Karanvir Aggarwal

Karanvir aggarwal.
Franklin templeton asset management (India) Pvt. Ltd. in Delhi.
Love reading books & making friends. Sharing personal thoughts/ideas.

[(((The Daily Shot))) @SoberLook]

The market cap of the US is much higher than its global GDP and revenue shares.

Source: MSCI https://t.co/y3WfzGjqt4

[Kushal Lodha @kushallodha548]

Watch the entire episode here:

40 years of wisdom 🙌🏻
https://t.co/AEMWGg8AAy

[Dipanshu Kushwaha @Dipanshu_AI]

INSTEAD OF WATCHING NETFLIX TONIGHT.

Spend 1 hour with this.

Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything.

The people who watch this tonight will wake up tomorrow with a new skill.

Watch it and Bookmark it now

[Aariv Khanna @AarivKhanna]

When you get the email: "We've decided to move forward with another candidate."

USE THE GOLDEN RESPONSE:

[Sulekha Tripathi @sulekhat95]

Instead of watching Netflix, watch this 1-hour Yale lecture by Professor Ben Polak.

It will change how you think about decisions in negotiations, business, and everyday life.

[Sulekha Tripathi @sulekhat95]

INSTEAD OF WATCHING AN HOUR OF NETFLIX TONIGHT.

This 1 hour Stanford lecture by Joel Peterson will teach you more about negotiation and getting what you want than most people learn in years.

Bookmark it and give it an hour, no matter what.

[Divya Mittal @divyamittal_IAS]

IIT Delhi to IIM Bangalore to IAS. I got the best education my country had to offer. It taught me how to crack tough exams and manage big responsibilities. But it never taught me how to quiet my own mind or handle loneliness. We spend many years learning how to achieve, but not a single day learning how to be happy.
My thoughts on what is missing in school education.

Emotional Regulation:
We memorized the periodic table, but no one explained the chemistry of a broken heart. School demanded we stay quiet, confusing silence with peace. Now, we don't know how to host our own storms without drowning in them. We feel lost because we were taught to suppress, not to process.

Deep Communication:
We were taught to write perfect essays, but not how to say "I’m hurting" or "No." While there is a strong emphasis on communication, we are not taught the vocabulary of the adult life. There is no course on how to stand our ground in face of bullying by a boss or how to protect our work boundaries by saying 'No'

Critical Thinking:
In school, the person with the most answers won. In life, the person with the most questions survives. This is the reason many adults can repeat opinions confidently without ever questioning where those opinions came from. We are told everything as the gospel truth. So we end up just following blindly

Financial Literacy:
We spent years learning maths and solving for x, but never learned how to keep ourselves from falling in a debt trap. Money isn't just about math; it’s about the dignity of choice. We do not learn how to use debt effectively without it controlling our freedom. How impulsive spending compounds over time, or how money affects stress, relationships, and mental peace. Financial literacy is missing because education often focuses on earning money someday, not managing it wisely once it arrives.

Self-Discipline
School is a world of bells and schedules. Someone else always tells you what to do and when. But adulthood is a world of total silence. We feel stuck because we were never taught how to push ourselves without a teacher watching. Discipline is simply the habit of keeping promises to yourself. This is a habit many of us are lacking

Handling Loneliness
In school, you are always shrouded by people. You never realize how loud the silence of adulthood can be until you’re in it. We feel lonely because we weren't taught how to be our own best friends. Peace is learning that being alone doesn't mean being lonely. It is a sacred space, not a sign of being unwanted.

Reading People
School is a time of innocence where friendships are often given to you. But as we go along, not everyone retains that purity. We feel cheated because we weren't taught to see the hidden intentions or the masks people wear. Reading people is the quiet wisdom of seeing the truth behind the words.

