Pankaj Singh
@pksingh101
Followers
454
Following
4K
Media
358
Statuses
5K
🇮🇳 | Wannabe Investor. #sarcasm
Mumbai, India
Joined October 2011
Besides income gaps, India’s low consumption is also about space. U.S. homes are far larger, while urban Indians live in compact flats where a storeroom or backyard is a luxury—any extra space is often rented out or turned into a shop instead of used for leisure.
0
0
0
For a small retailer, several options exist to invest in China, Japan, Taiwan, Europe, and the USA. As always, amazing insights shared by @ActusDei Review your asset allocation and risk profile before international investments or consult your mutual fund distributor.
Which overseas funds are open? @PosteAnil gives you a list. https://t.co/0xiUSosLU0 Mixed funds like Parag Parikh Flexicap are also open. These don't close but deploy fresh money only in domestic stocks. You can 1) Open a broking account in the US 2) Invest in a GIFT city fund
3
7
60
GST cuts or income tax relief won’t revive demand. India’s weak consumption stems from low per-capita income & high unemployment. Graduates lack employable skills, IT fresher wages stagnant for a decade. Big reforms in education & skilling are the real need.
0
0
0
“When the world order changes, there will be chaos, confusion, and suffering, but also awakening, reinvention, and the seeds of a new balance, for every collapse carries within it the promise of rebirth.” #Dedollarization #TariffWar #India #GoldRate
0
0
0
Caribbean island of Anguilla could not have predicted that the emergence of AI would help it hit a jackpot. Back in the 1990s, the island landed the unique address “.ai”. With the boom in AI, companies and individuals are paying to register new websites with the .ai domain.
0
0
0
Qualcomm → Uses TSMC for its Snapdragon mobile processors, though it also works with Samsung. Intel → Traditionally manufactured its own chips, but recently started outsourcing some production to TSMC
0
0
0
Nvidia → All of Nvidia’s cutting-edge GPUs (e.g., A100, H100 AI chips) are fabricated at TSMC using advanced nodes like 7nm, 5nm, and 4nm. Broadcom → Relies heavily on TSMC for networking, wireless, and custom chips.
1
0
0
Batteries / Battery Materials: The U.S. faces difficulty in producing battery-grade materials like graphite economically. China holds over 92% of global anode material production, making U.S. battery supply chains heavily dependent and less competitive.
1
0
0
Semiconductors: U.S. companies design many chips, but manufacturing—especially at the most advanced nodes (≤ 5 nm)—is dominated by Taiwan’s TSMC and South Korea’s Samsung.
1
0
0
"U.S. battery-tech and semiconductor innovation has trailed behind because giants like Apple and Intel outsource manufacturing to Asia. Cheap offshore production boosts margins—which fuel stock buybacks to prop up share prices—instead of reinvesting in domestic R&D and factories.
1
0
0
Jhunjhunwala & his team are known for their perceptiveness which is why he became such a successful investor. In June '25, Madras HC upheld the ban on online games in TN. There was risk that other States & Center would do the same. So, the entire stake in Nazara was sold in June
0
0
1
It is my firm belief that BESS sector will create massive wealth, potentially more than solar Key tailwinds : 1. Solar is cheapest but generation is primarily between 10 am and 4 pm. Rest of 18 hours, the generation of renewable is difficult or expensive or erratic 2. there is
21
75
582
🇧🇷 Brazil shines with ~9.7% real bond returns (inflation 5.3% vs yields 15%), beating 🇮🇳 India (~3%), 🇮🇩 Indonesia (~3.8%), 🇿🇦 South Africa (~6%). 🇹🇷 Turkey offers ~15% real yields but comes with high political & currency risk. Brazil looks the most attractive EM fixed-income bet
0
0
2
Trump’s bullying with extra tariffs won’t make India buy his claim that he “stopped a war” with Pakistan. Pakistan may bend for his flattery & even nominate him for a Nobel, but India will never credit him—no matter the sanctions, Russian oil pressure, or arms sales to Pakistan.
0
0
1
Having said that, here is latest development. Nothing is safe in this fragile Trump tariff bullying.
thehindubusinessline.com
US initiates anti-dumping and countervailing duty investigations on solar PV cell imports from India, Indonesia, and Laos in 2024.
Why Waaree & Premier Energies Stock Has Been Resilient with 50% tariff announcements.
0
0
1
We talk about scarce attention, but maybe the real scarcity is curiosity, and without it, attention is worthless. Agree? Research: @TheOddball__
27
78
1K