Niraj Shah

Sr Executive Editor @NDTVProfitIndia. Associated with Anjeze, an NGO helping cancer patients -

[Niraj Shah @niraj_shah]

There is more to you!

[Niraj Shah @niraj_shah]

Here’s the whole conversation with @VenuNuguri

https://t.co/vSxUJ6sZzd

[Venu Nuguri @VenuNuguri]

And yesterday, we announced results for Hitachi Energy India Limited. ​Build where the demand is, and lead times shrink and supply chains get stronger. That's why we are investing across India, Australia, Thailand, Vietnam, Indonesia and beyond. ​ @hitachienergy

[Niraj Shah @niraj_shah]

Heartiest congratulations Shiv.. No surprise :)

[Shiv Aroor @ShivAroor]

Live from beautiful Vietnam tonight, deeply honoured to win at the Asian Television Awards for 🏆Best News Presenter & 🏆Best News Show (India Matters)!

This honour is for the exceptional team at @NDTV—and, above all, for you, dear viewer. Thank you ♥️🙏🏽

[Niraj Shah @niraj_shah]

The quickest downfall I have ever experienced of a global superstar who is so influential in the global economy!

[NDTV Profit News @NDTVProfit]

Nvidia shares tumbled 14%, falling below $4 trillion in market value, after Jensen Huang resigned as CEO. The selloff in Nvidia and other AI-linked stocks dragged Wall Street lower, with the Nasdaq Composite down 0.98% and the S&P 500 down 0.59% shortly after the open, while the Dow remained largely flat.

Swipe for the details 👉

#NVIDIA #JensenHuang

[Niraj Shah @niraj_shah]

Wrong side driving, illegal bursting of crackers, incessant breaking of signals - I can go on. What all do motorists and two wheeler riders in Mumbai have to contend with? Are traffic cops on an annual holiday?

@CPMumbaiPolice Sir - please look into it. Sincere request from an ardent Mumbai fan.

[Niraj Shah @niraj_shah]

Today.

[Niraj Shah @niraj_shah]

We tried our best, and the fabulous guests did the rest.

A big thank you to the viewers for tuning in

[Niraj Shah @niraj_shah]

AQI - 75 :)

[Niraj Shah @niraj_shah]

Me neither.. sigh!!

[તીખો ઘૂઘરો #̢̛ͥ̀̽̽ͨ̌̓͆̇̀̽ͦͨͫͯ̏̎̇̈̚͜҉̕͢͏͡҉̸̶̛͢͡ @7Npatel]

I can't defend my gujarat 😭🤦

This family of surat posted on Instagram that they were travelling in 3AC compartment
They're making food on middle berth even this lady is saying that we could have bring electric toaster for making sandwiches

[Niraj Shah @niraj_shah]

In its own way, the market manages to remind you that the things which feel most permanent are often the ones that shift first

[NDTV Profit News @NDTVProfit]

Ahead of the opening bell, @niraj_shah brings you the complete trade setup for the day.

[Niraj Shah @niraj_shah]

This morning’s newsflow

[Niraj Shah @niraj_shah]

Ten things I learnt this Samvat.. my annual attempt at documenting key learnings below.

This year, I loaded up on reading fiction books. For reality seemed stranger than fiction. And fiction reading provided a lot of joy from reading and also some perspective. Books like 'All the Light We Cannot See' and 'The Nightingale' reminded me that even in the darkest, most uncertain stretches of history - when the path ahead is obscured and the odds appear overwhelming - ordinary people endure, adapt and occasionally find light through patience, moral clarity and the quiet accumulation of small acts.

https://t.co/NN1rtmhA3B

[Niraj Shah @niraj_shah]

@oliscore @MananiKiran Thanks a lot :).. Much appreciate

[Niraj Shah @niraj_shah]

A very happy Deepavali to everyone..
I hope that the next Samvat brings all kinds of blessings - health, wealth and being.

Best always.. 🤝🙌

[Niraj Shah @niraj_shah]

I dont remember the last time I saw a 40% EBIDTA estimate gash -

-Citi on PI Industries - Cut FY27–29 EBITDA estimates by 29–40% amid weaker margins!
-Maintain Sell; cut TP to Rs 1,595 from Rs 2,375
-Pyroxasulfone generic competition likely to sustain pricing and volume pressure
-New business investments expected to weigh on profitability for 2–3 years

[Niraj Shah @niraj_shah]

@Shazamzingzong You have to mark the start... and then monitor the course.. simple :)

[Niraj Shah @niraj_shah]

HE WAS SPOT ON

[Niraj Shah @niraj_shah]

Contrarian themes - by one of the ultimate value investors in India

[Niraj Shah @niraj_shah]

While FIIs continue to buy India, with 15k cr of buying yesterday, some interesting stats from US trade yesterday
-S&P 500 excluding tech fell ~2.5%, while chip stocks fell nearly -11%
-+63% rally in VIX - the 5th largest spike in recent history (Source - Kobeissi)

What set the cat amongst the pigeons? Maybe this -
X post from Dem Congresswoman Yassamin Ansari -
"Top of the Democratic agenda on day 1 needs to be a pause on advanced AI development, regulation of this out of control industry, and a ban on artificial superintelligence."

-Post has over 14 million views with several other members of Congress agreeing.

[Niraj Shah @niraj_shah]

@SanjayKhujneri @Sharad9Dubey Maybe this is a big change? Difficult to say. Do what works best for you Sanjay.

My personal view - if crude settles, this seems durable

[Niraj Shah @niraj_shah]

Dhanteras arrives early
-Brent collapses, Global markets celebrate the verdict and possible diffusion (cross fingers)
-Gift Nifty up 320, Gold and silver up 4% apiece

And we see the strongest buying streak from FIIs in 3 years (courtesy @Sharad9Dubey )
-FIIs have 'Bought 20,800 cr' worth of Indian equities in just 4 trading sessions.
-This is their highest 4-day net buying since 2023 and the 2nd-highest since February 2021

[Niraj Shah @niraj_shah]

@oanupam @Sharad9Dubey Thanks for tuning in Anupam.. and wishing you happy festivities :)

[Niraj Shah @niraj_shah]

India Inc is delivering - in Q2 and in H1
For companies with 300 cr+ M-Cap, median earnings growth is 30% and for cos with 2000cr plus mcap, the same is 28%.
Also, as @pankajtibre told - for 346/500 Nifty 500 companies, 23% Revenue growth and 29% PAT growth has been delivered.

[Niraj Shah @niraj_shah]

Dhanteras arrives early
-Brent collapses, Global markets celebrate the verdict and possible diffusion (cross fingers)
-Gift Nifty up 320, Gold and silver up 4% apiece

And we see the strongest buying streak from FIIs in 3 years (courtesy @Sharad9Dubey )
-FIIs have 'Bought 20,800 cr' worth of Indian equities in just 4 trading sessions.
-This is their highest 4-day net buying since 2023 and the 2nd-highest since February 2021