Anirudha

Former Journalist
Opinions expressed in tweets are personal.

[mStock - Mirae Asset Capital Markets India @mstock_in]

Interest rates affect more than loans and EMIs.

They can influence earnings, sector demand and valuations. Watch how repo rate changes impact banks, NBFCs, real estate, auto and growth stocks.

Watch Now: https://t.co/YnjeOqctWq

#InterestRates #RBI #mStock

[Anirudha @44Anirudha]

@elephantteeth @hemantdhome21 Tumhala aawdat nahi smanun aap la ban karayacha ka? George Soros cha name kuthehi lihil ki zal ka lagech George Soros shi connection? Desh budtoy tari tumhala Andhbhaktti suchtey

[Anirudha @44Anirudha]

@ZiviiBloom Do you know the Hindu code Bill which has many rights to women? At least you should be thankful to Dr. Ambedkar for this, but as usual you choose to demean his contributions. But you can't change the facts in history.

[Anirudha @44Anirudha]

@salvi_v @pravin__writes Aani Hindu Muslim madhe adakala nahi ka? Shahu Phule Ambedkar is our legacy we are carrying since last century. We are proud of it

[Anirudha @44Anirudha]

@makemytripcare I hope Department of Consumer Affairs (DoCA) @jagograhakjago take cognizance of this scam by @makemytripcare through their misleading advertisement which claims guarantee of 3X refund on the name of the @IRCTCofficial #makemytrip #makemytripscam #irctc @jagograhakjago

[Anirudha @44Anirudha]

@makemytrip scam of 3X refund by Make My Trip
They promise to refund 3X if booking not confirmed, but neither gave me booking confirmation or any refund but rather deducted Rs 600 while refunding money without even mentioning any reason.Don't fall prey to @makemytripcare

[Anirudha @44Anirudha]

@makemytripcare When I booked the tickets it was clearly mentioned as 3x refund but who has given you the right to deduct Rs 600 within 24 hours of booking? when you are not even confirming the tickets for @IRCTCofficial isn't it the scam under the name of @IRCTCofficial ?

[Anirudha @44Anirudha]

@makemytripcare How much more time will it take?

[Anirudha @44Anirudha]

@makemytripcare I hope your 24 hours are over

[mStock - Mirae Asset Capital Markets India @mstock_in]

https://t.co/GBJicLN6j7

[mStock - Mirae Asset Capital Markets India @mstock_in]

1/
By mid December 2025, the rupee slipped to a record low of around ₹90 against the US dollar and continues to trade in the same range.

[mStock - Mirae Asset Capital Markets India @mstock_in]

Rupee Hits All Time Low At ₹90
🧵👇

[mStock - Mirae Asset Capital Markets India @mstock_in]

6/
What Tariff Twist Means

•This tariff fight is a clear reminder that global politics can hit Indian markets without any warning.
•Indian auto industry is now facing a new headwind ahead of a possible trade deal with the US.

(Source: Multiple Media Reports)

📌 This is not a stock recommendation. Please do your own research before investing. Investments are subject to market risks. Please read all relevant documents carefully before investing.

[mStock - Mirae Asset Capital Markets India @mstock_in]

5/
China, US Pressure and Geopolitics

• By targeting India, China and other Asian countries together, Mexico signals alignment with USA’s broader trade agenda.
• Mexico is under pressure from the US to show that it’s not a back door for cheap Asian goods entering North America.
• Mexico’s tariffs show how geopolitics now decides which country gets access to the US consumer market and those that will face barriers.

[mStock - Mirae Asset Capital Markets India @mstock_in]

4/
Who Gets Hurt Most: Maruti, Volkswagen, Hyundai, Nissan?

• Volkswagen India: The German automaker will be impacted the most as nearly 50% of India’s total car exports to Mexico are from group.
• Hyundai India: It exports around $200 million worth of cars a year to Mexico. Higher tariffs will strain margins or force a rethink on export strategy volumes and product mix .
• Nissan: Exports nearly $140 million annually, including India-assembled Magnite. The new duties may hit its India-to-Mexico strategy.
• Maruti Suzuki: Nearly $120 million of Maruti’s total exports was to Mexico. Higher tariffs on its Latin America-focused models can drag export growth down.

Source: Reuters

[mStock - Mirae Asset Capital Markets India @mstock_in]

3/
Impact on Indian Auto Industry

•Import duty on Indian cars rises to 50% from 20%, hitting roughly 1 billion dollars’ worth of exports.
•Rerouting exports through other countries can be tricky but might be a practical option for some auto makers.
•Manufacturers may have to shift exports directly to new markets like Latin America, ASEAN, EU and Africa.

[mStock - Mirae Asset Capital Markets India @mstock_in]

2/
How Mexico’s Tariffs May Hit India

•India’s exports to Mexico span cars, auto components, textiles, chemicals, plastics and some pharma.
•Higher tariffs make Indian products more expensive, so some exports may shrink.
•This can also dent India’s export growth to Latin America.
•Possible disruption in capacity-planning for factories geared towards exports to Mexico.

[mStock - Mirae Asset Capital Markets India @mstock_in]

1/
Why Mexico Imposed Tariffs on Asian Countries?

•On December 11, Mexico announced import duties (up to 50%) on 1,400+ imported products from countries without trade deals, including India.
•The stated aim is to protect local industries, save jobs, and boost government revenues.
•Key sectors hit: Autos and auto parts, textiles and garments, plastics, footwear, and certain steel products.

[mStock - Mirae Asset Capital Markets India @mstock_in]

Mexico’s New Tariffs to Hit Auto Exporters🧵👇

[mStock - Mirae Asset Capital Markets India @mstock_in]

India is growing and fast.
With GDP hitting 8.2% in Q2 FY26, the country has recorded its strongest growth in six quarters.

From manufacturing and infra to finance and tech, engines of the economy are accelerating.

Understand what this means for jobs, businesses and your wallet.

#gdpgrowth #indianeconomy #mStock #MiraeAsset