Pratyush

जानामि धर्मं न च मे प्रवृत्तिः
जानामि पापं न च मे निवृत्तिः ।
केनापि देवेन हृदि स्थितेन
यथा नियुक्तोऽस्मि तथा करोमि

[Pratyush @RathiPratyush]

India's case is interesting here. Subdued interest from the private side for the past many years, deleveraged balance sheets, banks ready to lend with NPA under control, 12% FY27E nominal GDP growth, high double-digit earnings growth so far. Confidence is still a question.

[Pratyush @RathiPratyush]

All the capex plans look good in a model discounting future benefits. Then you look around and see yields exploding; then you take one more step back and ask what if these investments disappoint? Alphabet's reaction last week reflects how much optimism is still priced in.

[Pratyush @RathiPratyush]

@jain_harshit They could have just put a cap of 2 gb per day like before. No one would have complained as everyone was conditioned enough to live with data limits.

[Pratyush @RathiPratyush]

@riteshmjn Long end of the curve is reflecting fiscal premia, BOJ can't influence long end of the curve much. Though it can't be denied that BOJ is behind the curve, it is!

[Pratyush @RathiPratyush]

@iceman93fk @gurjota 30y treasury will have duration of around 20ish. Basically it means for each 1% rise in yields, bond value will go down by ~20%. So unless you see rates going down from here, holding long duration is very risky. (Yes you get huge upside in case yields drop, because of convexity)

[Pratyush @RathiPratyush]

@BJP4India Yeah mfs, good luck for Loksabha elections this time

[Pratyush @RathiPratyush]

@riteshmjn Where can i read/find it?

[Pratyush @RathiPratyush]

@vishwastam As per this app even 1 cr pa salary is considered not enough to survive

[Pratyush @RathiPratyush]

@TraderBillyAU In a non institutional setup, what you think should one read to atleast get into that line of thinking?

[Pratyush @RathiPratyush]

@theskindoctor13 Brands should be equally concerned about these practices. FMCG companies have been posting muted sales growth for the past few years; tbh these are low hanging fruits for them to improve sales numbers. Spend some money to make it easier for customers to verify authenticity

[Pratyush @RathiPratyush]

@_healthZwealth_ There is a limit to margin expansion, and we are already in the upper quartile. Also if we exclude exceptional items, bottom line numbers fall to low double digits

[Pratyush @RathiPratyush]

@Geiger_Capital @Citrini7 Very myopic view with no sync with on ground developments

[Pratyush @RathiPratyush]

@InvestorOfJAMMU Good. Now compare growth rates

[Pratyush @RathiPratyush]

@drmhowrah @EasternRailway Lol kindly keep a check on your AC attendants. Coach dustbins are being emptied while the train is running. Lecturing passengers won’t help if staff or outsourced workers remain careless

[Pratyush @RathiPratyush]

So #ABB out of nowhere was up 6% yesterday and today management revised their guidance to positive. This was the same Management which kept saying that outlook is weak, and the sentiment kept the stock down for so long. But clearly someone knew this yesterday. Peak efficient mkt

[Pratyush @RathiPratyush]

Clean intra-cyclical rotation where capital is moving from domestic, rate-sensitive cyclicals (Realty) into globally priced, cash-generative cyclicals (Metals). Multiple headwinds in real estate today, and I don't see significant rate cuts in 2026. More pain ahead.
#NIFTYMETAL

[Pratyush @RathiPratyush]

@riteshmjn A weak yen is fine until Japan has to defend it, because then UST dumping becomes a risk, isn't it?

[Pratyush @RathiPratyush]

As expected
Quarterly update released by CSB Bank
Gold Loans up by 46% at 19,023 Cr

[Pratyush @RathiPratyush]

#CSBBANK earnings are expected to deliver a positive surprise in the coming quarters, thanks to the under-rated gold loan portfolio.

Recent price action suggests that institutions have begun accumulating it. Invested around 400 levels, will add more.

[Pratyush @RathiPratyush]

@oldschoolmonk Never deleting this app