Smallcap has outperformed midcap, but midcap is preferred for stability as smallcap has high risk

So, what if we combine smallcap high-returns with midcap stability?

The crazy part? In the last 15 yrs, Nifty MidSmallcap400 gave a 2380% return while Nifty50 gave 922%

A THREAD🧵 Even though they’re stable, large caps seem to have hit a ceiling and witness smaller growth compared to midcap and smallcap.

Because these are heavy machines that move slowly.

Shopping Malls are dying in India!

And no, online shopping is not the reason behind their decline

The crazy part? 21% of Indian malls have already turned into ghost malls & another 60% are on the way

THREAD: Why there’s been a 59% surge in ghost malls in India🧵 First, let’s try and understand malls as a concept.

In the late 20th century US, the first modern malls served as social hubs — a “THIRD SPACE” between home life and work life

— where people could gather, socialize, and spend leisure time.

PM Modi was recently asked about implementing inheritance tax

Many think it will solve for India’s wealth inequality

But even with this tax in Brazil, a nation like ours, the 6 richest people are richer than 50%

THREAD: Will it fix wealth inequality or rob the middle class Inheritance tax might be a bitter pill to swallow — a tax imposed on the transfer of property and assets from a deceased to their beneficiary.

The concept of inheritance tax is not American.

Indians have given up cooking.

They're spending more on takeouts, food delivery apps, and processed food.

The CRAZY part? The consumption of staples like rice, wheat and pulses has gone down from 24.2% to 10.5%.

Thread: Here's why Indians are spending less on food 🧵 If you want to understand someone better then look at their bills and you will find:

- What they prioritize
- What they ignore
- What they value

The same can be said when you look at a country’s bill of household expenses.

In 1974, a supermarket worker QUIT his job when he was asked to wear a tie

Later on, he went on to revolutionize Japanese clothing by making casuals the norm

And ended up becoming the RICHEST MAN IN JAPAN!

THREAD: Here’s how he built UNIQLO🧵 The initial life of Tadashi was just like any one of us.

He graduated from college, but he didn't want to work with his father in his suit & tie stitching store.

So, he took a job in a supermarket.

But he didn't like it there, so he resigned and joined his father's business.

In 1960s-80s, JAWA bikes created a cult in India that used to go toe-to-toe with Royal Enfield!

But eventually failed after Royal Enfield beat them to dust

60 years later now, they’ve re-launched to end Royal Enfield’s 96% monopoly

THREAD: The fall, and revival of JAWA 🧵 For people born in India before 1980s, Jawa, Yezdi and Royal Enfield were familiar household names.

Back in the day, Jawa had a cult following something which Royal Enfield enjoys now.

Every cool hero in Bollywood was riding a Jawa and Yezdi.

Tensions between Israel & Iran have led to fears of war

It seems like Israel has an upper hand with US backing it, but Russia has jumped in to back Iran

The reason? Iran has the power to disrupt 20% of the global oil flow

THREAD: Why US & Russia are fighting the proxy war🧵 When subjected to oppression, people inevitably rise & rebel, fighting back against those who oppress them.

Iran and Israel are the two countries that have demonstrated resilience by asserting their independence and dominance on global level.

PM Modi was sad that India is the 3rd largest generator of e-waste

So he set out to solve it by increasing repair & recycling of e-waste

The crazy part? This will generate over $20 bn per annum & create 5 mn jobs!

THREAD: How India can become a global Refurbishment Hub🧵 We've generated over 1.6 million tonnes of e-waste in the year 2021-22 and with that, India is heading towards a catastrophe, if not contained on time.

The substantial generation of electronic waste is a result of our inflated consumption

A few yrs ago, Makhana used to be an Indian snack that nobody paid attention to

Everyone thought it’s worthless

To their utter SHOCK, it’s now the most sought-after superfood on earth, selling at a 4000% profit margin!

THREAD: How India’s Makhana became the world’s Fox Nuts🧵 Makhana has been a part of India’s culinary and nutritional heritage for centuries.

They get special attention during Navratra and wedding season.

As they are used in various rituals and eaten during fasts as they have a high amount of protein that keeps you filled for long.

BookMyShow built a monopoly in India over 10 yrs

Until Paytm broke the monopoly by launching movie bookings inside its app

The crazy part? On top of that, Paytm even ate up 44% of its events booking market with Paytm Insider

THREAD: How BookMyShow fought & survived the storm🧵 When it comes to online movie & event ticketing business, BookMyShow had a near monopoly in India.

They broke apart the old notion that you have to stand in a queue and wait for hours to get a ticket.

Income inequality is important for India

Everyone thinks that addressing it alone would spur development

But most nations transitioning from developing to developed status experience high levels of income inequality

THREAD: Why income inequality is a necessary evil for India🧵 People have been saying that income inequality is now worse in contemporary India than it was under the British rule.

