Anand Chandwani

6.1K posts

Anand Chandwani

Anand Chandwani

@akcchand

Stay humble

Nagpur, India Katılım Mart 2016
518 Takip Edilen355 Takipçiler
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Anand Chandwani
Anand Chandwani@akcchand·
@TOI_Nagpur @ProshuncTOI @radhakrishnan11 already our backyard is occupied by the neighbours and the last open space is also in danger depriving us of fresh air and sunlight. Kind request to the authorties to inspect amardeep housing society mecosabagh nagpur
Anand Chandwani tweet mediaAnand Chandwani tweet mediaAnand Chandwani tweet media
ProshunTOI@ProshuncTOI

Civic complaints go unheard, Nagpurians unhappy @ngpnmc @BJP4Nagpur @congress_nagpur @RanjitVDeshmukh @TOI_Nagpur @SunilWarrier1 @vaibhavgTOI @TOIsarfaraz @vrNagpur @alertcitizenngp @nagpuralert @NagpurMitra @nagpuralert toi.in/FaQNhY/a24gj via @timesofindia

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Anand Chandwani
Anand Chandwani@akcchand·
@ETNOWlive Unless and until capital gains taxes are not reduced nobody is coming back.
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ET NOW
ET NOW@ETNOWlive·
EXCLUSIVE: FIIs in no hurry to return to India; can upcoming Budget trigger a turnaround? Punita Kumar Sinha of Pacific Paradigm Advisors explains Read More: etnownews.com/markets/exclus…
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Vikas Vij
Vikas Vij@TheClubJunto·
Falling Rupee: Rising Risks 1. FII Outflows: FIIs hold $800B in Indian stocks. They lost $50B (6% rupee depreciation) in 2025 2. FDI Inflows: Collapsed (Weaker ₹ = Investor ROI Loss in $) 3. $ Loans of Indian Firms: $62B (6% Costlier in 2025) The Real Story You Should Know: Why is Indian Rupee the Worst-Performing Currency in Asia? India’s Current Account Deficit (Imports Greater than Exports) 1. India never built a technology-driven or export-oriented economy. 2. Due to protectionist policy regime, Indian companies have conquered their own market only instead of conquering the world market. 3. Ambani, Adani, Tata, and Birla cannot sell even a pen to the world that is made in India. Foreign Capital Inflows to India Have Dried Up 1. For a long time, global investors believed in the India growth story. 2. So, our “Current Account Deficit” was always offset by “Capital Account Surplus” due to: (a) FDI: Foreign investments in Indian business (b) FII/FPI: Foreign investments in Indian stocks These both forex capital inflows have now dried up as follows: Net FDI Inflows Investments in Indian business: FY21: $44B FY22: $37B FY23: $28B FY24: $10B FY25: $0.9B (→ total collapse) FY26: $7.7B (Apr-Sept, 2025) Negative FII Inflows Investments in Indian stocks: FY22: (-) $19B FY23: (-) $5B FY24: (+) $25B FY25: (-) $15B FY26: (-) $5B (till Nov.) NOTE: FII inflows also include participation in IPOs or buying large promoter stakes (as many Indian promoters have been selling out.) External Commercial Borrowings (ECB) of Indian Companies 1. ECB loans of Reliance, Adani, Tata, Vedanta, JSW Steel, most NBFCs, and PSUs: FY23: $26B FY24: $49B FY25: $62B 2. These companies massively increased their foreign borrowings because the interest rates abroad are cheaper by about 2% to 3%. Now in 2025 itself, they have lost 6% on both interest & principal due to rupee depreciation. (No borrower is doing sufficient hedging against this kind of risk.) 3. ECB loans are long-term borrowings, so if rupee keeps depreciating, the financial damage of these borrowers will keep increasing. Rupee’s Decline Was Predicted One Year Ago On Jan 19, 2025 X post (see the Pinned post in this X account) we quoted the top economist Dr. Arvind Subramanian @arvindsubraman (former Chief Economic Advisor and currently Senior Fellow, Peterson Institute) as follows: 1. RBI's new governor Sanjay Malhotra is a "victim" rather than the "perpetrator" of the currency situation he has been handed over. 2. Rupee's further decline cannot be avoided. The only question is: how much more decline? 