Anurag

Live to Give / Impact Investing / Samjota Foundation / Blessed / Family Office /Angel Investor/ INSEAD alumnus/ Travel / Financial Services /Tweets are personal

[Piyush Chaudhry @piyushchaudhry]

If Markets are correcting, but the 'sectoral index / Nifty' ratio is rising .. that implies strength in that specific sector

bottom panel: sectoral index / Nifty ratio

Check category 4:
https://t.co/aaLceXehm1

[Anuradha Tiwari @talk2anuradha]

General Category attending tomorrow's student protests- use these banners.

Reservation is one of the biggest issues affecting your future. Raise your voice.

Talk to the media. Share photos & videos on social media. Tag me- I will amplify them.

This is your moment. Use it.

[Mohandas Pai @TVMohandasPai]

PM @narendramodi Sir This is a major source of grievance by students. A GC with 90%+ does not get a seat but some others in categories with very low marks get in! This is very wrong a 10% lower marks is ok but not so low. This is creating huge anger amongst students who work very hard for years to qualify. Needs a solution.

[JustDario @DarioCpx]

Dear Larry and Sergey, big fan, and please accept my apologies, but people should know where $GOOG "revenue growth" is coming from because it's not really AI as the gentleman in the post below claims

[Sahil Kapoor @SahilKapoor]

FCNR inflows totaled $17 Bn in first five weeks.
This number is likely to be much higher ($50 Bn or more possibly).

This could eclipse FDI / FII numbers for this year. The implications for BOP in FY27 are significant.

See the following table for historical BOP numbers.

[Aravind @aravind]

International media in the last 30 days: "India Hunger strike", "protests in India", "Floods in India."

🇮🇳India in the last 30 days:

July 19, 2026: Indian Gen-Z team wins 4 gold medals (top rank) at International Chemistry Olympiad and medals at the International Biology Olympiad.

July 18, 2026: Young Indians working at Skyroot Aerospace successfully launch Vikram-1, India’s first privately developed orbital-class rocket, from Sriharikota, placing payloads into Low Earth Orbit.

July 17, 2026: PM Modi flags off India’s first indigenous hydrogen-powered passenger train (10-coach set) from Jind station, Haryana, on the Jind-Sonipat route as an inaugural service.

July 14, 2026: DRDO completes successful military field trials of an indigenous scalable fiber-based Quantum Key Distribution (QKD) system for secure strategic communications.

July 13, 2026: Lucknow-Kanpur Expressway (63 km), India’s first barrier-free expressway with satellite-based tolling, opens to traffic.

July 12, 2026: Young Indian team wins 5 gold medals at the 56th International Physics Olympiad (IPhO 2026) in Colombia, securing joint world #1 rank.

July 11, 2026: RM Rajnath commissions INS Mahendragiri, the sixth Project 17A stealth frigate, in Visakhapatnam (~75% indigenous content).

Early–mid July 2026: Vimag Labs (Bengaluru) secures its 5th Indian patent for the Virtual Magnet Synchronous Motor (VMSM), a software-defined rare-earth-free electric motor platform.

Early July 2026: ISRO announces plans for a new Satellite Earth Station campus near Ledo in Assam to strengthen space communication in the Northeast.

Early July 2026: IIT Gandhinagar team wins a grant for developing indigenous liquid cooling plates for AI data centres, EVs, and high-performance electronics.

June 26, 2026: Nuclear heat-based hydrogen production facility (copper-chlorine thermochemical cycle) commissioned at Kalpakkam using Fast Breeder Reactor process heat.

June 24, 2026: ISRO successfully conducts hot test of semi-cryogenic engine power head at 175 tonnes thrust level.

June 24, 2026: RDSO (with ARAI) successfully conducts full-scale crashworthiness testing of LHB coaches for enhanced passenger safety.

June 21, 2026: PM Modi commissions three indigenously built warships in Kolkata: INS Dunagiri (Project 17A stealth frigate), INS Sanshodhak (hydrographic survey vessel), and INS Agray (ASW shallow water craft).

June 15, 2026: DRDO successfully flight-tests the indigenous Long Range Land Attack Cruise Missile (LRLACM) from Odisha; all objectives met.

June 10–11, 2026: DRDO conducts successful Phase-2 Ballistic Missile Defence (BMD) trials and anti-ship missile tests, demonstrating capabilities against long-range ballistic threats including ICBM-class.

Mid-June 2026: India’s defence production reaches a record ₹1.78 lakh crore in FY 2025-26.

Mid-June 2026: Maiden flight of the indigenous C-295 military transport aircraft highlighted as a major self-reliance milestone in aviation (with 40 aircraft under production in India).

June 13, 2026: First batch of women cadets trained at NDA commissioned into the defence forces. Marking the start of an women empowered era in defence.

[Anurag @ianuragseth]

Building Futures, One School at a Time
We are proud to announce the adoption and upliftment of Shriman Mathurbhai Butala High School & Jr. College, Gaontale, Dapoli, Ratnagiri as part of Aevitas Capital’s CSR initiative, in partnership with the Samjota Foundation.