This oversimplifies the complex historical data and socio-economic development in both — colonial & post-independence period.

Although it’s a major issue today,

The most selling men’s facewash in India is not Garnier or Nivea or even Himalaya

It’s a company you might’ve never heard of — Cetaphil!

The crazy part? They hardly advertise & don’t even have good packaging unlike others

THREAD: How a boring pharmacy product beat the giants🧵 f you look closely at the men’s skincare market, you’ll see that men incline less towards skincare in general.

So, the best way to sell face wash to Indian men might not be trying to lure them through commercials focusing on the target customer.

Since Monday, over 100 Vistara flights have been cancelled

The reason? Tata is shutting down Vistara after merging it with Air India!

But when Vistara has become such an amazing brand that customers love, why get rid of it?

THREAD: Why Vistara is being taken off air🧵 The merger will be completed by mid-2025 but its turbulence can already be felt.

On 15th March, Vistara warned pilots to accept the revised contract by EOD or risk exclusion from Air India post-merger.

As a result, pilots are protesting & many of its flights have been canceled.

Kapil Sharma is quitting TV forever and taking his show to Netflix

Even though 90% of his audience is on TV and not on OTT

But why is he ditching his biggest audience?

THREAD: How Netflix is leveraging Kapil to make India its biggest market & what’s in it for him🧵 Over the last 2 yrs, Netflix has improved its content in India, tried to make it more India focused & filled up the library with the biggest blockbusters.

And despite trying all this, Netflix is not as successful in India as it wanted to be.

It is going through stagnancy.

Royal Challengers Bengaluru is the 2nd most valuable team in IPL

Even though they have never won an IPL trophy!

The crazy part? They are more valuable than the 5-time champion Mumbai Indians!

THREAD: How a trophy-less RCB became the biggest brand of IPL🧵 The first thing that comes in mind after reading that is — what is brand valuation anyway?

It is the process used to calculate the value of a brand or the amount of money another party is prepared to pay for it.

Bata is defaming its own brand by calling its footwear old-fashioned

And that too in its own advertisements!

But in a world where brands are trying to look fashionable, why’d Bata risk tarnishing its brand image?

THREAD: How Bata’s genius new strategy is a game-changer🧵 Bata is smart enough to communicate its brand identity in the same language that its potential customer speaks.

When we think Bata, what’s the first thing that comes to mind?

COMFORT!

Since 2014, Hotstar was trying to create a sports broadcast monopoly in India

Until Mukesh Ambani stopped them in their tracks

The crazy part? He’s going to make IPL FREE on JioCinema for second year in a row

THREAD: How he's planning Jio's next leg of growth with this move🧵 JioCinema’s holding company Viacom18 recently announced a merger with Disney.

With that, Reliance will literally own the whole of sports in India.

Now, a lot of people believe that Reliance is giving out IPL for free to make everyone an addict,

In 1993, Baskin Robbins entered India after conquering the world

Everyone thought it’ll FAIL to sell expensive icecream in a price sensitive India where Amul rules

But to their SHOCK, it became the No.1 premium icecream in the country!

THREAD: Why Baskin didn’t fail in India🧵 The ice cream market in India is a tough nut to crack.

Firstly, ice cream is a highly perishable item that needs a 24x7 refrigeration facility.

Then it has to be handled with care during transportation and delivery.

Bengaluru people are running back to their hometowns because of severe drought

In just few decades, the groundwater level in the city has dropped from 100ft to 1800ft

The crazy part? Govt is denying this water crisis!

THREAD: How Bengaluru went into this crisis & what’s next🧵 See, wherever you read, everyone is citing Cauvery river, lifeline of two states: Karnataka & Tamil Nadu,

— as the primary reason for the ongoing water crisis in Bengaluru.

Now understand that all rivers in south India rely on monsoon for their water supply instead of glaciers.

Paris & New York have become the beauty capitals of the world

But Seoul is on its way to destroy them!

The crazy part? This turned South Korea from one of the poorest economies, to Asia’s 4th Largest in the last decade!

THREAD: How beauty is building & breaking South Korea🧵 The South Korean economy traditionally relied on automobiles and electronics, but over time Korean Beauty has played a transformative role in diversifying its economy.

And it began to make a substantial contribution to economic growth and export earnings.

Today, India inaugurated its 1st underwater metro!

It’s a 45 sec underwater tunnel connecting Kolkata with its twin city, Howrah

The crazy part? This small, 45 sec tunnel will cut down the travel time from 90 mins by road to just 40 mins!

THREAD: how Kolkata created history🧵 Kolkata & Howrah have always been a busy hub of trade and factories.

People from all across India used to come to work in these two cities.

And because of all this congestion, public transport became a big issue there.