Ashwin D

Indian🇮🇳|Trader by passion|💲💱📈| Views and analysis are personal| Treasury Professional|

[Ashwin D @AshwinDamble]

@SachinJain3939 🔔

[Ashwin D @AshwinDamble]

Treasury Buybacks Be Like 😂

Fed: “This is NOT QE.”

Treasury: Buys $4bn of bonds.

Bond yields: 📉
USD/JPY: 📉
Bond traders: “Yeah… Mini QE it is.” 😎📉

Market has spoken. 😂
#tezi

[Ashwin D @AshwinDamble]

@camangalarvind BDL what levels you are targeting?

[Ashwin D @AshwinDamble]

@mybmc @mybmcWardD rainwater, creating a serious hygiene hazard for residents and especially for children walking to school. Immediate action, strict fines, and enforcement are urgently needed. #Mumbai #CleanMumbai #BMC

[Ashwin D @AshwinDamble]

@mybmc @mybmcWardD
Are Mumbai's footpaths meant for pedestrians or for dogs to use as toilets? On Sleater Road near Girton School, many dog owners allow their pets to defecate on public footpaths and simply walk away without cleaning up. During the monsoon, this waste mixes with

[Ashwin D @AshwinDamble]

@CaVivekkhatri @Stocki_zen Pls check RBI site, there is clarification from RBI

[Ashwin D @AshwinDamble]

@ThamizhTharmar fine walk out. But calling an entire Brahmin culture unhygienic just because it didn’t fit your expectations is a pretty shallow take

[Ashwin D @AshwinDamble]

@ThamizhTharmar Not everything that doesn’t match your comfort zone is ‘disgusting.’ What you saw is part of Sanatan tradition many Brahmins follow rituals like Sandhyavandan and serve in a simple dhoti after a bath as a sign of ritual discipline, not poor hygiene. You didn’t like it,

[Ashwin D @AshwinDamble]

commodity cycles, and the fact that value unlocking may take time rather than being immediate. Overall, it’s a strong long-term restructuring story, not a guaranteed quick upside.

#vedanta

[Ashwin D @AshwinDamble]

Vedanta demerger record date is 1 May 2026, where shareholders will receive 1:1 shares in Aluminium, Power, Oil & Gas, and Iron & Steel—effectively turning one company into five focused businesses. With a current market cap of ~₹1.8 lakh crore, the bull case suggests potential

[Ashwin D @AshwinDamble]

value unlocking towards ~₹2.7 lakh crore as the conglomerate discount reduces and each segment gets better valuation as a pure-play. Positives include clearer growth strategy, improved capital allocation, and ~$1.5B capex plans, but risks remain around high debt,

[Ashwin D @AshwinDamble]

ITC Ltd (CMP ~₹306)

🚬 Cigarettes = ~75% profits (cash cow)
🛒 FMCG = growth lever (margin play)
📊 ROE ~28%, Debt-free, Yield 5%

✅ Strong cash flows + dividend
⚠️ Tax/regulatory risk,slow growth
👉 Defensive compounder
👉 Accumulate on dips (₹280–295) | Hold for yield
#ITC

[Ashwin D @AshwinDamble]

Time for FMCG to perform

#fmcg #nifty

[Ashwin D @AshwinDamble]

@drmmumbaicr @RailwaySeva PNR-8144428297
Trn:12133

[Ashwin D @AshwinDamble]

@RailMinIndia Train No 12133 coach A2 , No water in Washroom , dirty bedsheets and pillows.
@WesternRly

[Ashwin D @AshwinDamble]

Prefer staggered entry; add on dips (~33k zone). Treat Taiwan as tactical high-beta, not core allocation.

#Diversification
#Globalinvesting

[Ashwin D @AshwinDamble]

TAIEX near ATH (34k–35k) on AI-driven rally — structural bull case intact, but near-term looks stretched. Crowded positioning, narrow leadership & rising volatility suggest limited upside at current levels.

Reopening of Nippon Taiwan Fund comes at peak sentiment — avoid lump sum

[Ashwin D @AshwinDamble]

@BaluGorade Icici Multi Asset
PPFA Flexi Cap
HDFC flexi Cap
Motilal Oswal Flexi Cap
Kotak Emerging Equity
Nippon Small Cap

[Ashwin D @AshwinDamble]

FY27 growth is seen at 6.5%–6.7% (downward bias) and inflation at 4.60%–4.80% (upward bias), with increased focus on external stability and rupee management. Overall, the RBI is likely to stay on hold to preserve policy flexibility until clearer signals emerge.
#MPC #RBI

[Ashwin D @AshwinDamble]

The RBI is expected to keep rates unchanged while maintaining a neutral but cautious stance amid uncertainty in growth and inflation. It will likely support liquidity through OMOs, FX swaps, and VRR operations.