AVS (@avs_IND) header
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digital nomad

New Delhi, India
Joined January 2016
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USD rally has a hidden AI bet in it, alongside rising UST yields. Foreign investors have poured into US assets & sharply cut hedging If the AI trade breaks, that flow could reverse fast & unhedged exposure would amplify the dollar selling
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Fed holding rates was the right call, inflation that remains is not rate sensitive! $FFR
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AVS retweeted
Does anybody in this party have an IQ higher than 10🤔
#WATCH | Delhi: On PM Modi's tweet, Congress leader Supriya Shrinate says, "There are two points. PM Modi has acknowledged that elections conducted via ballot are credible, while there is public skepticism regarding EVMs. As the Prime Minister, it is your responsibility to address and resolve this skepticism and conduct elections using ballots. Second, why did the BJP lose in Varanasi? If a Lok Sabha election were to be held using ballots, you could end up losing Varanasi entirely... By acknowledging that ballots are more credible, Prime Minister Modi is effectively admitting that there is an issue with EVMs... Explain how you lost Varanasi when ballots were used..."
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What do you see?
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കേരളത്തിൽ അടുത്തകാലത്തായി ക്രിസ്ത്യാനികൾക്കിടയിൽ കാണപ്പെടുന്ന മുസ്ലീം വിരുദ്ധ മനോഭാവം മതപരമോ രാഷ്ട്രീയമോ അല്ല. മറിച്ച് തങ്ങളുടെ സാമ്പത്തിക ആധിപത്യം കൈവിട്ടുപോകുന്നത് കണ്ടുനിൽക്കുന്ന ഒരു സമൂഹത്തിന്റെ ആശങ്കയാണത്!
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ധാർമിക വിജയം ഇവിടെ രാഹുലിന് കൊടുക്കണം! 😩
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Lakhs of influencers, editors, designers & small sellers in India earn a living today because of cheap, high-speed internet. That revolution started with @reliancejio Crores of indirect jobs, built on data everyone can afford! Thank you Jio... 🙏🇮🇳 #JioPlatforms
Speech by Shri Anant Ambani, Director, Jio Platforms, at the listing ceremony of JPL IPO
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Jio Platforms lists at 1358 (+21% vs IPO 1119) + RIL 1202 (+0.5%) Each RIL share holds ~0.46 Jio share = 619 at full value So the market values all of RIL ex-Jio (Retail, O2C, O&G, New Energy) at just ~583/share => 7.9L cr 🙄 #JioPlatforms #RIL
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There is 0 logic to create differential tax regime for NRIs in equities too (we alrdy have for bank depo). Taxes shd be uniform for all - if there are anomalies for offshore, then all offshore investors. NRI Indian-ism is ltd to Modi rallies and diwali parties, not investments..
Forgot the most important we have encountered. Most fund investors come via private banks. These banks invest in funds for their clients via omnibus account( means funds don't know details of the investors behind the account except that there is comfort that money coming via banking channel is kosher and necessary AML checks etc have been done by the banķs) So who is supposed to check who is a foreigner and who is an NRI and if he is a foreigner does he have OCI card or not. Banks check citizenship details when opening account but they don't ask these foreigners whether they are OCIs also. How to do this compliance- no one knows and therefore private banks don't even register funds unless large capacity is available due to very large institutional foreign money in the fund already which allows capacity for NRIs/OCIs.
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ഹമ്മേ….! 🤡
Replying to @PanickarS
Dude, I stand by what I said. When this issue came up two weeks ago, KPCC didn’t mention any names. Now, in its statement responding to the legal notice, I see that my name has been mentioned. It has always been a team effort, never the work of one individual. That collective effort is what has helped make @INCKerala the No. 1 political handle in India when it comes to content. You’re free to rejoice and hurl abuses, but I’m proud of the contribution I’ve made to the handle and the party over the years, helping bring it to the level it is today.
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Agniveer bad becoz it reduces marriage mkt value of recruits. Capital stuff....
The Indian Army gave Modi govt a severe-dressing down!! 🔥 The "Agniveer Recruitments" weakened the Indian Army to such an extent we can't even imagine. > No one is ready to marry his daughter to Agniveers because of the elimination of pension scheme and short service span. > The Indian govt is compromising India's security. > Well trained Agniveers are being released when they are fully prepared to defend India. > And the most significant concern is that, currently almost all of India's neighboring countries are hostile towards it. Yet we are being forced to discharge well-trained Agniveer soldiers who are highly skilled in combat operations within regions like Kashmir and the North East's valley areas. Then how are we to deal with these hostile nations?
