Collected Notes 08Jun2026
This is a running collection of news items, articles, images, ideas, observations, statistics, predictions, and other things I found interesting during 2026. Entries are brief and primarily intended as a personal reference archive.
Newest entries will be at the top.
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12Jul2026 Lived reality of not only Bombay, but entire India >
Poor aesthetic sense?
Johnny Miller Unequal Scenes > a slice of Bombay >
India is a kaleidoscope of contrasts >
12Feb2018 Tweet A slice of Bombay captured by Sarika Gangwal >
Bombay's quintessential everyday scene of dense urban living >
26Oct2018 Tweet Marvelous slice of Bombay! 👍
In Bombay, the rich and the poor live cheek by jowl!
Bombay's quintessential everyday scene of dense urban living >
07Jul2026 On 06Jul2026 Cuba suffered a nationwide power blackout as its national power grid collapsed, leaving nearly 10 million people in total darkness -- for 2 years, Cuba suffers from energy crisis and frequent blackouts -- Cuba has Soviet-era power infra, tight US sanctions / fuel blockades, no oil from Venezuela and Mexico, severe financial crisis, not much renewabl energy are main cause for frequent blackouts in Cuba
Power blackout / power outage /
20Jun2025 Tweet thread - power blackout in Spain / Portugal - power outage in Czech Republic
21Sep2023 Tweet thread Toyota's statement welcoming UK PM Rishi Sunak's decision to push back a ban on selling new petrol and diesel cars from 2030 to 2035 may be positive for Maruti Suzuki India stock price.
13Jun2026 Tweet Heavy colour & graphics in annual reports often serve as "impression management". They distract readers from weak financial results. - annual reports visual clutter -
01Nov2025 Tweet thread Visual clutter of annual reports, investor presentations and others by Indian listed companies
A sample of such PPT with lack of focus. And professionalism expected of India Inc... > Hindustan Uniliver Ltd PPT
Key financial and operational insights, if any, buried beneath decorative clutter. Excessive design, limited data and insights from HUL >
07May2026 Tweet thread India FDI flows > FDI outflows >
Indian firms commit USD 20.5 billion investment in US; Pharma dominates with USD 19.1 billion
India's MAGA?
Sun Pharma to buy Oragnon
Aurobindo pharma
Biocon
Zydus Lifesciences
Cipla
Dr Reddy's
India Pharma sector
05Jul2026 India is fun > Meme >
Qn in a film: "Don't they take bribes in other countries?"
Kamal Haasan's legendary reply:
"In other countries, they demand money to break the rules.
"In India, they demand money to do the job they're already paid for."
05Jul2026 Tweet A semiconductor chip's value chain mental model >
Designers and foundries capture most of the value in a chip, leaving very little on the table for OSAT.
04Jul2026 As per EIA, energy basket of the US as of 2025 is:
EIA article dt 30Jun2026
37% petroleum
36% natural gas
9% coal
9% renewables
9% nuclear
Fossil fuels share (oil + gas + coal) is 82%.
Natural gas is about to overtake oil.
07Mar2025 Tweet thread (updated 04Jul2026) , now Standard Engineering Technology Ltd or SETL (formerly, Standard Glass Lining Technology) is foraying into unrelated business (diworsification?) of AI data centres with the proposed acquisition of Scale Energy Pvt Ltd (Jun2026 event).
As per its annual report of 2024-25, virtually 100% of its revenue comes from glass-lined reactors, receivers and storage tanks (pharma sector).
03Jul2026 Polymarket San Francisco reportedly issued more new dog licenses than birth certificates in 2025 - fertility rates falling - new social trends
07Jun2026 Tweet Twitter / X search function isn't working. Facing this problem since yesterday. Don't know why.
06Jun2026 Tweet thread In India, real GDP is estimated first; and nominal GDP is then derived by inflating, by a factor, these volume estimates using appropriate price indices.
Why then is the factor called GDP Deflator in actual practice, instead of GDP Inflator, which is more intuitive? 😃
03Jul2026 Global bond yields are generally down compared to two months ago, as US Iran war settlement is done (though clashes continue intermittently)
Tweet 28Apr2026 global bond yields / 10 year government bond yields
Tweet 28Mar2026 high inflationary expectations / global bond yields
Latest bond yields as per Trading Economics >
02Jul2026 Visa launches passkey authentication for card payments, replacing OTPs in India
02Jul2026 Visa Says Payment Authentication Must Move Beyond OTPs Amid AI Boom
FIDO standards
AI security concerns
Visa Payment Passkey or VPP
India digital payments / India digital economy
14Jan2025 Tweet thread @Yubico - MFA - 2FA - "Your Ubiquitous Key"
Yubico is the creator of YubiKey - cyber security - cyber hacking -
01Aug2024 Tweet thread RBI draft framework for alternative authentication mechanisms for digital payments - SMS-based OTPs are not secure - MFA - 2FA - multi factor authentication- two factor authentication - Yubico - YubiKey -
02Jul2026 BRSR SEBI rules regarding applicability of BRSR (Business Responsibility and Sustainability Report), which is included in annual reports, for listed companies in India as of Jul2026:
Under Regulation 3(2)(a) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, every recognised stock exchange must prepare, at the end of each calendar year (31 December), a list of entities that have listed specified securities.
The entities are ranked based on their average market capitalisation during the period from 1 July to 31 December of that calendar year.
Context
This methodology was introduced to replace the earlier system of calculating market cap based on a single day's closing value. Using a six-month average reduces the impact of short-term market volatility and provides a more stable basis for determining regulatory obligations.
Under these SEBI rules, the top 1,000 listed entities by market capitalisation are required to include a Business Responsibility and Sustainability Report (BRSR) in their annual report.
The BRSR requires companies to disclose information on their environmental, social, and governance (ESG) performance, covering areas such as:
> Environmental impact (energy, emissions, water, waste)
> Social factors (employees, health and safety, diversity, community initiatives)
> Governance (ethics, compliance, board oversight, stakeholder engagement)
Rule of Continuity (Regulation 3(2A))
Once a market-cap-based corporate governance or disclosure requirement becomes applicable to a listed entity, it continues to apply even if the company's market cap later falls below the relevant threshold. Compliance continues until the cessation conditions are met.
Three-Year Cessation Rule (Regulation 3(2B))
A company can stop complying with market-cap-linked provisions only if it remains outside the applicable ranking threshold for three consecutive years. The compliance requirements cease at the end of the financial year following the third consecutive annual ranking. For entities with a January–December financial year, the provisions cease three months after the third consecutive 31 December ranking.
Continuity During Ranking Changes (Regulation 3(2)(c))
A listed entity must continue complying with the provisions applicable under the previous year's ranking until the revised rankings take effect. Compliance cannot be discontinued based on an anticipated change in ranking.
