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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 15

The Nifty–Gold ratio is back in the danger zone.

And if history rhymes, the next move in Nifty could be nothing short of explosive.

Let’s break down this silent market signal that few investors ever talk about.

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What is the Nifty–Gold Ratio?

It’s simple: Nifty 50 ÷ Gold price (in INR).

When the ratio falls, gold outperforms (fear).
When it rebounds from historic lows, Nifty surges (confidence).

Think of it as India’s fear vs. greed meter.

Here’s the shocking pattern:

Whenever the ratio drops into the 2.3x–2.7x zone, Nifty doesn’t just rise—it rips higher.

Four times in 20 years.
Four monster bull runs followed.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 10

From "Dead Economy" to Diplomatic Darling,
Why Trump’s Mood Swings on India?

India’s GDP is set to grow at 7% this year.

But just weeks ago, Trump called it a “dead economy.”
Then he slapped 50% tariffs.
Then called Modi a “good friend.”

What’s going on?
Let’s unpack this wild economic rollercoaster

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It started like a punch in the face.

Early August 2025: Trump calls India’s economy “dead” in a fiery speech, claiming it was taking advantage of the US while being “useless” in return.

Then came the first tariff—25% on Indian exports.

Markets trembled.

Then came another—an additional 25% penalty.

Now Indian exports were under a 50% tariff wall overnight.

The damage was instant.

India’s seafood, textile, and jewelry exporters went into panic mode.

Jobs at risk. Orders cancelled. Ports jammed.

A quiet shock rippled across Surat, Tirupur, and Visakhapatnam.

Even pharma firms started seeing delays.

And the Indian rupee?

Dropped like a rock.

Read 12 tweets

Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 8

Japan was once an unstoppable force.

World’s 2nd largest economy for decades

The land of Toyota, Sony, and bullet trains

Synonymous with productivity and resilience

For India to surpass it wasn’t just unlikely…
It sounded audacious.

Yet here we are.

India is officially the 4th largest economy in the world.

We’ve overtaken Japan.

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What made this possible?
Not a single government or one industry.

It was the collective ambition of 1.4 billion Indians —
From software engineers in Bengaluru,
to textile workers in Surat,
to pharma pioneers in Hyderabad.

Millions of small pushes → one giant leap.

But here’s the truth:
Being the 4th largest economy is not the finish line.

Because GDP in total ≠ GDP per person.

India’s GDP per capita is still a fraction of Japan, Germany, or the U.S.
That means:

A Japanese worker still earns 5–6x more than an Indian

Living standards lag far behind

Inequality remains high

Read 8 tweets

Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 7

Gold vs Dollar – Who will win this Silent Currency War ?

1/ For 80 years, the U.S. dollar has ruled global trade.

👉 59% of world’s FX reserves are still in dollars.

👉 Nearly 85% of cross-border trade is dollar-settled.

But a quiet shift is happening… and it starts with Gold.

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2/ Central banks are buying gold at record pace.

🔸 2022–23 saw the highest net gold purchases in 55 years.

🔸 India, China, Turkey, Russia – leading the charge.

🔸 Why? To reduce dependence on the dollar.

3/ History lesson 📖

1944 – Bretton Woods made the USD king, pegged to gold.

1971 – Nixon “closed the gold window,” dollar became fiat.

Yet the dollar kept its dominance as the world’s reserve currency.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 5

58 years.
That’s how long the Amul Girl has been one of the world’s longest-running advertising campaigns.

Here’s why this cartoon never aged, while other brands keep rebranding and fading away:

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When Amul launched its butter in the 1960s, Polson Butter dominated the shelves.

But Amul did something different:
Instead of celebrities, it gave India a face that belonged to everyone.

A chubby, wide-eyed girl who could say anything without offending.

Why did it work?

Because she wasn’t selling butter.
She was selling commentary.

Every billboard became a mini newspaper headline—witty one-liners that captured India’s mood.

From politics to Bollywood, cricket to scams—Amul ads became India’s unofficial timeline.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 4

India just dropped its biggest GST reform in 6 years.

GST slabs have been slashed.

Essentials are cheaper.
Luxuries are taxed more.
And it could cut inflation by 1.1%.

Here's what just happened
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GST used to be complicated.

There were 4 tax slabs: 5%, 12%, 18%, and 28%.

Confusing. Messy. Nightmare for small businesses.

So the govt did what few expected:
Collapsed 4 slabs into 2 main rates:
→ 5%
→ 18%
Plus a separate 40% slab for sin and luxury items.

Simple. Aggressive. And it's already shaking the market.

From September 22, 2025, this new GST regime begins.

And here’s how it affects your life:

1. Daily essentials? Cheaper

Shampoo, toothpaste, hair oil, soaps
Steel utensils, Indian breads, packed snacks

All moved into the 5% slab (or exempted in some cases).

No more 12% or 18% tax on basic use items.

Everyday India just got a cost-of-living cut.

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