Complete Circle

Reimagining Wealth Management in India 🇮🇳 📊 Data-Driven Portfolios | 🎯 Goal-Based Plans |📍PAN India | 🌐

[Gurmeet Chadha @connectgurmeet]

Heartening to see Hon. PM leading from the front on growth n reforms .Every cabinet minister ,CM, sr leader writing on Q4 GDP growth & more reforms comin

LTCG waiver in G sec for FPId ,FCNR and ECB borrowing hedging by RBI are just the first few steps in financial sector reforms

[Gurmeet Chadha @connectgurmeet]

Few Reality checks last week

1. AI n semicon stocks fall too :)
leverage ETFs in Korea, US plunge 15-20%

2. AI tokens becomin more expensive than human capital -Microsoft ,Uber, Starbucks takin pause

3.Bitcoin is not d next dollar

4. Gold can also fall 25%. Embrace volatility

[Gurmeet Chadha @connectgurmeet]

Azola is a magical plant & India’s solution to pollution n energy needs.

It’s a fast-growing native Indian aquatic fern which reduces pollution, captures carbon, generates oxygen.

The resulting biomass can be used as fertiliser, pellets and even as feedstock for *bio-diesel*

[Gurmeet Chadha @connectgurmeet]

*Neervana Netzero wins Rajasthan Green Innovation Challenge*

As India aims for self-reliance on the fronts of energy and fertiliser, I am excited to be associated with the journey of a set of passionate young entrepreneurs -Souryadeep Basak and Saatvik Narayan Mishra who are helping to realise this national vision.,
Our start up, Neervana Netzero has been felicitated by the Hon’ble Chief Minister of Rajasthan Shri Bhajanlal Sharma for being one of the top three sustainability business ventures competing in the Rajasthan Green Innovation Challenge. The Rajasthan State Pollution Control Board appreciated their spirit of creative problem solving through their unique approach to geo-political pressure and environmental issues.

The team has developed a unique nature-based climate tower that can be readily installed in cities and mitigate air pollution by as much as 60%.

The young duo uses an extremely fast-growing native Indian aquatic fern to draw down pollution, capture carbon, generate oxygen, and treat wastewater streams. The resulting biomass can be used as fertiliser, animal fodder, pellets, and even as feedstock for bio-diesel.

This is a shining example of the power of Indian frugal problem-solving. Their brilliance lies in their simplicity.

The best is yet to come !

@narendramodi, @BhajanlalBjp, @RajCMO, @RSPCB_official

#WorldEnvironmentDay

[CNBC-AWAAZ @CNBC_Awaaz]

#BigMarketVoices | में आज बाजार, सेक्टर्स और कमाई वाले शेयरों पर चर्चा के लिए हमारे साथ जुड़े हैं COMPLETE CIRCLE के मैनेजिंग पार्टनर और CIO गुरमीत चड्ढा

@_anujsinghal @virendraonNifty @shreyaworld100 @connectgurmeet #StockMarket

[Gurmeet Chadha @connectgurmeet]

Investors : when will u regain 26000 level

Nifty -👇

[Gurmeet Chadha @connectgurmeet]

Much needed. Fingers crossed 🤞

[Gurmeet Chadha @connectgurmeet]

When corporate profitability peaks , market cap goes up, it uplifts the broader economy and not just select few.

- Samsung gave $350000 ( 3.25 cr ) to 80000 workers. Created 175 won billionaires.. massive consumer spending spree in South Korea

- TSMC did not just make individuals rich; its success lifted the broader Taiwanese economy, driving up wages at lower n mid level and luxury markets at higher income level.

Economic prosperity and high growth is the only long term solution to uplift people ..

India needs to grow 8-9% and most importantly respect entrepreneurs.. our policies, taxation needs to reflect that.

jai Jawan , jain Kisan Jai udyogpati should be the new slogan!

