Nirav Kanodra @niravstoons Twitter profile

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Nirav Kanodra

@niravstoons

5 years

My predictions for coming decade (in a thread of thread format) ...

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Nirav Kanodra

@niravstoons

2 years

Foxconn was plastic toys guy. Nokia was furniture and lumber company.

Madhavan Narayanan

@madversity

2 years

#RaghuramRajan raises serious questions on Modi govt subsidies for manufacturing. "What competence does #Vedanta have to make chips?". Slams incentives for industrialists (Read: #Freebies )."Who picks them?" Outspoken interview to @MythiliBhusnurm of @ETNOWlive

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Nirav Kanodra

@niravstoons

4 years

Well to subsidize rich farmers we need to tax something else.

Shashi Tharoor

@ShashiTharoor

4 years

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Nirav Kanodra

@niravstoons

5 years

Some one left his wife and dedicated life to serving others ... Gautam Buddha comes to my mind

Anurag Kashyap

@anuragkashyap72

5 years

Jiski biwi chhod ke chali jaati hai aur family nahin hoti hai , pata hai na aagay chal ke woh kya banta hai ? Modi ji se poocho ??

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Nirav Kanodra

@niravstoons

4 years

Latur shows the way for Marathwada farmers - Business Line Grow less rice, wheat and sugar cane. Grow Papaya, Pomegranate, chillis, custard apple which need less water.

Latur shows the way for Marathwada farmers

After facing severe droughts for several years, farmers in western Maharashtra have turned the corner through imaginative cultivation methods

www.thehindubusinessline.com

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Nirav Kanodra

@niravstoons

2 years

RIP Anshu Jain. He broke the glass ceiling and he is the reason lot of Indians joined sales and trading roles in global investment banks. While I never worked in DB, the guy who hired me in Merrill Lynch out of campus was ex DB, and rated Indians highly …

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Nirav Kanodra

@niravstoons

3 years

GDP is Flow. (Annual Income) Assets are Stock (Wealth) Comedians should not joke about what they don’t know.

Kunal Kamra

@kunalkamra88

3 years

Only in India can someone sell 6 trillion worth of assets to deliver on a 5 trillion economy promise & “Bhakts be like Modiji ne kiya hai toh soch samajh ke hi kiya hoga 😭😭😭”

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Nirav Kanodra

@niravstoons

5 years

Lot of people are calling for a closing of stock markets too. I think its a terrible idea in an emerging market like India. These are my thoughts why ... 🧵

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Nirav Kanodra

@niravstoons

3 years

Thanks @gautamgambhir ... that guy (and his older brother) were friends in my school. Their mom was a teacher in the same school

Gautam Gambhir

@GautamGambhir

3 years

The bed had been made available, but the patient couldn’t be moved. Hav arranged fr oxygen fr the patient

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Nirav Kanodra

@niravstoons

5 years

In between - buy a house for parents, pay more in stamp duty than JNU guy pays taxes over a decade in pointless PhD program.

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Nirav Kanodra

@niravstoons

4 years

It’s a big loss. Big big loss. Only those who travel by public transport in Mumbai should comment.

Faye DSouza

@fayedsouza

4 years

This is such a massive victory for the citizens of #mumbai

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Nirav Kanodra

@niravstoons

5 years

After the news of Yes Bank's AT1 Bonds going to zero a thread on Capital Structure of a Bank (any typical Bank) cc @teasri @deepakshenoy @andymukherjee70 @IndradeepKhan @RajeevthePawar ( #FF all above handles for Indian Finance)

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Nirav Kanodra

@niravstoons

1 year

I have one Darshan Hiranandani anecdote. My dad is a small construction contractor, making some construction equipment. He was doing some project for Hiranandani developers - and was elated after my 10th standard results - gave sweets to all workers on that construction site

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Nirav Kanodra

@niravstoons

3 years

Auto driver says - Google Pay kar do .., and I said Google pay nahi hai He says - kaise Aadmi ho, padhe likhe ho, international terminal se aaye ho aur Google pay nahi 🤷🏽‍♂️ This payment system is really awesome. (My cab ride stories too)

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Nirav Kanodra

@niravstoons

3 years

India grows 20% more rice and wheat than it consumes. Left to rot in FCI godowns. But imports edible oil. Misallocation of resources 101.

