The deeper insight: Indian IT isn't just selling cheaper labor. At its best, it sells institutional knowledge, delivery reliability, and domain depth that no hyperscaler can replace.
"Investing in technology is not about buying hardware or software; it is about investing in a capability to change the way business is done." ~Bill Gates
India's IT industry crossed $250 billion in exports last year. What exactly are we selling?
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Thread A
When Alphabet signs a 5-gigawatt cloud deal with Anthropic, the downstream implementation, integration, and managed services often flow through Indian IT firms. So the AI boom isn't a threat to Indian IT. It's a demand multiplier, if they adapt.
@Learnit37880823@Panks_Arora Exactly. The person who came to help retail investors back then has raised his Smallcase prices so much that retail investors can't afford them. Also if an investor has finally brought the subscription, they can't even beat nifty returns
Final Tally:
Factoring in both the underlying asset's growth and the currency depreciation, your total return would be ~2,018%. In Rupee terms, your investment would have multiplied by roughly 21.18 times.
Nvidea ₹1,00,000 investment:
Initial: Converting ₹1,00,000 at the January 2021 rate (₹73.32) gave $1,363.88.
Appreciation: $1,363.88 fully invested in NVDA grew by 1,510% to become $21,954.78.
Repatriation to INR: Indian Rupees at today's rate (₹96.48) gives you ₹21,18,200.
Is the Dollar going to collapse? Not anytime soon.
It's still too big, too trusted & too deeply connected to everything.
But countries are no longer just talking about replacing the Dollar. They are actually doing it. Slowly but surely.
The world is building a Plan B.
"Change is the law of life. And those who look only to the past or present are certain to miss the future." ~John F. Kennedy
The US Dollar runs the world. But for how long?
After World War 2, America was the only country that wasn't completely destroyed.
Russia faced it. Iran faced it. Venezuela faced it.
And the rest of the world got scared.
So now countries are quietly making backup plans:
• China paying in Yuan
• India buying oil in Rupees
• Countries buying gold instead of holding Dollars
This is called De-dollarisation.
A 233 year legacy destroyed because no one asked: "How exactly is he making this money?"
What can you apply this in your life?
➡️Always ask the uncomfortable question.
Investing should be more like watching paint dry or grass grow. If you want excitement, take $800 and go to Las Vegas ~Paul Samuelson
The Bank That Fell Because of One Trader
Barings Bank was over 200 years old. Then it collapsed in 1995.
By the time the truth came out, the losses were so big the bank couldn't survive. It was sold for £1.
3 simple lesson:
a) Never let one person control trading & reporting
b) Unusually high profits should be questions
c) Risk managers must have the power to act, not just observe