dr ankush ajmera

MBBS
MS(GYNAECOLOGY)
consultant Gynaecologist and endoscopic surgeon
AJMERA SUPERSPECIALITY WOMENS HOSPITAL AND ENDOSCOPY CENTRE
AKOLA

[सत्य सनातन 'मोदी का परिवार' @REAL___HINDUVT]

राम राम राम राम राम राम
राम राम राम राम राम राम

[Gurmeet Chadha @connectgurmeet]

My daarjee used to say “Paise naal saleeka nahi aanda”

Money doesn’t buy class n character !!

What a fall for someone whom every Indian and global citizen looked upto!!

[Vandhai RISHI Jain @RishiGraphics]

😊Jai Jinendra / Happy Morning
ஜெய் ஜினேந்திரா / காலை வணக்கம்🙏🏻

[Sandeep Jain @sandeepjain1968]

🙏*जै जिनेंद्र देव की*🙏
*पर्वाधिराज दस लक्षण महापर्व की जय*🙏
*उत्तम आकिंचन धर्म की जय*🙏
*उत्तम सम्यक रत्नत्रय धर्म की जय*🙏
*ॐह्रीं श्रीं अर्हं उत्तम आकिंचन धर्मांगाय नम:*🙏
*ॐह्रीं श्रीं अर्हं उत्तम सम्यक दर्शनाय नम:*🙏

[Dr Prashant Mulawkar @pmulawkar]

@ScCardoz भाऊ
आपापले राष्ट्र प्रेम अनुकरणीय आहे.
हि लूट थांबवली पाहिजे. सर्वोच्च न्यायालयात जनहित याचिका दाखल करून एक एक पैश्याचा हिशोब घेतला पाहिजे.
आपणास माझे समर्थ आहे.

[BJP @BJP4India]

𝐓𝐡𝐞𝐲 𝐝𝐨𝐮𝐛𝐭𝐞𝐝 𝐭𝐡𝐞 𝐛𝐨𝐲 𝐟𝐫𝐨𝐦 𝐕𝐚𝐝𝐧𝐚𝐠𝐚𝐫.

The pracharak. The organiser. The orator.

A man of conviction who rose from the grassroots to become Gujarat’s Chief Minister, and eventually, India’s Prime Minister.

Since 2014, Shri @narendramodi’s journey has been marked by welfare schemes, infrastructure, digital transformation, economic reforms and stronger global engagement.

From Jan Dhan and Ujjwala to Digital India and Gati Shakti. From deeper global partnerships to a stronger Indian voice on the world stage.

2014. 2019. 2024. Three mandates. One defining chapter.

𝐀 𝐣𝐨𝐮𝐫𝐧𝐞𝐲 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐦𝐚𝐫𝐠𝐢𝐧𝐬 𝐨𝐟 𝐞𝐱𝐩𝐞𝐜𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐭𝐡𝐞 𝐜𝐞𝐧𝐭𝐫𝐞 𝐨𝐟 𝐍𝐞𝐰 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐬𝐭𝐨𝐫𝐲. 🎥

[Ariel Oseran أريئل أوسيران @ariel_oseran]

Iran’s President Masoud Pezeshkian told Indian media that an agreement between Iran and Oman on a joint route through the Strait of Hormuz will be signed on Monday in the presence of Foreign Ministers of Gulf Arab states.

[The Factor Report @PeterLBrandt]

I will not trade Copper right now because there are some things I cannot reconcile
The Copper chart looks like an accident waiting to happen
Supply shortages? Yes. But same could have said with Silver over $120 $HG_F

[Aksel Kibar, CMT @TechCharts]

Do you agree?

[Samir Arora @Iamsamirarora]

@1shankarsharma Bahut khushi hui jaan kar. Abh yeh bhi tweet kar dijiye ki
"Mutual Fund sahi hai"

[dr ankush ajmera @drankushajmera]

@stocksbyrishabh polycab

[dr ankush ajmera @drankushajmera]

@CaVivekkhatri polycab

[dr ankush ajmera @drankushajmera]

@rishibagree इंदिरा assasinated

[Manu Rishi Guptha @manurishiguptha]

The cost of financial debauchery just went up.

#USDJPY has steeply appreciated from the July peak of 164 to nearly 155 today. That is not a routine forex movement. It is the funding currency of the last decade getting more expensive in a matter of weeks. On leveraged carry, a 5–6% move in yen is not a dip. It is a margin call without advance notice.

The speed is rather worrying. This is not price discovery. It is the Bank of Japan closing the cheap-money window. The Governor - Ueda has put a hike on the table at every meeting, including 17–18 September, and markets now have a 25 bps move close to fully priced.

