[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @stockifiabhijit Abhijit Chokshi | Investors का दोस्त Abhijit Chokshi | Investors का दोस्त posts on X about india, money, if you, singapore the most. They currently have XXXXXXX followers and 4159 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::2317300873/interactions)  - X Week XXXXXXX +213% - X Month XXXXXXXXX +153% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::2317300873/posts_active)  - X Month XX -XX% - X Months XXX -XX% - X Year XXXXX +8.60% ### Followers: XXXXXXX [#](/creator/twitter::2317300873/followers)  - X Week XXXXXXX +0.12% - X Month XXXXXXX +0.45% - X Months XXXXXXX +3.60% - X Year XXXXXXX +9.50% ### CreatorRank: XXXXXXX [#](/creator/twitter::2317300873/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [currencies](/list/currencies) [stocks](/list/stocks) [technology brands](/list/technology-brands) **Social topic influence** [india](/topic/india) #5285, [money](/topic/money) #3418, [if you](/topic/if-you), [singapore](/topic/singapore), [forex](/topic/forex), [to the](/topic/to-the), [indigo](/topic/indigo), [china](/topic/china), [the world](/topic/the-world), [fintech](/topic/fintech) #264 **Top accounts mentioned or mentioned by** [@stockifiinvest](/creator/undefined) [@stockifiin](/creator/undefined) [@satya__vachan](/creator/undefined) [@tiainvestors](/creator/undefined) [@rasesh70699643](/creator/undefined) [@grok](/creator/undefined) [@sequoia](/creator/undefined) [@zoomus](/creator/undefined) [@infosysnmurthy](/creator/undefined) [@infosys](/creator/undefined) [@fedex](/creator/undefined) [@vijaythk](/creator/undefined) [@risktoreward](/creator/undefined) [@ravidharamshi77](/creator/undefined) [@aditikasbekar](/creator/undefined) [@vikaskhemani](/creator/undefined) [@adityakhemka5](/creator/undefined) [@subbutkpr](/creator/undefined) [@ajayratnameshr2](/creator/undefined) [@rajfintk](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PepsiCo, Inc. (PEP)](/topic/$pep) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Mastercard, Inc. (MA)](/topic/$ma) ### Top Social Posts Top posts by engagements in the last XX hours "In 2022 Indias oil imports from Russia exploded after Western sanctions. Result Russia now earns $60B+ in annual trade surplus with India. But heres the twist They get paid in rupees which they cant easily use back home. So Russia had two bad options: Let rupees sit idle ( depreciation risk) Buy low-yield Indian bonds But instead Putin just took the smartest third option: Buy the Indian stock market. What looks like an ETF launch is actually a X lakh crore geopolitical hack. Lets decode the genius of India-Russias Nifty ETF deal Bookmark and retweet this thread to revisit it later" [X Link](https://x.com/stockifiabhijit/status/1997198310130831872) 2025-12-06T06:55Z 281K followers, 173.6K engagements "GIFT City gives real usable benefits to every major player in the system: Lets break down how each category wins: X. Indian Corporates Raise foreign loans without RBI caps Issue Masala Bonds GDRs foreign bonds Fully hedge forex risk Lower borrowing costs faster access to capital Imagine: getting USD funds in India at global rates. X. HNIs and Family Offices Park overseas investments in GIFT City Enjoy tax-free interest dividends capital gains Invest globally via LRS ($250K/year allowed) Repatriate XXX% profits back to Indiafreely Basically Swiss-style benefits. In Gujarat. X. Domestic Mutual" [X Link](https://x.com/stockifiabhijit/status/1997641155295805747) 2025-12-07T12:15Z 280.9K followers, 3213 engagements "You made it to the end. Most wont. But now you know: Indian money is coming home Global investors are watching The Indian rupee is being prepped for a bigger role And GIFT City might just be Indias Singapore If you found this insightful Repost and Follow us for more such deep dives Join Stockifi Community and find out our latest stock idea (Check pinned post) 👉 Join Now" [X Link](https://x.com/stockifiabhijit/status/1997641159670432084) 2025-12-07T12:15Z 280.9K followers, 5871 engagements "DGCA forced IndiGo to cut X% of flights due to safety audits and mass cancellations and Indias #1 airline is losing: 110+ flights/day 1000+ crore/month in revenue Monopoly slots to rivals Brand trust Margin stability for the quarter But heres what that actually means: Out of 2200 daily flights XXX flights are grounded. Thats like a shop shutting X out of every XX