JG - 🇮🇳

Proud Indian, NISM/SEBI certified investor, value investor & lifelong learner, gamma male.

[JG - 🇮🇳 @Jatingohil_JG]

Some basic learning.

#SEBI
#NISM
#Keeplearning

[JG - 🇮🇳 @Jatingohil_JG]

@microcp2mltibgr Absolutely correct 💯

[JG - 🇮🇳 @Jatingohil_JG]

@microcp2mltibgr Means my portfolio is doing good 😊

[JG - 🇮🇳 @Jatingohil_JG]

@Share_Market Same here in Delhi

[JG - 🇮🇳 @Jatingohil_JG]

@microcp2mltibgr "Stock market is a business of regrets"

[JG - 🇮🇳 @Jatingohil_JG]

@rajuidesai Holding 🙏

[JG - 🇮🇳 @Jatingohil_JG]

@rajuidesai Holding 🙏

[JG - 🇮🇳 @Jatingohil_JG]

@microcp2mltibgr Bhai...the response was unexpected, but realistically excellent. Thank you.

[JG - 🇮🇳 @Jatingohil_JG]

@rajuidesai #CordsCable at 268 now ATH 🙏

[JG - 🇮🇳 @Jatingohil_JG]

@rajuidesai Latest result #Cordscable

[Vishal Vardhan @microcp2mltibgr]

Food inflation may be the next commodity shock investors are underestimating.

The transmission mechanism is straightforward:

Crude oil ↑ → Energy ↑ → Fertiliser ↑ → Diesel & machinery costs ↑ → Irrigation & transportation ↑ → Farm input costs ↑ → Crop yields/supply ↓ → Food prices ↑

Agriculture is an energy-intensive industry. Natural gas is a critical feedstock for nitrogen fertilisers; diesel powers tractors, harvesters and logistics; electricity powers irrigation and cold storage; and higher freight costs eventually find their way into the supermarket.

The concern is not simply higher oil prices. It is the second-order effect on the economics of farming.

When input costs remain elevated, farmers eventually have three choices:

Use less fertiliser and other inputs,
Reduce acreage, or
Shift toward less input-intensive crops.

The first two can reduce future supply, creating a feedback loop:

Higher energy costs → lower agricultural investment/input usage → weaker future supply → higher food prices → broader inflation.

This is already becoming visible. The FAO has warned that elevated energy and fertiliser costs can force farmers to reduce input usage, potentially affecting yields and food availability into 2027. (FAO Digital Media Hub)

And the risk is broader than cereals. Higher crude prices can also increase biofuel demand, putting additional pressure on vegetable oils and competing with food production. (FAOHome)

For India, this matters even more.

India is a major agricultural economy, but it remains highly exposed to imported crude oil, fertiliser inputs, energy and global commodity prices. A prolonged oil shock can therefore create an uncomfortable combination of higher food inflation + higher import costs + pressure on the rupee + weaker household purchasing power.

This is why I would not look at crude oil in isolation.

The bigger trade to watch is:

Expensive Oil → Expensive Energy → Expensive Fertilisers → Expensive Agriculture → Expensive Food.

We may be entering a period where food itself becomes an inflation hedge.

For investors, the answer isn’t necessarily to simply hold crude. The broader opportunity set could include energy, fertilisers, agricultural commodities, food producers and companies with strong pricing power.

Don’t wait for food inflation to appear in the CPI before thinking about the hedge.

By the time it reaches the supermarket shelf, the commodity cycle has already moved much further upstream.

The global food system may be entering an era where the cost of producing calories matters as much as the demand for them.

[JG - 🇮🇳 @Jatingohil_JG]

@rajuidesai Latest result #GNRL

[JG - 🇮🇳 @Jatingohil_JG]

#15August
#स्वतंत्रतादिवस

[JG - 🇮🇳 @Jatingohil_JG]

@rajuidesai Latest result #Wanbury

[JG - 🇮🇳 @Jatingohil_JG]

@rajuidesai Latest result #Wanbury

[JG - 🇮🇳 @Jatingohil_JG]

@rajuidesai Latest result #AutomotiveAxles

[JG - 🇮🇳 @Jatingohil_JG]

@rajuidesai Latest results #LGBalakrishnan

[Rajeev Desai @rajuidesai]

In my early days there was no Internet ,hence there was very Less or No information of any Co in Public Domain.
I have to depend on AR which was also hard to get, unless you have shares of those Cos.
You are all Blessed that you have all info right in front of you , including bad news of Co, like MD banned, or Promoters selling, or Co lost a imp Customer, and results are declared every qr, in my time, results use to get declared every year and hence no access of Co growth etc....
We have to depend on Tips, recommendations, read magazines , Biz Papers, which I use to do.
Buying Capital Market and Business India magazine every fortnight without fail, reading two Biz paper every day, Economics Times and Business Standard.
Spending money on them without any profit as from start I was an investor and not a trader!!

[JG - 🇮🇳 @Jatingohil_JG]

@DeepikaBhardwaj @ANKUSH_MrBanker

[Vishal Vardhan @microcp2mltibgr]

TIPS MUSIC
7% up today🔥
Results on wednesday
Again above 715 and facing the sellers hard this time.
Hope this time all sellers are wiped out.
Not a buy sell recommendation.

[JG - 🇮🇳 @Jatingohil_JG]

@rajuidesai #Wanbury @ 360 today, 4x for me🙏