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[@connectgurmeet](/creator/twitter/connectgurmeet)
"IMF projects GDP growth for US at X% China at XXX% Global real GDP growth at 3.2# India at XXX% ( my sense is it will be 6.8-7%) Let FIIs be short. once earnings pick up even they will come back. its grinding but will be worth it. keep the discipline going"  
[X Link](https://x.com/connectgurmeet/status/1978118684120945062) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-14T15:20Z 205.9K followers, 51.1K engagements


"Massive footfalls at wholesale markets like Lajpat Nagar Karol Bagh Sadar Bazar. Even malls and large market places like CP are buzzing. I had to walk XXX KM from India Gate to outercircle as traffic hardly moved. Jewellers and Utensil outlets are stock out. So are dry fruit vendors. Auto may have the best month ever in October. Truck fleet shortage due to high demand. High frequency indicators in October - December quarter will Surprise everyone"  
[X Link](https://x.com/connectgurmeet/status/1978478132656275777) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-15T15:08Z 205.9K followers, 222.9K engagements


"Core operating performance was solid in Q2. CASA and NIMs also improved. So did the loan mix. Blackstone coming in is an endorsement of new leadership and positive rate of change in the bank. RBI is pivoting on ownership and more banking reforms are loading"  
[X Link](https://x.com/connectgurmeet/status/1981591204996559104) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-24T05:18Z 205.9K followers, 17.2K engagements


"Today met a client ( prospect) who gave me the best definition of Financial Independence Me - What do u sir aap kya karte ho Client - jo dil karta hai :)"  
[X Link](https://x.com/connectgurmeet/status/1982063350742921711) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-25T12:35Z 205.9K followers, 101.6K engagements


"Each reserve currency has X stages Rise peak overextension and collapse There is a common reason - rising debt due to military over reach n unsustainable spending/debt. - Portuguese Real in 1450 . they revolutionised navigation thru new sea routes. Lisbon became the centre of trade .empire stretched to X continents - Royal succession crisis n declining treasury led Spain absorbing Portugal into Iberian Union in 1530. Spanish sliver replaced it after XX years . Spain had highest silver deposits - Mountain of Potossi.Spanish dollar coins became the reserve currency. Similar patter followed."  
[X Link](https://x.com/connectgurmeet/status/1982370792592871693) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-26T08:56Z 205.9K followers, 71.7K engagements


"As per CAIT India spent X lac crore + ( $XX billion) this Diwali season . XX% jump over last year. Auto appliances apparels seeing most traction sweets lightly lower. With US trade deal nearing things looking auspicious for investors"  
[X Link](https://x.com/connectgurmeet/status/1980855026135519640) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-22T04:33Z 205.9K followers, 58.1K engagements


"In 6-12 months from now there is a high probability that u may see : home loan rates at 6.5%-7% car loans at XXX% & most consumer loans in single digit. Imagine the pick up in consumption n credit as growth picks up. As a disciplined long term investor next 7-10 years cud be the best phase for u. Stay focused n take volatility in your stride"  
[X Link](https://x.com/connectgurmeet/status/1934640851801788517) [@connectgurmeet](/creator/x/connectgurmeet) 2025-06-16T15:54Z 205.9K followers, 132K engagements


"Reliance forming AI JV with meta Apple expanding google making largest data center in Asia Starlink commencing operations chat gpt giving X lac licenses of accelerator. I dont see tariffs staying higher for longer . Hope I am right on this"  
[X Link](https://x.com/connectgurmeet/status/1961372973509873773) [@connectgurmeet](/creator/x/connectgurmeet) 2025-08-29T10:18Z 205.9K followers, 37.6K engagements


"Silver all time high was $XXXX an ounce in April 2011 It has now reached $XX after XX yrs Commodities can have long cycles. While some exposure of 5-10% can be considered in gold silver in portfolios but dont get carried away. And yes they price correct & time correct too"  
[X Link](https://x.com/connectgurmeet/status/1973043246562701495) [@connectgurmeet](/creator/x/connectgurmeet) 2025-09-30T15:12Z 205.9K followers, 55.3K engagements


