Siddharth Gupta

Indian financial markets professional. History, markets and economics watcher. Policy enthusiast.

[Siddharth Gupta @sidrgupta]

@mybmcWardPN Dear @mybmc - all of these are back. Entire stretch of Rani Sati Marg has no designated area left to walk. Not only footpath, the road is also occupied. By hawkers and shops alike.

[Siddharth Gupta @sidrgupta]

@drmbct

[Siddharth Gupta @sidrgupta]

At Malad, the 8:08 local is already ~10 minutes late at origin and then waits for mail trains to pass on the 4th line. Weren’t Lines 5 & 6 meant to free up these tracks for suburban trains? @WesternRly

[Siddharth Gupta @sidrgupta]

@drmbct There was a question also sir. Is it cancelled tomorrow also? Till when?

[Siddharth Gupta @sidrgupta]

@Akshay_VAK @sanjeevsanyal @INSVKaundinya True. Seems no mean feat to recreate a lost art.

[Siddharth Gupta @sidrgupta]

@bearlyai Why are you in Royapuram? @sidin

[Siddharth Gupta @sidrgupta]

@sidin I also give this an A+. Thanks for sharing!

[Siddharth Gupta @sidrgupta]

@WeekendInvestng Calibri claims another victim! I remember reading that Nawaz Sharif was also caught using this logic.

[Siddharth Gupta @sidrgupta]

@NGKabra Such a brilliant thread Navin!

[Siddharth Gupta @sidrgupta]

@chandrarsrikant We need to grow the width and depth of such champions. Mittelstand!

[Siddharth Gupta @sidrgupta]

@omkar_jagdale @riteshmjn Indian MFs are mandated to hold Gold in their portfolios. So yes, physical gold of an equivalent amount is stored in vaults.

[Siddharth Gupta @sidrgupta]

@somnath1978 Why the open desktops, then!

[Siddharth Gupta @sidrgupta]

@IC_ENG1NE @ShivamVahia @dronemanYT Centralisation without local responsibility is what gets you grand projects on concretisation and shoddy execution.

[Siddharth Gupta @sidrgupta]

@IC_ENG1NE @ShivamVahia @dronemanYT On the contrary. Today we don’t have elected representatives in BMC - and no way to get our voice heard. A stronger and more accountable local body is required.

[Siddharth Gupta @sidrgupta]

@rustapharian This is chart crime? EU, China are highlighted not because of high tariff but because of high import share. There are much larger tariff rates on those which have greater imbalance - because the fundamental view is that anyone who sells to them but not buys is stealing from them.

[Siddharth Gupta @sidrgupta]

All this math makes me feel this is round 1 in the Art of the Deal. Why do the work when you can make countries come to you with rates that are ‘fair’. And then reduce from current rates to true reciprocal rates.

As a net supplier of demand to the world, India should be fine.

[Alan Cole @AlanMCole]

I can confirm I've replicated the CEA calculation for the so-called "tariffs charged to the USA" on these charts.

It is the Census FT900 trade data, exhibit 4, for year 2024, and the formula is MAX(10%,(imports-exports)/imports) per-country on a customs basis.

[Siddharth Gupta @sidrgupta]

@AlanMCole All this math makes me feel this is round 1 in the Art of the Deal. Why do the work when you can make countries come to you with rates that are ‘fair’. And then reduce from current rates to true reciprocal rates.

[Siddharth Gupta @sidrgupta]

Catch the action from @CFASocietyIndia from an event with @HowardMarksBook here!

A very interesting set of quotes I’ve already heard here!

[CFA Society India @CFASocietyIndia]

Kicking off a session with Howard Marks with a packed house of 650+ attendees in Mumbai! Excited for an insightful evening ahead. We'll be starting soon and live-tweeting key takeaways - stay tuned!

[Siddharth Gupta @sidrgupta]

What happens when vibe code leads to a million dollar ARR?