aseem

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If your household income is ₹40,300 in India, you have the same lifestyle chances as earning ₹3,09,575 in Switzerland. Leave out the things you can't compare..but this is comparing most of the purchases you make every month.

Negativity travels faster than reality here, which is why this video is getting traction. But it is wildly exaggerated. Germany, in most places, remains one of the best countries in the world to raise a family. It has its problems, but this fashionable defeatism improves nothing.

I'm leaving Germany | Brutally Honest Review

Negativity travels faster than reality here, which is why this video is getting traction. But it is wildly exaggerated. Germany, in most places, remains one of the best countries in the world to raise a family. It has its problems, but this fashionable defeatism improves nothing.

I'm leaving Germany | Brutally Honest Review

Germany still the country of incredible chances. Nowhere is the chance to be born a billionaire higher. 😂

Can someone LEND me MONEY to SHORT Duolingo 😭 It's going below $50 in next few months.

Too many Indian companies are built around access, regulation & position, not around the hard work of raising productivity. IT services was the notable exception, that actually sold labor discipline & process to the world. Now even that exception faces a serious test from LLMs.

Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.

Too many Indian companies are built around access, regulation & position, not around the hard work of raising productivity. IT services was the notable exception, that actually sold labor discipline & process to the world. Now even that exception faces a serious test from LLMs.

Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.

Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.

They have already lost a lot by sitting on cash- dont think can cover for the opportunity loss unless market falls 30-40% more. Simple logic - market has risen by 67% in past 3 yrs. They may have made 15% so they have lost 50%. Let us say that average cash they have had over this period is 200 billion (would be more). So they have lost opportunity cost of 100 billion. Now they have 370 billion. So first they need to recover 100 billion - if market fall more than 25% then sitting on cash would break even.