"I see some Analysts and investors abuse TCS Infy and IT cos Its been the backbone of economy generating millions of Jobs forex reserves and building tech ecosystem and cities like Bengaluru Hyderabad. Yes they have been slow on AI n will Pay a price. Analyse sell /trim your holdings but lets not abuse. And too early to write obituaries. ( disc -grossly underweight IT in portfolios. so no vested interest)"  
[X Link](https://x.com/connectgurmeet/status/1975221941611937894) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-06T15:29Z 205.9K followers, 86.8K engagements


"Happy Diwali to everyone except NSE and BSE What is this greed Why cant we remain closed for X DAY on the largest festival of the nation So many market intermediaries working today"  
[X Link](https://x.com/connectgurmeet/status/1980129623426895909) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-20T04:31Z 205.9K followers, 138.4K engagements


"Why Sikhs celebrate Diwali with Bandi Chhor Diwas. 🙏 Whenever u go to Gwalior Pl go for Darshan. its also called Kille wala Gurudwara"  
[X Link](https://x.com/connectgurmeet/status/1980488500756824191) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-21T04:17Z 205.9K followers, 16.5K engagements


"No one knows where Nifty will b next Diwali but X things can happen (high probability) -repo rate X% (50 bps more rate cut) -India US trade deal with tariffs at XX% -SIP book 38k-40000 cr -corporate earnings will grow at 13-15% -shift of money from AI & US tech to real assets"  
[X Link](https://x.com/connectgurmeet/status/1980928046329958815) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-22T09:23Z 205.9K followers, 65.1K engagements


"Request everyone to gradually use lesser US products platforms and tech over a period of time. A small shift will also count. -prefer a RuPay credit card over Mastercard n visa - Paytm over google pay Amazon pay - Jio hotstar over Netflix - Blinkit Swiggy over Amazon - campa over coke n Pepsi Wont be easy n practical but we need to. There has to be a cost for insulting XXX Bn people and their Nation"  
[X Link](https://x.com/connectgurmeet/status/1957061078392926591) [@connectgurmeet](/creator/x/connectgurmeet) 2025-08-17T12:44Z 205.9K followers, 362.8K engagements


"Gold corrects X% in a day silver X% after a 40-50% up move . no hue and cry Nifty is down 4-5% in a year after going up X times post Covid and so many obituaries being written Balance your Dhan across asset classes objectively happy Dhanteras"  
[X Link](https://x.com/connectgurmeet/status/1979452479030136987) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-18T07:40Z 205.9K followers, 77.8K engagements


"BIG Bank Reforms are getting loaded. Emirates NBD and RBL bank deal signals a big shift in RBI thought process. Largest FDI in banks and equity infusion ever.This and Sumitomo Yes bank deal can open global fund raising options for Indian banks which r currently very limited. Eventually more reforms on even voting rights capped at XX% XXXX% stake for corporate investors will also be relooked"  
[X Link](https://x.com/connectgurmeet/status/1979799714456629742) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-19T06:40Z 205.9K followers, 85.3K engagements


"Real estate (55%)and gold (15%)together comprise 70%-75% of average Indian HH portfolio and have appreciated significantly in last X year. Positive wealth effect +positive income effect with income tax n GST cuts is driving record consumption this festive season Nos will surprise everyone. Do not bet against India"  
[X Link](https://x.com/connectgurmeet/status/1980292814933201280) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-20T15:19Z 205.9K followers, 70.6K engagements


"US debt now reaches XX trillion dollars. Market cap to GDP is XXX% Labour market & housing data is alarming Inflation high Have u seen any warning from Goldman citi BlackRock or any marquee firm of any bubble Instead they keep giving gyan on high valuations in EMs like India A BIG shift of capital flows is comingmatter of time"  
[X Link](https://x.com/connectgurmeet/status/1981954132740280683) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-25T05:21Z 205.9K followers, 135K engagements


"Emirates NBD investin 26800cr in RBL Sumitomo 15000cr in Yes bank Warburg n Abu dhabi in IDFC International Holding 8800cr in Sammaan Blackstone 6000cr in Federal Let some FIIs sell.long term money n FDI is coming India story is structural n banking reforms XXX is loading"  
[X Link](https://x.com/connectgurmeet/status/1982424082005258629) [@connectgurmeet](/creator/x/connectgurmeet) 2025-10-26T12:28Z 205.9K followers, 77.3K engagements