Anshul Madan @Anshul_Madan
Views are personal. RTs not an endorsement Gurgaon, India Joined May 2013-
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RBI Sept Bulletin: Growth optimism soars! GST reforms to fire up consumption, kharif sowing to cool prices & CAD to stay low through FY26👇
Nice Antique note 👇 1⃣ MSCI India’s premium to MSCI EM now back to long term averages post underperformance 2⃣ MSCI India premium to MSCI DM has also normalized near long term averages 3⃣ India & Indonesia will deliver highest corporate earnings growth (CY25-27 CAGR) among EM
Nice article by Akash Prakash. Why are FPIs selling India? 🇮🇳💸 After five years of zero net FPI inflows and fresh YTD outflows, India’s underperformance isn’t about geopolitics—it’s positioning and price. •India is being used as a funding source: when other EM bets go…
Why is there even a concern? The value of gold with Indian household has gone up by $100 billion in last 1 month alone…. The total outstanding gold loan in India is only $30 billion. Gold loan in India will rise the way HELOC has risen in North America.
Sleep is the new super power .. it’s a miracle drug that no pharma company can replicate. Hope this helps you :)
How does one move beyond daily struggles and suffering to live a life of purpose and joy ? @chokhani_manish as always was kind enough to share some of his wisdom and life lessons in this chat. ✨ Manish comes from humble beginnings and today has created immense wealth for…
What is the India impact of US' visa fee increase, for H-1B work visas? US increased the H-1B work visa fees to $100k, from $4.5k earlier. This is applicable only to new applications for the next cycle in 2026 and only one-time. Over the weekend 1/6
DAM Capital on Trumps executive order on new H1B visa applications 👇 1⃣ Trump signs executive order imposing a $100,000 one-time fee on new H-1B visa applications. H-1B quota remains 85k/year (65k regular + 20k master's cap). Fee applies only to new applicants, not those…
In the last 48 hours a lot of chaos on this H1B visa issue has been cleared Now we know that this 100k$ H1B visa fee applies only to new visas, not renewals, and not current visa holders. It is NOT an annual fee. It’s a one-time fee that applies only to the petition. Those…
With all the chaos around the world, the only way out perhaps is to look inwards. Building better social and civic infrastructure, better education facilities and building on our own rich heritage and culture could be the answer. Few weeks ago , I travelled to Vrindavan with…
Wow …. I mean this is big change. Wall Street has too big an ego to allow GOLD in 60/40 portfolios. I am fond of saying … just follow the LIQUIDITY
In 2005, I returned to India to build a world class business school. Many questioned my decision, at personal and professional levels. As expected, the journey here is hard for academics and researchers. But there’s so much to build and create! There’s never been a single day of…
Listen Sarthak Ahuja on H 1B, I echo his views that in the mid to long term this is going to be beneficial to India. Big tech companies will invest heavy into India and Indian IT infrastructure is going to boom

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