Founder & CEO I A₹THANOMICS I Navigating Market Cycles to Unlock Investment Potential I Offering a 360° Futuristic approach for Wealth Creation & Growth
Looks like people have watched Made in India- A Titan Story over the weekend.
I am sure people are pumped up and buying TIMEX hoping it wil be the next TITAN.
P.S. It's a brilliant series. Please watch it with your kids. Let them learn how a brand was built during license raj. How determination, risk taking and vision builds a brand. TITAN EDGE was the 'most slimmest watch' at that time sold for peanuts.Yes an Indian company did what no one in the world did. Nostalgic feeling. I still have my TITAN from the 90's.
Its gone into my collection.
My respect for @TataCompanies@titanwatches@PrimeVideo
The FCNR(B) step taken by RBI and Indian Government is a welcome step. We do not know yet the quantum of money that will flow in. But I am sure 40-50 bln USD should come in the country.
#modi#rbi#usdinr
All indicators are extremely negative and bearish. Time to go long on NIfty. Markets should and will bottom out.
NIfty at 23346
May the Bull be with you.
#bull#nifty#bse#modi
Indian market sentiments are at low.
Everyone is bearish and rightfully so about how our country is handling its finances.
Couple of reformist positive news can lift the index by 10% easily.
What can be the catalyst for this??
Indian market sentiments are at low.
Everyone is bearish and rightfully so about how our country is handling its finances.
Couple of reformist positive news can lift the index by 10% easily.
What can be the catalyst for this??
Google is raising funds despite cash on balance sheet.
Why would a company do that.
1) To derisk the investment.
2) You want certain names on the cap table who have clout.
Or combo of both.
Greg Abel is finally doing what Buffett and Charlie Munger didn't.Being open to opportunities. Their rigidity cost them. In investing, flexibility is essential
#google #buffet #investment
The world market is on fire. We are down by 12 % from the top. 14% currency depreciation. Crude at 95$.
What will happen if US and other market falls/correct? Will we go to 21000, or make new high considering we are the worst performers and get DECOUPLED (the most overused word for Indian markets between 2003 and 2014 )
Is this time different?
#invet #inr #crude #modi #trump
The Hidden Cost of High Taxation in Emerging Markets and Why It Matters for Your Portfolio.
High taxation in emerging markets creates several interconnected hazards that can undermine growth, investment, and stability.
Here are the key risks:
1. Reduced Foreign Direct Investment (FDI)
Higher corporate tax rates directly discourage foreign capital inflows. Studies show that tax increases reduce the equilibrium stock of foreign capital, with quality effects (less capital intensive, lower tech investment) accounting for up to 40% of FDI's total sensitivity to taxation. Investors often reroute capital to lower-tax jurisdictions or offshore SPVs, eroding the domestic tax base.
2. Capital Flight and Informality
High taxes push businesses into the informal sector to avoid compliance costs, shrinking the formal tax base. This creates a vicious cycle: broader informality → higher rates on remaining formal firms → more informality. Tax rate hikes forces investors to restructure deals or exit, reducing project IRRs by several percentage points.
3. Slower Economic Growth
Empirical evidence shows higher taxes stifle economic growth by reducing investment in innovation and total factor productivity (TFP). This is especially damaging in emerging markets where capital scarcity already constrains growth.
4. Distorted Capital Structure
Firms in hig tax emerging markets use more debt to exploit interest deductibility, increasing financial fragility. This amplifies sovereign and corporate leverage risks during downturns.
5. Erosion of Public Trust
When high taxation coincides with weak public service delivery, citizen trust in government erodes, increasing political risk and public debt.
6. Worsening Inequality
High taxes often shift burden onto less mobile bases (labor, consumption), hurting lower-income groups and worsening inequality already elevated in emerging economies.
7. Competitive Disadvantage
Emerging markets compete globally for mobile capital. Harmful tax competition or high rates relative to peers distort trade/investment patterns and can cede market share to lower-tax jurisdictions.
#EconomicData #modi #finance @narendramodi@nsitharaman #taxpayer
I have always maintained that educated people who cannot do anything they became HR. The most rotten department in any company. Most of the HR heads are running as quasi CEO's and try to run the company. The HR team don't understand business. Most of the time and yes most of the time they are against hiking existing employees salary but would give external hiring a double package. Till date couldnt understand this brain rot of HR.
I have seen HR team destroying the work culture and teams especially sales team.
They want lakhs of salaries to process salaries and arrange rangoli competition.Why??
A good for nothing department.
The United States government is investing $2 billion in quantum computing companies to secure national technology leadership and counter China's advancements. This is after they invested 9 billion $ in Intel.
Yes Donald Trump is an epitome of Insider Trading too. The world hate Trump. But he is among the 3 most patriotic Leader in the world who want their country to excel. The other 2 are Vladimir Vladimirovich Putin and Xi Jinping.
No,our Vishwaguru has no locus standi in front of them. His patritiosm is only limited to winning elections and beinig in power. Currency has depreciated 14% in one year, marking it among the top 5 worst currency depreciation for INR aginst USD. The head of the largest democratic country, 4th largest gdp, is begging his countrymen(women) not to use fuel, travel out of country or buy gold which is the best hedge for inflation and currency depreciation.This is the outcome of his "Minimum Government, Maximum Governance"
Despite this situation he is playing pookie pookie and the chichundhar andkbhakts are calling Modiji got 'Rizz'.
Our money is going in ladki behen and ladka bhau scchemes . We understand that hence we cannot invest in AI or AI infra.We cannot reduce taxes.
This is all because of Nehru. Wish Nehru wasnt born.
#modi #oil #usdinr #trump #ai #china #russia #gold
@narendramodi@nsitharaman
The United States government is investing $2 billion in quantum computing companies to secure national technology leadership and counter China's advancements. This is after they invested 9 billion $ in Intel.
Yes Donald Trump is an epitome of Insider Trading too. The world hate Trump. But he is among the 3 most patriotic Leader in the world who want their country to excel. The other 2 are Vladimir Vladimirovich Putin and Xi Jinping.
No,our Vishwaguru has no locus standi in front of them. His patritiosm is only limited to winning elections and beinig in power. Currency has depreciated 14% in one year, marking it among the top 5 worst currency depreciation for INR aginst USD. The head of the largest democratic country, 4th largest gdp, is begging his countrymen(women) not to use fuel, travel out of country or buy gold which is the best hedge for inflation and currency depreciation.This is the outcome of his "Minimum Government, Maximum Governance"
Despite this situation he is playing pookie pookie and the chichundhar andkbhakts are calling Modiji got 'Rizz'.
Our money is going in ladki behen and ladka bhau scchemes . We understand that hence we cannot invest in AI or AI infra.We cannot reduce taxes.
This is all because of Nehru. Wish Nehru wasnt born.
#modi #oil #usdinr #trump #ai #china #russia #gold
@narendramodi@nsitharaman
Aditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FoF
Is this the only way I can play US treasury now?
Arthanomics Capital LLP is an AMFI registered Mutual Fund DistrIbutor. ARN -156615
#USDINR#Crudeoil#Brent#fintech#invest#index#stock#finance#tech#India #BSE #modi #MONEY #USA #China #banks #gold #sensex #nifty #India #war #nse #IRAN
@arthanomics_in