Shorting India…
…has now become an international norm.
Institutions are angry.
Tax surprises.
Massive corruption. At every step.
Slimy Indian counterparts. That’s us, right?
Lack of ability to understand how our system functions. If at all.
Prominent world leaders have written us off.
Soros et al are out with a…
…vengeance.
BooHoo.
Nobody likes us.
Which is ok.
Why?
It’s ok for now. As we get fully invested. No or minus hype factor, our shining ex-examples now shorted down to triple digits, should we start to cry and call it a day?
NO.
This is the time. To, slowly, get, fully, invested. Period.
When there will be hype, it will be accompanied by a hype-multiple. That’s exactly not the time to attempt full entry.
And there will be hype.
Where else is there ample growth?
Young, ‘hungry’, consuming, raring to go population?
You see, you can’t make robots consume. Humans are another story.
Where else is there ‘jugaad’?
This is the output Claude just gave for ‘jugaad’ : ‘At its core, jugaad is the art of getting something done with whatever is at hand—finding a clever, low-cost, unofficial fix rather than the “proper” (and usually expensive or unavailable) solution. It carries a sense of ingenuity under constraint: making do, hacking together, improvising a path through obstacles that a rulebook says shouldn’t be passable.’
Come on, dear shorting Western counterparts (of course I’m not shorting, I’m as long-long-long India as one can get), don’t you see it?
This is a thirty year story unfolding.
Time to get in, and stay in, is now.
Your quarter to quarter focus is so short-sighted, that even the optician doesn’t have appropriate glasses for you.
What can one say for the likes of Soros et al? Wrt the ideology that a country needs to be taken down financially, latest exploit Thailand, failed at India takedown attempt 1.0, did you, with three lending banks going down? Right? Either involved in current attempt or planning 2.0 currently, right?
Our sentiment is raked up. We will face. And overcome all shorters. In the long run.
More and more of the populace is moving its savings to its own markets.
Barely lets say 15% or less have demat accounts in our country.
Imagine the kind of money going in when this number tops 50%, which is the case in the countries shorting.
At current stand, our own very DII inflow, of which SIPs form a bulk, has managed current onslaught very reasonably. At 50%+, FII activity will not have any significant effect. It does now, not to a great extent, but to a visible one.
We are getting there.
Till then, there will be bumps.
Use the bumps.
In some years, one won’t get reasonable entry.
magic bull 