atvamc

@Aptwincities Data speaks for itself. Since 1999, 10 were UPA's and 15+ were NDA's. I am politically agnostic; especially when it comes to economy. Are we moving at a snail's pace when we are expected to leap?

@atvamc it is being corrected under nda. Many plis, for example mobiles. INC era is a disaster in trade. they did infra on roads, power and some other things. trade masked by slogans like: “cheap chinese mall” but imported at scale.

Dear INC fans and pundits, Imports as percent of GDP. Discuss, 16 marks.

Foreign remittance from expats Exports from India FDI FII/FPI Ever increasing energy imports It appears as if all "five forces" have ganged up and are acting in sync to take the ₹ down.

@InvesysCapital There was a time when China was accused of artificially keeping the value of Yuan down to help their exports. Is India fully "utilising" the benefits (low cost manufacturing/exports) of a depreciating ₹? x.com/atvamc/status/…

Only time when #INR remained stable was in 2002-2011 For rest of the time it keeps sliding as @iam_juhi @TheShilpaShetty @SrBachchan has been pointing out since 2013 😉

@theArchersToday How about improving the existing public transport vis-a-vis city buses? Safer, cleaner, more punctual, wider network etc.

🚨AT. JUST ASKING | Andhra 🇮🇳 If the Andhra Pradesh Government is now asking citizens to use more Public Transport to reduce fuel imports, control costs, and manage supply-chain pressures during global uncertainty… Then why is Andhra Pradesh still the ONLY South Indian state without a single operational Metro Rail system? 🚇 It has been more than 15 YEARS since: • Visakhapatnam Metro proposals • Vijayawada Metro proposals But still no execution beyond files, DPRs, studies & announcements. Meanwhile: ✅ Bengaluru expanded Metro ✅ Hyderabad built one of India’s largest Metro systems ✅ Chennai rapidly expanded ✅ Kochi modernized urban mobility But Andhra Pradesh’s major cities still rely heavily on: 🚗 Private vehicles 🛵 Two-wheelers 🚌 Congested road transport Public transport cannot become a “habit” without world-class infrastructure investment. At the same time, AP Govt has reportedly reduced convoy & security vehicles for CM, DCM, Ministers & officials by nearly 50% to cut fuel usage and operational costs. That sends a message: If citizens are expected to save fuel — governance must lead by example too. The future of Andhra Pradesh needs: 🚇 Metro Rail 🚄 Regional Rapid Transit ⚡ EV Public Mobility 🏙️ Transit-Oriented Cities A Global Investment Destination cannot run on decades of pending metro proposals. #AndhraPradesh #Visakhapatnam #Vijayawada #MetroRail #Amaravati #PublicTransport #Infrastructure #India

@Guttajwala 🙏

I donated around 60 litres of breast milk to the government hospital in Hyderabad and Chennai during my first year of post partum!! Why does it matter? Just 100ml of donor milk can feed a tiny 1kg baby for several days. This donation could potentially support dozens of infants in the NICU. Donating is safe, screened, and desperately needed. Many NICU babies don't have immediate access to their mother's own milk due to medical complications. Donor milk acts as a vital bridge, providing immunity and nutrition during those critical first days. It serves as a bridge for mothers whose milk may be delayed due to stress, illness,malnutrition or premature birth.  Donor human milk is proven to significantly reduce the incidence of Necrotizing Enterocolitis (a life-threatening gut condition) in premature infants!!! Check your local govt hospital to see how you can help! #MilkBank #SavingLives #MaternalHealth

@WeekendInvestng x.com/atvamc/status/…

while USDINR showing no signs of stopping yet

GQG

@WeekendInvestng Daily byte on this please, Alok ji.

Basically Govt needs to rethink how to make Gold less attractive for Indians What all can they do ? 1. Increase Gold Price - already done 2. Reduce Taxation on equity - make it more attractive ? 3. Attract FII into equities giving tax sops? 4. Gold Controls - Can be seen as regressive 5. Take one time currency hit, increase rates and attract FDI? 6. Attract NRI bond money 7. Announce Gold Amnesty Monetization Scheme like done in 90s Others ?

@kirubaakaran Managing Current Account - you either reduce imports or increase exports or sometimes both. I think the govt should double down their efforts to increase exports. Gold is a great hedge against a depreciating currency and inflation. x.com/krishan_sharma…

