Anshu Govil

[Anshu Govil @AnshuGovil]

@riteshmjn Rupee returns are taxed .. so dollar post tax returns are negative

[Anshu Govil @AnshuGovil]

@AbelAmos @harshmadhusudan Patna.. we are comparing PPP in Patna to New York

[Anshu Govil @AnshuGovil]

@harshmadhusudan What’s the ratio of dollar housing price in India to US / singapore / Europe ? PPP on vada pav index is irrelevant.. we are a poor country with overpriced assets.. total cost of living for middle class singaporean in singapore is lower than in Mumbai like to like in absolute cost

[Anshu Govil @AnshuGovil]

@AnthropicAI @AmandaAskell Why do real context window sizes feel like 30% of what they used to be a month ago in chat ? I know subscription customers aren’t your focus but the chat product has practically become unusable

[Anshu Govil @AnshuGovil]

@vikramchandra No visa needed for live US visa holders

[Samir Arora @Iamsamirarora]

Very interesting stats from a report from Bernstein:
Indian Solar PV manufacturing co with 13 GW capacity, EV US$ 10 billion

Chinese Solar company with 95 GW module, 85 GW cell and 85 GW ingot-wafer capacity, EV US$11 billion

Every speculation should be within limit.

[Anshu Govil @AnshuGovil]

@Iamsamirarora Why go so far to china .. though not exactly the same - asset owners - compare renew to ntpc green ( both Indian assets selling to the same SEB ).. renew made the mistake of not being listed in India .. people forget azure went bust in 2022

[Startup Operator™ @OperatorStartup]

This episode is Premiering NOW! Watch here: https://t.co/zvBxc7cqEI

@Viv_Krishnan @sssdefence @RoshanCariappa

[Anshu Govil @AnshuGovil]

@GabbbarSingh 39% tax not 30%

[Amit Paranjape @aparanjape]

My interview with @BJP4India Lok Sabha candidate for #Pune, Shri @mohol_murlidhar.

Covered a variety of topics - with focus on industry, infra (air/rail/roads/metro/PMPMPL), environment, healthcare, sports, overall Pune vision... and more.

RECORDING: https://t.co/DZbBsYIfmF

[Anshu Govil @AnshuGovil]

@Swa_Kel Maybe it just adds an additional benchmark in form of fixed income to beat 😹

[Anshu Govil @AnshuGovil]

@c_aashish I think this is Hiranandani’s data centre / backed by them

[Anshu Govil @AnshuGovil]

@connectgurmeet Erroneous analysis.. market cap of Hdfc bank was partly double counted as Hdfc ltd market cap included the value of Hdfc bank stake they held.

[Anshu Govil @AnshuGovil]

@arunv2808 @florag28811732 Not a like to like comparison .. salary has remained constant because input quality has fallen.. from being day 0 in IITs , now IT services hire from tier 4 private colleges. People who get the 2.5 lac job at it services today would be unemployed if this industry wasn’t there..

[Anshu Govil @AnshuGovil]

@RMantri Nowadays - lot more migration is happening at undergraduate level..

[Anshu Govil @AnshuGovil]

@deepakshenoy Bulk of the subsidy is for employee salaries and benefits.. can’t do anything about it..

[Anshu Govil @AnshuGovil]

@deepakshenoy Related party sale can’t happen without majority of minority approval

[Anshu Govil @AnshuGovil]

@uptickr @deepakshenoy Would an equal weighted portfolio have beaten nifty ?

[Anshu Govil @AnshuGovil]

@SurabhiA_ET @Sai__ET @EconomicTimes Is someone forcing the freshers to join these companies ? Salaries of freshers have remained stagnant as their quality of freshers has fallen over the decades .. in the 90s they used to hire from IITs , now they hire from tier 4.. quality adjusted salaries would be up

[Aashish Chandorkar @c_aashish]

Prime Ministers of India and Singapore to witness the launch of Real-time Payment Systems Linkage between the two countries on 21st February

Cross-border connectivity to be launched between UPI of India and PayNow of Singapore

https://t.co/WqeG7j3oC6