Kumar

Explorer || RT’s are not endorsements ||

[Kumar @CAKumarManish]

@Macrobysunil @PalSouresh This is a very valid point. More importantly, a perspective/risk least thought out by most.

How about Public Sector model for Ethanol production rather than private players. It gives Gov leeway to manage prices considering economic conditions

[Kumar @CAKumarManish]

@Macrobysunil I completely agree on India’s need for energy security n independence. Only perspective is need for structural solutions to grow HH Net Financial Savings. Burden of all economic factors not falling on shoulders of HH thru personal taxation, higher ethanol cost n so on

[Kumar @CAKumarManish]

@Macrobysunil India foreign borrowing owes to declining HH Net Financial savings insufficient 2 fund domestic borrowing. While it saves forex but eventually cost borne by HH. Ethanol import surged + mileage drop affects Net Impact. comprehensive strategy reqd=> energy security+inclusive growth

[Kumar @CAKumarManish]

@GabbbarSingh Your tweet without tagging the concerned is same like without Rohit and Virat

[Kumar @CAKumarManish]

@sandipsabharwal 1. Cost to banks - 6-7% & not 3.5%
2. Total Economic cost (Bank+RBI): ~9.5%, much higher than repo rate
3. Will impact RBI dividend to Gov and thereby, fiscal management
4. RBI owns rupee depreciation risk
5. May have inflationary impact by way of money printing/ higher cost

[Kumar @CAKumarManish]

@Macrobysunil Thanks 🙏

[Kumar @CAKumarManish]

@Macrobysunil Does it translate into futures and etf nav price increase as well

[Kumar @CAKumarManish]

@Macrobysunil CNYINR is depreciating even faster

[Kumar @CAKumarManish]

@Macrobysunil MCX hardly has liquidity in Gold for AMC’s to operate. How will they use derivatives ? Is there sizeable market for GMS/ GDS in India. They should have two separate funds - One purely physical gold back and other whatever other form

[Kumar @CAKumarManish]

@Then_Beyond @DaveHcontrarian @btc__banker @cisko73mosca @TheAshishJalan @IK2379128548 @FoodHou67882697 @mathiamathia @chuckrich777 @kabirsvoice Even if you don’t trust and respect his work, i think there’s no need for such personal remarks. No one can be precise on market on daily basis but his ethics and work are really worthy in my opinion. according to you as well, he doesn’t swing views depending upon market swings

[Kumar @CAKumarManish]

@DaveHcontrarian @btc__banker @cisko73mosca @Then_Beyond @TheAshishJalan @IK2379128548 @FoodHou67882697 @mathiamathia @chuckrich777 @kabirsvoice Sir, what probability you see silver breaking down low $ 64. Will reversal be a long drawn one or steep

[Kumar @CAKumarManish]

@connectgurmeet @varinder_bansal @SunilBSinghania All periods r post market crash & exceptional situation where market consolidated after crash. While, now, it has not been such a crash. I think, this data must be viewed in conjunction with PE multiples in those period and PE multiple now. Mkts r rarely driven by a single factor

[Kumar @CAKumarManish]

@varinder_bansal Evidently, Everyone’s confidence is shaken …….

[Kumar @CAKumarManish]

@connectgurmeet Sir, DII buying is much higher than FII selling

[Kumar @CAKumarManish]

@thekaipullai @manoj_216 Sir, Wen u play semis, you expect talents at par …. Our fielding was way way better ….. in fact, England performance was one man show types …… Bethel was exceptional

[Kumar @CAKumarManish]

@thekaipullai Sir, yesterday wasn’t a one man show n neither was previous matches. Bumrah was the X factor - generational Indian Pride ! @surya_14kumar doesn’t deserve to be in the side leave apart captaincy!

[Kumar @CAKumarManish]

@anuragsingh_as 2025 : DII Net Inflow ₹ 7.88 lakh crore against FII Net Outflow of ₹ 3.06 lakh crore
2026 YTD : DII Net Inflow ₹ 1.07 lakh crore against FII Net Outflow of ₹ 0.48 lakh crore

DII Net Buy outnumbers FII selling by huge margin.

[Kumar @CAKumarManish]

@CaVivekkhatri @rupinder3007 2025 : DII Net Inflow ₹ 7.88 lakh crore against FII Net Outflow of ₹ 3.06 lakh crore
2026 YTD : DII Net Inflow ₹ 1.07 lakh crore against FII Net Outflow of ₹ 0.48 lakh crore

DII Net Buy outnumbers FII selling by huge margin.

[Kumar @CAKumarManish]

@DaveHcontrarian @Harry1970962 @AirDude11 @AmitMah67507787 @LukeGromen Sir, do you expect to see further severe drop in Silver with next week close in China metal markets

[Kumar @CAKumarManish]

@DaveHcontrarian @chetmanou812 @1929dreamer2025 @outlieroptions Sir, is it possible that Targets for Silver/ Gold gets further extended considering Equities are relatively farther from their targets