Amar Govindarajan

@amargov

3 years

India currently imports 55 per cent of its edible oil. Becoming self-sufficient in producing edible oil will help India attain food security and save the country thousands of crores that it spends on importing it.

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Nirav Kanodra

@niravstoons

2 years

Achanta Sharath Kamal what a champion in #TableTennis Mens singles 🥇 Mixed doubles 🥇 Mens team 🥇 Mens doubles 🥈 What a #legend #CWG22 #CWG22india

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Nirav Kanodra

@niravstoons

5 years

Now isn’t @AatishTaseer a British citizen, and a US Greencard holder? Does he want Indian citizenship? Or an OCI/PIO card?

Aatish Taseer

@AatishTaseer

5 years

My mother is a Sikh, my biological father was a Muslim, my adopted father—a Hindu. In all official documents, my religion status stays blank. Does religion determine I am an Indian? It never did and I hope it never does. #OneIndia #India

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Nirav Kanodra

@niravstoons

4 years

Why isn’t US taking about what’s going on in India? - largest manufacturing of #Vaccines - peaceful elections - let it be municipal or state - large infrastructure push building expressways and railway freight corridors - stood upto China in Ladakh and peace pact with Pak

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Nirav Kanodra

@niravstoons

3 years

Toshiba to manufacture Lithium Titanium Oxide batteries in Sujuzi plant in Gujarat. These things will be a game changer in battery technology and electric vehicles in India.

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Nirav Kanodra

@niravstoons

3 years

Landed in Mumbai airport at 230am. Saw Uber and Pre paid taxi booking would take time. So took an auto rickshaw from public stand. When I reach home realised my india wallet doesn’t have enough ₹₹₹ Called home and parents don’t pick up. …

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Nirav Kanodra

@niravstoons

5 years

@JiayangFan In HK your hierarchy - westerner (White) > British/American/Canadian Chinese > Cantonese speaking HK > mainlander > Indians / South Asians > African origin people ... White / Yellow / Brown / Black ...

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Nirav Kanodra

@niravstoons

3 years

Sadly Maharashtra is lagging behind in the land acquisition for the #WDFC which gives opportunity for #Mundra #Kandla #Piapavav ports to get more business and industrialisation shifts to Gujarat

Will the delay in acquiring land in Maharashtra for Dedicated Freight Corridor project affect JNPT...

The greater the delay in acquiring land in Maharashtra the more the losses the JNPT could incur. Currently, the flagship DFC project faces major land acquisition bottlenecks in 16 locations in...

economictimes.indiatimes.com

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Nirav Kanodra

@niravstoons

6 years

India has 30 states. Some will have higher unemployment than average. Some will have lower unemployment than average. That's how averages work. For any statistical indicator.

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Nirav Kanodra

@niravstoons

4 years

Opposing the biggest infra project which paved the way for progress in 2 states and provided drinking water in arid regions, generated electricity for many. This is classic case of vocal minority opposing the eminent domain. Gains were far dispersed and huge.

Gargi Rawat

@GargiRawat

4 years

This was me around 21-22. Went for Rally for the Valley, to the Narmada valley MP, to protest against the displacement due to the Sardar Sarovar Dam & for rights of tribals/villagers. There were foreigners, students, activists, filmmakers whatnot. Can’t imagine now #DishaRavi

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Nirav Kanodra

@niravstoons

1 year

That’s it … my son got … 93.67% Anyways Mr Hiranandani Senior was pleasantly shocked (not a lot of construction contractors have kids who study too hard) … That whole expression of shock my dad conveyed to many family members and friends …

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Nirav Kanodra

@niravstoons

4 years

Singapore did away with loud speakers and added a radio channel. Those who want to hear can keep the radio channel on 🤷🏽‍♂️ Or an app on phone - which is linked at the time?

