And finally it's out! My third book! Two years of research, writing, and travels. One story of a Titan of India's industry and of Champaklal Choksey, one of four original founding members. The Rise of Asian Paints: Champaklal Choksey, a Doyen of the Indian Paints industry. On Amazon and across bookstores. amazon.in/Rise-Asian-Paints-…
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Anupam Gupta retweeted
I’ve been living in Gurgaon for 8 years now. I HAVE the choice to leave, but I can’t think of another Indian city that would give me any better quality of life while offering me the same earning opportunities. No Indian city is truly “livable”. We create our own bubbles of comfort and make peace with the rest. I did that while living in Delhi, Mumbai, Hyderabad for last 20 years before moving to Gurgaon. If you spend every day cribbing about the city you live in, eventually you’re just making your own life miserable. Find what works for you
I am in Gurgaon rn and can’t believe so many high salaried people are choosing to spend a significant portion of there life here
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At least you don't see your property value fall and you keep getting rent. FD le lete yaar, at least safe aur secure hai. Aur boss? FIRE corpus kaisa chal raha hai? (Guys be prepared to hear more of this now. The bear market has only begun. 😂😂)
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Portfolio flat for last two years and it's finally moving... down.
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Anupam Gupta retweeted
Honey, I Shrunk the Kids🎬
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Anupam Gupta retweeted
Every piece of news that comes out for the past 5 years feels like the opening scene of Children of Men
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There's actually a chilly air in the early morning that lasts till the sun's out. #Mumbai
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Anupam Gupta retweeted
“Anxiety is what happens when your brains are bigger than your balls”
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Each day I log on to Twitter and have only one question.
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Anupam Gupta retweeted
I have been told my name is “unmapped”on the voting list. I have voted in every election ever since I have been eligible to vote. I hold a passport, PAN Card, voter ID card, Aadhar card. I am now being asked to appear for a hearing else my name will be deleted. Why should I?!
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Dreading landing in #MAA just over four hours from now. I’m flying @airindia and hence Terminal 4. I have two awesome options rolled out by @aaichnairport - drag my luggage, fight with fellow weary passengers to get a space in the so-called elevator, and find a cab a few floors above. The other option is to drag the luggage to Terminal 1, book a cab, and wait for the guy to show up at the newly opened facility. Either way, I have a very long night. No one cares. Not @AAI_Official, @MoCA_GoI, @RamMNK or @PMOIndia. Dear @narendramodi, it’s great you gift Thirukkural to visiting dignitaries. If you want to actually help Tamils, stop this misery at Chennai airport. Can you ensure that paying passengers are not harassed because NO Airports Authority officer, or his family, will ever face this trauma ?
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The SIP money coming every month in truck loads serves two purposes. 1. In large caps, it absorbs the FII selling. That's why you don't see the Nifty crashing but, instead, largest cap stocks not performing for years. If this was pre - COVID, the Nifty would be 18K. 2. In small/mid caps - which is where most of the SIP and FII money is going - it inflates the flavour of the month which, for the past few years, has been AI/data centers. Anything directly or indirectly related gets bought into. Bubble? Who knows. So we're in a bull and bear market. The large caps are in a bear market which won't get over soon. The s/mid are in a bull market which also won't get over soon because the money keeps coming in. There's one problem though. There's a lot of churn happening. Mutual fund investors track portfolios month to month and they chase performance. 12-15% has become embedded here. Anything less than that gets switched out of. Let's see till when this goes on. US Bond yields have crossed 5%, oil will remain unpredictable. We are going into rate hikes which also seems priced in. Everyone is waiting for a big crash since last year. It's not come so far.
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Anupam Gupta retweeted
You can believe that if it comforts you. But we’re talking about reality today, not about some gauzy future date. China’s economy is nearly 5X as large as India’s at market exchange rates. China is the world’s factory and America’s nearest peer competitor in tech. Nobody outside India thinks of India and China as peers any more.
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Anupam Gupta retweeted
The S&P 500 is 0.7% below a record high, yet 430 of those stocks are 21.7% below their highs. That means on average 86% of the stocks are in a bear market. Breadth has only been this bad twice, in January 1973 and in 1999/2000. On both occasions, the S&P then crashed nearly 50%
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I see Jio TV is back on the Amazon Fire Stick. Looks like we need a Jio Home connection to activate this. Looks very interesting.
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Jio is 10 years old this month. How did people miss this major anniversary? In September 2016, Seth announced free data, free voice, free roaming. Everything changed after that. Mobile apps, UPI, content. Today we consume like 1GB/day at some really low price.
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Hi @Truecaller have you totally stopped working after ios27? No spam filter or protection at all!
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Araku replaces Standby on this list. It's a bit early to include 729gm.
My fav cafes in Bandra/Khar ranked on equal weights of coffee, food, vibe. 1. Boojee 2. ⁠Mag St 3. ⁠Blondie 4. ⁠Vanilla Miel 5. ⁠Bokka 6. Mokai 7. Veronica’s 8. Standby 9. Grounded 10. Grey Soul Notes: A. Yes, sorry, no Subko Bandra for me. Instead, Subko Byculla and Subko Colaba just for the vibe. B. No Starbucks because that’s home and one does not rank home. C. I’d travel to town for Araku, it’s so damn good. D. Apologies to both Blue Tokai and Third Wave. E. No, I didn’t forget anything F. Your mileage can and should vary
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Anupam Gupta retweeted
People really don't talk enough about how insanely well-written Michael Scott is. Genuinely one of the GOATs.
Literarium
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Anupam Gupta retweeted
N. K. Kurup, the veteran journalist, is no more. He was once the face of The Hindu BusinessLine in Mumbai. We travelled together, reported together and shared countless memorable moments. You worked tirelessly and left behind a rich legacy. Rest in peace.
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