Mental Health Maintenance
We have gym class for our bodies, but nothing for our souls. We are taught to push through exhaustion to finish a project, which is exactly how we end up in burnout. Honoring your nervous system is the only way to make sure the light inside you doesn't go out. We should know when we are dealing with a stressor and unable to handle it anymore. We should know when to reach out for help if we feel that we are drowning in that distress

Knowing Yourself
We spend years trying to be the "best" student, only to realize we don't know who we are without a gold medal. We are left inadequate because we studied every subject except our own souls. The ultimate education is discovering what truly matters to you before the world tells you what to want.

[Naval @naval]

New podcast on sales - Sell the Truth.

00:00 Be Credible

03:18 “Yes, And”

04:31 Selfish Honesty

05:37 Charisma Is Confidence + Love

07:56 Don’t Manage, Lead

11:16 Hunt Together

14:51 Feed Your (Good) Obsessions

18:57 Sell the Truth

21:07 Good Deal or No Deal

23:39 The Age of Nonlinear Returns

[Aariv Khanna @AarivKhanna]

DELETE THESE THINGS FROM YOUR LIFE BEFORE JUNE!!! No explanation... Just DO IT!!!

Do this, thank me later.

[Tehxi @yajnshri]

रामायण में रावण की भूमिका निभाने वाले अरविंद त्रिवेदी जी ने जब शिव तांडव स्तोत्र का पाठ किया, तो उनकी वाणी में ऐसी तेजस्विता और भक्ति झलकी कि वातावरण शिवमय हो उठा।

[श्री @shree_2_2]

🧵 THREAD: The Most Powerful Ganpati Stotra You Should Chant Daily 🙏

1/
When life feels stuck…
When obstacles don’t move…
When nothing seems to work…

There’s one divine solution 👇
Sankat Nashan Ganpati Stotra 🕉️

[Vinodsrinivasan @vinodsrinivasan]

Update on the RBI rupee story. New data just in that changes the scale of what RBI is actually up against.

Thread 2.

[श्री @shree_2_2]

🚩 Thread: The 12 Divine Names of Hanuman that remove fear, disease & obstacles 🙏🧵

1/
In Sanatan tradition, chanting the sacred names of Hanuman Ji is believed to destroy fear, illness, and negativity.

These 12 names hold immense spiritual power 🔥

Let’s explore them 👇

[Vala Afshar @ValaAfshar]

MIT professor Patrick Winston delivers a masterclass on how to present

[Investors Compass @selvaprathee]

India’s Copper Demand - The Structural Curve the Market Still Isn’t Pricing Properly

- Most people see copper as a commodity.
- That is outdated thinking.

- Copper is increasingly becoming a strategic enabler of electrification, grid expansion, mobility transition, infrastructure intensity, and industrial modernization.

- And India’s demand curve is telling you that this is not a short cycle move.

Let’s decode it properly.

1⃣ Start with the demand architecture

The global copper demand into two buckets:
▪️ Primary copper demand - 25.3 MMT
▪️ Secondary copper demand - 8.4 MMT

Inside that:
▪️ India primary copper demand - 1.6 MMT
▪️ India secondary copper demand - 0.6 MMT
▪️ Rest of world primary - 23.6 MMT
▪️ Rest of world secondary - 7.8 MMT

- This is the first clue that India is already meaningfully dependent on both virgin copper and recycled copper.
- That matters because future growth will not be served by mining alone.

2⃣ The market usually tracks copper price. It should track copper mix.

Why?
Because once demand rises faster than mine supply, the economics of the entire ecosystem change:
▪️ Scrap becomes more valuable
▪️ Recycling capacity becomes strategic
▪️ Value-added copper products get stronger realization support
▪️ Organized recyclers gain relevance

- India’s copper system is already a dual supply market - primary + secondary.
- That is a big distinction.

3⃣ Now look at India’s domestic demand trajectory

▪️ FY19 - 1.16 MMT
▪️ FY20 - 1.21 MMT
▪️ FY21 - 0.98 MMT
▪️ FY22 - 1.31 MMT
▪️ FY23 - 1.52 MMT
▪️ FY24E - 1.66 MMT
▪️ FY30P - 2.46 to 2.56 MMT
- That means copper demand is not just recovering.
- It is compounding through cycles.