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Nirav Kanodra

@niravstoons

2 years

I actually met some one - a Malaysian Chinese economist who went to the IMF seminar in DC and he came back to Singapore singing praises about India. Different people see things through different biases?

Kaushik Basu

@kaushikcbasu

2 years

It was evident during my 2 days at the World Bank that India no longer commands the respect it once did as a beacon of hope for democracy & secularism around the world. We must work to change this. India has enough fundamental strengths to regain that global standing.

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Nirav Kanodra

@niravstoons

3 years

This thread seriously triggered me. Since it feels like my dads story. Only small difference. His situation was worse. My granddad worked as cashier in Scindia Steam Navigation. Grandmom was a home maker. They had 4 kids - and lived in a 2 room flat. (One was a kitchen) …

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Nirav Kanodra

@niravstoons

4 years

Call your constituents stupid and then blame them for not being smart enough. #GrapesAreSour #IntellectualYetIdiot

Shashi Tharoor

@ShashiTharoor

4 years

Of course I’ll be accused of elitism & pseudo-intellectual sneering, but can it be mere coincidence that the less people read, the lower literacy & social development they enjoy & the more they practice untouchability, the more they are inclined to vote for the BJP!?

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Nirav Kanodra

@niravstoons

2 years

@iZentwt @Pallavisms Japanese Kairetsu, Korean Chaebols, and Taiwanese all developed due to state subsidies and industrial policies

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Nirav Kanodra

@niravstoons

3 years

@ajay43 It’s because Savarkar wrote about first Indian war of of independence 1857. This written account immortalised it - instead of being called ‘Sepoy Mutiny’ Go deeper into the context. Don’t let your hate for some one blind you against the facts.

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Nirav Kanodra

@niravstoons

5 years

Abhijit Bannerjee has done research on poverty and experimental economics. RBI sets monetary policy, and regulator for banks. Different fields. A civil engineer with 30 years construction experience can’t run a refinery. A chemical engineer wouldn’t work in tunneling

News18

@CNNnews18

5 years

#AbhijitBanerjee also said that he would not accept the post of RBI Governor if it was offered to him

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Nirav Kanodra

@niravstoons

11 months

@sanjeevsanyal I really feel india might have had the same complacency in 11th and 12th centuries. Our universities got destroyed by book burners and internal divisions were exploited for a millennium

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Nirav Kanodra

@niravstoons

5 years

Pakistani Father. Sikh Indian mother. English (paternal) grand mom. Born in UK. English passport. US green card. American husband. When was this guy mainstream in India anyways? Obviously was living in an elite bubble.

Aatish Taseer

@AatishTaseer

5 years

My piece in this month’s ⁦ @TheAtlantic ⁩: “It was game over for my sort of person in India. We had been so blithe, so unknowing, so insulated from a wider Indian reality that it was as if we had prepared the conditions for our own destruction”

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Nirav Kanodra

@niravstoons

3 years

Air india flight is only one going in to evacuate indian citizens stuck there

@quebectango - find me on the place without clouds

@QuebecTango

3 years

Air Traffic Control: Avoid the area - there's a war on! Air India: LEEEEEROOOOYYYYY JEEEENKINNNNS!!!

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Nirav Kanodra

@niravstoons

4 years

Economy is slowing, so tax collections are lower. #IRS officers say raise taxes which will slow economy more putting it in a death spiral There is a serious flaw in training of bureaucrats who have no clue of how real world works.

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Nirav Kanodra

@niravstoons

1 year

@Bhumiputra36 @Sneha_117 When projects by Posco, Tata and Vedanta are shelved … why would one invest in Orissa?