counters daily. Lets break down whats really happening and what investors of indigo should do next. Bookmark and retweet this thread to revisit it later" [X Link](https://x.com/stockifiabhijit/status/1998291554344276135) 2025-12-09T07:20Z 280.9K followers, 8903 engagements "More Costs Incoming IndiGo also faces: Refunds + Rebooking expenses Crew overtime DGCA penalties Compensation for delays Quarterly impact: 150250 crore This adds to the financial bleeding. Short-Term Outlook: Weak IndiGos next XX quarters will look like this: Margins drop Revenue dented Load factor soft Brand weak Stock stays range-bound If youre a short-term trader this may not be the bottom yet" [X Link](https://x.com/stockifiabhijit/status/1998291574888005742) 2025-12-09T07:20Z 280.9K followers, XXX engagements "But Long-Term The Fundamentals Still Dominate This is where many investors get it wrong. Short-term noise doesnt cancel out long-term structure. And IndiGo has some of the strongest moats in aviation. Moat 1: Bulletproof Balance Sheet 32000+ crore cash Largest A321neo orderbook Lowest CASK (Cost per Available Seat Km) Zero comparable competitors in scale Even with turbulence they stay afloat and aggressive. Moat 2: Operational Track Record IndiGo has been through: Engine crises Crew strikes Covid ATF spikes GoAir Jet SpiceJet collapses And still emerged #1. This isnt new territory for them" [X Link](https://x.com/stockifiabhijit/status/1998291578990006364) 2025-12-09T07:20Z 280.9K followers, XXX engagements "Why Apple is at the centre of this story: Apple never trusted offshore manufacturing easily. For years China was its only darling. But Covid geopolitics and Chinas rising costs forced Apple to diversify. India offered: Scale Stability Skilled youth And most importantly: A government desperate to prove its manufacturing might" [X Link](https://x.com/stockifiabhijit/status/1983937320853368947) 2025-10-30T16:41Z 281K followers, XXX engagements "Heres the punchline: In a world where software has been over-bought engineering talent is the new alpha. The next big outsourcing wave wont be code. Itll be design simulation testing and hardware integration. And India is the only country with the depth talent pool and cost arbitrage to pull it off. Temasek sees this. And Quest Global is its first real ticket" [X Link](https://x.com/stockifiabhijit/status/1995789629422010755) 2025-12-02T09:38Z 280.9K followers, 2066 engagements "Why this matters: 21000+ engineers XX countries XX global delivery centres Deep domain in chip design medtech energy systems Now India-focused with an IPO coming up This isnt just another services firm. Its Infosys for the age of AI hardware. Software outsourcing is yesterdays play. Today the world wants engineering innovation at scale. And Quest Global backed by Temasekis ready to list right in the middle of it" [X Link](https://x.com/stockifiabhijit/status/1995789631779217550) 2025-12-02T09:38Z 280.9K followers, 2066 engagements "95% of Indias global trades are cleared outside India. $50B+ in rupee-denominated transactions happen offshore. And over $200B in Indian wealth sits in foreign financial centres. Why Because India had the talent but not the tools. Now India is building its own Wall Street. But with: Zero STT Zero GST Zero paperwork And most Indians still dont know why it exists. Welcome to GIFT City: The $XX billion financial war zone India is quietly arming for the next decade. In 2022 GIFT City cleared more trades than the Dubai International Financial Centre. By 2030 it could handle $X trillion+ in assets" [X Link](https://x.com/stockifiabhijit/status/1997641119317053522) 2025-12-07T12:15Z 281K followers, 7582 engagements "My fear in this kind of market fall Average karte karte kahin company ka maalik naa ban Jaoo :)" [X Link](https://x.com/stockifiabhijit/status/1998249655315103831) 2025-12-09T04:33Z 281K followers, 16.4K engagements "Mistakes are made in a Bull market But are realized in the Bear Market" [X Link](https://x.com/stockifiabhijit/status/1998408061137150434) 2025-12-09T15:03Z 281K followers, 6309 engagements "Should You Buy Groww Or Angel One Growws parent company Billionbrains Garage Ventures Ltd got listed last month In just X years Groww went from a start up to Indias most valuable fintech broker. Heres what most people dont know: Growws user base is almost 2x bigger than Angel One Its profit margins are XX% higher It pulled in 1824 Cr in