pavan_undesigned

my drifting thoughts (musings) on general things
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[pavan_undesigned @PavanUndesign2]

Built Databricks Workflow with Zero code and Zero budget!🛠️
By following an excellent tutorial from Ansh Lamba
https://t.co/48Wti0f9oF
Pipeline can be built entirely for free using Databricks Free Edition & Antigravity.
#Databricks #NoCode #Antigravity #DataEngineering
#AiDevKit

[pavan_undesigned @PavanUndesign2]

@TVKRevolution @viswesh_gedela @upstox @UpstoxSupport Thanks

[pavan_undesigned @PavanUndesign2]

₹875 for PVR IMAX Koramangala (Project Hail Mary) felt too much… still watched it and bought PVR stock on the dip (Iran war)—IMAX full & lineup strong.
Ticket paisa vasool 😄📈
#Investing #StockMarket #PVR #IMAX #MovieNight #SmartMoves #koramangala

[pavan_undesigned @PavanUndesign2]

Today - 21-01-26
Gold ETF’s just delivered 1-year FD–level returns in a single day 👀✨🔥🤑

#Gold #GoldETF #WealthStore #FD #GoldBeES #Investing #WealthCreation

[Naval @naval]

The secret to investing is to invest in unstoppable people building inevitable things.

[pavan_undesigned @PavanUndesign2]

🚨 Rupee Weakness Alert: Why Markets Are Under Pressure 📉
The Indian Rupee continues its correction against the US Dollar, trading near ₹90 per USD. This persistent weakness is intensely impacting equity markets.
Key Drivers of Rupee Weakness:
1. Trade Deficit & FII Exit: India is recording massive trade imbalances (record trade deficit) due to reduced US exports and high gold imports. Combined with continuous FII selling (Capital Deficit), the Rupee is under severe strain.
2. US Trade Deal Disappointment, Tariffs: The US maintains a high 50% tariff on India, far higher than rates for allies like Japan and South Korea (15%), which is negatively impacting our foreign reserves.
Market Impact & Outlook:
• Positive: The weak Rupee is a tailwind for IT, Pharma, and export companies whose dollar-denominated revenue translates into higher profits in Rupee terms.
• Negative: Rupee depreciation directly increases the domestic price of Gold and Silver and negatively impacts import-dependent sectors.
• RBI Stance: The RBI has recently been observed letting market forces determine the Rupee's direction, rather than intervening heavily.
Watch for the completion of Phase 1 of the India-US trade deal, expected by month-end, as a critical catalyst for stabilizing the currency.
#Rupee #USDINR #MarketUpdate #IndiaEconomy #TradeDeficit #FII #RBI

[pavan_undesigned @PavanUndesign2]

🐦 Market Wrap: Big Moves & Key Investor Alerts
Wockhardt 🚀: Stock soared nearly 20% after USFDA accepted the New Drug Application (NDA) for their antibiotic Zynich, claiming a first for an Indian Pharma company. This presents a significant opportunity in the US market.
Auto Sector Accelerates 💨: November sales were robust! Ashok Leyland delivered 32% growth, TVS Motors saw 30% growth in two-wheelers, and Tata Motors PV grew 25.6%. This positive momentum continues for the sector.
Lenskart Shines: Strong Q2 results reported: Revenue grew 24% and Profit After Tax (PAT) jumped 49.6% year-on-year, leading to a positive stock reaction.
Regulatory Boosts REITs: SEBI classified REITs (Real Estate Investment Trusts) as "Equity-Related Instruments" for Mutual Funds and SIFs, effective Jan 1, 2026. This is viewed as a big long-term positive expected to drive strong fund inflows into REITs like Embassy and Mindspace.

#indianmarket #dailystocknews #bse #REIT #wockhardt #lenskart

[pavan_undesigned @PavanUndesign2]

Main updates from previous concall of Varun Beverages (largest indian distributor of Pepsi) Q3 CY25 – Expanding Horizons 🚀
Strong international growth, improving margins, and bold steps into Africa.
This company isn’t slowing down.

#VarunBeverages #concall #transcript #Alcobev #earningscall #Pepsi