Akshaycas
746 posts

Akshaycas
@akshaycas
MBA In finance ,Fabric exporter.Nicherin Buddhism follower
mumbai Katılım Şubat 2022
1.3K Takip Edilen48 Takipçiler

Why could HYD become AZAL’s next Indian destination after Delhi, Mumbai, and Ahmedabad? ✈️ If the MoCA grants BASA rights.
🔵 Hyderabad is highly likely to be AZAL’s next Indian destination due to its booming biotechnology industry, rich tourist appeal, and the strategic importance of pharmaceutical imports and exports.
🔵Pharmaceutical & Medical Exports: Hyderabad is globally renowned as India’s "Genome Valley" and pharmaceutical capital, producing a massive volume of bulk drugs, vaccines, and medical devices. Direct air cargo capacity is crucial, as Indian pharma companies heavily export active ingredients and finished formulations to Azerbaijan and broader CIS regions.
🔵 Seamless European Connections: AZAL operates as a major hub-and-spoke carrier via Baku, connecting South Asia to major European and CIS hubs like London, Berlin, and Milan. Adding Hyderabad would capture the lucrative South Indian business travel and tourism market heading to the UK, Europe, and Russia.
#aviation #avgeeks #Hyderabad #Telangana #Baku #Azerbaijan
@DiasporaAz @azalofficial @RamMNK
@MoCA_GoI @atainbaku #FlyHYD
📷instagram.com/karunakar__red…



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Cyprus should work well for Indigo
Shrewd move, if the article is correct. A perfect A321XLR route.
The Indian Aviation Guy 🇮🇳@TIAG747
Cyprus 🇨🇾 media reports that IndiGo 🇮🇳 has submitted a request to the Indian government, to revise the BASA, to facilitate flights between the two countries. @Et949 sigmalive.com/news/local/131…
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@Darsheel1309 @TIAG747 @Et949 Honestly surprised that Africa which is such a low hanging fruit is not being targeted at all it has vfr and business travel
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Cyprus 🇨🇾 media reports that IndiGo 🇮🇳 has submitted a request to the Indian government, to revise the BASA, to facilitate flights between the two countries.
@Et949
sigmalive.com/news/local/131…
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@akshaycas Would be a combination of high jet fuel prices, weakening demand and some secondary impact from reduced intl operations affecting connecting traffic.
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Air India network reductions from June at DEL and BOM
While AI has announced reductions in its international network owing to a combination of factors including airspace restrictions and soaring jet fuel prices, it has also consequently reduced domestic operations out of its hubs at DEL and BOM from June.
Daily departures reduced by:
⏺️ DEL: ~23% domestic and in total
⏺️ BOM: ~35% domestic and ~32% in total
compared to start of summer schedule in April
⏺️ Frequency reductions across mainline and lucrative metro routes like DEL-BLR, DEL-BOM and tier 2 cities.
AI's competitive position in DEL takes a beating:
⏺️ Share of total daily domestic departures falls below 30% in June
⏺️AI group overall reduced to ~38% share of total daily domestic departures at its biggest hub with rival IndiGo cornering ~50.5% share
⏺️ While AI had 50% or more freq share vs 6E on 18 out of its 36 domestic routes from DEL in April, this has fallen to 11 routes in June losing ground on several mainline routes
All data is based on a snapshot of bookings available for late June checked today and subject to change.
Chart below also shows top 10 domestic routes of AI by weekly frequency from DEL for June.



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Claude For Small Business is INSANE.
I've built a complete breakdown of all 31 Anthropic Small Business skills that maps every workflow, connector, and automation in under 10 minutes.
The same skill stack that had 382,000 downloads on its first day.
Financial operations, sales and client work, HR and hiring, marketing and growth, reporting and dashboards.
Inside the breakdown:
- All 31 skills organised by function with the 5 to run first
- The 12 connector setup guide in priority order with permission settings for every sensitive action
- Worked examples for Business Pulse, Invoice Chase, and Job Post Builder with real output shown
Want a copy? Like + Comment "31" and I'll send it over ASAP
(Must be following)

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@devinamehra Private credit and performing credit is mis sold on IRR basis which is just a mirage ,Moic is the real deal where funds are offering 9.5% returns by investing with Semi prime and sub prime companies and in debt fund they are charging 2% p a . UNBELIEVABLE
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Remember what fund managers were telling you around December?
Buy gold
Now it is 'Buy global stocks (preferably through their own Gift City products) and private credit'
Never mind that the 'expert' telling you this personally never invested in any Global stocks till just a couple of years ago or that their own Gift City scheme has performed terribly for the last one year
The reason why this narrative is being pushed?
Most Asset Management companies are in the business of gathering assets, not in the business of giving you the best returns on your Investments.
New schemes are launched according to what would 'sell' at a particular point in time, not according to whether it is a good time to invest in that theme or even whether the fund management company has any expertise to manage the assets they are raising
If they can gather the assets, they will get the fees and that is the only thing that matters.
Once you see the pattern of when schemes on a particular theme are launched you can't unsee it.
Good quality investment advice is simple, it is boring and it doesn't change everyday. If you read my book 'Money Myths and Mantras', it is the literally the first four chapters that talk about the following basics.
- Do asset allocation right
- Manage risks
- Adequate Global diversification is essential
- The US is NOT the world
And most of all go to someone (for managing money or for advice) who understands what they are doing
Global diversification is not something you do as a kneejerk reaction to the Indian market not giving you returns for a year, it has to be part of a well thought out portfolio strategy. This is something we have been advocating for years together.
First Global has been operating in the global investment world for over 27 years - the only Indian firm to do so. It has been managing Global assets for over 11 years. and that is why the returns of its global products are way better than those of almost every Gift City 'global' product.
Want objective guidance? Send a DM to @firstglobalsec
My column in Mint today that may open your eyes
@livemint
@PenguinIndia

