Mithun @mithunaswath
Investor, Identifying Trends, Registered Investment Advisor - Kivah Advisors. All views are personal and should not be construed as recommendations or advice Joined November 2019-
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Slow government capex in first half - has definitely had an impact on growth in H1, they will need to step up spending to meet 11.1 lakh cr full yr target. Above graph shows central govt capex has grown 9x over last 10 yrs definitely a big driver to gdp growth
Excellent interview - Scott Bessent the incoming treasury secretary youtu.be/D18IRACRJio?si…
Why do the mainstream media take @theJagmeetSingh seriously and cover him as if he were a legitimate Canadian politician? He’s a Khalistani extremist who only a few years ago was hanging out with terrorist sympathizers and condoning the use of violence.
"Credit card data of 17K ICICI Bank users exposed; bank blocks cards, assures compensation" in.investing.com/news/credit-ca…
Budget - railways Government announces 40,000 normal rail bogies will be converted to the Vande Bharat standard in the budget.
Aster DM Healthcare seals deal for sale of GCC Business for $1 bn; Fajr Capital roped in. moneycontrol.com/news/business/…
Sri Lanka to Czech Republic: 11 countries that have changed their names lifestyleasia.com/ind/travel/cou…
youtu.be/zc2EYo-vxrc?si… Great performance in the men's 4×400mt relay
‘In discussion with the Indian Army for artillery and mounted guns orders. The opportunity will be Rs 3000-5000 cr,’ says Baba Kalyani of @BharatForgeLtd. Tells @_prashantnair, @_soniashenoy & @Nigel__DSouza that the co aims to become ‘the artillery house for the world Watch:…
wsj.com/livecoverage/s… Yields fall as PPI numbers come below estimates
Reliance retail ventures holding co of Reliance retail to buyout minority shareholders of Reliance retail. This exercise seems to being done prior to a potential listing of the same.

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