Commentary on financial markets, economic trends and global order. Previously @GoldmanSachs, studied @IITKanpurmultibagg.ai Bengaluru, IndiaJoined March 2025
Russian President Vladimir Putin has rejected Western proposals for a “reassurance force” in Ukraine. He also said any foreign troops in Ukraine are a legitimate reason for Russia to go to war, and Europe will not agree to anything less than security guarantees for Ukraine.
So…
Someone sent me this. First I thought it must be fake screenshot then I checked it myself and Trump has indeed posted this on his social media Truth Social.
At this point, it's safe to assume that president of the oldest democracy and the most powerful country in the world is…
I have a hypothesis where I would want to be wrong for the sake of humanity.
Industrial Revolution outsourced physical labor to machines. Over time, this made human life easier, but it also reduced the need for daily physical effort. Result is obesity, lifestyle diseases and…
The government and the central bank have done everything possible to kick off India's consumption story in 2025.
First, interest rates were reduced by 100 bps, then income tax slabs were reduced with virtually zero income tax for 99% of India's population, and now GST rates have…
I don't understand why some people can't digest the fact that India and China are improving their relation and coming closer despite the Galwan Valley incident that happened during COVID.
It's not the first time something like this has happened and it won't be the last time…
There is news going around that SEBI might stop the weekly options expiry. Here’s a hypothetical scenario if actually turns out to be true.
There are countless brokers in the market who makes money from the ruins of retail traders who see derivatives trading as nothing more than…
I wish Trump supporters could see the irony here.
From 27th August 2025, goods from India will face a brutal 50% tariff. Why? Because India is buying Russian oil and Trump doesn’t like it.
Where is the irony? Petroleum products refined in India are exempt from the tariff.
So…
Government has mandated every broker to show this screen to derivatives traders. It's clearly written that 9 out of 10 individual traders incurred net losses. I am wondering why don't they simply ban F&O for individuals?
Government directly or indirectly controls BCCI who…
Zomato today is bigger than HAL. It's not only bigger than HAL, it is bigger than Dmart, Wipro and Tata Motors as well.
One might argue that market cap is a misleading number, what matters is the profit and in terms of profit, Zomato is barely profitable whereas HAL generates…
What exactly happened on Friday, 13th June 2025?
Context: President Droupadi Murmu has signed the Promotion and Regulation of Online Gaming Act on 22nd Aug which bans all the real money games in India including Poker, Rummy and Fantasy Cricket.
1. This law directly impacts the…
I see two companies getting out of this list and two companies getting into the list in the next 5-10 years. Here are my top 4 predictions:
1. Apple will be thrown out of this list by 2030. The world is moving extremely fast in technology and their best achievement so far has…
Just like humans, all currencies like Dollar, Euro, Rupee will eventually die.
Since the year 1700, more than 750 major currencies have existed in the world. 80% of them have died, they don't exist today. Examples: French Livre, Italian Lira, Zimbabwean Dollar etc.
Of the…
Government is planning to cut GST rates.
Government collected ₹11.77 lakh crores worth of GST in FY19 whereas the collection was ₹22.08 lakh crores in FY25. That’s almost double tax collection in 6 years.
From what PM has said in his red fort speech, if we remove 12% and 28%…
Why Trump is mad at India?
Trump wanted India to stop buying Russian oil after tariffs, didn’t happen.
Trump wanted India to open agriculture and dairy sector, didn’t happen.
Trump wanted India to bow down like Europe and Japan, didn’t happen.
Trump wanted India to ditch…
Why did India test ICBM Agni-5 on 20th Aug 2025?
There could not be a better time to test our intercontinental ballistic missile. Officially, Agni-5 has a range of 5,000 km, but the world knows that we have been less vocal about its actual range, which is estimated to be around…
Humanity has been shaped by three major revolutions:
Cognitive revolution that happened 70,000 years ago and developed human minds, the primary reason behind who we are.
Agricultural revolution that happened 12,000 years ago and transitioned our society from hunting and…
S&P has upgraded India's rating from BBB- to BBB with stable outlook.
Moody has downgraded US rating from AAA to AA1 in May 2025.
So much so for a dead economy.
There is something wrong when a non seasoned politician leads a country. They lack policy experience, they almost always mishandle crises like wars, recessions, pandemics etc. They just don't have that policy depth, strategic thinking and political maneuvering skills that…
If everyone works twice as hard and earns twice as much, what happens to inflation in the country?
You would think if income has risen then there's more money which means more demand hence higher inflation. Right? Not exactly, there's a flaw in this logic.
Inflation rises when…
Here’s how I’ll read our PM’s tweet
See Trump, you wanted me to cutoff from Russia but we are still very good friends. I also discussed the invasion of Ukraine with Putin. India-Russia bilateral relationship will only grow stronger than ever and it’s more important to us than…
Here’s how I’ll read our PM’s tweet
See Trump, you wanted me to cutoff from Russia but we are still very good friends. I also discussed the invasion of Ukraine with Putin. India-Russia bilateral relationship will only grow stronger than ever and it’s more important to us than…
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Can't give Buy/Sell/Hold call....
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