co/ODgLcwfXYr
Investing: Markets Don't Return Your Affection, Valuation Matters
"The stocks we buy don't love us back". At the end of our first financial year @CapitalmindMF, I'm interviewed by @imNavneetDubey in a summary of our investing approach, how we approach markets, and our view on valuations: https://t.co/DqSkWotEiV
Respect Factory Workers; Prioritize Safer Practices in India
This is true. The worker in a factory is doing a very respectable job. There is no reason for anyone to think otherwise. I would however recommend better workplace safety practices or safety practices in many jobs involving heavy machines. India...
Fear of Worse Before Better Drives Market Uncertainty
I think personally, that the probabilities are like this: - Trump will TACO by end of day today or tomorrow saying no we like Iran now, so that the blockade is not needed, so that his cronies can benefit from the...
Active Share Reveals How Much Funds Diverge From Index
The difference between an active fund and a passive fund is about how your positions different from the index. Learn about Active share here, a concept that helps you identify how much a fund hugs the index.
Fast Breeders Unlock India's Thorium and U‑238 Potential
Have been reading about this for a while now. India has a specifically important need for Fast Breeders. The control of uranium is with other countries and India has too little - and what it has, the real fissile stuff...
Iran's Conventional Strength Forces Global Trade Reset
I wrote this at the beginning of the war. I don't like to predict things, but it appears that the initial probabilities I'd spoken of have kinda sorta come about. The war will continue, but now there is an attempt...
Celebrating First Year, Targeting 100k Investors with New ED
Super first financial year and Looking forward to you @uptickr Vashistha as ED on the journey to 1 lakh investors (and more)!
RBI Bans Banks From NDFs, Rebooking, Related‑party Forwards
Rbi saw that banks moved their positions to corporates or perhaps related parties and have said: Banks can't offer ndf rupee contracts to anyone If you close a contract from now, no rebooking, even if it's a deliverables contract. Banks can't deal...
Bank Credit Expands Across All Sectors, Growth Steady
Sector credit: Bank credit seems to have done well in nearly all areas, and both Industrial credit and personal loans (incl housing etc) are growing at a decent pace. So is agri and services. https://t.co/bFWysA8pZw
India's Q3 Current Account Deficit Hits $13bn, FY Total $30bn
India's Current Account Deficit for the Oct-Dec 2025 quarter came in at $13bn. This includes the "tariff" quarter now, and it's not that much. For the full 9 months of this FY, it's a $30bn deficit. Source: RBI https://t.co/SZ3Ufjjzfz
FPIs Smash Record with ₹111,000 Cr March Sell
FPIs sell a record 111,000 cr. in March 2026. That's the highest ever in a single month, eclipsing the Oct 2024 94,000 cr. or so then. https://t.co/FOfZQAttkq
Ignore Haters—Anyone Can Learn Anything, Regardless of Pedigree
Haters are everywhere. Just do your thing :) Everything can be learnt. Even rocket science. The idea of pedigree and degree determining what you can do or comment on, is bullshit. Keep it flowing @lifeofpujaa !
Portfolios Hit Harder Than Nifty: Rethink Investing
New podcast: A discussion on how portfolios have been disproportionately battered (compared to the Nifty at least) and what are the ways to think about your investments: https://t.co/3XSKkOGrBV
Borrowing on Track,
Half the annual borrowing in half the year is completely in line with estimates. A crisis may also need additional borrowing, let's see. Rbi will also announce a pay out soon and the balance sheet is way too large, hope...
USD/INR at 94.27 Signals Prolonged Market Turbulence
94.27 on the USDINR. These are going to be rough times, and it's going to take time for flows to come back in
Bank Credit Surges 15% Amid Global Crisis, Recovery Expected
Bank credit growth seems to be back big time, with 15% growth at the end of Feb. While we have a global crisis on, the indicators earlier did see good signs. It could suck for a few months, but I...
India’s REER Shows Rupee Deeply Undervalued, Services Amplify
India's REER (Real Effective Exchange Rate) index is substantially below 100, no matter which currency basket we use. Below 100 means the rupee is undervalued. I have issues with the index (which only uses good trade, not services) - if...
Structured Approach to Understanding and Acting on Iran War
What we know, what we don't know and what we are doing about the Iran War: @CalmInvestor writes at @CapitalmindMF letter on a way to look at the crisis that gives you a structured view of how to act. (read...
America's Reluctance to Enforce Voter ID Requirements
Why is the US so hell bent on not enforcing voter id? Seems so backward to not require proof of citizenship for voting
War Stalls UAE Gold Trade, Pushing Prices Down
Gold and Silver are down in what is a very interesting move in how the war is changing markets. In Gold, UAE is one of the largest importers (#1 in 2024, $105bn) and exporters (#2 in 2024, $78bn) of gold...
India’s Crude Basket Shows Persistent Historical Volatility
Crude has been a rough player in the past too, in India. Our average crude basket, yearly, looks like this : https://t.co/vC7nJ09nnd
Understanding Multi‑Asset Funds: Purpose and Differentiation
Loved to discuss multi asset funds with @Shiprasorout on the concept, what they are intended for and how they differentiate themselves:
Markets Rebound Amid Wild Volatility, More Turbulence Ahead
Recovery day of a sort. Markets up 1%+, Rupee down to 91.87 from 91.22, Crude down to $91 from the crazy 119 levels yesterday and so on. Incredible volatility here. Should expect more, just a sign of the times.
Use Market Drop as Long-Term Investment Opportunity
Blood is on the streets. Sadly, even literally. Portfolios will bleed too, and this time it's a man made disaster. We've seen these before, and we've emerged eventually out of them better, but man made disasters tend to take a little...
FPIs Net Buy 22,000 Cr Equity In
FPIs bought 22,000 cr in equity in Feb. (And uhem, they sold 17K cr. on Monday + Wednesday) https://t.co/bmXFAXJ1aZ
USD/INR Spikes Past 92, Warning of Inflation Surge
Usdinr crossed 92, a very quick move from the 90s. This plus crude will hit inflation in 6.months if it isn't controlled
Markets Down Only 1%—Surprisingly Resilient
Markets aren't too bad this far. Just 1% down on an event like this almost seems like a positive :)
Nifty Falls 0.6% in Feb, Continuing Weak Start Trend
The Nifty does a -0.6% in Feb, maintaining the tradition of bad Jan+Feb in four of the last five years. https://t.co/V0aQo9OYRS
FPIs Add ₹14,000 Cr Equity in February
FPIs have finally started some buying, it looks like - in equity, they've added about 14,000 cr. in Feb this far: https://t.co/6Ag6kWbKnh