India's Silliness Index is trading at an all time high. Key drivers : 1. Everybody wants Govt. to do massive Capex. But everybody also wants lower taxes & we don't want Govt to increase Debt/ GDP. Tau bhaiya, Capex ka paisa aakhir ayega kahan sey??? 2. Everybody wants the Pvt

Good analysis of the dollar.

"The Ghost of Rakesh Jhunjhunwala": I penned this the other night, responding to Gquants.com request. It's something I think about a lot. Baccha Party, very relevant for you! Batao, Kya samjhe crux, esp about the Math formula for Inv Genius? moneycontrol.com/news/business/…

Despite the 50% tariffs imposed by Trump, India's future is more trade & not less & why tariffs will need to go down. Here we go, a thread.

Here is precisely the problem I have with all analyses about India: everything is "After the Avent" analysis. It was patently clear after '24 Budget that the economy was going to slow down given the reduction in fiscal deficit % announced by the FM. It was also clear to any

#IN10Y is soaring While it's normal for Yields to fluctuate below 52WMA, the pace of rise & crossing 52WMA is surprising when Inflation & growth is slowing down. I am clueless.

Amazing stuff Neelkanth Mishra sir. Honestly Quite surprised to be learnt that an economist reading this level of war history. Expert Economist : Trump Has Gone Crazy! Trump Creating Chaos on Purpose... youtu.be/V8OpZyzha5U?si… via YouTube

I hope you are paying attention and able to separate noise from signal. This is Brave new world of investing snippet from Rabo bank daily.

🇯🇵 Japan’s Long End Reckoning and the Global Shockwave The surge in Japan’s 30 year government bond yield to all time highs is the unwinding of one of the most important anchors in the global financial system. For decades, Japan’s long end sat at the heart of global stability,

Heavy Trucks, Heavy Truths The Heavy Truck Index is one of those obscure but powerful leading indicators of real economic activity, it tracks demand for freight and logistics capacity, the literal backbone of goods movement. Historically, when the index rolls over, recessions

Has already backfired politically. If India does not refine Russian crude it will backfire economically and boomerang on US and EU in the form of higher oil prices and inflation.

"Within months 1/4 of the population was without work."

US Tariffs of 50% on India go into effect. The likely impact on labour intensive sectors per GTRI

1. Trump is gutting the State Dept,CIA & National Security Council, by driving out thousands, apparently to save money & jobs. #CutTheClutter looks at the administrative overhaul of US intelligence & security under Trump & how he could be borrowing tactics from China, Russia.

Prashant Nair Prashant Nair provides incisive analysis on various issues. I find his below post a must read. I've already reposted the original tweet. Here are the edited excerpts: 1. India faces one of the harshest tariff regimes in the world. JPM estimates India’s effective

After a long break, today I restart writing columns. Every Wednesday you can find me on Mumbai Mirror with my thoughts on Mumbai real estate.

Vishal Bhargava Vishal Bhargava is one of the real estate experts. Worth reading especially for those who think real estate prices never fall.

As India responds to tariff shock to improve competitiveness, power sector reforms are critical: The Indian Express: indianexpress.com/article/opinio… New facts: Electricity imposes a 100% tax on mfg. because middle class & rich households are heavily subsidised, almost as much as farmers

Tariffs, Inflation and Slower US Growth Explained | Open Dialogue | Epis... youtu.be/UDcTiHqdj9c?si… via YouTube

Bubble trouble. Stay rational in an irrational market..