Rahul P

[Rahul P @Rahulpach]

@lgsguy @MarketScience10 @mhp_guy Would you have the original tweet handy. I had heard it in the past and would like to listen to that podcast again

[Rahul P @Rahulpach]

@rdkriplani The oil rigs day rate boost would also come soon. In a new build constrained environment operating on spot with loads of cash has been a good strategy..

[Rahul P @Rahulpach]

This is hilarious 🤣

[Manya @CSKian716]

Sachin Tendulkar when the bowler starts running in:

[Rahul P @Rahulpach]

@readsalot01 @DanielHewittITV Perhaps because the state decides to provide benefits instead of skills..

[Rahul P @Rahulpach]

@IainFletcher8 @DanielHewittITV It is a case of survival of the fittest I guess.. if you don't get better you don't survive.. the state doesn't necessarily intervene so each to their own.. all these people may take the better jobs later in their lives and the others rely on benefits / doles

[Rahul P @Rahulpach]

@AmeliaAbdididi @DanielHewittITV Good for you, enjoy the declining economy !

[Rahul P @Rahulpach]

@hermansgroup @UWMadCBE Hi would you have a recorded session of the talk ?

[Rahul P @Rahulpach]

@gwhuber2 Hi George, thank you for sharing. Would there be a recorded session of the lecture that you could share as well. Thanks.

[Rahul P @Rahulpach]

@HousePriceMania @Conservatives Maybe worth considering that they may be more frugal in lifestyle among other things.. India has a very high savings rate and that is integral to their culture of no social security..

[Rahul P @Rahulpach]

@Accuracy_Invst The cyclicality is showing up now in case if you are still watching..

[Rahul P @Rahulpach]

@Accuracy_Invst Maybe worth noticing the deterioration in margins and the cyclicality in the business. Having said that things are looking up basis my info currently.

[Rahul P @Rahulpach]

@icc_india Would there be any recordings that you can share of this event ?

[Rahul P @Rahulpach]

@blitzkreigm In one of the concalls the promoter did not want to talk to shareholders who did not have less than 2% shareholding ! Crazy guy.. the other promoter is based in London (I think) to run an India based company..

[Jens Nordvig @jnordvig]

I have been pretty vocal over the past few quarters about how bad the trend in Chinese foreign direct investment was.

But the Q2 data was EVEN WORSE than I expected. Global corporates have simply stopped investing in China...

(The liabilities, blue bars, are the inflows)

[Rahul P @Rahulpach]

@eyesofmaya @markminervini It is great to relive your journey and it's ups and downs.. great story and a great outcome Kartik

[Rahul P @Rahulpach]

@INArteCarloDoss Not sure if it is due to possible movement from banks to treasuries in light of the very low rates offered by the banks..

[Rahul P @Rahulpach]

@rdkriplani @Praveen_ptnr It seems like they have been cautious with new investments under Rishi and have constantly deleveraged.

Disclosure; Invested since the last two years and have seen them diversify the wind risk and also leverage on the opportunity when it finally came back..

[Rahul P @Rahulpach]

@SahilKapoor On shoes by a margin !

[Rahul P @Rahulpach]

@ManihiB @rdkriplani

[Rahul P @Rahulpach]

@OriginalBraila @MedaniHytham @rdkriplani