Sanjay Balasheb Pawar

Engg Grad MBA fin now debt capital markets industry

[Sanjay Balasheb Pawar @sanjaybp]

Correct

[Zulqarnain Kazmi @Zulqarnaink01]

Elon Musk has long argued that falling birth rates are a major global concern. It can bring both opportunities and challenges. While it may reduce pressure on resources, it can also create future workforce and aging population concerns. The key is finding a sustainable demographic balance.
#India
#DecliningBirthRate
#ElonMask
@narendramodi

[Sanjay Balasheb Pawar @sanjaybp]

True.. we need to Muslim invasion of India, they should not be allowed to change demography

[USAJustice101 @USAJustice101]

@elonmusk The reason that's important it's because Islam in India is growing at record pace.
Eventually at this rate, they will take over India politically and economically

[Sanjay Balasheb Pawar @sanjaybp]

Vested interests way to create Anarchy that should not be allowed. And anti national activities have to be stopped. All are free to protest but they are shouting about Azadi & inqelab.. we need to get free from colonial mentality

[Sanjay Balasheb Pawar @sanjaybp]

Correctly said

[Sanjay Balasheb Pawar @sanjaybp]

@narendramodi @nsitharaman

[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.

[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.

[Office Of Vijay Patel @VijayGajeraO]

Exposing the hidden hand behind the protest against the Great Nicobar Project.

You won’t find these EXCLUSIVE details anywhere.

So let’s start the THREAD.

1. Meet Ashish Kothari. He filed a petition before the NGT against this project.

But why? And who is he?

[Office Of Vijay Patel @VijayGajeraO]

20. This X account has minimal reach due to some reasons.

So I request everyone to retweet the first tweet.
Quote and reply.

Also tag nationalist X accounts so they can see and share this extremely important thread as widely as possible.

[Sanjay Balasheb Pawar @sanjaybp]

@RadharamnDas @TVMohandasPai How can that be possible in Gujarat

[Sanjay Balasheb Pawar @sanjaybp]

@goindiastocks @PMOIndia @narendramodi sir, please look into this

[GoIndiaStocks.com @goindiastocks]

Bernstein just wrote an open letter to India's Prime Minister — and it is asking some hard questions. (23rd April India Strategy note) 👇

1/ The employment question is existential, not cyclical - India's 10–15 million strong IT/BPO workforce — the backbone of the aspirational middle class — is directly in Gen AI's crosshairs. Manufacturing can't absorb the slack at current trajectory. The real question: does the next growth leg create engineers and product builders, or mostly drivers and delivery staff?

2/ Agriculture is stuck in a 1970s policy loop 42–45% of the workforce. 15–16% of GDP. - Below 1-hectare average holdings. Monsoon-dependent farming. Loan waivers instead of reform. The farm laws rollback made things harder, not less necessary. Rs 3–4 trillion in annual input subsidies need to shift toward post-procurement income transfers — and cold storage/logistics investment is not optional anymore.

3/ India risks becoming a permanent AI consumer, not a creator - Data centers are not a strategy. India doesn't own a single frontier AI model. If Indian data keeps training US and Chinese models while domestic capability goes unbuilt, the IT services sector hollows out with nothing to replace it. Bernstein's ask: fund domestic foundation models, build compute capacity, and push global AI companies to list in India — sharing value with the public.

4/ Manufacturing ambition keeps outrunning manufacturing depth - PLI created momentum, but the share of manufacturing in GDP is still stuck at 16–17%. Even in EVs, battery cells — 30–40% of cost — are largely imported from China. The pattern of late entry into industries after global supply chains are already formed needs to break. The next bet must be placed before the race is lost — automation, robotics, advanced materials, AI-integrated manufacturing.

5/ Cash transfer schemes are quietly crowding out capex - Women-only cash transfers across a dozen-plus states now total Rs 1.7–2.5 trillion annually — roughly 0.5% of GDP — and rising. In some states, these schemes absorb 2–3% of GSDP, squeezing infrastructure budgets. Bernstein isn't saying scrap them — targeted support has a role. But election-synchronised, unconditional, permanent transfers risk locking India into a low-productivity equilibrium where taxes fund today's consumption instead of tomorrow's capabilities.

6/ R&D spend of 0.6–0.7% of GDP is not a serious number for a country with semiconductor ambitions Merit-diluting reservation policies are hollowing out research institutions. Without fixing the talent pipeline and funding base, aspirations in AI, deep tech and semiconductors remain exactly that — aspirations.

Bernstein's closing line: "India does not lack capital, talent, or ambition. What it requires now is a sharper willingness to take difficult decisions early, rather than defer them. The window to act is still open, but it is narrowing."

#nifty #india #stockmarket #investing
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Informational only. Not investment advice. Investments subject to market risk. | GoIndia Advisors LLP | SEBI Registered Research Analyst | Reg. No. INH000020040 | SEBI (RA) Regulations, 2014.

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[Sanjay Balasheb Pawar @sanjaybp]

@PramodCPraj Congratulations sir !!

[Sanjay Balasheb Pawar @sanjaybp]

Worth watching

[Rishi Bagree @rishibagree]

@priyayayanshi Harinder Sikka expresses his frustration over the misrepresentation and distortion of his novel "Calling Sehmat" in the film Raazi by the Bollywood gang.

Bollywood director Meghna Gulzar distorted his book and betrayed him for pro-Pakistan propaganda.

[Sanjay Balasheb Pawar @sanjaybp]

@JadhavKedar well done for your fight against corrupt & illegal practises in MCA by @RRPSpeaks. Supreme Court has come heavily on Rohit Pawar & reprimanded him to remove the case. @SachinPotare1

[Sanjay Balasheb Pawar @sanjaybp]

@CricketopiaCom Happy Birthday @AjayJadeja171

[Cricketopia @CricketopiaCom]

Happy Birthday Ajay Jadeja

No Indian can forget his blistering knock against Pakistan in the 1996 World Cup quarter-final in Bengaluru.

Batting with the tail, Jadeja plundered 51 runs in the final 3 overs, 40 of them coming off Waqar Younis in just two overs. An innings for the ages.

[Sanjay Balasheb Pawar @sanjaybp]

@93Yorker Rahul Dravid

[Sanjay Balasheb Pawar @sanjaybp]

@ElonMuskZAB 12

[Sanjay Balasheb Pawar @sanjaybp]

@Mishi_2210 Reuter