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Nirav Kanodra

@niravstoons

3 years

Today’s big #Gaffe by the #DelhiCM Little does he realise he has the #DelhiVariant of the #FootInTheMouthDisease This has had a lot of repercussions ... for Indians all across the world ...

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Nirav Kanodra

@niravstoons

3 years

Congrats 👏 👏 👏… Nice stuff NDTV

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Nirav Kanodra

@niravstoons

3 years

Great pic of Maha Trans Harbor Link #MTHL Pic courtesy ⁦ @rsrikanth05 ⁩

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Nirav Kanodra

@niravstoons

3 years

India is an entitlement society instead of a producer society. It takes money to build scale, to do things faster (diseconomy of scale, cost of faster production) Poonawala, Krishna Ella (of Bharat Biotech), Dr Reddy’s (mfg of Sputnik) and Zydus Cadilla need to be thanked

D.Muthukrishnan

@dmuthuk

3 years

We need to be grateful to Serum Institute of India and Bharat Biotech. The curse of the nation is some wanting everything to be free and consider commerce a dirty word.

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Nirav Kanodra

@niravstoons

5 years

@muglikar_ This one has land acquisition issues. It’s very much needed - and will increase business in the Mumbai - Surat - Ahmedabad corridor. Mumbai needs to develop radially - north to Surat - north east to Nasik - south east to Pune (already done) - south to Konkan

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Nirav Kanodra

@niravstoons

3 years

Now India also facing coal shortage Energy crisis is going global.

Explainer: Why is India facing a massive coal supply shortage?

Coal accounts for over 70% of India's electricity output, and utilities account for about 75% of India's coal consumption.

www.business-standard.com

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Nirav Kanodra

@niravstoons

2 years

Ravi Mattoo at Lehman was IIMA and then did a PhD in US and got a lot of IIM students in fixed income research in NY … But Anshu Jain - got Indians in trading, sales and structuring. In 2006 we grads were called the Indian Mafia in London … we were Anshu’s boys (and girls)

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Nirav Kanodra

@niravstoons

1 year

Niranjan Hiranandani was present, and he asked my dad - how much did your kid get - and if you saw my dad - you would think … small businessman, might not appear sophisticated - in a condenscending manner. He boasted his son Darshan got 88% in ICSE … my dad coolly replied…

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Nirav Kanodra

@niravstoons

4 years

Actually I disagree with the author on a few points. Few reasons I am bullish about India (no I don’t think it’s a super power or next China ... but a better India) ... a 🧵

Andy Mukherjee

@andymukherjee70

4 years

This is the most personal thing I’ve ever written. A lot of you won’t share my pessimism. That’s fine. I, too, swing between blinding hope and crushing despair. But how about a “behind-the-scenes”? A short thread to set the context for this long piece?

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Nirav Kanodra

@niravstoons

6 years

@SarahTheHaider Selfish Gene by Richard Dawkins

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Nirav Kanodra

@niravstoons

5 years

Was having a Dosa at a local Malay Food court in Singapore ... Who do I bump into? @chetan_bhagat

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Nirav Kanodra

@niravstoons

2 years

Anshu was the co CEO of Deutsche Bank and pushed a boring commercial bank to a powerhouse in fixed income - especially in derivatives business. A generation or two of Indians in finance owe it to him. He is the giant whose shoulders we all have stood on.

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Nirav Kanodra

@niravstoons

4 years

@deepakshenoy No - 90% effectiveness means 90% will get immunity with one shot. Which means only 10% are vulnerable if exposed. Given 90% are immune the probability of transmission drops massively. (Add to that masks, social distancing, washing hands and rapid testing) This is massive

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Nirav Kanodra

@niravstoons

5 years

Today is April 14, 2020. Let me tell you the story of something interesting happened on April 14th, 1944 at about 4pm in Bombay ... Its a first hand story, told to me by my Grandfather who was on the scene at Victoria Dock (also known as Princess Dock) Bombay ... 1/n

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Nirav Kanodra

@niravstoons

5 years

I believe in multiple Goddesses Till 25 worshipped Saraswati, Since then worshipping Lakshmi ... There might be multiple universes, multiple dimensions ... then why 1 God? Believe in plurality

Rana Ayyub

@RanaAyyub

5 years

La ilaha illallah.

