Jatin goyal

[Jatin goyal @Jatin__goyal]

@rdkriplani Sir earning decent return while doing commodity type business is going to be tough. May be MSME to precision startups.

[Jatin goyal @Jatin__goyal]

Ordinary works best at big stages #Cricket

[Jatin goyal @Jatin__goyal]

5. Economics - real economy hard assets to see comeback

[Jatin goyal @Jatin__goyal]

AI - just like telecom technology semiconductor and advancement in electronics democratised mobiles similarly AI will lead to democratisation of software, with physical infrastructure as bottleneck for both.Companies selling software to be in slow decline.

[Jatin goyal @Jatin__goyal]

Healthcare diagnostics , industrial automation etc . Solution Providers over hoarders.

[Jatin goyal @Jatin__goyal]

3. Social and Cultural - Masses to have tools of high productivity . Some will make it big others to see further downsides - universal basic income.
4.Political - huge impacts for democracies - pace of change may be very slow here.

[Jatin goyal @Jatin__goyal]

Opportunities for country like india are huge
1.Regulatory - Judiciary can sprint faster and faster. Rules , Laws and Procedures can keep up , keep pace with time.
2. Security - Smart image processing solutions , survelliance , intelligance agencies to see huge capability gains.

[Jatin goyal @Jatin__goyal]

Total M0 = 49.2 lakh crore
NET Foreign Assets = 61 lakh crore
Claims on banks = -3.1 lakh crore

[Jatin goyal @Jatin__goyal]

RBI Commercial Paper Fortnight -
1. 15/12/2025 - Outstanding - 4.73 https://t.co/dO1d2pfRpZ .Min - 5.81. Max - 12.12 .Spread - 6.31.

[Jatin goyal @Jatin__goyal]

@AxisBank open dialogue @neelkanthmishra

[Jatin goyal @Jatin__goyal]

GROWTH- Trend Expected - 7%
Q2 GDP Real - 8.2 % Nominal - 8.7%
Fiscal - Contraction-Off Balance sheet-130 basis point.
Monetary - Tight - Over Regulation and Currency Peg.
High Frequency Indicators - Turning positive.

[Jatin goyal @Jatin__goyal]

Interest rates - Expected to come down.
Repo Rate - Dec25 - 5.25%
Tbill - 91d - 5.25% - 182d - 5.52%
1 year JAN26 - 5.66% - 10y - 6.64% - 30y - 7.34%
US1y JAN26 -3.483% - 10y 4.185% - 30y - 4.879

[Jatin goyal @Jatin__goyal]

@unseenvalue Why are boobs tanking?. Is it a temporary demand supply issue or structural one.

[Jatin goyal @Jatin__goyal]

@dmuthuk Sir 30% for 8 years means 8 times exit PE around 7. Why do you say so when bond pe equals roughly 12/13.

[Jatin goyal @Jatin__goyal]

@RailMinIndia @WesternRly @AshwiniVaishnaw train no 19412 , running late no make up of time , would it do the same till last station.

[Jatin goyal @Jatin__goyal]

@bhogleharsha I feel 36 42 we missed on 20 runs.

[Jatin goyal @Jatin__goyal]

@RailMinIndia @RailwayNorthern @AshwiniVaishnaw passenger train no. 04431 getting late just in 10 15 km from starting station lots of passengers waiting.kindly look into.