IshaInversor

SEBI REGISTERED RA | MBA FINANCE | IT Engineer | BankNifty Trader| Astro Believer | Sharing opinion for education purpose |15+ Years of Trading Experience 🤷‍♀️

[IshaInversor @IshaInversor]

SAIL 166

[IshaInversor @IshaInversor]

#SAIL

IF it manage to close above 161
expected move can be till 188

[IshaInversor @IshaInversor]

#SAIL

IF it manage to close above 161
expected move can be till 188

[IshaInversor @IshaInversor]

US has pressure from expensive money, Iran depends on oil — so both are under stress in different ways.

[IshaInversor @IshaInversor]

8.proposes plans to boost sports GOod Manufacturing
9.india textile sector get supportive schemes ,Mid trump 50% Tarrif
10.India Aims for 12.2ntrollion investmnt in infrastructure
11.Aims for boosting coastal cargo shipping.
12.Anniunces plans for 7 high speed rail corridor

[IshaInversor @IshaInversor]

1. Focuses on Manufacturing Economic growth.
2.Aims to establish India as Global hub for pharma Manufacturing in 2026
3.plans to allocate 100 Billion Rupees for Boopharma sector over 5 years.
4.Aims to launch semiconductor Missio.plans to increase 400 billion rupees for developin

[IshaInversor @IshaInversor]

developing 400 billion rupees for semiconductor manufacturing.
5.plans for Rare Earth magnet corridor
6.Announces 400 billion Spending plan for electronic components in Manufacturing[ Can be beneficial for Amber enterprise
7.Announnes schemes for container Manufacturing.

[IshaInversor @IshaInversor]

However, this move may adversely impact Indian companies such as BHEL, Larsen & Toubro, and railway-sector PSUs. These domestic firms, which currently operate with relatively limited competition in government projects, could face intense pricing pressure and margin compression.

[IshaInversor @IshaInversor]

If the Indian government allows Chinese companies to bid for government contracts again, it could significantly enhance competition and productivity, as Chinese firms are known for their cost efficiency and large-scale execution capabilities.

[IshaInversor @IshaInversor]

Sector wise returns in this year

🟢PSU Bank +31%
🟢Metal: +29%
🟢Auto: +23%
🟢Defense: +20%
🟢Nifty Bank: +17%
🟢Commodities : +17%
🟢Finance: +17%
🟢Capital Market: +16%
🟢Private Bank :+16%
🟢Oil & Gas :+14%
🟢Infra +13%
🟢Consumption : +8%
🟢PSE: +3%
⚪️Energy: 0%
🔴FMCG: -2%

[IshaInversor @IshaInversor]

@IreneLye @sheslee @matthughes13 @po_mper upper rally

[IshaInversor @IshaInversor]

*MONDAY → US GOVERNMENT SHUTDOWN ENDS*
*TUESDAY → FOMC RATE CUT*
*WEDNESDAY → FED PRINTS $1.5 TRILLION*
*THURSDAY → S&P 500 EARNINGS*
*FRIDAY → CRYPTO*
*LEGALIZATION BILL SIGNED*
*SATURDAY → TARIFF DEADLINE*

[IshaInversor @IshaInversor]

Happy Diwali Everyone 🎇🪔
May God bless your PnL and Portfolio with Green colours✌️

[IshaInversor @IshaInversor]

CUES TO WATCH
SEPTEMBER 30
Last day of H1FY26

INDIA
- Monthly Nifty expiry, fiscal deficit data
- Reports: Digital Personal Data Protection Act final rules expected tomorrow

GLOBAL
- U.K - GDP
- China - Official manufacturing and non-manufacturing PMI
- Japan - Industrial prod

[IshaInversor @IshaInversor]

BREAKING:

🇺🇸 Fed cuts rates by 25bps today.

Powell signals more cuts coming next month.

BIGGEST. BULL. RUN. BEGINS

[IshaInversor @IshaInversor]

#Events
Global*: U.S. CPI, jobless claims, and budget data out. Eurozone ECB rate decision. Japan PPI data.
Corporate Action*: Infosys board to discuss share buyback. Patanjali Foods ex-bonus trading. Blue Jet Healthcare OFS opens for retail investors.

[IshaInversor @IshaInversor]

Infy will consider first buyback in three years on sep 11
Buyback has been priced at average premium 25%
#Infy

[IshaInversor @IshaInversor]

US had provided for tariff exemption on smartphones, laptopstablets

▶️India has been exporting electronics to US availing of exemptions

▶️US likely to host a review meeting to decide on continuation of tariff exemptions

▶️Review meet in US is scheduled before expiry of 90 day