@Akshat_World How is one supposed to invest in the US markets ? Is there a provision to do so through India Demat accounts? Or have to go via MF route)
True.
Once the solar energy generation to robot manufacturing to chip fabrication to AI loop is closed, conventional currency will just get in the way.
Just wattage and tonnage will matter, not dollars.
Today’s Budget cannot be routine. It must be transformational.
The world has changed.
Technology has changed.
Competition has intensified.
We are no longer a $1 trillion economy.
We are moving toward $5 trillion, and global relevance.
You cannot run a giant economy with a small-economy mindset.
If not now, then when?
This is the moment to address unemployment decisively, push manufacturing aggressively, invest deeply in education, ensure disciplined execution, deepen capital markets, and strengthen investor confidence.
I believe this is the right moment to rise to that scale.
This Budget has the potential to be defining, even historic. 🇮🇳 ✌️
#Budget2026
@nikhilkamathcio What great insights, Quality and Quantity ! 👌
How about doing an episode on traditional family Businesses ? Things to keep in mind when a business goes from one generation to another ? What can go wrong ?
A great building is not the private invention of some genius or other. It is merely a condensation of the spirit of the people.
#Thoughts_That_Taught#architecture#build
Just like smart meters, now this segment will get a great push from government, stocks in this segment should do really well in next 2-3- years.
https://t.co/CY0nuhW2SM
Here's my conversation with Yuval Noah Harari (@harari_yuval) about human nature, intelligence, power, war, communism, fascism, origins of human civilization & the dangers of AI. Yuval also responds critically to my conversation with Benjamin Netanyahu. https://t.co/14IbtRwe9I
This is a day of pain. The cruel ambition of one person inflicts terror and violence on tens of millions, and pushes the whole of humanity towards disaster. We are right on the edge of the abyss.
The thesis of the Sovereign Individual holds up well. But there are three major countertrends.
The Individual Sovereign, and Xi Jinping in particular.
The Sovereign Collective, the leverage of nomadic groups.
The Autonomous Robot, as drones also change the logic of violence.
One simple way to invest in the Indian stock markets is to see: which sectors are getting organised.
This ensures a wealth transfer from no-brand (small) businesses to branded businesses.
- Farming
- Small Finance
- Dairy business
Seems like 3 biggest opportunities.