HARMEET KHURANA

[HARMEET KHURANA @harsin72]

@sandipsabharwal 😂👌

[HARMEET KHURANA @harsin72]

@Prakashplutus Did you warn your followers @ 26000 ++ nifty?I would recommend your investors/followers to back check your tweets. You don’t even talk about the reason for this sell off. You are prescribing medicine without knowing the ailments.

[HARMEET KHURANA @harsin72]

@vikramml @ActusDei Yes..as long as not taking a long tenure it should be good 👍

[HARMEET KHURANA @harsin72]

@Prakashplutus Dear all 2.5 lacs @Prakashplutus followers please look at his past posts. Evaluate what is said….hold your peopl accountable…it’s your money. Give be them glory and shame also

[HARMEET KHURANA @harsin72]

@Sunil43835147 @1shankarsharma Mkts went up crazy after COVID QE ..15 days and almost 15 T printed. Then we forgot that and believed in our superpowers. Bond yields near 0 to now 5.35% and not stopping. Then we made our INR int cost cheaper than USD on a fully hedged basis. Judgement Day is coming

[HARMEET KHURANA @harsin72]

@BMTheEquityDesk Not yet dark…darkness yet to start.

[HARMEET KHURANA @harsin72]

@AlgoBoffin How will the rupee not fall when our interest rates are designed for outflows?The spread in US 10 yr vs Indian gsec is at historic lows.

[HARMEET KHURANA @harsin72]

@safiranand Global macros were never justifying the Indian valuation or the forward optimism. Taxes are a very small portion of the problem. The investors are just Naraaz Phupha as we say in Punjabi😂The market is still not seeing the real problem

[HARMEET KHURANA @harsin72]

@NietszchcanScl_ @Prakashplutus Int rates bottomed out in Covid easing cycle. They have been on upward trajectory since then. US long dated bonds do not enough takers. Yen carry trade is at risk. So far don’t see how will the rates come down. Any reco is welcome.

[HARMEET KHURANA @harsin72]

@AlgoBoffin All commodities will be on fire…suppressed long enough for inflation to look good. Ugly face easy money printing will reprice the entire complex

[HARMEET KHURANA @harsin72]

@Prakashplutus Check out fully hedged USD borrowing costs for 1 year and longer. For the first time I have ever seen inverted structure. INR borrowing costs way cheaper. Please go and study the impact it will have

[HARMEET KHURANA @harsin72]

@Prakashplutus No not closed…what followed was a decade of declining trend. We are today in multi decadal breakout in interest rates. That is why I am saying look at the interest rates cycle. Don’t use data selectively to justify your bullish stance on equity. It is your duty towards your clie

[HARMEET KHURANA @harsin72]

@BMTheEquityDesk For that the rate has to be 9% + now already a year late

[HARMEET KHURANA @harsin72]

@AlgoBoffin Market is full of stocks where the price and expectations rise but not profit which remain stagnant yet valuations of 70-80 PE thrive. Judgement day is coming

[HARMEET KHURANA @harsin72]

@SamirPradhann Indian investors..for buying whatever crap was sold for whatever price. Self inflicted misery. Don’t look for scapegoats as there are none

[HARMEET KHURANA @harsin72]

@dmuthuk What were you upto when you were pumping and glorifying Astral ?

[HARMEET KHURANA @harsin72]

@ActusDei 7-8% is looks quite possible in a 3-6 month time frame.

[HARMEET KHURANA @harsin72]

@zerohedge Yes you can…but who will buy your debt to allow this ?