The inauguration of the school’s new facility marks the beginning of a larger journey—not just of improving infrastructure, but of creating a safer, more inspiring environment where students can learn, grow, and realize their potential.
At Aevitas Capital, we believe that education is one of the most powerful investments we can make for the future. By strengthening schools and supporting local communities, we aim to create lasting impact that extends far beyond classrooms.

This initiative reflects our commitment to:

Providing safe and secure learning environments.
Strengthening rural education infrastructure.
Empowering students with opportunities to dream bigger.
Partnering with communities for sustainable development.

Our sincere gratitude to the Samjota Foundation, the management of Shree Swami Vivekanand Education Society, school leaders, teachers, and the local community for their collaboration and shared vision.

Together, we are not just building walls—we are building confidence, opportunity, and brighter futures.

#AevitasCapital #CSR #Education #SchoolDevelopment #CommunityImpact #RuralEducation #SustainableDevelopment #SamjotaFoundation #BuildingFutures #ESG #SocialImpact #Dapoli #Ratnagiri

[Anurag @ianuragseth]

Skyroot makes history! 6 payloads put into low-Earth orbit aboard pvt rocket Vikram-1
https://t.co/Spy66WKXGM?
😍

[The Kobeissi Letter @KobeissiLetter]

BREAKING: June PPI Inflation falls to 5.5%, below expectations of 6.2%.

Core PPI Inflation fell to 4.7%, below expectations of 5.2%.

Month-over-month PPI inflation fell -0.3%, the biggest decline since April 2025.

The odds of rate hikes are declining further.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: June CPI inflation falls to 3.5%, below expectations of 3.8%

Core CPI inflation falls to 2.6%, below expectations of 2.8%.

Month-over-month CPI inflation fell -0.4%, the biggest monthly drop since May 2020.

US stock market futures are surging on the news.

[Vinodsrinivasan @vinodsrinivasan]

A bond paying 18.95% got fully subscribed in India this week. BlackRock, Goldman, Ares and Farallon lined up for it.

Your fixed deposit pays 7%. Before the jealousy kicks in, read this.

[Vertigo_Warrior @VertigoWarrior]

Mumbai is perfectly normal after receiving ~1000 mm (higher than the entire July annual average) of rainfall in just a few days.

NO other city in the world, I repeat, NO other city in the world gets back on its feet as quickly as 'aamchi Mumbai'

[Richa Pinto @richapintoi]

Tuesday morning good news:

Water stocks in the seven lakes supplying to Mumbai’s needs have touched 29% crossing four lakh million litres stock from 16.92% of 2.44 lakh million litres a day ago.

Triple digit rains in all our lakes almost.

[Andreas Steno Larsen @AndreasSteno]

Loads of Oil now in transit, and adjusted for sanctions, this is undoubtedly a new record high

[🔴All India Weather @allindiaweather]

India is expected to be the rainiest place in the world at least until 18 July. Image courtesy: Windy.

[Anurag @ianuragseth]

Happy 250th Birthday America

[Pankaj Tibrewal @pankajtibre]

One interesting observation from the recent market recovery…

Over the last 3 months:
• Nifty 50: +7.6%
• Nifty Midcap 150: +17.4%
• Nifty Smallcap 250: +24.2%

Even over the last 1 year, midcaps (+4.4%) and smallcaps (+0.3%) have outperformed large caps (-5.1%).

But here’s where it gets interesting…

Despite the indices being positive over the last year, the median stock is still down 2.4% in the Midcap 150 and 5.8% in the Smallcap 250. Even more telling, only 44% of stocks in both indices have delivered positive returns over the last one year.

In other words, the rally hasn’t been as broad-based as the index levels suggest. A relatively small group of strong performers continues to do much of the heavy lifting in last one year.

However the picture is beginning to improve, though. In the last 3months, nearly 77% of midcaps and 83% of smallcaps have turned positive, suggesting that market breadth is finally broadening.

Another fascinating statistic is the dispersion of returns.

The gap between the best and worst performer over the last year is:
• Nifty 50: 88%
• Midcap 150: 156%
• Smallcap 250: 308%

Even in the so-called “safer” large-cap universe, the spread between winners and losers is remarkably wide.

Looking only at index returns can be misleading. Breadth tells you how many stocks are participating, while dispersion tells you how rewarding stock selection has been. It’s been a classic stock picker’s market.

Data as on 30th June 2026.

#IndianMarkets
#StockMarket
#Nifty
#Midcaps
#SmallCaps
#MarketBreadth
#Investing
#EquityMarkets
#ActiveInvesting

[Sameer @BesuraTaansane]

Mumbai got a whopping 300mm of rain last night, approximately 55% of the entire June monthly average

Had this occurred last year we would have seen massive flooding in several spots, delayed trains, & offices/schools calling it a holiday

However barring a couple of places which were water logged, Mumbaikars went about today as they would on any other day

So those who are ranting about Andheri Subway need to get a life. It is one thing to criticise @mybmc when they goof up but grow up and give credit where it is due

Well done BMC 👏

[Varsity @ZerodhaVarsity]

FIIs have pulled over ₹2,87,000 Cr from Indian equities in 2026 so far.

Nearly half of that selling has come from a single sector.

At the same time, foreign investors have steadily increased exposure to a handful of others.

Here's what the data reveals. 🧵