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RT @NDTVProfitIndia: From Trump-Powell tensions to Q1 results, here are the key talking points of this week. Read #NDTVProfitOpinion by @_….

Perplexity Pro just got a massive bump up in user base

The EU can’t make trade concessions because there’s nothing to concede - Paul Krugman on Substack (nice short read).-If you didn’t know anything about EU policies you might assume that Europe actually does impose significant barriers to US exports, which it could offer to remove.

The @screener_in AI feature is the cherry on the cake. A superb platform to use, has just gotten better.

From ‘worth every penny you spend’ to ‘worth every moment you spend’ . For me, and so many I know - the metric of spend has changed.

The food that we eat or do not eat will influence our body and soul. Not eating must be the default switch. Eating something must therefore become conditional and not default. Seek permission from the soul before eating that thing. Credits - @unseenvalue.

Every conversation with Sajjid Chinoy brings out an interesting insight. .

JPMorgan India Strategy note from Rajiv Batra (Bullish note - esp the last two lines).-Q1FY26 Earnings Preview: Laying the foundation for an earnings rebound.-Anticipate Q1 to serve as a transition from underwhelming earnings to a decent recovery.-Low base from FY25 and a.

The interview with S Naren of @ICICIPruMF on @NDTVProfitIndia .

Markets today, there are no easy pockets. EMS valuations, for example, are positioned for 4-5 years of growth. Over the last 6 months, we have chosen hated sectors like oil and gas, and such opportunities are coming across sectors. (9/9).

Risk free rate is 6% odd. double digit return is 1.5x G-Sec, and people still dont value 10% return. People have to condition themselves to expect moderate return going ahead. (8/9).

We tell people - "Equities are an expensive asset class, but NO ONE is ready to believe". We keep telling people about importance of asset allocation, but people think equities are the best investment class. Till we have a minus 20% performance, people wont believe that equities.

Valuations should lead to a correction. But markets have become flows minus supply, and currently domestic flows are strong. Other markets trade at a fraction of India's valuations, so FIIs are investing elsewhere. (6/9).

Whatever has happened on the Jane Street Verdict is positive. Weekly settlement does not make the market, investors make the market (5/9).

There was no issue with investors, but was with the economy. There was a need to give a fillip to the economy, and with the good macro of CAD and inflation, there was a need to get rates lower. And the RBI has taken the right steps. (4/9).

All eyes on the credit growth, which cant be as low as 9%. Credit growth cycle is probably ahead, but a little bit of fiscal push is needed, in the GST council meetings maybe. Combination of RBI moves plus fiscal boost will give a massive boost to economy. (3/9).

This is a market where value investing wont work, but momentum investing will work. Today we are in a late cycle framework. In early cycle, you buy value. In late cycle, momentum works. Sectors will keep going up because earnings will keep getting revised higher. (2/9).

A small thread from my interaction with S Naren on @NDTVProfitIndia . standout comment . "Every stock is discovered. There are so many brilliant stock pickers in India today that every stock is discovered. Best opportunities are coming out from stocks where investors are.

All analysts covering the stock have a buy, but each of these stocks have given negative ytd returns. Research by ⁦@soumeet_sarkar⁩