
teerandaaj
9.6K posts

teerandaaj
@arrowsofwords
shreyansh Jain. Powered by risk. Maverick in previous life,Domesticated in this one. Art architecture and civilisation and nature!!











Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.



Toyota CEO on Chinese competition: "Unless things change, we will not survive. I want everyone to acknowledge this sense of crisis." Honda CEO on Chinese competition after recently visiting the country: "We have no chance against this." motor1.com/news/792130/ho…

































