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Showing posts from June, 2024

Rainy Sunday Evening

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One of those evenings when solitude beckoned me. Something troubled me deeply, my mind a whirlwind of thoughts I couldn't quite grasp. I couldn't articulate it, but the feeling insisted on solitude. With rain confining me indoors, the only respite was pretending to be engrossed in my laptop. After aimless clicks and a brief glance at the news, I sought solace in familiar melodies.         

Cookie turned One

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It's been a year since Cookie chose us, and what a year it has been! Being the youngest in the family, she has brought us closer together and added a new sense of discipline to our lives. Cookie has become our natural alarm clock, waking us up every day between 5:30 to 6:00 am. She moves from bedroom to bedroom, making sure everyone is awake and won't rest until I take her out for a walk. This routine has been particularly beneficial for me. Although I always enjoyed walking, working from home post-COVID had significantly reduced my activity levels. Thanks to Cookie, my health parameters have returned to normal.    In the past few months, we stopped tying her at night. She now roams freely around the house, finding her best spot to sleep. She has figured out the do's and don't to enjoy the privilege of being left free. On the occasion of her birthday, we were planning a small family get-together. However, we had a health scare with Cookie when she developed some allergi...

Unexpected Election Outcomes and Market Reactions

Exit polls rarely miss the mark entirely, but this election was an exception. The BJP fell short of an outright majority, yet its pre-poll alliances with the TDP and JDU likely ensured Narendra Modi's return as Prime Minister. Despite the Congress party's celebrations, they still haven't crossed the 100-seat mark in the Lok Sabha in the last three elections. The Nifty saw a dramatic surge of over 1000 points following the exit polls, only to drop by 1300 points on results day. The TDP, led by Chandrababu Naidu, and the JDU, led by Nitish Kumar, have a history of political flip-flops and maneuvering. With the dust now settled, the National Democratic Alliance, led by Narendra Modi, formed the government on June 9th. The stock markets responded positively, reaching new highs. Although portfolios still need finalizing, it’s clear that the key ministries—Finance, Home, Defence, and External Affairs—will remain with the BJP, ensuring policy continuity. As the swearing-in ceremon...

Exit poll

Writing after a long time. life has been hectic, May has always been about the heat, mangos, and ice cream. This time it has also been about elections and some record voting. The largest democracy in the world has voted and voted decisively to bring back Narendra Damodardas Modi. I voted for BJP and ensured the extended family voted for them. Modi will end up as the most successful Prime Minister of India. four-time Chief Minster and three-time Prime Minister, increasing the number of Lok Sabha seats in each election. BJP is set to expand its presence in every state including the southern states - Andhra, Telangana, and Tamil Nadu. If exit polls are to be believed BJP alone may cross the 350+ mark, while NDA may end up close to 400. Next week after the declaration of the poll results, the focus will shift back to growth and economy. Yesterday one of my friends called me and he reminded me of what I had said about Nifty in 2019. I had predicted that by 2024 election Nifty would rise 50%...