Ajit Singh

1.4K posts

Ajit Singh

Ajit Singh

@ajit_singh

Runs a electronics manufacturing firm in India, passionate about manufacturing.

New Delhi, India Katılım Nisan 2009
496 Takip Edilen383 Takipçiler
Ajit Singh
Ajit Singh@ajit_singh·
@Nithin0dha You can reduce brokerage by half and atleast the trader can get some relief. You can reinstate the rates when VIX goes below 15
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Ajit Singh
Ajit Singh@ajit_singh·
@Ajaya_buddy Everything is normal from my on ground business POV. Channel is healthy, supply chain is healthy. I think the only problem is people expected to buy at high valuations and sell higher. That will obviously self correct
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Ajaya Sharma
Ajaya Sharma@Ajaya_buddy·
Over 2 decades i have worked w/ founders promoters & investors of all categories, new HNIs, Big HNIs, funds, FIIs, Family offices.. the whole 9-yards.. havnt seen sentiment so depressed, almost given up.. complete dejection among investors in a long long time.. sabra ka bandh
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Ajit Singh
Ajit Singh@ajit_singh·
@saketh1998 Aisa hee post hota hai jabb dimaag kee tubelight kee aadhi LED band and baaki aadhi flicker karti hai
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Saketh R
Saketh R@saketh1998·
Why is it that when the war is between Iran, the US and Israel, our markets seem to react even more sharply than theirs? Since the start of the conflict: US markets are down about 3.5% Israel is down around 6% European indices like CAC, DAX and FTSE are down roughly 5% But India is down close to 9%. And this is happening despite the fact that most global markets delivered double digit returns over the last year, while India has been almost flat, even slightly negative in comparison. It gets more interesting. Our currency has been one of the weakest performers against the USD over the past year. At the same time: India is still projected to be the fastest-growing major economy We have reported the lowest inflation. Yet the markets are not reflecting that narrative. Another data point: FIIs have sold nearly ₹10 lakh crore worth of Indian equities in the last three years one of the largest sustained selloffs ever seen in our markets. So the real question becomes: If the macro story is strong, and the growth narrative is intact, why are markets, currency, and foreign flows telling a completely different story? Is the ground reality different from the narrative we are constantly told?
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Property Decoder
Property Decoder@PropertyDecoder·
Rs. 5-20 Cr homes. Residents are threated to speak. Media blocked inside the society. Watch this and you’ll understand why many call Indian real estate a textbook case of a “banana republic.” A reporter reached a luxury housing society to cover residents’ complaints. But security and builder representatives entered residents’ homes and tried to block the recording. And this is not an EWS housing project, but reportedly range from Rs. 5 Cr to 20 Cr. Realtors selling projects will never tell you what happens after you buy. Even if they tell sth, you’ll often find them smartly promoting their projects again. Yes, project delivery delays are a big problem in Indian real estate. But what happens after possession can sometimes be another nightmare. In this video, residents allege that even after delivery, the builder has created a new set of problems.. - Maintenance not handed over to RWA, as there is no financial transparency - Land meant for common use taken over by the builder, even though buyers paid for it in super area - School land allegedly converted into another branded residential project - Access given to another new project through the same society, allowing new buyers to use same roads/amenities meant for existing residents - Residents who protested allegedly faced legal intimidation - Despite multiple complaints, authorities have taken no strong action But why not if builders care so much about their brand image, why not resolve issues with the very buyers who funded the projects and contributed to their growth story? Ironically, many believe gated communities are the solution to India’s failing urban infrastructure. But what happens when lawlessness not just enters the gates but inside residents homes? Then where do homeowners go now? youtube.com/watch?v=Q9VB52…
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el.cine
el.cine@EHuanglu·
its crazy that nano banana now can not only design but also keep the dimensions exactly the same but you still need the right prompt to make it accurate steps: go to mitte.ai -> upload floor plan image -> copy the prompt at the end of video #ad
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Ajit Singh
Ajit Singh@ajit_singh·
@AshishGupta325 Memory kaisi hai dadaji? Pichle mahine kaafi hallucinate kar rahe the. ;)
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Ashish Gupta
Ashish Gupta@AshishGupta325·
Thousands of crores of rupees wiped out from Indian equities today. This reminds me of Great Depression of 1929.
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Ajit Singh
Ajit Singh@ajit_singh·