profits last year Its current market cap is at 90000 Cr valuation even beating many legacy businesses Have they really cracked a new playbook for building Indias first financial super app Lets break down their business model. Bookmark and retweet this thread" [X Link](https://x.com/stockifiabhijit/status/1998785292380287309) 2025-12-10T16:02Z 281K followers, 6411 engagements "So Should You Buy Groww Or Angel One It depends on what kind of investor you are: If you look for consistent cash flows moderate growth Angel One If you want aggressive growth brand dominance and long term upside Groww Both are profitable. But the market is betting that Groww will lend invest and monetize better than anyone else. And maybe build Indias next financial monopoly" [X Link](https://x.com/stockifiabhijit/status/1998785325548843367) 2025-12-10T16:02Z 281K followers, XXX engagements "Most people think Indian fintech = UPI payments wallets. Wrong. The real money is in: XX per trade Lacs of F&O trades 12%+ interest on MTF loans Commission-free funds with backend AMC income Groww mastered this game. And now the market is rewarding them like a tech company. But it only works as long as retail keeps trading" [X Link](https://x.com/stockifiabhijit/status/1998785329806061737) 2025-12-10T16:02Z 281K followers, 2882 engagements "Heres what insiders are betting on: Union Bank + Indian Bank South-North integration Bank of India + IOB legacy cleanup + branch consolidation Bank of Maharashtra + Punjab & Sind Bank size boost + credit spread This would bring PSB count down to XX mega banks. Think of it as the PSU version of India Stack for finance" [X Link](https://x.com/stockifiabhijit/status/1990332524833448285) 2025-11-17T08:13Z 281K followers, 3358 engagements "Moat 3: Indias Aviation Boom India is the fastest-growing aviation market in the world. DGCA expects: 163M flyers (2024) 300M+ flyers (2030) Metro + Tier-2 air traffic explosion Travel-as-default lifestyle among Gen Z + middle class This demand wave will lift all airlines. But IndiGo rides it best. Moat 4: Fleet Leadership is Untouchable Even after X% cuts: 350+ aircraft 900+ in order Still 60%+ market share No other airline in India comes close. Not even the Tata Group ecosystem" [X Link](https://x.com/stockifiabhijit/status/1998291583393812692) 2025-12-09T07:20Z 281K followers, 2329 engagements "Duopolies ruling the market 1) Zomato - Swiggy 2) Google Pay - PhonePay 3) Coke- Pepsi 4) Uber - Ola 5) MasterCard - VISA 6) BSE- NSE 7) Amazon- Flipkart 8) Jio- Airtel 9) CDSL- NSDL 10)_________" [X Link](https://x.com/stockifiabhijit/status/1998650481967841644) 2025-12-10T07:06Z 281K followers, 6498 engagements "India installed over 15000 MW of solar in FY 2024. That is more solar infrastructure than ever before. But that didnt mean more electricity reached homes. Why Because solar power is only half the story. The solar revolution isnt running out of sunlight. Its running out of bandwidth. Solar is booming. But theres a silent crisis nobody is talking about. Power is being cut. Profits are vanishing. Here's the solar truth the headlines wont tell you: Bookmark and retweet this thread to revisit it later" [X Link](https://x.com/stockifiabhijit/status/1999082309191086509) 2025-12-11T11:42Z 281K followers, 15.3K engagements "India has big dreams. XXX GW of renewable energy by 2030. Thats 10x what we had a decade ago. But whats the point of producing power if you cant transmit it Its like building a factory with no trucks to ship your goods. So whats the fix X things. X. Bigger better faster grids. India just commissioned a XXX kV line to ease congestion. We need many more. X. Battery storage. Store the solar during peak use it at night. Expensive now. But critical. X. Faster clearances. Right-of-way issues are killing timelines. Fix this or forget net-zero" [X Link](https://x.com/stockifiabhijit/status/1999082317248381013) 2025-12-11T11:42Z 281K followers, 1559 engagements "These X Chinese giants just got hit WuXi AppTec WuXi Biologics BGI Group MGI Tech Complete Genomics These arent small players. Theyre the backbone of Chinas pharma services industry. WuXi alone worked with XX of the top XX global pharma firms. Now Theyre out" [X Link](https://x.com/stockifiabhijit/status/1999329255541420212) 2025-12-12T04:03Z 281K followers, XXX engagements "200+ Indian companies operate in Mexico. Mexico just slapped XX% tariffs on Indian imports starting 2026. This