Sunil Doshi

CEO - Excel Debt Broking - trying to find value - any asset class - absolute returns 20% CAGR - also a fierce Nationalist - Explorer

[sandip sabharwal @sandipsabharwal]

Freebies culture is creating worker shortages across construction, agriculture as well as industrial eco systems

Let people work. Stop free money distribution. @PMOIndia
@narendramodi
https://t.co/zB3y7SQYl6

[Sunil Doshi @sunilkdoshi]

@sandipsabharwal people got caught on the wrong foot in swiggy on ipo and then placement at 380 ----MFs do give easy exits to some people - sometimes not clean too

[Sunil Doshi @sunilkdoshi]

@kushallodha548 Keep Growing Kushal and getting superb Guests - Rama Madam used to come as a prof in our college - very sharp mind

[DD India @DDIndialive]

India’s next economic leap depends on moving from deals to rules. Manish Sabharwal, Co-Founder, TeamLease Services, emphasises rewarding honest entrepreneurship, punishing rule-breakers, simplifying unenforceable regulations, and building trust in the system

Watch more on #BharatReloaded 🔗 https://t.co/sCaI38NJUN

@capitalcalculus

#BharatReloadedOnDD #ViksitBharat #EconomicReforms #EaseOfDoingBusiness #StartupIndia #IndianEconomy #IndiaGrowthStory #BusinessReforms

[Sunil Doshi @sunilkdoshi]

@ActusDei More importantly how many are uncovered as yet and to be discovered by Godrej

[Gurmeet Chadha @connectgurmeet]

For last 20 years , Economists r saying a weak rupee is good for exports ,let it find a natural level :)

Well if that is the case, we would have been an export super power with trade surplus

Only solution to India problems is 8-9% growth , reforms n low n stable tax structure.

[Vishal Bhargava @VishalBhargava5]

Irrespective of your political preferences, one must admire the courage of the Maharashtra Government to demolish illegal slums in Mumbai. For too long slums have been considered an untouchable due to its vote-bank. That created even more slums. It helped no one except few lords

[sandip sabharwal @sandipsabharwal]

One of the best Padel and Pickle courts in South Mumbai at Phoenix Palladium forced to shut down from 1st of June for the Monsoon Season
Apparently the asking rate of the authorities for putting up temporary shelters for the rains was huge and much more than what they would earn via the court booking charges.
@AshwiniBhide @Dev_Fadnavis please verify and have it investigated. There are limited sports facilities in Mumbai.

[Vishal Bhargava @VishalBhargava5]

Delhi Gymkhana: As the controversy rages, the solution is simple with a known formula. There is no need to shut it.
Raise the rent the club has to pay to "market-level." To fund it - the club can sell memberships and get more members. Win-win-win.

[Sunil Doshi @sunilkdoshi]

@niraj_shah Good one Niraj - Ur ability to ask and get responses has less parallels today

[Sunil Doshi @sunilkdoshi]

@vsvicky_ Hey Secret is HER HUSBAND - Smart shrewd Investor -Sundar Iyer and now his son Siddharth

[Sunil Doshi @sunilkdoshi]

@ManaswaS superb one - tks

[Sunil Doshi @sunilkdoshi]

@srinualavilli @arrychary @walkingproject @MumbaiFootpaths @RoadsOfMumbai @saferoadsmumbai @WRIIndia @PowerTrain_YT @fayedsouza @kumarmanish9 @the_cycledad @pedalandtring Corporates if they give 2 buses each (total 30) with their Branding - CSR is free - also Dont charge passengers make it Hop on hop off - AC and easy - should work from MTNL junction to apple Corner at Jio world drive - every 5 mins - ICICI Bk - Kotak - SBI - NSE - ready

[Sunil Doshi @sunilkdoshi]

@Sandeep_Majj which was this event sandeep

[Sunil Doshi @sunilkdoshi]

@deepakshenoy deepak - goto any Marwari Jeweller and not a Tanishq - u will always get a Bid / Ask spread for Gold in Cash or Cheque which is less than 0.5 %.Your Claim of getting 10% lower prices is wrong - only PSU banks and tanishq give bad buy quotes on that front as they r HQ controlled.

[Sunil Doshi @sunilkdoshi]

@deepakshenoy Make gold Capital gains tax zero for Temple trusts -on this front Temple audits which were expected never happened - even in SGB participation was less than 5 %

[Sunil Doshi @sunilkdoshi]

@DrSanMukherjee Dr Mukherjee -PLS SEE IF EXIT OF THE TUNNEL at MARINE DRIVE can be brought direct to Nariman point - Nowadays Oberoi to Chowpatty is already Jam packed and all traffic cmg from Eastern suburbs is mainly for Nariman Point -that will declog mantralaya and a Parking Lot for 1000car

[Deepak Shenoy @deepakshenoy]

One of the key influences to reduce dollar spends is on gold imports. India's demand has been high, and was $51 billion in FY25. It is likely to be about $92bn in FY26. Remember, net imports of crude - a larger import - was about $102bn in FY26.

