ConsistentCompounder
5.1K posts

ConsistentCompounder
@CompoundConsist
Lifelong learner. Value Investor & FnO Trader. Consistency is the name, Compounding is the game. Risk Mgmt is the holy grail.

Just IN: Pakistani fighter jets spotted over Bandar Abbas, Iran, to escort the Iranian delegation to Pakistan safely. — Pakistan Air Force has established a "protective shield" across Iran and Persian Gulf supported by fighter jets & AWACS to protect Iranian delegation from any misadventure by Israel. — The Iranian delegation, likely led by speaker of Iran's parliament, will arrive in Islamabad tonight for talks with US.

Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.



What is actually healthy but people think is not?


Feeling genuine second-hand pain for Pakistan. What could have been a REAL diplomatic masterstroke has been exposed as a case of a slave-state taking orders from its master. @CMShehbaz copy-pasted the instructions he received from the White House still marked “DRAFT” 😂😭





















