Rajasekar Maruthasalam

13 times. That is how many times I won Zerodha's 60-Day Profitable Trading Challenge. Most traders cannot survive 60 days profitably even once. I did it 13 times straight. Here is what I learned. 🧵

@anton_chigurh8 @___message___ Bonds will be held for 10 years to 30 years. You are going to prove this in just 15 days? Nonsense.

@FunTechAcademy @___message___ Nonsense And I will be proved right in just 15 days

India just made a silent move that could bring ₹2+ lakh crore back into the country. Most people haven't noticed it yet. But if you have money in FDs, mutual funds, or stocks — this affects you directly. Here's what happened and what it means for your money 🧵

@IamManishArora Multiple times even effective yield was lower than this foreign investors invested in Gsec. Kindly Google it from your end. If you don’t find answer then I will provide.

@FunTechAcademy Great analysis but it just covers one side of the coin. US bond Yields are at ~5%, G secs in India gives rate of 6-7%, factor in the currency depreciation and effective Yield which FII will earn comes below 5%. So why FIIs will leave US bond market and invest in Indian G secs?

@BishalBaishya7 😅

@FunTechAcademy Can we be sure there is no vested interest of yours with govt. media & pr cell while making this post?

How long-term investors actually think A pension fund or sovereign wealth fund is not running a one-year currency-adjusted return model. They are asking one question: which economy will be significantly larger 20 years from now? India is one of three or four answers globally. S&P upgraded India's sovereign rating for the first time in 18 years, projecting 6.8% GDP growth over the next three years. Real GDP growth averaged 8.8% between FY22 and FY24 — highest in Asia-Pacific. Even with 3.5% annual rupee depreciation, India's GDP in USD terms still compounds at 7–8% per year. The bond is a ticket to that platform — not just a coupon. What the tax exemption actually unlocks Previously, FPIs paid 20% withholding tax on interest income plus 12.5% capital gains tax on G-Secs. Removing this addresses the single biggest friction point for sovereign wealth funds, pension funds, and insurance companies. Deloitte estimates this increases FPI returns from Indian G-Secs by 15–20%. And now with 15, 30, and 40-year FAR bonds made accessible, patient capital finally has the right instrument — a 30-year bond is not a trade, it is a conviction bet on India's trajectory. What history confirms Since August 2020, overall FPI equity assets grew ▲139.5%, but sovereign wealth fund investments grew ▲155.2% — they were the most consistent accumulators even during years when short-term traders were selling. That pattern will now repeat in the bond market. The tax exemption plus long-tenor FAR access is the structural trigger.

@FunTechAcademy Why would they buy if yields have fallen and the benefits of those tax breaks neutralised?

@sammy_wills Safe returns

@FunTechAcademy What is the profit for fii after rupees depriciatipn against dollar

@stocksbyrishabh Investors can read my profile 😅

If you're stuck in any stock, Drop the stock name below. I'll give my honest view: Hold Exit Add More DM to join my Short-Term Investment Group #nifty #stockmarket

@EnlightenedOaf Diversification

@FunTechAcademy What a toolkit sirji... Pls do explain why wld somebody buy a gsec in India when you r getting 4.6% in The US treasury n 5% plus on a 30 yr treasury Why would I take a forward cover premium risk of 3% n invest in a 7% paper Your math is not mathing

@rashdeshpande 16th June we will come to know. Let’s wait for 10 days

@FunTechAcademy What if US increases interest rates?

@rkputcha I posted today. Bookmark and come back after 3 months. Don’t comment before you see the result. As of now you also don’t have evidence for you stand.

@FunTechAcademy You are raking up an imaginary past which I didn't even mention. Maybe read first?

@AjitVMurur Strongly agreed 👍

@FunTechAcademy There are few other changes to attract Foreign Currency Deposits from NRIs, ECBs made more attractive for PSUs. All of them also add up. We shd see INR gaining strength now

@rkputcha How long you want to talk about past? If you have better knowledge to resolve then post it.

@FunTechAcademy This is a delusional take. India's stock market is amongst the worst performing right now. The state of the economy suggests growth is a distance away. Removing LTCG tax will likely cause more selling.

@chindichor You can provide your analysis as solution.

@FunTechAcademy Removing tax is never a solution for capital flow. Because RBI can always decrease interest rates for government to borrow more so if fiscal is going to increase the problem doesn't go away.

@___message___ I can’t comment on political party. I always go with data. My data or my analysis sometimes fail also. You can consider well experienced analyst and take decision. Thank you

@FunTechAcademy You act like govt figured out g-spot of economy. Nothing changes. More mehtas and modis will keep cheating the nations with scams. More FIIs flee, trust in our economy is failing as we speak. Domestic investors are thrown to the market wolves to be torn apart.

@anilkgarg1015 Welcome ❤️ If you really feel my analysis are helpful then FOLLOW and REPOST for better reach.

@FunTechAcademy Excellent Analysis sir. Thanku. 🙏

@nprahil This will drastically reduce and move it as positive soon.

@FunTechAcademy Bhaisaab. Aaj bhi fii 8k cr bech kar gaye hai.

India G-Sec yield: 7% US Treasury yield: 4.46% Gap: +2.54% in India’s favour Before today → US funds paid 20% tax on interest + 12.5% LTCG. That gap vanished on paper. After today → Zero tax. That 2.54% spread is now fully pocketable. Yes, rupee risk is real. But pension funds play a 10-year game, not a 1-year game.

FIIs have been granted tax exemption on G-sec. If you are an Indian stock investor, you need to know this:- First, you need to understand how much benefits FIIs will get:- FII invests ₹100 crore in Indian G-Secs Assume: G-Sec yield: 7% per year So interest earned: ₹7 crore Held for 2 years, then sold at a profit of ₹5 crore BEFORE (old regime): Tax on interest income (20%): ₹1.4 crore Tax on capital gains (12.5% long-term): ₹0.625 crore Total tax paid: ~₹2 crore Net take-home: ~₹10 crore on ₹12 crore earned AFTER (new ordinance): Tax on interest: ₹0 Tax on capital gains: ₹0 Total tax paid: ₹0 Net take-home: full ₹12 crore That's a ~17% improvement in post-tax returns on G-Secs. Now comes the interesting part:- Historical INR depreciation: ~3-4% per year on average. So real USD return = 7% - 4% = ~3% in dollar terms. US Treasuries yield 4.3% So this is still likely to be a net negative trade. Let's assume if this is wrong: and there is some money to be made for FIIs. In the short term, this pulls capital toward bonds, not stocks. What's your take?

@Westesthill Keep investing in equities. Good times are near

@FunTechAcademy As an Indian retail investor - what shall we do now?

@bhavin_hotmail Dollar will definitely lose its value in this quarter. If it doesn’t happen then US has to go stagflation zone.

@FunTechAcademy So simple my opinion is it will not come down.

@bhavin_hotmail Watching is different than knowing. Know it so watching will be more excitement.

@FunTechAcademy I will just watch dollar rates ……simple rules

What should you watch now? ✅ G-Sec yields — if they fall, the chain reaction is working ✅ PSU banks — bond portfolio gains incoming ✅ Rate-sensitive sectors — housing, NBFCs, auto ⚠️ Don't chase PNB Gilts now — already moved ▲6% One tax change. But the signal it sends to global investors about India is enormous. Save this. Share with someone asking "where should I put my money now?" 📌 For educational purposes only. 🔔 FOLLOW @FunTechAcademy for more such insights. ♻️ REPOST this thread if you found it useful.