Pankaj Mittal

Avid follower - World economy, Financial Markets, Hindi movies, Sports. Retweets are NOT endorsements.

[Pankaj Mittal @pankajm1963]

The cost of depending on foreign tech, applicable for every country!

[The Hormuz Letter @HormuzLetter]

BREAKING: Zelensky says he has been betrayed by Trump, that Elon Musk and Trump deliberately blocked Starlink in Ukraine overnight and that people have been killed as a result. "I am sure they knew what they did, absolutely. Because it was 1am at night, Starlink was blocked by SpaceX and the United States," he tells Piers Morgan.

"This decision will bring a lot of human losses. Of course, people will die." He said interceptors that rely on Starlink did not work, and that "this is not the right side of history."

Asked if he is angry with Musk, Zelensky said yes, calling it a big mistake.

"Now Putin is laughing because, I mean this is for him, simple victory," he says on the Trump-Russia diesel deal.

[Patterns @Patterns0001]

INDIA'S equity market is emerging as the world's largest, liquid AI hedge

— JP Morgan

[Pankaj Mittal @pankajm1963]

🤷‍♂️

[Gurmeet Chadha @connectgurmeet]

AT1 bonds should not have been written off completely in first place:.

And now after 7 years apex court reverses it creating a 8000 cr + liability for the bank

What about SBI and other banks who infused equity ,what about Japanese lender Sumitomo who picked up 24% stake in bank post restructuring?

This is exactly the reason india doesn’t get a larger FDI share as per its potential .

Policy ,tax and legal uncertainty… biggest risk to India story is India only …

[Pankaj Mittal @pankajm1963]

He is in damage control mode “permanently”

[ET Now Swadesh @ETNowSwadesh]

#NewsUpdate | अमेरिकी राजदूत सर्जियो गोर ने कहा कि, 'भारत-अमेरिका के रिश्ते बेहद अहम', 'भारत के साथ ट्रेड डील को लेकर भरोसा'

#SergioGor #IndiaUSRelations #TradeDeal

[The Kobeissi Letter @KobeissiLetter]

Absolutely incredible.

Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th.

These stocks have added +16 percentage points to the index’s +23% gain over this period.

Nvidia, $NVDA, has contributed the most, accounting for 13% of the S&P 500's gain, or +3 percentage points.

This is followed by Micron, $MU, Apple, $AAPL, and Microsoft, $MSFT, each accounting for 9% of the S&P 500’s advance, adding +2 percentage points.

Return contributions of AMD, $AMD, and Alphabet, $GOOGL, have been 8% and 7%, respectively.

Meanwhile, the remaining 490 stocks have accounted for just 30% of the S&P 500's gain since March 30th, adding +7 percentage points.

Diversification is dead.

[Ian Cassel @iancassel]

It's funny how a stock can be loved, hated, cheap, and expensive all in the same year.

[Lloyd Mathias @LloydMathias]

Sharing the spoils of the @Apple iPhone. The $1000 split.

[Lynix @2LynnQuillasxnv]

Mark Zuckerberg kept one story secret for years. When everyone told him to sell Facebook for up to $1 billion, Steve Jobs gave him strange advice. Go to a temple in India.

He finally told it on stage, sitting next to Narendra Modi.

"This is a story that I haven't told publicly and very few people know."

Facebook was young and had hit a tough patch. A lot of people wanted to buy it and thought he should sell.

So he went to see one of his mentors.

Jobs didn't give him a business plan. He told him to visit a temple in India, the one Jobs had gone to early on, when he was still figuring out what he wanted Apple to be.

Zuckerberg went. He traveled for almost a month, watching how people connected with each other.

It reminded him why Facebook mattered. He says he held on to that for the next 10 years as he built the company.

He didn't sell. Today Meta is worth more than a trillion dollars.

Would you have taken the $1 billion, or gone to India?

Follow me for more stories like this.

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

Dear FM Madam @nsitharaman ji,

Market Veteran Raamdeo ji @Raamdeo (over 4 decades in markets) suggests Rethink LTCG in Capital Markets. Please Listen.

Patient Capital is Important. Time to respect Investors.

