वैश्विक संकट के बीच पीएम की लोगों से अपील...
'एक साल तक सोने की खरीद न करें लोग, विदेशी मुद्रा बचाने पर जोर देना होगा. हमें तेल बचाने पर भी जोर देना होगा, Petrol-Diesel का संयम से इस्तेमाल करें लोग'- हैदराबाद की रैली में बोले PM नरेंद्र मोदी
#NarendraModi#PMModi | @rajeev_dh
Iran has been unable to fully open the Strait of Hormuz because it 'cannot locate all of the mines it laid in the waterway' and currently 'lacks the capability to remove them', according to New York Times report.
TATA CHEMICALS, TATA STOCKS, SP GROUP ; Shapoorji Pallonji Says Listing Of Tata Sons Is Fundamentally In The Public Interest
Tata Sons Listing In Public Interest
No Evidence Explains How A Public Listing Will Materially Damage Interests Of The Trusts
This is the time for building long term portfolio.
Since small cap stocks are down 50-60% from top, so almost all stocks are giving 5-6-7-8% type of upmove. It becomes very difficult to differentiate between average stocks and good stocks at such times.
But we don't have to distract ourselves.
We have to invest only in those stocks which are fundamentally great and can be hold for 2-3 years.
It's easy to get distracted, feel bad why you did not buy a particular stock.
But DON'T. Please don't.
DATAMATICS Says One More Quarter Needed To Analyse Growth Guidance
Underwriter Makes The Final Judgement
Turnaround Time Cut By 70% On AI Adoption
Business As Usual; No Impact Seen From US
Keep buying good stocks in good dips.
Small cap index is showing strength.
Valuations may have reached to good levels.
Trump has categorically denied any possibility of nuclear weapons.
PM KUSUM SCHEME: STRONG TAILWIND FOR SOLAR PUMP PLAYERS
Key Beneficiaries:
CAPTAIN POLYPLAST: Emerging player building presence in solar pump + agri solutions ecosystem
SHAKTI PUMPS: Market leader with strong execution and consistent wins in PM-KUSUM tenders
India’s push towards renewable agriculture is unlocking a massive opportunity through the PM-KUSUM scheme.
Scheme to reduce diesel dependency and promote solar irrigation
Subsidy structure makes adoption highly affordable:
Central Govt: ~30%
State Govt: ~30%
Farmer contribution: ~10% (balance via loans)
Execution model ensures smooth flow:
Farmer applies → Nodal agency tender → Company installs → Payment released post verification
Direct economic benefit to farmers:
₹50,000–₹60,000 annual savings (vs diesel pumps)
Massive future opportunity:
Target: 49 lakh installations by 2026
Estimated market size: ~$29.5B
Three companies make 75% of the world’s large gas turbines: GE Vernova, Siemens Energy, and Mitsubishi Power. All three have backlogs stretching to 2029 or 2030, and wait times have gone from two or three years to five or seven. Bloomberg estimates more than $400 billion in planned gas plants could be delayed or cancelled because there aren’t enough turbines being made.- Bloomberg. com