Read the aggregate, not the headline.
"Europe is losing its industry to China."
It's the hottest macro narrative right now.
The trade data tells a more interesting story. 🧵
EU's goods deficit with China hit ~€360bn in 2025. Up from €312bn in 2024. Eye-watering.
But here's what the doom-posters skip:
The EU STILL ran an overall goods surplus with the world (~€130bn).
#EU #China #Economics
@vbomkara Sirji, if possible can u share Whats the rationale behind investing in Wendt.. - while Murugappa dint particiapted in OFS, margins as well as Profit is also not showing signs of revivals..
The most underrated setup in Indian renewables right now 🧵👇:
High PEs are normalizing — but the healthy way.
Earnings are sprinting. Prices are waiting.
$WAAREEENER → profit +101%, P/E ~60x → ~23x
$SUZLON → revenue +54%, P/E 100x+ → ~24x
$KPIGREEN → PAT +57%, P/E ~33x → ~17x
$PREMIERENE → PAT +61%, P/E ~55x → ~32x
Not a crash. A reset.
The froth left. The earnings stayed.
Not investment advice · views personal
@Sharad9Dubey@NDTVProfitIndia Good space to looknfor coming years.. Coffee Consumption in India is increasing while organized payers r very few to play the theme... only concern to me in this co is Promoters holding reduced from some 47% to 35% in span of just 2 years...
🇮🇳 India just moved to fast-track medical device manufacturing.
Health Ministry's draft amendment to Medical Devices Rules, 2017:
📉 Class B (BP monitors, needles, pulse oximeters): 140 → 115 days
📉 Class C/D (cardiac stents, hip/knee implants): 105 → 90 days
Ease-of-doing-business push for a ~$13–15bn sector. 30-day comment window now open — not law yet.
#MedicalDevices #Healthcare #Pharma #Investing
@NDTVProfitIndia@niraj_shah If possible sirji, kindly do podcast or full detailed interview which will help investors like us to grab next big opportunity..
@NDTVProfitIndia@niraj_shah Sirji, same here supper bullish on Mid Size & Small Size Pharma Cos.. as well as CDMO & CRDMO looks very bullish for future..
Pure-play / CDMO-CRDMO is the core business
These are the cleanest ways to play the theme:
1) Syngene International — the integrated CRDMO (Biocon subsidiary), discovery-to-manufacturing, dedicated centers.
2) Sai Life Sciences — integrated CRDMO, "follow the molecule," IPO'd Dec 2024.
3) Anthem Biosciences — CRDMO with the broadest modality range (fermentation, small molecule, biologics, ADC, RNAi), IPO'd 2025.
4) Divi's Laboratories — technically the largest; custom synthesis + generic APIs (more API+CDMO hybrid, but CDMO is huge).
5) Cohance Lifesciences — formed from the Suven Pharma + Cohance merger (Advent-backed), small molecule + ADC CDMO.
6) Concord Biotech — fermentation-based API/CDMO (immunosuppressants, anti-infectives).
7) Neuland Laboratories — CMS (custom manufacturing solutions) + APIs; CMS arm is the CDMO play.
#CDMO #CRDMO #API #Pharma
Commodity mania is getting a brutal reality check. #Gold is off the highs, #silver has been crushed, and crude is sliding back toward pre-war levels. The market is screaming one thing: the fear premium is being erased, and the commodity supercycle narrative needs a serious reset.
Said Earlier - Crowded Trades dont ends politely...
#Commodity #Investing
@EquityValueIn@grok which indian co. Is having the highest Capex , as well has highest compounds delivered and turned the highest number of molecules from R&D to scalability...
Crude Oil - Scare for India & Global Economy is going back to Square 1.. Inflation to Adjust very soon, while now its time for Countries & Oil OMCs to reduce the prices asap for people.
#Oil#Crude#Inflation#OMC
CrudeOil - After U.S - Iran Peace Deal - crude is at $80.8. If any close below 80$ we could see sub $65 levels from where the rally as started...
Is Crude Going Back Home..??
#Crudeoil#Peace#IranWar#hormuz_strait
Yesterdays , NVIDIA posted Water usage has been a hot topic in the AI data center world, but the numbers may surprise you.
According to the Manhattan Institute, data centers use 0.2 percent of daily water usage in the U.S. and that number has dramatically decreased in the past few years due to a new method: liquid cooling.
By moving to 45°C liquid cooling, AI factories in favorable climates can use dry coolers instead of conventional cooling-tower-based systems, cutting facility cooling water use from roughly 2.6M gallons per MW per year to near zero.
Liquid cooling enables AI factories to be both water and energy efficient, while creating opportunities for heat reuse and dispersal to local communities, allowing these factories to become energy grid assets.
If Cooling system works - Stocks like SRF, Navin Fluro would be huge beneficary which market are not seeing this..
@shiladitya4u These FTAs would benefit these cos alot in coming qtrs... but competition from China & Bangladesh is high from last few years which replaced our space..