Happy Independence Day 🇮🇳

This is what you can see from window. Bandra Worli sea link gone. Heavy rain in Mumbai. Step out only if essential.

Diversification is the key but within limit. We recommend up to 15% in Gold and silver as a part of asset allocation. When one particular asset class moves up tendency to increase allocations

While the US justifies imposing an additional 25% tariff on India, as it imports crude oil and defence from Russia, US imports from Russia increased by 33% in the first six months of 2025. Isse kehte hai doglapan.

An interesting statistic, since 2019, Retail investors have pumped in more money compared to FIIs. FPIs have pumped in Rs 2.50 lac crore, while retail investors have pumped in Rs 4.40 lac crore, and DIIs have pumped in a whopping Rs 15.15 lac crore.

Trump’s repeated references to India, contrasted with India’s measured silence, indicate that the United States under his leadership appears more eager to pursue trade engagement with India than India is to reciprocate.

Is US market headed for big corrections? Look at price to sales, or 1 yr forward P/E, or even the US share in the MSCI world market cap. They are all at a historic high. With huge uncertainty about the impact of tariffs on US consumption, the US is heading for a big correction.

Ad that captures mood of India

Q2 earnings are expected to remain under pressure, driven by 3 key factors: deferred purchases due to GST transition, tariff-related issues & heavy rainfall disrupting economic activities. Outlook for H2 appears constructive, as reforms, policy support, & normalization of demand.

You have sharp memory. Three years back that is 2022 Nasdaq was down by 33%

It was a pleasure meeting Om Birla Ji yesterday at Tirupati airport. Though our interaction was brief, it was truly memorable. Struck by his humility and greatly appreciate the way he ensures smooth functioning of the LS by taking all members across parties into confidence.

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I love South Indian thalis—the variety is just amazing! But if I had to pick, Gujarati or Rajasthani thali is always my first choice. What about you, which thali’s your favourite?

A company with a market cap of ₹10,000 crore is hitting the upper circuit daily, yet it has only 116 shareholders. Promoter holding is below 2%, sales for June 2025 are zero, and the salary bill for FY2025 is just ₹10 lakh. Such cases highlight how rampant price manipulation is

Happy Dussehra! May the bull always have the upper hand over the bear. And true to my Gujarati roots, I couldn’t resist sharing a plate of jalebi and Papdi!

May the festival of lights brighten your life with joy, prosperity, and endless happiness. As diyas glow and fireworks light up the sky, may your heart be filled with warmth, love, and success. Shubh Deepavali 🪔🌟

As we welcome the new Samvat, may it bring new dreams, renewed hopes, and abundant blessings in every step of life.

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Well played, Team India! Our women’s cricket team has shown the world what champions are made of.

If India purchases Russian oil, it faces additional tariffs — yet when Hungary does the same, there’s no objection from the US. The inconsistencies in global standards are hard to ignore.