Provisions Triggered by Market Capitalization Rankings
Market cap rankings determine the applicability of several corporate governance and disclosure requirements. Higher-ranked entities (such as the top 100, 250, or 500) are subject to stricter governance obligations, including requirements relating to AGMs, Risk Management Committees, and board composition.
01Jul2026 World's top 10 stocks - Companies Market Cap
01Jul2026 CoinMarketCap Crypto market cap as of 01Jul2026 is USD 2.03 trillion and Bitcoin is USD 58,065 with a mcap of USD 1.16 trillion
01Jul2026 RBI Policy rates RBI current rates: Policy rates / Reserve rates / exchange rates / lending - deposit rates: rbi.org.in/Home.aspx/GetK - RBI Get Key words - repo rate - reverse repo - CRR - SLR - base rate - MCLR - call rates
01Jul2026 Value Research / Market Indices / BSE Indices > screenshots as at end-30Jun2026 >
01Jul2026
30Jun2026 The US 10 year - 2 year Treasury yield spread is positive 29 basis point (4.45%-4.16%)
Tweet thread 21Mar2026 (long thread from 19Jan2024) Bear flattening yield curve in the US > The 10-year Treasury vs 2-year Treasury yield spread is just 48 basis points (4.39%-3.91%) -- the spread narrowed sharply from 74 bp as on 09Feb2026.
30Jun2026 Business Line front page
India US trade deal - India is reluctant to sign now
Former Chief Election Commissioner (CEC) Rajiv Kumar has been appointed Part-Time Chairman (Independent Director) of HDFC Bank
Delhi's EV Policy 2.0: Sops, zero registration fee & road tax: Delhi EV Policy 2.0 worries ICE vehicle makers
28Nov2012 Bill Ackman video - "If you're so smart, why aren't you rich?" - full transcript - business masterclass - stock investing - Everything you Need to Know about Finance and Investing in Less Than an Hour -
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30Jun2026 Apple accuses CCI of 'copy pasting' rivals' claims in antitrust probe
not a surprise, coming from a low-IQ Govt of India entities
Competition Commission of India, India's anti trust body
Apple Inc's conduct of the apps platform of its iOS operating system
Copy pasting or copying is India's hallmark
29Jun2026 Warren Buffett 1999 Lecture: How To Stay Out Of Debt And Live A Meaningful Life - video - full transcript - Buffett speech - human capital - individual as a stock -
29Jun2026 India Code - definition of "turnover" of a company in India as per Section 2(91) of The Companies Act, 2013 >
"turnover means gross amount of revenue recognised in the profit and loss account from the sale, supply or distribution of goods or on account of services rendered, or both, by a company during a financial year"
The standard phrase "contribution of exports as a percentage of total turnover of the entity" is used in BRSR or Business Responsibility and Sustainability Report of listed companies' annual reports.
screenshot of the above >
17Apr2026 coal is king in India - thermal power
installed capacity vs actual power generation / consumption
solar capacity / RE share is only 6%
29Jun2026 According to the DRHP of Jio Platforms Ltd, the 'Jio' trademark is owned by Reliance Industries Ltd, the promoter of Jio Platforms Ltd - Jio Platforms uses the Jio trademark and logo under license from RIL - IPR or intellectual property
26Aug2025 Tweet EV, BEV, HEV and PHEV > hybrids and plug-in hybrids > Electric vehicle types >
29Ju2026 according to media reports, the share of CNG cars (CNG means CNG + petrol duel fuel cars) grew from 6% in 2016-17 to 22% of all cars sold in 2025-26 in India. Market share of others in 25-26 is: petrol 47.5%, diesel 18.1%, and hybrid 8.2% and EVs combined 4.3%. Total car sales in 25-26 in India is 47.1 lakh units.
29Jun2026 India car powertrains - Govt of India is unnecessarily forcing Indians to adopt ethanol blending (one can understand 10% ethanol blending for trail and error, but why force 100% ethanol or E85 or E20 on unsuspecting Indians?) without doing any scientific studies on the impact of ethanol blending on fuel efficiency and the health of engines
In India, CNG + Petrol (duel fuel) cars have gained traction and so are "strong hybrid" cars in recent years.
CNG + petrol (duel fuel cars)
mild hybrid cars
strong hybrid (HEV)
plug in hybrid (PHEV)
battery electric vehicle (BEV)
flex fuel cars (ethanol blending like E20 or E85)
28Jun2026India’s ethanol strategy: Automakers treading cautiously, consumers remain unconvinced and experts are war
In India, EVs are powered by coal
comparison table for types of cars in India >
29Jun2026 The trillion-dollar borrowing binge lifting the stock market to risky heights
Margin debt in the US, or what investors borrow from their brokerages to buy securities, rose 54% to a record $1.4 trillion in May from a year earlier, according to Finra data.
Leveraged ETFs could be a double-edged sword
In South Korea, investors seem to be gambling on Samsung and SK Hynix
28Jun2026: Modified Navigation for opening multiple websites with clicking 'home' button on Firefox browser:
First, open all the web sites you want to open together in separate tabs.
Once they are all loaded, from the Firefox menu bar >
click hamburger icon on the top side of firefox browser >
click on 'Settings' >
go to 'Home and startup' tab on the left vertical side >
look for 'Homepage' > new windows > Custom URLs >
and click on "Use Current Pages" button.
This will add all the currently open tabs in the list of home pages.
