सिंह

Ex-Engineer. Compounding Work in Progress!! Ask three questions before you speak: is it true? is it necessary ? is it kind ?.

[Viral Shah @viralbshah]

International Mutual Funds in India: Most Doors Are Shutting! These 12 Still Accept Fresh SIPs

Many Indian investors trying to add global diversification hit a wall: "Scheme closed for fresh subscriptions." 😩

Out of 66 international funds tracked, only 12 still accept new SIPs. Just 3 take lumpsum investments.

Why are most funds closing? There are two key limits:
- Industry-wide cap: All Indian MFs together can invest only ~$7 billion (₹66,000 crore) overseas. That's <1% of the total AUM of ₹80+ lakh crore! It fills up quickly.

- Per fund house cap: Each AMC has its own $1 billion limit. This is why entire houses (like Axis or Nippon) shut all their international funds at once.

Why bother with international funds at all? 🌍
- Indian stocks = only ~4% of global market cap. You miss the other 96% (tech giants, global brands, etc.).
- 10-20% allocation adds diversification + rupee depreciation hedge (₹ tends to weaken vs $ over time).

Risks: Currency volatility, higher valuations abroad, and country-specific swings. Balance is key! ⚖️

Important warning ⚠️
Open ≠ automatically good. Don't chase returns blindly—check quality, your risk appetite, and goals.

A good advisor tool can help separate the worthy ones.

Bottom line: Global diversification still makes sense for most portfolios, but options are limited due to regulatory caps.

Source: Value Research (Data as of 2nd June, 2026)

Disclaimer: Viral Shah - AMFI Registered Mutual Fund Distributor | ARN-[328071, ZFunds] Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not necessarily indicative of future performance. The content shared is for educational and informational purposes only and does not constitute investment advice or a recommendation to buy or sell any scheme.

#MutualFunds #Investing #SIP #GlobalDiversification #ValueResearch

[सिंह @0_1binary]

@vini546 What is your thought on Jio Blackrock Flexicap
It’s hardly have a 6-7 month track records
Please share your view

[Ashish Chugh @hiddengemsindia]

Microcap investing has taught me a lot (still learning) over the past 30 years - about patience, conviction, discipline and Risk. I shared some of these learnings in my recent podcast with @kushallodha548 & talked about my learnings, mistakes, successes & failures in my Investing journey. Hope it adds value to fellow investors.

https://t.co/Pq4ZRrWLcL

[Indraprastha Capital @IndraprasthaCap]

SME AND SMALLCAP ORDER BOOK RADAR:

Companies where order book is greater than market cap

Vishnu Prakash R Punglia Ltd
Denta Water & Infra Solutions Ltd
Supreme Power Equipment Ltd
Effwa Infra & Research Ltd
B R Goyal Infrastructure Ltd
EMS Ltd
Oriental Rail Infrastructure Ltd
Shree Refrigerations Ltd
Remsons Industries Ltd
Jash Engineering Ltd
Danish Power Ltd
Oriana Power Ltd
Marine Electricals (India) Ltd
Likhitha Infrastructure Ltd
Kilburn Engineering Ltd

[Ankit Bahuguna @ankitbahuguna84]

Sigma advanced
5x projections in 2 years. Lets see how they execute. Interesting script to see with huge orders.

[Advait Arora @WealthEnrich]

Here's my latest article on the Abrasives Sector. 3 leading Firms: Grindwell, Cumi & Wendt.
One of These is my clear Stand Out📈
My key Reasons: Consistent margins, strong parentage, repeat demand & nearly zero debt.
Check the Detailed Analysis & Insights here:
https://t.co/8D8VzbNnib via @LinkedIn

[Vinayak Khosla @vinayak_kh56506]

There is a commodity which has run up 10X in the last year and still no one knows about it.

- Its Tungsten

It was quoting at $300 per MTU in March, 25 and now its quoting at $3,000 / MTU.

Which industries benefit and who lose from this?
(A Thread)

Major Applications of Tungsten is in-
1. Cutting Tools & Hard Metals
-> Tungsten carbide is 85-90% of weight of cutting tools used in machining.

Impacted Players -
i. #Kennametal India
ii. #Wendt india

Impact - Positive in longer term.
Raw material costs rising sharply -> reduced margins for competitors -> Only large organised companies with pricing power can eventually pass costs to customers.

Hence, gaining market share for these organised players.

[Satpal Singh @vsvicky_]

Murugappa Group is quietly tightening its grip on Wendt (India). 🔥

Via CUMI, they’ve now secured sole promoter control in Wendt (India)

German JV partner Wendt GmbH fully exited its 37.5% stake via OFS in May 2025.

Deal at discounted floor of ₹6,500/Share (₹487 Cr total offer size).

New structure in place with CUMI as sole promoter (37.5% holding).

What's interesting after the acquisition ?

Debt-free balance sheet
Cleaner ownership structure
Strong push into new products & exports
Focus on customer additions & market expansion

The First Few Quarters under a single-promoter structure could be worth tracking closely.

[Aarohi @Aarohi18_]

You like tandoori roti se dis process..??

[The AI Colony @TheAIColony]

🚨 BREAKING: Apple has finally released iOS 27

iOS Biggest upgrade.