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Nirav Kanodra

@niravstoons

3 years

Sad thing is where infra has most multiplier effect - politicians don’t care.

Amit Paranjape

@aparanjape

3 years

Purvanchal Expressway looks great! Someday...we will see a eway like this between Pune - Kolhapur...all the way to Bengaluru...? I guess, the economic impact of the Pune - Bengaluru corridor must be orders of magnitude higher than the Purvanchal area.

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Nirav Kanodra

@niravstoons

5 years

3. Countries which have done this earlier - Pakistan in 2008 - when it opened few months later opened 50% lower. Philippines shut for a day - it opened 24% lower with just 2 days later. Finance and Markets is a confidence story. Lose it, tough to gain back

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Nirav Kanodra

@niravstoons

3 years

3. Take a loan. Pay it off after you start earning. If your degree can’t help you pay a loan, then it’s just a vacation abroad and socialising with others and having a fun time. Why should others pay for it 🤷🏽‍♂️

Abhishek Dwivedi

@Rezang_La

3 years

I am just amused at all these requests for donations for doing masters abroad. 1. You are a graduate. Work for two-three years, earn and self-finance. 2. Earn a full scholarship. If you can't do 1 or 2, you don't deserve that course.

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Nirav Kanodra

@niravstoons

3 years

With 40 odd unicorns - Indians are doing well in india too. It’s a question of some small % who are at the top anyways. (Not every indian American is a CEO)

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Nirav Kanodra

@niravstoons

5 years

10. Reduced trading hours, tighter circuit breakers, more time out once a circuit breaker is hit could be done. Most important is confidence. That’s what’s needed.

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Nirav Kanodra

@niravstoons

4 years

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Nirav Kanodra

@niravstoons

3 years

This takedown by liberal elites … makes one infuriated even more. He has done more wealth creation for himself and his employees vs liberals who have ‘sinecures’ as jobs in ‘journalism, bureaucracy and academia’ without taking much risk … And laughing on poor plebs

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Nirav Kanodra

@niravstoons

3 years

Somethings never change. My dad still whips me in #Chess At @godoolally #Taproom #Andheri

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Nirav Kanodra

@niravstoons

5 years

People don’t travel to India due to - perception about safety (of women in particular) - cleanliness - internal transport infra Haven’t met someone who said - visa fee is low, let’s travel to India.

Amitabh Kant

@amitabhk87

5 years

Incredible India gets a boost: With GST on hotels reduced from 28% to 18% & from 18% to 12% & visa fee reduced to $25 & $10 for off season , all bottlenecks for travel & tourism industry have been removed. It’s now for the industry to deliver big time on growth & jobs.

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Nirav Kanodra

@niravstoons

4 years

Few things done right. Cultural reference to Ramayana and Hanuman getting Sanjeevni herb Correct map of India

Jair M. Bolsonaro

@jairbolsonaro

4 years

- Namaskar, Primeiro Ministro @narendramodi - O Brasil sente-se honrado em ter um grande parceiro para superar um obstáculo global. Obrigado por nos auxiliar com as exportações de vacinas da Índia para o Brasil. - Dhanyavaad! धनयवाद

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Nirav Kanodra

@niravstoons

4 years

🤦🏽‍♂️ Anyways I am a migrant too. Left Mumbai for Ahmedabad for an MBA. Got a job in London, then Dubai, then Singapore ... #MainBhiMigrant Please pity me - I too am like the poor daily wagers walking from Bangalore/Mumbai to UP

Rohini Singh

@rohini_sgh

4 years

I am a migrant too. I left Lucknow long back for college in Delhi and have been here since. Your story? #MeTooMigrant

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Nirav Kanodra

@niravstoons

11 months

@mavericksurya13 @Parody_acounts India has capacity constraint. Need more airports, more flights, more hotel permits. Need better land acquisition laws, better labour laws … and frictionless travel.