10Jun2019 Tweet - Skipser - How to Open Multiple Web Sites At Once--in A Single Tab--With A Single Click in Your Choice Browser
26Jun2026 FT video - The AI factory: the rewiring of India's tech industry
Textile factory workers wear cameras to train robots (workers in TN are paid Rs 10,000 per month for wearing them)
The role of data annotation in building AI models
Homemaker wears camera to train robots
India AI adoption
Screenshot showing textile workers wearing body cameras >
14Jun2026 Livemint No insurance claim for E20 fuel damage in older, non-compatible cars? ICICI Lombard says it can be treated as negligence - ethanol blending issues -
24Mar2024 Tweet Excel tip - how to delete blank rows in excel
26Jun2026 TechCrunch Amazon Inc ups India bet with fresh USD 13 billion AI infrastructure investment
Amazon Inc's total investment commitment in India now is USD 48 billion
25Dec2025 Tweet thread - NYT: Data Center Surge Reaches India as American Tec Giants Invest Billions
Amazon Inc to invest USD 35 billion in India
Microsoft to invest USD 17.5 bn
Google / Alphabet to invest USD 15 bn
India generates nearly 20% of global data but holds only 3% of storage capacity
23May2026 Tweet India data centres - environmental concerns - water and energy-use concerns
10Oct2025 Tweet thread - Google (Alphabet Inc) announced its first Artificial Intelligence (AI) Hub in India, to be located in Visakhapatnam (Vizag), Andhra Pradesh
USD 15 billion investment over five years (2026-2030)
Will host India’s first gigawatt-scale data center in Visakhapatnam
Google partners arAdaniConneX (Adani group) and Airtel (Bharti Enterprises group)
Vizan on global AI infra
water stress
25Jun2026 CNBC One of India’s largest gold exporters paid its managing director just USD 180 (or Rs 17,000) a month, investigators say in accounting probe - corporate governance concerns -
25Jun2026 Livemint India’s ‘insurgent’ brands swell but struggle to scale past R 250 crore revenue
18Mar2025 Tweet thread - Field of Dreams - "If you build, I'll come!" - I don't need to build from scratch; I’ll buy out the innovators, using my financial heft to lead the market. 😃
The natural law of markets >
Insurgent brands
L’Oreal acquirs Innovist
Marico Ltd acquires snacking brand 4700BC
Emami Ltd acquires IncNut Digital and Axiom Ayurveda
Dabur acquires minority stake in RAS Beauty
ITC Ltd acquires 44% stake in Ample Foods Pvt Ltd
ITC Ltd acquires Prasuma and Meatigo
ITC Ltd to acquire '24 Mantra Organic' (Sresta Natural Bioproducts Pvt Ltd)
Marico buys plant protein maker Cosmix
HUL buys Minimalist for Rs 3,000 crore
Reliance Industries' buys majority stake in Natureedge Beverages
Companies that bought stakes earlier:
Marico in True Elements
Emami in Trunativ
ITC in Yoga Bar
Zydus Wellness in RiteBite
RIL in Urban Ladder
25Jun2026 BL RBI finalises Rs 1 lakh crore and above as asset size criteria for classifying a NBFC in Upper Layer (NBFC UL) - Tata Sons' standalone asset size of about Rs 1.75 lakh crore.
25Jun2026 BL No Respite for Tata Sons as RBI tightens NBFC-UL norms, listing pressure mounts
24Jun2026 RBI circular on NBFC scale based regulations
17Jan2025 Tweet thread NBFC scale based regulation (SBR) (base, middle, upper and top layer) RBI releases list of NBFCs in the Upper Layer (NBFC-UL) - RBI circulars
25Jun2026 Vedanta Ltd forays into real estate with new subsidiary Vedanta Property Platforms Ltd
It is reported in media recently that Mukesh Ambani group, Adani group and JSW group too have entered Bombay realty sector
India real estate sector
24Jun2026 According to Reuters: Canada's Fairfax buys nearly USD 1 billion of Indian bonds in rare move, sources say -- as per rumours, this money will be used to buy stake in IDBI Bank
18Sep2013 Beating the Market Has Become Nearly Impossible by Julie Segal - Is Alpha Dead?
Charles Ellis
David Swensen
Andrew Lo
Clifford Asness
Peter Lynch
Michael Mauboussin
André Perold
Michael Novogratz
15Mar2014 Tweet Bank of England (BoE) article on "Loans create Deposits" - BoE 2014 article on "Money Creation in the Modern Economy" - Tweet 18Sep2019 on the same topic - another tweet -
24Jun2026 Bajaj Auto Ltd disclosed that it was hit by a ransomware attack that affected the systems of the company and its wholly owned subsidiary, Bajaj Auto Technology Ltd (BATL) - cybersecurity threat -
22Jun2026 Tata Electronics said on Monday it had detected a recent "cybersecurity incident", after researchers said World Leaks posted purported component design and specification papers of Apple and Tesla, both customers of the Indian group - ransomware - cybersecurity - Tata Electronics currently accounts for roughly a third of Apple's iPhone production in India, with Foxconn making up the rest.
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23Jun2026 video CNBC TV18 - Tech Oligarchy in Silicon Valley, the US?
Vishal Sikka:
"Out of 8 billion people in the world, only 2 millon people could build an AI application. That's it.
Out of this 2 million, the ones who could operate a machine learning model, an AI model is about 250,000.
The number of people who can build a frontier model is nearly 5,000.
This is an unbelievably asymmetry situation."
19Jun2026 video NDTV Profit - Prashant Jain of 3P Investment Managers - Excellent points
India is services-led economy (nearly 65% contribution to GDP)
Services sector is less capital intensive
So, private capex is not required much
15 or 20 years ago, we had shortages in steel, power, telecom and refining
(these manufacturing sectors are very capital intensive)
But today, we don't have any such shortages; so there's no capex need to catch up
we've adequate capacity in several such capital intensive sectors
But with govt giving thrust to manufacturing now, private capex may rise in future
Such ecosystem for manufacturing will take 5 to 10 years to show any results
23Jun2026 Peach harvest in California - peach fruit -
In peaches, caliber bands are fixed size ranges (by diameter) used to sort fruit into uniform groups
Each peach is automatically graded so only similar-sized fruits go into the same tray or box
This ensures consistent appearance, pricing and ripening during transport and retail display
23Jun2026 Tweet thread - Tata Steel Ltd annual report - "Contribution of exports" as a %age of total revenue within in India is different from 'revenue from outside India' for a listed company India > check the screenshot as per Business Responsibility & Sustainability Report (BRSR), which is part of annual report >
23Jun2026 Tweet Tata Consumer Products Ltd (TCPL) annual report - "Contribution of exports" as a %age of total revenue within in India is different from 'revenue from outside India' for a listed company India > check the screenshot >
TCPL failed to mention the "Contribution of exports" as a %age of total revenue within in India (whereas Tata Steel annual report gives both the figures -- see above screenshot) -- the same group entities but different reporting methods, why?
23Jun2026 Livemint From village adulteration to organized food crime: The evolution of India’s fake milk industry
long read
food safety
food adulteration
milk adulteration
FSSAI not effective
industrialization of food fraud in India
even ministers in Lutyens' Delhi get fresh milk from cattle farms directly
synthetic milk (detergent, urea, caustic soda, whey, refined palm, soybean oil and skimmed milk powder)
01Feb2026 Tweet food safety - JCB / Poclain usage
15May2024 Tweet thread
food safety - junk food - health label - food poision
India has been a spice exporter for centuries.
India is a global spice powerhouse.