#FI

[Shah Rukh Khan @iamsrk]

When I first met him, out of awe and awkwardness I fiddled with my hair. He slapped my hand away and said 'hero ki tarah Baal mat bana...tu actor hai'!
He didn't flatter you. He didn't tell you what you wanted to hear. He told you what you needed to hear. That was Nana. Straightforward. Rough, honest and had the most beautiful smile.
He always had a strange way of showing affection. He would shout at you first, and then somewhere between the third or fourth insult, you realised you were being hugged. He loved me and I loved him back.
He was a mentor, a teacher, a critic and a friend who beat me and everyone else around him in carrom game after game and relished his victories.  
Nana your intensity, laughter , madness and love will always stay with us. I just wish we had time to have more conversations, another argument, another cup of tea and a game of carrom.
You have left a void not only in the world of cinema but in the hearts of all Indians and the world. All I can say is, I will miss you dearly and carry your words in my heart till the end of time....'hero banne ke chakar mein actor mat khona'
May your soul rest in peace Nana and Allah bless you. The Heavens will be blessed to have you... a masterful actor and an unbeatable carrom champion. Love you and miss you dearly!! Too soon my Hero Actor! RIP.

[Vikas Vij @TheClubJunto]

Economic Sovereignty 

Elon Musk’s direct attack on the Indian Prime Minister and India’s top industrialist could not have come without approval of the US govt.

Trump & Vance both have been heaping racist insults on Indians. They have no guts to do it against the Chinese. China owns critical technologies that make America bend on its knees.

India has the same natural resources as China. We are 18% of humanity. But we don’t produce a single thing that the world cannot do without.

The rules of the world have changed. It’s time for Indian policymakers and industry to change their thinking. 

Concentration of personal wealth & power and a complete disregard to economic sovereignty and economic opportunity will earn you only disrespect, both inside and outside India.

The choice is yours: A conqueror or a frog croaking in his own well. Either Caesar or nothing.

[Deepak Singh @smarket]

The current Indian government's overreliance on incompetent, arrogant IAS officers who do not understand the ABC of money management in real life is the reason why the Indian stock market is suffering.

[Shekhar Gupta @ShekharGupta]

This level of chamchagiri will embarrass the worst feudal darbars..

Hours before Nobel Peace Prize announcement, Shehbaz nominated Trump again & got roasted, by Pakistanis

Debdutta Chakraborty @debdutta_c reports

#ThePrintForeignAffairs

https://t.co/aIpXgIkJAF

[Vikas Khemani @vikaskhemani]

Very well articulated by Srinath @ssmumbai and Arjun. Why STT is an unjustified tax and lost on original rationale. Choose one, STT or Cap gains tax. @nsitharaman @PMOIndia @narendramodi @FinMinIndia

[Satya Nadella @satyanadella]

Thank you, @POTUS, for this incredible honor today. I'm humbled to stand alongside so many giants of American innovation and looking forward for what we can continue to do together to advance technology and drive American prosperity.

[Tukaram Mundhe @Tukaram_IndIAS]

Nana Patekar is no more.

I have lost not merely an exceptional artist, but an extraordinary human being and a dear friend , someone whose warmth and affection touched everyone around him.

We spoke just eight days ago. I could never have imagined that it would be our last conversation.

His last words to me were: “Love you, Bala.”

Those words will stay with me for the rest of my life.

Some people leave behind memories. A few leave behind a part of themselves in our lives.

Nana was one of them.

Goodbye, my friend. You will be deeply missed, and forever remembered.

[Diva Jain @DivaJain2]

Parts of India that have poor coverage are tribal areas in Jungles of central India, desert and salt marshes in the west, heights in Ladakh and tribal hills of north east India.
No one in these parts can afford to pay for Starlink. If you are so concerned make it free first.

[Zvika Klein צביקה קליין @ZvikaKlein]

“Thank you, hero.” 🇮🇱🇮🇳

Days after the dramatic flydubai flight I’ve been reporting on, this appeared today at Israel’s Ad Halom junction: a massive billboard honoring Capt. Smit Machhar.

His photo. A simple message in Hebrew and Hindi:
Thank you, hero.

A fitting tribute to the pilot whose actions helped prevent a far greater disaster.

[Ashish Gupta @AshishGupta325]

What’s the strategy to stop FIIs from going away.

RBI - Let’s wait for AI stocks to drop so FIIs would come back.

What’s so wrong with this country and policymakers?

[Pankaj Mittal @pankajm1963]

💯

[Vipin Tiwari @Vipintiwari952]

I say bring back Shami for God’s sake.
He is any day better than Anshul Kamboj, Gurnoor Brar, Harshit Rana or Prasidh Krishna. FFS, listen to us. Shami is a monster in ICC tournaments, and South African conditions will suit him. How can you keep ignoring him for these bowlers?
I genuinely feel bad for Shami. The way he’s being treated is honestly shameful. He gave everything in the last World Cup, was one of the main reasons India went to the finals, and then performed well in the CT too.
What more do you want from him? Bowlers like Starc are still being backed, not because of their age but because of their performance and experience.Why keep ignoring Shami just because you think he’s 36? Bring him back ffs.