Thoughts and Reports
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Gold… Is it getting rightly valued now
Gold is expensive today—and it should be. The global production of goods and services is vastly higher than it was a century or two ago. In a stable monetary framework, gold prices would have reflected this long ago. However, the rise of fiat currencies distorted this relationship by offering returns through interest, detached from real… Continue reading
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Back ground of my system of analysis
Someone asked me how I got involved in shhere of equity analysis while have had varying career streaks. And the answer to this is as follows. In fact I have been thickly involved in markets even when I worked in other capacities. My involvement in different types of industries and businesses has given me deep… Continue reading
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About gold
Gold and other precious metals are currently trading at historically elevated levels, making it difficult to define a clear price range either in the near term or the long term. Such phases are not unprecedented. History shows that sharp rallies in precious metals are typically driven by heightened geopolitical tensions, inflation fears, currency debasement, and… Continue reading
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Impetus to manufacturing
If India wants manufacturing, jobs, and exports, capital investment must be rewarded — not delayed.The Government of India should allow companies complete flexibility to write off expenditure on machinery and equipment, including the option to expense 100% of the cost in the first year itself.Why this matters• Immediate write-offs push profitable companies to reinvest surplus… Continue reading
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A Case for Gold-Convertible Currencies
A Case for Gold-Convertible Currencies — Not Nostalgia, but StabilityWhat if every central bank issued a gold-convertible currency, digitally issued, at a clearly declared rate?Not a return to a rigid global gold standard.Not gold equal to GDP.Simply convertibility as a credibility anchor, with markets deciding relative worth.For convenience and transparency, a unit of currency could… Continue reading
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India’s Debt and Gold
An idea worth debating At current prices, about 4,642 tonnes of gold can settle India’s entire external debt of ~$726 billion.Estimates suggest that Indian households hold between 25,000 and 32,000 tonnes of gold — far more than what would be required for this purpose.Imagine, even conceptually, if a fraction of this idle wealth were monetised… Continue reading
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About Gold and Silver
I may be wrong, but there is one piece of advice I feel compelled to share with my own people.Gold and silver have become expensive—and they have stayed that way for a while. When prices were rising quietly, it felt natural to simply watch and feel reassured. But now the narrative has changed. Ideas are… Continue reading
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Emit Light
Some people shine only when a spotlight is put on them — their brilliance depends on position, platform, or power.Others emit light of their own — through clarity of thought, integrity of action, and quiet consistency. The former are visible when conditions are favorable.The latter are noticed because they create the conditions. In the long… Continue reading
Panch Tattva Wisdom 