@Fittrwithkj Bioavailability, absorption and tolerance compared to animal foods?
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FittrwithKJ | Kapil Jadhav
FittrwithKJ | Kapil Jadhav@Fittrwithkj·
A vegetarian protein source called Chanza has hit the markets 67g protein of a complete amino acid profile per 100g & 421 calories That’s pretty close to chicken breast & it even has a similar texture. Bland flavour so cook it however you like! I can digest it well DYOR
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Ajit Singh
Ajit Singh@ajit_singh·
@volklub Despite supply gutt - maids avaialble at 5X higher. Paaji - economics ulti kardi. Despite 80% loosing job - maids are costlier :)
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Sunderdeep - Volklub
Sunderdeep - Volklub@volklub·
Memsaab bought a fancy vacuum cleaner and fired her maid. A few days later, she felt too lazy to clean even with the machine. She called the maid back but now the rate was 5× higher because 8 out of 10 maids had already lost their jobs to machines. That’s what AI will do to the IT market.
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Ajit Singh
Ajit Singh@ajit_singh·
@anandnagu Very irresponsible. This should be done after consulting a doctor only - the bend should start from midriff area if doctor allows. Otherwise not a very good risk reward exercise. Isometric holds are the best to strengthen lower back for those having issues
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Anand Nagu
Anand Nagu@anandnagu·
There is a Pandemic called ‘Lower Back Pain’ And the Vaccine available in every Gym is called 45 Degree Back Extensions
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Ajit Singh
Ajit Singh@ajit_singh·
@1shankarsharma @connectgurmeet Paaji sirf hindsight ko package karke future bechney mein lagey hai. Fund manager hai - will never say go to cash - will always say - stay invested. Fee as a %age of AUM hai
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Shankar Sharma
Shankar Sharma@1shankarsharma·
@connectgurmeet Small Pra, yeh baat 2024 July mien batate to hum logon Ka bhala ho jaata. Maal bech ke Gold Silver le liya hota awaam ne
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Gurmeet Chadha
Gurmeet Chadha@connectgurmeet·
There will be months of no returns There will be months of sharp negative returns There will be months which will make up years of no or negative returns. this cycle repeats 4-5 times in a 20-25 year journey. Embrace it..learn from it. Result will be generational wealth.
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Ashish Gupta
Ashish Gupta@AshishGupta325·
Indian investors lost 10 lakh crores today. This is India's growth story brought to you by Vishwa Guru.
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QuantifiedStrategies.com
QuantifiedStrategies.com@QuantifiedStrat·
A Trend-Following Strategy (18% Annual Returns Since 1926) A recent research paper, “A Century of Profitable Industry Trends,” by Carlo Zarattini and Gary Antonacci demonstrates that a straightforward trend-following approach applied to industries has produced impressive long-term results. The system, based on breakout entries, trailing exits, and volatility-adjusted position sizing, generated approximately 18% annualized returns going back to 1926 across 48 industry portfolios, while maintaining strong risk-adjusted performance. Trading Rules The strategy detects trends using simple breakout techniques. A long position is initiated whenever an industry’s closing price rises above the upper boundary of either a Donchian Channel or a Keltner Channel. The Donchian signal uses the highest price observed during the previous 20 trading days, while the lower band relies on a longer 40-day lookback period. This asymmetry encourages the system to remain invested during sustained advances. The Keltner Channel is constructed around a 20-day exponential moving average combined with a volatility buffer equal to 1.4 times the Average True Range, again paired with a 40-day lower band. The strategy only takes long positions. When no industries display clear upward momentum, capital is allocated to Treasury bills instead of remaining exposed to equities. Risk management Risk management is handled through volatility targeting. Each industry position is scaled so that it contributes a similar amount of risk to the overall portfolio. Allocation weights are therefore inversely proportional to recent 14-day volatility, meaning more volatile industries receive smaller positions. To keep leverage within realistic limits, total portfolio exposure is capped at 200%. Exits are governed by a trailing stop mechanism. The stop level is defined as whichever is higher between the lower Donchian band and the lower Keltner band, both calculated using a 40-day lookback. Importantly, once the stop moves higher, it is never reduced. This allows profitable trends to continue while ensuring losing trades are closed quickly. Results (Backtested) The industry trend-following approach achieved an annualized return of 18.2%, nearly twice the 9.7% return of the passive U.S. equity market over the same period. Risk-adjusted performance improved significantly as well, with a Sharpe ratio of 1.39 compared to 0.63 for the market benchmark. The timing component