Curious Indian Investor
Hi, Arjun here. This channel is for me to help with my learning and exploration of the financial markets. Not SEBI registered. Twitter - https://twitter.com/Curious1nvestor
Show more2 073Subscribers
-124 hours
-17 days
-930 days
- Subscribers
- Post coverage
- ER - engagement ratio
Data loading in progress...
Subscriber growth rate
Data loading in progress...
Commercial Real Estate has a huge runway to grow
Whole of India has ~800 million square feet of Grade A office
But, just Manhattan in New York has ~700 million square feet of similar quality office space
From - https://twitter.com/Tijori1/status/1779381806459928755
Tijori (@Tijori1) on X
Commercial Real Estate has a huge runway to grow Whole of India has ~800 million square feet of Grade A office But, just Manhattan in New York has ~700 million square feet of similar quality office space
Entire listed Defence Universe.
Really good report by Nirmal Bang on Defence Industry
From - https://twitter.com/soicfinance/status/1779177676047348024
👍 2
This tweet is relevant here since I did comment about US Fed rate cuts recently 🤣 .
I have been and remain bullish on my holdings and the Indian market in general for the next few years.
https://twitter.com/connectgurmeet/status/1778726266113253671
👍 7
#TCS result shows immaculate execution. Surprisingly, UK grew by 6.2% QoQ, 10% YoY. As expected, US / EU had a de-growth of ~2% each.
India/LATAM/MEA turned this result around for TCS. With India growing 20% QoQ, 37.9% YoY, LATAM growing 12.4% & MEA 14.5%.
For sectors, since a year I have kept mentioning that manufacturing, energy, utility, industrials are going through a major transformation journeys & it also reflects in TCS numbers with Mfg growing 9.7%, energy/utility 7.3% while bank is negative.
While I am yet to listen the concall, this result is an outcome of a very specific diversification that TCS did. The outcome many not be same for other frontline IT companies.. #tcsq4
Very positively surprised to see diversification yielding fruits in such a short time!
https://twitter.com/Finstor85/status/1778758876973719896
Ameya (@Finstor85) on X
#TCS result shows immaculate execution. Surprisingly, UK grew by 6.2% QoQ, 10% YoY. As expected, US / EU had a de-growth of ~2% each. India/LATAM/MEA turned this result around for TCS. With India growing 20% QoQ, 37.9% YoY, LATAM growing 12.4% & MEA 14.5%. For sectors, since a…
👍 2
An interest rate cut by the US Federal Reserve, especially when overdue can be positive to the markets but until it happens things may be bearish. That said if the 'uncoupling' narrative of the Indian markets (from the US markets) is true, things will be different here.
👍 1
Fed can only cut rates if inflation is down or at least normalising. This last inflation numbers were above expectations. This is going to be a roller coaster FY if the inflation dips and Fed actually manages to cut rates.
👍 1
Nice! We found 26 such companies that not only satisfy these criteria but where promoter stake has also increased in the last one year
https://twitter.com/Tijori1/status/1777314094913094042
👍 2