Indranil Ghosh

Views are personal

[Indranil Ghosh @tweet_IG]

@Ajay_Bagga You should start these discussions by singing “Tarif Karu Kya uski jisne tujhe banaya”

[Indranil Ghosh @tweet_IG]

@chess_feed Qc2, Qh7

[Indranil Ghosh @tweet_IG]

@_anujsinghal Also the job will be get coffee and do dry cleaning, it’s a glorified assistant by definition - the only thing we should look forward to is the reveal in a year - I hope he doesn’t make this person sign an NDA

[Indranil Ghosh @tweet_IG]

@WeekendInvestng Let’s see what happens tomorrow when the US guys roll out the sell orders across their Asian franchises

[Indranil Ghosh @tweet_IG]

@sandipsabharwal Coincidentally started around the time when Adani got in to the cooking oil business, till then it was a reasonably hard business to crack due to cheap imported oils competing with local cooking oil

[Indranil Ghosh @tweet_IG]

@CNBCTV18Live @Parikshitl No country that has a deficit should have a SWF that invests abroad when the country itself needs investments

better way would be for the government to pool its Psu stake and create a SWF corpus - this can be used to invest in india by divesting the psu holdings gradually

[Indranil Ghosh @tweet_IG]

@itsTarH No - we just make it hard ! Global supply chains want to move to India, but ease of doing business is only on paper, even smaller Asian countries like Vietnam are doing a better job than us - the bureaucratic Indian governance mindset which is a relic of the Raj will hold us back

[Indranil Ghosh @tweet_IG]

@arijitbarman76 Someone has to pay for the wedding !

[Indranil Ghosh @tweet_IG]

@myvaluepicks LTCG going up !

[Indranil Ghosh @tweet_IG]

@safiranand @DavidInglesTV right analysis is that it trades at a slight premium to s&p 500, as eps growth higher. Chinese multiples are low as global invstrs continue to get out of Chinese equities - other em and apxj indices are dominated by China so it basically the same comparison 3 times

[Indranil Ghosh @tweet_IG]

@BaijalUtsav Might even be better than the A team !

[Indranil Ghosh @tweet_IG]

@nimvora

[Indranil Ghosh @tweet_IG]

@safiranand Agree, also there is too much noise around this now, I suspect they will steer clear of this or introduce it with a (marginal) tax rate reduction for individuals to 25% to soften the blow

[Indranil Ghosh @tweet_IG]

@Vespid_ @safiranand Subsidiary damepl has and has paid that amount to banks, question is if dmrc will try and recover this from damepl lenders who took the money or shareholder rinfra

[Indranil Ghosh @tweet_IG]

@safiranand @moneycontrolcom I was suggesting the same , they need to reduce assets by breaking up and that seems pointless. The public funds comment is a misunderstanding from the previous regime, under the new rbi regulations that came in 2021 under scale based regs, public borrowings is not a criteria

[Indranil Ghosh @tweet_IG]

@safiranand That’s not true, it’s still CIC

[Indranil Ghosh @tweet_IG]

@safiranand Hugely under valued, best hospitality stock currently!

[Indranil Ghosh @tweet_IG]

@AshwiniBhide @British_Airways They have been doing this for years and quite brazen about it

Any other country they wouldn’t dare to be this respectful