@kaushal3

3.5K posts

@kaushal3

@kaushal3

@kaushaal03

Katılım Ocak 2018
260 Takip Edilen39 Takipçiler
@kaushal3
@kaushal3@kaushaal03·
@TA_Purvesh Hostile Takeovers have never been successful in Bharat🤣🤣
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Buggy Human
Buggy Human@SridharanAnand·
If you haven't written an open letter on how to run the country, are you even a sell side analyst?
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@kaushal3
@kaushal3@kaushaal03·
@goindiastocks Write an similar open letter to all the top 5 IT service Co's and the big industrial houses, if you have a spine.
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GoIndiaStocks.com
GoIndiaStocks.com@goindiastocks·
Bernstein just wrote an open letter to India's Prime Minister — and it is asking some hard questions. (23rd April India Strategy note) 👇 1/ The employment question is existential, not cyclical - India's 10–15 million strong IT/BPO workforce — the backbone of the aspirational middle class — is directly in Gen AI's crosshairs. Manufacturing can't absorb the slack at current trajectory. The real question: does the next growth leg create engineers and product builders, or mostly drivers and delivery staff? 2/ Agriculture is stuck in a 1970s policy loop 42–45% of the workforce. 15–16% of GDP. - Below 1-hectare average holdings. Monsoon-dependent farming. Loan waivers instead of reform. The farm laws rollback made things harder, not less necessary. Rs 3–4 trillion in annual input subsidies need to shift toward post-procurement income transfers — and cold storage/logistics investment is not optional anymore. 3/ India risks becoming a permanent AI consumer, not a creator - Data centers are not a strategy. India doesn't own a single frontier AI model. If Indian data keeps training US and Chinese models while domestic capability goes unbuilt, the IT services sector hollows out with nothing to replace it. Bernstein's ask: fund domestic foundation models, build compute capacity, and push global AI companies to list in India — sharing value with the public. 4/ Manufacturing ambition keeps outrunning manufacturing depth - PLI created momentum, but the share of manufacturing in GDP is still stuck at 16–17%. Even in EVs, battery cells — 30–40% of cost — are largely imported from China. The pattern of late entry into industries after global supply chains are already formed needs to break. The next bet must be placed before the race is lost — automation, robotics, advanced materials, AI-integrated manufacturing. 5/ Cash transfer schemes are quietly crowding out capex - Women-only cash transfers across a dozen-plus states now total Rs 1.7–2.5 trillion annually — roughly 0.5% of GDP — and rising. In some states, these schemes absorb 2–3% of GSDP, squeezing infrastructure budgets. Bernstein isn't saying scrap them — targeted support has a role. But election-synchronised, unconditional, permanent transfers risk locking India into a low-productivity equilibrium where taxes fund today's consumption instead of tomorrow's capabilities. 6/ R&D spend of 0.6–0.7% of GDP is not a serious number for a country with semiconductor ambitions Merit-diluting reservation policies are hollowing out research institutions. Without fixing the talent pipeline and funding base, aspirations in AI, deep tech and semiconductors remain exactly that — aspirations. Bernstein's closing line: "India does not lack capital, talent, or ambition. What it requires now is a sharper willingness to take difficult decisions early, rather than defer them. The window to act is still open, but it is narrowing." #nifty #india #stockmarket #investing -------------------------------- Informational only. Not investment advice. Investments subject to market risk. | GoIndia Advisors LLP | SEBI Registered Research Analyst | Reg. No. INH000020040 | SEBI (RA) Regulations, 2014. For Serious Investors → goindiastocks.com Follow us for more insights.
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@kaushal3
@kaushal3@kaushaal03·
Someone somewhere should take matters into their their hand & teach them a painful lesson
Someone somewhere@thakursameers

@ZZoariah The irony, talking of annihilation of a religion where it is in majority and still accepted as a discussion topic. Imagine what will happen if they decide to take things in their hands. The majority.

