Took the metro for the first time & wow. 10 years ago, this same route was a 2-hour traffic nightmare. Today, it’s a world-class, AC ride bypassing all the gridlock.
Uber: ₹700+
Metro: ₹60
The construction pain was real, but this is worth it #MumbaiMetro@MumbaiMetro01
Summer vacation unveiled a piece of ancestral wealth with kids today:a 1946 1 Anna coin! 🪙
Face value: ₹0.0625
Value today: ₹300
80-yr CAGR: ~11%
Wealth preservation unlocks compounding. Durable assets turn the rare into antiques! ⏳💰
#Wealth#Investing#history#oldisgold
On top is Godrej's old logo.
Since 1897.
Recognized across India.
At the bottom is the new, redesigned logo, designed by Disco, Godrej’s in-house design studio.
The second image is the logo for Guerrilla Holdings, an Australian company.
If incompetence ever needed a logo.
@gujarat_titans Your online merchandise partners are not reliable . I have been waiting for my order for long . At 9.15 AM , they are messaging me that they are not working and their work time is after 9AM
For decades, HPCL has stood by the nation, ensuring energy reaches every corner, every day.
We are currently witnessing a sudden surge in demand for petrol and diesel across the country. Over the past two days, sales have increased by more than 15% on an all-India basis, with certain locations experiencing spikes of over 50% compared to average daily sales.
Our supply chains remain strong, our outlets are fully stocked, and our teams are working around the clock to serve you.
We urge citizens to remain calm, avoid panic buying, and trust the systems that have consistently delivered for Bharat. We remain committed to ensuring seamless and reliable fuel availability for all.
#StayCalmIndia #OneHPCL #EnergyForBharat #FuelSupply
@HardeepSPuri@PetroleumMin@neerajmittalias@Secretary_MoPNG@HPCL
THE GLOBAL FINANCIAL SYSTEM JUST BROKE IN TOKYO
Japan’s 30-year bond yield hit 3.41% today. That number means nothing to you. Here’s why it should terrify you.
Japan owes 230% of everything it produces. It’s the most indebted nation in human history. For 35 years, they kept the lights on by borrowing at near-zero rates. That era ended this morning.
Here’s What Just Happened
Core inflation is running at 3.0%. Government bond yields are spiking to levels not seen since 1999. China just conducted its 25th military incursion near Japanese waters this year. Japan is now forced to spend 2% of GDP on defense … nearly 9 trillion yen annually.
The Bank of Japan is trapped between two impossible choices: raise rates and trigger a debt collapse, or keep rates low and watch inflation destroy savings. They chose door number two.
Why You Should Care
Every major bank, hedge fund, and institution on Earth has borrowed yen at cheap rates and invested it elsewhere for 30 years. This “carry trade” could be worth anywhere from $350 billion to $4 trillion. Nobody knows the real number because it’s hidden in derivatives.
When Japan’s system breaks, this money unwinds. Fast.
The last time we saw a preview … July 2024 … the Nikkei dropped 12.4% in a single day. The Nasdaq fell 13%. That was a small tremor. The earthquake is coming.
The Math Is Simple!
Japan’s government pays interest on $9 trillion in debt. Every 0.5% increase in rates costs them $45 billion annually. At current yields, debt service will consume 10% of all tax revenue. That’s the death spiral threshold.
The yen is trading at 157 to the dollar. If it strengthens to 152, the entire carry trade becomes unprofitable. Unwinding begins. Emerging market currencies could drop 10-15%. The Nasdaq could fall 12-20% as funds are forced to sell.
What Happens Next
December 18-19, the Bank of Japan meets. Markets are pricing 51% odds they raise rates another 0.25%. If they do, volatility explodes. If they don’t, inflation accelerates and the problem gets worse.
There is no way out. Japan’s fiscal dominance is now permanent. They must keep the yen weak to service their debt. This means the free money that powered global markets since 1990 is ending.
The Bottom Line
Interest rates worldwide are going up 0.5-1.0% permanently. Not because of inflation. Because the world’s largest creditor nation can no longer subsidize global growth.
Your mortgage, your car loan, your credit card … all repricing higher. Stock valuations built on cheap money … all compressing. The everything bubble … all deflating.
This is not a recession. This is a regime change. The largest liquidity engine in financial history just seized up, and most people won’t understand what happened until their portfolios are down 30%.
Tokyo broke the world today. You’ll feel it tomorrow.
Read the full data driven deep dive article -
https://t.co/enhJeYNeo1
17-11-25 #Nifty
Here is my theory on what's happening in the market: (I may be wrong)
DIIs have been buying and FIIs have been selling index stocks since the last one year.
Indices have been stagnant since October 2024.
So, to generate funds to pump back in the market, DIIs are playing the FNO market, including option writing.
The FIIs are aware of the DII plight, and they too are piling on the FNO market.
All energy and liquidity is therefore channelled to the FNO market.
In sum, FIIs have generated fantastic returns in the last 13 months, the DIIs have made limited cash to pump back, generate a return, and counter FII selling, while retail investors have suffered during this period.
Anyway, bullish buzz is overpowering the bearish talk now, but yet, the FIIs continue to sell. There's no sign of the on-off US trade deal too, but many say it is around the corner.
Today looks ok but be prepared for high volatility. Gift Nifty indicates gap up, but it is usually a false flag.
#StocksToWatch
NCC
SHESASHAYEE PAPER
RAIN INDUSTRIES
Let’s mark this festive season by celebrating the hardwork, creativity and innovation of 140 crore Indians.
Let’s buy Indian products and say- Garv Se Kaho Yeh Swadeshi Hai!
Do also share what you bought on social media. This way you will inspire others to also do the same.