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Sectors That Perform Well During Summer in India

* Power Generation Companies

* Beverage Companies (Soft drinks, juices, and packaged water sales rise)

* Ice Cream & Dairy Companies (Peak season for ice cream, yogurt, and cold desserts)

* Tourism & Travel Companies (People go on summer vacations, boosting hotel & airline businesses)

* Water Purifier Companies (More demand for RO systems & packaged drinking water)

* AC & Cooler Manufacturers (Soaring demand for cooling appliances)

* Fan & Electrical Appliance Companies (Ceiling fans, air coolers, and refrigerators see high sales)

* Sunscreen & Skincare Companies (Rising need for sun protection & summer skincare products)

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"Every market fall hides an opportunity—only sharp eyes can spot it."

The market is falling, but opportunities always exist in certain pockets.
Are you looking in the right places?


Historical Stock Market Falls and Recovery

- Harshad Mehta Scam (1992)

- Dotcom Bubble Burst (2000)

- Financial Crisis (2008)

- U.S.-China Trade War (2018-2019)

- COVID-19 Crash (2020)

- Russia-Ukraine War Impact (2022)


Unless the global society remains dependent on consumerism and inflation persists, the market has to keep rising.

Avoid Short Term Fear.
Focus on Long Term Gain.


What Went Wrong with Jio Financial? 🤔

Many of you have been asking about Jio Financial’s stock decline and what exactly went wrong.
So, by popular demand, here’s a detailed breakdown in today’s video!

What’s covered?
[1] What was Jio Financial’s original plan?
[2] Why is the stock falling?
[3] Future outlook—Can it recover?
[4] Important lessons for investors

Watch now:
https://youtu.be/qZwTfRwDbV0


Know your goal before you start chasing!

Good Money + No Time = Rich

(For those who love deep focus on a single idea)

Good Money + Good Time = Wealthy
(For those who enjoy exploring new opportunities)

Passive Money = Financial Freedom
(For those who want true time independence)

Which one are you chasing?


Has OTT killed the theatre business (e.g., PVR Inox)?
Опрос
  •   YES - OTT killed the theatre business
  •   NO - Theatre business can grow
  •   Can't Say
7394 голосов


Trump plans to sell a U.S. work visa + citizenship route for $5 million.
Now you can buy your way into the USA!

Trump says if they sold 1M cards = $5T, which would eliminate the national debt.

This could be a great opportunity for successful drug dealers, the mafia, and shady Chinese millionaires to become U.S. citizens… 🔥


Maha Shivratri marks the cosmic dance (Tandava) of Shiva, symbolizing:
Creation -> Preservation -> Destruction

Life also moves through the same cycle—just like the wealth, happiness and peace. The cycle will repeat.

I wish you courage, patience, and perseverance during a time when many are finding it unbearable.

All the best, and wish you a Happy Maha Shivratri!


Aditya Birla Group Enters Wires & Cables Business!

- After shaking up the paint sector, it's now Polycab India Ltd's turn to face the heat!

- More competition & pricing pressure incoming!


Big Competitive Power for UltraTech!

[1] Hindalco’s metal production is a key raw material for wires & cables.

[2] Aditya Birla Group owns Hindalco, meaning cheaper raw materials.

[3] This cost advantage can help them sell cheaper than competitors to grab market share!


Important : Polycab India investors has to keep an eye on this development.


Guaranteed returns! (Just ignore the inflation and depreciation eating Rupee alive) 🤫

Why small investors? 😣🙊🤕😖

Sharks are not taking the bait?
🦈🦈🦈🦈🦈🦈


Webinar has started

Join with this Link
https://youtube.com/live/cfSwIEf_Xj4?feature=share


Hi Everyone,

Only those who survive bad days can enjoy the good ones! 💪

Our market will soon see better days as several initiatives are being taken to lift the economy from a downcycle to an upcycle.

Recent Initiative:
📌 RBI has infused ₹41 lakh crore into the banking system. This money will eventually flow into the economy, boosting GDP and corporate earnings.

