shree joshi

Geek, Investments, Outdoors,RT≠ endorsement, opinions individual

[shree joshi @2joshis]

Waiting for last customer of the day

[shree joshi @2joshis]

@tejus_sawjiani Gotta try for analyzing swimming

[shree joshi @2joshis]

@rohitchauhan Try @IndiaDataHub they have a MCP interface

[shree joshi @2joshis]

@KalpenParekh @dspmf
Freudian slip, RM to peep into portfolios 😂
Need better due diligence on marketing mails.. j/k

[shree joshi @2joshis]

@ravisaraogi @ravisaraogi will this be recorded ?

[shree joshi @2joshis]

@jitendrajain @MysticWealth11 @jitendrajain nice, which site is that?

[shree joshi @2joshis]

Asian Aunties have been right all along

[Harish Krishnan,CFA @hktg13]

As we sat down to reflect on the year gone by - few charts that stood out for me

While India market cap has gone 5.7x since 2008 peak in INR terms, in gold terms it has been flat - gold has been a terrific asset for Indian households

[Skanda Amarnath @IrvingSwisher]

@KrishnaMemani For all of the talk about alpha, what matters most is picking the best beta….

[shree joshi @2joshis]

@deepakshenoy was trying to see if it would be co-related to housing sales..

[shree joshi @2joshis]

Hi @deepakshenoy housing loans - does the data show amount of sanctioned loan ? or actual disbursement in the month ?

[Deepak Shenoy @deepakshenoy]

In the larger moodboard, the stuff looks all red recently as credit growth slows. Interestingly, Gold loan growth is super strong at 56% - when you can't get unsecured loans, you'll take gold loans. Also notable is the sharp growth in commercial real estate.

[shree joshi @2joshis]

@deepakshenoy in case of under construction - only the disbursed portion would be accounted as outstanding loans ? a bit tricky to get the view of actual houses sold (that would be CREDAI or prop equity etc.)

[shree joshi @2joshis]

@AmolPlanRupee It should also allow deletion of names (for gifting purpose) for parity with DEMAT accounts

[shree joshi @2joshis]

@AmolPlanRupee easier transmission of assets to heirs

[shree joshi @2joshis]

@deepakshenoy Try Merlin app from Cornell for identifying birds by sound it's Fantastic.

https://t.co/9BsF5lkbtt

[shree joshi @2joshis]

@MooseAllain Ho chan house near Antwerp Central - they have great vegan options and also "Indian chinese"
https://t.co/wLQJ3eYcAx

[shree joshi @2joshis]

Surprises of Mumbai - these locations are 5 min away

[shree joshi @2joshis]

@ActusDei wishlist - SEBI to allow gifting/transfer of MF units to family

[shree joshi @2joshis]

@rajanraju26 @anandg_kalyang @ravisaraogi @TheKenWeb Thanks

[shree joshi @2joshis]

@anandg_kalyang @rajanraju26 @ravisaraogi @TheKenWeb That sounds incorrect usual 60:40 portfolio is 60%equity:40%debt
@rajanraju26 what say about ratios?

[shree joshi @2joshis]

@rajanraju26 @anandg_kalyang @ravisaraogi @TheKenWeb Are the ratio 30:10:60 debt:gold:equity, not very clear from wording

[shree joshi @2joshis]

@tejus_sawjiani Any recos for restaurants?