Pertinent to ponder:

1. Carry Trade is no longer free. Borrowing yen to own anything anywhere on the planet was the go-to trade without any perceived risk. A 5–6% move in the funding currency, on 8–10x leverage, is a 40–60% hole in the trade before the first margin call.

2. The unwind is mechanical. You do not sell what you like. You sell what still has a residual value so you can buy yen and repay the loan.

3. Emerging Markets are the first collateral. Yen-funded flows into high-yield FX, local bonds and equities reverse as one book - India included.

4. JGBs are the other fuse. Japan’s 10-year has printed 40-year highs. Money that can earn a real yield at home does not need Treasuries or EM equities.

5. September is the signal, not the end. 1.25% is one step. The market will immediately price in the next.

6. If Yen keeps appreciating - 150, then 145 - this becomes a regime. August 5th and 6th 2024 was the rehearsal. Forced covering does not rotate. It liquidates.

7. Global conditions tighten even if the Fed stands still. A dearer yen raises the cost of the leverage that sat underneath ~20 % of risk assets worldwide.

8. “Diversified” was often the same trade. Short yen + long EM + long duration + crowded growth. Correlation goes to one on the reversal of these trades as well.

9. Policy is now 'THE' volatility. A sentence from Ueda can cause panic. There is no floor at 160 or 155 or even 140. The Yen was 50% higher against the USD just 3 years ago. And Uncle Ueda has decided that cheap yen is a problem.

10. The damage is 'THE' lag. Most investors still treat the last five years as normal. Everything was subsidised by Japan, and they have decided to withdraw this subsidy. The tell is in the exchange rate, not the communication.

And lastly........

11. #Gold is still - in everyone's mind - a non-productive investment.

If the Yen keeps appreciating through the 18th Sep, the next phase is forced deleveraging: Japanese capital will fly back home, shorts will be covered, EM reserves will be spent, multiples will compress - because the discount rate rose in the one currency that everyone took for granted and no one was watching.

We may already be inside it (The financial Typhoon while everyone is looking for a Hurricane). These things rarely arrive as a headline. They arrive as a funding currency that stops being free while the assets it financed are still marked as fine.

Hyman Minsky's famous quip is apt for this situation
“Stability is destabilizing.”

The free Yen was the stability.

On a positive note, India has just printed 7.8% GDP growth - among the fastest of the large economies. Domestic momentum is intact, and a funding squeeze in Tokyo is a Japanese problem, not ours. Nothing to worry about, therefore.

Please just keep buying the dip.

#buythedip #JPY #JGB

[Anand Ranganathan @ARanganathan72]

Under @narendramodi, 85% more women are in workforce; 90% more women have bank accounts; 40% more women are in colleges; and 300% more women are in rural collectives. Woman emancipation doesn't happen through cherry-picking a verse, it happens through empowering them.

My views:

[Anuj Singhal अनुज सिंघल @_anujsinghal]

22 years ago. Aug 30, 2004. My on screen debut. Still remains my most favourite video. Grateful !!

[Crystal Clear @Crystal_x_Clear]

प्रातः स्मरणीय @ajeetbharti ब्रो का भी फॉलो प्राप्त हुआ, साथ में यह भी पता चला कि ब्रो के पॉडकास्ट पर हमारे किसी पोस्ट को चस्पा किया गया और उसपर चर्चा हुई। इसके लिए सहृदय धन्यवाद। आपकी सभी बातों से सहमति ना होने के बावजूद मैं कहूँगा कि आपमें अपनी बात रखने का ग़ज़ब का माद्दा है। और कई लोग आपसे मुंह की खा कर गए। आप पर चौतरफा हमले हो रहे हैं पर आपके समर्थक भी चट्टान की तरह आपके पक्ष में खड़े हैं।

[Aditya Shah @AdityaD_Shah]

Completely misleading statement

The expense of management is the cost of running the business daily.
It includes staff costs, office cost commisons and many other things,
Singling out commission to say Niva Bupa pays higher commissions isn't the smartest thing to do,

Many insurers pay far higher commissions than what Niva does,

Also, claim settlement ratio is meaningless,
Using it to say Niva is paying more is also incorrect.

Moreover, this is in relation to FY25,
Niva is compliant with these norms in FY26

P.S. all top health insurers are our partners,
Not trying to defend anyone,
Just the statement is flawed

[Amitabh Bachchan @SrBachchan]

T 5837 - Ufff .. huge numbering error ..
after T 5832 .. read 5833,5834,5835 & 5836 !!!
So sorry .. 🙏

off to work .. apologies for this error in Numbering

[dr ankush ajmera @drankushajmera]

@AshishGupta325 भाई why making so dramatic you could simply ask retail trader not to take any position in final week if expiry