🇮🇳 Hitesh D Gajaria

Humanity, Economy, Investments, Music, Philosophy, Yog, Karma, Student - Senior Advisor @KPMGIndia Tweets - Personal Not Firm's Views. Retweets Not Endorsements

[Uday Kotak @udaykotak]

SpaceX IPO, listing, and beyond, is a true test for capitalism. The valuation does not fit any traditional matrix and is a huge bet on the future course of planet earth. Only time will tell whether we, the human race, have arrived into the fairy tale world we grew up in as children, or are in a mega bubble. Either ways, kudos to the man who came as an immigrant, and to the country that has allowed such boundless creativity to flourish despite all the risks it embeds.

[🇮🇳 Hitesh D Gajaria @gajaria]

@Pixel_Stripes Itc Parel

[Uday Kotak @udaykotak]

Google which is cash surplus, just announced an additional capital raise of $80 bn.
Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together.
It’s a wake up call to all companies to invest into the future, whatever the present maybe.
Now that IPL is done and dusted, time for India to focus on business of business.

[🇮🇳 Hitesh D Gajaria @gajaria]

@term_investor Wow! Made me revisit my Oxford Dictionary. Best Wishes to each one of us!

[🇮🇳 Hitesh D Gajaria @gajaria]

I think the more I read about all the Doomsday Stories on India - and they are everywhere - the more I think that India is a Classic Contra BUY in these times.

It's about imagination ( and courage to realistically do so, and humble enough to recognise that it may not play out and one may lose money! ).

Imagine a world where the Impasse in the Middle East comes to an end - maybe not comprehensively, but in a way that's sustainable for the next 3-5 years.

Imagine that the AI play in the US & Taiwan - Korean markets reverses and folks finally begin to question the way stocks have scorched upwards, especially for the US Tech sector, just on the basis of Multi-Trillion USD Investments announced, and ask for a simple Return on and Return of Investment and the Time Frame.

Imagine Inflation and High Interest rates in the US, not only attracting more inward Debt Flows but also inexorably begin to hurt consumers, companies and the country. US Cos missing targets and facing downward re-rating.

Indian Cos also hurting but nevertheless striving to serve such a huge underserved market that India has always offered.

Imagine FIIs nursing losses and looking for more Stable Markets giving more predictable returns and finding that the Indian market has been over 'junked' rather unfairly.

Imagine the Indian Govt realising that there may be no way out to pull India out of its Current Account Deficit trap other than making Indian markets more attractive by reducing taxes on Capital Gains and hopefully also on Dividends

And Imagine that 5-7 years from now what then would seem so easy to have done today, was actually done? And it's still being done by the meek and humble SIPpers in Indian Equity Funds, who are being derided by so-called 'Market Gurus' who don't even have basic integrity!

And there, in my Imagination friends, there is a Compelling Case to Invest in Quality Indian Companies gradually but consistently, for the Long Term!

PS - the above is just my Imagination and not a recommendation to buy or sell securities.

[🇮🇳 Hitesh D Gajaria @gajaria]

@SagarH62 Kalicharan - one of the most stylish left handers - another West Indian with grace and class, not just brute force!

[🇮🇳 Hitesh D Gajaria @gajaria]

Good Experience on @airindia Flight 2915, from Mum - Ahd! Pleasantly surprised to be upgraded to Premier Economy! However, the best part was the excellent service by Hostess Divya and the delicious hot meal of Penne pasta mixed with fresh vegetables!
On-time performance!

[🇮🇳 Hitesh D Gajaria @gajaria]

@Sanjay__Bakshi @jaycee77 Well Done Prof and JC!

[🇮🇳 Hitesh D Gajaria @gajaria]

@LarissaFernand @ThePuneMirror @grok who?

[Arnaud Bertrand @RnaudBertrand]

I suspect the real reason for Singapore's opposition to a toll on Hormuz is not some high-minded devotion to international law, but because if it's set as a precedent and a toll were to exist on the Strait of Malacca, it would basically kill their current business model.

