Rashesh Shah

[Rashesh Shah @Rashesh85]

https://t.co/YEswqmjFdE

[Pankaj Tibrewal @pankajtibre]

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

[Rashesh Shah @Rashesh85]

#MMRDA #Metroline2Aand7

[Rashesh Shah @Rashesh85]

# Metro Lines 2A and 7

[Rashesh Shah @Rashesh85]

# Metro Lines 2A and 7

[Rashesh Shah @Rashesh85]

#mumbaimetro

​The recent decoupling of Metro Lines 2A and 7 has caused massive daily inconvenience, forcing thousands of East-West commuters into a chaotic, time-consuming transfer at Dahisar East.

MMRDA should run at least every alternate train on the old, continuous loop

[Rashesh Shah @Rashesh85]

#mumbaimetro

​The recent decoupling of Metro Lines 2A and 7 has caused massive daily inconvenience, forcing thousands of East-West commuters into a chaotic, time-consuming transfer at Dahisar East.

MMRDA should run at least every alternate train on the old, continuous loop

[Rashesh Shah @Rashesh85]

@yatinmota https://t.co/Pa9HX45kzp

[RedboxGlobal India @REDBOXINDIA]

IRAN'S QALIBAF SAYS IRANIAN ARMED FORCES ARE WAITING FOR U.S. LAND ARRIVAL AND TO PUNISH THEIR REGIONAL PARTNERS - STATE MEDIA

[Heritage Girl @HeritageGirl7]

"यदा यदा हि धर्मस्य ग्लानिर्भवति भारत | अभ्युत्थानमधर्मस्य तदात्मानं सृजाम्यहम्"

#OperationSindoor2

[3.0 TV (3verseTV) @reallive3tv]

https://t.co/B1neDM5MtZ
#Crowdstrike #MicrosoftOutage #outage @CrowdStrike Global IT crash: Crowdstrike update affects several sectors worldwide

[Rashesh Shah @Rashesh85]

@ipo_mantra IF RETAIL IPO LIMIT IS INCREASED TO 10 LACS FROM CURRENT 2 LACS THEN THIS WOULD BE A GREAT MOVE AND A GIFT TO RETAIL SHAREHOLDERS..

[Tanvi Jain 🇮🇳 @TanviSolanki_]

@sudhirkothari03 @Mumbaiya_Gujju @DefencePRO_Guj @DeshGujarat @AITC4Gujarat @BJP4Gujarat @TOISurat @amitkjain30 @AbhayShah11 @ANKITGALA_AG @rajeshpalviya 😑 Kahoon agar sakht karywahi nhi karegi to hamare Jain tirth pe is tarah ke Akraman badhte jayenge.
@PMOIndia
We have voted for this govt, yet we and our heritage is not safe.
Why the laws are not enforced. Why culprits are not punished whenever such things are happening????

[Rashesh Shah @Rashesh85]

@SunilBSinghania @ECISVEEP @RavindraWaikar @AmolGKirtikar On the contrary, if one had gone to vote after 5pm then voting would have been done within 5-10 mins. While it took me 2 hours to vote in the morning my wife did the voting in evening within just 10 mins...

[Mike Hoffmann @MikeHoffmann]

7.

[Samir Arora @Iamsamirarora]

I have finally found the solution to HDFC Bank's margin issue:
Everytime analysts ask the management of HDFC Bank:
You had 4.3 pct NIM before the merger. You merged with HDFC ltd ( which had NIM of some 2.7 pct) and now your combined NIM is 3.6 pct. How will you improve yr margin.

I suggest HDFC Bank change their name to HDFC Ltd. Now the company can say to analysts:

We had margin of 2.7 pct previously. Due to merger with HDFC Bank we have been able to increase our NIM to 3.6 pct.

Analyst: Congratulations on this phenomenal improvement in performance where u have been able to significantly increase your NIM in such a short period.

Note: Interested, last 3 yrs tested and invested.

[Rashesh Shah @Rashesh85]

@rushikesh_agre_ Superb prediction

[CA Manish Malhotra @camalhotra]

This video can never get old.
A complete market psychology analysis.

#ipo #FOMO #trap #sharemarket #IPOAlert

[Ray Dalio @RayDalio]

India's successful lunar mission (landing its Chandrayaan-3 spacecraft on the moon) is another one of many straws in the wind showing its ascendence. As previously shown in my health index for countries, which is used to derive my projections for countries' next 10-year growth rates, India scores on top with a projected growth rate over the next 10 years of about 7%. It has the right mix of ingredients that shows that it has great potential and the right leadership to catalyze it. It reminds me a lot of China in 1984 (when I first went) around the time Deng Xiaoping made his reform and opening up policies that catalyzed China. Congratulations India!

[Ajay Bagga @Ajay_Bagga]

US Retail spending fell 0.4% in February, showing consumers are tapping the brakes after a fast start to the year.

[Uday Kotak @udaykotak]

Overnight developments in US banking: markets, analysts, investors underestimate the importance of financial stability for the balance sheet of a bank. When interest rates move up 500 bps from zero in a year, an accident was waiting to happen somewhere.

[Nikhil Oswal 🇮🇳 @MrFinterest]

FY23 Q3 Winners:

Many stocks out of the list have not fallen much and in-fact bounced back faster!

Market will chase earnings at the end!

Criteria:
PAT > 50%
Topline > 10%
High ROE
Low debt

@nid_rockz @krishnblue @Gautam__Baid @MrRChaudhary

[Charlie Munger Fans @CharlieMunger00]

The sharpest minds on Wall Street predicted the S&P500 for 2022

Goldman Sachs - 5,100
Wells Fargo - 5,200
JP Morgan - 5,050

Finished at 3,839

Not one close

Pay zero attention to forecasters. ZERO