Mayank Mehraa, CFA, MBA, FRM
@CravingAlphaQuant-Centric Investment Advisor | Simplifying Alpha with Diversified, Low-Beta Strategies. DM for insights on India’s Golden Decade & Contra Investing
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They think if it worked with capital gains, it might work with GST :p
Possibility of Higher GST rate? Reposting this economic principle once again Laffer Curve - Increase in Tax Rate doesn't always mean increase in Revenue for the Govt After a point, people seek ways of moving out of the tax net by (not consuming or buying via illegal means)
Yes! I backed you on this with a view of long IT and short Banks : p
I think most such guys are perpetually on cash :D
Investors sitting on cash, i have one question: There are perhaps 2000 companies that trade on the Indian market and that you don't already own. U can't find even one that is worthy of investment-not one. That is amazing level of top down bearishness to have any money invested…
Are there any MFDs that are getting their clients into AIFs please DM #mutualfund
#AdaniGreen investors celebrating today's 18% rise only to realize they are still down 20% for this month
-Canada: Hindu Sabha suspended Pujari Rajinder Prasad from the organization for saying, 'Batenge to katenge. -Bangladesh : ISKCON #Bangladesh disowned Chinmoy Krishna Das for opposing attack on Hindus Our community is the worst when it comes to taking stand for our own people.
We should see the FII selling ease now, hopefully because not only has our PE reduced theirs has also come up quite significantly
100% agreed ! Income tax barely effects the rich, most burdened by it is the salaried class It's the normal distribution curve, the rich don't care the poor don't care -- biggest hit is the middle tier of people
As one accumulates wealth, their earnings typically shift radically from income to securities and assets. Said differently, they rely less on income and more on equity appreciation. As such, if the wealthy wanted to benefit themselves the most in tax policy, they would…
It is disgraceful to see how a democratic nation is disintegrating to become theocratic and autocratic. It is the responsibility of every citizen to understand the value of having an open democracy. Persecution on the basis of religion or weakness of demographics is not the way…
Update : Reports indicate that Chinmay Prabhu has been taken to the DB office in Minto Road Dhaka. @DrSJaishankar and @ihcdhaka must pressurise the interim Government to immediately #FreeChinmoyKrishnaDas Prabhu and apologise unconditionally to the Hindus. @TulsiGabbard…
Totally agreed. This has been my point with many PMS schemes in India that have a median market cap of 10k Crore and benchmark with Nifty
If you invest in large caps in a small cap fund or in small caps in a large cap fund or in US stocks in an India fund or in Indian stocks in a US fund or in BPCL in a tech fund ( as one fund did in 2000) and u outperform because of that- it is not alpha, you are just using the…
If you like me have a habit of diving into rabbit holes- this #AI website is mind blowing Explorer.globe.engineer
Lol, the recent Haryana and #MaharashtraElection2024 are making one thing clear the opposition’s bid to unite against the Hindu Cause is failing so hard it’s almost laughable Don’t think the BJP had this momentum anytime after 2014 - wow
Gautam Adani is an Indian magnate. He’s built ports, roads — everything. One of the most prominent men in India. Now comes the Democrat DOJ. Indicting an Indian doing business in India. For some ostensible violation of US law! Why? Adani is perceived as center right. And…
This is not about Adani. This is about sending a message to Indian conglomerates and India not to get too big for their shoes by a vindictive and frustrated Biden administration.
I finally know why @StarHealthIns stock price has been in the drain Having a truly frustrating experience with their cashless mediclaim, almost like prisoners to the hospital
And that’s the day our markets decided to bounce up 2% 🤣🤣🤣
If I had over 50k followers, I'd be so famous rn ! Damn
This is fun, when I started talking about a correction every Fintwit was talking about another 1000 point up move before a correction. Around how the FED's rate cut would storm the markets high Now that I'm talking about a reversal in the current bear phase, all the #Fintwits…
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Green Portfolio Pvt. Ltd.
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