Adharsh Shaji

“Tracking Indian markets 📊 | Stocks, sectors & regulatory trends 🚀 | Sharing insights, not tips |

[Adharsh Shaji @AdharshShaji]

@Med1_Ai On

[Adharsh Shaji @AdharshShaji]

@Med1_Ai YT

[Adharsh Shaji @AdharshShaji]

@mentorAIhere Guide

[Adharsh Shaji @AdharshShaji]

@dmuthuk https://t.co/Z4RczU4zPi

[Adharsh Shaji @AdharshShaji]

📈 50 Years of Silver: A Roller-Coaster Ride

⚡ 1980: Hunt Brothers → $50/oz mania
⚡ 2011: Another ~$50/oz spike (QE + solar boom)
⚡ 2020–25: $12 → mid-$40s (stimulus + PV demand)

💡 Silver = dual role (money + industry) → higher beta than Gold.
Great for tactical plays, not core holding.

#Silver #Commodities #Investing

[Adharsh Shaji @AdharshShaji]

Netweb Technologies
BHOOM 🎇

[Adharsh Shaji @AdharshShaji]

@Akshat_World Gold preserves wealth. Stocks create it. Big difference. 🙂

[Adharsh Shaji @AdharshShaji]

🌍 Market & Geopolitics: A Tough Phase

The Indian equity market has been correcting for 9 straight sessions, and the pain is visible across sectors. Investors are anxious, portfolios are under stress, and sentiment is weak.

But the correction is not only about earnings or valuations—it’s also about global dependence and geopolitics. Most countries, whether India or China, are still heavily dependent on the US for trade, capital flows, and technology.

At the same time, recent diplomatic tensions have left both India and the US feeling humiliated. This is unusual, because no nation likes to lose face on the global stage. Such developments create uncertainty, which immediately translates into risk-off behavior by foreign investors.

📉 Market Factors Adding to the Pressure:
•FII Outflows: Foreign investors have been pulling money out, partly due to rising US bond yields and global uncertainty.
•Strong USD: The strengthening dollar makes emerging market assets less attractive, putting further pressure on Indian equities.
•Global Risk Sentiment: With geopolitical cracks widening, global funds are shifting towards safer assets like US treasuries.

But history shows that corrections are temporary. The underlying fundamentals of India remain strong: a resilient domestic economy, robust consumption, and government focus on manufacturing, infra, and digital growth.

Yes, the current pain is bigger, and both sides (India and the US) need to manage egos and expectations. But once the geopolitical dust settles, markets will stabilize, FII flows can return, and long-term investors may find this phase as an opportunity rather than a setback.

🙏 Hope for the best—this storm too shall pass.

[Adharsh Shaji @AdharshShaji]

Thank you for your attention on this matter 🤓

[RedboxGlobal India @REDBOXINDIA]

TRUMP ON TRUTH SOCIAL:

In order to make North Carolina, which has completely lost its furniture business to China, and other Countries, GREAT again, I will be imposing substantial Tariffs on any Country that does not make its furniture in the United States. Details to follow!!! President DJT

[Adharsh Shaji @AdharshShaji]

100% tariff on foreign films 🎬 = Americans stuck with only Marvel sequels & Hallmark Christmas movies forever 😭

[CNN Breaking News @cnnbrk]

Trump announces 100% tariff on movies made outside of the US.
https://t.co/WIpxCvlyDB

[Adharsh Shaji @AdharshShaji]

@Akshat_World Sad but true… retail always ends up being the exit liquidity. The VC–IPO–DII–SIP cycle is too perfect to fail. 🥲

[Adharsh Shaji @AdharshShaji]

Nifty finally smiled after a few sulky red days 😎📈 #MarketsBounce

[Adharsh Shaji @AdharshShaji]

@ThetaVegaCap 😆

[Adharsh Shaji @AdharshShaji]

💳 Credit card usage in India is rising sharply 📈

Biggest beneficiaries:
🔹 SBI Cards – only pure-play listed credit card co.
🔹 HDFC Bank – largest issuer, premium segment focus.
🔹 ICICI Bank – strong co-branded cards, growing spends.
🔹 Axis Bank – expanding aggressively post Citi deal.
🔹 Kotak Bank, RBL Bank – niche but growing portfolios.

