1️⃣ India stood out as one of the positive performers in Jun'26, delivering +1% MoM alongside Japan, Taiwan, the UK & China. 📈
However, Indonesia (-8%), MSCI EM (-2%), the US (-1%), Brazil (-1%) ended lower
2️⃣ Corporate profit/GDP for Nifty-500 hit a record 5.2%. Notably, for the listed India Inc., the ratio stood at 5.7%, at an 18-year high.
3️⃣ Nifty-50 trades below historical valuation averages (18.8x forward P/E vs 21x LPA), suggesting reasonable valuations post recent underperformance vs EM.
Source @MotilalOswalLtd
What is investment?
@usainbolt won 8 gold medals in 3 Olympics, and he only ran for less than 115 seconds on the track. That is economy of effort.
But for those 2 minutes, he trained for 20 years. That is investment.
Think, plan and do for long term.
Leonardo da Vinci’s self-supporting bridge, designed between 1485 and 1487, is a structural masterpiece that requires no nails, ropes, or glue. It relies entirely on friction, gravity, and geometry to maintain its integrity.
Nvidia CEO: Greatness does not come out of intelligence, it comes from character.
Character is not formed out of smart people: it is formed out of people who have suffered.
A lie can travel halfway around the world while the truth is still putting on its shoes
A lived reality everyday in India especially in High profile cases
You are not your job.
You are not your parents.
You are not your credit score.
You are not your school diploma.
You are not the clothes you wear.
You are not the size of your network.
You are not your house or neighborhood.
You are the sum of your words, choices and actions.
On Nov 19, I'm hosting a free 90-min masterclass to show you the "Anti-BS" framework for building AI systems you can actually trust.
You don't need more hype. You need a system.
Register for the free masterclass → https://t.co/CRngRP2lAB
Leave everything else, just understand one key demand of Sonam Wangchuk.
He is asking for the implementation of the “6th Schedule” in Ladakh.
What does it mean?
If GoI wants to build a road on the LOC, they’ll first have to seek permission from the local council.
And if the council denies, even the Army won’t be able to build it.
Remember, the Leh–Ladakh route is directly connected to China.
Now think, if the Army can’t build roads and can’t reach the border smoothly, who will benefit the most?
Not to forget, the population of Hindus in Leh-Laddakh is less than 9%.