Dalip Jain

Lifelong learner of finance & economics.
Sharing insights on Indian equities, businesses. long-term investing & the ideas shaping India’s economy.

[Dalip Jain @dalipjan]

Growth is driven by compounding which takes time to build. Destruction is driven by a single point of failure, and loss of confidence, which can happen in an instant.

[Dalip Jain @dalipjan]

@UpdatesChennai @CMOTamilnadu @TVKVijayHQ @EcrPSaravanann @BussyAnand @Tambaram_Corp It is worst of all the airport exits even from indian standard. Long lines of autos illegally parked and exit is very narrow

[Dalip Jain @dalipjan]

@siddharth2596 @NBTDilli @samajwadiparty @yadavakhilesh @noidapolice @Uppolice All these must be Yadavs and Gurjars and freeloaders. Look at the anarchy and lawlessness they want on the streets. This is the core reason Ambedkar never supported socialists and leftists. Because their only objective is always to topple the governments and usurp power.

[Gabbar @GabbbarSingh]

This series is brilliant. Best use of AI

[Dalip Jain @dalipjan]

Why all these political leaders club minorities with dalits?

[Dalip Jain @dalipjan]

@rajeshsawhney What is wrong in it? They have done best in their space.

[Dalip Jain @dalipjan]

@SudsG5 Same applies for Chennai. Compare Chennai with Lucknow or Noida and you will see that 5000 per capita is a farce

[Dalip Jain @dalipjan]

@UpdatesChennai @CMOTamilnadu @AadhavArjuna @BussyAnand Chennai is no better

[Dalip Jain @dalipjan]

@ReformMov_India This doesn't look like India. I can see the make of trucks and other vehicle, they don't look like from india

[Dalip Jain @dalipjan]

@abhishekkbihari @kothariabhishek PMNRF and NDRF is deployed for this purpose.

[Dalip Jain @dalipjan]

@paragaquarius @ThaiLionair @lion_thai1726 i am also facing the same issue. My flight PNR is YAMAKA. There is no revert on the email. Please process the refund because the flight has been canceled by you

[Dalip Jain @dalipjan]

@ScCardoz Why should government create PSU? Government should invest in the infrastructure and enabling the private sector to flourish.

[Anuj Gupta @anujg]

@iZentwt Ahem

[Dalip Jain @dalipjan]

Data speaks for itself. Before and after 2014.

[Dalip Jain @dalipjan]

@IndiaHistorypic Suar tempo

[Dalip Jain @dalipjan]

@pbillore141 India is trading at ~20. In fact 19.8.

[Dalip Jain @dalipjan]

India’s GDP can grow for decades. That does not mean stock returns arrive smoothly—or on our schedule.

The 20th-century US is a useful reminder. It 6 major cycles - 3 up and 3 down/flat. For almo

US GDP per capita rose relentlessly across the century even during the decade of great depression. Yet the Dow moved through long, brutal cycles:

• 1900–1921: ~71 → 81. Essentially flat for 21 years.
• 1921–1929: 81 → 381. +370% in 8 years.
• 1929–1948: 381 → 180. Down ~53% over 19 years.
• 1948–1965: 180 → 969. +438%.
• 1965–1981: 969 → 933. Flat in nominal terms; deeply negative after inflation.
• 1981 onward: the great secular bull market.
The corollary is simple:

Economic progress is a powerful indicator of long term growth. But markets do not behave as always expected. They are depressed and euphoric for a long period of time.

India today has a credible structural-growth case: demographics, formalisation, infrastructure, manufacturing, digitisation and rising household financial savings. India has been growing at ~7% real GDP growth

But “India will grow” is not the same as “every Indian stock will compound from today’s price.”

[anand mahindra @anandmahindra]

Satwik-Chirag

They just won:

The China Masters

In China

In front of a Chinese home crowd.

The word Fear?

Not in their vocabulary.

A salute, Gentlemen

🫡🇮🇳

[Pushpendra Shekhawat @Desirefinix1]

आज आधी रात को जयपुर RTO द्वारा हमारे साथ बेहद शर्मनाक और अपमानजनक व्यवहार किया गया।

हम अपनी फैमिली, महिला सदस्यों और अपने डॉग के साथ सीकर से जयपुर आ रहे थे। खेतान हॉस्पिटल, VKI 7 नंबर के पास हमारी प्राइवेट गाड़ी को RTO विद्याधर नगर के अनिल बसवाल साहब द्वारा रुकवाया गया।

उन्होंने हमें बताया कि “जयपुर में 18 Hilux गाड़ियाँ सीज़ की जा रही हैं। कलेक्टर के आदेश पर इन गाड़ियों को चुनावों में उच्च अधिकारियों के लिए लगाया जाएगा।” इसी आधार पर हमारी गाड़ी भी सीज़ करने की बात कही गई।

हमने बहुत रिक्वेस्ट की कि हमारे साथ महिलाएँ हैं और हमारा डॉग भी है। हम आधी रात को बीच रास्ते में कहाँ जाएंगे? हमने कुछ मिनट इंतज़ार करने की भी विनती की, लेकिन हमारी एक नहीं सुनी गई और हमें गाड़ी से नीचे उतार दिया गया।

सबसे दुखद बात यह रही कि हमारे साथ मौजूद महिलाओं के साथ भी कथित तौर पर बेहद गलत और अभद्र व्यवहार किया गया। मेरे छोटे भाई को FIR की धमकी दी गई और मेरे साथ “लंदन जाकर दिखा” जैसी बातें कही गईं।

इस पूरी घटना की हमारे पास ऑडियो रिकॉर्डिंग भी मौजूद है। घटनास्थल पर मौजूद आम लोगों ने भी पूरी घटना देखी और उन्हें भी पता है कि हमारे परिवार और महिलाओं के साथ किस तरह का व्यवहार किया गया और हमें आधी रात को बीच रास्ते में कैसे रोका गया।

हम इस पूरे व्यवहार से बेहद आहत हैं। हम संबंधित अधिकारियों से इस मामले की निष्पक्ष जाँच, घटना की रिकॉर्डिंग की जाँच और जिम्मेदार अधिकारी के खिलाफ उचित कार्रवाई की माँग करते हैं।

@TransportRajasthan @jaipurpolice @PoliceRajasthan @RajCMO @8PMnoCM @arvindchotia @KumariDiya @Ra_THORe @BhajanlalBjp @MansaRajasthani @ankittiwadi @Zinda_Avdhesh @Viveksbarmeri @jaipurnews @nirmal_pareek93 @dineshdangi84 @BeingJaipurites @JaipurExplore @jaipurnewstoday @Jaipurbreaking

[Piyush Rai @Benarasiyaa]

Journalist Ravi Raj showed real courage in confronting the contractors who tried to stop coverage of the alleged large-scale corruption in the ₹4,400-crore Ram Van Gaman project linking Ayodhya to Chitrakoot.

Stellar work, @ravirajprayagi!

[Dalip Jain @dalipjan]

It is little unknown to me why market is pricing the stock so cheap. Looks like only worry may be commoditisation and not having ability to sustain the current margins for long period of time. However I feel that the energy transition is important theme and should play out in the coming future.
Additionally one important news recently for BESS
https://t.co/AkCFHYPVY2