@connectgurmeet Thank you Paaji for sharing this refreshing and eternal thought amidst transient subjects like war, Nifty, BoP, SIP etc etc. keep them coming 🙏
A theme quietly building in 2026:
INR weakness + Yuan appreciation + Import Substitution.
The Chinese Yuan has appreciated nearly 20% against the INR over the last year, creating a reasonably meaningful shift in competitiveness if it sustains.
The market seems to be noticing.
The Nifty India Manufacturing Index is outperforming Nifty this year by a wide margin.
The logic is straightforward:
• A weaker rupee makes Indian exports more competitive globally. • A stronger yuan makes Chinese imports relatively more expensive. • Domestic manufacturers gain from import substitution. • Earnings often follow currency-driven competitiveness with a lag.
We've seen similar setups in previous cycles where currencies did the heavy lifting before profits and stock prices caught up.
Could manufacturing—particularly exporters and import-substitution beneficiaries—turn out to be this cycle's biggest surprise?
#Manufacturing #India #MakeInIndia #Investing #Markets #Exports
Namaste friends, please retweet this unusual request to maximize reach.
Sri @annamalai_k ji is at important crossroads & the next year is a BIG ONE for him. IF you care for him, BJP & TN, please do the prayers I am suggesting below, at the times mentioned below, with the sankalpa mentioned below.
(1) Solar New Year
TIME: 2026 June 4, 4:45-5:15 pm IST (please convert to local time if you live outside of India)
PRAYER: Chant Durga Saptashloki once, chant the pair (Lakshmi Ashtottara Shata Nama Stotra, followed by Vishnu Sahasra Nama Stotra) as many times as you can (each time repeat the pair), Lakshmi Ashtottara Shata Nama Stotra one last time and then Durga Saptashloki once at the end.
SANKALPA: Say this before the chanting:
शिव गोत्रोद्भवस्य आश्रेषानक्षत्रे कर्कराशौ कन्यालग्ने जातस्य कुप्पुसामि अन्नामलै नामधेयस्य शीघ्रमेव तमिळराज्याधीशत्व सिद्ध्यर्थं दुर्गालक्ष्मीविष्णुध्यानकर्म यथाशक्ति करिष्ये।
ஶிவ கொத்ரொத்பவஸ்ய ஆஶ்ரெஷானக்ஷத்ரெ கர்கராஶௌ கன்யாலக்னெ ஜாதஸ்ய குப்புஸாமி அன்னாமலை னாமதெயஸ்ய ஶீக்ரமெவ தமிளராஜ்யாதீஶத்வ ஸித்த்யர்தம் துர்காலக்ஷ்மீவிஷ்ணுத்யானகர்ம யதாஶக்தி கரிஷ்யெ|
śiva gotrodbhavasya āśreṣānakṣatre karkarāśau kanyālagne jātasya kuppusāmi annāmalai nāmadheyasya śīghrameva tamiḻarājyādhīśatva siddhyarthaṁ durgālakṣmīviṣṇudhyānakarma yathāśakti kariṣye|
(2) Soli-lunar New Year
TIME: 2026 June 19, 2:15-2:45 pm IST (please convert to local time if you live outside of India)
PRAYER: Chant Durga Saptashloki as many times as you can.
SANKALPA: Say this before the chanting:
शिव गोत्रोद्भवस्य आश्रेषानक्षत्रे कर्कराशौ कन्यालग्ने जातस्य कुप्पुसामि अन्नामलै नामधेयस्य शीघ्रमेव तमिळराज्याधीशत्व सिद्ध्यर्थं दुर्गाध्यानकर्म यथाशक्ति करिष्ये।
ஶிவ கொத்ரொத்பவஸ்ய ஆஶ்ரெஷானக்ஷத்ரெ கர்கராஶௌ கன்யாலக்னெ ஜாதஸ்ய குப்புஸாமி அன்னாமலை னாமதெயஸ்ய ஶீக்ரமெவ தமிளராஜ்யாதீஶத்வ ஸித்த்யர்தம் துர்காத்யானகர்ம யதாஶக்தி கரிஷ்யெ|
śiva gotrodbhavasya āśreṣānakṣatre karkarāśau kanyālagne jātasya kuppusāmi annāmalai nāmadheyasya śīghrameva tamiḻarājyādhīśatva siddhyarthaṁ durgādhyānakarma yathāśakti kariṣye|
The reason I am suggesting this is that his Tajak Varshaphal chart for 2026-27 has 5th lord Rahu in 5th and lagna lord Venus and 9th lord Mercury in 9th. That chart takes effect at the time above. His Tithi Pravesh chart for 2026-27 also has 5th lord Rahu in 5th.
PS: I never made such suggestions/requests in the past for anyone else. But I am 100% confident that Annamalai ji is a sincere, selfless, dharmik & highly competent leader with deep love for TN & India. I am also confident that praying for his success is highly dharmik and WILL benefit TN and India, IRRESPECTIVE of whether he leads a new party that aligns with BJP later or remains with BJP after some drama and a fortified image pleasing people of TN.
PPS: You can start earlier than the time I mentioned and end later than the time I mentioned, but the actual time the new solar/lunar year starts for him is in the middle of the window I gave.
@Normal_2610 Going out of India is not the first choice for female candidates in Maharashtra, since I am associated with this field. The nurse to bed ratio in India is low because the hospitals are not hiring enough. After listing on stock exchanges they have become even more cost conscious.
@MoushumiChatte6 All time favourite ❤️ @MoushumiChatte6 ! Great respect for Hari Bhai and don’t forget the fantastic role played by Deven Verma ji 👏🏼👏🏼
Are @ArvindKejriwal Ji, we finally agree with you.🤣
You were 100% right — no formal education is needed to run the country.🙂
Your PhD in hypocrisy, U-turns, and "main toh bilkul bekasoor hoon" acting has proved that brilliantly. Who needs a degree when you can spend years screaming, "I'm an IITian, 🤡I'm honest!" and then deliver a masterclass in excuses?
After all, look at the masterclass you've given us in flip-flops, excuses, and "I'm innocent, but please bail me" drama.
Who needs a degree when you can teach an entire nation how to say one thing in 2014, the exact opposite in 2024, and still act like the only honest person in politics?
Anna Hazare must be so proud.🔥
BTW, Last but not least, we couldn't agree more, Sad Ji: India really doesn't need someone like you in politics anymore.🤣😂
@ActusDei@nitinjauhari Unfortunately what is landing to viewers is the strong push for global equity and not about asset allocation! Is push for Global equity investing at its peak and heightened USD-INR the right thing to do? The posts tell us that we are missing the bus..