munish arora

I like to peel back layers and see the second-, third-, and deeper-order effects of any information flowing on the internet.

[munish arora @munish31]

Do you really think what is written in the letter is the golden truth? Why a ceo needs to publish this on X. There is a hidden purpose to gain favours or build image in their home country otherwise this could anyway happen in silence. Second, the company is anyway making loss with a downward share price.. who knows if AI is actually used or this is just an eyewash … there is lot more then what meets the eye.

[munish arora @munish31]

@aakashgupta This company was anyways making loss. Their share price is telling the picture. This notice is nothing but to play nationalism and piggy banking on AI even though workflows are automated or not. Nevertheless, gen ai may make near shoring more attractive for small companies.

[munish arora @munish31]

Even though what OpenDoor has done is not yet an industry-wide practice, engineers in India using AI tools still offer a cost advantage. However, this could mean that wages in India may come under pressure, or that smaller companies may choose not to offshore work as much. Significant disruptions are coming to the tech industry.

[Kaz Nejatian @nejatian]

I shared this note earlier today with the entire team at Opendoor.

Today we began to say goodbye to our colleagues in India as we wind down our India operations.

Our customers are in America, and that's where our operational work belongs.

[munish arora @munish31]

. @AstroSharmistha @AstroAmigo @PankajjKashyapp @lunarastro108 @Karanpartap01 Respected astrologers, a simple question: will you admit that you failed to predict this huge drop in gold prices? You come to X to take credit for successful predictions. Will you now acknowledge that you completely missed this fall?

[munish arora @munish31]

@PropertyDecoder There is lot of pressure in premium and mid segment due to AI job fears etc but luxury segment is growing. Basically it is telling that rich is getting richer and middle is either getting stagnant or getting poor.

[munish arora @munish31]

@VishalBhargava5 First- When your platform coming live? Second - real estate price predictions for 2027, 2028 as an end user buyer?

[munish arora @munish31]

The debate around India’s fertility rate falling below the replacement level is largely driven by the rising cost of three basic necessities…. healthcare, education, and housing. All three are attracting massive private investment while receiving limited public support. On top of that, social media’s portrayal of aspirational luxury lifestyles is influencing many young urban couples to choose having no children or, at most, one child

[Pubity @pubity]

India's fertility rate has fallen to 1.9, the first time in modern history its gone below replacement rate.

If this trend continues, India's population will gradually decline.

[munish arora @munish31]

Furthermore, If an NRI had made the purchase in USD, the Rupee's decline would drag their effective property return down to an 11.1% CAGR. Compare that to the S&P 500, which delivered a 21.2% CAGR (93% absolute return) in pure USD over the same timeframe with zero liquidity issues. It is a big loss and headache for nri to invest money in Indian real estate.

[munish arora @munish31]

@gauravv__sobti Going from 17k to 28k in 3.5 years isn't that exceptional. It’s a 15% CAGR and nothing like the typical 2x returns seen in a real estate bull cycle. Real estate lags equity markets, so the next 6 months will tell the real story of whether it can even maintain that 15% CAGR.

[munish arora @munish31]

@aviralbhat Go ask people working in the tech sector to get a real pulse on things. This is just published news. GCCs are simply absorbing IT services' attrition numbers. If they hadn't come along and absorbed it, the pain would have been far worse

[munish arora @munish31]

@SuperDhaasu Stress just started to come in residential real estate.. the way upcycle take time in real estate vs equity cycle to go up. The down cycle also take time to come down.. your friend should wait for more days he will even get better price..

[munish arora @munish31]

Every astrologer on X totally bowled out with what happened to gold in first 5 months of 2026. No body could foresee gold hovering at 4400$ and kind of stagnate for first half of the year. Now all are bullish on gold from June. Let’s see how many of them come true. For any astrologer to take credit gold should cross its last life time high of 5400$.

[munish arora @munish31]

For sure paid article by builder lobby… Gurgaon market is at inflection point. Developers need to decide where they want it to go. They sold luxury as it was the demand post Covid.. now equity market is not making money for investors to move profits into luxury.. Developers still have golden opportunity to launch mid & premium segment homes with high density and small size before the dual income household decide to postpone buying due to AI fears. If that happens and If developers think only luxury will hold this city real estate then gurgaon market bound to go bust.

[munish arora @munish31]

@ZeptoNow if this 18 inch bottle gourd sent by you is a baby version, god knows what is the length of father bottle gourd. 😂😂

[munish arora @munish31]

@SuperDhaasu Well said in that regard

[munish arora @munish31]

@Karanpartap01 Stock market, real estate, gold, silver, crypto, wars, India and world economy.

[munish arora @munish31]

Our domestic helper just shared that a new-age maid service startup is offering a fixed ₹25K/month salary with payouts at 15th day .

Is this genuine blue-collar upliftment, or a classic platform bait-and-switch? Lure workers with high pay, monopolize the supply, then eventually squeeze the workers with lower pay while charging clients higher rates.

Time will tell if this disrupts the sector, but one thing is certain - the baseline wage expectation for domestic help is about to rise.

[munish arora @munish31]

How much money has been offered for creating this pro ethanol post. You said nothing about fuel efficiency and extra fuel burned caused pollution. Vehicle life degradation. Last couple of days ethanol issues reported again on x and looks like you are placed by gov agencies to counter the narrative.

[munish arora @munish31]

@NalinisKitchen why don't you do some innovation rather then crying here to generate engagement money.