Ashish Kumar Agarwal
@ashishkinfinity
Ardent economy and business follower, enjoys a good laugh, travel buff, RT not an endorsement
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Singapore aqi is 40 right now. I can live with 60 in Mumbai.
India can never have NewYork like AQI, and that’s not because we’re “doomed,” it’s because our geography works very differently. New York gets rain throughout the year, has no massive deserts nearby and has nothing like the Himalayas trapping air. India, on the other hand, has…
Everyone talks about returns. Few talk about risk control. If you started investing near the 2021 peak and rebalanced consistently, you didn’t just survive you outperformed most “experts.”Because the secret isn’t timing. It’s stability through rebalancing. 🧵
If someone started their SIP in peak of 2021 market, here would be the returns- 1) Nifty 50 TRI= 9.6% annualized 2) Nifty Midcap 150= 13-15% annualized 3) Smallcap 250= 11% annualized Adjust for INR fall against the dollar (which you have to in case you are comparing global…
I remember the days when hotels used to charge crazy for calls. With mobile and 5G access the telecom revenues for hotels is dead. bj
Last week, on a business trip, I ran out of shaving foam. I called the hotel concierge to request a standard ₹100 can of shaving foam. They hummed and hawed, made multiple calls, said they’d have to send someone to the market in the hotel car and bill me for it. I told them…
doge being approved by Congress?
That’s right. Political economy may make them choose a specific tax/expenditure frontier. But they are not weak- incapable of collecting taxes, to disinvest/privatising, or making spending cuts - when they wish to. But Government of India is weak - Itni aukat nahi hai!
An interesting view point. Income tax was paid for by rich only till it was democratized.
With all contradicting news coming out from federal govt, imagine the money which an insider politician can make is markets in US.
This is 35% over 3 decades. Not 8% in an economy which is going into a likely recession. If they are forced to absorb half, then their profits are down 30%+.
US tariffs are worse than expected. We do believe that this is an evolving story and not the end. We need to see how this evolves.
India sold 19 lac cars im 2009. 6 cr will mean okdest car @ 2009 runrate is 45 years old i.e. 1979 selling. Data never lies.
India has 6 cr cars more than 15 years old. In Delhi ~40% cars are over 15 years old. The decision by Delhi govt to disallow 15 yrs old vehicles at petrol pumps is a welcome move. This will reduce pollution ,improve safety & boost demand for new cars. Other states may follow.
Press note 2 is even for a minority equity stake. There will be limits in terms of number of cars which can be imported.
Agreed. But they can come with a local partner if that is the only issue
For those who are commenting on changes in index should know that this is a pre defined methodology which has worked for decades.
What matters is returns and risks taken. Return over 1, 3 months and 6 months data across all PMS is available at APMI website. This will also give a sense of volatility as well. That is a good place to start evaluations.
0.3% fiscal stimulus acting through public. A monetary stimulus of rate cut can give a hard push to the economy and turn the slowing economy. Really great push by govt. Hopefully it works.
Thanks neil for the paper. Is it peer reviewed?
Ravi Saraogi has the only published research paper in this domain in India. Before you critise, please go through the rigour with which he's done the math. He's also a practicing SEBI RIA. Not a social media influencer. @ravisaraogi papers.ssrn.com/sol3/papers.cf…
It is a sebi requirement. PMS have to choose from a few allowed indices only. You should know.
It is very interesting to see in these PMS performance tables, fund managers labelling their strategy as "Small Cap" and showing the benchmark as NIFTY 50.
Sale by Gangwal family might be one of the biggest sale by a promoter in secondary markets. It is on track toncross 5 bn us dollar. Hugr wealth creation and exit.
If banks are struggling for deposits they should stop "name lending" at 50 bps over gsec. Let these guys go to market directly. Top end corporate banking will not need to be subsidized by other parts of banking. Will sort multiple issues
For those investors who insist only on fixed management fees, you are incentivising the manager to grow AuM and not necessarily optimize performance. We believe in putting our money on performance rather than just AuM gathering.
Investment managers often profit far more from piling up assets than from handling those assets well. So when one tells you that increased funds won’t hurt his investment performance, step back: His nose is about to grow. Warren Buffett 2004
Building a fund management business requires loads of patience. More than what we tell our investors. If you are having fun building it, you will survive. If you are in it for short term gains then long haul is tough.
Not many would remember, but the year 2011 - 2015 saw a lot of veteran PE fund managers turning entrepreneurs and launching new funds, most of those barring a few wound up within 2-3 years of getting a license. The VC/PE business may look sexy from outside, but it's a very tough…
There is no one responsible here to give an honest answèr. Only junior ground staff and air hostesses who are as clue less as passengers.
You guys have started taking your monopoly for granted. No comunication for true reasons. Baorded and then delaying because of safety issues.
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