Vikrant

A socialist and a freelancer, love to explore new places and cultures

[Arun Chaudhary @arunitz1986]

@ETNOWlive @EconomicTimes I think use of AI may be dangerous without proper human skills. See your recent news in the attachment- Donald Trump is not a former president of USA but he is current president from last 1 year. If Trump got this news he would not be happy.

[Vikrant @IndianDemocrat7]

@arunitz1986 @KhanUsman77000 @ETNOWlive @EconomicTimes @EconomicTimes You must be very carefull while publishing news. TRUMP is not a former president.

[Vikrant @IndianDemocrat7]

@arunitz1986 @KhanUsman77000 @ETNOWlive @EconomicTimes @EconomicTimes You must be very carefull while publishing news. TRUMP is not a former president.

[Arun Chaudhary @arunitz1986]

@drpezeshkian @IRIMFA_EN @Iran_GOV Be careful and remember that Trump is most untrusted and unpredicatable man, Isarel also try to do some misadventure. Instaed of celebrating your victory you must focus on protecting your Kharg island and backup plan for power grids and other structute.Kudos!

[Arun Chaudhary @arunitz1986]

@IRIMFA_EN @MEAIndia @AlJazeera @ReutersBiz @BBCBreaking @business @IEA Iran is allowing to pass through oil tankers of India and China. It shows great progress towards peace and stablity in the region. Both countries having more than 3 billion people. So it is big relief .

[Vikrant @IndianDemocrat7]

#IranWar

[Arun Chaudhary @arunitz1986]

@IRIMFA_EN @MEAIndia @AlJazeera @ReutersBiz @BBCBreaking @business @IEA Iran is allowing to pass through oil tankers of India and China. It shows great progress towards peace and stablity in the region. Both countries having more than 3 billion people. So it is big relief .

[Vikrant @IndianDemocrat7]

@WhiteHouse except of embrassement, nothing is achieved by you and your stupid president from war at Iran

[Arun Chaudhary @arunitz1986]

@POTUS @CENTCOM @IRIMFA_EN It is shameless and humiliation for USA, how USA president is begging for ceasefire and Iran is rejecting their request. You must think 100 times before starting this war, what was your goal? You are now afraid and seeking help from Nato,EU, Asia.

[Vikrant @IndianDemocrat7]

@WhiteHouse except of embrassement, nothing is achieved by you and your stupid president from war at Iran

[Arun Chaudhary @arunitz1986]

@POTUS @CENTCOM @IRIMFA_EN It is shameless and humiliation for USA, how USA president is begging for ceasefire and Iran is rejecting their request. You must think 100 times before starting this war, what was your goal? You are now afraid and seeking help from Nato,EU, Asia.

[Usman Khan @KhanUsman77000]

@arunitz1986 @ndtv @PMOIndia @narendramodi @AJEnglish @ReutersBiz @BBCBreaking

[Arun Chaudhary @arunitz1986]

@PMOIndia @narendramodi It is embrassing and shame for India and Indian Navy. Our dominance in Indian Ocean is cahllenged, can India ever do with US allies like this in ocean near USA. No single word from our Govts mouth is a sign of our weakness and cowardness. US can attack when Iranian ship reach near Iran. Feeling ashamed we can not protect ships who joined Indian exercise.

[Arun Chaudhary @arunitz1986]

