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ID: 1952796968163655682
05-08-2025 18:21:05
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â¡ ðŠððð ðð¶ðŽ ð£ðððµ & ððŒðºðºðŒð±ð¶ðð¶ð²ð ðð²ð°ð®ð±ð² â¡ The SEBI Chief wants Mutual Funds to invest in Commodities, Metals & Infra (via REITs/InvITs). At the same time, AI, EVs, Data Centres & Green Infra are driving a supercycle in metals demand. Opportunity or
ðš ðð»ð±ð¶ð® ððð¶ð®ðð¶ðŒð» ððŒððœð¶ðð®ð¹ð¶ðð ððŒðŒðº! ðš Every airport visit = ð³ðŒðŒð± ð°ðŒðð¿ðð & ð¹ðŒðð»ðŽð²ð This is a â¹ð¯ð¬,ð¬ð¬ð¬ ðð¿ ð¶ð»ð±ðððð¿ð in the making. And one company â ð§ð¿ð®ðð²ð¹ ððŒðŒð± ðŠð²ð¿ðð¶ð°ð²ð (ð§ððŠ) is already the leader
ð®ð³ India stainless steel demand will cross ð².ð± ðºð¶ð¹ð¹ð¶ðŒð» ððŒð»ð»ð²ð ð¯ð ð®ð¬ð¯ð¬. Only ðŒð»ð² ð°ðŒðºðœð®ð»ð is in the perfect spot to benefit. It is not Tata or Jindal. It is ðð ðð (Indian Metals & Ferro Alloys). Hereâs the story in simple words ð
ðš ððð«ðððð ð² ðð§ðð¢ððð¬ ðððð¡ð¬ð¡ðð¥ð - ððð² ð ðš Today: ðð¢ððð²ððð ððšðŠðð§ðð®ðŠ ðð â¡ ð An index that picks the 30 fastest moving stocks in India. Think of it as a systematic way to ride the market hottest trends. ð§µð
ðš ðð§ðð¢ð ððšð¥ððð¬ð ðð§ðð«ð ð² ð ððŠðð¥ð? ðš ððð ðð§ðð«ð ð² just hit ðð.ð ðð ððð©ððð¢ðð² â¡ïž Now it is betting â¹ð.ð ð¥ðð€ð¡ ðð«ðšð«ð to reach ðð ðð & ðð ððð¡ ð¬ððšð«ðð ð ðð² ðððð. Will it become India ð ð«ððð§ ð ð¢ðð§ð or
ððð ð§ð®ðŠ ðð²ðð«ð¢ð ððšð§ð ðð¡ðšð«ð ð ð®ð§ð - ðð§ð¯ðð¬ððšð« ðð«ððð€ððšð°ð§ ð§µ ð© ðð«ðšðð®ðð ðð²ð©ð ⢠ðð©ððð¢ðð¥ð¢ð³ðð ðð§ð¯ðð¬ððŠðð§ð ð ð®ð§ð (ððð ) - SEBI-approved ⢠ðð«ð¢ðð ð between Mutual Funds & PMS ⢠ðð¢ð§ð¢ðŠð®ðŠ
ðš ððð«ðððð ð² ðð§ðð¢ððð¬ ðððð¡ð¬ð¡ðð¥ð - ððð² ð ðš Today: ðð¢ððð²ððð ððð¥ð®ð ðð ð ð An index that picks 30 undervalued companies from Nifty200 using valuation ratios & dividend yield. Think of it as a systematic way to own âcheap but qualityâ
Thread ð§µ: ð§ðµð² ðšð»ððŒð¹ð± ðŠððŒð¿ð ðŒð³ ðð»ð±ð¶ð®âð ð£ðŒð¿ðð ð¢ð®ð³ ðð»ð±ð¶ð® ðð¶ð±ð±ð²ð» ðð®ð°ðžð¯ðŒð»ð² 95% of our trade moves through ports. But here is the shock â 60% of India cargo first goes to Colombo before reaching us. Why? Letâs find out ð
ð§µ ððšð° ðð¡ð ððšð«ð¥ðâð¬ ððšð§ðð² ð¢ð¬ ðð¡ðð§ð ð¢ð§ð ðð° (Insights from ððð§ð¢ð¬ð¡ ðð¡ðšð€ð¡ðð§ð¢) ðð¡ð ðð¡ðšðð€ð¢ð§ð ð ððð: ð 60% of all US dollars in circulation were printed in the last 5 years. If India had done the same, â¹ would be 500/$ instead
ðš ððð«ðððð ð² ðð§ðð¢ððð¬ ðððð¡ð¬ð¡ðð¥ð - ððð² ð ðš Today: ðð¢ððð²ððð ðð¥ð©ð¡ð ðð â¡ ð An index that selects 30 stocks from the Nifty200 with the highest Alpha (excess returns over market). Think of it as a basket of stocks that have historically
ð§µ ðð»ð±ð¶ð® ðŠðð²ð²ð¹ ðŠððŒð¿ð: ðð¿ðŒðððµ, ð£ð¿ðŒðð²ð°ðð¶ðŒð», ð®ð»ð± ðð»ðð²ððð¶ð»ðŽ ð¢ðœðœðŒð¿ððð»ð¶ðð¶ð²ð ð¡ðªð¡ð² ðŠðððð¥ ð ððððð«ð¬ Steel is the backbone of every economy. Roads, bridges, housing, cars, factories all need steel. ð India consumes
ðš ðð§ðð¢ð ððð«ð€ðð ðð§ð¢ð¯ðð«ð¬ð ððð¬ ðð±ð©ð¥ðšððð (ðððð â ðððð) ðš In just ð ð²ððð«ð¬, Indiaâs investible universe has ððâð. Hereâs how the market-cap pyramid reshaped â¬ïž ð§ ððð«ð ð ððð© â¢â¹ððð ð¥ðð€ð¡ ðð« â â¹ððð ð¥ðð€ð¡ ðð«
ð§µ ðð¢ð§ðð®ð¬ððð§ ðð¢ð§ð - ðð§ðð¢ðâð¬ ðð¢ð§ð¢ð§ð ððšð°ðð«ð¡ðšð®ð¬ð âïžð®ð³ From zinc that protects steel to silver in EVs & solar panels, this â¹1.97L Cr giant powers Indiaâs growth. Here is the story simplified ð
ð ð ð®ð¿ðžð²ðð ð¹ðŒðŽ ððŒð¿ðð ðð ð¶ð» ð¯ ðð²ð®ð¿ð (ððœð¿âðŠð²ðœð ð®ð¬ð®ð±) ð© ðŠð²ð»ðð²ð & ð¡ð¶ð³ðð â¢Sensex: +ð¯.ð²ðŽ% (vs +ðð°.ð°ð²% in H1FY25, +ðð.ð±ðµ% in H1FY24) â¢Nifty: +ð°.ð²ð°% â¢Worst H1 since FY23 (âð.ðµð±%). ð© ðð¿ðŒð®ð±ð²ð¿ ð ð®ð¿ðžð²ð â¢BSE
ðš ðð»ð±ð¶ð® ðð»ð³ð¿ð® ðð²ð³ð¶ð°ð¶ð = ð ðð²ð°ð®ð±ð² ððŒð»ðŽ ð¢ðœðœðŒð¿ððð»ð¶ðð Franklin Templeton Ajay Argal explains why Indiaâs infrastructure story is structural, not cyclical and how investors can ride this multi-year capex boom smartly.