Chetan Shah

Investing, Trading & Engineering. Tweets, retweets or links - personal not endorsement.

[Chetan Shah @cgshah]

@chokhani_manish @NileshShah68 @udaykotak @latha_venkatesh @_prashantnair @nikunjdalmia Theories like inflation differentials and interest rate differentials not applicable to them😅

[Chetan Shah @cgshah]

@narendramodi Every living being wants to live, be it one sensed to evolved five sensed with decision making ability. This is where Mahavira teachings on compassion, understanding others point of view & resolving conflicts with dialogue can help. Happy Mahavira Jayanti.

[Chetan Shah @cgshah]

Pearls of wisdom in this freewheeeling session by @williamgreene72 moderated by @shahdurgesh at #IndInvConf #CFASocietyIndia @cfasocietyindia...

[Chetan Shah @cgshah]

@VetriSmv at #VIP Summit, @cfasocietyindia with @ravidharamshi77 ...

[Rishad Premji @RishadPremji]

The ability to acknowledge when you are wrong is never easy. I respect leaders who have the humility to do this.

[CFA Society India @CFASocietyIndia]

Register for the 11th India Investment Conference to learn more about the issues that will shape investment decisions in 2021.
Two of our Featured Speakers: Mr. Howard Marks, CFA and Mr. Michael J. Mauboussin
VIRTUAL CONFERENCE | 29-31 Jan 2021
#IndInvConf
https://t.co/NpQLrB9A0v

[Rishad Premji @RishadPremji]

...That’s why The Story of Wipro is also the Story of Azim Premji. From a vanaspati Mftr to a diversified global business, built on a bedrock of solid values. I’m proud to carry forward this legacy. The Story of Wipro, to be published by Westland Business, to release soon. (2of2)

[Jitendra Chawla, CFA @jaycee77]

Pair of opposite ideas which work
~ @Sanjay__Bakshi at #VIP4 @CFASocietyIndia

[Rahil Jasani @rahiljasani]

5 important trends:

Rise of virtual products
Rise of EV
Everything is tech
Rise of ESG investing
Rise of retail investors

- Amay Hattangadi, Morgan Stanley

@CFASocietyIndia #VIP4

[Jitendra Chawla, CFA @jaycee77]

"Active asset management is facing competition from ESG, Quant/Algo and now DIY retail investing."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

[Kartik Vohra @kartikvohraa]

“Do not expect to be taught, discover for yourself”
@yliownyc
#VIP4 @CFASocietyIndia

[Chetan Shah @cgshah]

Roger Sperry could reveal by 1960 that the left hemisphere is more geared toward abstract and analytical thought, calculation, and linguistic ability, while the right hemisphere is more important for comprehending spatial patterns and complex sounds like music

[The Nobel Prize @NobelPrize]

In the 1960s, Nobel Laureate Roger Sperry and his students carried out a series of 'split brain' experiments by severing the connection between the left and right sides of the brain.

Find out more: https://t.co/bQuimVBvCW

[Dr David Frawley @davidfrawleyved]

The Jivatman is the true individual being enduring and evolving though every incarnation. The physical self or bodily identity is but a transient external appearance. The psychological self also is but a fleeting stream of thoughts. We must look to the essence of who we are.

[Chetan Shah @cgshah]

#VIP4 Great insights...@CFASocietyIndia

[CFA Society India @CFASocietyIndia]

"Formal education is a framework to approach life. The key to success is to always be curious to learn." - @chokhani_manish
#VIP4
https://t.co/JyeudPQNaS

[Harsh Kumar, CFA @smilingharsh]

With continuous learning, one develops a commonsense to spot trends

1990s ~Trend of moving business from PSUs to Private sector
2000s ~Rise of China leading to commodities run
2010s ~Technology replacing redundancies

says @chokhani_manish @CFASocietyIndia #VIP4 @malpani_megha

[Deepak Mundra @dpakmundra]

What kills people is not equity but the leverage - @chokhani_manish #VIP4 @CFASocietyIndia

[Megha Malpani, CFA @malpani_megha]

Era of brands have been taken over by technology and has changed the rules of the game, says @chokhani_manish at #VIP4
@smilingharsh @CFASocietyIndia

[Harsh Kumar, CFA @smilingharsh]

In 2008
-3 million agents in India
-Most sold 1 policy/month
-One needed at least 10k/month to survive

Root cause for agents to sell only high expense insurance & mostly missold

This was our problem statement, says @YashishDahiya #IndFintech @CFASocietyIndia @malpani_megha

[CFA Society India @CFASocietyIndia]

"I am delighted to say that the physical verification process has also been now made online in Peer-to-Peer lending." - @VinayMathews.
#IndFintech
https://t.co/ouv68qKBkG