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As India becomes 4th largest economy globally, i take a look that it’s the only market among top 15 to have generated 13% $ CAGR in last 20-yrs. Mkt is a discounting machine for future, it knows, sees underlying shifts. Use the next 20- wisely. #Invest #LongIndia. #Bharat

Power transmission companies have displayed pretty solid numbers this quarter

Personal opinion. Broader market stocks Q4 earnings, & outlook has been way better than est.+Street has done severe EPS cuts already in est+ ownership in midcaps is low & froth is out+Most are still down 30-50% from top. Next few mths midcaps w/ resilient earnings can do wonders

Gotta respect the screen US tariff huge Volatility India-Pak conflict Loud earnings doomsayers Rising US, Japan Bond yields Bring it on. inflation is crashing, rates will fall=Low Cost of captal & Support to valuations. If GDP comes decent. Mkt could fly. Solid macros.

Which is your worst is over category to watch. ? Post these results MFI, Small ticket NBFC, Pipes, Auto? Agri chemicals? Or any other ? What comes to mind

Case to look at the beaten down MFIs space closely? Listen in to these interesting data points shared by MFIN chief in this chat w/ ET BFSI m.youtube.com/watch?v=lNI9y2…

Case for a big relied rally in Asia? India?

Rockets 🚀 🚀 are back in Wassap groups Ore-IPO deals are back in DMs SME Mgmts, Bankers are back in boardrooms Blocks are back on main-board Risk-On is Back. Beauty of Market ‘Cycles’ Understand the cycles, read the cycles, embrace the cycles. Benefit from cycles

The data is now clear, there has been a sharp decline in extreme poverty in India over the last decade. Growth is the key driver despite the Covid-related disruptions. Maintaining this momentum is key.

There is no death of CEO material talent in India Inc, in fact at every level, each one of us can be replaced by better performing & capable managers ..if we dont keep pace..broken businesses can be rebuild, gaps can be plugged & solutions weaved i feel, all we need is Will.

Chalo India GDP came much better than decent… now what next ..

At 7.4% Q4 GDP surprised both the bears & the bulls. FY 25 GDP at 6.5% is worlds envy. This rebound in growth will reflect is numbers hopefully. In 1-2 quarters expecting good pick-up. (Pessimists sound intelligent, optimists make money) same data different takes.

Which is that one stock which has given you most happiness in its ownership over a period of time. Rate on The way it faces mkt volatility Mgmt transparency in biz decisions Business strategy vs competition Capital allocation strategy Keen to hold for foreseeable fut

#EarningsRecovery Sample of 3241 cos show : Profit growth of 14%, 4-qrtr high), rev growth of 7%: ETIG data That’s why I say nifty earnings data masks what’s happening in rest of the economy. Market climbing wall of worry. Sees further build-up in FY26 + solid macros.

Best time to buy Indian mid caps was J-F-M ( peak uncertainty), 2nd best time is now, part clarity - part uncertainty. But bargains are vanishing fast. They are being spotted real quick. India is a fair - expensive market always, you get bargains only in crisis. Love crisis.

FII flocking back on Solid Macros, rebounding earnings FIIs w/ EM mandates hike India exposure to 19.5% in April vs 18.7% in March India allocations frm Asia Ex-Japan active funds hike exposure to 19.2% in April vs 18% in March India allocations also see a rise Kotak IE Data

MS on Suzlon note, what catches may attention is their estimate of wind installation projections, of 6-7 GW In FY26, 8 GW In FY27 & 9-10 GW Thereafter.. bodes well of ancillary cos are direct plays of capex in this sector.

People is ding-dong market, basically lackluster & rangebound, directionless i see superb performance of SMIDs coming back last few days, just look at the breadth ..names which haven't moved for months now getting active ..seeing good volume action as well.. do you see it too?

'Economic Heft' is the only answer Country or Company or individuals And this is can only be attained by making hard choices, painstakingly made with long term horizon in mind, with discipline Doesn't comes easy, but once it comes, it becomes a unstoppable force