Tag
indian-investors
19 posts tagged indian-investors
- US Investing·
Anthropic and OpenAI IPO: how Indian residents can buy in, and which RSU holders are already winning
Anthropic and OpenAI are the two most valuable private AI companies on earth. Neither has IPO'd yet. Here's what Indian retail investors actually need to know: the valuation math, the LRS route when they list, the public-market proxies available today, and which RSU holders — Microsoft, Oracle, Salesforce, Amazon, Google — are already sitting on embedded upside before either company prints a single public-market share.
- US Investing·
US estate tax for Indian investors: the complete guide to the $60,000 trap and how to avoid it (2026)
Indian investors holding US stocks face estate tax up to 40% on amounts above $60,000 — with no India-US estate tax treaty. This pillar covers the mechanics, every mitigation strategy, and how GIFT City changes the calculus.
- US Investing·
What NVIDIA's Q2 FY27 report means for your Indian portfolio
NVIDIA reports August 20-22. The 4 things that move the stock, why guidance beats actuals, and the LTCG clock mistake Indian investors make.
- US Investing·
The hyperscaler capex cycle, explained simply — why it keeps coming up and what it means for your portfolio
$370B in hyperscaler AI capex: what it means, which stocks it touches, and why it matters for Indian investors in NVDA, MSFT, META and QQQ.
- US Investing·
Trump's geopolitical playbook at 6 months — tariffs, tech war, and Middle East: what it means for Indian investors' US portfolio
Six months into Trump's second term, the picture is bigger than tariffs. Five geopolitical levers — trade tariffs, China tech decoupling, Middle East tensions, NATO/EU dynamics, and dollar policy — are reshaping US corporate earnings. What each means for an Indian resident's US portfolio.
- US Investing·
The trillion-dollar private valuation cluster: SpaceX, OpenAI, Anthropic, ByteDance, Stripe, Databricks — what's justified, what's froth, what Indian retail can actually buy
Honest analysis of the trillion-dollar private valuation cluster for Indian retail investors. SpaceX, OpenAI, Anthropic, ByteDance, Stripe, Databricks: what each is worth, what's froth, and which public stocks give Indian residents real exposure to the AI infrastructure cycle.
- US Investing·
SpaceX IPO 2026: how to invest in SpaceX from India through public proxies
SpaceX is private — but Indian investors can position through RKLB, ASTS, Iridium, and defense primes. $400B valuation math, Starlink spin-off thesis, and 8 public stocks that benefit whether the IPO happens or not.
- US Investing·
Iran war (March 2026) and stocks: ITA fell 12% during the war, the defense primes missed Q1 — what the headlines actually got wrong
Contrarian analysis of stock-market reactions to the March 2026 Iran war for Indian retail. ITA fell 12% even as the war escalated. LMT, RTX missed Q1 guides. Oil and gold worked; defense didn't. The framework for positioning during the next geopolitical shock.
- US Investing·
The AI capex stress test: what actually breaks when Meta and Google cut capex 20%
Honest analysis of what happens to NVDA, AMD, AVGO, VRT, ANET, MU, SMCI, DELL, and HPE if Meta, Google, Microsoft, and Amazon cut AI capex by 20%. Customer concentration math, downside scenarios, and Indian retail positioning.
- US Investing·
Trump tariffs at 6 months — what actually happened to AAPL, NVDA, TSLA, WMT, and the rest
Honest assessment of Trump tariff impact 6 months in (Jan 2026 - June 2026). What actually broke at Apple, NVIDIA, Tesla, Walmart, Nike, and Chinese ADRs. Margin compression, supply chain shifts, and Indian retail positioning. See updated analysis: [Trump geopolitical influences July 2026](/posts/trump-geopolitical-influences-july-2026)
- US Investing·
Q2 2026 earnings preview: the 5 things Indian retail must watch in the most consequential reporting season since AI began
Q2 2026 earnings preview for Indian retail investors. Reporting calendar for Mag-7 + key names. The 5 narratives that will move stocks (AI capex FY27 guidance, China revenue cliff, tariff margin pass-through, sovereign AI demand, hyperscaler efficiency). Per-name preview + positioning framework.
- US Investing·
FIFA World Cup 2026 stocks: what's already priced in, what's still cheap, and the after-tournament fade pattern
Honest analysis of US stocks tied to FIFA World Cup 2026 for Indian retail investors. Sponsors (KO, V, MA), sportswear (NKE, ADDYY), streaming (FOXA, CMCSA), travel (MAR, AAL), and sports betting (DKNG, MGM). What's priced in, what's still cheap, and the after-tournament fade.
- US Investing·
The $36B Apollo-Blackstone Anthropic deal: the public stocks positioned for the largest private-credit transaction in history
$36B debt facility for Anthropic — the largest private credit deal ever. SPV structure, TPU collateral, and what it means for AI infrastructure stocks.
- US Investing·
Section 112 vs Section 111A for US stocks: the most expensive ITR-2 mistake explained
Why US stocks fall under Section 112 (not Section 111A). The 12.5% LTCG rate, the slab-rate short-term gain, the Budget 2024 changes, and how to file capital gains on US stocks correctly in ITR-2 for AY 2026-27.
- US Investing·
DTAA US-India: complete guide for Indian residents with US income, dividends, RSUs, and capital gains
Complete guide to the US-India Double Taxation Avoidance Agreement for Indian residents. Articles 10 (dividends), 13 (capital gains), 16 (salaries), 17 (pensions). How foreign tax credit works, Form 67/44 mechanics, and when DTAA helps vs hurts.
- US Investing·
The rupee-dollar lens: why your US stock returns differ from the S&P 500, and what to do about it
How USD-INR moves affect Indian retail US stock returns. The rupee has gone from ≈83 in early 2024 to ≈95 in mid-2026 — a ≈14% currency tailwind that adds to every Indian's US portfolio return. Math, history, three positioning frameworks, hedging discussion.
- US Investing·
Missed Schedule FA in prior years — the honest fix-it guide for Indian residents with US stocks
Practical fix-it guide for Indian residents who failed to disclose US stocks, RSUs, or foreign assets in Schedule FA in prior years. Black Money Act exposure assessment, AEOI data risk, revised return route, voluntary disclosure framework, and when to get legal counsel.
- US Investing·
The 7 most expensive ITR-2 mistakes Indian residents with US RSUs make every year
Practical guide to the 7 most expensive ITR-2 filing mistakes Indian residents with US RSUs, ESPP, and stocks make every year. From wrong SBI TTBR dates to Section 112 vs 111A confusion to missed Schedule FA — with real consequences and exact fixes.
- US Investing·
Tax filing season July 2026: the complete roadmap for Indian residents with US stocks, RSUs, and ESPP
The master roadmap for Indian residents filing ITR-2 for AY 2026-27 with US equity. Covers Schedule FA, Form 67 (Form 44 starts AY 2027-28), RSU attribution, capital gains under Section 112, dividend taxation, and the full sequence of what to do before July 31, 2026.