tariff shift changes how those companies invest in Latin America. Why did Mexico do this Its not anti-India. Its pro-protectionism. Mexican industries demanded insulation from Asian imports. India got hit because its outside the US-Mexico-Canada Agreement (USMCA). India exports $XXX billion worth of goods to Mexico. Nearly all of itcars parts electronics chemicals pharmanow faces tariff headwinds up to XX% Auto component makers take collateral damage. Mexico-bound shipments from" [X Link](https://x.com/stockifiabhijit/status/1999444505813037239) 2025-12-12T11:41Z 281K followers, 9428 engagements ""The Stock Market is the hardest way to Make Easy Money. And the Easiest way to lose your Hard-Earned Money."" [X Link](https://x.com/stockifiabhijit/status/1999502133100421330) 2025-12-12T15:30Z 281K followers, 11.6K engagements "GROWW shares saw over XX lakh units in auction on NSE. What does this mean That means many traders shorted the stock but failed to deliver it in time for settlement. They sold shares they didnt have bet the stock would fall But it didnt. And now the stock exchange is calling their bluff. This is a XXX crore lesson on greed speed and the settlement window. Lets break down exactly whats happening in simple words" [X Link](https://x.com/stockifiabhijit/status/1991009424383852872) 2025-11-19T05:03Z 281K followers, 359.6K engagements "Heres what just happened: Russias SBER bank Asset Management launched a Nifty50 ETF for Russian investors. This means: Rupees from trade are invested in Indian equities Russian citizens get growth exposure Indian markets get long-term FII inflows No middlemen. No forex conversion. No dependency on the dollar. Just direct equity recycling" [X Link](https://x.com/stockifiabhijit/status/1997198316095099335) 2025-12-06T06:55Z 281K followers, 25.1K engagements "This isnt a tax haven. Its a tax weapon. Built to attract: Fund managers from Singapore Asset leasing from Ireland Global treasury hubs from UAE Hedge funds and insurers from Europe And to bring Indian money back home. What happens in GIFT stays in GIFT. Trades in GIFT City are exempt from: Securities Transaction Tax (STT) Commodities Transaction Tax (CTT) Customs duties IGST on imports And profits XXX% repatriable in foreign currency. No limits" [X Link](https://x.com/stockifiabhijit/status/1997641136714965214) 2025-12-07T12:15Z 281K followers, XXX engagements "But heres the real twist: GIFT City is designed to kill Indias financial dependence. Right now: Aircraft are leased from Ireland Ships from Liberia Rupee derivatives cleared in Singapore Startups raise USD abroad GIFT is Indias answer to: Why not here" [X Link](https://x.com/stockifiabhijit/status/1997641141294919765) 2025-12-07T12:15Z 281K followers, XXX engagements "The worst part Solar is must-run power. Its supposed to get priority. But right now Transmission lines are full. Theres no space. So solar power gets curtailed. Some plants are losing crores every month. Clean energy made but not used money lost trust broken. So why is this happening Because Indias solar growth is moving faster than its power highways. Solar capacity is growing 2030% annually. Transmission line projects are delayed 1524 months. Land and right-of-way issues are choking new lines" [X Link](https://x.com/stockifiabhijit/status/1999082314685714718) 2025-12-11T11:42Z 281K followers, 1656 engagements "A CDMO is like a pharma factory-for-hire. Big drug companies (like Pfizer J&J Merck) outsource R&D and manufacturing of medicines to CDMOs. Why Because its cheaper faster and scalable. India is really good at this. China is even bigger. But now China just got blacklisted. Heres why this is HUGE The US Biosecure Act bars American government agencies (like the Department of Defense or NIH) from working with companies that: Have ties to the Chinese military or surveillance state Are on US watchlists Pose a threat to biosecurity Guess which companies got named" [X Link](https://x.com/stockifiabhijit/status/1999329249203720438) 2025-12-12T04:03Z 281K followers, XXX engagements "3. Hospital stocks look boring until they dont Since COVID: Max Healthcare: 4x Apollo Hospitals: 3.2x Fortis: 2.5x This is not an IT boom. Its a slow steady defensive uptrend driven by rising average revenue per occupied bed (ARPOB). In other words: richer patients better margins. X. Insurance is the rocket fuel Out-of-pocket medical spending is falling. But