Sahil Kapoor
Investor π§π½ββοΈ, Chain Reader π, Fitness Focused πͺ Contemplative, Eclectic. Disciple of Discipline. All views are personal.
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Donβt lose the moon while counting the stars! Active Short Term Funds β A forgotten category Why prefer active short term fund? A must read thread 𧡠@dspmf @Devang199301 A not...
Did you know Telephone Charges: Mobile has a weight of 1.84% in India CPI inflation and is up 8.5% on average over the last 12 months.
Housing construction led tailwinds: -India's population is growing at 1% p.a. -At this rate a bare minimum of 1 Cr new houses are needed each year. -As incomes rise, the family...
In the last rate hike cycle in 2014 (which was accompanied by high inflation) RBI stopped raising rates at 8%, while peak inflation hit 8.8%. 1/n
From an overzealous hurry to raise fast to a soft signal of "not" cutting. This is how fast CBs turn. Some will keep waiting for a Fed pivot. With a 2000 point rally on Nifty f...
China now spends more money each year importing chips than it spends on oil, $600Bn Vs $550Bn. China Exports of electrical, electronic equipment was ~$900Bn in 2021 India electron...
2022 is coming to a close. Here is a list of 5 books that I learnt the most from: 1. The Personalized Diet by Dr Eran Segal (https://t.co/p8XzpNe7cN) This book highlighted the fac...
An investor asked me this questoin over the weekend. What is this 32% weight of shelter in US CPI inflation? The amazing thing is that the break-up of this CPI shelter is an insig...
5 'Health Hacks' I use Lift weights for keeping your body fit and to age slower; eat high protein, high fat diet or the one that suits your lifestyle; run/cardio for endurance and...
India's trade deficit has clocked $24.8 Bn a month in FY23 so far. At this rate, the FY23 full year deficit can reach $298 Bn or ~8.5% of GDP. FY13 recorded the highest trade defi...
Some of my favourite videos. Adding in this thread π§΅to watch them again when I have to. 1. The paradox of choice by Barry Schwartz https://t.co/Wck9RfBKcT
Gold & US Dollar REER nearing historical turning points. https://t.co/DLRaPGHYNf