Why Modi Asked You Not to Buy Gold: The Real Story Behind the Headlines Prime Minister Modi asked Indians to stop buying gold for a year. Government raised gold import duty from 6% to 15%. Gold prices in India tanked. Most people are wondering what just happened. Here is the full story: Imagine your family budget. Every month money comes in through salary, goes out through groceries, fuel etc. If money going out is more than money coming in, your family is running a deficit. You either dip into savings or take a loan to cover the gap. A country works exactly the same way. Money comes in through exports, IT services etc. Money goes out through imports of oil, gold, foreign education, and tourism abroad. When money going out is more than money coming in, the country runs a current account deficit, or CAD. India's CAD widened to $13.2 billion. Why the sudden deterioration? Ongoin Iran war pushed crude oil from around $70 to above $107 per barrel. India imports 85% of its oil. India's oil import bill jumped to $173 billion in FY26, a 111% increase. Every $10 rise in oil prices adds roughly $13 to $15 billion to India's import bill annually. Indian households started buying gold like crazy. Gold demand hit a record $25 billion, nearly double the previous year. When India imports oil or gold, Indian buyers need to pay sellers in dollars. To get dollars, they sell rupees. The more rupees being sold for dollars, the weaker the rupee becomes. A weaker rupee makes imports more expensive. More expensive imports widen the CAD further. A wider CAD pressures the rupee more. This is a self reinforcing loop, and once it starts running, it is hard to stop. The government cannot reduce oil imports. We need oil to run day today life of millions. But gold? We can technically live without Gold, at least for a year. India already has 34,600 tonnes of household gold worth $3.8 trillion. The RBI has 880 tonnes. Adding more gold to that pile does nothing productive for the economy. It just sits in lockers. This is not anti gold policy. It is pro rupee policy, which is in your interest too. Because if the rupee crashes from 95 to 110, everything you need to live, fuel, food, medicines, school fees, foreign trips, all become 15% more expensive at one go.

Let's see what this does to #USDINR #gold #silver

@badjourno 💯 Last mile connectivity, parking, frequency, capacity etc. need a lot of planning. I am not against metro but I think most of the Indian cities are getting it wrong. x.com/atvamc/status/…

A 200K-view X storm over one journalist's commute math — where the real problem got buried. About India's public transport systems that don't talk to each other, UMTA a concept more than a body, and the VIPs cycling to office post-austerity announcement arriving with the exact same cavalcade, just slower. The last-mile problem is real. The photo op, however, is eternal. x.com/badjourno/stat…

Decided to be a good citizen. Inspired by PM’s call for austerity, left the car at home. Auto to the Metro station: ₹30. Metro ticket: ₹30. Feeder bus for the last stretch: ₹20. Total one way: ₹80. Return journey: another ₹80. Grand daily total: ₹160. My car gives 14 kilometres to a litre. Office is 7 kilometres from home. Roughly ₹100 a day, door to door, including the petrol and the quiet dignity of arriving without fuss. Public transport, in other words, costs me ₹60 more than driving myself. Per day. In a city with a functioning Metro. This is what we call last-mile connectivity gap — the small, unglamorous gap between the grand infrastructure and your actual front door. Austerity, apparently, is for the commuter alone. The PM travels by motorcade. The last I checked.

@Ashish1Nanda Ever heard - practice what you preach?

Nothing wrong in the prime minister of a country guiding its citizens to not take such actions that weaken the domestic currency. Isn’t it good to be judicious about fuel consumption. Neither anything wrong in being conscious about buying gold. Buying Indian has to be promoted at all levels. One can decide to agree. One can decide to disagree. This is just an appeal. This is not in any manner mandatory. After-all we are in a difficult times. While these times shall also pass, but tough times when they last, need tough actions. Let’s avoid what can be avoided. Let’s do what needs to be done. But the fact is that we can’t just keep quiet, take no action and let the currency weaken. This is our battle.

@badjourno Public transport costing more than its private counterpart, not to mention the time premium. This begs a different question(s) all together. Is ₹30 the minimum fare in your metro?

@sreenivasan1930 @badjourno Wait, what? Walk? One should consider themselves lucky if their city is pedestrian friendly. Drivers without traffic (or civic) sense, invisible or occupied footpaths and garbage are common sights across many cities.

@badjourno You can walk ..you will get your 7000 steps one way .Checkout NY...

@AskZerodha Thanks for your response. Nudge isn't showing up on either exchange now.

@atvamc Hi, the iNAV-based nudge is triggered only when an ETF trades at a premium or discount of more than 0.25% compared to its iNAV. It isn’t exchange-specific. Could you please recheck once? At the moment, the nudge isn’t showing on either exchange.

@zerodha Can you shed light on your Nudge for ETF's iNAV? Why would Nudge show up on BSE order placement screen but not on NSE's? Wouldn't an ETF's iNAV be independent of the exchange?

@ravihanda ₹ has been falling almost continuously atleast since 2017 when it was around 65. At what point in the last 9 years we thought this was it?

Next time someone talks about investing outside India, send him this video. Now is not the time to diversify / send money outside of India. Rupee has fallen drastically. US markets have moved up drastically as well. You are, unfortunately, too late. Don't give in to the FOMO. Stick to your plan. There will be a time when Indian markets will outperform US markets significantly. That is when you plug the gap, if any in your portfolio. May be it happens in next 6 months. May be after 5 years. You will live with this portfolio till you die. Don't make a decision on what happened in last one year. x.com/ronitper/statu…

@drsunita02 ORR is great. Rest areas are the only downside to it. Public peeing is a strict no-no. ORR or a గల్లీ.

ORR is not the place to stop for peeing. No, ORR plants don't need the nutrients from your urine to grow. If you really want to pee, take an exit, pee wherever you want and enter the ORR again. Road accidents happen on ORR due to unauthorised vehicle stopping (inaddition to other issues). #DriveSafely

@InvesysCapital @AashishPS Second paragraph - 💯 Function of "hindsight is 20/20".

Historically factories had never closed & corporates had never reported massive losses before Covid Every past correction loos like an opportunity, Only present one looks like end of world as said by @AashishPS at Prudent Conclave last week 🙂