TheFoolsVoice

The fools voice is a stack of running thoughts, views, learnings about economics, business, markets & personal finance and to learn the unknown.

[TheFoolsVoice @TheFoolsVoice]

Next in line for resignation might be Sashidhar Jagdishan of Hdfc bank Ltd!!!

[Vivek @Vivek_Investor]

This would be a huge loss for the stakeholders of the TATA group.

Great contribution to the group. Amazing visionary.

[TheFoolsVoice @TheFoolsVoice]

@ActusDei Here is the full link is https://t.co/m2Vxa4eEBO

[TheFoolsVoice @TheFoolsVoice]

@InvestorOfJAMMU Will be good to see ICICI bank details as well in the comparison.

[TheFoolsVoice @TheFoolsVoice]

1 year of Capitalmind Flexicap Fund: with

- 34% cash in Mar26
- High churn 47 buy & 55 sell since Jan26

It has struggled to even keep pace with the Nifty 500

Among the newer AMCs-OldBridge, WhiteOak, Abakkus, Helios performance - it stands last

Capitalmind=Marcellus in gyan.

[TheFoolsVoice @TheFoolsVoice]

@deepakshenoy Poorest performance in your momentum based flexicap fund since inception(1 year).

[TheFoolsVoice @TheFoolsVoice]

@vini546 My REIT investing framework: Medium-term capital parking,
- Buy at a discount to NAV
- Exit near NAV
- ~6% annual dividend yield
- ~6% capital appreciation if bought at significant discount to NAV
- Rajeev & Raj from PPFAS have spoken in detail about REITS.

#reits

[TheFoolsVoice @TheFoolsVoice]

@connectgurmeet Remove LTCG tax for all in equity.
Automatically money will flow from NRI and FII...

[TheFoolsVoice @TheFoolsVoice]

@deepakshenoy The scheme is announced only for USD deposits and not for other currencies. and let's see if banks announce 7% for 3 year deposit. HDFC Bank offers only 6.45% for 3 years deposit in INR.

[TheFoolsVoice @TheFoolsVoice]

@deepakshenoy If gov is interested in NRI/FII money, LTCG tax should cease to exist for all.

[TheFoolsVoice @TheFoolsVoice]

@deepakshenoy 7% tax free return in USD term sound good at first.

But what is the transaction cost to move back to abroad the money from FCNR account? Indian banks charge 2-3% as transaction cost right? So we are back to 7-3=4% return. Once money is back to abroad will he be taxed again?

[TheFoolsVoice @TheFoolsVoice]

INR down ~5% YTD 2026.

Forget FII flows -- even NRI money could slow if this trend persists.

- Rupee stability matters.
- So does policy: time to rethink LTCG tax if equities are to stay attractive.

#NRI #INR #rupee #equity

[TheFoolsVoice @TheFoolsVoice]

@gurjota Govt should consider removal of LTCG...

[TheFoolsVoice @TheFoolsVoice]

INR down ~5% YTD 2026.

Forget FII flows -- even NRI money could slow if this trend persists.

- Rupee stability matters.
- So does policy: time to rethink LTCG tax if equities are to stay attractive.

#NRI #INR #rupee #equity

[TheFoolsVoice @TheFoolsVoice]

Layoffs are real at Tata Consultancy Services.
Headcount down by 28,550 in the last year.

Quarter-wise numbers show a clear and consistent decline 📉

#TCS #ITJobs #TechIndustry #Layoffs #TCSQ4

[TheFoolsVoice @TheFoolsVoice]

@bethalaluka @iSatishAgarwal @ccg33k @GoldDealsIndia Did they deduct 3% GST across all shops?

[TheFoolsVoice @TheFoolsVoice]

@KirtanShahCFP @ActusDei Have shared no narrative. Statement by Neil is factual & i acknowledge it as it is my personal experience

By you asking to remove 2025 returns, u want to show that nifty is better across is what is setting a narrative, which MFD’s, ppl associated with business in markets do

[TheFoolsVoice @TheFoolsVoice]

@KirtanShahCFP @ActusDei Ok. I don’t understand math. If you want to share your math please share without sharing a narrative.

Thank you.

[TheFoolsVoice @TheFoolsVoice]

@KirtanShahCFP @ActusDei Stats by PPFAS on different countries also shows the same... Nifty is not on the top in USD terms...

https://t.co/21rwBqfa1d

[TheFoolsVoice @TheFoolsVoice]

Checked PPFAS gift offerings: S&P 500 ranks 1st in 4/6 five-year periods, while DAX ranks 2nd in 4/6 & 3rd in 1 five-year periods. So why focus(diversify) only on US stocks? Europe, especially Germany, deserves a look! #Investing #PPFAS #DAX

[TheFoolsVoice @TheFoolsVoice]

@KirtanShahCFP @ActusDei Kirtan, I agree that 2025, has been very good across, except India. The charts are different not just for Equity performance in 2025, but the currencies like Euro, CHF, GBP has appreciated by 18-20% last year, covering up for the lag performance in Europe for last 10 years.

[TheFoolsVoice @TheFoolsVoice]

@KirtanShahCFP @ActusDei Ignore SA and Mexico, but look at Europe, Neil mentioned it as a whole, if you take individual countries as France, Germany, Italy and name it, all have done well .. Even if one had invested in world index, he would be far better...