On 2020-09-01, I shared thoughts on whether a relationship exists between the Indian economy and financial markets, calling it intriguing but leaving open whether there is a relationship or not. I linked https://t.co/6GeWfh6MwA and mentioned @forbes_india; the post does not state what the linked content argues.
On 2020-11-19, with Ahmedabad night curfew as context, I asked whether Nifty around 13k would still be justified if India slowly pseudo locks down again, framing it as a liquidity-versus-sanity debate. This open valuation question connects to debating whether stocks are expensive and my broader market outlook in market outlook and year ahead calls.
I framed the question as a “Liquidity vs sanity debate” about whether Nifty around 13k would remain justified during another gradual, partial lockdown in India.
On 2021-04-28, I asked, “What's going on stock market, why so detached from reality?” A reply described the question as “Economic depersonalization/derealization disorder”; the capture does not identify the reply’s author or explain the phrase.