Aseem Seth

All Tweets are personal. RT are not an endorsement.

[Gurmeet Chadha @connectgurmeet]

UTI mastershare in 1992 had 6 cr investors

Today unique MF investors have crossed 6 cr.

To all those who say surge of retail investors in SIP are responsible for rupee falling n FII exit - we are not even close to global standards

We will be 15 cr sip investors in next 6-8 years and SIP book will cross 1 lac crore Monthly and $100 Bn a year.

You can continue ranting !!

[vijaimantri @vijaimantrimf]

Are FIIs are smart and MF Managers and SIP investors dumb?

Two attached pictures of an article appeared in The Indian Express are self explanatory.

No one talks about accident avoided.

Dubai wale chacha keep blaming SIP investors and Fund Managers (1/2)

[Gurmeet Chadha @connectgurmeet]

Excellent policy by RBI.. Removing LTCG & withholding tax on govt securities & move on hedging Currency for FCNR B deposits will get us good inflows

However outflow is predominantly in equity .. if we lose another $25-30 Bn more in FPI selling , it will offset any gains.

Request re looking equity taxation as well!

[Gurmeet Chadha @connectgurmeet]

My elder brother shared this

Bachpan Tendulkar se nikla
Jawani Kohli se
Budhapa Vaibhav se niklega :)

[The Analyzer (News Updates🗞️) @Indian_Analyzer]

🚨 HUGE! BSNL’s Remarkable Turnaround
- Revenue has increased by 19% to ₹25,000 crore in just two years 🤯
- EBITDA has jumped dramatically from ₹50 crore to nearly ₹7,000 crore.

BSNL is now giving ₹1 SIM cards through India Post offices to let people try their services.

The company has successfully rolled out indigenous 4G on 1,00,000 towers within a single year and perfected it to near-global standards.

India is now only the 5th country in the world to Bharat delivering real results in telecom! 🔥🇮🇳

[Erik Solheim @ErikSolheim]

Congrats India 🇮🇳 - now the world’s second largest solar market.

→ 50 Gigawatt of new solar capacity added in 2025 alone
→ Total installed capacity now at 150 Gigawatt
→ China holds #1. The United States has slipped to #3.

US is still number 2 in total installed solar capacity, but India passed in actual deployment. This will be supercharged by the war in the Strait of Hormuz. The sun is Indian. The wind is Indian. The great rivers of india are Indian. Every drop of oil India replaces with renewables, make India richer and more energy independent.

The first 50 gigawatt took India 11 years. The next 50 gigawatt tok India 3 years. The last 50 gigawatt, the one that pushed India past the US, took 14 months.

[Kevin Pietersen🦏 @KP24]

Vaibhav told me he wants to score 200 in a T20.
I believe him!

[Gurmeet Chadha @connectgurmeet]

*DBT for Power Reforms*

In India Agriculture power is free. Commercial power is ~Rs 10 per unit to cross subsidise it. China is Rs5-6 per unit

Instead of making power free, we can transfer cash to genuine farmers plugging leakage n theft

Or we can reduce commercial power by Rs 2 per unit. Will make our manufacturers more competitive and increase production n exports. This will more than make up for cost of reduction.

[Gurmeet Chadha @connectgurmeet]

Heartbreak for the Kid… what a knock .. 99 runs in 29 balls .. smacking Cummins and quality fast bowler at this age..

We need him in the team …

[Gurmeet Chadha @connectgurmeet]

Honourable FM comment on being open to feedback on revaluation of taxes is welcome.

India can attract patient risk capital if it can reduce capital gains ,make it residency based.

We have the potential to compete with likes of Singapore as global financial hub and China as Global factory

Need to think BIG! We have a window of opportunity due to huge disruption in supply chains.

[Gurmeet Chadha @connectgurmeet]

RBI announces $5 billion Dollar/ INR Swap on 26th May.. got some DMs. Will try and simplify

-basically commercial banks like SBI , hdfc etc will sell dollars to RBI and take Rupees in return
- after 3 years banks buy back the same amount of dollars & They have to return the rupees . This is obviously done at an agreed swap premium.

Why it is done - it infuses rupee liquidity ( banks get rupee)and also helps stabilise the currency as RBI gets dollars.

[Gurmeet Chadha @connectgurmeet]

The inaction on addressing FII outflows and slowing FDIs has costed us big .. rupee at almost 97…

This is poor policy response !!! It’s not just the crude .

[CA Ruchita Vaghani @R_N_Vaghani]

Our Rupee is Absolutely Fine.

This arrogance leads to this Disaster.

Only her Resignation can Save Indian Economy.

[Gurmeet Chadha @connectgurmeet]

Top billionaires are accelerating capex in AI, Humanoids , Spacetech, fuel cell , defence tech

Our top business houses (with few exceptions) are doing paints ,colas, icecreams , house fittings, IPL teams etc..nothing against them as India is a large consumer market but the urgency to pivot n innovate is missing .

Nifty 50 and Nifty 100 composition will change big time in next 3 years.

[Venkatesh Alla @venkat_fin9]

Dear @IncomeTaxIndia, stop taking income tax even before salary is credited to my bank account. Who worked the whole month, you or me? Have some common sense. At the end of the year, if I owe taxes after expenses, I will pay them, just like corporates do. Why is the salaried middle class treated differently every single time? Stop this nonsense. Enough of squeezing honest taxpayers. @FinMinIndia @nsitharaman

[Aseem Seth @aseem_seth]

@deepakshenoy @CapitalmindMF Really appreciate great initiative

[🚨Indian Gems @IndianGems_]

For the last seven years I've been telling you she's the worst Finance Minister in Indian history. People are finally realising it now.

[I am Sumati @iamsum80]

In India you can get anything under 15 minutes, except justice. It takes around 15-20 years.

[Manu🇮🇳🇮🇳 @mshahi0024]

📍SHOCKING : Below is the Major Market 1-Year Returns Amid Global Crisis for investor's.

Will @nsitharaman resgin?

[Aakanksha Gupta @aakankshalovely]

One single decision to extract taxes thru LTCG, STCG and STT has led to Rupee underperforming every single currency even Pakistan and Bangladesh.

Finally what happened ? Due to bearish market government did not get any STCG or LTCG. STT declined due to less transactions.

But the main damage happened due to FII pulling out 4.5 lac cr in last 4 yr with almost 2 lac cr in just 4 months of 2026. Rupee has suffered massive damage and declining every day putting pressure on foreign exchange reserves.

Now the train has left the station. India badly needs the war to end and crude to go down to $60 else we will slowly grind in this range of 22000 to 25000. If crude goes above $120 then we will break 22000 and go towards 20000.

#Nifty
#Sensex