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Nirav Kanodra

@niravstoons

5 years

This flip flopping each time government changes makes us a banana republic. Reduces international credibility and this uncertainty causes cost over runs -> pushes contractors to default on banks, which need to be bailed out. Political vendetta at what cost?

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@nawani10

5 years

I see the storm coming - 1) Bullet Train Project shelved (Crores down the drain) 2) Metro 3 if depot relocated at BKC, Atleast 2-3 years of delay 3) GMLR will not see daylight 4) Line 2B, 4 & 6 will look half baked 5) Line 8,9,10,11,12& 13 will never go on ground 6) Back to 90's

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Nirav Kanodra

@niravstoons

5 years

@muglikar_ Hopefully no one can form the government and re election. Else - government falls in a year due to fight between Sena and NCP.

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Nirav Kanodra

@niravstoons

2 years

My personal interaction with him was only one networking event, and I shook hands with him for like 10 seconds. But he was a great cricket fanatic, astute businessman, visionary and a leader. Condolences to his family and all people whose careers he helped shape.

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Nirav Kanodra

@niravstoons

4 years

How much does it cost to roll a barrel of oil? May WTI futures are $14.5/bbl. June WTI at $23.5/bbl 60% of cost of a barrel is to roll it a month No one wants delivery now. Demand is down 40% and storage tanks are full Cheapest place to store oil? Inside the well. #OOTT

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Nirav Kanodra

@niravstoons

5 years

Sharad Pawar - it wasn’t me, but my nephew. Suresh Raina - 😂🤣😂where did I hear that before?

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Nirav Kanodra

@niravstoons

5 years

RBI bought gold at a lower price. Smart time to take some profit? In its reserves - there are hard currency (USD, EUR, JPY) assets like government bonds and Gold. With price rise in Gold the allocation has increased - so sensible to sell some and rebalance?

Sitaram Yechury

@SitaramYechury

5 years

Modi government going bankrupt? Selling people’s wealth to meet its profligacy and for its propaganda, spin and spreading of untruths.

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Nirav Kanodra

@niravstoons

5 years

In 1992 December there were riots around where I lived in Mumbai. 1993 there were bomb blasts in the city. Some people who died were acquaintances of my parents. 2005 bomb blast in a train. 2008 Mumbai attack ...

Anusha

@anusharajan_

5 years

Dear Hindus, Were you ever denied a rental application because you were a vegetarian? Was your family lynched because you were Upper Caste? Has your place of worship ever been destroyed IN YOUR LIFETIME? Has it ever happened personally TO YOU? How, exactly, are you under attack?

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Nirav Kanodra

@niravstoons

5 years

Thread on China - the back story, predictions for 2020s and comparisons with India 🧵

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Nirav Kanodra

@niravstoons

3 years

#Gujarati #Thali with mom #Rasotsav

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Nirav Kanodra

@niravstoons

4 years

I live on a flat island on the equator. And they tax cars a lot.

Siddharth Bakaria

@SidHimachal

4 years

What is stopping you to do this ?

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Nirav Kanodra

@niravstoons

5 years

I just realised @AatishTaseer is like a representative of all minorities in India - Muslim father (and an English grandmom who was Christian before marriage) - Sikh mother - married to a American white guy How many circles intersecting in the Venn Diagram?

