K.P.Nagarajan

86.5K posts

K.P.Nagarajan

K.P.Nagarajan

@UnagK

Market Observer & Analyst.

Gurgaon Katılım Ocak 2014
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K.P.Nagarajan
K.P.Nagarajan@UnagK·
He was just a Chief Minister, they could not ruffle him and contain him let alone finish him. Now he is a Prime Minister and a third term at that. Knifes will be out and these Wolves will be silenced..
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K.P.Nagarajan
K.P.Nagarajan@UnagK·
In case of @arivalayam win or even a Vijay win, Tamil Nadu will have one of the most unstable era for a while and I see the end of @mkstalin dynasty Politics and @Udhaystalin surviving few quarters as in market parlance
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FalconUpdatesHQ
FalconUpdatesHQ@FalconUpdatesHQ·
WATCH: Mohammad Arif was arrested for allegedly pelting stones at the Jammu Tawi–Kolkata Express in Bihar’s Gaya Ji. RPF identified and arrested him within 8 hours. He has been sent to judicial custody. What punishment should such people face?
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K.P.Nagarajan
K.P.Nagarajan@UnagK·
@steve_hanke Steve, can there be even a comparison. remove Ukraine, Iran war from the history and India was at cruise altitude. Post Covid India has grown responsibly a first shock and now another shock. We may be delayed but not denied.
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Steve Hanke
Steve Hanke@steve_hanke·
#PakWatch🇵🇰: Pakistan lives by passing the begging bowl. That’s one of many reasons why its growth lags WAY BEHIND its neighbor India. FREE IMRAN KHAN.
Steve Hanke tweet media
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K.P.Nagarajan
K.P.Nagarajan@UnagK·
@MinhazMerchant x.com/UnagK/status/1… It is a short bump in our history we can ride over it, post Nov 2026 world will be completely different where middle powers like India, Russia, Japan wield real power
K.P.Nagarajan tweet media
K.P.Nagarajan@UnagK

@ntdmagic @narendramodi @RBI What Modi Govt had to spend on Crude Vs UPA,still Macro economists crying hoarse. GST revenues rebounding,NCLAT Cases fast tracked, RERA compliant real estate biz.. Next Govt will reap what was sown during 2014-2018. Next 5-6 years growth would be 8 % /Year. Golden era begins🍺

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Minhaz Merchant
Minhaz Merchant@MinhazMerchant·
Indians displaying glee at oil price spike impacting India shows that the number of Mir Jafars per sq foot in India has multiplied
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bhupendra chaubey
bhupendra chaubey@bhupendrachaube·
Elections #DoneAndDusted So now get ready for the real impact. And that has nothing to do with who you voted for or who didn’t. Price of 19KG commercial LPG cylinder hiked by 993 Rs. Trust me, this is just the starting point. Brace yourselves up for real jolts ahead. #PriceHike
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K.P.Nagarajan
K.P.Nagarajan@UnagK·
@ThamizhTharmar I choose to eat fully respecting the vegetarians food preference when in their company. Agree Non Veg eaters far more progressive less evangelical
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bhatnaturally  🇮🇳
bhatnaturally  🇮🇳@bhatnaturally·
How a state full of Hindu spirituality is also home for Dravidoids, cinema crazies, TASMAC addicts and conversion-obsessed evangelicals is a puzzle
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K.P.Nagarajan
K.P.Nagarajan@UnagK·
@Pivot2Centre All are good in India no body gives damn about you and how you speak. You engage with them and they engage with you back. It is not racial like US
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Niks
Niks@Pivot2Centre·
If I want to retire in India and want this, where should I end up? 1. Coastal city because pollution will be low 2. No danger of language warriors - I don’t intend to get into anyone’s way 3. Decent infra 4. At least 2 good hospital within 20-30kms 5. Airport within 2-3hr drive; railways station a major plus I can think of these: 1. Vizag 2. North Goa (Ponda, Mapusa) 3. Bhubaneswar (not coastal but you get the drift) 4. Udupi 5. Mangalore What else?
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K.P.Nagarajan
K.P.Nagarajan@UnagK·
@RShivshankar India and Australia at WACA play by the rules Rahul. Don't over simplify here. Mamata was brutal as administrator which many in media like you have given her free pass
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Rahul Shivshankar
Rahul Shivshankar@RShivshankar·
Disagree with her politics, opinions, or work style if you will but CM Mamata Banerjee is arguably the only opposition leader who matches PM Modi in COMMITMENT, RESILIENCE AND STAMINA. BJP VS TMC IN POLITICAL EDEN BENGAL is like INDIA VS AUSTRALIA AT THE WACA.
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K.P.Nagarajan
K.P.Nagarajan@UnagK·
@aeberman12 Whole world is watching from sidelines waiting for its moment and that includes your so called allies
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Art Berman
Art Berman@aeberman12·
Trump’s “Maritime Freedom Construct” is a joke. After helping create the Hormuz crisis & alienating every ally, he now realizes he’s boxed in. This sudden push for “coalition building” isn’t strategy It’s cover, a setup to blame everyone else when they don’t sign on to a bad idea. #Hormuz #OilMarkets #Geopolitics #EnergyCrisis #Strategy @academic_la
Art Berman tweet media
Shaiel Ben-Ephraim@academic_la