Cadbury Bournvita
Haldiram
My past horrible experience with "Freshly" Frozen Pineapple from @IDFreshFood
slow poison
verest fish masala / sambhar masala and MDH masala
Getting rich and staying rich are different >
04Jul2026 Harsh Goenka tweet > Punjab guy >
23Jun2026 Livemint - Young Punjab kids ‘rich for four years after selling their farmlands… then broke,' says World Bank's president Ajay Banga on urban agriculture economy
- India social trends
- lack of financial knowledge -
They are rich for 4 years and buy an SUV, smoke and drink a lot. Soon they are broke and end up trying to find gig jobs
if they had a chance for productivity; you need cooperatives, you need technology that gives farmers access to better seeds, better fertilisers
Getting rich and staying rich are different >
23Jun2026 Vedanta Oil & Gas Ltd (through Cairn India) contributes nearly 25% of India's crude oil output
23Jun2026 Hindustan Zinc Ltd has 74% of India's zinc market (the firm has silver and lead also)
23Jun2026 Kunal Shah to head WhatsApp India; Meta to pump USD 900 million to CRED (Meta will have 20% in CRED, officially known as Dreamplug Technologies Pvt Ltd) - India FDI flows - FDI inflows to India -
20Jun2026 Tweet - SpaceX suppliers from India - Sandhar Technologies, Bharat Forge and Sona BLW Precision (Comstar) -- the list contains several other global companies too
18Jun2026 The Economist - Tata group's big bets are yet to pay off
Delay in Tata Sons' public listing
Tata Sons upper layer NBFC
capital allocation poor?
Tata Trusts, a charity powerhouse
Noel Tata
N Chandrasekaran
leadership dispute
Boardroom fracas
Tata group ROCE stabke, but may decline in future due to issues at TCS
Shapoorji Pallonji Group exit problems
unlisted new businesses are a drag
unlisted entities’ combined ROCE is -5.5%
Tata Digital super app a drag
Air India a grindstone around their necks
Tata Electronics modestly profitable
Tatas are building a semiconductor factory in Dholera (with ASML)
21Jun2026 Tweet How to take global exposure without buying international mutual funds - global funds -
Blog "Hedge Your Wealth: Protecting Your Portfolio Against Rupee Depreciation: 20Dec2025 (global investing)
Tweet 25May2026 Indians using Paasa or Interactive Brokers (IBKR) account for global investing
Tweet 14May2026 Mutual Funds Overseas Investment limit > Same USD 7 billion MF industry limit since 2008 (in 2008, it was raised USD 5 bn to USD 7bn)
Tweet thread 08Feb2026 Equity funds that invest in foreign stocks
PPFAS To Enable Easy Access To US Stocks Via Two New GIFT City Funds - international funds - foreign funds
GIFT City hotpotch
Tweet thread 22Jun2025 - international funds in India (equity funds in India) that invest in foreign stocks - Value Research compare funds - international funds - foreign funds - overseas funds
Tweet thread 14Sep2025 - international funds - foreign funds - overseas funds
international diversification
foreign funds
overseas investments
international funds
global investing
LRS
Tweet thread 27Jan2026 (thread from 2023 to Jan2026)- 21Jun2026 Govt of India bans 16 fixed-dose combination medicines (FDCs) - FDC Drugs ban >
21Jun2026 PhonePe wallet inactivity fee explained: UPI payments and bank accounts unaffected
FinTech demerits
The inactivity fee applies only to the PhonePe Wallet, which is a prepaid payment instrument (PPI), not to bank accounts or UPI transactions.
The fee does not affect UPI payments, which run through Unified Payments Interface and debit money directly from a user’s bank account.
Users often confuse PhonePe Wallet, PhonePe app usage, and UPI as the same system, but they are actually separate products with different rules.
Wallet balances will not go negative—if there is insufficient balance, the fee simply cannot be recovered.
20Jun2026 Tweet SEBI circular 19Jun2026 reintroducing "open market" share buybacks in India.
The "open market" via stock exchanges route will be effective from 01Aug2026.
Tweet 24Mar2026 PM Modi loyalist Mr Mohandas Pai tweets: :Indian stock market is in a crisis due to heavy FPI selling. SEBI should allow listed firms to do share buybacks via open market route again." - corporate lobbying - crony capitalism -
This isn't about whether reintroduction of "open market" share buyback route is beneficial for the markets or minority shareholders.
This exposes the capriciousness of GOI / SEBI regulatory actions and how corporate lobbying and crony capitalism work. 👎
16Jun2026 Telcos reject call for cheaper, standalone voice & SMS plans -
India telecom sector - crony capitalism - telecom duopoly in India - cross subsidy - voice-only prepaid mobile subscribers have been subsidising data-heavy users (the poor are getting shortchanged, in favour of the rich) - plunder by Indian telcos -
18Jun2026 Tweet Value Research Section 54F (renumbered as Section 86 under the Income Tax Act, 2025) says: put your full sale proceeds into a home / house and your tax bill goes to Rs 0 - save tax on equity long term capital gains (LTCG) - but you have to invest full sale proceeds for full tax benefit -
VR article dated 15Jun2026
Act Fibernet complaints / poor service / broadband
19Jun2026 Dubai-based Emirates NBD Bank PJSC completes acquisition of majority stake in India's RBL Bank. It now owns 60% equity stake in the latter.
In Apr2026, Japan's MUFG Bank completed purchase of 20% equity stake in Shriram Finance - Tweet thread
Blog on "RBI’s New Comfort with Foreign Capital Spurs FDI Turnaround in India’s Financial Sector" 17Jan2026 -- Tweet thread 27Oct2025
FDI flows to India
FDI inflows
foreign ownership of banks in India - Tweet thread 20Oct2025
foreign ownership of NBFCs in India
19Jun2026 Prediction market traders speculate Anthropic will restore access quickly to AI model after Trump admin directed it to limit reach - Polymarket
19Jun2026 IGV vs SOXX - Google Finance comparison weblink
Tweet thread 30May2026 IGV vs SOXX -
Software vs hardware sector rotation in the US Software vs hardware sector rotation in the US -
iShares Expanded Tech Software Sector ETF (IGV) is often compared with iShares Semiconductor ETF (SOXX) -
Software / SaaS sector in the US -
Software and Saas are used interchangeably -
Agent TAM - AI disruption
18Jun2026 Cofounders of Cursor (Anysphere Inc), Michael Truell, 25, Aman Sanger, 25, Sualeh Asif, 25 and Arvid Lunnemark, 26 have become billionaires and they will be worth $2.7 billion each as per Forbes estimates -- after Cursor was bought by SpaceX for USD 60 billion.
