khyati (@khyatisarvang) 's Twitter Profile
khyati

@khyatisarvang

Proud Indian. Financial markets = first love. External consultant- Strategy and risk management to corporates. Ex- KPMG . IIM C - Dip in Applied Finance .CA.

ID: 1280492806231011331

calendar_today07-07-2020 13:24:29

1,1K Tweet

2,2K Followers

370 Following

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History and data both pointing to a very unpleasant financial event a total reset sometime in the near future - hoard gold , short USD . #investing #macros

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The paradox of 2025-26 so far is that India’s strongest macroeconomic performance in decades has collided with a global system that no longer rewards it with currency stability, capital inflows or strategic inclusion.

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The beauty of it is that sometime in the future there will be a similar outsized advantage without corresponding effort. That’s the fun thing about balance and karma.

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Financial repression is the best case scenario for everything that’s going on n the world. In the past financial repression equities outperformed because they were at bankruptcy valuations, we are going into this with ATH valuations.

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War is not an unplanned patriotic / emotional / political response , it’s an economic catastrophe which is the epicentre and everything else is a domino effect.

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It’s been the most enriching experience Learning from Promila Agarwal Sandeep Parekh and industry veterans you can only dream of. The most diverse yet graceful cohort. Proud to be the first batch of WIDL at IIM A#womendirectors #learning

It’s been the most enriching experience Learning from <a href="/promila_agarwal/">Promila Agarwal</a> <a href="/SandeepParekh/">Sandeep Parekh</a> and industry veterans you can only dream of. The most diverse yet graceful  cohort. Proud to be the first batch of WIDL at IIM A#womendirectors #learning
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This war is far from getting over. The only country that has enough reason , power, and influence to end it is China. Hope sanity prevails #war