insurance-funded procedures Exploding. Why this matters: Insurance = faster hospital payments More patients opt for elective surgeries Hospitals upsell better services Less billing tension. More repeat cash flow" [X Link](https://x.com/stockifiabhijit/status/1999716288936005914) 2025-12-13T05:41Z 281K followers, XXX engagements "5. Hospitals are smarter than you think New-age hospital chains are going asset-light. They grow via: Leasing beds inside real estate projects Operating & managing third-party hospitals Expanding only in high-density insured zones This avoids debt and speeds up break-even. X. India is becoming a medical tourism hub The country already attracts over X million foreign patients a year. Why Cost is 1/10th of U.S. Doctors are global-grade Wait times are low English-speaking staff Hospitals earn in dollars pay in rupees margin heaven" [X Link](https://x.com/stockifiabhijit/status/1999716294996713826) 2025-12-13T05:41Z 281K followers, XXX engagements "7. Expansion is slow and thats good Unlike tech hospitals cant scale overnight. New beds take 3-5 years to break even Doctors are in short supply Licenses are strict Real estate is expensive Which means: less competition more pricing power X. Risks exist but theyre transparent Hospitals arent bulletproof. They face: Government price caps Delayed insurance reimbursements Doctor attrition Saturated metros But most listed hospitals have navigated this for a decade" [X Link](https://x.com/stockifiabhijit/status/1999716300906439076) 2025-12-13T05:41Z 281K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@stockifiabhijit Abhijit Chokshi | Investors का दोस्त
Abhijit Chokshi | Investors का दोस्त posts on X about india, money, if you, singapore the most. They currently have XXXXXXX followers and 4159 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +213%
- X Month XXXXXXXXX +153%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXXXX +8.60%
Followers: XXXXXXX #
- X Week XXXXXXX +0.12%
- X Month XXXXXXX +0.45%
- X Months XXXXXXX +3.60%
- X Year XXXXXXX +9.50%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance countries currencies stocks technology brands
Social topic influence india #5285, money #3418, if you, singapore, forex, to the, indigo, china, the world, fintech #264
Top accounts mentioned or mentioned by @stockifiinvest @stockifiin @satya__vachan @tiainvestors @rasesh70699643 @grok @sequoia @zoomus @infosysnmurthy @infosys @fedex @vijaythk @risktoreward @ravidharamshi77 @aditikasbekar @vikaskhemani @adityakhemka5 @subbutkpr @ajayratnameshr2 @rajfintk
Top assets mentioned Alphabet Inc Class A (GOOGL) PepsiCo, Inc. (PEP) Uber Technologies, Inc. (UBER) Mastercard, Inc. (MA)
Top Social Posts
Top posts by engagements in the last XX hours
"In 2022 Indias oil imports from Russia exploded after Western sanctions. Result Russia now earns $60B+ in annual trade surplus with India. But heres the twist They get paid in rupees which they cant easily use back home. So Russia had two bad options: Let rupees sit idle ( depreciation risk) Buy low-yield Indian bonds But instead Putin just took the smartest third option: Buy the Indian stock market. What looks like an ETF launch is actually a X lakh crore geopolitical hack. Lets decode the genius of India-Russias Nifty ETF deal Bookmark and retweet this thread to revisit it later"
X Link 2025-12-06T06:55Z 281K followers, 173.6K engagements
"GIFT City gives real usable benefits to every major player in the system: Lets break down how each category wins: X. Indian Corporates Raise foreign loans without RBI caps Issue Masala Bonds GDRs foreign bonds Fully hedge forex risk Lower borrowing costs faster access to capital Imagine: getting USD funds in India at global rates. X. HNIs and Family Offices Park overseas investments in GIFT City Enjoy tax-free interest dividends capital gains Invest globally via LRS ($250K/year allowed) Repatriate XXX% profits back to Indiafreely Basically Swiss-style benefits. In Gujarat. X. Domestic Mutual"
X Link 2025-12-07T12:15Z 280.9K followers, 3213 engagements
"You made it to the end. Most wont. But now you know: Indian money is coming home Global investors are watching The Indian rupee is being prepped for a bigger role And GIFT City might just be Indias Singapore If you found this insightful Repost and Follow us for more such deep dives Join Stockifi Community and find out our latest stock idea (Check pinned post) 👉 Join Now"
