लहरें जितनी चाहे, उतना जोर लगा कर देख ले
बादल जितना चाहे, उतना शोर मचा कर देख ले
जिस नैया नै को श्याम संभाले,
उसको कौन डुबाएगा🛶
पता लगा लो जगह-जगह पर
पता यही चल पाएगा
श्याम के रहते श्याम का प्रेमी आँसूनहीं बहाएगा
पता लगा लो जगह-जगह पर
पता यही चल पाएगा
पता लगा लो जगह-जगह पर🙏
This is going to hurt global markets and India markets a lot.
Just hope that like many previous weeks the situation escalates during weekends and settles down by Monday morning once global markets are about to open for trade.
Fingers crossed 🤞
#StockMarket#Stocks#IranWar
#MCX stock at cmp 2965 is looking interesting for a run.
The stock has consolidated after a runup and now again breaking technical resistance around 2980 range could lead to great upmoves if it manages to close above 2980 today
#StockMarket
Nifty is looking good and Midcap Smallcaps are signaling that worst is behind then. Geopolitical situation will improve in due course.
Good time to start building long positions in selective stocks where earnings are strong and valuations are reasonable.
#StockMarket#Stocks
As usual IRAN 🇮🇷 ~ USA 🇺🇸 war begins on Friday post US markets Close and Cease Fire happens before Monday Morning Asian Markets Resume Trading
That’s the new normal 📊
Opportunity to buy good fundamental companies for all of us. Focus on CAPEX & Earnings
#StockMarkets#Stocks
As usual IRAN 🇮🇷 ~ USA 🇺🇸 war begins on Friday post US markets Close and Cease Fire happens before Monday Morning Asian Markets Resume Trading
That’s the new normal 📊
Opportunity to buy good fundamental companies for all of us. Focus on CAPEX & Earnings
#StockMarkets#Stocks
There’s some weakness in our markets in the short term. NIFTY and BANKNIFTY can be range bound
Main action is among stocks. Better to avoid indices for few days
#Nifty#Banknifty#StockMarket
Everyone is suddenly bearish because INR is weakening 📉🇮🇳
But what if this is actually the START of a massive profit cycle for Indian manufacturing? 👀🔥
Most people only see panic.
Smart money watches second-order effects.
A thread 🧵👇
This can actually change your view 🤩
Right now the market is focused on fear 😨
But smart investing is often about spotting:
👉 who benefits from macro change BEFORE consensus notices.
INR weakness may not just be a macro problem…
…it could become the foundation of India’s next domestic manufacturing upcycle 🇮🇳🚀
Everyone is suddenly bearish because INR is weakening 📉🇮🇳
But what if this is actually the START of a massive profit cycle for Indian manufacturing? 👀🔥
Most people only see panic.
Smart money watches second-order effects.
A thread 🧵👇
This can actually change your view 🤩
Of course, not EVERY company benefits ⚠️
Losers can include:
❌ Companies with high imported raw material dependence
❌ Businesses with large USD debt
❌ Import-heavy traders
So stock selection matters more than headlines.