So, don’t lose hope! Hold your good stocks tight—better days are coming! 🚀📈


🇮🇳🇺🇸 India-US Tariff Talks: No big announcements till

📌 Trump called Indian tariffs a “big problem” but acknowledged Modi’s efforts to reduce them.

📌 US plans to bridge its trade deficit by increasing oil & gas sales to India.

📌 Sectors with high expectations, like Pharma, might see setbacks if no major tariff relief comes.

📌 Auto sector could be impacted as Trump specifically mentioned 70% tariffs on US cars—potential reductions may open doors for US automakers.

No major shocks, but some sectors may see sentiment shifts like pharma,auto, and defense.


Modi-Trump Talks: Key Announcements

Trade Target : India-US trade to reach $500B by 2030; Modi pitched "MIGA" (Make India Great Again).

Defense : US to sell F-35 jets to India, boosting military ties.

26/11 Case : US approved Tahawwur Rana’s extradition to India.

Nuclear Energy : Expansion of civil nuclear cooperation.

Visa Policy : Talks on easing US visa rules for Indians.

Investment : US firms to increase manufacturing in India.

Tech & AI : Strengthened ties in AI, cybersecurity, and digital trade.

Healthcare : Collaboration in pharma, medical research, and pandemic response.

Climate & Energy : Joint efforts on clean energy and carbon reduction.


Trump-Modi Meet: A Turning Point for Indian Markets?

PM Modi meets President Trump in Washington today!
While there will be warm handshakes and strategic discussions, the real focus will be on trade, tariffs, and visas.

🔹 Tariffs: India has already lowered some tariffs, but Trump might push for more.

🔹 Visas: H-1B visa policies could see key discussions.

🔹 Trade Deals: A new economic partnership? Modi might propose one.

🔹 Tesla in India? Modi may meet Elon Musk to discuss an Indian factory!

The outcome of the meeting is very important for our markets.


What Are Growth Traps?

- Growth traps are the opposite of value traps.

- These stocks trade at very high P/E ratios (100-150x) because of strong growth expectations.

- To stay at these high levels, they must keep growing 50-100% every quarter, which becomes impossible after a point.

- The moment growth slows down, the stock crashes 40-50%.

- Examples: Trent, Kaynes, E2E, and more.


Stock up 100% with no earnings growth? Welcome to the bull market! 🐂

Now flip the coin – 100% earnings growth, but the stock barely moves – it’s a downtrend. 😬

Sentiment > Valuation! – It’s the stock market!


Lamborghini was once a tractor company 🚜

Reliance started out as a textile business 👚

LG began as a facial cream brand 💅

Samsung? A grocery store 🛍

Lesson, your current situation doesn’t define your future. Pivot when needed! 🔄


Why Forward P/E Matters More Than P/E

Investing based only on *P/E ratio* is like checking last season’s scoreboard to predict the next match—you’re looking at past performance, not future potential.

Smart investors focus on *Forward P/E* because stock prices move on *expected earnings growth*, not outdated numbers.

How to get real insights?
✅ *Concalls* – Direct clues from management on future plans.
✅ *Peer tracking* – Compare with competitors to spot industry trends.

Markets don’t reward the past, they price in the future


5 Reasons for Market Decline 📉

1️⃣ Tariff War Impact – US imposed tariffs on China, Mexico & Canada. Retaliation + WTO case = Global market dip.

2️⃣ Capex Stocks Crash – Budget infra capex barely increased, hitting infra, railway, defense, power & cement stocks.

3️⃣ Rupee Hits Record Low – Fell to ₹87.28 as a strong dollar (109.5 index) raised FII selling fears.

4️⃣ FII Selling Continues – ₹1,327 Cr sold on Budget Day; ₹87,374 Cr outflow in Jan alone.

5️⃣ Weak Q3 Earnings – Margin pressure due to high raw material costs = No market support.


Will there be TAX CUTS in tomorrow’s Budget?💰🤔 Vote now!
Опрос
  •   YES – FM will care for the middle class ❤️
  •   NO – FM’s track record says don’t hope 😭
  •   CAN’T SAY – Freebies need funding! 💸
2436 голосов

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