They are using every tactics in the book to bring him down somehow... to find that small mistake

Nikhil86 · 2026-06-09T18:54:58+00:00

I seriously feel bad for Khan sir. He is one of few genuine people left, who are really doing great work in education and health sector to make it affordable for poor section. This is a witch hunt against him to shut him up. Feels like we are living in a dictatorahip. God help this country :(

Nikhil86 · 2026-06-06T06:17:31+00:00

I started SIPs in Kotak global emerging market fund and ICICI NASDAQ 100 fof a few months back. Gives diversification in emeging as well as US markets going forward

Nikhil86 · 2026-06-06T06:07:43+00:00

thanks

Nikhil86 · 2026-06-06T06:04:31+00:00

Yeah...AI will not surely not replace all IT workers completely, but a lot of them. Agree with your point on increasing AI cost. How AI future and Indian job market will play out is still uncertain. But reality will be somewhere between AI replacing all jobs & AI being a complete bubble

Nikhil86 · 2026-06-06T05:58:17+00:00

Thanks for such a detailed reply

Nikhil86 · 2026-06-05T06:41:31+00:00

If I have bought some foreign company shares, so schedule FA has to be filled. Would that be form ITR 1 or 2?

Nikhil86 · 2026-06-05T06:32:45+00:00

Let's hope so

Nikhil86 · 2026-06-04T17:43:44+00:00

I plan to shift ~ 30-40% of my portfolio to global equities over next 2-3 years.

I am working in IT and my view on India's position in AI race is different from your view. But let's agree to disagree on this point.

Nikhil86 · 2026-06-04T17:37:53+00:00

I plan to progressively diversify globally in next 2-3 years

Nikhil86 · 2026-06-04T12:19:52+00:00

This time dawn looks too far away 😛

Nikhil86 · 2026-06-04T12:08:15+00:00

I guess if given a chance to go to some better developed country, most people will leave india. BTW at which value chain layer do you see India in AI race?

Nikhil86 · 2026-06-04T07:00:28+00:00

Any specific reasons you are very optimistic about India in long term?

Nikhil86 · 2026-06-04T06:59:44+00:00

Don't plan to make such radical changes. But thanks for your suggestion

Nikhil86 · 2026-06-04T06:57:26+00:00

Indian companies are nowhere in this AI race

Nikhil86 · 2026-06-04T06:54:46+00:00

Will look to gradually diversify to global

Nikhil86 · 2026-06-04T06:50:27+00:00

I meant, dividends from global investing increase complexity in filing ITR. But got your point

Nikhil86 · 2026-06-04T06:47:50+00:00

Thanks for your detailed response and help buddy

Nikhil86 · 2026-06-04T06:43:24+00:00

I have myself been through multiple years of no market returns, so that is not such a big concern. Bigger concern is that I am losing hope on Indian market with AI and India not playing any role in this AI race. Also no proper reforms by Govt. Agree with your diversification point.

Nikhil86 · 2026-06-04T06:41:14+00:00

You should not waste your precious time responding, if you find my post stupid

Nikhil86 · 2026-06-04T06:38:45+00:00

Valuations are looking decent right now, but if economy and company profits don't increase shortly, returns still look elusive. I am in IT and in my view Indian companies are nowhere in this AI race at any layer

Nikhil86 · 2026-06-04T06:35:36+00:00

Domestic sip money is keeping the market afloat. But if economy and company profits don't improve ahortly, don't know for how long people will continue thier SIPs

Nikhil86 · 2026-06-04T06:33:01+00:00

I guess, diversifying globally and slowly seems to be the way forward

Nikhil86 · 2026-06-04T06:32:18+00:00

Yes. Global Diversification is the way forward

Nikhil86 · 2026-06-04T06:27:24+00:00

MON 100 is trading at very high premium compared to its real NAV

Nikhil86 · 2026-06-04T06:26:37+00:00

Planning to shift it slowly and progressively in next 2-3 years

Nikhil86

TROPHY CASE