Amrit Anand

7.2K posts

Amrit Anand

Amrit Anand

@AMR1T1

Analyst, Hedge Fund|| Equities, Macros, & Dharma || Manufactured in IIT, packaged in IIM

Singapore Katılım Eylül 2025
345 Takip Edilen418 Takipçiler
Amrit Anand
Amrit Anand@AMR1T1·
@YashVrdn Paki isolation worked very well for 2016-23 time. Turkey& China were major allies. Yes but that should never be a foreign policy goal
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Yash Vardhan
Yash Vardhan@YashVrdn·
@AMR1T1 Stop this charade of trying to globally isolate Porkis. Put your head down and focus on hard power and economics for next 30 years. Everything else is downstream of that.
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Amrit Anand
Amrit Anand@AMR1T1·
Was about giving rez*
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Amrit Anand
Amrit Anand@AMR1T1·
@predictthefuck @KeshavDamani4 Tbh, he was a staunch NK bhakt earlier and a good friend but there was a wedge and his consideration of post NK future. Used to be a relative once & was fiercely loyal to NK then.
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Amrit Anand
Amrit Anand@AMR1T1·
Giving the credit of TN poverty alleviation to caste reservation is insincere to efforts of people who have contributed to Social Justice. Kamraj mid day meal scheme did more to alleviate poverty than any rez in TN. The intellectual base is retarded. (2/2)
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Romesh Bhandari Paglu
Romesh Bhandari Paglu@ParrotBeaker·
TMC faces a hard demographic wall at 46% and Bjp starts at 75-80 seats automatically at comparatively lower margins than TMC - This is 2026 WB vidhan sabha election
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Amrit Anand
Amrit Anand@AMR1T1·
@ScionOfScythia So shifting savings from households to businesses? No definitely a retarded move if that was the thought process but that wasn't.
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Amrit Anand
Amrit Anand@AMR1T1·
So build & build madly & you can never go wrong.
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Amrit Anand
Amrit Anand@AMR1T1·
This is how chinese build with no RoE & RoCE concerns. Copper treatment & refining charges brought to 0 cents by building huge smelter overcapacity. Similarly, alumina mkt had tightened in 24 with price 5400 rmb & today prices are below 2700 rmb & costs are 2686 rmb.
Amrit Anand@AMR1T1

Basically too many smelters competing for concentrate, infact Chilean miner & chinese fixed the benchmark at 0 cents. To get alpha study miners, smelters with high inventory, integrated players, long term supply contracts & downstream players.

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Amrit Anand
Amrit Anand@AMR1T1·
Basically too many smelters competing for concentrate, infact Chilean miner & chinese fixed the benchmark at 0 cents. To get alpha study miners, smelters with high inventory, integrated players, long term supply contracts & downstream players.
Amrit Anand tweet media
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Amrit Anand
Amrit Anand@AMR1T1·
Copper is quite interesting. The mining has lagged & supply deficit can reach 30% by 2035. Lack of anticipation of demand & delay in bringing mining capacity being major reason. However, smelter capacity from China has risen massively collapsing their spreads. (1/2)
Amrit Anand tweet mediaAmrit Anand tweet media
kumar saurabh@suru27

Copper demand is rising fast, but supply can’t keep up. The world may need as much copper in the next 18 years as it mined in all of history. Source: AIA Engineering Concall

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Amrit Anand
Amrit Anand@AMR1T1·
@smashru197 Entire bureaucracy headed by Pandian who created an efficient system for 4 districts but that was it. Most orissa didn't have basics of road, schools, hospitals etc.
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@smashru197·
@AMR1T1 They can’t do much in this term. System resistance
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@smashru197·
Don’t know who is saying it’s a golden age but few of his notable contribution is disaster management, paying salary to govt officials in time. Prior to him it was three months or so. He standardised few basic things. Just didn’t industrialise much.
Amrit Anand@AMR1T1

@smashru197 But why do odisha people rate patnaik rule as the golden age ?

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Amrit Anand
Amrit Anand@AMR1T1·
@malani4u @ashwinidamani The first govt to have a comprehensive population tackling plan, halving the height of the biggest landfill & massive electrification budget are all manipulations. When rant lacks substance.
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Ashish Malani
Ashish Malani@malani4u·
@ashwinidamani With such a hopeless Delhi CM, hopes are little. The best they can do is manipulate data, manipulate people, just like sprinkling water over AQI equipment to reduce air pollution. Probably the worst BJP state CM and govt.
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Ashwini Damani
Ashwini Damani@ashwinidamani·
Modi became PM in 2014, but since 2013 Kejriwal was Delhi CM. so essentially centre and state were not aligned. Now that BJP is both at centre and state, there can be massive revamp of Urban Infra in Delhi.
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Utkarsh Singh
Utkarsh Singh@Libertypical·
The undisputed king of social justice politics, apparently better at it than those who invented it.
Utkarsh Singh tweet media
ANI_HindiNews@AHindinews

#WATCH | पटना: बिहार के मुख्यमंत्री सम्राट चौधरी के पिता शकुनी चौधरी ने कहा, "कभी-कभी ईश्वर की कृपा होती है। हमने पूरी लड़ाई लड़ी लेकिन सफलता नहीं मिली। आज अमित शाह, नरेंद्र मोदी और नीतीश कुमार की कृपा से ये पद मिला है..."

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ಎर
ಎर@alvakheda·
UC Bhsds retweeting Pappu Bhsds tweet on delimitation 🤡🤣
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Amrit Anand
Amrit Anand@AMR1T1·
@smashru197 Sad thing is current BJP govt isn't doing much , allocation for capex increased but execution is weak. Housing & basic infra in North, south & west have improved but industrialisation has lagged.
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