Getting Started

Try to cover topics like Indian and Global economy, Finance and Indian Society.

[Getting Started @StartedBetter]

@Iamsamirarora One more year of consolidation at index levels will indeed put paid to the confidence on the SIP front.

That consolidation is a near certainty.

[Getting Started @StartedBetter]

@Iamsamirarora One more year of consolidation at index levels will indeed put paid to the confidence on the SIP front.

That consolidation is a near certainty.

[Getting Started @StartedBetter]

@dandolfa What response?

Deep Seek was about MoE.

What did america do?

Bloxkade of chips.

China hits back with its own chips(ascend 350 is being widely used by all open wts)

By 2030 the compute advantage will be zero. At this rate nobody in the world will be using anthropic

[Getting Started @StartedBetter]

@dandolfa and open ai along the way.

There is no way out.

[Getting Started @StartedBetter]

@dandolfa What response?

Deep Seek was about MoE.

What did america do?

Bloxkade of chips.

China hits back with its own chips(ascend 350 is being widely used by all open wts)

By 2030 the compute advantage will be zero. At this rate nobody in the world will be using anthropic

[Getting Started @StartedBetter]

@ActusDei The only relevant point of discussion now is monsoon.

It looks like a poor one.

Pocketa hit are responsible for legumes, oil seeds, fruits and veggie.

Impact on food inflation will be stiff.

[Getting Started @StartedBetter]

@ActusDei The only relevant point of discussion now is monsoon.

It looks like a poor one.

Pocketa hit are responsible for legumes, oil seeds, fruits and veggie.

Impact on food inflation will be stiff.

[Getting Started @StartedBetter]

This

[Getting Started @StartedBetter]

Paul Krugman has been a consistent China basher.

This one is pretty telling given that that chart on Chinese consumer real estate price over 20 years.

[Getting Started @StartedBetter]

This indeed true.

[Vineet @Vintosh]

@sandipsabharwal For engagement farming and promoting some stock / movie my suggestion is don’t risk your brand image that of financial expert and market observer. You know the agenda of these films and financing backing them.

[Getting Started @StartedBetter]

since the turn around in Feb this year, in the chemicals space have been

Navin Flourine
Balaji Amines
Privi Splty

2/2

[Getting Started @StartedBetter]

Someone shared API prospecta of AMI Organics in whatsApp in 2023.

I have been talking about this even prior to that.

It has a new name - Acutaas Chemicals.

It has performed across this period when chemicals in general have under performed.

The other picks

1/2

[Getting Started @StartedBetter]

policy targetted around these tier 2 and 3 cities, especially centred around AI ensures viability.

Anti-China propaganda handlea like @robin_j_brooks , @michaelxpettis and others are having nightmares post this😂😂😂😂

[Getting Started @StartedBetter]

This is the most widely shared chart over the last 24 hrs.

The realty boom that accompanied the blistering growth in the economy has been completely wiped. It has happened with out so much as a whimper in the growth trajectory

/1

[Getting Started @StartedBetter]

A decade back home ownership was considered the most worriesome social issue in China.

While the issue is not completely attended in tier 1 cities, it is not so in tier 2 and 3.

About 100 million more houses are now available on the public housing inventory. Industrialp

/2

[Getting Started @StartedBetter]

@tanvi_ratna US still winning the war in Iran. No?

[Getting Started @StartedBetter]

@LukeGromen Jokers like @robin_j_brooks and @Brad_Setser and @michaelxpettis will probably commit zoo now? 😂😂😂😂😂😂😂

[Kathleen Tyson @Kathleen_Tyson_]

This is brilliant and should be studied by central bankers everywhere! Peoples Bank of China was the first to deflate a massive, leveraged housing bubble without a single quarter of economic contraction or loss of growth momentum in the real economy.
A success for the history books.

[Power to the People ☭🕊 @ProudSocialist]

You won’t find a better explanation for why China is rising & the US is declining:

“In America, you can change parties but you can’t change policies. Billionaires control all policy. In China capital doesn’t have enshrined rights. In America, capital has risen above the nation.”

[Getting Started @StartedBetter]

@anshuman1tiwari That — a Fed that stops hiking — is the rupee's last remaining // this is a jumble.

RBI intervention should not in the first place appear along with the others in the laundry list. It is the lever rbi might want to engage in the event of "adverse" end results.

All those