ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS )

#Doubledigittheory DOUBLE DIGIT TIME- DOUBLE DIGIT GROWTH
PMS & AIF
Founder :Invesys Analytics
Co-founder :North East Investors Association

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

Nice meeting with @Amit_Jeswani1 .
Parag Parikh Stallion or Rajeev Thakkar of Alternate Investments .
Consistent Compounder

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

@nrmangal @dhawal20jain Bhai Mauj Kar di

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

Its a tough time to be an Indian domestic investor lets be honest.

no returns for the last 2 years. A bear market that began in September 2024 and still showing no signs of recovery

Dwindling macros. Rupee at record lows. Large Foreign investor exits from India.

but as I say , tough times dont last, tough people do.

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

Suggestions to Govt of India for controling #slidingrupee
1. Stop minting or printing of fresh currency
2. Sell USD from its foreign currency reserve
3. Increase repo rate by 25 basis points .

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

The government’s chief economic advisor says the rupee is undervalued, and that is probably correct. However, the slew of official measures recently announced—the calls to reduce foreign travel, buy less gold, use public transport, work from home, and generally lead a more austere life, apart from higher import duties on gold and silver—are all designed to reduce imports, and thus reduce the mounting pressure on the current account deficit (CAD). A high CAD, in combination with low foreign capital inflows, would put further downward pressure on the rupee. CAD matters in the short run, but in order to arrest and reverse the decline of the rupee, the real task is internal—to raise economic growth and productivity.

The focus of public attention is the rupee’s nominal exchange rate against the dollar. Against a basket of currencies, the decline has been less sharp, although the rupee is still Asia’s worst performing currency against the dollar. The nominal effective exchange rate (NEER) is the weighted average of the exchange rates vis-à-vis a basket of currencies, the weight attached to each bilateral exchange rate being the volume of trade with the country issuing the currency. When the bilateral exchange rate is multiplied by the ratio of indices that represent the price levels in the two trading partners, before being weighted with the trade volume and then being averaged, we get the real effective exchange rate (REER), which rids the NEER of the effect of relative inflation. Movements of the REER from the level in a base year tell you how much the currency has strengthened or weakened since the base year, against the currencies of our most important trading partners after adjusting for inflation. A strengthening rupee makes imports cheaper in the domestic economy, and exports pricier in our export market. Conversely, when the REER goes down, our exports become cheaper for their buyers, while imports, including inputs for exports, become more expensive. Compared to the base year 2022–23, NEER has slumped over 15%, while the decline in the REER has been a more modest 10%.
https://t.co/AATWYR9m2f

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

Indias REER below 90

One of the most undervalued readings in the last decades .

One of the Most Important data observed by FIIs and neglected by DII

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

@UnlistedZone @SEBI_India The website is openly doing fraud .It will be better if investors keep away from this.
Sebi should take cognizance of the matter.

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

@nrmangal Nitin Bhai you cannot question Government .Because nowadays govt is not responsible .

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

Pm Modi advice
Not to buy Gold for 1 year for supporting our nation ,
But NSE launched Electronic Gold receipt #EGR
i will not buy
Physical Gold
Gold ETF
#EGR
I will not buy any Gold for 1 year

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

@nsinghal211 it they go straight , the elevation angle of path will be very high than normal standard of max 6 %

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

very good point . Indian has now only learned equity investing.

[Steve Hanke @steve_hanke]

Ruchir Sharma, Chairman of Rockefeller International,  on Americans’ overexposure in the equity market:

“America is the only country where people have more of their wealth in the stock market than in the property market.”

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

Why India needs 31 chief Ministers ? I think one Prime Minister can easily govern India.

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

Total Number of Legislators in India is 5342
it is going to increase upto 8013
Already We are having the highest number of legslators in the world .
Maximum Legislators/parliamentarion in the world
at present
India 5342
China 2987
UK 1430
Italy 951
France- 925+
Germany-736
North Korea-687
Turkey-600
Egypt -596

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

Good Lesson from Rajeev Sir

[Ronit Pereira @CAronitpereira]

“People take wrong lessons from life of Mr. Rakesh Jhunjhunwala. Your corpus comes from Job.”

99% of you will fail if you’re coming with expectations of getting starting capital from stock market.”

- Rajeev Thakkar.

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

Gr8 Lesson

[Ronit Pereira @CAronitpereira]

“I don’t stake more than 2-3% of my wealth in trading.”

“I never feel stressed after losing money. I may feel for 5 minutes but as Churchill once said - you will loose many battles to win a war.”

- Rakesh Jhunjhunwala. 2006. CNBC

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

The world was impressed by *“AI”…*
But now *A = America* and *I = Iran* are troubling everyone 😅
People said *AI is dangerous…*
Now we understand which *AI they were talking about ...!!* 😂

[ANURAG PODDAR - INVESYS (INVESTMENT SYSTEMS ) @b2anuragg]

Very Informative