Deepak Chheda

investor +Music+Movies.....

[The Long Investor @TheLongInvest]

As a pilot for 20 years I have questions:

- where are the cabin crew here?
- where are the oxygen masks that automatically drop during a rapid emergency descent?
- how did the Capt manage to open the door while being stabbed?
- Omani pilots were not allowed to fly to Israel, why was he allowed?
- how did the offending pilot get a weapon onboard?
- why has this happened so close to elections?
- how are passengers walking around while apparently in a nosedive?
- who else was injured? Nose dives cause significant g force incidents
- why is there two perfectly positioned people recording the incident and not helping?
- why did a plumber take control and not the 2 pilots onboard who would certainly know when an aircraft was in a nosedive?
- why was the plumber speaking in English to Bibi after the flight
- why was he still in his blood soaked clothes 8 hours after the incident

False Flags have been a very effective mechanism to influence public opinion

Hitler burnt down the Reichstag just before his parliament elections and he won the election…changing the course of history.

A full and independent investigation should be carried out here.

Hopefully independent journalist will be allowed to view this too.

[🐧 @DerangdPenguin_]

Anuj Singhal and Anil Singhvi daily from 8 am to 10 am and 2 pm to 3.30 pm.

[Deepak Chheda @chheda_deepak]

@Motivational__G 604

[Vikas Vij @TheClubJunto]

GCCs Pause Deputations Amid Tax Bullying

GCCs with $100B forex, 24L jobs, FDI are India’s rising star. Fin Min dragged them to court after Tax Tribunal ruled in GCC favor.

How to Cut the Branch You’re Sitting On?

a. GCCs in India are delivering $98.5B annual forex revenues (FY26), employing 23.6 lakh white collar workers, bringing in fixed capital as FDI, and paying taxes in India.

Over 46% of Fortune 500 firms already operate a GCC in India. It is emerging as the crown jewel of India’s services sector, even as IT industry ($150B revenues) faces de-growth.

b. Employee Deputation (Secondment): The global parent company of a GCC regularly sends its top foreign experts or senior executives to train local teams and transfer tech know-how. These foreign employee deputations are usually for a few months to 1 or 2 years.

c. The Dispute: The GCC in India pays the foreign employee’s salary and expenses while they are deputed in India. The parent company (HQ) sees this as an internal employee expense because no external commercial service is being bought or sold.

d. India’s Revenue Department under the Finance Ministry says that this is not just an internal transfer. It argues that the foreign parent company is a third-party agency providing “technical services” to its Indian unit. So, they demand 18% GST on the services rendered.

e. This tax dispute case began with EY, who won against the Revenue Department as the Income Tax Appellant Tribute (ITAT) ruled in favor of EY. The revenue department then moved the Delhi High Court, which has now reversed the ruling of ITAT, and ruled in favor of FinMin.

f. High Court judgement has created uncertainty for GCCs. Some GCCs have paused FY27 foreign employee deputations as they are worried about getting hit with large tax bills, while others are exploring their options.

g. Tax experts say the bigger risk is if the ruling is upheld and applied more broadly, GCCs in India may be seen as “Permanent Establishments” (PE) for the global parent. That would expose GCCs to 35% tax + surcharge and cess.

Tax Terrorism Hits FDI

a. Vodafone, Cairn Energy, and Vedanta were hit with billions of dollars in retrospective taxes (starting in 2012). All three took India to international arbitration and all three won.

Government of India withdrew retrospective taxation only in 2021 after thorough reputational damage was done and FDI inflows were hit.

b. India’s Net FDI inflows have become negligible in the last five years. Gross FDI inflow in FY26 was a massive @ $95B, but investors pulled out $87B out of India during the same year. So, net FDI was $8B only.

c. India’s problem is not attracting FDI. India’s problem is that it fails to retain FDI. Investors simply pack up, sell their stakes, and take their core capital home (not just repatriate profits).

d. “Net FDI” inflows are still slightly positive only because of the global accounting rule, which says dividends (profit sharing) and royalties (paying the parent for tech/brand) are recorded in the Current Account (not treated as FDI).

e. So, ignoring the accounting entry for a moment, if we calculate everything leaving India (investors pulling out capital + dividends + royalties), then the real balance sheet is as follows:

For every $1 of fresh foreign money entering India, $1.50 is flowing back out.

Here is the trend in the last 12 years:

Outflow Per $1 Fresh Inflow

2014-2018:
56 cents left the country

2018-2022:
70 cents left the country

2022-2026:
$1.50 left the country

NOTES:

1. When looking strictly at “fresh cash” inflows, India’s long-term “Real FDI” into manufacturing (not financial FDI, which has nothing to do with nation-building) has actually declined over the above-listed three 4-year periods.

2. RBI has made every tactical move possible to strengthen the Balance of Payments. Even crude prices are back to pre-war levels. Yet, the rupee has made no meaningful recovery.