Given that we export other things, our current account deficit should be around $80bn in FY26 (up from $50bn in FY25) Basically, cutting crude oil imports and gold by 25% each will bring the deficit down substantially.

So cutting gold is useful, to some extent. There's demand from retail buying of coins. From ETFs. From the jewellery sector. And now from other digital gold products.

We imported around 780 tonnes of gold last year.

RBI has a lot of gold. It bought gold, and has brought back gold it stored abroad. It doesn't need this much gold - it has over 800 tonnes. And it has a bloated balance sheet - way too high for a central bank that isn't doing any QE. More than 85 lakh crores sits in the central bank bal sheet - and more than 12 lakh crores is in gold alone.

The RBI can slowly bring back more gold reserves back to india - it's doing about 100-200 tonnes per year anyhow. It can then sell 200 tonnes of gold locally, to serve the jewellery market this year (this will satisfy about half the demand)

That would mean there is no dollars going out for importing gold. Not too much - only $30 bn or so, but that's enough to offset the current account deficit substantially.

There is no major pressing need then for domestic consumers to stop consuming gold. The consumption will slow if prices fall; and if the rupee improves, and India's gold imports slow, prices should be under control.

Anyhow, telling people to not buy gold has the opposite effect. We don't trust our government, inherently. So if they tell us to not buy, we will buy more. It's a bit of a problem to express this desire. Buy Indian is fine. Don't buy gold isn't going to help, I think.

Now there's an impact - if the RBI sells 200 tonnes of gold, it will hurt rupee liquidity (any rupee paid to the RBI for its gold = rupee out of circulation). that's about 300,000 cr. rupees. But there is a huge surplus right now, and we can ease out 300,000 cr. through some temporary moves (VRR) or durable ones (RBI buying government bonds). This will reduce some forex reserves but just $30 bn which is a very small number compared to over $500 bn we own and which isn't that necessary.

It will also help stabilize the rupee, allowing future inflows to be planned by foreign investors. It will also help in reducing any supply imbalances.

This will help for one year, by which time, the government can create more room for foreign investment through regulatory red tape reduction, level playing field on taxes for FPIs, single window clearances etc.

In short: RBI should sell about 15 tonnes of gold per month to the domestic market and that's enough to reduce a lot of the imports, reduce the current account deficit and allow the rupee to stabilize.

[bodila @51bodila]

Citadel CEO shares a secret with Stanford - how his fund uses AI to control $69B in capital

42-min AI masterclass from the founder of one of the world’s top investment funds

Bookmark & watch it - it’s the best interview on the use of AI in finance. Then listen how Ken Griffin borrowed $265k and turned it into $90B

[CA Manish Goel @StockGoel]

Dear Wealth Builders,

When I pick stocks, I use a strict set of filters... These are non-negotiable... There is a famous saying -"When you give someone a fish, you feed him for a day. But when you teach him how to fish, you feed him for a lifetime"... So below I am telling you some important filters I use while selecting stocks.

Return on Equity > 15% – because a business that cannot earn high returns on shareholders’ money is not worth owning.

Cash Flow from Operations > 60–75% of Net Profit – because profit without cash is just accounting fiction.

Contingent Liabilities < Net Profit – because hidden risks can wipe out future earnings in one stroke.
Promoter Holding > 45% – because if owners themselves don’t have skin in the game, why should you?

Price to Book < 6 – because valuation matters; paying any price for growth is the biggest retail blunder.

Debt to Equity < 0.2 – because excessive debt kills even great businesses when cycles turn.

Increase in Net Block > 50 – because real growth shows up in expanding productive assets, not just in stories.

Market Cap > ₹50 crore but < ₹2,000 crore – because I focus on scalable yet undiscovered opportunities.

Tax Paid > 25% of Net Profit – because consistent tax outflow means profits are genuine, not manipulated.

Dividend Payout > 2% – because real cash distribution shows shareholder friendliness.

3-Year Sales Growth > 8% – because without top line growth, profits are not sustainable.

Other Income < 40% of Net Profit – because real businesses earn from operations, not from “other” sources.

5-Year Average ROE > 15% – because consistency over cycles is more important than one good year.

Return on Assets > 10% – because assets must generate adequate returns, or else management is inefficient.