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@kaushal3
@kaushal3@kaushaal03·
@JackRangaswami Add various ladla-ladli scams & free rations for vanchit/sochit
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@kaushal3
@kaushal3@kaushaal03·
@JackRangaswami No student should be allowed to go to Paki/Kanglu land for higher education.Also stop giving them visas, be it medical/ tourist etc
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Jackirat Singh Rangi-Swamy
Jackirat Singh Rangi-Swamy@JackRangaswami·
This is your 100th installment of what the f was going on in India re:Kashmir pre-Modi. Pakistan was giving subsidized medical education to relatives of terrorists and sending them back as doctors and they were absorbed into hospitals in Kashmir. theprint.in/ground-reports…
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@kaushal3
@kaushal3@kaushaal03·
@riteshmjn Hope this turns into reality in next 2 years
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@kaushal3
@kaushal3@kaushaal03·
@Normal_2610 is it an Technology transfer or just assembling? Remember , Reliance was denied technology transfer by Chinese Co/ Govt.
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Normal Guy
Normal Guy@Normal_2610·
GPIL signed huge 5-year deal with big China company EVE Power, to make 20 GWh of storage systems of about $1 billion :) Your factory needs electricity to run machines. Every month you get an electricity bill from the government power company (called DISCOM). Let's say your bill comes to ₹10 per unit. That's expensive. It eats your profit. What these days Corporate doing, if yu read their filings is: There is Rule 3 of the Electricity Rules, 2005 (under the Electricity Act, 2003). To be called captive generating plant and get the benefits, two conditions must be met: The consumer (or group of consumers) must hold at least 26% of the equity of the power-generating company. That same consumer must consume at least 51% of the power generated annually. If you have skin in the game (26%) and you actually use the power (51%), then we'll treat you like you built your own power plant — even though you didn't. And we'll waive all the taxes we normally charge for using the grid." When you buy power from the regular grid (DISCOM), your bill has these layers: > Base energy charge > Cross-Subsidy Surcharge (CSS) > Additional Surcharge (AS) CSS + AS alone can be ₹1.5–2.5 per unit on top of base cost. That's why industrial tariffs are so painful. The captive structure waives CSS and AS completely. This is the legal bypass. The rule is - If you want to buy cheap solar power directly (not from DISCOM), then you must own at least 26% of the solar plant. And you must use at least 51% of the power it makes Small investment → You only pay for 26%, developer pays 74%. Very capital-light. Government blessing → If you own 26%, government waives extra taxes (called CSS and Additional Surcharge), making it even cheaper. That is why everyone is doing it: UltraTech Cement → 26% in a solar SPV Jindal Stainless → 33% in a solar SPV JK Lakshmi Cement → 26% in a solar SPV Motherson → 28% in a solar SPV GACL → 26% in a solar SPV Concord Biotech → 26% in a solar SPV Sanathan Textiles → 26% in a solar SPV Now Yu have to Connect this with Demand of Green Energy, BESS, why GPIL did partnership with China & How factories cutting cost. labour code will be discounted here One have to Understand there will super demand for the next 5 year for energy and Battery is Bottleneck :) GPIL know what game they are playing, from experiment to Scale up :) One business is cash cow will fund the other :)
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@kaushal3
@kaushal3@kaushaal03·
@Venu_7_ if crosses the cloud, it may touch 7500, if reversed, then 6262
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Venu
Venu@Venu_7_·
@kaushaal03 i don't understand what he is saying though!
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Venu
Venu@Venu_7_·
$SPY - looks like we’re starting to establish a new uptrend, similar to post-April 2025 & all we need is strong close today! If you think gaps must fill immediately, take this as a lesson. As I’ve been saying - as long as we hold last Monday’s lows, no reason to be bearish.
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Venu@Venu_7_

some might think gaps must fill immediately Reality: gaps are often bullish. They can fill in a week, a month, years - or never. Some gaps stay open for decades. The idea that “all gaps must fill quickly” is simply wrong.

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Dr. Ruchika Sharma
Dr. Ruchika Sharma@tishasaroyan·
Apart from the fact that the question of whether Iranian or Indian civilization is older is a juvenile contest, this post is so historically inaccurate that it's giving me an aneurysm. So I have to put things right, bear with me! 1) There is no record of Iranian migration out of India. This statement is so idiotic and repeats the age old lie of Aryans migrating from India and not to India. That the Aryans migrated to India is now an undisputed fact because of latest genetic studies, read here (science.org/doi/10.1126/sc…) 2) Indus Valley artefacts don't date back to 7000 years. How are some Indians such fails at history?? The IVC starts from 2300 BCE onwards, so the artefacts are less than 4000 years old. Even sites before IVC like Mehrgarh and Mundigak (know more here youtu.be/FEBTUWs5ovk ) would not be more than 5000 years old 3) Iran's Zagros Mountains were part of the Fertile Crescent, the place where agriculture first came up 10,000 years ago. Read more here (openthemagazine.com/columns/civili…) 4) So if we take the coming of settled agriculture as a benchmark for the beginning of human civilisations then Iran (and all other areas of the Fertile Crescent) takes the cake. Although such competitions are very kindergarten in nature. That's all! Stop giving me aneurysms, start reading good acad books on history!!!
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Tanvi Ratna
Tanvi Ratna@tanvi_ratna·
Something in that message isn’t meant for Americans. Once you see it, the whole thing reads differently. If Trump just lost it, he would have tweeted irresponsibly during the rescue operation. He didnt. "Praise be to Allah" is for the Iranians and this tweet will have multiple impacts as I detail out below. There are already reports negotiations have begun for real. If there isn't a solution before Tuesday it will get ugly. x.com/tanvi_ratna/st…
Tanvi Ratna@tanvi_ratna

