Rahul Saraogi

Managing Director, Atyant Capital. Author - Investing in India: A Value Investors Guide to the Biggest Untapped Opportunity in the World

[Rahul Saraogi @RahulSaraogi]

The Investor's Bookshelf: A CIO's guide to the 'world's biggest untapped opportunity' https://t.co/SikZ7jXXoU

[Naval @naval]

Understanding economics means continually asking, “But at what cost?”

[NDTV Profit Alpha @NDTVProfitAlpha]

#MPC member #JayanthVarma warns against excessive growth sacrifice in trying to curb #inflation.

Read: https://t.co/mmFqlFSHBj

[Rahul Saraogi @RahulSaraogi]

How long before the Fed blinks & pivots?

[NDTV Profit Alpha @NDTVProfitAlpha]

S&P 500 falls to multiyear low on growth fears. #BQMarkets

Read more: https://t.co/iOztrGBmMM

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

You all keep thinking CB's can actually control inflation by trying to suppress demand. Here is the problem right now. We are in a structural supply deficit across energy, metals, and ags. CB's cant fix this.

[Rahul Saraogi @RahulSaraogi]

Couldn't agree more. Windfall tax on crude oil, export duty on steel and iron ore. The bureaucracy in India is just unable to let go of its socialist mindset.

[Anas Alhajji @anasalhajji]

@amitarunk I have been monitoring India's energy policies for a long time. I can say this with all sincerity & love for India:
Indian politicians adopt the best policies in the world, but somehow, just when the fruit is ripe & ready, they snap & do something that would nullify the policies!

[Anas Alhajji @anasalhajji]

Well.. the windfall profit tax scared them!

"Favourable geology, open data access, supporting policy regime and ease of doing business were the major drivers to attract potential US players to invest in India's energy and petroleum" India

https://t.co/kATKY4ht0E

[zerohedge @zerohedge]

One thing everyone can agree on: the Fed is always late, and then it always overreacts. And the next reversal will be bananas

[Eric Nuttall @ericnuttall]

Outstanding speech by @aramco CEO on energy ignorance, the exhaustion of spare capacity, and the ongoing lack of sufficient capital investment. We remain bullish. https://t.co/rl5zSXac67

[Rahul Saraogi @RahulSaraogi]

Road to electrified vehicles will pass via hybridisation: RC Bhargava, Chairman, Maruti Suzuki - The Economic Times https://t.co/Bu2EG2KM2h

[Rahul Saraogi @RahulSaraogi]

Lets aim low so we can achieve lower. Saving this for posterity.

https://t.co/kil49DwyyX

[Rahul Saraogi @RahulSaraogi]

Happy 75th Independence Day to all my fellow Indians. We are just getting started. Here is to another glorious 75 years. Jai Hind!

[Sanjeev Sanyal @sanjeevsanyal]

My interview with Navika on Times Now about current state of the Indian economy: https://t.co/vaspff0ylf

[Vandana Hari @VandanaHari_SG]

A hefty “windfall gain tax” slapped on domestic oil producers from July 1 to bolster the central government’s coffers could cause irreparable harm in the long run, I write in this column.
https://t.co/MOUtXW0BIh

[Adam Townsend @adamscrabble]

💬I put Putin's speech on my blog 🔥 You should read it. Bombs ain't gonna win this war 💣

📖 Transcript and downloadable audio file👂for however it gets into your head.

https://t.co/lXqiFRg3pb

[Rahul Saraogi @RahulSaraogi]

Won't happen if government taxes exports @JM_Scindia.

India squandering golden opportunity to build global marketshare. Please allow markets to function!

https://t.co/uKUj0xftMp

[Rahul Saraogi @RahulSaraogi]

Supply!!! Windfall taxes DO NOT encourage capex and supply.

Commodities Suffer 'Revenge of the Old Economy': Currie https://t.co/XwxU6vtaKq via @YouTube

[Rahul Saraogi @RahulSaraogi]

Supply!!!

Crisis in the Oil Market Hasn't Arrived Yet: Blanch https://t.co/CGZttmucci via @YouTube

[Rahul Saraogi @RahulSaraogi]

Chevron CEO on Oil Demand, Costs, Refinery Closures https://t.co/Ff9L8AvSOG via @YouTube

[Rahul Saraogi @RahulSaraogi]

Commodity super cycles are primarily driven by supply constraints. Rising interest rates/recessions do not interrupt them. On the other hand tighter money exacerbates supply disruption. Supply disruptions get worse with higher prices (due to intervention).