Amit N Jha

Banker (Corporate Finance/Treasury/Audit). Trained to trust numbers. Wired to question narratives. Compounding capital and conviction.

[Amit N Jha @amitjha07]

NIFTY in USD terms 👇

5Y: Volatile, entry matters
10Y: Decent, not linear
25Y: Serious compounding

Lesson:

Short term → noise
Long term → wealth creation

If your horizon is 20+ years, history is clear:

You don’t lose money in equities.
You lose patience.

#Nifty #Investing

[Aditya @Adityaacard]

If anyone ask you, what Modi and BJP have done in 12 years.

Just show them this video and tell them, This is the CM of Kashmir talking about bringing PoK back into India.

You should remember that there was a time when people in Kashmir were afraid to even identify themselves as Indians and could not openly hoist the Tricolour.

This is the change brought by Modi.

[Amit N Jha @amitjha07]

@connectgurmeet #Nifty being flat doesn’t mean higher taxes have no cost. The real issue is the after tax return on capital.

Raise #LTCG #STCG, and you reduce the reward for taking equity risk at the margin, potentially diverting capital to other assets or consumption.

[Gurmeet Chadha @connectgurmeet]

Nifty 50 on eve of Independence Day

14 Aug 2024: 24,200
14 Aug 2025: 24,600
14 Aug 2026: 24,300

Capital gain taxes were increased in July 2024 :)

[Amit N Jha @amitjha07]

@sanjeevsanyal @TheEconomist Uniform laws: progressive when Britain does it, oppressive when India does it?

[Sanjeev Sanyal @sanjeevsanyal]

Apparently, a uniform set of laws for all citizens is good for Britain but somehow not for India. A very interesting view from @TheEconomist

[Vikas Khemani @vikaskhemani]

To one and only, Rakesh Bhaiya. The one who was believer, learner, risk raker, risk manager, self aware, trader, investor, friend, family man, philanthropist, visionary and a big bull on life and India. He was #RARE. We miss him and his timeless wisdom.
Here is our tribute to the #legend
@utpalsheth
@carnelian_asset
@khemani_swati
@CNBCTV18Live
@NDTVProfitAlpha
@ETNOWlive
@nikunjdalmia
@niraj_shah @_prashantnair @_soniashenoy @ShereenBhan
@AnilSinghvi_
@ZeeBusiness
@_anujsinghal
@CNBC_Awaaz @LuckyInvest_ARK
@narendramodi

[Tukaram Mundhe @Tukaram_IndIAS]

Stand by What’s right

Leadership is tested when doing the right thing is not the easiest thing to do.
Positions change. Circumstances change. Principles must endure.

#TukaramMundhe #Leadership #Inspiration #public

[Aravind @aravind]

This is something all Indians must understand leaving behind politics and ideologies:

The massive boom in India's infrastructure in the last 10 years is undeniable. Be it highways, border roads, airports, trains, metros, or ports - there's a 100-300% increase compared to before. No joke.

I have not seen this level of development and building for decades before. Projects are not just announced but are actually being completed and inaugurated.

When you have this much infrastructure being built by thousands of contractors and companies, there will always be some issues come up. From bad quality here and there to delays in some.

It happens in every country. Even in the most developed and advanced ones like the very large US or very small Singapore. They too have leaking metro stations, roads that cave in, bridges that break, and trains that breakdown.

But only for India, there's a coordinated communist campaign being run online to blackpill Indians by lifting every issue around the large country, amplifying it as the worst that only happens in India, to destroy the credibility of India's development and government.

If you suddenly start building 100,000 kms of highways, using thousands of contractors and hundreds of companies, yes there will be a few kms of bad patch somewhere or a bad contractor doing a shoddy job.

Yet, that is being taken and amplified online to disillusion Indians about their own democracy, destroy their confidence, and derail India's development using their disillusionment. They are made to believe and say "Everything is bad, everything is corrupt."

This is being done in a coordinated way targeting India's youth primarily. Because the adversaries know India's youth have no past experience to judge. And they are the ones who will take India to the future.

They can be easily programmed showing only the glitzy images of Shangai & Shenzen to make them feel sad about their cities. They know by disillusioning them, and destroying their confidence, India's development can be arrested for a long time.

If you as an older adult understand this and the significance of the current infrastructure boom for the future, it is your responsibility to inform at least a few of the people you know offline about what's going on.

It's OK you get challenged, ridiculed, or even abused. Because we know the mental programming and blackpilling is that much these days. Yet, it is important to try make them understand for India's sake.