These are the most impacted negative sides of this tade deal so far as per details available
1️⃣ Edible Oils / Soybean Oil
Why hit:
Lower-duty U.S. soybean oil + quota → cheaper imports → pressure on domestic refiners & oilseed ecosystem.
Indian companies to watch:
•Adani Wilmar
•Ruchi Soya (Patanjali Foods)
•Marico
•Emami
Investor takeaway:
⚠️ Margin compression risk, especially if import quotas are generous.
________________________________________
2️⃣ Oilseed & Soybean Farmers / Processors
Why hit:
Imported oil disincentivizes domestic crushing → weaker raw material prices.
Exposed companies:
•Kaveri Seed Company
•Mangalam Seeds
•Rallis India
Investor takeaway:
⚠️ Earnings volatility if farm-gate prices weaken.
________________________________________
3️⃣ Pulses & Lentils
Why hit:
Lower duty imports of select U.S. pulses → domestic price competition.
Watchlist:
•LT Foods
•KRBL
•Chaman Lal Setia
________________________________________
4️⃣ Dry Fruits / Tree Nuts
Why hit:
U.S. almonds, pistachios, walnuts become cheaper.
Indian companies exposed:
•Haldiram's (unlisted but ecosystem impact)
•Bikaji Foods
•DFM Foods
Investor takeaway:
⚠️ Cost advantage to importers; neutral to mildly negative for processors.
________________________________________
5️⃣ Fresh & Processed Fruits
Why hit:
Cheaper U.S. apples, cherries → pressure on premium domestic fruit supply chain.
Watch:
•Reliance Retail (beneficiary)
•Hatsun Agro (processed foods exposure)
Investor takeaway:
❗ Impact is indirect, more on farmers than listed firms.
________________________________________
6️⃣ Alcohol – Wines & Spirits
Why hit:
Lower import duty on U.S. wine & spirits → premium segment pressure.
High-risk names:
•United Spirits
•Radico Khaitan
•Sula Vineyards
Investor takeaway:
⚠️ Premiumization slows, margins compress.
Mass-market alcohol stays safe.
________________________________________
7️⃣ Animal Feed / DDGS
Why hit:
Cheap U.S. DDGS lowers feed costs but hurts local feed makers.
Losers:
•Godrej Agrovet
•Avanti Feeds
Investor takeaway:
🟡 Feed companies = margin pressure
________________________________________
8️⃣ Medical Devices
Why hit:
Lower duty U.S. devices → hospital procurement shifts to imports.
High-risk domestic makers:
•Poly Medicure
•Surgimed
•Skanray
Investor takeaway:
⚠️ SMEs face pricing pressure.
High-tech imports dominate premium hospitals.
________________________________________
9️⃣ ICT / GPUs / Data Centre Hardware
Why hit:
Lower barriers for U.S. GPUs → imports dominate → domestic assembly squeezed.
Most exposed:
•Dixon Technologies
•Kaynes Technology
•Amber Enterprises
Investor takeaway:
🔴 Big risk to margins if domestic value-add stays low.
Long-term depends on PLI success.
________________________________________
🔟 Specialty Chemicals
Why hit:
U.S. specialty chemical imports gain cost edge.
Companies to monitor:
•Navin Fluorine
•SRF
•Aarti Industries
________________________________________
1️⃣1️⃣ Automobiles / Premium ICE (MEDIUM)
Why hit:
Lower duties on high-CC bikes & ICE luxury cars.
Watch closely:
•Eicher Motors
•TVS Motor
•Mahindra
•Tata Motors (luxury ICE exposure)
________________________________________
1️⃣2️⃣ Defence Manufacturing
Need to watch:
•HAL
•Bharat Electronics
•Bharat Forge

[Arun Chaudhary @arunitz1986]

@narendramodi @PiyushGoyal @PMOIndia are we really a sovereign if we can't take our own decision. Ceasefire decided by Trump. Oil purchase decided by trump. Tarrifs decided by Trump, China has guts to retailiate on tarrifs and US can not force China on their foreign relations.

[Arun Chaudhary @arunitz1986]

It is not a win win situation for India, Need to see if history is repeating itself and we are going back to colonial era. Indian agri and dairy products never in demand in USA or EU but their products can completely destroy our domestic products, farmers. Even Stopping Russian oil would create negative impact on economy as well as long term relations with Russia, Not sure why you compromised , due to perosnal reasons. I will share shortly what you did in terms of this tarde deal so far bases on small infomration provided by you.

[Arun Chaudhary @arunitz1986]

@CNBC_Awaaz @ETNOWlive @NDTVProfitIndia @ZeeBusiness @ReutersBiz @business @BBCBreaking @FinancialTimes

[Vikrant @IndianDemocrat7]

@anandmahindra Sir you did lots of things for this country but why can't launch a M&M Electric bike. I met with many bike delivery partners who really need a reliable and budget friendly brand for quick delivery service so that they can at least save some money. Please think🙏

[Vikrant @IndianDemocrat7]

@anandmahindra Sir you did lots of things for this country but why can't launch a M&M Electric bike. I met with many bike delivery partners who really need a reliable and budget friendly brand for quick delivery service so that they can at least save some money. Please think🙏

[Arun Chaudhary @arunitz1986]

@trackonindia There is no delivery of product and showing as weekly off in status since 7th of August. No response on tickets,calls, emails,tweets. a fraud company @jagograhakjago @consaff please investigate this courier company they are cheating customers in the name of courier

[Arun Chaudhary @arunitz1986]

@trackonindia you need to be ashamed of your services, no customer support and response on ticket raised. Working like a fraud. See what is the status of the ticket but I didn't receive the consignment till now. You need to be honest and fair.

[Arun Chaudhary @arunitz1986]

@consaff @PMOIndia @trackonindia consumer ministry and PMO please ban this fraud courier company Trackon they never delivered courier and never responded to calls and tickets. Their courier staff misbehaves when we try to connect. They're frauds and scammers. I can share proofs.