Moelis_Research

India - Equities - SMEs (Only Twitter Account, no telegram, insta handle etc.)

(No Reco to Buy or Sell)

[Moelis_Research @moelis_research]

Maharashtra Govt needs to provide power to large data centre companies at quick pace to get more projects rolling in the state. Hyper scaler data centre will grow if power is ensured at fast pace. #removebottlenecks
@Dev_Fadnavis @CMDMSEDCL @msedcl

[Moelis_Research @moelis_research]

Google Picks Turlawada in Vizag for 308.65-acre Data Centre https://t.co/0gujJqRNXD

Vizag winning the race from other states by ensuring 1 GW of power. Congratulations @ncbn @ravi_gottipati
@AndhraPradeshCM

[Moelis_Research @moelis_research]

@flak_henry @_10delta_ This isn’t US energy dominance - it’s a fragmented global system where the US has gained pricing power, not control.

[Moelis_Research @moelis_research]

@amitmalviya Result: more entities on paper, but not necessarily proportionate economic growth.

Important to read the signal behind the numbers.

[Moelis_Research @moelis_research]

@amitmalviya In West Bengal, a surge in “companies” doesn’t always mean a surge in real business activity.

A big driver is the legacy of the Urban Land Ceiling Act - making direct land acquisition difficult. So people often route land holding through corporate structures.

[Moelis_Research @moelis_research]

@outspokenblunt @ShekharGupta 😂

[Moelis_Research @moelis_research]

@rumilyrics People aren’t mocking you for changing your view; they’re mocking you because you once mocked them for the same view.

[Moelis_Research @moelis_research]

@hvgoenka Good to know where your heart is!! RSS single mind agenda - Nation First! नमस्ते सदा वत्सले मात्रभूमि!!

[Moelis_Research @moelis_research]

@sandipsabharwal GDP is earned in ₹, not $.
USD GDP is a conversion, not growth.
Rupee moves reflect macro management, not economic failure.
Real growth > FX optics.

[Moelis_Research @moelis_research]

@ipo_agarwal Both are right - for their own convenience.

One finds democracy inconvenient.

The other finds Sunday inconvenient.

Neither is debating what serves the nation best - only what suits them.

That’s privilege thinking.

#DemocracyFirst #SelectiveConvenience #MarketVsNation

[Moelis_Research @moelis_research]

@Iamsamirarora If democracy doesn’t matter, what exactly does?

But pausing for crores of 3.5 crore voters hurts your ego?

That’s not global thinking - that’s selective convenience.

[Moelis_Research @moelis_research]

@jasuja @Nithin0dha India isn’t a copy-paste economy - it’s the most diverse democracy on Earth.
Managing elections, cultures, civic duties across such scale is a global rarity,not a flaw.
Governance of India requires understanding, not impatience.

#IndiaIsUnique #DemocracyFirst #RespectTheNation

[Moelis_Research @moelis_research]

@sabarisec @Nithin0dha If you understood the scale of India’s elections, you’d admire how 3.5 crore people vote seamlessly in one day. That’s global - grade democracy.
Markets seek relevance, but democracy gives them legitimacy.
Failure to respect that reflects shallow understanding, not progress.

[Moelis_Research @moelis_research]

@ChanderBhatia01 @Nithin0dha Calling 3.5 crore voters a “municipal election” shows shallow understanding of polls and democracy.
3.5 crore citizens voting in one day is not small - it’s massive democratic power.
If you can’t respect that, you don’t understand India.

[Moelis_Research @moelis_research]

@Nithin0dha Crores of Maharashtrians voting is not an inconvenience — it’s democracy at work. 🇮🇳
Markets can pause for a day. Citizenship cannot.
Financial efficiency without democratic respect is just shallow thinking.
#DemocracyFirst #RespectTheVoter #CivicDuty #MarketsServePeople

[Moelis_Research @moelis_research]

@hvgoenka The biggest of all is the judiciary! A bump of 1 to 2% is possible if judicial reforms happen. Other issues will follow suit.

[Moelis_Research @moelis_research]

@theallinpod @chamath @howardlutnick World's biggest buyer has lost his buying power, portraying the world as if they are giving deals to everyone while the truth is they can't afford to buy what they used to.

[Moelis_Research @moelis_research]

@darshitpatel84 Take stock ideas from anyone..but take buy/sell decisions only from your own analysis. Even legends change their mind; your capital can’t afford blind faith!!
#sunosabki #karoapni
#noblame #noclaim

[Moelis_Research @moelis_research]

@KobeissiLetter Natural resources ≠ strategic assets.
Reserves don’t convert to value automatically. They require decades of capex, political stability, skilled labor, infra n consent.
It comes with sanctions, sovereign risks, rebels, national history,
This is geopolitics, not a balance sheet.

[Moelis_Research @moelis_research]

@KobeissiLetter Comparing undiscounted, in-ground resources to annual GDP is a category error.

Correct comparison would be:

Annual oil revenue vs

Annual GDP

Venezuela at peak (before collapse):

~3.5 mbpd

~$100 bn/year revenue (at $80 oil)

Not trillions.