[Zafar Shaikh @InvesysCapital]

We rarely get such officers in Bureaucracy.

I am sure he is here for just few more months & then transferred to another posting.

(21 years of service with roughly 25 transfers)

System doesn't tolerate such officers for long.

[𝔸𝐧𝐢𝐫𝐮𝐭𝐡𝐚𝐧 @alwarkadiyaan]

You know what more Modi did? Made Indian railway tracks 💩free .
Yes you read it right, earlier during congress regime,whenever you used washroom in train your 💩 directly dropped in tracks. Railway station used to be smellly as sh!t.
• DRDO invented the tech before 2004, but UPA took 7 years to just sign a MoU. Only ~10k cosches were fitted with bio toilets, thst too without any redressal.
• Under BJP government a massive 333,191 coaches were fitted with bio toilets.
• 97% trains were rapidly fitted with biotoilets under Mvdi government.

History will really celebrate Modi.🤌

[The Indian Matrix @indianmatrix]

How much of India's infrastructure was built after 2014?

• 100% of Dedicated Freight Corridors
• 98% of Solar Capacity
• 85% of the Expressway Network
• 79% of Tap Water Access
• 75% of Metro Rail
• 71% of Port Capacity
• 69% of Railway Electrification
• 60% of 4-Lane National Highways

Infrastructure is built over decades.
But some decades build more than others.

[Amit N Jha @amitjha07]

@EquityInsightss IT service giants are downsizing team structures, Global Capability Centers (GCCs) setting up shop in India will become the primary absorbents of high-end tech talent, altering where tech wealth is concentrated.

[Vinodh Kumar @StringReveals]

A vision that once looked impossible is now becoming reality.

Madhya Pradesh has completed India's longest underground water tunnel, a 12 km engineering milestone through the Vindhya ranges. The ₹1,600+ crore Sleemanabad Water Tunnel will carry Narmada water to the Son basin without pumping, bringing irrigation to nearly 2.45 lakh hectares of farmland across Satna, Maihar, Katni, Jabalpur, Panna and Rewa.

This isn't just infrastructure, it's a long-term investment in farmers, water security and the future of rural Madhya Pradesh. 🇮🇳🌾

[Kishore Vaid 🇮🇳 @KishoreVaid]

Fraud @1shankarsharma has spent almost an year in Tihar for money laundering.
He has had multiple cases filed against him by SEBI for market manipulation in penny stocks.
His PMS has been shut down.
Yet he has the cheek to foul mouth fund managers with impeccable integrity.
How does he get time on media channels ?
He pays his way through.
Never trust a man with no integrity

[Shreenidhi P @nid_rockz]

When taxation is the only thing govt cares for

Results are self explanatory

India vs global mkts for last 2 years

Looks like so called "Shock Absorbers" need a special shock treatment

Japan,Korea, Taiwan are up between 100-200% over the last 1 year

Nasdaq up 38%
Dow up 26%

DAX almost nearing life highs

All we do is:
Keep taxing middle class every year and burden them
Increasing taxation on equity markets and make sure FIis run out of India
Give freebies to the ones who don't want to work
Periodically, do farm loan waivers for the ones who never pay tax
On top of it, govt is doing OFS in such kind of mkt 🙏🙏

[Amit N Jha @amitjha07]

@Normal_2610 If management executes well, earnings can scale sharply because the current profit base is small. But until cash flows improve and funding visibility becomes clearer, the stock remains a high risk, high reward defence turnaround rather than a straightforward compounder.

[Amit N Jha @amitjha07]

@soicfinance The market now has to answer a harder question . Are these companies entering a genuine multiyear CDMO upcycle similar to what Indian IT services saw in early outsourcing years or are we approaching the “everyone expands together” phase that eventually pressures returns?

[Amit N Jha @amitjha07]

@dugalira The policy focus appears centered on managing smaller, politically easier outflows, while the largest drivers of dollar demand and capital flight remain structurally unresolved.

[Amit N Jha @amitjha07]

@connectgurmeet Foreign capital is extremely sensitive to policy stability. If another country offers similar growth with easier taxation & stable currency, flows move fast.

The problem is domestic flows can support equities, but they can’t replace the USD inflows needed for currency stability.

[Gurmeet Chadha @connectgurmeet]

Rupee now 96.. it was 91-92 even before than Iran war started.

Main issue is outflow of foreign capital. Difficult to understand the rigidity on reducing taxes related to capital markets.

It’s undoing all reforms and good work in the economy..