3. Even with 18% of the world’s population, India’s failure to capture long-horizon foreign capital is the central reason behind India’s loss of economic momentum in recent years.

ENDQUOTE

“What India needs is ease of doing business.” – Rakesh Jhunjhunwala, Oct 1, 2020, Interview to Nikunj Dalmia

@arabicatrader

[Aseem Dhru @aseemdhru]

What is success?

When I was four, I wanted to be a steam engine train driver. Four year old me would be disappointed to see me today.

The eight year old me looked at those reading the pink papers being driven in their black Mercedes Benz by liveried chauffeurs. I am so relieved that boy today does not see the older him getting out of Metros and Ubers.

The ten year old me that wanted to be a cricketer would be crestfallen to see what he ended up doing.

The twelve year old me thought the librarians job is the best in the world for he can read all the books in the world and get paid!

The fifteen year old me would look at Film Stars looking down from their large billboards and wanted to be famous.

The sixteen year old me inspired by Sidney Sheldon and Robert Ludlum dreamt of living on an exotic island just writing books.

The seventeen year old me wanted an office on 40th floor of 200 West Street NY, and from the curved glass, look at the boats on the Hudson. Reality couldn’t be further as I sit on the 1st floor looking down on the world famous Saki Naka traffic jams.

The eighteen year old me had a picture of Dhirubhai Ambani on his wardrobe and dreamt of building a company whose stocks would change the lives of ordinary Indians.

The twenty one year old wanted to rock the stock market. That chap is instead rocked by the markets today!

The twenty four year old me wanted to work for a multinational bank and was disappointed when he could only get into a private sector bank.

Going by how life has played out versus what I wanted, I should be crestfallen and yet am grateful!

They say the only thing worse than not getting what you want is getting it! Sounds wrong but it's so right!

That I think is because of two reasons.

1. We want something without understanding if that's what we really want! Our desires are shaped by who we were then.

2. We aren’t the same chap that wanted it then.

Over the years I wanted none of what I once wanted! No desire for suits and luxury cars. Fame I realised is not my cup of tea. I am an introvert, happiest when left alone. Attention makes me uncomfortable and I would have hated the goldfish in a bowl existence of celebrities.

We have responsibilities and emotional ties beyond our dreams. Time is a finite resource. Time not spent with family converts to regret when people realise they achieved the external yardstick of success but at a heavy cost.

Success is an elusive, relative, shifting goal post and we mistakenly think success translates into happiness.

दुनिया जिसे कहते हैं जादू का खिलौना है
मिल जाये तो मिट्टी है खो जाये तो सोना है- Nida Fazli

(What we call the world is a magical toy. If achieved, it's worth ashes, if lost it's precious gold!)

Others define success for us. Parents told us it's in getting good grades, peers in making money. Forbes tells us if you're not on their list you don't matter.

After trying many things, I've settled on Leo Tolstoy's advice,“ If you want to be happy, be!”

[Deepak Chheda @chheda_deepak]

@unseenvalue Congratulations 💐

[Deepak Chheda @chheda_deepak]

@LearningEleven Zen😄

[Deepak Chheda @chheda_deepak]

@IFBindia bought IFB washing machines. Worst podcast

[Deepak Chheda @chheda_deepak]

@nooreshtech CHF 120 not 109

[Deepak Chheda @chheda_deepak]

@Rahul_Invest @Rakesh_Invest Changes in promoter holdings because of two consecutive buy backs

[Ashish Gupta @AshishGupta325]

It’s Ganesh Chaturthi tomorrow, so we should revisit VighnaHarta share.

Protean EGov

Recommended price - 1800-2000
Target - 4000 🚀
SL - Grow some balls
CMP - 880, down 60% 📉📉

Kaise kar lete ho aap Anil ji 😂😂

[Deepak Chheda @chheda_deepak]

@InvesysCapital Inflation

[Grok @grok]

Basant Maheshwari's PMS has likely underperformed recently, with reports of a 22% negative return in 2022-2023 and 6-7% over 4 years, below benchmarks like Nifty 50. Public criticism on X and Reddit suggests he may have "blown away" investors' money, though his 30+ years of experience and past multi-bagger successes are noted. Data is mixed and not fully public, but recent performance has sparked controversy.

[Deepak Chheda @chheda_deepak]

@Alchemist1320 सर झुकाओगे तो पत्थर देवता हो जाएगा
इतना मत चाहो उसे वो बेवफ़ा हो जाएगा…😀

[Deepak Chheda @chheda_deepak]

@itsTarH 💯 agree

[Deepak Chheda @chheda_deepak]

@AdityaKhemka5 Congratulations 👍

[Deepak Chheda @chheda_deepak]

@jitenkparmar @ishmohit1 @soicfinance +1

[Deepak Chheda @chheda_deepak]

@unseenvalue

[Deepak Chheda @chheda_deepak]

@Ronak_Unadkat Yeah people should do option trading only. ना रहेगा बांस ना बजेगी बांसुरी…. Best way to destroy saving