In mid‑October 2026 I posted a series of X notes on Indian financial‑market policy, private‑equity activity, and liquidity risks, involving participants such as @Madhav7887, @CapitalmindMF, @deepakshenoy, @divyanshagnani, @nooreshtech, @NPCI_NPCI, and @ansible_cm.
As of 2026‑10‑14 00:23 UTC the group @Madhav7887, @CapitalmindMF, and @divyanshagnani collectively own one equity fund.
Ninety percent of FCNR‑linked borrowers are already highly levered, with leverage ratios between 9‑19x.
A default rate of 0.1 % among these borrowers could trigger a “ballooning effect”.
NPCI announced that UPI merchant‑discount‑rate (MDR) on selected merchant transactions will be implemented post Diwali.
The Finance Minister’s quoted response to LTCG/STT concerns was: “On this specific issue, and on any issue, we are always ready to hear and willing to listen to the people. We will certainly take their inputs.”