WanderingSaint

I am a part of all that I have tweeted.

Never seen so much pessimism regarding India in my twenty years of studying macro and markets. Not in 2008, 2013, 2020. AI is a positive for India. There is absolutely no sign of Indian service exports slowing down in the latest data. If a $20k guy in Pune is to be laid off, a $200k guy in Philly is even more on the chopping block. If anything giving them both the latest AI reduces any competence gap. Regarding AI supply side, Sarvam etc just received more investment and we are continuing to work on the semiconductor side. Second/third mover advantage on the cheap is not a small thing here. Actually, AI has in part negated the platform winner-takes-all economics of US Big Tech by making it capex-intensive. Of course national security considerations remain. The rupee is extremely oversold. The gold/silver import restriction moderate measures have just kicked in. Ex-gold we have been in significant trade and current account surplus for many years. US 10y is now 4.6%. Gas and mortgage rates are off the chart there. Rising long-end of the yield curve and rapidly rising AI capex theme both cannot go on together for much longer. We have to be patient: my view remains India is by far the world's greatest investment opportunity amongst the major themes available today. Of course as part of a diversified asset allocation so that we can live another day to be wrong if needed :)

Bengaluru is so back with its weather…Thank goodness…#BangaloreWeather

Yeh sab IT stocks short kar ke rakhe hain….another dooms day merchant

Another half truth peddler for clicks, check indian labour law and educate your followers rather than spreading misinformations as half truths..

WTF

Markets are purely reacting on Brent prices…nothing else

@aakankshalovely Did you see brent oil future price at 3:00, you may want to change your hypothesis…

At 3 pm operator took Nifty from 23600 to 23680 in just one 5 m candle buying almost 200k Nifty futures. Before buying they just loaded on calls for an hr at cheaper prices. Just wen Nifty went up 80 pt for 2-3 min they offloaded all their calls which exploded due to gamma and simultanously sold their Nifty fut pos also. This happens with big data centres and AI computing which executes trades in 1/100th part of nano second. We retailers are sitting ducks for these people #stockmarket

another dooms day merchant on my timeline…

13 वर्ष मुख्यमंत्री के रूप में... 12 वर्ष प्रधानमंत्री का सेवाकाल... Democratic World में 25 वर्षों तक... करोड़ों-करोड़ वोटर्स का लगातार समर्थन... ये मेरे लिए बहुत ही बड़े सौभाग्य की बात है। मेरे लिए ये सिर्फ एक आंकड़ा नहीं है... ये मेरी बहुत बड़ी पूंजी है: PM @narendramodi

@sharmasupriya @AnantGuptaAG Patiently read through the article but could not make out how it was manipulated…instead of beating around the bush, a straight to the point article could be more convincing for generic people…

A blow-by-blow account of how slow counting that spilled over into the next day helped the BJP wrest a seat it had lost to the Trinamool @AnantGuptaAG reports scroll.in/article/109285…

@theparthrastogi another dooms day merchant…

I have a strong gut feeling, This market fall will be worse than ever. Mark my tweet!!!

Wow, PM is fact checking media houses…

@ANI He needs to come out scripts and realise the world reality….

Statement by Chief Minister of Tamil Nadu Joseph Vijay- "The Union Government’s public sector oil companies have increased the prices of petroleum products, particularly by Rs 3 per litre for petrol and Rs 3 per litre for diesel. This is unacceptable. When crude oil prices decline in the international market, oil companies do not correspondingly reduce the prices of petrol and diesel. Instead, these companies retain the profits for themselves. This hike in petroleum product prices immediately after the conclusion of the Assembly elections in five states is not acceptable...I urge the Union Government to immediately roll back the increase in petroleum product prices, which will adversely affect poor, lower-income, and middle-class people, as well as micro and small-scale industries."

@narendramodi Why not start from govt of India and ministers, ask your ministers to avoid unnecessary travel…no charted flights or choppers…no unnecessary travel or foreign visits…this will set a great example for rest of the country…

@KantInEastt Rupee is falling against dollar, which is a concern….

>Stop buying excessive gold >Encourage work-from-home >Save petrol and diesel consumption >Avoid foreign trips and destination weddings >Buy domestic over imported goods He knows something that we don’t

People of India does not tolerate arrogance..who so ever it may be…

Wow, cannot imagine, how much of this feeling was suppressed and for how long within the people of Bengal…#RamHiMayaRamSatyaHain..

@narendramodi Sir, Do visit Saravamangala Mandir (Kashipur) whenever you next visit Kolkata…

Much respect. And what an inspiration!

Hope BJP gives a warm send off to MB, people of bengal do not like disrespecting Women..