Young billionaires
18Jun2026 India AI Voice
Top conersational voice AI platforms in funding >
Sarvam AI, India
AISpeech, China
Cartesia, USA
Rasa, USA
Hume, USA
18Jun2026 Tweet Share Buybacks thread (share repurchases)
17Jun2026 Central banks look to increase gold reserves in coming year: WGC survey - gold outlook
16Jun2026 US emergency crude oil stockpile tumbles to lowest since the Reagan administration (1983) - US SPR or strategic petroleum reserves -
Iran deal and lowest SPR since 1983 - The SPR stood at 340 million barrels as of 12Jun2026, the lowest level since the summer of 1983
Tweet thread 27Jun2025 US SPR is half full now > SPR Drawdown was high not only during Biden admin but also in Trump admin
Tweet thread 09Mar2026 - G7, in coordination with IEA, to discuss joint release of emergency oil reserves
30Jun2026 St Louis Fed - USD JPY Japanese Yen exchange rate versus US dollar - JPY as of 30Jun2026 reaches 40-year low versus the USD
It's worth noting JPY is at 40-year low even as BoJ raised interest rates to 31-year high in 3rd week of Jun2026; meanwhile Nikkei 225 index is close to its all time high (ATH) of 70,000+
USD JPY History:
Tweet thread 29Apr2024 - The almighty US dollar lost 53% of its value against the Japanese Yen in the past 42 years, from 340 in Aug1971 (when Nixon ended $35 gold peg) to 160 now - Bank of Japan (BoJ) raises policy rates
15Aug1971 US presidnet Nixon Ends Convertibility of U.S. Dollars to Gold and Announces Wage/Price Controls
In Nov1974, one US dollar used to fetch 300 Japanse Yen (USD JPY at 300).
By Sep2011, the JPY strengthened to 77 (USD JPY at 77).
As of 30Jun2026, the JPY weakened to 162.3 (USD JPY at 162.3), which is a 40-year low for JPY.
Fred chart / St Louis Fed chart >
16Jun2026 Bank of Japan (BoJ) raises rates to 31-year high, flags more to come
As of 16Jun2026, Nikkei 225 touched its all time high (ATH) of 69,400.
It's remarkable Nikkei 225 rose by 110% from 33,000 level in Jun2023 to 69,400 on 16Jun2026. What is more remarkable is this unprecented rise of 110% in three years happened when Bamk of Japan's policy rate has been increased gradually from minus 0.1% in Jun2023 to 1% in Jun2026. The USD-JPY exchange rate moved form 140 in Jun2023 to 160 in Jun2026, meaning Japanese Yen has weakened against the
What are the top 5 reasons (plain text) for Nikkei 225's strong performance even as BoJ raised interest rates in the past three years?
> > The global AI and semiconductor boom has driven massive foreign investment into Japan’s chip supply chain giants like Tokyo Electron.
> Simultaneously, a prolonged weak yen boosted profits for major exporters like Toyota by making Japanese goods cheaper abroad.
> Even as the Bank of Japan raised interest rates, borrowing remained cheap, signaling a healthy transition out of a two-decade deflationary era into steady growth.
> Corporate governance reforms, increased dividends and backing from high-profile investors like Warren Buffett further amplified global market confidence.
> However, with the Nikkei 225 now trading above its long-run average, the rally faces risks if AI spending slows or the yen strengthens rapidly.
BOJ raises policy rate to 1% from 0.75% in widely expected move
Charts showing BoJ rate hikes since minus 0.1% in Jun2023 to 1.0% in Jun2026 >
16Jun2026 US Supreme Court rejects TCS Ltd appeal in the USD 168 million trade secret case
The case in question was a trade-secret lawsuit TCS and US-based Computer Sciences Corporation (CSC), now part of DXC Technology. In 2024, DXC accused TCS of misappropriating its trade secrets to win a $2.6 billion contract with Transamerica and develop its own software platform BaNCS.
16Jun2026 Mac shortcut for Safari browser >
New window: Cmd + N
New private window: Shift + Cmd + N
16Jun2026 Vedanta Ltd demerger - Post-demerger, most of market value (55%+) has been accrued to Vedanta Aluminium Metal Ltd post-demerger of Vedanta Ltd.
The demerged company, Vedanta Ltd, carries one-third of the total market cap of all five listed firms.
BALCO clarification
The big deal for shareholders is: has Vedanta Ltd demerger created value for shareholders?
Short answer: Resounding yes.😀
13Jun2026 Corporate demerger thread 🧵> (with image containing recently demerger schemes or schemes of arrangement) > Vedanta Ltd, Maharashtra Seamless and others
17Jul2026 Tweet: Digit brand / trademark are owned by Go Digit Solutions Pvt Ltd, an entity owned by promoter Kamesh Goyal) and not by listed company, Go Digit General Insurance Ltd
30Jun2026 Tweet thread - Raymond brand is owned by Raymond Lifestyle Ltd - trademark or IPR or intellectual property right - Tweet thread 28Nov2023 Raymond group demerger - ET 02Dec2019
15Jun2026 HCL Tech is investing USD 150 million or Rs 1,400 crore for a 10.5% stake, in Sarvam AI (Axonwise Pvt Ltd), as the lead strategic investor
Sarvam AI is an LLM startup based out of Bangalore. With this investment round, Sarvam AI is valued at USD 1.5 billion. It's India's first unicorn in AI space.
This is the kind of OPTIONALITY, fundametally strong companies like HCL Tech possess. Most investors ignore this optionality at their own cost.
This investment positions HCL Tech as a frontrunner in cutting-edge fields like "Agentic AI."
Sarvam AI is India's full-stack sovereign AI company.
Sovereign AI is just AI built and controlled within a country's own borders. The core technology is the same.
The difference is about ownership, control and location.
Though Sarvam AI is mostly private-funded, Govt of India is providing some kind of support to it.
Sarvam AI was co-founded in Aug2023 by Dr Vivek Raghavan and Dr Pratyush Kumar.
(Good to know Chandra R Srikanth and Tushar Goenka of Moneycontrol.com got the story right; they reported on 14May2026, HCL Tech was likely to invest USD 150 million in Sarvam AI.)
15Jun2026 Nifty Indices and NSE India launch 11 new sectoral indices > and they are >
Nifty Power - 21 stocks
Nifty Capital Goods - 50 stocks
Nifty Telecommunications - 13 stocks
Nifty Construction - 23 stocks
Nifty Consumer Services - 46 stocks
Nifty Commercial & Transport Services - 26 stocks
Nifty Retail - 26 stocks
Nifty Hospitals - 13 stocks
Nifty NBFC - 19 stocks
Nifty Housing Finance - 10 stocks
Nifty Insurance - 12 stocks
NSE Indices methodology document for equity indices Jun2026
15Jun2026 Tweet How exciting is this! Now, foreigners like, Elon Musk and Richard Branson can now open trading accounts in India and start buying Indian stocks directly.