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@mahjunu @AviationAll_ Bom has inherent strength for usa and africa traffic which is not exploited properly plus bom has great catchment area of Pune ,surat , ahmedabad etc which unfortunately bangalore lacks with bullet train people this will be even more exemplified
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@AviationAll_ BLR will take away some international traffic from BOM… Most traffics originating from South will shift to BLR from BOM…
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@AviationAll_ I get it that BLR needs to be encouraged as bom has vintage traffic ,but we need to have traffic everywhere as our international destinations are not enough
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@akshaycas Because the thing is Bengaluru Airport is a Growing Airport while Mumbai Airport is a rather Saturated Airport, both are at very different levels wrt International Traffic.
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@1shankarsharma @GitaGopinath @timesofindia IF currency depreciation is the only way to grow exports then Argentina, afghanistan can be the largest exporters
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Respected madam, based on what data do you say that the Rupee drifting down will help exports? I mean real hard data for us to conclude that Indian exports do indeed benefit from a weak rupee?
( In most part based on all the exporters I have spoken to over decades, they tell me that foreign buyers immediately reprice everything based on the new exchange rate so effectively the only advantage the exporters get our on the old receivables and not on new orders).
Hoping to hear back from you
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My op-ed in @timesofindia on the rupee:
timesofindia.indiatimes.com/blogs/toi-edit…
There is nothing automatic about foreign exchange running out. Only the RBI can deplete reserves. The policy question is whether to deplete reserves to support the rupee. I argue that there are ample grounds to let the rupee adjust to arrive at lower imports, higher exports, and to encourage capital inflows. Intervention in FX markets can wait another day.

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Not the only news we'll hear from Swiss this week?
#StayTuned
The Indian Aviation Guy 🇮🇳@TIAG747
Flights have been extended until 13th September.
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@JaiveerShergill What about the fact that when oil prices ces were at 60 dollars you guys did not reduce prices
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Congress Govt in Himachal hiked VAT on diesel by ₹3 in 2023 & last month (April 2026) passed bill increasing cess on fuel itself with no linkage to global crisis!
Today,same Cong is crying wolf when Govt has increased fuel prices by ₹3 compared to other Nations which hiked prices by 44%-112%!
Cong as usual speaking exposing its double-standard, logic-less politics!

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@connectgurmeet I have a question sir when the oil prices were 60 dollars a barrel for many years govt could have put oil in gst or passed on the savings , atleast govt could have seen a consumption boom and now it could have taxed every one
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Small changes we can make and contribute
-cook one meal a day on Induction
- get our house help an induction chulha/ cooktops. They r most vulnerable
- make a WA group with friends/ colleagues n start doing car pools . Will make the journey worth it :)
- nani house/ religious tourism this year
- next car/ bike purchase shud be an EV or hybrid
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Akshaycas retweetledi

#WATCH | “Foreign Investors Are Furious With India”: Samir Arora Flags Deep FII Concerns 📉
Helios founder Samir Arora says India’s FII challenge is not about lacking an LLM, but about high taxes, forex losses and a system where “nobody owns the problem.”
#India #FII #SamirArora #Markets @Iamsamirarora @_prashantnair
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@mufaddal_vohra I think the impact rule is creating too many batsman friendly matches
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@dhirendra_vr @sandeepjethwani Also if pms have 4 times the expense ratio of mutual fund can they guarantee 4X out performance of mutual funds ( active scheme ) vs passive scheme
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The pitch reads well. The math underneath does not.
The PMS fee sits on top of the mutual fund expense ratio, not in place of it. All-in: 1.1 to 2%. A direct MF portfolio does the same job at 0.5 to 1%.
Tax pass-through is a feature of mutual funds, not the PMS wrapper. The moment the PMS rebalances between schemes, the demat books a redemption and tax follows.
Profit sharing without a hurdle rate is not alignment. The manager keeps 20% of the upside and bears none of the downside. Investors pay carry for beating zero.
A HNI with 50 lakh can buy 4 to 6 direct funds, pay an RIA a flat fee, and keep most of what the wrapper would have taken. The structure pays the provider better. Not the investor.
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Mutual funds are one of the best wealth creation tools available to Indians.
Low cost. Professionally managed. Transparent. Tax efficient. They have quietly built more wealth for Indian households than almost any other product.
But for someone with serious capital, picking the right schemes from 2,000+ options is its own problem. This is where the PMS license becomes powerful.
PMS guidelines let you build a selection and allocation layer on top of mutual funds. You get the simplicity and tax efficiency of MFs, with a professional manager curating the portfolio, rebalancing it, and deploying HNI capital with intent.
Spoke with @jashkriplani at @livemint on how Mutual Fund PMS works and why it is gaining traction in Indian wealth creator circles. Lower churn. Better after tax returns. Real alignment through profit sharing and the high watermark principle.
Worth a read if you are wondering how PMS of Mutual Funds work.

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