Ruhshaad Daroga

Investments. Economics. Motorcycles. My tweets are purely my personal views.

[Ruhshaad Daroga @RuhshaadD]

Analysing India's last one month Covid19 data it can be seen that the total positive cases have grown 6.05x while the total recovered cases have grown a whopping 13.87x. Is India flattening the curve?

[Jesal Shah @jesal_jesal]

Indian markets are overheated. How long will they stay at the boiling point remains to be seen? #StockMarket #investment

[Jesal Shah @jesal_jesal]

TV18 now going ballistic. Content is a critical part of the trinity of Telecom, Retail & Media. TV18 now at 36.50 and moving higher. Some large tie ups in the pipeline.

[Kalpak Iyer @satt_iyer]

@kaul_vivek Merging of the PDS with the India post. Supply of subsidized items could be directly home delivered via a govt e-commerce app. On this app, there could be a wallet where DBT takes place. All essential items to be made available on this app. Leveraging technology to phase in UBI?

[Ruhshaad Daroga @RuhshaadD]

Now that air travel is being permitted, how should air tickets be priced?

[Ruhshaad Daroga @RuhshaadD]

@jesal_jesal @MeghaVishwanath Golden words

[Megha Vishwanath @MeghaVishwanath]

Layoffs at startups so far (with % of total workforce)

Ola: 1,400 (25%)
Swiggy: 1100 (14%)
Sharechat: 101 (25%)
Livspace: 450 (15%)
Zomato: 500 (13%)
Cure Fit: 10% of trainers
Blackbuck: 200
Udaan: 3000
Oyo: Many employees furloughed
WeWork India: 100 (20%)

[Jesal Shah @jesal_jesal]

Economic stimulus turned out to be like a over hyped Netflix show.
The trailer - fantastic.
The first episode begins with showing a flash of the Intro.
Each episode begins with a recap (you don't have a skip recap option) 1/2

[Ruhshaad Daroga @RuhshaadD]

A trader who gets his entry price wrong is called a long term investor 😉

[Ruhshaad Daroga @RuhshaadD]

@porinju Would that not take away our "demographic dividend" 20-30 years down the line? Rather than curbing population, would it not help if we could bring that population into our skilled workforce?

[Jesal Shah @jesal_jesal]

With Rs. 90,000 crore liquidity injection for discoms announced by the Finance Minister and state credit guarantees already in place, State Power Corporation bonds look like an extremely attractive Fixed Income investment right now.

[Ruhshaad Daroga @RuhshaadD]

Opening up of liquor shops even in red zones shows how inelastic the demand for liquor is even for the treasury.

[Ruhshaad Daroga @RuhshaadD]

Expecting a rise in entry level two wheeler sales next quarter as people refrain from using public transport to maintain social distancing. Scooter sales especially will be the key number to watch.

[Ruhshaad Daroga @RuhshaadD]

All you need to do in a recession is be on the right side of policy reaction. The returns will follow.