
Rishi Kothari
4.1K posts

Rishi Kothari
@rk_99
#Tech #SidhSamadhiYoga #Reiki #Nation1st #QPFP®#CTEP® #Law #Tweets/RTs/Views are Personal, Not here to sell/advertise/promote/endorse Anything,Nothing is advice


Earlier my full tank used to cost ₹3300. Now the same tank costs ₹3567. That’s already ₹267 extra. But the real damage is mileage. Earlier: 16.5 kmpl average Now: 11.5 kmpl average If I drive 1,650 km a month: Earlier fuel needed: 1,650 ÷ 16.5 = 100 litres Now fuel needed: 1,650 ÷ 11.5 = 143 litres Extra fuel consumption: 43 litres more every month. At around ₹101.90/litre, monthly extra expense = ₹4,382 more. So effectively: ₹3300 tank became ₹3567 + ₹4382 extra monthly fuel burn because mileage crashed. Middle class is paying more money to travel the same distance.



Indian businesses face 1,500 laws, 69,000 compliance protocols & 6,600 filing mandates. Economists call this “regulatory cholesterol”. Dissolving this cholesterol is essential for India to build a modern economy. My @openthemag column. Latest issue on newsstands.


According to the Charaka Samhita (Sharira Sthana, Chapter 4), around the 4th month of pregnancy, the fetal heart & the maternal heart become deeply synchronized through the Maha-Vatavaha Siras (major neuro-vascular channels). Mother enters the stage of Dauhridini (the one with 2 hearts). In Vedic physiology, the heart (Hridaya) is considered the physical seat of consciousness (Chetana) & the mind (Manas). When the fetal consciousness connects to the mother's cardiovascular & nervous systems, the mother's mind is forced to share its resources. The shrinking of her standard gray matter volume is the physical manifestation of her mind stepping aside. It dials down its everyday analytical processes (forgetting a grocery list) to allow a hyper-specialized, intuitive & protective emotional intelligence to take over. The Nature Neuroscience paper emphasizes that the number of brain cells does not decrease; rather, the gray matter reorganizes into a more streamlined, efficient shape. In Ayurveda, this precise balancing act relates to Ojas (the ultimate vital essence of physical immunity and mental clarity) & Prana (the lifeforce governing the nervous system). During pregnancy, a massive portion of the mother’s Ojas is diverted from her own localized brain functions to construct the tissues & subtle sensory faculties of the child. Because Ojas is finite, the mother's brain temporarily trims its non-essential daily processing requirements. It streamlines itself, becoming a protective shield.

Indian businesses face 1,500 laws, 69,000 compliance protocols & 6,600 filing mandates. Economists call this “regulatory cholesterol”. Dissolving this cholesterol is essential for India to build a modern economy. My @openthemag column. Latest issue on newsstands.







- All 4 people were on different Vande Bharat trains. - All 4 people had window seats. - All 4 people were seated next to a kid and his father. - All 4 people had the worst journey experience. - All 4 people clicked the same photo. What a coincidence!

🚨CHAIRMAN BANNED. IS RAJESH EXPORTS THE ONLY "SUSPECTED FAKE NUMBERS REPORTING COMPANY", HIDING ACTUAL DATA OF FOREIGN OPERATIONS? DEAR SEBI @SEBI_updates : MAKE IT MANDATORY FOR AUDITORS TO LIST THE SUBSIDIARIES along with their REVENUE, PAT AND ASSETS in tabular form in Consolidated Audit Reports and confirm that the full financial of the subsidiaries INCLUDING FOREIGN ONES have been published at company website. There are many companies with negligible Indian income, possibly reporting "fake foreign revenue: year after year, WITHOUT ANY SCRUTINY to dupe investors. The AUDITORS simply state, they have not audited foreign SUBs and just got these numbers from the Management. Example of Not Revealing Subsidiary Financials: SAR TELE VENTURES - No record of SAR Televentures FZE FY26 or previous Results at SAR TELE website, as on date (Same violation has got RAJESH EXPORTS CHAIRMAN banned from market) There are many companies reporting foreign income WITH ZERO RECORDS to establish credibility of the reported numbers. INVESTORS ARE AT RISK if SEBI suddenly acts on such companies. (Remember BRIGHTCOM)


