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SandeepParekh
SandeepParekh
While it doesn’t all have to happen tomorrow at budget, I think India has a narrow window of a few months to liberalise dramatically. While we will do relatively well
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Thread - the multi-decadal growth path of India after yesterday’s budget. Yes, I am over-optimistic. Just like every entrepreneur is an over-optimist (imagine Musk being sceptical about the future of
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Disagree.https://twitter.com/sushantsareen/status/1356176935043309570 The key beneficiary of reforms is the middle class. Let us start with the 300 million people who emerged out of absolute poverty in India in the past 15
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I think we have taken every single cliche about hedge funds and applied it to the current saga. Only problem, the facts don’t fit the narrative. At all. a) Short
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Good politics is the art of getting re-elected after reforms (apologies to a former US president). Really, there is no comparison between politics and any other vocation. Politics is not
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Free gyaan to law students on my timeline. Pl take it seriously - most lawyers will tell you the exact opposite. So take a call. Most lawyers, specially when they
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Letter from the stock markets to the sceptics: "I may be high, but I'm not crazy." Caution, this thread may not age well, but I didn't really write it :).
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The case this week is from India and is interestingly connected in more ways than one to the one we discussed last week from the US. It's the bank nationalisation
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Thread on today's SEBI Board meeting annoucements 1/n With highly volatile markets - SEBI is trying to make issue of capital in these troubled times easier. The most important issue
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