Look, many of you have messaged me about defence stocks Astra Microwave, Avantel, Data Patterns, Zen Technologies, C2C Advanced and others. First thing you need to understand is the cycle. I can understand many of you have already invested and now prices are not moving as per

Look, many of you are interested in the shipping sector, and that makes sense. But what I want you to focus on for the next 2 years is the ship repair segment, not shipbuilding. Ships always needed repair. Every ship has fixed rules to go for dry dock, inspection, and

Think again, what actually changes when something like this happens? Is it just oil prices going up? Or is it something deeper — shipping, movement, infrastructure? Because what just happened does not impact just one sector. Ships get delayed. Routes change. Oil and gas

Think about it.. What will the oil and gas sector need for the next 3–5 years? Pipelines? Storage? Flow control equipment? Valves? Or something else? Because what just happened due to the US–Iran situation is not just an event. It is pushing India to secure energy faster.

GRID See year by year, by 2027–2028 what kind of work will be most and which components will be used the most, and based on that where the demand is. From FY24 to FY26, the system is still finishing earlier corridors. A lot of line kilometres and substations are getting

BESS 👉 Where will the profits come from? 👉 Will margins improve or stay flat? 👉 Is management building long-term revenue or just chasing orders? 👉 Will profit grow, or just revenue? Not all growth is equal. Ask: 👉 Who controls the system? 👉 Who earns repeatedly? 👉 Who