Getting Started

Try to cover topics like Indian and Global economy, Finance and Indian Society.

[Getting Started @StartedBetter]

@robin_j_brooks It is indeed surprising that this joker has a PhD in macro from a decent school

[Getting Started @StartedBetter]

@robin_j_brooks It is indeed surprising that this joker has a PhD in macro from a decent school

[Getting Started @StartedBetter]

@robin_j_brooks It is not oil.

It is the broadening from three bouts of supply shocks over five years. There are models that can identify switches from transient

[Getting Started @StartedBetter]

@robin_j_brooks It is not oil.

It is the broadening from three bouts of supply shocks over five years. There are models that can identify switches from transient

[Rajendran Vasudevan @Balanced_2016]

@riteshmjn It's actually both!

It's a matter of time frame.

Back when ngdp growth hit 20% plus back in the upa period, you had both double digit real gdp growth and double digit deflator.

Now though we have ngdp growth trend of 7-8, % with real gdp at 5%

[Getting Started @StartedBetter]

@Iamsamirarora One more year of consolidation at index levels will indeed put paid to the confidence on the SIP front.

That consolidation is a near certainty.

[Getting Started @StartedBetter]

@Iamsamirarora One more year of consolidation at index levels will indeed put paid to the confidence on the SIP front.

That consolidation is a near certainty.

[Getting Started @StartedBetter]

@dandolfa What response?

Deep Seek was about MoE.

What did america do?

Bloxkade of chips.

China hits back with its own chips(ascend 350 is being widely used by all open wts)

By 2030 the compute advantage will be zero. At this rate nobody in the world will be using anthropic

[Getting Started @StartedBetter]

@dandolfa and open ai along the way.

There is no way out.

[Getting Started @StartedBetter]

@dandolfa What response?

Deep Seek was about MoE.

What did america do?

Bloxkade of chips.

China hits back with its own chips(ascend 350 is being widely used by all open wts)

By 2030 the compute advantage will be zero. At this rate nobody in the world will be using anthropic

[Getting Started @StartedBetter]

@ActusDei The only relevant point of discussion now is monsoon.

It looks like a poor one.

Pocketa hit are responsible for legumes, oil seeds, fruits and veggie.

Impact on food inflation will be stiff.

[Getting Started @StartedBetter]

@ActusDei The only relevant point of discussion now is monsoon.

It looks like a poor one.

Pocketa hit are responsible for legumes, oil seeds, fruits and veggie.

Impact on food inflation will be stiff.

[Getting Started @StartedBetter]

This

[Getting Started @StartedBetter]

Paul Krugman has been a consistent China basher.

This one is pretty telling given that that chart on Chinese consumer real estate price over 20 years.

[Getting Started @StartedBetter]

This indeed true.

[Vineet @Vintosh]

@sandipsabharwal For engagement farming and promoting some stock / movie my suggestion is don’t risk your brand image that of financial expert and market observer. You know the agenda of these films and financing backing them.

[Getting Started @StartedBetter]

since the turn around in Feb this year, in the chemicals space have been

Navin Flourine
Balaji Amines
Privi Splty

2/2

[Getting Started @StartedBetter]

Someone shared API prospecta of AMI Organics in whatsApp in 2023.

I have been talking about this even prior to that.

It has a new name - Acutaas Chemicals.

It has performed across this period when chemicals in general have under performed.

The other picks

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[Getting Started @StartedBetter]

policy targetted around these tier 2 and 3 cities, especially centred around AI ensures viability.

Anti-China propaganda handlea like @robin_j_brooks , @michaelxpettis and others are having nightmares post this😂😂😂😂

[Getting Started @StartedBetter]

This is the most widely shared chart over the last 24 hrs.

The realty boom that accompanied the blistering growth in the economy has been completely wiped. It has happened with out so much as a whimper in the growth trajectory

/1

[Getting Started @StartedBetter]

A decade back home ownership was considered the most worriesome social issue in China.

While the issue is not completely attended in tier 1 cities, it is not so in tier 2 and 3.

About 100 million more houses are now available on the public housing inventory. Industrialp

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