Foreign investors aren't leaving India. They're choosing their entry price.
With U.S. yields high and the rupee weak, global money is getting pickier about the price it pays.
https://t.co/P3eLQBkrFQ
Reliance returned to India's rupee bond market with two large issues: ₹12,000 crore for five years at 7.47%, followed by ₹13,000 crore for ten years at 7.90%.
This is not a distress story
Read the full analysis from Capital Signals.
https://t.co/kSEZEsRh50
The dip in gold looks tempting until you see what is driving it.
I broke down the 4 signals Indian investors should watch before buying the dip.
Read the full article on Capital signals.
https://t.co/uwH8xW1t2m
The Sensex fell 1,124 points today.
But the story didn’t start in India.
Hormuz → oil → inflation → U.S. yields → dollar → rupee → Indian equities.
I broke down the full chain and the signals worth watching next.
https://t.co/ATJkhECiAN
Your best Indian stock can fall even when the company gets everything right.
The reason may be sitting in the U.S. bond market.
I wrote about how the 10-year Treasury yield can affect Indian stocks and why it’s worth watching.
https://t.co/rE9ueWxLWj
Maybe God already put the right people in your life. Maybe they are exactly who you deserve. The real flex isn't "moving on" it's putting in the effort to make them stay. 🧵
Hot take: The internet has sold us a "disposable people" complex. 🚩
We’re told that if we lose someone, the universe will just drop a "better" version in our lap. We’ve become so obsessed with the upgrade that we’ve forgotten how to be stewards of the people we already have.
@Trinhnomics Looks like the U.S. is playing the long game with India. Tariffs aren’t just punishment, they’re negotiation tools. By hitting India’s growing manufacturing edge (esp. Apple & tech), the U.S. signals: We want alignment - on trade, oil, and geopolitics.
Just sharing this out of pure curiosity - no political stance here. 📊📱
Would love to hear what others think:
Should Apple shift more iPhone production to the U.S., even if it costs more?
#Apple#iPhone#manufacturingindia
What if Apple made iPhones in the USA instead of India? 🇺🇸 vs 🇮🇳
Let’s break it down with approx numbers:
• India assembly cost: ~$40
• USA assembly cost: ~$75
• Add 25% U.S. tariff on India: $40 ➝ $50
➡️ USA still costs ~$25 more per unit
#Apple#Tariff#SupplyChain
Unless Apple fully reshapes its supply chain, U.S. iPhone manufacturing remains symbolic.
Labor, infra, compliance - all more expensive.
India wins with incentives, cheap labor, and Asia-proximity.
Tariffs help, but they don’t rewrite the math.📉📱💰
#Tech#TradePolicy