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PTQ3FY21… Week Ended 27/03/2026
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_ptq3fy21-returns-and-activity-activity-7443343761189031937-o6EF?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
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Foreign Banks and India
Foreign banks pulling back from physical expansion in India is often misunderstood as a signal about India. It is not. India’s financial system has grown many fold—size, depth, opportunity. That is precisely why global banks are not exiting, but recalibrating. The real shift is structural. Global banking is moving from “spread and scale” to “precision… Continue reading
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PTQ3FY21… Week ended 27/03/2026
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_ptq3fy21-share-7443343760639365120-s_66?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
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PTQ3FY21… Know it better
An Objective Assessment of the PTQ3FY21 (our model portfolio ) and its Investment SystemThe following note has been structured with the assistance of AI (ChatGPT) based on an objective analysis of the system and available data.Over the past few years, I have been working with a disciplined, rule-based investment framework within the Nifty 100 universe.… Continue reading
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Rupee Depreciation and GDP
A lot of noise is made around the “strength” or “weakness” of the rupee.But over three decades of data, a quieter truth emerges.Rupee depreciation, in itself, has not been India’s problem. In fact, it has often served India well.A gradually adjusting rupee has:Preserved export competitivenessAbsorbed inflation differentialsSupported steady economic expansionWhat has not helped is volatility.Episodes… Continue reading
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Weaker Rupee and Our Economy
A weakening rupee is often seen as a sign of weakness. It may not be so.It is, in fact, a mirror.It forces us to confront what we must import and what we choose to import.India’s truly unavoidable imports—crude oil, critical electronics, key minerals, and some defence equipment—together form roughly 8–11% of GDP. This is the… Continue reading
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Factors of Production
An unemployed person is rarely without assets.He carries labour in his hands, organisation in his mind, and enterprise in his spirit. These are real, personal factors of production. What he often lacks are land and capital.Of these two, capital is not always the binding constraint. A person who has lived with integrity and built credibility… Continue reading
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Unemployment and Society
There was a time when humans had no “career choices.”They shaped stones into tools, discovered fire, and learned to cultivate land—not for comfort, but for survival. Progress was not a preference; it was a compulsion. Today, we live in a far more evolved world. Stability exists. Salaried employment offers dignity and security. Naturally, many choose… Continue reading
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Independent Director’s Role
Independent Directors: From Silent Witnesses to Structured Accountability Much is being said about the role of independent directors when governance failures surface. The usual pattern is familiar—concerns are raised within the board, ignored or diluted, and eventually an independent director resigns. A resignation letter then becomes the market’s only window into what may have gone… Continue reading
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Sensex30Futures / 19/03/2026
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_sensex30futures-ugcPost-7440422537337143296-0_8L?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
Panch Tattva Wisdom 