👉 Rising card spends = higher fee income & profitability 🚀

#CreditCards #IndiaGrowth #StockMarket

[Moneycontrol @moneycontrolcom]

📈Festive sales drive online credit card spending to all-time high, likely to touch Rs 1.2 lakh crore in September

@AnandJRAnand reports 👇
https://t.co/CFjazTINrs

[Adharsh Shaji @AdharshShaji]

🥗 India’s Food Processing Boom! 🇮🇳

Big players — Reliance, Coca-Cola, Amul, Nestlé & more — sign deals to invest ₹1.02 lakh crore in India’s food processing sector. 💰

👉 Boosts jobs, farmer income & takes the industry to the next level. 🚀

Other majors: Tata Consumer, Patanjali, Dabur, Godrej Agrovet, Haldiram, Lulu Group + more

[Adharsh Shaji @AdharshShaji]

🌟 Smallcap Stars! 🌟

These Indian smallcaps are punching above their weight — posting revenues 249% higher than their market cap! 🤯📊

📌 BCL Industries
📌 Gokul Agro Resources
📌 HMA Agro Industries
📌 TeamLease Services
📌 J Kumar Infraprojects

💡 Strong sales momentum = signal of big growth potential in the smallcap space 🚀

#Smallcap #StocksToWatch #Investing

[Adharsh Shaji @AdharshShaji]

@dmuthuk Brilliant analogy by Howard Marks 🎯 Investing isn’t switching between offense & defense — it’s finding the right balance within the same portfolio. Risk appetite decides your playbook. ⚽📈

[Adharsh Shaji @AdharshShaji]

🚀 Avantel Ltd Expansion | MCap ₹4,740 Cr

📍 New 4-acre facility in Hyderabad (~76,000 sq.ft)
🎯 Focus: SDR, Radar Systems, Satellite Tech
🛰️ AIT for Satellites & GSaaS (Ground Station as a Service)
📆 Inauguration: Oct 2, 2025

👉 Strategic boost for Avantel’s growth trajectory! #avantel

[Adharsh Shaji @AdharshShaji]

@ValueMulticaps @grok is this news has any reliable source

[Adharsh Shaji @AdharshShaji]

Stocks in Focus – Sept 29 (Mon) 📊

🔹 Tata Motors – Demerger Oct ‘25; CFO→JLR CEO
🔹 Jindal Steel – New 5 MTPA furnace
🔹 Shriram Finance – ₹300cr into subsidiary
🔹 Waaree Energies – Buys 76% Racemosa Energy
🔹 IRFC – ₹3,388cr loan to NTPC PVUNL
🔹 HDFC Bank – DFSA notice in Dubai
🔹 Alkem Labs – Moves trade generics biz
🔹 Birlasoft – CEO reappointed
🔹 PG Electroplast – Buys 50 acres @ ₹1,000cr
🔹 Chambal Fert – ₹527cr GST penalty
🔹 BEL – Wins DRDO missile tender
🔹 Lemon Tree – Leadership rejig
🔹 Azad Engg – $73.5m Mitsubishi order
🔹 Godrej Agrovet – ₹960cr MoU
🔹 Vascon Engg – MoU with Adani Infra
🔹 Oil India – Gas find in Andaman
🔹 Brigade – Sells land ₹110cr
🔹 HUL – GST cut benefit, weak Q2 outlook
🔹 Godawari Power – Plant accident

#StocksToWatch #StockMarketIndia

[Adharsh Shaji @AdharshShaji]

🌍 The global economic map is shifting! 📊

For the first time in nearly 30 years (since 1996), foreign central banks now hold more gold than U.S. Treasuries in their reserves.

This isn’t just a number—it’s a clear sign of global de-dollarization.

Why does this matter?

1️⃣ Weaponization of the Dollar: Concerns over sanctions and political risks are driving nations towards gold, a neutral safe-haven asset.

2️⃣ Hedge against debt: With U.S. national debt soaring past $37 trillion, gold is seen as a shield for financial security.

3️⃣ Gold’s big rally: Central banks have been buying record amounts of gold for the last 3 years—fueling a price surge.

(JPMorgan projects gold could hit $4,000/oz by mid-2026!)

The world is moving towards a more diversified reserve system.

This may mark the beginning of one of the biggest global rebalancing acts in history!

#Gold #DeDollarization #CentralBanks #USTreasuries #SafeHaven #GlobalEconomy #FinancialNews