START OPERATION: [01] Baseline picture — U.S. spends millions to recover one airman [02] Counter-picture — Islamic Republic killing its own, using civilians as cover [03] Strategy selected — Tweet level: unhinged [04] Message deployed — outrage, global wall-to-wall saturation within minutes [05] Threat defined — “Power Plant Day,” “Bridge Day,” Hormuz deadline [06] Iranian decision point — bluff or real? cannot take risk [07] Rapid mobilisation — missile defense up, mines laid across approach pathways [08] IRGC posture hardens on Strait/ GCC - panicked escalations, no room for slow interpretation [09] CENTCOM / allied ISR — real-time visibility on all movement [10] Operational readiness rises — forces move to immediate standby [11] Internal Iran battlespace CIA / Mossad amplification underway “Value of one life” narrative spreads (pilot rescue) “Praise be to Allah” — signal for Iranian regime opposers, not Americans [12] Message line — U.S. trying to cut a deal, minimize civilian harm. US values human life. [13] Tehran response — nobody cares. Global media drowning in outrage over tweet COMMS IS NOT OUTSIDE OPERATIONS COMMS IS AN OPERATION This is war

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Visioner
Visioner@visionergeo·
🇺🇸🇮🇷🇮🇱 BIG | Israeli Channel 12: New details have emerged about the rescue of the American F‑15E navigator shot down over Iran. The officer was unconscious with a concussion and did not transmit a distress signal initially. He made first contact at 12:00 on Friday, climbed to the highest point to avoid detection, walked 10‑12 kilometres and hid in a crevice, from where he sent precise coordinates on Friday night. Israel refrained from striking in the area and provided intelligence. During Friday and Saturday, Israel was asked to assist with air superiority and struck relevant targets. U.S. forces seized a farm 18 kilometres from his hideout, landing two aircraft and small helicopters. The helicopters extracted him from the crevice and returned him to the farm. During takeoff, two C‑130s became stuck in sand; three smaller planes were called to evacuate the navigator and special forces. Fighter jets then bombed the two stranded aircraft to prevent capture. See the latest updates with us: @visionergeo
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Harsh / 허쉬
Harsh / 허쉬@_Harsh_Mehta_·
Everyone must get an equal chance for education.. Why not open separate colleges for General Category, SC, ST, OBC etc? Only General Category students will be allowed in their college, guided by only General Category professors... Similarly only SC, ST, OBC college for these students guided only by their own professors. Sab ko ek hi college mein mix kar ke faida kya hai? Every one must have equal chance for education.
Gems@gemsofbabus_

🚨 Odisha Govt raises quota for STs, SCs; introduces reservation for OBCs in medical and technical education. ST : 12% to 22.50% SC : 8% to 16.25% OBC : 11.25%

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POSITIVITY
POSITIVITY@PositivitySaid·
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@kaushal3
@kaushal3@kaushaal03·
@vinodsrinivasan @aaahuja67301734 What happens when exports fall or stagnate? Most of the exports also have an good chunk of imported inputs. And also remittances drop..
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Vinodsrinivasan
Vinodsrinivasan@vinodsrinivasan·
Less than you think, more than the headlines admit. The rupee is under structural pressure but India’s fundamentals, growth, domestic consumption, capital markets depth, are still intact. A weaker rupee hurts imports and purchasing power but it also makes exports more competitive. The real risk is if oil stays elevated for 12 plus months. That is when it gets genuinely uncomfortable. Not there yet.
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Vinodsrinivasan
Vinodsrinivasan@vinodsrinivasan·
Update on the RBI rupee story. New data just in that changes the scale of what RBI is actually up against. Thread 2.
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Gandalv
Gandalv@Microinteracti1·
She knows it’s going to be a terrible night
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@kaushal3
@kaushal3@kaushaal03·
@JuniorSahney scrap all the freebies/ revdis ..will reduce the fis deficit
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Ketan Sahney
Ketan Sahney@JuniorSahney·
@kaushaal03 To save rupee — ease FII entry barriers, rework Make in India to bring FDI and boost exports, become energy reliant to reduce import bills. Can't happen overnight. But need to show intention.
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Ketan Sahney
Ketan Sahney@JuniorSahney·
To stem the fall in INR, in 2025 RBI disallowed retail to trade currency, and now in 2026 they have capped banks trading in forex, and have asked them to reduce their open positions. All this under the banner of reducing volatility and saving the rupee. RBI should know that such steps are just intermediate and won't last beyond a few days. If you want to save the rupee, then save the economy. Such intermediate forex steps will only add more uncertainty.
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Subramoney.com
Subramoney.com@pvsubramanyam·
Kashmiri Hindu homes ko Khali tho karao @BJP4India Relocation is next step
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