The Wall Street Journal reported on an internal State Department cable sent to U.S. embassies instructing American diplomats to press foreign governments into joining a new coalition called the "Maritime Freedom Construct." The cable shows that the U.S. has no strategy to end the Hormuz crisis, and is now begging allies it publicly humiliated to bail it out: 1) The "Maritime Freedom Construct" is not a strategy. It's an admission that there isn't one. Two months into a war it started, the administration is circulating cables to embassies asking other countries to please join a coalition to reopen a strait the U.S. helped close. The name sounds impressive. The substance is a request for help. 2) The U.S. systematically burned every bridge it now needs to cross. Especially with the Greenland debacle. Trump told NATO allies to handle the strait themselves. He called NATO a "paper tiger." He told the U.K. to "build up some delayed courage" and "just TAKE IT." He posted "Go get your own oil!" Now, five weeks later, the State Department is asking those same countries to sign up as "diplomatic and/or military partners." The whiplash is staggering. 3) The Europeans have zero incentive to move quickly. Trump launched this war without giving allies advance notice. Senior European officials have said publicly they were blindsided. Several leaders have called the war a strategic mistake. And when the U.K. and France organized their own 50-country maritime planning effort, the U.S. accused them of being "too slow and bureaucratic." That's the posture of an administration that needs Europe but can't stop insulting it. 4) The dual blockade has made the crisis worse, not better. Iran blocks non-friendly ships. The U.S. blocks all ships going to or from Iranian ports. The result: Hormuz traffic is at 4% of normal levels according to Goldman Sachs. The blockade Trump called "genius" and "100% foolproof" has effectively shut down 20% of the world's oil trade — punishing American consumers alongside everyone else. 5) Oil prices are climbing toward crisis territory with no ceiling in sight. Brent crude hit $126 today before settling around $114 — up more than $50 from a year ago. Goldman Sachs is warning of $140–150 if disruptions persist. The IEA is calling this an unprecedented supply shock and projects global oil demand will contract for the first time since COVID. Every week this drags on, the price goes up. 6) Iran can outlast the blockade longer than the administration thinks. Analysts estimate Iran has 160–170 million barrels of oil already floating on tankers worldwide, enough to sustain revenue flows through August. Meanwhile, Iran's shadow fleet — using fake flags, disabled tracking, and shell companies — has made over 200 voyages through the strait since March. The blockade is leaking, and Iran knows it. 7) The administration is simultaneously asking for diplomatic partners and getting briefed on expanded military strikes. The same week the State Department sends a cable asking countries to join a diplomatic coalition. These two tracks contradict each other, and every potential partner can see that. The U.S. started a war without a plan for the strait, alienated the allies it needed, imposed a blockade that created the very supply crisis now crushing global markets, and is now reduced to sending cables asking for help while the president mulls escalation. This cable is a cry for help. To people who have no reason to help Trump.

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K.P.Nagarajan
K.P.Nagarajan@UnagK·
America will have a serious meltdown more like thier President. And not much they can do about it as the empire often ends up with thier leaders are devoid of intellect
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K.P.Nagarajan
K.P.Nagarajan@UnagK·
@ikamalhaasan ended up as Stupid with one of the exit polls predicting a sweep for his filmy junior
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Akshat Shrivastava
Akshat Shrivastava@Akshat_World·
INR is a falling knife. Change 5000 INR into Thai currency (THB)-- you will get 1030 THB. Now, try changing that 1030 THB back to INR, you will get only 2989 INR back (instead of 5000). This 40% "spread" indicates how illiquid (& weak) INR is. - No one bothers. - Media won't educate you. - Everyone says: why even bother, you will stay in Indis; spend in India, right? Wrong. That's not how it works. Just because YOU don't spend in USD or AED, does not mean that it doesn't hurt you. India is a net importer. And, is likely to remain so. Whenever something is imported, you need to pay in a foreign currency. Just because you are not paying this "directly" does not mean this payment is not happening. As the currency falls, your buying power (globally) gets depleted. Solution? if you want to travel abroad, send kids abroad, plan your retirement or simply retain your buying power: Start saving in a foreign currency. Example: invest in US stocks. This is legal. One of the many ways. Else, you might look at your SIP growth= 12% Pay 12.5% tax= roughly 10.5% Currency depreciation = 8% Net returns= 2.5-3% The new reality is: to retire in India, you need to invest abroad. The sooner you get started the better it is. India is a great growth story. Use it strategically. Don't buy it at any valuation. Buy it only when the valuations are low.
Akshat Shrivastava tweet media
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Ajaya Sharma
Ajaya Sharma@Ajaya_buddy·
Several cos are showing good exit growth rate in earnings in Q4 after tepid FY2026, & good rebound in full year. FY2026 being weak on various factors, cos are guiding good rebound in profits w/ progress into FY2027, expect market to factor in gradually & evidence as well. Agree?
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