🇮🇳 India stays Marketweight despite 12–14% EPS growth & Nifty target of 27,000 🚀 Why? B'Coz of Premium Valuations! #Nifty trades at ~21/22x, richer than Korea (13x, 16% EPS growth) and China (11x). Will India be able to grow stronger & faster to justify its premium? 🤔

There is nothing passive about ICICI Prudential Passive Multi-Asset FoF.

Thematic mutual funds are one of the best ways to create alpha for 80-90% investors. Not thematic or sectoral stocks, ETFs or index funds. The difference is huge. The reason is mainly this - flexibility beyond top stocks.

Total R&D Spending China : $500 billion+ India : $15-18 billion Total freebies expenses China : $22 billion India : $ 110 billion China focuses on innovation, India focuses on vote bank.

Why the U.S. is over-financialized and China under-financialized — and why this dynamic is now reversing 🧵 1️⃣ For decades, the U.S. economy has been dominated by the financial sector. Banks, asset managers, and markets became the primary engines of wealth creation, often

SystemThinker Current Report Using first principles: This Chinese optical AI chip advances domestic semiconductor tech, benefiting ETFs with heavy exposure to China's chipmakers and hardware firms. The ETF with the most such allocation is KraneShares CICC China 5G & Semiconductor Index ETF (KFVG), with ~49%

US: 25% of global GDP, yet 40% of global fiscal deficits and 65% of global market cap—needing global savings more than ever. But govt action trigger selloffs: Equities dumped, bonds sold ,DXY slides, gold at ATHs. Global funds/pensions/SWFs still overweight US Ts & mega-tech

The US knows its current dismantling of the globalized system it created, now hijacked by China, will cause its dollar to sink. Hence it created Bitcoin, a 20 year project. When was it created again? Yes. Get in before that.

Finnish President Alexander Stubb: "We can’t even use our F-35 fighter jets without America’s permission."

Great Eastern Shipping Company

coforge The transaction being an all-stock deal where sellers are rolling over into Coforge and not taking cash reflects the confidence that the incoming shareholders have in the prospects of the expanded firm.

zydus wellness , max protein

Rossari Biotech Limited is a leading Indian specialty chemicals manufacturer that operates as a CDMO (Contract Development and Manufacturing Organization) for global and domestic marquee brands.

Biocon Limited is a major CRDMO player,

AI x Life Sciences: The Structural Shift – Part 1 antifragilethinking.substack.com/p/part-1 Part 2 later this week. Part 3 will be the last audible in this series of "AI & Life Sciences".

If Russia stops giving India discounted oil, does it mean the Modi–Putin friendship is weakening? A new debate has started in India. Many are asking what happened to the relationship between PM Modi and Vladimir Putin, and why Russia is no longer offering heavy discounts on oil.