Gowtham Pugazhendi

@venkat_fin9 Absolutely, high time we need a system which delivers a real output.

India has: Swachh Bharat Cess. Education Cess. Infrastructure Cess. Health Cess. Roads are filthy. Schools are crumbling. Infrastructure is broken. Healthcare is a nightmare. But the CESS collection? Spotless. Wow.

Hard to tell what’s closer, AI taking our jobs or WW3 taking everything. #AI #WW3 #Doomscrolling #DarkHumor

@gemsofbabus_ The total budget is different for each state, so if we calculate the actual amount the ranking might be different.

🚨 Gujarat and Uttar Pradesh are miles ahead when it comes to prioritising capex over freebies. 👏

🚨 Chennai Korattur Temple Land Scam Alert! 🚨 Builders sold 2,000+ flats (₹2,500 Cr fraud) on HR&CE temple land and registration halted, banks valuing at ₹0! 10K families duped since 2014. Middle-class savings wiped out overnight. How should govt respond? #KoratturScam #TempleLandFraud

x.com/GP_M21/status/… #DefenseStocks #IndianMarkets #PSUStocks

@InvestorOfJAMMU What's your thoughts on IEX and ITC?

Will answer every Query today. Do you have any question?? Comment👇

Govt selling 3% stake in #BHEL right after it finally started showing good profits feels less about the company and more about plugging fiscal gaps and funding infra/defence spends. To me it looks like they’re booking gains in a strong PSU rather than supporting its long-term growth directly. What do you think about this move? Smart timing or short-termist.

@DealsDhamaka A good opposition is equally important in keeping the country on the right track.

For a few years, I believed opposition was truly dead in India There was no one to voice common man concerns Raghav Chadha has been fabulous on key topics we all are worked - Food Adulteration, High personal taxes and LTCG, real estate documents digitisation etc. Shashi Tharoor speaks about the rising Home prices Supriya Sule consistently raising issues around inflation, MSP delays, farmer distress, and fuel prices Woww … I am liking these discussions in the parliament. They seem to be more data driven than emotions.

@chiragjp2602 @venkat_fin9 I am not talking fully about the train. As you said we have a lot of problems which need to be fixed at the basic level and increase their standards.

@GP_M21 @venkat_fin9 How do you fix it..increase no of trains....there is train every 2 mins...but u still see the crowd...there is lack of alternative road infrastructure connecting far suburbs to Mumbai

Those politicians who keep barking about Bullet Trains, fold up your senseless vanity projects and put them away. You can’t even provide basic, safe, reliable trains, yet you scream about high-speed dreams. Fix the fundamentals first. This isn’t vision. It’s incompetence wrapped in noise.

@Akshat_World Whether tariffs or GST, govt pockets the cash like a pro.

This is like saying: the shopkeeper doesn't pay the GST. It is the customer that pays the GST. Well, that's true on paper. But, not in practicality. And, there are nuances to this. When GST in increased: the seller has to adjust the prices. Else, he will sell less. This in Economics is called incidence of tax. Here is the definition:"Tax incidence refers to the actual, economic burden of a tax, which often differs from the legal entity responsible for paying it. This tax burden gets shared between seller and buyer. " In US tariff's case: the tariff burden will be shared by the exporter (who will have to lower its price to keep the product competitive; an Indian firm) and the US customer.

@InvestorOfJAMMU True. You might not get great returns from a bad mutual fund, but at least you won’t lose your money.

Accumulation of units in Mutual funds should never stop. This is the guarntee of your after retirement life.

Hype crashed harder than my Friday night plans. Heard 'keep paying rent happily' loud and clear. 💻😂 #Budget2026 #UnionBudget2026 #IncomeTax

@dmuthuk Well said. This move really helps industries to gain more market share

As I've said repeatedly, for the last 2 years, I don't see anything through the lens as supporter or opposer of state or central government, supporter or opposer of BJP or DMK and so on. I've become objective. Equally I've almost stopped sharing any political views in public domain. I see many criticism on my timeline regarding EU FTA deal from those who don't like BJP. It's your choice to either support or oppose BJP. I don't care a damn. But this deal is a master stroke by Indian government. Europe market size is equal or more than US. Europe could never come close to India because of our friendship with Russia, which is non negotiatable. Now Europe has accepted India to have a separate relationship with Russia. I don't know whether you noticed. Even arms imported from Russia was part of Republic Day parade where European Union heads were official guests. I think Europe is learning to live with this paradox. Almost zero tariff from now on (once agreement is formalised) may be for 97% to 99% of our exports to entire Europe. This make our exporters phenomenally competitive in one of the largest market of the world. Not reacting to Trump and maintaining patience has been hugely rewarding. In key sectors like electronics and pharma, tariffs is still exempt in US. The silicon valley heads are completely ignoring Trump's advice not to outsource to India. GCCs are expanding at fast pace. Our electronics exports to US is at all time high. There is a strong probability that Supreme Court of US may announce tariffs as illegal. Seeing India's firm and non confrontational stand, India's ability to sign deals with many countries especially what is called as 'mother of all deals' by European Union, unlike China or Russia- every country wanting to work with India- has rattled US. US has started feeling isolated and India is a too large a market to ignore. US and China hates each other. US has no option but to maintain good relationship with India to balance this. Government's strategic patience and non confrontation have started yielding huge benefits. I wouldn't be surprised if some time this year a favourable trade deal is signed with US. What looked as extremely adverse situation last year is now turning favourable. Definitely credit goes to Modi, Jaishankar and the entire trade negotiation team. Well done.

India-EU FTA slashes car import duties to 40%! European luxury rides get cheaper, pressuring Tata/Mahindra in premiums but boosting component exports & tech transfers. What do you think will happen to Indian autos? 🚗🇮🇳🇪🇺📈 #IndiaEUFTA #AutoTariffs #TataMotors #EVIndia #TradeDeal

Do you think these companies will have benefits after EU FTA. What do you think about it? #IndiaEUFTA #IndianExports #EUIndia

@dmuthuk In an era of high geopolitical uncertainty where even a single tariff headline from President Trump can jolt global and Indian markets, do you think investors should rethink their allocations instead of chasing the ‘hot’ stories?

"People ask me how I pick stocks. I tell them I look for companies that are growing earnings at a good rate, have strong balance sheets, and are selling at reasonable valuations. I prefer companies that are boring or overlooked. The exciting, hot stocks are usually overpriced. The best opportunities are in the companies that Wall Street has ignored. Small caps, turnarounds, or companies in out-of-favor industries. That’s where the tenbaggers hide. You just have to be willing to dig for them." - Peter Lynch