[Gurmeet Chadha @connectgurmeet]

*DBT for Power Reforms*

In India Agriculture power is free. Commercial power is ~Rs 10 per unit to cross subsidise it. China is Rs5-6 per unit

Instead of making power free, we can transfer cash to genuine farmers plugging leakage n theft

Or we can reduce commercial power by Rs 2 per unit. Will make our manufacturers more competitive and increase production n exports. This will more than make up for cost of reduction.

[Gurmeet Chadha @connectgurmeet]

Honourable FM comment on being open to feedback on revaluation of taxes is welcome.

India can attract patient risk capital if it can reduce capital gains ,make it residency based.

We have the potential to compete with likes of Singapore as global financial hub and China as Global factory

Need to think BIG! We have a window of opportunity due to huge disruption in supply chains.

[Gurmeet Chadha @connectgurmeet]

Went from noida to Sonipat to meet some rice mill, auto components owners, had lunch at Murthal and came back .. end to end took 4 hours. (Old days minimum 7 hours)

Our roads and expressways are now amongst the best.

Economy which moves faster grows faster !!

[Gurmeet Chadha @connectgurmeet]

270 GW peak power demand.

Electrification and power equipment is a structural story. We need to create power infrastructure for atleast 500 GW demand in next 5-6 years.

[Gurmeet Chadha @connectgurmeet]

RBI announces $5 billion Dollar/ INR Swap on 26th May.. got some DMs. Will try and simplify

-basically commercial banks like SBI , hdfc etc will sell dollars to RBI and take Rupees in return
- after 3 years banks buy back the same amount of dollars & They have to return the rupees . This is obviously done at an agreed swap premium.

Why it is done - it infuses rupee liquidity ( banks get rupee)and also helps stabilise the currency as RBI gets dollars.

[Gurmeet Chadha @connectgurmeet]

Exports in April grow ~14% to $43 Bn… electronics, petroleum products key contributors.

Imports are $71 Bn…this $27Bn monthly gap (trade deficit )is what we need to bridge. Watch out for energy, defence , semicon space.

But this is good performance in a tough environment.

[Gurmeet Chadha @connectgurmeet]

Gold duty hiked ✔️
fuel price hiked ✔️ ( more reqd)

4 more steps needed
-launch gold monetisation scheme. gold upto 5 lac CNA be deposited in banks & some interest to be given(amnesty)
-easy KYC for NRIs.. open bank & Demat AC in India through Video KYC
- FPIs to pay tax on residency
-reduce cost of investing in India

[Gurmeet Chadha @connectgurmeet]

Since the experts have forecasted extreme EL Nino and warmest summers ,
Literally we are seeing showers every 2nd day … :)

Markets , weather -Nobody knows beyond a point .. and most people don’t know they don’t know !!!

[Gurmeet Chadha @connectgurmeet]

12-13 companies in AI and semi conductors have $30 trillion plus of market cap ( 25% of global market cap) and trillions of dollars of earnings amongst them.

With govt balance sheet stretched due to energy crisis , this will be targeted.

[Gurmeet Chadha @connectgurmeet]

Small changes we can make and contribute

-cook one meal a day on Induction
- get our house help an induction chulha/ cooktops. They r most vulnerable
- make a WA group with friends/ colleagues n start doing car pools . Will make the journey worth it :)
- nani house/ religious tourism this year
- next car/ bike purchase shud be an EV or hybrid

[CNBC-AWAAZ @CNBC_Awaaz]

#NiveshNirnay | क्या आप भी निफ्टी को देखकर बाजार का हाल तय कर रहे हैं? जानिए एक्सपर्ट्स क्यों ब्रॉडर मार्केट पर फोकस करने की सलाह दे रहे हैं!

@_anujsinghal @shreyaworld100 @ChoiceHQ_Social @connectgurmeet #Investment #Sharemarket

[Complete Circle @Compcircle]

Market focus may now shift towards Tier-2 banks, NBFCs & HFCs over large private banks. Financials looking interesting again

Disclaimer: Do your own due diligence , No Recommendation.
@connectgurmeet

#banknifty #financestocks #stockmarket #markettrends #NBFCs