Curious to find answers to puzzles around; passionate about markets; Ts & RTs are purely personal and not of my organisation Mumbai, IndiaJoined February 2010
Most read Bessentās speech as vague. But it wasnāt what he saidāit was how little he needed to say.
A few lines on Europe, debt, and global imbalances quietly confirmed the blueprint behind months of trade pivots, market shocks, and tight-lipped diplomacy.
Letās trace it. š§µ
My best friend died almost a decade ago from a heart attack. He was running on the treadmill while we were all on vacation together. After this horrific accident, I started to take my cardiovascular health seriously and began seeing Dr. Karlsberg - who is probably the bestā¦
My best friend died almost a decade ago from a heart attack. He was running on the treadmill while we were all on vacation together. After this horrific accident, I started to take my cardiovascular health seriously and began seeing Dr. Karlsberg - who is probably the bestā¦
*BIG BREAKING *
the People's #Bank of #China suddenly announced that the digital RMB (Renminbi, Chinese Yuan) cross-border settlement system will be fully connected to the ten ASEAN countries and six Middle Eastern countries, which means that 38% of the world's #trade volumeā¦
US markets have now lost over $ 9 trillion in market cap since the Jan 20th Trump 2.0 Inauguration.
US Imports are $ 3.3 trillion .
US tariff revenues , even if all imports stay and even if tariffs are collected on ALL these $3.3 trillion of imports, will be $ 600 billion .ā¦
Trumpās new tariffs arenāt a trade tweakātheyāre the first move in a full-spectrum reset.
$9.2T in debt matures in 2025. Inflation lingers. Alliances are shifting.
One announcement just set a dozen wheels in motion.
Hereās whatās really happeningāand why it matters š§µ
I bought XUV700 last year. My experience been spoilt by spam calls from Mahindra Holidays & Realty. After a gap, now spam calls from insurance cos & brokers. My phone no is compromised. Client data privacy to be seriously looked at!
@anandmahindra@MahindraXUV700@anishshah21
IDFC First Bank Q2 - Awful!
While everything is great for this bank, it is clearly struggling with risk management. 228% increase in provisions - What are they smoking while giving loans? Very disappointing!!
BREAKING: Total money supply in the US, the Euro Area, Japan, and China has reached a new record of a MASSIVE $89.7 trillion.
Global money supply has skyrocketed by $7.3 trillion over the last year.
This marks the largest increase in 3 years and a similar jump to the initialā¦
This week, Chinese policymakers fired a ''bazooka'' of stimulus measures to revive the economy.
But: is it really a bazooka? Will it be effective?
Let's unpack it together.
1/
A mega thread on the PEB (Pre engineered building) sector.
This thread will cover everything you need to know about the whole industry from its global market, Indian market, it's advantages , cost breakup and key growth, challenges and selection criterias.
source: CRISIL
Doā¦
This is not a great market to keep harping about valuation. Nearly everyone who's been around longer than 5 years knows that many stocks are wildly overvalued. But those with decades of experience know that stocks can remain overvalued and get even more so.
It's time to beā¦
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