Stock Market analyst. A Decade+ Experience. Here to share my views on money and markets. Not SEBI Registered! Consult financial advisor before taking trades.
We have entered April now where pessimism was supposed to be on peak. Let's watch mid Apr - potentially 17 April for the dust to be cleared. India may see some relief from a market perspective?
https://t.co/xy3GP3qirt
@microcp2mltibgr Still 1.5 months left for the bottoms to be formed. Highs and lows will be made in between. Pre budget rally jaisa post budget fall bhi aayega. Apr me pessimism peak par hoga. Then acchi rally ke baad July me last fall for the rise till 2028. Let's see๐
My wish for this year budget is a massive increase in defense budget - for R&D, for local manufacture, for acquisition of defense tech.
Because the wars India must fight are near. And it may be as soon as 2029.
India must sell more of its US treasury holdings, and the dollars must be used to fund this.
The increase in defense spending must be so much that our DRDO scientists get paid much better than Americans by PPP.
Govt capital must be available in plently, especially for private sector defense startups and companies. A lot of risk must be taken in funding.
And enough financial incentives must be put on table that India is able to massively attract and recruit more talent.
Today in Parliament I offered ๐๐ต๐ฟ๐ฒ๐ฒ ๐๐๐ด๐ด๐ฒ๐๐๐ถ๐ผ๐ป๐ to the Honโble Finance Minister:
1.โ โ Tax consumption if you must, but ๐ป๐๐ฟ๐๐๐ฟ๐ฒ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐. Patient ๐ฑ๐ผ๐บ๐ฒ๐๐๐ถ๐ฐ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐๐ต๐ผ๐๐น๐ฑ ๐ฏ๐ฒ ๐ฟ๐ฒ๐๐ฎ๐ฟ๐ฑ๐ฒ๐ฑ, not penalised.
2.โ โ โ โ โ ๐๐ฆ๐ง ๐ฎ.๐ฌ is a landmark reform but without complete pass-through it remains an ๏ฟฝ๏ฟฝ๏ฟฝ๏ฟฝ๐ป๐ฐ๐ผ๐บ๐ฝ๐น๐ฒ๐๐ฒ ๐ฟ๐ฒ๐ณ๐ผ๐ฟ๐บ
3.โ โ Need for a be-spoke ๐ง๐ผ๐ธ๐ฒ๐ป๐ถ๐๐ฎ๐๐ถ๐ผ๐ป ๐๐ถ๐น๐น and regulatory sandbox to enable fractionalized ownership of digital tokens ๐๐๐ถ๐ป๐ด ๐ฏ๐น๐ผ๐ฐ๐ธ๐ฐ๐ต๐ฎ๐ถ๐ป ๐๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๏ฟฝ๏ฟฝ๐.
@microcp2mltibgr They deliberately wrote 2nd Aug 2025 as Solar Eclipse day later they just removed 2025 but didn't write 2027. Inside, when you visit they say that it will happen in 2027(which was 2025 by mistake earlier).
@Finstor85 One feature that Zerodha isn't building after many requests : track performance of a basket(sub-portfolio) live. Group risky stocks as a basket for buys and sell collectively. Track performance collectively as single stock low allocation doesn't make sense. XIRR for <1y holds.
@Finstor85 For example, I am bullish on IT and to avoid risk and handling diversification, I want to buy 5 microcaps with 2% allocation buy track performance of this whole 10% allocation, buy them collectively, sell collectively. No fun in riding a 2% allocation stock and selling rest 4
๐จ RBI just quietly boosted Indiaโs economy by โน10,00,000 crore.
No big headlines. No drama.
Just one smart rule that unlocks:
โ Massive lending
โ Stock market gains
โ Faster infra growth
Letโs break it down ๐
In April 2025, China implemented strict export rules for rare earth elements (REEs) and magnets
It wasnโt a ban, but it led to substantial delays in global shipments, impacting Indiaโs Auto industry
What are rare earth elements, and why are they so important for our future?
@selva0242 sold ~ 30 towards end of 2024. I then tried to buy again around 23 but one or the other way, couldn't cz of lack of funds etc. Even today other safer stocks will get more priority over this. But, think it may not slip below 18 Resistance still ~31 till profits of RE materialised
Bought #SPECFOOD spectrum food at lower circuit today around 48.5
They are into multiple businesses and as of now, having profit uptrend. They have some interesting themes of businesses such as spices, solar and wind power, ropeway.
Just for my study. Not a recommendation.
@PRSundar64 1. India isn't loosing their jets.
2. Pakistan is loosing their jets in fight with India.
3. IMP sponcered debt ridden pakistan's purchase.