Viral

It was a great experience to deliver a training session on Commercial Lending Decisions. Thankful to all the participants for making the sessions interactive & interesting! @AxisBank @DNB_India #creditanalysis #creditrisk #banking #lendingdecisions #corporatefinance

Where does the accountability of #neetexam paper leak lies? @PMOIndia @narendramodi Why playing with future of lakhs of innocent students? Time to revamp the education ministry @EduMinOfIndia

#hoysaleswara #halebidu

@srisiv1 Yeah this is the moot point. If the overall earnings are getting stagnant, difficult to justify premium multiple. So flows will be diverted to markets that are generating better alpha in earnings. Everything else is noise.

Why FII’s r selling : Some data : PAT expected for the current year : Samsung : $250 bn SK Hynix: $150 bn TSMC : $ 100 bn India Inc. : $200 bn

#spiti #theme_pic_india_nature

Information asymmetry played a big part.

Twosday Tuesday #them_pic_india_birds

@Iamsamirarora Frequency of hit jobs are consistently rising.

This is from the article of April 2nd. Source: Biased, baseless, Bloomberg

#profound Loved this @kamleshksingh

#maaganga 🙏 #theme_pic_india_riverside

@KarulkarSameer Waah!

Throwback Pic Found one. 10years back. Everything that cannot be seen has changed. Rebuilding 🧬 🪜🪴

Interesting perspective.

gaadi chalegi to hwaa lagegi…

@abhishec_s There is absolute clarity that things will remain unclear!!

Is there "clarity" today? Markets up 3.5%. A few days ago the question was: "Why not wait for clarity?" Is there clarity today? What changed? If POTUS becomes best friends with the Supreme Leader next week and markets are up another 10%, will you invest then? Post 14% rally? With clarity? And if you do invest then and the conflict flares up again in two weeks? There is no clarity. There never is. If you are well diversified, running proper asset allocation or doing long term systematic investing, a 15% or even 30% move is not a crisis. It is the price of admission. You should expect it. But many investors save 5% to 10% of their portfolio each year, or come into some money, or find their asset allocation has drifted for whatever reason. They face the question of when to deploy. For long term investments, good entry odds are all we can ensure. We shouldn't be too cute about it. When odds are favorable, increase your bet. If they become more favorable, increase more. Don't think in binary terms. Don't ask "should I go from 60% to 80%?" Can you go to 62% then can you go to 68%? 75%? Gradually. Continuously. Without waiting for a clarity that will never arrive. The only approach that reliably beats this is a systematic, rule based, pre committed allocation. And that works precisely because it removes you from the decision.

#trailtuesday #theme_pic_india_path

@monikahalan @RBI @nsitharaman Absolutely.. this looks like an attitude steaming from over confidence of mis-selling on foreign shores after relentless mis-selling practice in domestic market. Very unfortunate.

I wonder what the Dubai regulator would say about the way banks mis-sell in India. Poor reflection on the Indian regulator to not stop this practice, not just in AT1 bonds, but in so many other products. @RBI @nsitharaman

"Everyone's watching oil. No one's watching helium - and the impact on the AI buildout. Chip fabs can't run without helium. @MParekh: "Even if the war stops tomorrow, we're going to have less helium for the next two years, which means... data centers get delayed." #StocktwitsTV