Finance 📈 l Wealth Solutions I Investor I Trader I Multibaggers I [email protected] I https://xitter.gq/t.co/zpz6VEHEMS
Pune, India
Joined August 2013
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This quarter Revenue growth is blockbuster but lot of Inflation component embedded in it. WPI is running in double digit which is not reflected in CPI yet. Fuel inflation in double digit so lot of Oil & gas, Commodity companies will post bumper revenue growth. Margins may get compressed in coming quarters but this huge inflation will boost nominal GDP, making market cap to GDP reasonable quicker & inflate the debt away. Money supply has gone bonkers, approaching ~20% YoY.
#Nifty100 PE Ratio below 19 which has marked crisis lows earlier. Midsmall still not cheap enough though & early signs of rotation to Largecaps from SMID.
Google is down -10% after hours. The positives & negatives both come from AI theme.
1. Cloud revenues doubles YoY on AI demand
2. Google Service, Search, Youtube all below consensus. May be AI is taking away attention share from google apps
3.Debt rising, affecting free cash flows severely
4.Share buy back, which had lifted earning & valuations for US companies , may be under pressure due to strong Ai capex across Tech industry
#Nifty500 adjusted for money supply is in drawdown for 25 months. Only time when the drawdown phase got extended more was in sideways market of 2010-2013.
If the correction time gets extended, it should get over in next couple of quarters. Testing patience, but rewards should be near.
#JIO IPO money starts to get refunded today and liquidity should come back to market
#Midcap Index bounces from important support and should keep recovering for 2-3 weeks at least. However the breakout that we say in Jul-Aug seems to have failed & we have slipped back in the range
For Midcap100 index clearing 61K level is important to signal strength
When you are in global race, and when you do self sabotage with taxes, it pushes you many places back in the race for growth capital and slows down countries compounding.
Eventually, government may correct the taxation part on FII but the time and compounding that we lost in such self sabotage becomes permanent.
Scientists, Engineers, Researchers don’t need appeal to come back but need conducive environment which rewards their talent & merit, provides quality of life at par with developed world
Fix basics like Air, Water, Cleanliness, Urban Infrastructure, Law & Order, Judiciary, Corruption , Education, Healthcare . Lot of talent will come back on it’s own.
Standard modus operandi of govt or corporation corruption.
Contractor bills to govt for non existent or inflated work, govt clears it, contractor pays back to Neta & Babu.
It would be interesting in AI age if we analyze each bill cleared by govt. Ratio of Actual Value of work done Vs Amount of Bills cleared to contractors should be 50% or less imo.
मध्य प्रदेश में भ्रष्टाचार का एक और अनोखा मामला: 25 घंटे में 22 हजार 700 किलोमीटर चली गाड़ी, मोपेड को एक दिन में 38 घंटे चलया, ई-रिक्शा को 26 सीटर ट्रैवलर बना दिया; महाकाल कॉन्फ्रेंस के लिए रेंटेड गाड़ियों के बिलों में गड़बड़ी, भास्कर ने जब इन बिलों की पड़ताल की तो दिलचस्प खुलासे हुए
पूरा वीडियो देखने के लिए लिंक पर क्लिक करें- dainik.bhaskar.com/9KgpMA7Yv…
#MPNews #HindiNews #Investigation #MP #MahakalConference
Hyperscalers & neoclouds have been competing with US Treasuries for the same long duration capital, one of the factor behind higher yields.
Now credit is tightening , hardest for neoclouds and levered DC developers.
2027 could be turbulent for the AI trade.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Look at dispersion of returns in each category from top to Bottom. Fund selection risk is real with 50+ AMC competing for market share and launching schemes in each category.
Old times will remember P Chidambaram as FM , on days like this used to come on TV to give reassuring comments to investors regarding state of economy. It may not stop market flow but at least give boost to sentiments.
Current dispensation is least bothered about capital markets & investors.
The returns don't come from any effort for Investors 🤡
Zafar Shaikh retweeted
🚨 World Bank's Neelkanth Mishra : Tax cuts won't bring foreign investors back.
Higher US returns and India's complex rules are the real problem.
India needs simpler processes and clearer regulations.
The #IranWar has brought misery to world through CrudeOil , subsequent Inflation & Higher Rates in last 6 months.
The situation is in such a deadlock that only 2 solutions of military defeat of Iran or US accepting Iran's control of SOH seems to end this war. Both of which catastrophic.
And this man sometimes wants Nobel , sometimes want ocean to be named after him 🤦♂️
What a time we are living in.
हमे तो अपनों ने लूटा 🤣🤣
#FundFlow | FIIs Net Buy ₹1,022.32 Cr While DIIs Net Buy ₹1,614.32 Cr In Equities Today (Provisional)
#MidSmall400 breakout failed & we are back in the range now.
Single biggest factor driving this is Crude Oil prices.
CrudeOil > Inflation > Rate Hikes > Equity becomes less attractive
And this CrudeOil increase is event driven, so we can't do anything about it. If tomorrow there is ceasefire Crude drops like stone & equity will surge, but no one knows when that happens.
@InvesysCapital sir smallcaps are related portfolio are getting hammered, any view what ratio charts are saying
It’s too late already, but we need national campaign for cleanliness and waste disposal.
How about creating infrastructure grid of public dustbin / waste disposal sites which are Geo tagged and national level app to identify nearest waste disposal centre? Too much to ask?
Condition of Mcleod Ganj.
Next time you hear someone saying Switzerland.. Send this video.
Himachal needs to start promoting trash tourism now.. Come volunteer to clean and get a room and food for free for a few days.
#himachalpradesh #tourism #himalayas
The exports momentum continues to be strong especially in categories of Electronics and Engineering goods
China plus one is slowly taking shape
India’s Exports Record Strong Growth across Electronics, Engineering and Textiles
💠 India’s total exports, comprising merchandise and services, reached an estimated US$ 476.20 billion during April–September 2026-27, registering an estimated 13.84% growth over US$ 418.31 billion during the corresponding period last year
💠 Electronic Goods exports increased by 70.44% in September 2026, reaching US$ 5.31 billion, compared to US$ 3.11 billion in September 2025
💠 Engineering Goods exports increased by 20.91% in September 2026, reaching US$ 12.17 billion, compared to US$ 10.06 billion in September 2025
💠 Exports of Cotton Yarn/Fabs./made-ups, Handloom Products increased by 20.76% in September 2026, reaching US$ 1.12 billion, compared to US$ 0.93 billion in September 2025
#TradeData #ExportGrowth @DoC_GoI
