deepali kini

Bangalorean with a mild chai obsession. Observations about markets + life

[Citrini @citrini]

Basically the experience of owning anything in Korea over the past month encapsulated in one image:

[deepali kini @kinideepali]

@rupeeflo hi @rupeeflo I downloaded your app but only see the option to open a DEMAT acct for NRIs, dont see NRE/NRO account opening

[deepali kini @kinideepali]

Wild that TSMC's Arizona fab took a 99% profit hit in Q3 because it outsourced gas supply to Linde and had a power fault (which would have otherwise been under TSMC's control in their Taiwan fab).

[deepali kini @kinideepali]

from yesterday's Matt Levine Money Stuff. Funnily enough in my last job I worked on a deal for a company that ran a portable toilet business. And the "upside" was "cleaning routes optimized for efficiency"/ lol

[deepali kini @kinideepali]

In the absence of govt data during the shutdown, big retailers' earnings forecasts serve as a decent proxy for US consumer health, and it isn't looking great

[deepali kini @kinideepali]

semianalysis calling coatue's estimated of copper content in the NVL72 "completely wrong" is the kind of drama I live for

[deepali kini @kinideepali]

early signs of consumer recovery in China

[deepali kini @kinideepali]

While property remains soft, and deflation persists. earnings revisions and valuation expansion in semis, some pharma, some energy.

[deepali kini @kinideepali]

China MSCI index currently trading at 15.6x trailing P/E, a 25% premium to its 2 year average multiple of 12.4x.

[deepali kini @kinideepali]

Meanwhile US trade rep Jamieson Greer is seeing tensions ease. We're in for an interesting few weeks!

[deepali kini @kinideepali]

Share of CPI of items in the CPI basket whose prices are increasing at 3% or more. So inflation is not localized to just energy/ food. And the market has already priced in further rate cuts?

[deepali kini @kinideepali]

Gift city is absolutely fascinating. Excited to see what India does with it.

[Deepak Shenoy @deepakshenoy]

In Ahmedabad today for a look into Gift city and my goodness, what awesome roads and traffic!

[WIRED @WIRED]

We’ve built machines that are capable of incredible feats. But Elizabeth Spelke, a cognitive psychologist at Harvard, has spent her career testing the world’s most sophisticated learning system—the mind of a baby. https://t.co/7lzhFmAQO7

[deepali kini @kinideepali]

congratulations Richa <3 here's to all that you've accomplished, and everything in store for you post graduation. Cant wait to celebrate with you in person (bubbly et all) #Stern2020 @NYUStern

[deepali kini @kinideepali]

@artwhoring you are amazing and nobody can take that away from you @artwhoring <3

[WIRED @WIRED]

"Empires vanish. The memes that kept them glued together for a short time—from 'Dieu et mon droit' to 'Bring the world closer together'—are exposed as fictions of state. And the leaders are, surprise, mortals with Napoleon complexes." https://t.co/MzMf6hCPxc

[deepali kini @kinideepali]

the future of business is inclusive.

https://t.co/FP4PoIRUoT

[deepali kini @kinideepali]

"what is the skill you want to build your career on"- @Jamescitrin making us MBA students ask ourselves the important questions in @GregBuzzFeed 's #DigitalMediaInnovation class

[jackie sung @sungjieyu]

consistently flip flopped between being super pensive & emotional to hysterically laughing listening to @karaswisher’s invigorating, thought-provoking, riotous guest lecture today in @NYUStern #digitalmediainnovation 😂💻@GregBuzzFeed #starstruck

[deepali kini @kinideepali]

some gems from @karaswisher tonight - "I dont know why #markzuckerberg continues to speak to me" @GregBuzzFeed #DigitalMediaInnovation