15Jun2026 Tweet CEA Dr V Anant Nageswaran is parroting what economist Dr Ajay Shah has been advocating for long for allowing rupee as a shock absorber for Indian economy during hard times
30Jun2026 Checks and balances in the US > US Supreme Court rules (5-4 ruling) Trump cannot fire US Fed Governor Lisa Cook for now - federal reserve - US president doesn't have the authority to remove a Fed governor
15Jun2026 Tweet Checks and balances in the US > Trump tariff refunds > Wheels turn for over USD 10-billion US tariff repatriation to India
08Jun2026 A US Federal Judge blocks Trump’s USD 100,000 H-1B visa fee - checks and balances in the US
Checks and balances in the US - Tweet thread 08May2026: Some decisions of Trump administration reversed by courts in the US and the Congress:
US federal judge blocks Trump's USD 100,000 H-1B visa fee
US Supreme Court reverses Trump's universal reciprocal tariffs
Trump's executive ban on new offshore wind power projects struck down by a federal court
Trump admin's restrictions on tax credits to clean energy projects vacated by a federal judge
The US Senate bipartisan passage of a War Powers Resolution to halt unauthorized military hostilities in Venezuela
A sweeping hold on immigration applications from dozens of nations struck down by a federal judge
The addition of a citizenship question to the 2020 census blocked by the Supreme Court
The executive-backed push to completely "repeal and replace" Obamacare defeated by the US Senate
14Jun2026 Business Line - High concentration risk of global stock indices, like, Taiwan, the Netherlands, Denmark and South Korea; and more diversified markets, like, China, India, the USA and South Korea.
Problem with single-stock countries, like, Taiwan, Netherlands and Denmark -- they may do well in the short to medium term; but in the long term, can they depend alone on a single stock?
14Jun2026 Condensed PDF of Adam Smith's "The Wealth of Nations" -- the condensed version was written by Eamonn Butler
26Jun2026 CNN White House / Trump Administration asks OpenAI (ChatGPT kind of models) to limit its next model release - OpenAI confirmed this limited preview of its GPT 5.6 series, like, Sol, Terra and Luna - the same bogey of national security concerns
22Jun2026 Tweet by Ajay Shah and Sidharth Raman - An Indian Strategy for AI
India needs to focus more on developing human capital in the race for AI adoption rather than on developing "sovereign AI"
Ajay Shah and Siddharth Raman debunk the theory of India focusing on Sovereign AI >
Anecdotes - anecdote -
Most great milestones of knowledge -- the transistor, the Internet or Unix -- were not invented here
The Indian Tejas uses an American jet engine
Indian firms are world-beaters in IT services. But blaming Indian IT services for not investing in LLMs is like chastising IndiGo for not manufacturing jet engines.
In 1999, the US placed commercial communication satellites under tighter export controls, treating them under military (munitions) export regulations.
The US blocked the sale of a Cray supercomputer for weather forecasting in the late 1980s.
Indian firms will not be harmed by not having access to frontier models.
The defence argument favouring `sovereign AI' is weak. We buy most of our defence equipment.
It makes more sense to collaborate with our allies -- Europe, Japan, South Korea, Taiwan -- who have the exact same objective (military drones that are fully safe from Chinese backdoors or supply chain vulnerability).
The word `sovereign AI' is only used by people who don't do AI innovation.
The greatness of the US is that Anthropic, Google and OpenAI are just private companies, who innovated on their own steam, backed by the world's greatest financial system. These three firms emerged as winners out of a race where 1000 firms tried to compete, and 997 of them failed.
01Jul2026 US removes curbs on Anthropic's latest Fable 5 and Mythos 5 AI models
27Jun2026 Trump administration rolls back part of Anthropic model ban
13Jun2026 Under orders from Trump administration (export control order based on national security bogey), Anthropic suspended access to its Fable 5 and Mythos 5 AI models - so, foreign countries will not be able to access them -
earlier Tweet thread 09May2025 - AI diffusion rules - trade protectionism - Sovereign cloud - Digital sovereignty > tech sovereignty - sovereign AI - AI sovereignty-
Tweet thread 28Jul2025 Microsoft suspends services to Rosneft-Backed India Refiner Nayara Energy - weaponisation of digital services? - EU sanctions
13Jun2026 Tweet - Elon Musk is both a builder and seller. Other comparisons include Apple, Microsoft and Google >
10Jul2026 India crude basket USD / barrel) is 76.7 as on 08Jul2026. Monthly average prices > PPAC data
Monthly average prices >
83.2 Jun2026
106.2 May2026
114.5 Apr2026
113.5 Mar2026 (up 64% mom)
69.0 Feb2026
63.1 Jan2026
62.2 Dec2025
13Jun2026 India crude basket (USD / barrel) is 93.2 as on 11Jun2026.Monthly average prices > PPAC data
13Jun2026 Tweet Crude oil prices USD / barrel > Prices (Brent, WTI and Murban) are down sharply in anticipation of US Iran war settlement
13Jun2026 On its IPO debut (public listing) on Nasdaq on 12Jun2026, SpaceX has become world's seventh largest listed company by market cap, ahead of Broadcom, Saudi Aramco, Tesla, Meta and Samsung. SpaceX stock is part of Nasdaq Composite index, but it is not yet a part of Dow Jones Industrial Average (DJIA) and S&P 500.
World's top 10 companies by market cap as of 12Jun2026 (as per companiesmarketcap.com, the world's total stock market cap for 10,632 listed companies tracked by companiesmarketcap.com is USD 150 trillion as of 12Ju2026) >
13Jun2026 On its historic debut on the Nasdaq on Friday, 12Jun2026 (under the ticker symbol SPCX), SpaceX’s stock performance registered the following key figures (at the IPO price of USD 135 a share, SpaceX's market cap was USD 1.77 trillion; but at the close price of USD 160.95, its market cap is USD 2.1 trillion:
IPO Price: USD 135.00 (The fixed price set the night before trading)
Open Price: USD 150.00
High Price: USD 176.52
Low Price: USD 149.34
Close Price: USD 160.95 (nearly 19% gain from its initial IPO price)
13Jun2026 According to Forbes, Elon Musk, CEO of Tesla, became world's first trillionaire with a net worth of USD 1.1 trillion on 12Jun2026, when SpaceX (Space Exploration Technologies Corp) went public (IPO listing on Nasdaq)
12Jun2026 CFA Institute Research Foundation:
Jun2026: A Comprehensive Guide to ETFs (2nd edition) Module 2: Evaluating ETFs
Three-leg approach for evaluating ETFs:
1) Efficiency -- expense ratios, tracking difference (it differs from tracking error), tax consequences, transparency (disclosures)
Efficiency metrics:
AUM
expense ratio
median tracking difference
portfolio disclosure, monthly or daily
2) Tradability - order types, volumes, spreads, premium and discounts (difference between NAV and ETF market price)
In case of volumes, median volumes can be tracked.
