Medi Assist Healthcare: Looks expensive but it's almost a monopoly plus a futuristic story as a proxy for Healthcare. More importantly, if insurance amendments are to happen, could actually open up much larger TAM with life insurance as well!

CLSA Securities and Nuvama Wealth…

US defence and aerospace industry employs 25 lakh people, and exports equipment worth USD 150bn

India's defence ordnance factories and DPSUs employ about 1.5 lakh people and generate USD 5bn+ revenue.

The global defence market is expected to reach USD 581.8 bn by 2026, growing…

Two predictions are on going currently in many groups for Monday morning:

1. Gap Down - Israel will retaliate and war will escalate
2. Gap Up - BJP's manifesto speaking market language (besides the freebies of course)

BJP manifesto has what market loves to hear, green energy, pharma, infrastructure, railways, auto and digital infra.

We don’t have to play all themes, can actually pick two or three themes and play them fully!

No political debates please. This is a capital markets guy speaking.

Looking to buy an automatic car in small car segment. Any suggestions based on your experience?

This year might as well give multiple opportunities to add/adjust your allocation. If opportunity arises, don't spread the allocation thin with too many names. Focus on your top 7-10 high conviction bets and better the allocation.

Human emotions just need a reason to react and…

Real Estate - K shaped booming

📌About 86,345 units sold in eight major cities during the first quarter of 2024, nearly the most in six years, according to Knight Frank India data. That’s on pace to beat out 2023, when 330,000 units changed hands, the most in a decade. Prices…

Shree Ganesh Remedies: Almost after 4 months, it has given a bad weekly close. Next week could be very interesting and might offer opportunities!

Vikas Khemani's two must have themes for FY25

Pharma and Power for FY25.

📌Pharma Sector - The domestic pharma market is expected to grow 10-12%, driven by strong growth in chronic segments and exports to also grow in double digit, led by new product launches, reducing…

New entries into SBI Energy Opportunities Fund

📌Power Grid
📌Hitachi Energy
📌ONGC
📌Savita Oil
📌HEG
📌REC
📌Kalpataru Project
📌Power Finance Corporation
📌Chemplast Sanmar

But this fund's performance will be driven by below 5 name with more than 50% allocation and more so…

Today 8 PM let's learn about using Wyckoff Method... Even if youre a long term investor...

Set notification here

youtube.com/live/8IV5X8pWV…

Jewellery demand is a concern!?

‘In the last 30 days, the gold price has jumped about 10%, and in the last six months, it has become costlier by 23-25%. This sharp volatility has hit retail buying sentiment. Volumes have plummeted by 15-20% for the industry,' Senco Gold managing…

Global CDMO market

📌The global pharma CRDMO industry was pegged at ~US$202bn in 2022, per our analysis of various industry sources, growing at ~11% CAGR (vs. ~6% growth for Rx drugs) over the past 5 years.
📌Within the same, the CRO industry was valued at ~US$78bn (growing at…

Goldman Sachs CRO-CDMO Investment framework - Syngene screens favorably on capabilities and Neuland screens favorably for its longer runway for growth

📌Syngene
📌Neuland
📌Laurus
📌Divis
📌Piramal
📌Suven+Cohance

India is not BJP and India is neither TMC or Congress or AAP.

Grow out of politics, boss. And if you can't, that's none of my business, please mute or block me but please don't bring your political ideology onto my timeline.

Interesting numbers from export volume numbers from Arihant

📌Gokaldas: 12.7% (YoY) and 9.8% (QoQ)
📌Indo Count: 41.7% (YoY) and 21.6% (QoQ)
📌S P Apparels: 37.6% (YoY) and 35.8% (QoQ); However, in terms of value (INR), its flat
📌Polyplex: -53.2% (YoY) and 40.2% (QoQ)…

The problem of plenty - Consumers in Spain take advantage of plummeting electricity prices after learning to turn off the lights to save money

surinenglish.com/spain/spain-ta…

An estimate says that by 2030, India’s water demand will exceed its supply by nearly 50%.

On the top of it, India treats only 28% of the total sewage it generates per day from the urban centers.

When we combine these data points, water treatment stocks run by good management…

Jefferies on Wealth Management (sees Nuvama Wealth at INR 6000/- and 360 ONE at INR 900/-)

📌Indian Wealth Managers (IWMs) are gaining share in the ultra-HNI segment (~80% of mkt) and could double AUMs over FY24-27E

📌Share of annual recurring revenues (ARR) has increased to…