Sanjeev Kumar Ahuja

[Sanjeev Kumar Ahuja @skahuja1971]

Brent at $87.83: Put out negative news now that we've built a huge long.
Brent at $105.67: Put out positive news now that we've dumped our longs and gone short.
#trump
#IranWar‌
#Nifty50
#OilPrice

[Sanjeev Kumar Ahuja @skahuja1971]

@LarissaFernand * FIIs know about.. huge disparities in GDP distribution.. 'Ladli Behna' is not going to boost consumption; rather, it is the worst use of tax money... distributing cash before election amounts to a bribe...providing free rations to 80 crore people is not an achievement to boast

[Sanjeev Kumar Ahuja @skahuja1971]

@LarissaFernand do remember that the time spent pursuing your goals is just as much a part of life ...so make sure to enjoy the journey.

[Sanjeev Kumar Ahuja @skahuja1971]

@LarissaFernand And the funniest part is that the person who is making the promise has the least chance of even being in this world at that time..

[Sanjeev Kumar Ahuja @skahuja1971]

@devinamehra Buying an iPhone on EMI is fine if you can afford to pay cash; otherwise, it’s not a new phone you need..it’s a psychiatrist

[Sanjeev Kumar Ahuja @skahuja1971]

@devinamehra The key is Risk Management, rather than Risk Taking.

[Sanjeev Kumar Ahuja @skahuja1971]

@devinamehra In blood relations, we not only expect loyalty but are sure of it. We Indians give more weight to remaining silent rather than speaking out...

[Sanjeev Kumar Ahuja @skahuja1971]

@WealthEnrich When you manage a ₹59 Lakh Crore AUM, a ₹2,000 Crore bad bet is a drop in the ocean (0.03% of assets).
This isn't a structural failure of LIC as a financial fortress—it's a clear operational failure of the Fund Managers who slept at the wheel while FIIs exited. #nse
#FinTwit

[Sanjeev Kumar Ahuja @skahuja1971]

@safiranand We are at peak bad news for Indian markets: USD near 100, high oil, and heavy geopolitical noise, while global peers fly on pure euphoria. Unless domestic policy severely breaks from economic reality, any further fall here is a classic bear trap.
#FinTwit #Nifty

[Sanjeev Kumar Ahuja @skahuja1971]

@safiranand "Until now, the government has been putting all its efforts into restricting the outflow of dollars, with not a single measure to increase the inflow. What is forcing them to take such steps? Or does the government know something we don't?"

[Sanjeev Kumar Ahuja @skahuja1971]

@devinamehra "I am a firm believer that reading is food for the soul."

[Sanjeev Kumar Ahuja @skahuja1971]

@Ajay_Bagga The strategy has shifted from an aggressive front-foot approach to a more cautious “two steps forward, one step back.” Now, Congress has begun questioning the Pentagon’s $200 billion demand, the exit strategy, and the overall purpose of the #IranWar‌ .

[Sanjeev Kumar Ahuja @skahuja1971]

@devinamehra So...AI may soon emerge as a new structural consumer of energy, potentially driving demand-pull inflation in global energy markets.

[Sanjeev Kumar Ahuja @skahuja1971]

@REDBOXINDIA @grok is this true

[Sanjeev Kumar Ahuja @skahuja1971]

@devinamehra Fund managers are simply doing their job: they collect capital by alternating between selling the 'fear' and the 'dream'—leveraging fear to drive flows into gold and silver funds, while marketing the dream of wealth to attract investors to equity funds.

[Sanjeev Kumar Ahuja @skahuja1971]

Tomorrow, keep a close watch on companies with significant exposure to gold loans — especially lenders offering loans against gold and smaller banks where gold-backed lending forms a relatively large part of their portfolio.
#gold #Silver #Budget2026
#NSE #BSE

[Sanjeev Kumar Ahuja @skahuja1971]

Good deal indeed.
Whether it delivers immediate economic gains or not, symbolically it’s huge.
This isn’t just a trade agreement — it’s pressure.
A message to the US: “We have options.”
In geopolitics, perception matters more than paperwork. #IndiaEUTradeDeal
#StockMarketIndia

[Sanjeev Kumar Ahuja @skahuja1971]

if tariffs are imposed broadly on all major trading partners, no single country gains a relative advantage.
But everyone still loses overall, including the country imposing tariffs.
#TrumpTariffs
#Groenland
#tradepolicy

[Sanjeev Kumar Ahuja @skahuja1971]

@raghavwadhwa The primary focus should be on sector allocation. If execution—both entry and exit—is disciplined, the number of stocks within a sector-specific portfolio can justifiably be higher.