3) Fit - whether ETF's investment strategy aligns with investors' objectives; in some cases, the return difference between the best and worst ETF can be quite large
ETF count (number of ETFs)
Concentration (Herfindahl Ratio)
Six prototype investor personas (like mid career retirement savers, Next Gen retail investors, foundations, family offices, etc.)
Apr2025: A COMPREHENSIVE GUIDE TO ETFs (2ND EDITION) MODULE 1: ETF FEATURES AND EVOLVING LANDSCAPE
23Jun2026: Some notes (private notes) are in Nifty Midcap 150 notebook page of Screener.in (after login), some are in Nifty 50 as well
12Jun2026 ETV video SP Balasubrahmanyam Emotional Speech About Director Bharathiraja In Swarabhishekam programme on 26Jan2014 - ETV - Ramoji Rao
11Jun2026 Bharathiraja's film, Mudhal Mariyathai (Telugu version ఆత్మ బంధువు, 1986) is based on the love story of Russian writer Fyodor Dostoevsky and Anna Snitkina, who was 25 years younger to him.
11Jun2026 Tweet CMS Info Systems buyback proceeds credited today. entitlement vs acceptance
In one individual ("small shareholder") case, the company accepted 9.5 times the original entitlement!
This high acceptance ratio happened because many eligible investors either skipped it or simply forgot to participate.
11Jun2026 MSCI EM Index 31May2026 - for the first time in 26 years, no Indian stock is in top 10 of the index - Taiwan, South Korea, China, India and Brazil are top five countries in the index, with China and India dropping their top ranks. TSMC weight at 14.5% is much higher than that of entire India weight of 10.9%.
EMs have, both in 2025 and 2026 (so far), outpeformed the World index.
11Jun2026 Javier Blas - The drop in nitrogen fertilirer (urea) prices has now extended into Asia. India has received offers for its latest urea tender at an average price of USD 530 per tonne, down ~44% from $947 per tonne in April. (The massive drop in Asian urea prices is primarily driven by China. After implementing stringent export bans on urea in March to protect its domestic supply, Beijing recently decided to open up its export quotas again.)
11Jun2026 Ten Reasons Oil Is Still Below USD 100 a Barrel - by Javier Blas - weblink for free read
After more than 100 days of Iran war, crude oil prices are still below USD 100
Before the war, an average of 20 million barrels a day of crude and refined products transited the Strait of Hormuz — about a fifth of global demand
1 China has reduced its imports (they imported much more oil in 2025)
China may have tapped its SPR
China essentially bailed out the global economy
2 demand destruction
China oved to EVs, may have further reduced oil demand
India consumption of LPG and natural gas has come down after Iran war
Asia switched to coal and firewood
3 Crude oil is still leaving Strait of Hormuz
Saudi Arabia and UAE are using oil pipelines
Some tankers too are moving out of SoH
4 there was oversupply of oil at the start of war (around 27-28Feb2026)
5 The US and other IEA members released their SPR
6 Refineries are now more flexible in terms of what they produce--diesel, petrol, jet fuel, fuel oil, petrochemicals
7 the art of jawboning the oil market
8 oil price insurance (call options) is more available
9 satellite tracking of oil tankers has improved allowing trades to take a better view
10 higher prices, higher production (the US, Canada, Brazil, China and Guyana are producing more)
But the future is uncertain
30Jun2026 India market cap - BSE market cap
As at the end of 30Jun2026, the market cap of all BSE companies is Rs 474 lakh crore (USD 5.01 trillion).
20Jun2026 Tweet thread - India market cap - BSE market cap
As of 19Jun2026, the market cap of all BSE companies is Rs 478 lakh crore (USD 5.05 trillion).
Stocks traded on BSE 4,400+
Value of promoter pledged shares Rs 63,200 crore
11Jun2026 Tweet thread - India market cap >
India market cap to GDP ratio based on nominal GDP (new series with base year 2022-23) >
BSE market cap of all listed companies is Rs 461.60 lakh crore (or USD 4.84 trillion), as of 07Jun2026.
India nominal GDP Rs 346.36 lakh crore (or USD 3.64 trillion) for FY 2025-26 (New Series), so market cap to GDP ratio is 133 per cent.
11Jun2026 KKR bullish on India’s long-term investment prospects - higher-quality services - India growth story -
11Jun2026 India has potential for over 102 GW of floating solar capacity: Govt of India - reservoirs - water bodies - Omkareshwar Floating Solar Park, Madhya Pradesh - solar power - renewable energy
11Jun2026 Tweet thread Evidence-based investing requires us to test market narratives against actual data.
One narrative making the rounds today is that a weakening rupee is driving foreign investors (FPIs) out of Indian equities.
But does the evidence support that claim?
14May2026 Tweet Industry veteran Harsh Goenka's take on weak private capex in India >
capricious policies and tax laws
fear of long govt arm
entrepreneurs prefer asset light businesses
weak demand in some sectors
Rule of Law issues
21Jun2026 MIT courses OpenCourseWare - open learning - Python course
10Jun2026 Vivek Mashrani - Claude AI tips - Claude tips for investing prompts -
20May2026 X Article by Shruti Codes - how to use Claude - Claude tips to unlock its full potential
10Jun2026 Tweet thread gold and silver prices - world prices - India gold / silver prices
09Jun2026 Ground report from Akash Prakash - huge AI capex - zero interest about India
09Jun2026 (via msn / Bloomberg) Pentagon accuses Alibaba, Baidu of aiding China’s military
09Jun2026 (via msn / Bloomberg) China's pharma compnay, WuXi AppTec Co, is named by Pentagon to have links with the Chinese military - Biosecure Act - India CDMO sector
FPI flows
07Jul2026 Tweet thread - Markets deserve context, not just catchy headlines - premature exhilaration - premature celebration
22Jun2026 Tweet thread - Pyrotechnics on point 🎆… but FPIs still aren’t coming back!
10Jun2026 Tweet thread - One narrative making the rounds today is that a weakening rupee is driving foreign investors (FPIs) out of Indian equities.
But does the evidence support that claim? The data, however, do not support the claim that rupee depreciation is a standalone driver of FPI outflows.
09Jun2026 Tweet thread FCNR (B) and NRI deposits create a FUTURE LIABILITY for India -
FPI flows - FDI flows - FPIs and foreign promoters repatriate funds only after having brought in significant capital in the first place.
02Jun2026 Tweet Charlie Munger often said: "Invert. Always."
I've one doubt:
If SIPs were to stop suddenly or suffer negative flows, will FPIs make a roaring comeback?