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ഇനിയും വെട്ടും, അത്ര തന്നെ 😂
കർണാടകയിൽ ഒരു കോടി ആളുകളുടെ വോട്ട് അവകാശം SIR പ്രകാരം വെട്ടി കളഞ്ഞു എന്ന്!!! അടിപൊളി
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There are two Fed debates playing out right now: One over where to set rates, and another over how much officials should say about how they see the future. Kevin Warsh has made a point of saying less. His Fed colleagues haven't. They're speaking at least as much as they were a year ago. Where things have landed “is probably the worst of all possible outcomes,” says one former Fed economist. “Nobody can force him to talk for the committee. And frankly, he can’t force other committee members to shut up." wsj.com/economy/central-bank…
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Fuel prices in South Asia, in INR (Oct 26’)
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😇
Rajdeep Sardesai introduced Sanju Verma as BJP National Spokesperson and Shama Mohammad as Congress Spokesperson. Shama immediately jumped in, insisting she's a National Spokesperson too and questioning why Rajdeep didn't mention it. 😂 Things quickly spiralled into a brutal on air showdown, with Shama and Rajdeep going straight for each other. 🔥🍿
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The Fed is expected to hold rates steady Wednesday, but it is a closer call on the data than the market-implied probabilities suggest. The case for hiking: 1) The hot September CPI and PPI underscore a second straight lost year for getting inflation down 2) With a Dec hike widely expected, hawks will argue that there's less to gain from waiting six weeks given the cost of falling further behind 3) Hawks will also argue that policy isn't restrictive and needs to be The case for holding: 1) If officials still think this is a 2-3 hike recalibration, spacing out remaining moves costs little. "Being six weeks late is a manageable risk," says Rob Kaplan 2) Back-to-back moves could signal a faster cycle than officials intend 3) After several officials signaled no rush, and Warsh’s silence let odds of a hold build, a surprise hike days before the midterms would be a jolt. The Fed has raised rates right before elections, but not as a surprise wsj.com/economy/central-bank…
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Brazil Buy + SIP $EWZ
Brazil $EWZ 🤓 Buy + SIP 🍻
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Arrant nonsense👇. India's "toughest" decades are behind us. 1980s was the toughest, by a long mile. If we are not able to max potential now (hi chance we will fall short, though even that will be substantial), the can's entirely on us. India's "RW" is uniquely stupid...
$10 Trillion GDP threshold. Nuclear triad. Hypersonic strike. 🇮🇳🚀📈 The window to stall India’s rise narrows to this decade, and our adversaries know it. ⚔️ Why the next 10 years are our toughest strategic test since 1937–47. Prof. Hindol Sengupta elaborates in this sharp piece: • The Threshold: As India approaches a $10T economy ($5,000–$6,000 per capita) with independent space warfare and hypersonic deterrence, it crosses into irreversible near-peer competition with China and the US. Stalling this momentum is the primary external objective of this decade. • The 5 Converging Pressures: 1. China: Weaponising rare earths and critical minerals to throttle domestic electronics and green manufacturing. 2. Pakistan: Operating as a forward platform underwritten by Chinese military technology. 3. The West: Unpredictable transactionalism: tariff threats, visa limits, and lectures instead of true strategic parity. 4. The Tech Race: Restricting semiconductor equipment, AI compute, and quantum tech. A customer of foreign platforms cannot claim strategic autonomy. 5. Internal Fault Lines: Delimitation friction, regional divides, and weaponised narratives targeting domestic cohesion • The 1937–47 Lesson: Decisive historical battles were rarely fought on external borders alone. Adversaries exploited internal fault lines to weaken the state from within. Survival is not victory. The task is to emerge united, indigenised, and sovereign. • The 3 Strategic Imperatives: A. State Capacity: Legal and administrative systems executing at the speed of modern capital. B. Non-Negotiable Indigenisation: Securing critical mineral supply chains, semiconductors, and precision defence hardware. C. Fierce Social Cohesion: Defending internal harmony as resolutely as territorial borders A nation that imports its critical technologies cannot sustain sovereign autonomy. The next decade determines whether India secures its seat, and how fast, at the global high table. By @HindolSengupta @DrSJaishankar @rajnathsingh CC: @PMOIndia #Geopolitics #MakeInIndia #StrategicAutonomy #NationalSecurity #IndiaRising
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Brazil $EWZ 🤓 Buy + SIP 🍻
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Peak! 👀
AI capex is running ahead of monetisation To justify capex, AI revenue must scale from ~$150-200bn today to $1tn+ a year within a few years The gap is increasingly being bridged with debt rather than FCF, shifting the risk from equity sentiment to credit fundamentals
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