@CzarVT
Account based inSouth Asia
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#SherMarket Trader since '99 No DMs please.. Tweets are like a personal journal not advice or recommendations.. Only on X | JSK.
Xanadu
Joined March 2013
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Indian govt has a disturbing habit:
Force it first. Research, test & fix later.
Demonetisation, GST, Farm Laws, Agnipath, E20 ethanol, Aadhaar, FAME-II, CAS....
Different sectors, same approach.. announce, impose at scale, let the public/businesses absorb the disruption, then start fixing the problems.
No serious pilot. Inadequate transition. Little tolerance for professional/stakeholder feedback.
Businesses get ruined. People lose money. Cars suffer. Systems fail. Jobs get disrupted.
& when it goes wrong?
The government moves on. The public pays.
It’s not “reform” if citizens are forced to become the beta testers.
My way or the highway.
hummari kon sunta hai.. 😭 sirf ginne chunne kuch X ke dost.:)
Why are FIIs sitting out a supposed bright spot like India? $40 billion out in 2 years !
We discuss on the Editor’s Playbook👇
As opposed to general talk that India is anti-AI, I present a list of stocks which continue to run up exactly on that theme.. Gains have been staggering here.
#Nifty #BankNifty #Trading @ShereenBhan @nimeshscnbc
youtube.com/watch?v=V1dpKlN9…
fm RE to zombie cos to every consumable, world was not supposed to be open for cheap credit & thus now no one can even afford basics..common man thinks low rates they can buy home for themselves but on those same lower rates investors buy 10 properties thus making it unaffordable
some more on that for people who will think kya bakk rahaa hai.. 😭
nitter.cf/CzarVT/status/12419306…
you still think its #coronavirus which is making mkts fall?
If so why did stks mkts show a fall was coming since last quarter of 2019? why crude broke down despite Iran issues with USA..Why $/INR broke dow showing much higher targets?
it takes time for big money to short & cover
eventually the ideal world always comes through.. everything that is to happen will happen (good or bad) just some soon, some take time
#US10y broke out, tested.. now moving.. till 4.5% holds on weekly possibility of 9% remain open in medium term..
IMO lower rates were not the norm & should not be, only leads to speculation & then to inflation.. US/Japan/ china crashed rates & others had to follow..
People keep saying India’s 2003/08 growth was simply because global growth was strong.
Yes, but India also caught a wave: IT, BPO and global outsourcing.
Look at today. The US, a mature ~2% growth economy, has a 5.1% Q3 GDPNow estimate..
1/2
🪔 🔸 VT 🔸 🪔 retweeted
A bad growth no. / bad law & bad taxes (bad 4 public)… all are conveniently lined up in 1st year post elections.. logically public will move on eventually.. many will suffer but who listens.. especially when mkts both stock & Real est are in boom mode since last couple of years this govt cant let go a chance to milk it.. rarely has this govt bent to public will how much ever the common man suffers..
the most obvious strategy of this govt has been, whatever the problem just dont speak about it.. let the news cycles pass..
Since months this Fii short candy giving bulls hope.. Fii have kept hanging sword on Govt.. Only Govt can make them cover.. 🙊