X Link 2025-12-07T12:15Z 280.9K followers, 5871 engagements
"DGCA forced IndiGo to cut X% of flights due to safety audits and mass cancellations and Indias #1 airline is losing: 110+ flights/day 1000+ crore/month in revenue Monopoly slots to rivals Brand trust Margin stability for the quarter But heres what that actually means: Out of 2200 daily flights XXX flights are grounded. Thats like a shop shutting X out of every XX counters daily. Lets break down whats really happening and what investors of indigo should do next. Bookmark and retweet this thread to revisit it later"
X Link 2025-12-09T07:20Z 280.9K followers, 8903 engagements
"More Costs Incoming IndiGo also faces: Refunds + Rebooking expenses Crew overtime DGCA penalties Compensation for delays Quarterly impact: 150250 crore This adds to the financial bleeding. Short-Term Outlook: Weak IndiGos next XX quarters will look like this: Margins drop Revenue dented Load factor soft Brand weak Stock stays range-bound If youre a short-term trader this may not be the bottom yet"
X Link 2025-12-09T07:20Z 280.9K followers, XXX engagements
"But Long-Term The Fundamentals Still Dominate This is where many investors get it wrong. Short-term noise doesnt cancel out long-term structure. And IndiGo has some of the strongest moats in aviation. Moat 1: Bulletproof Balance Sheet 32000+ crore cash Largest A321neo orderbook Lowest CASK (Cost per Available Seat Km) Zero comparable competitors in scale Even with turbulence they stay afloat and aggressive. Moat 2: Operational Track Record IndiGo has been through: Engine crises Crew strikes Covid ATF spikes GoAir Jet SpiceJet collapses And still emerged #1. This isnt new territory for them"
X Link 2025-12-09T07:20Z 280.9K followers, XXX engagements
"Why Apple is at the centre of this story: Apple never trusted offshore manufacturing easily. For years China was its only darling. But Covid geopolitics and Chinas rising costs forced Apple to diversify. India offered: Scale Stability Skilled youth And most importantly: A government desperate to prove its manufacturing might"
X Link 2025-10-30T16:41Z 281K followers, XXX engagements
"Heres the punchline: In a world where software has been over-bought engineering talent is the new alpha. The next big outsourcing wave wont be code. Itll be design simulation testing and hardware integration. And India is the only country with the depth talent pool and cost arbitrage to pull it off. Temasek sees this. And Quest Global is its first real ticket"
X Link 2025-12-02T09:38Z 280.9K followers, 2066 engagements
"Why this matters: 21000+ engineers XX countries XX global delivery centres Deep domain in chip design medtech energy systems Now India-focused with an IPO coming up This isnt just another services firm. Its Infosys for the age of AI hardware. Software outsourcing is yesterdays play. Today the world wants engineering innovation at scale. And Quest Global backed by Temasekis ready to list right in the middle of it"
X Link 2025-12-02T09:38Z 280.9K followers, 2066 engagements
"95% of Indias global trades are cleared outside India. $50B+ in rupee-denominated transactions happen offshore. And over $200B in Indian wealth sits in foreign financial centres. Why Because India had the talent but not the tools. Now India is building its own Wall Street. But with: Zero STT Zero GST Zero paperwork And most Indians still dont know why it exists. Welcome to GIFT City: The $XX billion financial war zone India is quietly arming for the next decade. In 2022 GIFT City cleared more trades than the Dubai International Financial Centre. By 2030 it could handle $X trillion+ in assets"
X Link 2025-12-07T12:15Z 281K followers, 7582 engagements
"My fear in this kind of market fall Average karte karte kahin company ka maalik naa ban Jaoo :)"
X Link 2025-12-09T04:33Z 281K followers, 16.4K engagements
"Mistakes are made in a Bull market But are realized in the Bear Market"
X Link 2025-12-09T15:03Z 281K followers, 6309 engagements
"Should You Buy Groww Or Angel One Growws parent company Billionbrains Garage Ventures Ltd got listed last month In just X years Groww went from a start up to Indias most valuable fintech broker. Heres what most people dont know: Growws user base is almost 2x bigger than Angel One Its profit margins are XX% higher It pulled in 1824 Cr in profits last year Its current market cap is at 90000 Cr valuation even beating many legacy businesses Have they really cracked a new playbook for building Indias first financial super app Lets break down their business model. Bookmark and retweet this thread"