also dramatically reduced drawdowns. Maximum losses were lowered by almost 60%, with the strategy experiencing a peak decline of about 33%, versus an 84% drawdown in equities. The return profile is clearly convex: the system participates strongly during rising markets, reflected in an upside beta of 1.16, while substantially limiting losses during downturns, with a downside beta of just 0.31. A Practical ETF Implementation Since 2005 In the final section of the paper, Zarattini and Antonacci examine whether the strategy can be implemented realistically using exchange-traded funds. This practical version covers the period from January 2005 through March 2024 and incorporates trading costs and real-world constraints to evaluate performance under modern market conditions. Even after including estimated transaction costs of USD 0.0035 per trade, the ETF-based industry trend-following model delivered stronger risk-adjusted performance than passive exposure to the market through SPY. The ETF implementation achieved a Sharpe ratio of 0.61, slightly exceeding the market’s 0.59. It also generated annual alpha of approximately 2.7% relative to the benchmark. Risk reduction remained one of the most notable advantages. While the S&P 500 experienced a maximum drawdown of about 55%, the timing strategy limited losses to roughly 24%. With a beta of only 0.40, the system frequently held only the strongest sector ETFs, significantly lowering overall market exposure. We strongly recommend reading the original research paper for a deeper understanding of the methodology and results.
QuantifiedStrategies.com tweet mediaQuantifiedStrategies.com tweet mediaQuantifiedStrategies.com tweet mediaQuantifiedStrategies.com tweet media
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Ajit Singh
Ajit Singh@ajit_singh·
@moneybloke Can you make a note and consider this change - will help a long way in term of helping end use citizens and harm black money interests from politicians and businesses. It can lead to capital going into better avenues rather than property @narendramodi @PMOIndia
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Ajit Singh
Ajit Singh@ajit_singh·
@moneybloke I agree and i am adding that units will not be flipped without paying stamp duty and registration fees. Right now they sell real estate like call options that exchange hands
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𝓢𝓾𝓷𝓲𝓵 𝓐𝓻𝓸𝓻𝓪
Supreme Court tells GOI to abolish RERA. The only way these crook developers will improve is to force them to sell a finished product and not a development contract.
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Ajit Singh
Ajit Singh@ajit_singh·
@1shankarsharma @grok What laser is he talking about? Isnt this in invisible spectrum if directed at someone eye - can damage the retina?
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Shankar Sharma
Shankar Sharma@1shankarsharma·
Attended Arab Health, a massive medical show. Chinese, Korean, Turkey etc pavilions: amazing tech. I bought some cutting edge equipment (eg a laser 914 nm wavelength of 14 Watts single diode... In mobile phone size! Chinese co. 15 years back this would be a whole desktop! Indian pavilion: Chooran ( IE, API, etc). Ayurveda. Chakra, etc.
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Ajit Singh
Ajit Singh@ajit_singh·
@GauravGupta_RE Itni gandi location hai - busiest traffic intersection. DLF capital greens has a "Naala View" that sells for 30% cheaper. This will also have a bad view that will sell for 30% cheaper :)
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Gaurav Gupta | Realtor
Gaurav Gupta | Realtor@GauravGupta_RE·
TARC Kailasa: Remember this Project in West Delhi was launched in the same week as DLF Privana South at 19k psf Today resells for 26/27k & now the co is bringing next phase at 30k+ 👀 TARC sure knows how to Conceptualise Good Products, now its about Executing them
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Ajit Singh
Ajit Singh@ajit_singh·
@moneybloke @sahilbhadviya Mungerilal ka haseen sapna hai. City priviledges are next level - running water, sewage disposal, electricity, amenities, socialising.
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𝓢𝓾𝓷𝓲𝓵 𝓐𝓻𝓸𝓻𝓪
@sahilbhadviya This is a mirage. There is no place in India where within 20 mins of a tier 2 city, air is clean and water is plentiful. I created a farm, lived for 3 years on my own and have now come back to the city.
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sahil bhadviya
sahil bhadviya@sahilbhadviya·
Today the biggest luxury is having your own farm in a remote place- Grow your own veggies, some fruits if possible. Have 1-2 gir cow. And live a healthy life. Thanks to technology, it is possible with work from home. Or earn “enough” and then live such life without worrying about money. Of course, enough has no definition. If a person is having 100 cr in bank a/c but struggling to breath clean air, drink clean water and eat clean food then money is of no use. It all end up in hospital bills.
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Ashish Gupta
Ashish Gupta@AshishGupta325·
In today's fintwit episode of 'Thing that Never Happened' 👇 Sad reality of storytelling
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