CapitalClues

Mastering fear, greed and everything in between!
Proverbial child and hero archetypes combined and evolving!

[CapitalClues @GeekInWork]

Sips are for simps.
-unpopular opinion!

[CapitalClues @GeekInWork]

Supply and demand and aversion to renting has created artificially high house prices and this can revert hard if the demographics inflect as expected in few years!

[CapitalClues @GeekInWork]

Car ownership data looks to be the best indicator of incomes in india , 7 to 9 percent middle class families in india, some in middle class may not own and some in lower class may own as its their business like logistics, cabs etc and it evens out !

[CapitalClues @GeekInWork]

The no of people in tamil nadu in middle class by this metric is 6 to 8 percent, and this includes second hand car owners as well!

[CapitalClues @GeekInWork]

@BaluGorade We need household based filing in india to get clear picture which may still end up excluding most babus who anyways lie

[CapitalClues @GeekInWork]

@Anuraag_Shukla This is meaningless without counting the unmarried at 40 age population which will be the much bigger group than this with similar or bigger impact

[CapitalClues @GeekInWork]

@sandeep_PT Annamalai is humble and not from privileged background, like those not able to pass tenth and becoming deputy cm etc via father power etc, too early to judge him, he had supported secularism and scientific development policies atleast in tn level

[CapitalClues @GeekInWork]

Looks govt is going opposite route allowing non indian small investor to invest in india etc than the above prediction

[CapitalClues @GeekInWork]

Fii selling in secondary market equities in 2026 has made new record than the amount sold in any year since 2008, we may breach the inflation adjusted amount of 2008 this yr if trend holds(4 to 5 lak cr), we most likely breached dollar amount already vs 2008

[CapitalClues @GeekInWork]

On a global note, its shows how things more based on anticipated or future liquidity than current liquidity (rate cut/ money printing craving) and how things are actually overvalued from currency to stocks to houses to precious metals etc

[CapitalClues @GeekInWork]

@trade_2_win @PRSundar64 Have a gut feeling, govt may restrict fii in stocks based on they taking out socialist time playbooks seen in demonetization new notes distribution/covid vaccine rollouts, this is worst case no one seems to have discussed about, russia china can help with such expertise for india

[CapitalClues @GeekInWork]

@trade_2_win @PRSundar64 On the contrary should india allow high fii participation in secondary market as it creates the huge currency risk when capital flows out, for context india restricts fpi in bond markets particularly in govt bond markets with quota containing its volatility impact on rupee !

[CapitalClues @GeekInWork]

@SJB56856832 Those who can manage without ac indeed benefit if no other heavy appliances in use

[CapitalClues @GeekInWork]

@Nagraj_G_Baggon @harshmadhusudan However banning gold import totally and openly can put a floor under current fall as retail demand could be seen as de dollarization by brics/adversary threat.Or india better leave brics to get out of suspicion of trump, one feet in brics, one feet in quad brings only zero trust!

[CapitalClues @GeekInWork]

@Nagraj_G_Baggon @harshmadhusudan Even if country develops currency cant appreciate in free floating systems, see japan south korea, its systematically not possible without causing job /export loss, bank npa , we need stagnant to marginally depreciating rupee for system to sustain !