Rajesh Kothari

@TVMohandasPai @narendramodi To become third largest eco, it will require huge equity invt from local+global. We need to abolish LTCG tax for both.

PM @narendramodi Sir our Rupee is getting hammered in markets, depreciated, causing big issues, increasing costs. One Big problem is heavy selling by FPI’s. Huge outflow of $. To remedy please waive capital gain taxes on New investments in markets by all registered FPI’s from now on for next 5 years, whether out of sale here or new inflows, and after 5 years the benefit will continue till they sell stocks invested over last 5 years from now onwards. This will stem selling, increase inflow, stop tax harassment and stabilize rupee. Even if ~20b $ comes in big benefit. Please consider. @nsitharaman @FinMinIndia @PMOIndia @RBI @NITIAayog @PiyushGoyal We need radical solutions to strengthen rupee, lower costs

Markets are debating slowdown. Earnings are showing divergence. Opportunities haven’t disappeared they’ve shifted across sectors. Stock pickers’ market. My views during recent interaction with @Nigel__DSouza on @CNBCTV18News youtube.com/watch?v=Zct4P5…

History repeats? Looks likely..

Should I invest now or wait? - most asked question this week. Crude rising. Geopolitics uncertain. FIIs selling. Comfort rarely gives opportunity. Join me today to decode signal vs noise. 📅 10 Apr | 4:30 PM 🔗 us06web.zoom.us/j/85222469074

In times like these, when conflict dominates headlines, we often mistake aggression for strength. But as Bhagwan Mahavir taught us- the greatest strength is Ahimsa (non violence). ✨ Wishing everyone peace and inner strength.

Congratulations Team India 🇮🇳 Champions are built on consistency. So are great portfolios.

🌸 Happy Holi! To brighter colours, stronger conviction & long-term compounding. Stay resilient. Stay QuAgile. 🌈✨ #HappyHoli

US–Israel–Iran tensions have increased volatility. History says this is temporary. Sensex has corrected ~10% on avg , recovering within ~38 days. In 2022 (Russia invasion), Sensex fell ~8% &,made new highs within 45 days. Markets react to fear.
They recover on fundamentals.

@Iamsamirarora Real Atithi Devo Bhav (Guest is God)!

Wow.

6/ Question for leaders of @Infosys @TCS @coforge @Wipro @hcltech Would you trade one dividend cycle for a decade of AI leadership? Who moves first? #IndianIT #AIRevolution #CapitalAllocation #Leadership #LongTermThinking

5/ Yes, some short-term dividend focused investors may dislike it. But long term capital would reward it. The bigger risk today is not slower growth. It is capital conservatism during disruption.

1/ India’s top IT firms generate ~$20bn in annual net profits. For 20 years the formula worked: High ROCE → Limited reinvestment → Dividends & buybacks. Disciplined. Predictable. Shareholder-friendly

Two X posts. One says “Intelligence Crisis.” Another says “Intelligence Boom.” Strong views from strong minds. My simple view: Don’t consume noise. Keep your antenna up. Remain QuAgile.

I read many interviews from the AI Summit but this stood out. “AI could give every Indian a 24×7 personal doctor, AI tutors for all, and PhD-level advice for farmers - at near zero cost.” — Vinod Khosla AI redefining prosperity.

@hcmariwala Fund Management is also something very similar! What matters to investors is Returns and not fancy jargons and stories.

Building a consumer business teaches you humility very quickly. The consumer does not care about your strategy presentation or your internal targets. The consumer only responds to relevance, value, and trust built over time. Every time we stayed close to the market, we made better decisions. Every time we assumed we knew better, the market corrected us. Business models will keep changing. Routes to market will keep changing. Technology will keep accelerating change. What does not change is the need to listen deeply, execute with discipline, and build organisations that can sustain performance over decades.

@Nigel__DSouza @Nigel__DSouza Congratulations on completing 15 years. From bull markets to crises, your steady voice has always stood out. Best wishes for the road ahead.

My Journey linkedin.com/posts/nigel-ds…

15 years at CNBCTV18! From covering market falls to bull runs, budget days to breaking news. Grateful to everyone who’s trusted me, every colleague who pushed me to be better & every story that taught me something new. Here’s to many more years of bringing you the markets!