- Even after the FY21 disruption, the system reaccelerated sharply.
- That is what structural demand looks like.

4⃣ Why this trend is more important than it looks

- At first glance, 7 to 8% CAGR may not look dramatic.
- But for a base metal, sustained mid-to-high single digit demand CAGR is a very serious signal.

Why?
Because base metals sit at the bottom of industrial value chains.

- They grow when real physical intensity rises.
- So when copper demand compounds at this pace, it usually means:
▪️ More wires
▪️ More transformers
▪️ More motors
▪️ More switchgear
▪️ More rail electrification
▪️ More renewable evacuation
▪️ More building electrification
▪️ More cooling systems
▪️ More consumer electricals
- Copper demand growth is often the shadow of a much larger capex cycle.

5⃣ Two Structural phases

Phase 1 - FY19 to FY24E
- Demand rises from 1.16 MMT → 1.66 MMT
- That is roughly 7.5% CAGR.

Phase 2 - FY24E to FY30P
- Demand moves from 1.66 MMT → 2.46 to 2.56 MMT
- That implies another ~6.8 to 7.6% CAGR, with the text also framing it at about ~8%.

The key insight:
- This is not a one-time jump from reopening or inventory normalization.
- That changes how investors should think about the copper ecosystem.

6️⃣ Incremental Demand Is the Real Signal

India’s copper demand is projected to rise from ~1.66 MMT (FY24E) → ~2.46 to 2.56 MMT by FY30.
▪️ ~800 to 900 KT incremental demand in just 6 years
▪️ One of the fastest demand expansions among base metals
▪️ Indicates a structural electrification cycle, not a commodity bounce
- This incremental demand will drive the next supply response.

7️⃣ Copper Intensity of the Economy Is Rising

- Copper demand scales with electrification of assets.

Key drivers:
▪️ Power transmission & grid expansion
▪️ Renewable energy evacuation
▪️ EV ecosystem
▪️ Railway electrification
▪️ Industrial automation
▪️ HVAC & consumer electricals
- Every infrastructure layer added increases copper intensity per unit of GDP.

8️⃣ Primary Copper Supply Is Structurally Constrained

Global copper mining faces structural constraints:
▪️ Declining ore grades
▪️ Long project gestation (10 to 15 years)
▪️ Environmental permitting delays
▪️ Operational disruptions at major mines

Result:
▪️ Primary supply growth lags demand growth
- This creates a widening gap that must be filled elsewhere.

9️⃣ Recycling Becomes the Structural Supply Balancer

- Secondary copper demand in India is projected to rise to ~1.4 MMT by FY30, implying ~14% CAGR.

Why recycled copper matters:
▪️ ~85% lower energy consumption vs mined copper
▪️ Faster supply response vs mining
▪️ Circular economy tailwinds
▪️ Increasing scrap availability
Recycling becomes critical supply infrastructure.

🔟 Investor Compass Insight

- Copper is quietly becoming the metal of electrification.

- India’s demand trajectory signals:
▪️ Structural demand expansion
▪️ Tight primary supply
▪️ Rising importance of recycling

This creates a multi-year opportunity across:
▪️ Copper recyclers
▪️ Copper product manufacturers
▪️ Electrical & transmission ecosystem

India’s electrification cycle is turning copper from industrial metal → strategic infrastructure metal.

No Buy/Sell recommendation
Source : MOFSL
#StocksInFocus #StocksToWatch

[The Superior Man @superior_hombre]

6 Screenshots that billionaires don't want you to see.

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[ViralClips @Clipstobeviral]

Psychology of people who don't post their photos on social media

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[Wealth @thecapitalistt0]

EBITDA explained like you're a kid:

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[Vatsala Singh @_vatsalasingh]

ये 3 गाने सुन लो दिमाग हमेशा शांत रहेगा...