Top Tweets for #FAMILIARITY
شنو ميولاتكم الجنسية الغريبة او شي غريب يثيركم ( اتمنى الكل يعلق و يحترمون ميولات الناس الثاني )
#مثليين #جنس #ميولات #جنسية #الهوية_الجنسية #أثارة #مثير #gay #gays #homosexuals #Gender_identity #Genderidentity #gender #stir #arousing #sex #sexual #LGBTQ #freedom #familiarity
i love scrolling through my liked videos it feels like sitting with an old friend #familiarity #safeplace
This is one of the few rare rational posts I read on twitter. People here are bragging about continued high #SIP and huge cash reserves of MFs. No one talks about the country's valuation and its comparison with other countries. This is called #Availability bias or #Familiarity bias
#moneywise #RiseWithMoneywise #RiseAbovetheNoise #Moneymind @_soniashenoy @1shankarsharma @FI_InvestIndia @BMTheEquityDesk
Will FIIs Return If Taxes Go?
a. FIIs don’t sell due to taxes, but due to Valuation & Risk
b. Valuation: Forward P/E: Korea 7x, China 11x, Brazil 9x, India 22x
c. Risk: INR faces “structural depreciation bias” globally
d. Moody's: GDP growth forecast FY27 cut to 6%
INSIGHTS:
Gifting a “Tax-free” Exit to FIIs
a. Brokerages and fund managers want the government to remove LTCG, STCG, and STT for FIIs. While there is merit in this argument, one must face the reality.
b. Tax Cut is No Magic Bullet: In 2019, government reduced corporate taxes from 30% to 22%, hoping private sector investment will pick up.
Corporate balance sheets became fat, but investment only went down. If there is no demand, will you invest in a new factory? If consumption is broken, you fix consumption.
c. Valuation: Even if India removes all capital gains taxes for FIIs, the valuation gap remains massive.
If I’m an FII managing a global emerging market (GEM) portfolio, I might take this “tax-free exit” as a gift, and continue selling my overvalued Indian large-caps, moving that capital to cheaper markets.
d. Risk: As an FII, if I can get a risk-free 4.4% yield in U.S. treasuries in the current environment, I will become very picky about a “risky” emerging market, unless it offers me mouth-watering valuations.
e. In India right now, the worst risk is the rupee. Tax-free dollar-denominated gains will diminish if the currency keeps melting. As an FII, will I put fresh money into a market with a sword constantly hanging over my head?
Focus on Risk Mitigation for FIIs
a. Moody’s Ratings: On April 5, 2026, Moody’s reduced India’s GDP growth forecast in FY27 from 6.8% to 6%. The agency listed the following 3 challenges:
(1) Subdued consumption (2) Softer industrial activity (3) Weakening investment momentum amid rising prices and input costs.
b. Goldman Sachs: On March 25, 2026, GS cut India’s GDP growth estimate from 7% to 5.9% for FY27. Challenges cited:
(1) Inflation outlook revised upward to 4.6% from 3.9% (2) Current Account Deficit (Exports Minus Imports) projected to widen to 2% of GDP, up from 1.3% (3) More pressure on rupee due to CAD
c. Stagflation Risks: The dreaded word “stagflation” is now being used by some global analysts for India. In principle, if demand goes down, the price of a commodity should go down. But the previous points (a) and (b) show as follows:
Consumption is down, growth is down, but prices are going up. That’s stagflation. That is hard to manage because of policy dilemma. If RBI raises interest rates to control inflation, growth/demand weakens – and vice versa.
d. Earnings Slowdown in India: Latest 12-month forward earnings CAGR projected by Bloomberg for Asian markets are as follows:
(1) MSCI China 16% (2) MSCI Taiwan 30% (3) MSCI Korea 108% (4) MSCI India 8% (Note: FIIs look at these metrics for capital allocation.)
ENDPIECE: Ignore the Lobbying, Focus on Fundamentals
India is not a stock exchange. Policymakers must decide policies based on what is best for the people, and not what is best for stock brokers and fund managers.
A middleman is loyal to only one party: himself.