Owing to the limits on word count, a few important things were left out from the original version: What most people don't know probably is that our FDI is not the way it is perceived: around 70-75% of it is VC PE money! By no means can that be called stable capital . It is completely frisky and promiscuous. And that is exactly why to look at gross FDI and then say that net FDI will improve because poor stock market conditions will not allow exits, is under-analysed. VC PE capital will almost always result in a low net FDI figure down the road when they exit at multiples of their initial investments in aggregate. To illustrate, if we get 50 billion dollars in VC PE inbound FDI this year, you can be pretty sure that, 5-8 years later, at a dollar CAGR of 12%, will become ~ 110-125 billion USD exit. And if Indian equity markets go into a prolonged bear market, then you can be pretty sure that gross FDI will also decline because path to exits is critical for VC PEs and they are the majority of our FDI. They will not commit more capital to a country with poor equity markets. So our FDI is entwined with our FII and equity markets. ( By the way, ab to even old mfrg cos exit eg LG, Hyundai, now Coke. Where else will they find idiots in these large numbers?) Our 6 months Import Cover : a stress test ratio Secondly, there have been a few people, like my dear friend @deepakshenoy, saying that we must use net import figure in order to see where we stand on the FX reserves adequacy front. We use total imports because import cover is meant to answer a very specific stress-test question: “How many months of all necessary import payments can the country keep making if forex inflows stop or get disrupted?” Because total, not net Imports are actual foreign-currency obligations that must be paid in full. Exports may bring in foreign exchange later, but that cash is not guaranteed to arrive exactly when payments are due. So import cover measures the reserves needed to meet gross external payment needs, not the economy’s net trade position. That's Why net imports can mislead. If you used net imports, a country with large exports could look safer even if it still has huge gross import bills every month. That would understate liquidity risk, because reserves are used to settle the import side directly, while export receipts are uncertain in timing and may not be fully usable for immediate payments. Simple example Suppose a country imports $100 billion a month and exports $80 billion a month. Net imports are only $20 billion, but the country still needs $100 billion upfront to pay suppliers. If reserves are $300 billion, the import cover is 3 months on total imports, not 15 months on net imports. Practical reason Central banks and institutions like the IMF use import-based reserve adequacy because it is a conservative, easy-to-compare liquidity metric. It reflects the minimum foreign exchange buffer needed to keep trade flowing during a shock. A good shorthand is: reserves must pay gross bills, not just the net difference after receipts. Macro management is all about being very very conservative because the external sector cannot tolerate any slip ups: the world is absolutely unforgiving when it comes to foreign exchange crises, as I have mentioned in my article. Stock market crashes don't matter much from a macro stability stand point. Meanwhile we lost, almost a billion dollars yesterday in F2 selling. And there is news that We sold some gold. That buy itself is not problematic: the problem is if We sold it because America told us not to sell T Bonds. That shows a closer step towards the Complete Colonisation of India by America . ( Wait for my next piece on this). F2s, by the way, still have around 750-850 billion still left. And that is more than 100% of our rented FX reserves ( this is a light hearted comment not deep macroeconomics, by the way)


Google which is cash surplus, just announced an additional capital raise of $80 bn. Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together. It’s a wake up call to all companies to invest into the future, whatever the present maybe. Now that IPL is done and dusted, time for India to focus on business of business.


Great decision by @narendramodi to reinstall in the rendition of Vande Mataram the sacred stanza removed by Nehru on Jinnah’s demand. We are not allowed to reclaim our land, our schools, our laws, our temples, even our festivals. At least we have reclaimed our song. My views:

Google which is cash surplus, just announced an additional capital raise of $80 bn. Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together. It’s a wake up call to all companies to invest into the future, whatever the present maybe. Now that IPL is done and dusted, time for India to focus on business of business.






