Joined June 2009
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- Followers 33
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12 Photos and videos
May 9
Good luck to these investors who are flocking abroad.
Meanwhile, Indian SMID stocks rallied 15-20% in a month a week since the bottom of March end. Let alone stocks, some of my S&Mcap MFs are returning between 15-22% YTDFY27 against 12-15% p.a. expected return from E-class.
From Bloomberg
A growing number of Indian investors are moving money abroad, seeking diversification after a stretch of weaker relative returns and sustained foreign outflows from local equities that have driven the rupee to record lows
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Apr 13
It’s truly a satta bazaar similar to post market close deals over cuppa between BSE and my first work place at Rajabahadur mansion. Diff scale however and level of hustlers Tea would cost a few million greenbacks.
Apr 13
Hallelujah, just before the market opens in New York.
Perfect. Some might even say beautiful:
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Ravi Shenoy retweeted
Apr 1
Here comes the winner of the official statements of the Kitkat heist
Colgate!
Btw, @Colgate is among the brands that boycotted posting and advertising on X
Elon Musk, X sued them
But last week, the Court dismissed X's lawsuit alleging that brands illegally boycotted the platform
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Apr 1
Not sure why we cannot have this all over India, especially at Municipal corporations that have 1000s of crores in deposits with banks and budgets in 10s of 1000s of crores.
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Mar 30
Did she get it out of the new Dan Brown book "Secret of Secrets" where CIA is the main villain and owns a lot of tech startups?
Mar 30
🚨🇺🇸HOLY SMOKES: AOC on the House floor today:
“Companies like Palantir are mining the data and privacy of the American people — keeping track of everything they say and do — and sending it to a militarized government.”
Palantir was founded with CIA seed funding.
It now holds contracts with ICE, the Pentagon, the NSA, and dozens of federal agencies.
Its software is used to track immigrants, analyze social media, predict crime, and identify targets.
The same government that:
— Deployed ICE to airports
— Threatened Americans with consequences for their speech
— Used Signal to auto-delete official records
— Is reading Tucker Carlson’s texts
— Sealed the Epstein files
— Hid wounded soldiers from their families
Has a private company tracking everything you say and do.
And sending it to them.
8 million Americans marched yesterday.
Palantir knows who was there.
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Mar 30
Probably the first time post Covid that a March rally in mid and small cap has been missing. Makes sense since any up moves would only attract heavy selling from panicked investors.
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Mar 23
Hopefully they do not extend this to passengers as well!!!
Mar 21
NO FITNESS = NO FLYING, NO PAY !
Air India rolls out a strict cabin crew fitness policy effective from May 1, linking BMI compliance to flying eligibility, non-compliance could result in loss of pay
BMI of 18–24.9 is the desired range; underweight crew can fly only if they clear medical and functional assessments
Crew with BMI of 30 will fall under obese category and will be immediately derostered and placed on loss of pay until they meet norms
Failure to clear assessments in under/overweight categories can also lead to derostering and loss of pay
@CNBCTV18Live @CNBCTV18News #IranWar
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Mar 23
The pen is mightier than the sword. Not sure how airport security will react to this weapon of mass destruction (wt loss for lakhs of obese).
Also, what happens to new year wt loss resolutions??
Will this become a new anniversary/bday/baby shower gift?
Mar 21
A blockbuster drug goes mass!
With prices dropping and generics entering, semaglutide could reshape India’s healthcare market👇
#Semaglutide #Ozempic
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Mar 13
Some off the cuff calc on petrol/diesel prices (Delhi):
At $100 vs $65 crude
petrol needs to be at 125-130₹
diesel needs to be ₹113-118
considering 22₹ and 18₹ fixed central duties
for OMCs to break-even/keep making today's absolute margins on retail sales.
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Mar 13
Under-recovery sharing with ONGC and OIL can reduce the under-recoveries as well but this has been discontinued a year or 2 back, vs fixed formulae for under-recovery sharing based on crude price earlier.
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Ravi Shenoy retweeted
Jan 29
India has almost 800 districts but just 9 districts in 3 states account for over 35% of all exports in India.
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Jan 5
Bajaj fin AUM growth of ₹23600cr should be a net number (net of repayments). Would be wrong to say that 1.39cr loans of average ~₹17000 per loan. But the small loan size does give an idea about the riskiness or lesser risk in the biz, whichever way one wants to see it.
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Jan 5
Bajaj Housing Finance: Company reported Q3 gross disbursements up 31.5% YoY at Rs 16,535 crore.
The Kiddo seems to be doing far better than the parent co!!! As Hsg loan repayment are LT, it would mean that almost 2/3rd of AUM growth for Bajaj Fin is from the HFC.
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Ravi Shenoy retweeted
YES BANK: DEPOSITS STOOD AT ₹292,484 CRORE, UP 5.5% YOY BUT DOWN 1.3% QOQ. CASA DEPOSITS ROSE 8.5% YOY TO ₹99,443 CRORE, MAINTAINING A CASA RATIO OF 34.0% (INCLUDING CDS)
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Jan 5
17 din me deka loh warnah Netflix subscription lena padega!!! Tx @NetflixIndia Can certainly wait for 3 weeks to watch a block buster. Will not be a welcome move for @_PVRCinemas and peers.
🚨 Netflix intends to keep films in theatres for just 17 days after acquiring Warner Bros.
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Jan 5
Smaller banks continue to steal the show in lending, hopefully not with higher defaults in the future. Some states would be key to default behaviour and elections in these states would be a time to worry.
AU SMALL FINANCE BANK: BANK'S GROSS LOAN PORTFOLIO (INCLUDING SECURITISED/ASSIGNED) REACHED ₹1,29,900 CRORE, REFLECTING 19.3% YOY AND 5.7% QOQ INCREASES
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Jan 5
Nice set of biz numbers from HDFC Bank for 3Q, still not double digits though!! Hope to see net margins expand due to operational efficiencies.
A good performance from HDFCB and RIL are key to top indices' uptick as well as returns for L, L&M and Flexicap MF investors.
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Ravi Shenoy retweeted
25 Dec 2025
Among listed Indian companies today:
44 companies generate PAT above ₹9,000 crore (~USD 1 bn) annually.
72 companies generate PAT above ₹4,500 crore (~USD 500 mn) annually.
249 companies generate PAT above ₹900 crore (~USD 100 mn) annually.
967 companies generate PAT above ₹90 crore (~USD 10 mn) annually.
For an economy of India’s scale, ambition, and demographic dividend, these numbers highlight a clear gap.
We need many more large, scalable, profit-generating enterprises—across manufacturing, technology, services, and deep innovation—to truly power India’s next phase of growth.
India doesn’t just need startups.
India needs sustained growth engines.
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Ravi Shenoy retweeted
24 Dec 2025
Maintenance Bills: The Builder may upgrade you from a Maruti Swift to a Mercedes - in Redevelopment.
But remember - the cost of running a Mercedes is very different from a Swift. Keep than in mind when undertaking and approving your redevelopment plan.
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Ravi Shenoy retweeted
25 Dec 2025
Housing sales in India’s top 9 cities fell to 98,019 units in Q4 2025, registering a 16% YoY decline...
#RealEstate #Housingsales Data source: Propequity
24 Dec 2025
Mumbai real estate: Affordability improved as the EMI-to-income ratio fell below 50% for the first time 👇
#RealEstate #Mumbai
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