Shome suvra

MBA from IMI, Delhi, 17 yrs of experience with 8 yrs as lecturer in B.P Poddar management college.

[Shome suvra @Shomesuvra]

in mixed market economy gvt retains the power of allocation of resources though other fns is market driven.

[Shome suvra @Shomesuvra]

The most wanted way is to increase long term lending which if increases equity by 1% will reduce MCLR by certain % as there will be less borrowing.

[Shome suvra @Shomesuvra]

@MahindraFin Might have lent less as efficiency comes to cost to income ratio. A quarter impressing the balance sheet picture.

[Shome suvra @Shomesuvra]

@Stephanie_Link How to explain it? Taken for granted cost sheet for individual product,

[Shome suvra @Shomesuvra]

@HarvardBiz In India auto sector has good prospects. There is valuation unlocking as Tata EV got good valuation.

[Shome suvra @Shomesuvra]

@HarvardBiz There is smallness & nimbleness which can be advantageous for small businesses had gained from economies of scope.

[Shome suvra @Shomesuvra]

@CNBCTV18Live @DasShaktikanta @RBI @latha_venkatesh @_ritusingh Regulatory groupthink often fails in intellectual framework. Definitely should be be more transparent & collaborative in global context.

[Shome suvra @Shomesuvra]

@Stephanie_Link is it wind firm or gone with the wind?

[Shome suvra @Shomesuvra]

@HarvardBiz Long synthetic future= long call + short put
Short synthetic future= long put+short call both with same strike price. but synthetic option to be revised. Not got to be for insatiable curiosity.

[Shome suvra @Shomesuvra]

For uncertainty long straddle is important. call option if price rises, put if falls. Co specific.

[Shome suvra @Shomesuvra]

Brand attachment is an important customer mindset in the context of program multiplier.

[Shome suvra @Shomesuvra]

In this pandemic if recovery is hopefully taken as operating risk comes down taking advantage of high brand value is not very contingent. The difference between effect of brand value on current EVA &on future growth can be both +ve or -ve.

[Shome suvra @Shomesuvra]

(ca-cp)qa, ca=act cont per unit, cp=planned cont per unit, qa=actual quantity sold. Adjust with (qa-qp)cp,qp= planned qua sold, whether +ve or -ve
(sa-sp) ma* cp, where sa= actual mkt share, sp= planned market share, ma=actual mkt size, (ma-mp)sp*cp mp= planned mark size, adjust

[Shome suvra @Shomesuvra]

The broader aim of capital accumulation has now included developing social capital other wise could have been retarding for the economy in many sense.

[Shome suvra @Shomesuvra]

@WSJecon Saving & investment is balanced by change in prices & aggregate nominal income.

[Shome suvra @Shomesuvra]

open digital ecosystem can be a public good.

[Shome suvra @Shomesuvra]

@Stephanie_Link Both actual & planned market size should be taken into consideration. There is an unique way of analyzing.

[Shome suvra @Shomesuvra]

broadband for everyone or WiFi to download? APP publicity should be encouraged

[Shome suvra @Shomesuvra]

increasing individual indebtedness is important, much could be achieved if made to be allowed for IPO & sharing the IPO bonanza, For redistribution to be verified how many below poverty line is pareto efficient

[Shome suvra @Shomesuvra]

@WorldBank Poverty should be handled with redistribution of assets, diffusion of skill & microcredit. In India MFI s are though having low default rate but coverage is poor, for capital access much to be from market. Now the norm is 60% of loan should be income generating contd