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Nirav Kanodra

@niravstoons

3 years

NRIs didn’t get in due to diversity. Most of them got in through masters program in STEM degrees. Next set of people got in through L1 visas in Indian tech companies. 3rd set went as blue collar working in 7-11 and gas stations. No where were there diversity quota

Vidya

@VidyaKrishnan

3 years

The diversity rhetoric in the US has lubricated the advancement of NRIs- w/o noticing how homogeneous the growth Indian diaspora has been limited to upper caste immigrants. So many of them are selfish/conservative & hateful who need to be called out every single time.

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Nirav Kanodra

@niravstoons

5 years

Wheat Sugar and Rice takes up a lot of ground water. We grow enough, and need a nudge to even substitute in our diet with local cereals / millets. Reduce MSP for WSR, increase for Bajra/Jowar/Ragi And nudge people to eat healthier. Diabetes is also endemic.

Dr Arvind Virmani (Phd)

@dravirmani

5 years

#IndianEcon The Wheat-Sugar-Rice ( #WSR ) economy and the polices used for 6 decades to promote & protect it, have reached a complete #DeadEnd . A paradigm shift in Policy & institutions is necessary to empower farmers & provide critical #Public (& Quadi-Public) #Goods to Farmers.

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Nirav Kanodra

@niravstoons

5 years

US GDP 21 trillion, China 14t, India 3t Even GDP weighed india should have 2000 diplomats. Can we double in 5 years?

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Nirav Kanodra

@niravstoons

4 years

Officially the summer season has begun #alphonso #haaphus

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Nirav Kanodra

@niravstoons

4 years

If you look at the ODI and T20 series ... the commentator Sanjay Manjrekar didn’t want Jadeja and Hardik Pandya in the team. Shows you how much out of touch he is with cricket ... since 1989 ... #cricket #AUSvIND

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Nirav Kanodra

@niravstoons

4 years

The White Man in That Photo

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Nirav Kanodra

@niravstoons

2 years

1 mn 'Make in India' iPhones shipped in Q1 2022 as Apple grows 22% | Business Standard News

1 mn 'Make in India' iPhones shipped in Q1 2022 as Apple grows 22%

Apple shipped nearly 1 million 'make-in-India' iPhones in the country in the first quarter of 2022, a massive jump of 50 per cent in iPhone shipments from within the country

www.business-standard.com

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Nirav Kanodra

@niravstoons

5 years

1. India has a large % of Foreigners (FPI or Foreign Portfolio Investors) invested in the market. India depends on foreigners buying its asset to fund for its net imports. If they cant sell, it creates a red flag and will be dropped from Stock Benchmarks like MSCI

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Nirav Kanodra

@niravstoons

5 years

@Wealth_Park People wearing torn underwear for longer. Bahar se sab sahi hai, par andar chaddi fati padi hai. Exact metaphor for economy.

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Nirav Kanodra

@niravstoons

3 years

Apple market cap is ‘Stock’ GDP is ‘flow’ (output per year) Comparable metric might Apple more valuable than top 50 indian stocks (NIFTY) Or apple sales vs India GDP …

Asha Jadeja Motwani 🇮🇳🇺🇸

@ashajadeja325

3 years

So Apple is now bigger than India. Apple - $3 trillion. India - $2.7 trillion. Hope this shames those in bureaucracy who beat down growth efforts with a poverty schtick.These are not either/or. Growth sectors can & must be allowed to grow freely as poverty alleviation continues

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Nirav Kanodra

@niravstoons

5 years

Bengal was prosperous due to agriculture and agri industry. Also it had ports connecting it to outside world and rivers connecting to hinterland. Bengal doesn’t have one technology firm - and no new age companies today. Can name one startup into unicorn from WB?

Chandra Kumar Bose

@Chandrakbose

5 years

@AmbarSarkar Rubbish- we would have had undivided Bengal, most powerful & prosperous State in the country

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Nirav Kanodra

@niravstoons

3 years

Actually - Sabarmati water front was a mess - slums, mucky mud roads ... that walk is beautiful. Why is Anish Kapoor or Amitav Ghosh’s opinion about Bimal Patel’s capability more important than awards which he has - Aga Khan award for architecture?

