#CNBC-TV18Exclusive | 'No Guarantee FIIs Will Return...No One Taxes FIIs As We Do'
Vallabh Bhanshali Of Enam Group, To CNBC-TV18
-Govt must re-look at taxation of FIIs to attract foreign capital
-LTCG should never have been there, look at the damage it has done
@ShereenBhan
#VallabhBhanshali #FII #ForeignInvestment #CNBCTV18Market
@AshwiniVaishnaw Sir
Many people can reach Mumbai Railway Station directly from the Int Airport by Aqua Metro. However, the station name is not clearly mentioned as “Mumbai Railway Station,” is creating confusion among travellers. of this many passengers are nt using d Metro
@AshwiniVaishnaw Sir
Many people can reach Mumbai Railway Station directly from the Int Airport by Aqua Metro. However, the station name is not clearly mentioned as “Mumbai Railway Station,” is creating confusion among travellers. of this many passengers are nt using d Metro
Is Nifty heading for its worst yearly fall since 2011? 📉
With the Nifty down 12.60% YTD, market pressures are mounting across key sectors
From the key reasons for the market fall to sectoral/stock gainers and losers, here are the key numbers👇
Chinese stock market are yet to reach peak set 18 year before, despite rapid growth in GDP and tech leadership.
Partly it is explained by R & D investments and low focus on profitability.
Indian companies focused on profitability in the past.
indian Markets are now pushing Corporates to innovate and invest in R & D by according higher valuation to Cos spending on R & D, with proven track record.
Hopefully this trend will accelerate in the days to come
Pic(k) of the day
At 26x trailing earnings, S&P 500 stands well above its historical average and many previous bull-market peaks, leaving little room for bad news…
"Over the next 5-10 years, India could have at least one or two banks among the world’s top 10 banks," said Keki Mistry, Non-Executive Director, @HDFC_Bank in conversation with @ShereenBhan during the Banking Transformation Summit.
@nucleussoftware#ResponsibleAIForBharat #BankingForward #BankingTransformationSummit #CNBCTV18 #ResponsibleAI
For all the news around Kospi move of -40%, does anyone remember that Sensex fell 30% in about a month in May 2006.. In the middle of the crazy bull market..
And it had gone up 30% in the 3 months preceding that..
Just remembered that month for some reason..
#Whatsapp forward
Reliance: No return in 4 yrs.
HDFC Bank: No return in 5 yrs.
TCS: No return in 7.75 yrs.
HUL: No return in 6.5 yrs.
Infosys: No return in 5.5 yrs.
Maruti Suzuki: No return in 2 yrs.
Adani Ent: No return in 3.75 yrs.
Axis Bank: No return in 1.5 yrs.
M&M: No return in 1.75 yrs.
Kotak Bank: No return in 5.5 yrs.
ITC: No return in 9 yrs.
NTPC: No return in 2 yrs.
ONGC: No return in 12 yrs.
Ultratech: No return in 2 yrs.
HCL Tech: No return in 5.75 yrs.
Coal India: No return in 2.5 yrs.
Bajaj Auto: No return in 1.75 yrs.
HAL: No return in 2 yrs.
Bajaj Finsv: No return in 4.75 yrs.
Dmart: No return in 4.75 yrs.
Nestle: No return in 2.5 yrs.
Powergrid: No return in 2.5 yrs.
Asian Paints: No return in 5.5 yrs.
Adani Green: No return in 4.5 yrs.
Eternal: No return in 1.75 yrs.
Hind Zinc: No return in 2 yrs.
Wipro: No return in 5.5 yrs.
Indian Oil: No return in 9.25 yrs.
Adani Energy: No return in 5 yrs.
SBI Life: No return in 1.75 yrs.
Varun Bev: No return in 2.5 yrs.
Indigo: No return in 2 yrs.
Jio Fin: No return in 2.75 yrs.
Trent: No return in 2.25 yrs.
Tata Motors: No return in 2.75 yrs.
Tech M: No return in 4.75 yrs.
Cipla: No return in 2.5 yrs.
Tata Cons: No return in 2.5 yrs.
Dr Reddy: No return in 2.5 yrs.
Max Health: No return in 2.5 yrs
The best leaders don’t surround themselves with chamchas (sycophants). They surround themselves with people who are willing to say, “I think you’re wrong.” If no one disagrees with the CEO in a meeting, the problem is the culture the leader has created. Chamchas are not the disease. They are the symptom. Great organisations reward honest dissent.
Jefferies India strategist Mahesh Nandurkar, after interacting with over 50 investors in the US, noted that India remains a consensus underweight among foreign portfolio investors, with little likelihood of this stance changing anytime soon. He highlighted that relative valuations versus growth prospects continue to be a major point of concern for FPIs. According to him, investors are likely to wait for greater clarity on whether the AI/DRAM theme has peaked before committing meaningful capital to India. In the meantime, he expects a noticeable churn in FPI portfolios towards newer ideas and hard assets such as power, hospitals, airports, and real estate.
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.
Just received the 5th Anniversary Edition of DSPNetra.
It's not just a report—it feels like the wisdom of 100 books packed into one presentation.
Thank you @dspmf for another outstanding edition. Every month, eagerly wait for this report & the insights it brings.
@KalpenParekh
All valid points by @hvgoenka ji .
The most important issue is the stadium infrastructure problem, which is becoming very crucial. Basic facilities and proper parking management are major concerns. We treat players like gods, but the audience is often neglected.not good.
@BCCI
A wonderful line from The Kapil show - कुछ भी बोलके famous हो सकते हैं, famous हो के कुछ भी नहीं बोल सकते। Holds true for everything. At least in India.
Silver took 2 months (nov - dec '25) to move from $50 to $70 and then zoomed to $120. In less than 2 months back to below $70 now.
Crude took 2 months (Jan - feb '26) to move from $60 to $70 and then zoomed to $120.
Will it follow silver trend and come back below $70?