Rohit Lamba

the best revenge is massive success. Partner @compcircle. Views are personal.

[Gurmeet Chadha @connectgurmeet]

Indian Market stats as on 31st March

Nifty50 current P/E 19.5
Forward 18-18.5

Market cap to GDP 105%
Peak Market cap to GDP 138% (dec 2005)

Bank Nifty P/E is 13.5
Price to book 1.7

FII ownership approaching 2008 lows.

[ETMarkets @ETMarkets]

Losing $1 billion a day: #GurmeetChadha urges PMO, Finance Ministry to revisit capital gains tax, STT

https://t.co/JiLLwAJu2V

[Gurmeet Chadha @connectgurmeet]

Honourable @PMOIndia and @FinMinIndia

We are losing Foreign Capital of almost $1 Bn a day. Since July 2024, post hike in capital gain tax and STT, we have lost $100 Bn and our markets have become globally unattractive .we need patient risk capital to fund our growth story.

It’s undoing the good work done through various reforms.

A responsive govt like yours has always taken feedback on taxation - GST, Income tax and given relief.

I urge you to reconsider.

[Gurmeet Chadha @connectgurmeet]

Global capital can shift a part of it’s exposure from Dubai n UAE to Singapore n other hubs

Indian Govt can introduce more reforms to get a piece of this

1. Cut capital gains
2. GIFT city -introduce more reforms like reduced capital controls ,lesser operational n legal huddles

[Gurmeet Chadha @connectgurmeet]

Last 3 days DIIs have bought 32000 cr ans FIIs have sold 20000 odd cr.

First tariffs, then AII disruption & now Iran war - we are facing constant redemption pressure from FIIs.

Increased taxes -STT, capital gains & rupees depreciation is a key catalyst.

I again request honourable @FinMinIndia to make taxation more friendly for risk capital. Also reward domestic investors for their continued faith in India story despite so much volatility.

Capital markets have deep linkage to real economy and it’s hurting us.

[Rajesh Lakhani @r_k_l]

@emirates @EmiratesSupport my daughter flying from JFK to DXB on EK202 and onward to BOM. Her flight from JFK to DXB got diverted to Vienna. She is stranded at Vienna. Zero help by Emirates & some Grnd staff of airport providing confusing statements. Please help @DrSJaishankar

[NDTV Profit @NDTVProfitIndia]

"This is a big relief for emerging markets like India", says Gurmeet Chadha, Managing Partner and CIO, Complete Circle on US Supreme Court's judgment on Trump tariffs

@TamannaInamdar

[Gurmeet Chadha @connectgurmeet]

3 lac crore plus bids for a 10500 cr IPO of ICICI Pru AMC…

Shows the amount of domestic liquidity available for good IPOs n quality businesses.

Long runway for capital market plays - exchange, depository , wealth mgmt , AMCs and digital broking cum platform plays..

[Rohit Lamba @rohitlamba23]

@BhavikKothari19 @PointsPro How do you buy it only for 1 year ??

[Rohit Lamba @rohitlamba23]

@PointsPro Hi thanks for the info,, how do you subscribe for just 1 year

[Puneet Singh Bedi @PuneetSingh84]

Warren Buffet does not carry a cell phone, nor has a computer on his desk.
He does not socialize with high society crowd.

His past time after he gets home is to make himself some pop corn and watch TV.

Don't try to show off, just be your self and do what you enjoy doing.

[Rohit Lamba @rohitlamba23]

Welcome Tejas to CCC family

[Gurmeet Chadha @connectgurmeet]

We are pleased to welcome Tejas Khaladkar to @Compcircle Family.

Tejas is a MBA in Marketing from N.L. Dalmia Institute of Management Studies and has 20 Years of Experience in Mutual Fund industry & Investments.

He has worked with Companies like DBS Chola AMC, Nippon India AMC & Canara Robeco AMC.

@@tejas_rk80 joins us as a partner in our Mumbai office.

Blessed to have you mate..

[Rohit Lamba @rohitlamba23]

@Swiggy your delivery partners are crooks, they steal customers belongings

[Rohit Lamba @rohitlamba23]

@SwiggyInstamart your delivery partners are thief’s they come for delivery and steal customers belongings please let us know as customer how should we deal with this

[Sonia Shenoy @_soniashenoy]

The diwali vibes in the market continue .
The nifty is now up 1000 points from September lows and bank nifty has hit a fresh record high.

I sat down with market veterans @SunilBSinghania @vikaskhemani @pankajtibre and @connectgurmeet over dinner to discuss how to approach the new samvat. It was fun , games , food and a lot of market talk.

Full Diwali episode out today at 6 pm on The Money Mindset YT channel ! ✨

Happy Diwali ❤️ 🪔

[Rohit Lamba @rohitlamba23]

Wow great news, 🥂

[Nigel D'Souza @Nigel__DSouza]

Pleased to share that I have been promoted to Senior Editor @CNBCTV18News @CNBCTV18Live

Thank you for your support 🙏

https://t.co/2tgCKWtIJ0

[Rohit Lamba @rohitlamba23]

So basically US has has screwed the big tech companies with tariffs and H1B visas fees, global power shift happening, towards Asia, Indian Tech Companies need to Gear up and grab this opportunity

[Gurmeet Chadha @connectgurmeet]

World population is 8 billion.. China with 1.5 bn hardly uses US social media & tech platforms .

India with 1.5 bn people in next 3 years will reduce its dependence significantly…so will other nations.

These tariff tantrums n attack on sovereignty will reduce TAM for US tech cos by 50%..

See a big bubble in US tech stocks…

[Rohit Lamba @rohitlamba23]

Infrastructure has crumbled completely in These city’s, just 1 days rain can bring the whole city to knees,

[Gurmeet Chadha @connectgurmeet]

Request RBI to consider loan for buying a car in Bengaluru , mumbai and Gurugram as Housing loan.. it is largely an immovable asset.

[Rohit Lamba @rohitlamba23]

@pointspro Axis has put apple products and apple vendors in telecom category, so no more reward points on purchase of IPhone or any other apple product