Raman thind

independent investors

[Raman thind @Ramanthind12]

@leadlagreport Hi sir
Requesting ur views on US treasury intervention in stablising yen by selling euro, this looks like a short term workable approach, how are they going to a permanent fix.
Secondly, are we seeing role of cripto like Bitcoin,Eth, XRP playing big role in future as fix solution

[Raman thind @Ramanthind12]

@TamalBandyo Dear Tamal
Requesting ur views on US treasury intervention in stablising yen by selling euro, this looks like a short term approach, how are they going to a permanent fix.
Secondly, are we seeing role of cripto like Bitcoin,Eth, XRP playing big role in future as fix solution

[Raman thind @Ramanthind12]

@elerianm Hi sir
Requesting ur views on US treasury intervention in stablising yen by selling euro, this looks like a short term workable approach, how are they going to a permanent fix.
Secondly, are we seeing role of cripto like Bitcoin,Eth, XRP playing big role in future as fix solution

[Raman thind @Ramanthind12]

@elerianm Hi sir
Requesting ur views on US treasury intervention in stablising yen by selling euro, this looks like a short term workable approach, how are they going to a permanent fix.
Secondly, are we seeing role of cripto like Bitcoin,Eth, XRP playing big role in future as fix solution

[Raman thind @Ramanthind12]

@steve_hanke Hi Steve
Requesting ur views on US treasury intervention in stablising yen by selling euro, this looks like a short term workable approach, how are they going to a permanent fix.
Secondly, are we seeing role of cripto like Bitcoin or XRP playing big role in future as fix solution

[Steve Hanke @steve_hanke]

The 10-year U.S. Treasury yield recently surged past 4.73% to a 52-week high.

Trump’s tariffs, the war on Iran, and the inflation genie have been a deadly cocktail that has sent bonds soaring.

THE BOND VIGILANTES HAVE COME OUT OF HIBERNATION.

[Raman thind @Ramanthind12]

Sir
You please let us know, which one should we hold for 10 yrs.
What is the good probable bet.
Regards

[Ted @TedPillows]

You can only hold one of them for 10 years.

Which one would you choose?

$BTC
$ETH
$SOL
$SPCX
$NVDA
$AAPL
$GOOGL
$AMZN
$TSLA

[Raman thind @Ramanthind12]

Hi Sandeep
Keeping El-nino commentry in mind, what impact are we seeing in banking or NBFC stocks with rural and retail focused

[sandip sabharwal @sandipsabharwal]

Weekend Musings
1. The most significant development for India was the rapid pick up of the monsoons. Monsoon moved fast to cover most of the country rapidly after stalling for long. Second half of July will be important to monitor as El Nino is established while IOD is still neutral
2. Commodities continued to correct in general. Gold and Silver could have made a short term bottom as the USD rally stalled post a lower than expected US Jobs data.
3. Many companies, especially Financials, Retail and FMCG companies came out with pre quarterly result releases. Data across companies indicated strong growth trends in a quarter hugely impacted by the Iran conflict. As such future outlook looks better. IIP data was also strong.
4. Several #StockMarkets continued to make new highs while the AI driven stocks rally stalled. A rotational play could be playing out, however its too early to predict.
5. FPI buying into Indian bonds continues while sale of equities has tapered off. A clear reversal is still to be seen.
6. Huge number of new QIP's as well as IPO's have started again along with promoter or PE stock sales as soon as markets have shown signs of revival. This remains the biggest risk to the Indian Market rally
7. Geopolitical risks should be on the backburner for some time as the US Iran conflict is in a state of stalemate with Ceasefire broadly holding.

Overall Stock Market outlook looks positive going into the results season where results will start tickling in from this week onwards.

[Raman thind @Ramanthind12]

@utsavtechie @TheNavroopSingh What is the base of this statement, how did you get to know , any authentic base?

[Utsav Techie @utsavtechie]

Smartphone demand in India is declining sharply

Fewer people are expected to buy smartphones during this festive season

The biggest drop in demand is likely to occur in December and January 2027

[Raman thind @Ramanthind12]

@bsdhanoa Sector 9 petrol pump

[Raman thind @Ramanthind12]

@connectgurmeet Wholesale is like dumping of stock, but there is less traction at dealerships..you will see reversal to means in 1-2 qtrs.

[Gurmeet Chadha @connectgurmeet]

Despite the narrative of high fuel prices poor monsoon, RM inflation etc etc
M&M June PV, CV and tractor sales show continued traction..

There is deliberate narratives n negative coverage on lot of sectors. Focus on actual data and less on noise n thesis..

[Raman thind @Ramanthind12]

@pvsubramanyam @AjayJadeja171 @GautamGambhir Not a right way to blame coach who is architecture of world cup wins...yes this is unexpected, we should trust them, they will fix their issues fast. In cricket, it happens

[Subramoney.com @pvsubramanyam]

@AjayJadeja171 @GautamGambhir #Ajitagarkar

[Subramoney.com @pvsubramanyam]

Congratulations India for beating Ireland!!

[Raman thind @Ramanthind12]

Yes sir, I agree hence requesting ur view considering 2030 in mind.

[Ted @TedPillows]

@Ramanthind12 the hardest part is holding through the noise

[Raman thind @Ramanthind12]

@TedPillows Sir
Considering 2030 timeframe, which asset do you see worth investing BTC or ETH and what should be return expectations.

[Ted @TedPillows]

Bitcoin or Ethereum?

[Raman thind @Ramanthind12]

@AviationAll_ @janam_parikh How are we seeing spicejet moving ahead...they recently added 16 wet lease aircrafts and claiming for operational fleet size to 60 plus by Oct