30May2026 Tweet Good piece in BL - Meet the FPIs leading the sell-off - FPI category wise data
09Jun2026 China’s exports surged 19.4% year-on-year to a record high of USD 376.78 billion in May2026
08Jun2026 Tweet thread Installed solar capacity (the actual utilisation is less than 13%, nobody tells you this 🤣)
Why India is not able to fully use the solar power it generates
India renewable energy sector
lack of transmission capacity
gaps in transmission infra
India energy transition
Curtailment
lack of BESS
04Jun2026 Aswath Damodaran SpaceX valuation is USD 97.83 per share - his video
20May2026 Tweet thread - resource nationalism -Resource sovereignty - Indonesia - inward looking world - deglobalisation? - weaponising global trade - supply chain security - Strategic resource stockpiling - Resource weaponisation - resource rich countries - resource poor countries - China curbs
16Jun2026 Tweet Rant against Screener.in for not allowing companies to add to a watchlist
16Jun2026 Tweet Rant against NSE India for providing incorrect market cap for Vedanta Power
09Jun2026 Tweet Rant against Business Line for conflating FDI with current account of a country - media mistakes -
03Jun2026 Tweet Rant against RBI for data discrepancy in CIC or currency in circulation data - divergence between annual report and RBI bulletin
25Apr2026 Tweet Rant against NSE India: wrong data by NSE India in Market Pulse (later corrected by them) - NSE mistakes -
02Jun2026 Tweet list of Unlisted companies in India that should go for public listing / IPO - Tata Sons, Amul India, NSE India, Parle, Zerodha, Coca-Cola, Kunal Shah's CRED, NPCIL, NPCI, etc.
26Jun2026: You need tonnes of money. 😀
IPO pipeline from India, in addition to Jio Platforms Ltd, NSE India Ltd, InCred Holdings, Razopay and Wakefit Innovations:
PhonePe Ltd
Manipal Payment and Identity Solutions
Hero Fincorp
Prestige Hospitality Ventures
Kent RO Systems
Shankesh Jewellers
Deepa Jewellers
Arjun Jewellers
Gaja Alternative Asset Management
Oswal Cables
Hero Motors
Asset Reconstruction Company (ARCIL)
Curefoods India
Milky Mist Dairy Food
Pride Hotels
Shareholder Quota:
EAAA Alternatives (for Edelweiss Financial Services shareholders)
Hero Fincorp (for Hero MotoCorp shareholders)
Greaves Electric Mobility (for Greaves Cotton shareholders)
09Jul2026 South Africa's Sanlam group raises stake in Shriram Life Insurance to drive growth - India FDI flows > FDI outflows >
07May2026 Tweet India FDI flows > FDI outflows >
Indian firms commit USD 20.5 billion investment in US; Pharma dominates with USD 19.1 billion https://thehindubusinessline.com/companies/indi
an-firms-commit-205-billion-investment-in-us-pharma-dominates-with-191-billion/article70946479.ece
India's MAGA?
Sun Pharma to buy Oragnon
Aurobindo pharma
Biocon
Zydus Lifesciences
Cipla
Dr Reddy's
03May2026 Tweet The two minute stuff > 2-minute noodles, two minute brushing, two minute pitch, etc.
12Apr2026 Tweet - Sovereign cloud - Digital sovereignty > EU tech sovereignty - data security concerns
16Mar2026 Tweet - Iran war risk - gas shortage --> fertiliser shortage --> food shortage
27Dec2025 Tweet NI Act Telangana bank holidays - web archive
14Oct2025 Tweet Most Investments are Actually Bad. Here’s Why. By Lyn Alden.
Leverage
Moats (network effects, brands, patents, intangible assets, economies of scale and others)
ssss
06Feb2026 Tweet thread - premature exhilaration > premature celebration - India US trade deal being finalised -
03Sep2025 Tweet thread - premature exhilaration > premature celebration - current account surplus in the Jan–Mar 2025 quarter - analysis of 100 quarters of data on India CAD - current account deficit -
15May2026 Tweet Orange varieties / variety of oranges >
Citrus family:
navel
valencia
mandarin
tangerine
Nagpur Santra (mandarin variety) or Kamala Kaya in Telugu
29May2026 Tweet De-dollarisation > Sell America?
The wealthiest investors are pulling money out of the US in the ‘de-dollarization’ trade
Tweet 11Feb2026 Suggestions for improving Haemoglobin / Hemoglobin >
Iron and vitamin C are needed to improve Hb
lemon juice
ragi dosa
ragi porridge
spinach (palak)
peas
orange
sesame seeds
beetroot
any greens, like, drumstick leaves
curd
1 tbs ghee
greens
eggs
oats with veggies
15Aug2025 Tweet thread - Indian hallmark > premature exhilaration > premature celebration - GST tax cuts are NOT GST tax reform > GST tax cuts announcement by PM Modi on Independence Day - revenue loss for the nation? - structure and decision making of GST Council - P Thiaga Rajan (PTR)
Tweet thread 23Dec2024 - Dividend aristocrats in India - dividend yield - Goodyear India, ITC Ltd and VST Industries
Tweet 25Mar2021 Imagine yourself running into Vincent vag Gogh and walking into his paintings!
Tweet 08Apr2018 'Other painters paint a bridge, a house, a boat,' Claude Monet explained. 'I want to paint the air that surrounds the bridge, the house, the boat.' #Painting
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Quarterly update weblinks
BSE market cap of all companies
RBI one year deposit rate data; and other data of rates and ratios RBI GetKeyWords
Nifty Return Profile
Nifty Indices factsheets
NSE Index Dashboard monthly - PDF for Jun2026
NSE Live Analysis - NSE Index performance daily - showing index values and valuation ratios of all Nifty Indices / NSE Indices on a daily basis
NSE Historical Index yield - Find out daily valuation ratios (PB, PE and dividend yield) of all Nifty indices / NSE indices (dropdown menu)
NSE Market Watch - all indices
NSE Market Pulse - monthly
NSE India Passive Funds
Nifty Passive Insights (as of 30Jun2026, the weblink is showing '404 error' page)
Nifty Passive Insights - PDF for May2026 (data updated as on 30Apr2026)
For past Nifty Passive Insights reports, one could try Google search with "nifty passive insights site:niftyindices.com"
Value Research BSE Indices - annual and trailing returns
Value Research Mutual Fund Monitor - annual and trailing returns
VR liquid funds returns - annual and trailing returns
Core watchlist data from data aggregator
BSE 500 sector wise free float market cap
BSE 1000 sector wise free float market cap
IBJA rates gold and silver - IBJA PDF as on 30Jun2026
Nifty 500 data quarter tend from Screener.in
Market Data quarter end:
Companies Market Cap - Top companies in the world by market cap
Bloomberg Commodity Index
DXY US dollar index - USDX
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