Vin

Economics/finance research; Ex-global/local banks, Macro Investor

[Vin @VinTrader1]

@shiladitya4u Agree.

[Vin @VinTrader1]

@swing_ka_sultan Exactly the same case for us in Delhi. We had to settle it at 40% less . This was a case 25 yrs ago!!

[Vin @VinTrader1]

@swing_ka_sultan @joseph11345 Price of 3k to 3200 is a good zone for entry

[Vin @VinTrader1]

@sat_esh @unseenvalue Biocon and syngene

[Vin @VinTrader1]

@BetTrader429 @Nick_khandelwal Why are you even doing zero dte these days. step away

[Vin @VinTrader1]

@evelectree @IronyMeter Even innova available at 15-20rs per km

[Vin @VinTrader1]

@ChiNNNTTaNNN @Nick_khandelwal Esops

[Rajeev Desai @rajuidesai]

India seems to be caught in a perfect storm with every possible macro variable stacked against it, especially in wake of the tariffs slapped by the US against India and the current geopolitical turbulence in West Asia. But a long-time Asia observer Rob Subbaraman, head of global macro research at Nomura, believes India is primed for an investment boom as China comes to terms with its own growth compulsions as its exports engine cools off. While India may not see a manufacturing effect as powerful as that of China, even “at half its intensity” the growth payoffs would be tremendously beneficial for the country. Subbaraman, in an interview with Fortune India, mentions that while the narrative in India is more pessimistic, the long-term growth arc is unmistakably in favour of the country. Edited excerpts:

India is ripe for an investment boom: Nomura’s Rob Subbaraman.
https://t.co/Y4zfUPCkmZ

[Vin @VinTrader1]

@Bullish2023 Jane Street back in a more potent avataar !

[Vin @VinTrader1]

@Bullish2023 U know pretty well Money is not remitted on same day

[Vin @VinTrader1]

@Bullish2023 50/60pe is we know but 100x valuations ??

[Vin @VinTrader1]

@Live_Well_Thee @rajuidesai And authum is now looking to exit yellow diamond (prataap snacks) that they acquired with madhu kela.

[Vin @VinTrader1]

@Bullish2023 Assumption being that war would get over n things will normalise

[Vin @VinTrader1]

@Bullish2023 What happened ? Have I missed something

[Vin @VinTrader1]

@shiladitya4u Sorry that's our birth right 😃

[Vin @VinTrader1]

@PareshBabaria3 @rishibagree Sadly being leftist is fashionable in this country and also in many other parts of the world. Some of it is changing now ..

[Vin @VinTrader1]

@Bullish2023 @jaganmsna If they have the to sellindia banks is their top holding

[Ashish H Kyal, Author, CMT @kyalashish]

#Nifty can move towards the target of 24190 given yesterday, for today it’s better to use dips to 24040 & reversal on 5 mins as buying opportunity for move to 24190 - 24230 levels, support is at 23970

[Vin @VinTrader1]

@Bullish2023 Murthy once said - share bad news upfront n good news slowly. Hcl tech did just that !!