SR

truthbombing on global macro / geopolitics
Work: software and generative ai , Quant trader|

[Punit Pania @Punit_Pania]

India has gone from being a service economy to a giant strip mining operation and it shows.

[SR @niftyalpha]

@MrKonguverse @sv_jackiechan @TVKVijayHQ @CMOTamilnadu Not his initiative

[selvam🇺🇦💛💙🌻🌻🌻#NAFO Fella @Selvam_nallavan]

@ndtv Fact check your claims before jumping your chest as first ..
It’s a court order pending and cleared now

[SR @niftyalpha]

@sri37651 @dmuthuk Why no case proven against UPA. Sanghi propaganda is the reason india has incompetent chaiwala PM Modi

[SR @niftyalpha]

@REDBOXINDIA We need RESIGN EXPRESS Modi and Nirmala, then markets can rally.

[SR @niftyalpha]

@itiskishore92 @Deva_twits Why don't you put case and prove it all now? Since Vijay is cm now.

Instead Vijay is doing the same corruption, 10 rs extra in tasmac to property registration corruption Vijay also stealing lacs of crores.

[Vishnu 🪳 📉📈 @VishnuFNO]

Retailers if you have self respect, don't invest in Equitas untill STT is abolished completely. Buy Gold till then.

[I.N.A. 99th Brigade @INA99thBrigade]

Got a bad feeling this Rajesh Exports scam may end up being a front for Indian neta, dhandos, babu axis to illegally siphon off wealth to Swiss accounts.

Too many indicators:
1)Too well connected,
2)escaped action since 2014,
3)owns a Swiss owned company.
4)Gujarati founders.

[Shree @mshree01]

Removing Modi as PM is now paramount for India’s National Security & sovereignty.

[SR @niftyalpha]

@muthuindiradjit Korea, Taiwan and China does well.

other asian countries yes.

[SR @niftyalpha]

@Toxic_naari @shutupnaina This is Delhi ?

[navya नव्या @navya17012001]

One man eating an entire nation and still having citizens who defend these blood suckers is insane. Incredible india

[Shankar Sharma @1shankarsharma]

My piece in @livemint today.

India faces 2 choices: Indian households blow up their savings, giving F2s minimal cost exits.

RBI blows up reserves, defending the Rupee, swapping SIP Rs into USD, giving F2s low cost exits.

Our projected import ( merch+ services) cover is just 6 months. Deep red zone.

Our projected BOP deficit is ~13% ( that's optimistic IMO) of current reserves. Even in 2008, it was just 8%.

So get the magnitude of the problem.

We can't fight this 2 front war. It's a ticket to the IMF.

Sensible choice: sacrifice the Stock Market. It never busts a nation.

FX crises always do.

Remember the 80s multiple Latam Tequila crises?

My reco:

RAISE taxation on MF investing.

Lower F2 new investment taxes.

( We used to have 0 tax on F2s and 20% on locals, in the 90s. We needed dollars then. We need dollars now. )

So:

Stock market crashes.

That's fine. F2s try selling but there are few willing buyers on the other side.

Selling into illiquidity always crashes prices.

But we don't lose USDs because quantum of selling absorbed will a fraction of today.

And at 30-40% lower prices, after a crash, the same selling F2s will become buyers.

I have seen this multiple times in my sell side life. " Market is cheap now": becomes the chatter in Manhattan after some champagne. " Let's go back in"

We saw $20 billion flow in 09-10.$ 10 billion in 13-14.

Each after a massive crash.

Crashes almost always trigger massive F2 inflows.

We must make this happen.

We simply can't give easy exits.

Exits must be made costly.

Even unviable.

That's the way it used to happen before.

I am prepared to endure the pain on my India holdings for a while.

Stock markets always come back in a year or two.

No currency ever regains the glory of its pre-crisis levels. Almost none.

Absorb this fact slowly.

Since March this year, I have put ~ Rs.200 cr into India.

I am fine to take pain on my holdings if it saves the country.

Are you, the Jain, the Gupta, the Patel, and millions others, prepared to do the same?

MF distributors? Asset Managers?

Are you prepared to let go your swarth for the country?

Because else, 12 months from now, we will be teetering at abyss' edge.

[SR @niftyalpha]

@AlongKumar1 @PooWorldOrderr Typical proud hindian nonsense account defending bad behaviour and caste system

[SR @niftyalpha]

@PrawinGaneshan @Stalin__SP Negotiation period

[SR @niftyalpha]

@voicesunite_onX @sv_jackiechan ADMK folks are still competing with DMK, Instead they should go for TVK aggressively.

But I have no big expectations from them, written it off

[SR @niftyalpha]

@REDBOXINDIA Market is not buying the Redbox fake news

[SR @niftyalpha]

@A_n_b_e_S_i_vam @HMK_Offl From competent to incompetent, that aspect is worrying and more important

[Dr. Pranesh Balaaji @Pranesh_Balaaji]

Stalin
Vijayan
Siddaramaiah
CBN
These names represented the very foundation of South Indian federalism.Losing this entire front line within months shatters the political equilibrium.When our collective shield collapses so quickly, the entire South becomes dangerously vulnerable

[Bang Bang @_Wolvaardt]

2011-2021 வரை நல்லா நாசம் பன்னானுக அதிமுக. இருக்க எல்லா ஐடி கம்பெனியும் bangalore , hyderabad nu போயி இப்ப அங்க நல்லா develop ஆகிருச்சு . திரும்பி நல்ல�� முன்னேறி Sipcot பெருசாகி ஐடி investments திரும்ப வரும் போது அடுத்து ஒரு கோமாளி நாய கொண்டாந்து உக்கார வச்சுருக்கானுக