Back

Karnivesh

Simplifying finance.... • 1m

When I analyse company performance, execution is only part of the story. What shapes outcomes more consistently are macroeconomic cycles. Interest rates, currency movements, commodity prices, and capital flows influence results long before strategy can adapt. I’ve seen the same business model perform exceptionally in one phase and struggle in another, without any internal change. What I now look for 👇 • How rate cycles affect leverage and cash strength • How currency shifts change competitiveness overnight • How commodity swings impact margins beyond efficiency • How capital flows decide sector leadership 📌 Key insight: Macro trends don’t affect all companies equally. They reveal balance-sheet resilience, pricing power, and adaptability. 👉 For a deeper, example-led breakdown, refer to the attached blog link for more details.

Reply
4

More like this

Recommendations from Medial

Karnivesh

Simplifying finance.... • 12d

When I started tracking export focused companies, I used to celebrate every rupee depreciation. A weaker rupee felt like instant good news. Dollar revenues would translate into bigger numbers. I noticed that reported revenue often jumped, but cash f

See More
Reply
4

Chayan Das

 • 

ZeroBizz • 7m

How the Israel-Iran Conflict Could Affect India The ongoing tensions between Israel and Iran may have ripple effects far beyond the Middle East—including India. Here’s what’s at stake: Energy Impact: Potential oil price spikes could strain India’s

See More
Reply
4
Image Description

ADITYA

Aditya Kumar Jha | P... • 5m

Welcome to Day 5 of my 30-day Business & Entrepreneurship series! Today’s edition zooms out to macroeconomics — how big forces shape your startup: Interest rates: Cheap vs. expensive money — how funding changes Inflation: Rising costs and lowe

See More
2 Replies
10

Jewelpik App

House of jewellery b... • 6m

How Photography Angles Change Perception of Jewelry Weight & Size The way you photograph jewelry can drastically change how customers perceive size, weight, and value. Here's how angles affect perception: Top-down shots can make pieces look bigger

See More
Reply
1

Tarun

Working towards Stag... • 2m

Raising from LPs and pitching LPs are not the same activity. For VCs, raising is about showing how capital will be deployed with discipline — not about listing deals. For LPs, committing is about trusting the manager’s judgement across cycles — long

See More
Reply
2

Karnivesh

Simplifying finance.... • 1m

When I look at the EV industry today, the story feels less about sustainability hype and more about balance sheets. Demand is real, policies are supportive, and adoption is rising but profitability is still uneven. • EVs are capital-intensive with l

See More
Reply
1

Vikram

¯⁠\⁠_⁠(⁠ツ⁠)⁠_⁠/⁠¯ • 15d

Is Fiat Currency Headed for Collapse? When the Backbone Weakens For decades, the global financial system has relied on one pillar: trust in the United States and its markets. Global capital flows, pensions, institutions, emerging markets, and reserv

See More
Reply
6

Karnivesh

Simplifying finance.... • 14d

When I look at today’s market, higher-for-longer rates no longer feel temporary. They feel like the new backdrop. Borrowing feels heavier. Growth decisions take more thought. And strategies that thrived when capital was easy are now being tested. In

See More
Reply
2
Image Description
Image Description

Sairaj Kadam

Student & Financial ... • 1y

Does India Have the Capability? Does India Have a Market as Strong as the USA or Other Countries? Probably Not. This is where Price Power Parity (PPP) comes in. PPP compares the purchasing power of currencies by analyzing how much a basket of goods

See More
6 Replies
1
13

Karnivesh

Simplifying finance.... • 7d

Not all capital spending creates growth. Some of it simply keeps a business from slipping backwards. This became clear to me after a conversation where a company proudly announced a large CapEx plan. It sounded impressive, until the question came up

See More
Reply
1

Download the medial app to read full posts, comements and news.