Here are 9 mind-blowing features you cannot afford to miss:

[Dilip Patel દિલીપ પટેલ @dmpatel1961]

આવો પત્ર દરેકને આવશે:-
સ્માર્ટ મીટર લગાવવા ગ્રાહકોને સમજ ન પડે એવી કલમો ટાંકીને સરકારી વીજ કંપનીઓ પત્રો લખી રહીયછે. કલમનું વિવરણ આપતી નથી. કેટલીક તો સાવ ખોટી કલમ ટાંકે છે.
સરકારી કંપનીઓ સ્માર્ટ ચિટીંગ કરી રહી છે.
સ્માર્ટ મીટર લગાવવા માટે કોઈ કાયદો નથી.

[Epic Maps 🗺️ @theepicmap]

Divorce Rate around the world

[CA Ruchita Vaghani @R_N_Vaghani]

Cash Credit (CC) vs Overdraft (OD) 🏦

They are NOT Same.

Lets Understand the Difference 👇👇👇

1. Cash Credit (CC): -
➡️ A working capital facility given mainly to businesses.
➡️ Sanctioned against stock, inventory & receivables.
➡️ Helps finance day-to-day business operations.

2. Overdraft (OD): -
➡️ A facility allowing you to withdraw more than your available bank balance.
➡️ Usually sanctioned against Fixed Deposit, property, insurance policy or salary.
➡️ Can be used for any short-term cash requirement.

3. Security: -
💼 CC → Stock + Book Debts + Current Assets
🏠 OD → FD, Property, Shares, Insurance Policy or other collateral

4. Purpose: -
CC ✅ Working Capital only
OD ✅ General liquidity or temporary cash shortage

5. Drawing Power
CC:
Amount you can use depends on the value of stock & receivables after margin.
If stock decreases, drawing power also decreases.
OD:
You can generally use the sanctioned limit irrespective of stock position.

6. Monitoring: -
CC accounts require:
📌 Stock Statements
📌 Book Debt Statements
📌 Periodic inspections
OD accounts generally require much less operational monitoring.

7. Interest: -
Both charge interest only on the amount utilized, not on the entire sanctioned limit.
No usage = No interest (except applicable charges, if an

📌 Simple Formula to Remember
CC = Business Working Capital backed by Stock
OD = Extra Bank Balance backed by Collateral

[India News Alpha @_IndiaWire]

Centrum || Cemindia Projects

Adani synergy: catalyst for new growth phase

CEMPRO is uniquely positioned to capitalize on India’s multi-year infrastructure boom across marine & ports, urban infra (metros & airports), highways, tunneling, water & wastewater, pump storage, and data center sectors, backed by the union budget 2026-27’s record Rs 12.2 tn capex allocation and supportive policies like PM Gati Shakti and the National Infrastructure Pipeline.

Strong order backlog of Rs 245.5 bn (2.4x FY26 revenue), healthy tender pipeline of Rs 700-800 bn, and sustained execution momentum are expected to drive revenue at robust 31% CAGR over FY26-28E.

The strategic acquisition of a 67.5% stake by the Adani Group in May 2025 serves as a key structural re-rating catalyst, positioning CEMPRO as a preferred civil contractor for India’s leading infrastructure conglomerate.

CEMPRO targets a sustainable EBITDA margin of 10.5-11%, which, along with operating leverage, should deliver a 38% PAT CAGR over FY26-28E, supported by healthy balance sheet and improving RoE trajectory.

#CemindiaProjects #Indiastocks #Investment #StocksAnalysis #StocksUpdates

[Tarun Gautam @TARUNspeakss]

Gadkari is screwing your vehicles up with Ethanol

Nirmala is sucking up money via taxes

Pradhan is destroying future of students

Modi can not control inflation

Amit Shah is busy in breaking political parties

Laser minister has screwed foreign policy

The worst govt in the history of independent India.

[Salman Khan @Salman_2911]

Glenmark. Cadila. Intas. Hetero. Reliance Life Sciences. Alkem. Torrent. Eris. Caplin Point. Amneal. Shilpa.

These 11 pharma giants all source oncology products from the same small-cap supplier.

Mcap: ~₹1,500 Cr.

Ashish Kacholia sits in the cap table.

And what this company is becoming is far more interesting than what it's selling today.

🧵👇 (1/12)

[सिंह @0_1binary]

@SahilJeevtanii SML Mahindra &amp; CemIndia for 5 years - accumulation going on

[Attentive investor @stockmarket8058]

FIIs on a Massive Buying Spree 🔥

✅Top 10 Stocks Where Foreign Investors Hiked Holdings by up to 41.71% in March 2026

⭐Fii Holding Increased Upto 41.71 ⏫

Follow➕ PART ~ 1 [ 10 Out of 50 ]🎯

A MEGA Thread 🧵 ⬇️⬇️⬇️

[ashish @ashish_munjal]

#CEMINDIA

Mentioned this on 25th April & Stock has moved from 8000 Mcap to approx 19000 cr in no time ( 30-35 days !)

& today I saw one article ( refer below Substack) & snapshot with writer is expecting 10x in 5-7 yrs !

This Adani group stock ( along with Adani Port) are stocks for long term portfolio , where I have no intention to touch them for next 5 year !!

I see MINI L&T in making ! 🤞🤞🤞

https://t.co/2OCSZL1e05

[Gaurav Srivastava @Gaurav_Cx10]

I am a working professional in a different time zone & I still manage to swing trade India & US markets reasonably well.
The biggest challenge for any working professional is limited screen time.
I faced that problem early on.
So I built a system around it.
In this video, I have tried to simplify and share my exact practical routine.
It is a simple, practical process for anyone who wants to swing trade seriously without watching the screen all day.
https://t.co/Ngqjpssvxm