See, geographically speaking, Malacca runs primarily between Malaysia and Indonesia - Singapore only controls a small stretch at the southeastern exit. Yet currently they capture most of the strait's commercial value through port services, bunkering, and transshipment: it's basically like them having the best "service station" on the world's most popular free highway.

What the Hormuz precedent - if established - is all about is the revenge of geography: power given back to the countries that own the road, as opposed to those with the best rest-stop.

Fantastic news for Malaysia and Indonesia (which is partly why you're seeing key Malaysian political figures, like Nurul Izzah Anwar, issue a highly unusual rebuke of Singapore over Balakrishnan’s remarks: https://t.co/Ca8Mf2SRYJ), but a big threat to a city-state whose entire economy is built on being the best service provider on what's largely someone else's waterway.

[Eric 𝕏 @WorldStrategist]

Singapore’s Foreign Minister on why he cannot accept negotiating with Iran for safe passage of ships. Definitely worth listening to:

[NEIL PARIKH @npparikh6]

Excited to share that we have got approval from PFRDA to sponsor a Pension Fund under the National Pension System (NPS).

We’ll soon start managing retirement savings for NPS subscribers through a dedicated pension fund company. 

Managing people’s retirement funds is a big responsibility. At PPFAS, our focus is, and will always be on safety, discipline, and long-term growth while safeguarding investors’ interests.

This is an important step for us in contributing to India’s retirement planning ecosystem.

#PPFAS #NPS #RetirementPlanning #InvestorFirst #FinancialServices

[🇮🇳 Hitesh D Gajaria @gajaria]

@BoucherNicolas Claude

[Ihtesham Ali @ihtesham2005]

A MIT professor taught the same lecture every January for 40 years, and every single time it was standing room only.

I watched it at 2am and it completely rewired how I think about communication.

His name was Patrick Winston. The lecture is called "How to Speak."

His opening line hit like a truck: your success in life will be determined largely by your ability to speak, your ability to write, and the quality of your ideas in that order.

Not your GPA. Not your pedigree. Not your IQ. How you speak is what separates people who get heard from people who get ignored.

Here's the framework he drilled into MIT students for four decades.

He said never start with a joke. Start by telling people exactly what they're going to learn. Prime the pump before you pour anything in. He called it the "empowerment promise" give people a reason to stay in their seats within the first 60 seconds.

Then he broke down the 5S rule for making ideas stick: Symbol, Slogan, Surprise, Salient, and Story. Every idea worth remembering hits at least three of these.

The part that floored me was his "near miss" technique. Don't just show what's right show what almost looks right but isn't. That contrast is when the brain actually locks something in permanently.

His final rule before any big talk: end with a contribution, not a summary. Don't recap what you said. Tell people what you gave them that they didn't have before they walked in.

I've used this framework in pitches, interviews, and presentations ever since watching it, and the results are not subtle.

Patrick Winston passed away in 2019, but this lecture is still free on MIT OpenCourseWare. One hour, watched by millions, and it costs absolutely nothing.

The most important class MIT ever put on the internet isn't about code or math. It's about how to make people actually listen to you.

[🇮🇳 Hitesh D Gajaria @gajaria]

@Mohiniuni Claude

[Utkarsh Sharma @techxutkarsh]

Skip the Netflix Tonight, Instead Read these Articles To Get Into 1% In Life.

[PPFAS GIFT @ppfasgift]

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[PPFAS GIFT @ppfasgift]

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Enter global markets before your LRS limit resets. Invest before 31 March.

#PPFASGift #InvestNow #SchemesReopen

[Kirttan Shah @KirtanShahCFP]

If you want to understand REITs and InvITs, here’s a simple yet detailed master class on that by @raj_mehta89 from PPFAS

Link - https://t.co/D64ahYmMEK