@arabicatrader
"Familiarity leads to lack of Gratitude." - Radhanath Swami
#RadhanathSwami #Gratitude #Familiarity #SpiritualLeader #Spirituality #SpiritualLearning
🔄 Real shifts don’t show at first glance.
🌐 At NFTOWER, change becomes visible through familiarity.
📊 As novelty fades, perception adjusts.
⏱ What stays quietly is often what truly changes us.
#NFTower #Familiarity #QuietShift #DigitalExperience #LongView
blindfolded yet they recognized eo’s ass… #familiarity
ppw gay asf like why u smacking ur co worker's ass infront of hundreds of people??
Red Flags Won't Save You 🟥
They just keep you guessing and doubting yourself.
You don’t keep repeating the same relationship patterns because you’re unaware. You repeat them because your nervous system is wired for familiarity—not safety. #familiarity #nervoussystem
bí wọ́n kò bá fọwọ́ sí ẹ lónìí, ayé máa fi ọwọ́ gbà ẹ lọ́la!” ✨🔥
(Familiarity sometimes makes people ignore your growth — but keep pushing, tomorrow will speak for you!)#YorubaMotivation #Familiarity #InspirationInYoruba #MotivationalTalk #KeepPushing #NoSupportStillWin
Dear,
I highly recommend this article by @fakewhale_xyz.
Link in comment.
The quote in the picture could be my motto. 😎
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#art #contemporaryart #artworld #originality #familiarity #recognition #cognitivebias #randomness #noise #glitch #error
This is a fanart from Familiarity; an oncoming comic from the artist @Nots_27 I loved Myskia's design. She's fire❤️🔥
#digitalart #familiarity #fanart
The popularity of #PiNetwork among elderly people can be attributed to several factors that align with their preferences, technological #familiarity, and motivations.
Like birds returning to their favorite perches, find joy in the familiar and the comfort of your own routines. Find your happy place. 😊🐦 #Comfort #Familiarity #SimplePleasures
@bdvetsx
@Rickbarmore
@Gooddlovee
@Laceyapple22
@Greatkings24
@DancingWCancer
@real_Poorcab
@Betrue_Patriot
@Satan__theDevil
@AndraCastilho3
@Minimoofrmlife2
@Chris81418880
@RPrima789
@nbea_h
@carothers_30703
@TopFighterPilot
@PhillyKH7
@MarcelaErcia
@piedpiperofx2
@trisagoras
@Ayam_Lim_lover
@A_RottieLover
@3_toshiyuki
@YolydeSandoval1
@rosejam181920
@Emmamessina02
@laura_7771
@Sophia56891
@PAYthe_PIPER
@MarineMSgt67
@SimonRoasts
@AmberWolf777
@WatchmanHQ
@Ayam_Lim_lover
@lapplandgirl
Never get familiar with the anointing. Be discerning so that you don't miss out on God's blessing.
#prophet
#kptvwordinseason
#familiarity
#TayoLadejo
#WordOfGod
https://t.co/LD2ecPO2rU
If you pay $15/ month for ad-free streaming-music when you never spent that much on buying music in your life....
This song is for you.
#buyitdontstreamit
#statusquoradio #seanfaust #buyitnow #familiarity #socialmedia #IndieMusic #music
crudely translated…
you say i’m a stranger now—maybe i am,
but look closely, won’t you?
perhaps some trace of familiarity
might still rise to the surface.
↓
#तमाशा #समझ #stranger #familiarity #radiodil #shayarioftheday #shayari #aajkishayari #vichitra #shayarilover
Image of the day: »Confidence« (from: Sentimental Journey)
#confidence #trust #faith #familiarity #red #psychology #photography #digital #digitalart #art #aiart #aiartcommunity #aiartoftheday #nft #nfts #nftart #nftartwork #nftcollector #blockchainart #cryptoart
Sometimes, familiarity is like a knife.
Happy Sunday
#sunday #familiarity #knife #friends #friendship #CapCut #ire O
i think the netherlands would be very good for people with autism cause literally everywhere looks the same #familiarity
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