Amitav Ghosh

@GhoshAmitav

3 years

The architect who's redesigned New Delhi's Central Vista "has destroyed the city of Ahmedabad by cementing over the banks of the Sabarmati river that runs through it, he is in the process of ruining Varanasi..." Must read piece by the great Anish Kapoor.

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Nirav Kanodra

@niravstoons

3 years

In India and Singapore your status is on an app. East is moving ahead on digital governance.

John Burn-Murdoch

@jburnmurdoch

3 years

You love to see it

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Nirav Kanodra

@niravstoons

3 years

None of them are bigots. All of them studied hard - my dad started his own business, (was a Gold medalist in Electrical Engineering) his one sister is a CA and other two siblings are all actively working in their 60s

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Nirav Kanodra

@niravstoons

5 years

Bangladeshi can get an employment visa legally. (Subject to minimum salary laws) Bangladeshi can setup a firm subsidiary in India. If he wants citizenship can get it by naturalisation. Was true pre CAA. Just like Satya wasn’t an illegal immigrant in the US

Ben Smith

@semaforben

5 years

Asked Microsoft CEO @satyanadella about India's new Citizenship Act. "I think what is happening is sad... It's just bad.... I would love to see a Bangladeshi immigrant who comes to India and creates the next unicorn in India or becomes the next CEO of Infosys" cc @PranavDixit

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Nirav Kanodra

@niravstoons

5 years

5. Why Care about foreign investors? Well if they cant sell Nifty - they will sell Nifty Futures on SGX and even short sell the currency (INR) offshore using NDF (non deliverable forwards) Very few own stocks in India, but all will be hit by higher inflation with weaker ccy

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Nirav Kanodra

@niravstoons

3 years

And yes - my dad studied in Gujarati Medium … in Mumbai His lack of speaking English - despite being a top ranker - couldn’t get him a job in Siemens or L&T or Telco … Forced him to join ECE (a birla company) which he quit in a year and half to start his own business.

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Nirav Kanodra

@niravstoons

5 years

2. If there is no good news between closing of the market and reopening - the market just gaps down lower. This actually increases the Volatility and 'Value At Risk' - this VaR shock makes people believe that its riskier and hence invest less in India

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Nirav Kanodra

@niravstoons

11 years

@sidin see @jrvarma on his blog http://t.co/0nqGgBpSAM , http://t.co/MInscv4aEl and http://t.co/aU4sJNEg32

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Nirav Kanodra

@niravstoons

4 years

Architect of IIM Ahmedabad campus

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Nirav Kanodra

@niravstoons

3 years

How much CO2 emissions does a metro save per year. And how much does a delay cost? How much are 2000 trees worth and if they are planted elsewhere how would it work?

Tanushree Venkatraman

@tanushreevenkat

3 years

Join us at #ConnectKaro for a session with @AUThackeray where we explore his vision for a climate-forward Mumbai, and the role of climate leadership in India to help cities catalyze action on #climatechange mitigation and adaptation. #CK2021 Register:

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Nirav Kanodra

@niravstoons

1 year

@promila_agarwal My parents don’t leave any opportunities. (My sister is bigger academic achiever than me fyi) Don’t think my dad got many Hiranandani projects later. More with Lodha builders … That story some other day

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Nirav Kanodra

@niravstoons

3 years

It took Covid and panic to get things done. These could’ve been done in 2014 …

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Nirav Kanodra

@niravstoons

5 years

Thread on #GameTheory #prosonersdilemma and #Oil prices #OPEC #OPEC + #Shale

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Nirav Kanodra

@niravstoons

5 years

7. If india's financial markets keep functioning effeciently through the cycle - impact will be lower and actually the positive news will make next boom bigger.

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