X Link 2025-12-10T16:02Z 281K followers, 6411 engagements
"So Should You Buy Groww Or Angel One It depends on what kind of investor you are: If you look for consistent cash flows moderate growth Angel One If you want aggressive growth brand dominance and long term upside Groww Both are profitable. But the market is betting that Groww will lend invest and monetize better than anyone else. And maybe build Indias next financial monopoly"
X Link 2025-12-10T16:02Z 281K followers, XXX engagements
"Most people think Indian fintech = UPI payments wallets. Wrong. The real money is in: XX per trade Lacs of F&O trades 12%+ interest on MTF loans Commission-free funds with backend AMC income Groww mastered this game. And now the market is rewarding them like a tech company. But it only works as long as retail keeps trading"
X Link 2025-12-10T16:02Z 281K followers, 2882 engagements
"Heres what insiders are betting on: Union Bank + Indian Bank South-North integration Bank of India + IOB legacy cleanup + branch consolidation Bank of Maharashtra + Punjab & Sind Bank size boost + credit spread This would bring PSB count down to XX mega banks. Think of it as the PSU version of India Stack for finance"
X Link 2025-11-17T08:13Z 281K followers, 3358 engagements
"Moat 3: Indias Aviation Boom India is the fastest-growing aviation market in the world. DGCA expects: 163M flyers (2024) 300M+ flyers (2030) Metro + Tier-2 air traffic explosion Travel-as-default lifestyle among Gen Z + middle class This demand wave will lift all airlines. But IndiGo rides it best. Moat 4: Fleet Leadership is Untouchable Even after X% cuts: 350+ aircraft 900+ in order Still 60%+ market share No other airline in India comes close. Not even the Tata Group ecosystem"
X Link 2025-12-09T07:20Z 281K followers, 2329 engagements
"Duopolies ruling the market 1) Zomato - Swiggy 2) Google Pay - PhonePay 3) Coke- Pepsi 4) Uber - Ola 5) MasterCard - VISA 6) BSE- NSE 7) Amazon- Flipkart 8) Jio- Airtel 9) CDSL- NSDL 10)_________"
X Link 2025-12-10T07:06Z 281K followers, 6498 engagements
"India installed over 15000 MW of solar in FY 2024. That is more solar infrastructure than ever before. But that didnt mean more electricity reached homes. Why Because solar power is only half the story. The solar revolution isnt running out of sunlight. Its running out of bandwidth. Solar is booming. But theres a silent crisis nobody is talking about. Power is being cut. Profits are vanishing. Here's the solar truth the headlines wont tell you: Bookmark and retweet this thread to revisit it later"
X Link 2025-12-11T11:42Z 281K followers, 15.3K engagements
"India has big dreams. XXX GW of renewable energy by 2030. Thats 10x what we had a decade ago. But whats the point of producing power if you cant transmit it Its like building a factory with no trucks to ship your goods. So whats the fix X things. X. Bigger better faster grids. India just commissioned a XXX kV line to ease congestion. We need many more. X. Battery storage. Store the solar during peak use it at night. Expensive now. But critical. X. Faster clearances. Right-of-way issues are killing timelines. Fix this or forget net-zero"
X Link 2025-12-11T11:42Z 281K followers, 1559 engagements
"These X Chinese giants just got hit WuXi AppTec WuXi Biologics BGI Group MGI Tech Complete Genomics These arent small players. Theyre the backbone of Chinas pharma services industry. WuXi alone worked with XX of the top XX global pharma firms. Now Theyre out"
X Link 2025-12-12T04:03Z 281K followers, XXX engagements
"200+ Indian companies operate in Mexico. Mexico just slapped XX% tariffs on Indian imports starting 2026. This tariff shift changes how those companies invest in Latin America. Why did Mexico do this Its not anti-India. Its pro-protectionism. Mexican industries demanded insulation from Asian imports. India got hit because its outside the US-Mexico-Canada Agreement (USMCA). India exports $XXX billion worth of goods to Mexico. Nearly all of itcars parts electronics chemicals pharmanow faces tariff headwinds up to XX% Auto component makers take collateral damage. Mexico-bound shipments from"
X Link 2025-12-12T11:41Z 281K followers, 9428 engagements
""The Stock Market is the hardest way to Make Easy Money. And the Easiest way to lose your Hard-Earned Money.""