3. RBI only has two choices before it: (a) Allow gradual decline of the rupee; or (b) Accept a large and rapid decline Economic Risks of Continued Currency Debasement 1. FDI Won’t Come to India: Will you invest in a country where continuous currency debasement is going on? Investors put money in the hope that a few years later they can take back fair returns on their investment. But if the returns get eaten away by a depreciating currency, who will invest? 2. FII’s Capital Flight Will Intensify: FIIs have large stakes in the Indian stock market ($750 billion.) They want to preserve their capital and not just watch it evaporate due to a continuously depreciating rupee. 3. Vicious Circle: If foreign capital exits, the rupee falls further. If the rupee falls further, more foreign capital exits. 4. Inflation Risks: A nation whose currency cannot be trusted will not receive investments. That becomes the root cause of inflation because money loses its value. “Inflation is the way civilizations die.” (Charlie Munger) ENDQUOTE: Government’s Money Printing, Wasteful Spending, Faulty Policies “The natural course of governments is to make currency worthless over time. That’s the only thing that scares me.” – Warren Buffett at his 60th and final Berkshire Hathaway Annual Meeting as CEO (May 3, 2025) @arabicatrader
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Short To Mid Term
Short To Mid Term@ShortTermStock1·
STRONG FUNDAMENTAL STOCKS WITH 30%+ CORRECTION 📊🔥 1.Varun Beverages Limited 2.Trent Limited 3.ABB India Limited 4.Mazagon Dock Shipbuilders 5.Suzlon Energy Limited 6.IRCTC 7.Premier Energies Limited 8.CRISIL Limited 9.Tata Elxsi Limited 10.KPIT Technologies Limited 11.Tata Technologies Limited 12.Jyoti Limited 13.EIH Limited 14.HSCL 15.Urban Company 16.Poly Medicure 17.KFin Technologies 18.Bikaji Foods 19.Triveni Turbine
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Basant Maheshwari
Basant Maheshwari@BMTheEquityDesk·
All the FIIs who have sold India will come back to buy the same shares with the Nifty at 30,000! Let’s do it!!
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Short To Mid Term
Short To Mid Term@ShortTermStock1·
📉 GUYS ANY STOCKS RADAR FOR TOMORROW ?? OR NEXT TRADING DAY 🌟
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Preksha Baid
Preksha Baid@itsprekshaBaid·
How big a gap up can we expect tomorrow?
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Short To Mid Term
Short To Mid Term@ShortTermStock1·
📉 GUYS ANY STOCKS RADAR FOR TOMORROW ?? OR NEXT TRADING DAY 🌟
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Preksha Baid
Preksha Baid@itsprekshaBaid·
Tell one company which you think will become multibagger for your portfolio.
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Short To Mid Term
Short To Mid Term@ShortTermStock1·
*15 Smallcap that FII + DII are Consistently Buying!* *Strong Sales, Profit & ROCE.* 📊 1. TD Power Systems 2. Ethos Ltd 3. Apollo Micro Systems 4. Paras Defence 5. Fiem Industries 6. SML Isuzu 7. CARE Ratings 8. Marathon Nextgen 9. Sky Gold & Diamonds 10. Shankara Buildcon 11. Capacit’e Infra 12. Vintage Coffee 13. R M Drip & Sprinklers 14. Innovana Tech 15. Aries Agro
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Short To Mid Term@ShortTermStock1·
Paras Defence down 10% LC after Q1 Result ✅ कितनो नें हाई लेवल मे लें रखा है??
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Short To Mid Term@ShortTermStock1·
📉 GUYS ANY STOCKS RADAR FOR TOMORROW ?? OR NEXT TRADING DAY 🌟
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Short To Mid Term
Short To Mid Term@ShortTermStock1·
📉 GUYS ANY STOCKS RADAR FOR TOMORROW ?? OR NEXT TRADING DAY 🌟🌟
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Preksha Baid
Preksha Baid@itsprekshaBaid·
Wishing you a Holi filled with vibrant colors, joy, and laughter 🎨🌸 हर रंग आपके जीवन में नई उमंग और जोश भरे।
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