X Link 2025-12-12T15:30Z 281K followers, 11.6K engagements
"GROWW shares saw over XX lakh units in auction on NSE. What does this mean That means many traders shorted the stock but failed to deliver it in time for settlement. They sold shares they didnt have bet the stock would fall But it didnt. And now the stock exchange is calling their bluff. This is a XXX crore lesson on greed speed and the settlement window. Lets break down exactly whats happening in simple words"
X Link 2025-11-19T05:03Z 281K followers, 359.6K engagements
"Heres what just happened: Russias SBER bank Asset Management launched a Nifty50 ETF for Russian investors. This means: Rupees from trade are invested in Indian equities Russian citizens get growth exposure Indian markets get long-term FII inflows No middlemen. No forex conversion. No dependency on the dollar. Just direct equity recycling"
X Link 2025-12-06T06:55Z 281K followers, 25.1K engagements
"This isnt a tax haven. Its a tax weapon. Built to attract: Fund managers from Singapore Asset leasing from Ireland Global treasury hubs from UAE Hedge funds and insurers from Europe And to bring Indian money back home. What happens in GIFT stays in GIFT. Trades in GIFT City are exempt from: Securities Transaction Tax (STT) Commodities Transaction Tax (CTT) Customs duties IGST on imports And profits XXX% repatriable in foreign currency. No limits"
X Link 2025-12-07T12:15Z 281K followers, XXX engagements
"But heres the real twist: GIFT City is designed to kill Indias financial dependence. Right now: Aircraft are leased from Ireland Ships from Liberia Rupee derivatives cleared in Singapore Startups raise USD abroad GIFT is Indias answer to: Why not here"
X Link 2025-12-07T12:15Z 281K followers, XXX engagements
"The worst part Solar is must-run power. Its supposed to get priority. But right now Transmission lines are full. Theres no space. So solar power gets curtailed. Some plants are losing crores every month. Clean energy made but not used money lost trust broken. So why is this happening Because Indias solar growth is moving faster than its power highways. Solar capacity is growing 2030% annually. Transmission line projects are delayed 1524 months. Land and right-of-way issues are choking new lines"
X Link 2025-12-11T11:42Z 281K followers, 1656 engagements
"A CDMO is like a pharma factory-for-hire. Big drug companies (like Pfizer J&J Merck) outsource R&D and manufacturing of medicines to CDMOs. Why Because its cheaper faster and scalable. India is really good at this. China is even bigger. But now China just got blacklisted. Heres why this is HUGE The US Biosecure Act bars American government agencies (like the Department of Defense or NIH) from working with companies that: Have ties to the Chinese military or surveillance state Are on US watchlists Pose a threat to biosecurity Guess which companies got named"
X Link 2025-12-12T04:03Z 281K followers, XXX engagements
"3. Hospital stocks look boring until they dont Since COVID: Max Healthcare: 4x Apollo Hospitals: 3.2x Fortis: 2.5x This is not an IT boom. Its a slow steady defensive uptrend driven by rising average revenue per occupied bed (ARPOB). In other words: richer patients better margins. X. Insurance is the rocket fuel Out-of-pocket medical spending is falling. But insurance-funded procedures Exploding. Why this matters: Insurance = faster hospital payments More patients opt for elective surgeries Hospitals upsell better services Less billing tension. More repeat cash flow"
X Link 2025-12-13T05:41Z 281K followers, XXX engagements
"5. Hospitals are smarter than you think New-age hospital chains are going asset-light. They grow via: Leasing beds inside real estate projects Operating & managing third-party hospitals Expanding only in high-density insured zones This avoids debt and speeds up break-even. X. India is becoming a medical tourism hub The country already attracts over X million foreign patients a year. Why Cost is 1/10th of U.S. Doctors are global-grade Wait times are low English-speaking staff Hospitals earn in dollars pay in rupees margin heaven"
X Link 2025-12-13T05:41Z 281K followers, XXX engagements
"7. Expansion is slow and thats good Unlike tech hospitals cant scale overnight. New beds take 3-5 years to break even Doctors are in short supply Licenses are strict Real estate is expensive Which means: less competition more pricing power X. Risks exist but theyre transparent Hospitals arent bulletproof. They face: Government price caps Delayed insurance reimbursements Doctor attrition Saturated metros But most listed hospitals have navigated this for a decade"
X Link 2025-12-13T05:41Z 281K followers, XX engagements