Akash Kothawade

The Man on Top of the mountain didn't Fall There ✨

[Unusual Capital @UnusualCapital]

This new feature from @stockscansin
@ishmohit1 @AMIT55B is outstanding.

It genuinely feels like an institute-level research platform packed into a single product.

Grateful for the constant innovation. Time to stay focused, keep learning, and create wealth over the long term. 🙏🏼

[Unusual Capital @UnusualCapital]

Happy Guru Purnima! 🙏📈

In the stock market, money can be earned from many places—but wisdom comes only from Gurus.

I may never have sat in your classrooms, but through your books, interviews, annual meeting speeches, articles, and years of experience, you’ve been my teachers.

Every lesson on patience over panic, process over prediction, and conviction over noise has shaped the way I think as an investor.

A heartfelt thank you to the market veterans who have dedicated their lives to sharing knowledge and inspiring thousands of investors.

Grateful to mentors like @Iamsamirarora @SunilBSinghania @NileshShah68 @ishmohit1 @suru27 @shome_rajarshi @itsTarH @Amit_Jeswani1 @AMIT55B @AmannaPrerana @Gautam__Baid @vivbajaj , and every market teacher who believes that knowledge grows when it is shared.

May we always remain students of the market—because the day we stop learning is the day the market starts teaching us the hard way.

Happy Guru Purnima to all the Gurus who light the path of investing. 🙏❤️

#GuruPurnima #StockMarket #Investing #MarketMentors #Gratitude #LifelongLearning

[Unusual Capital @UnusualCapital]

1/ 🧵 India's industrial engine is picking up speed.

Industrial Production (IIP) grew 7.3% in June 2026 — the highest in 23 months.

📈 Jun'25: 2.2% 📈 May'26: 5.0% 📈 Jun'26: 7.3%

A strong sign that economic activity is accelerating.

2/ The biggest driver was manufacturing, which grew 7.8%.

Even better, 19 out of 23 manufacturing sectors performed better than a year ago, showing that the recovery is broad-based.

3/ The top-performing industries were:

⚡ Electric equipment: +34% 🚗 Motor vehicles & trailers: +17.5% 🍞 Food products: +10.8%

This reflects healthy demand from both businesses and consumers.

4/ Electricity generation rose 10.6%.

Higher power consumption usually means factories are producing more—a positive indicator for industrial activity.

5/ Not every sector performed well.

Growth slowed in: • Mining • Water supply • Sewage & waste management • Wood products • Apparel • Furniture

A reminder that the recovery isn't uniform.

6/ Capital goods output jumped 14.2%.

When companies buy more machinery and equipment, it often signals confidence in future demand and increased investment.

7/ Other encouraging trends:

✅ FMCG output improved ✅ Consumer durables grew 7.7% ✅ Infrastructure & construction remained strong

Demand appears to be strengthening across multiple segments.

8/ Why does this matter?

Sustained industrial growth can lead to: • Higher GDP growth • More jobs • Better corporate earnings • Stronger investment cycle

Positive for manufacturing, industrials, capital goods, power, and auto sectors.

9/ Looking ahead, industrial activity could remain strong if: • Exports improve • Trade agreements boost demand • Geopolitical tensions ease • Oil prices remain moderate

These factors could support continued economic momentum.

10/ 🔑 Takeaway

India's industrial recovery is gaining traction.

Manufacturing, electricity, and capital goods are leading the way. If this trend continues, it could become a strong pillar of India's economic growth in FY27.

Disclaimer:
This post is for educational and informational purposes only. We are an AMFI-registered Mutual Fund Distributor (ARN: 253782). We do not recommend or promote any specific mutual fund scheme. Please read all scheme-related documents carefully before investing.

[Unusual Capital @UnusualCapital]

1/ 🧵 Thinking of switching your mutual fund because it's underperforming?

During a market correction, that decision could hurt your long-term returns more than you think.

👇

2/ A fund underperforming for a few months doesn't mean it's a bad fund.

Performance should be judged over at least 1 year, and preferably across a full market cycle.

3/ In fact, top-performing mutual funds underperformed in roughly 30% of all 1-year periods.

Short-term underperformance is more common than most investors realize.

4/ Many investors switch after seeing another fund deliver 15–20% returns.

But by then, much of the rally may already be behind it.

5/ Meanwhile, the fund you're exiting may be close to its recovery.

Selling during a correction often means locking in losses just before markets rebound.

6/ The result?

You end up selling low and buying high—one of the biggest mistakes in investing.

7/ Chasing recent winners rarely builds long-term wealth.

Staying invested in a fundamentally strong fund often does.

8/ Successful investing isn't about finding the best-performing fund every few months.

It's about giving good investments enough time to compound.

Disclaimer:
This post is for educational and informational purposes only. We are an AMFI-registered Mutual Fund Distributor (ARN: 253782). We do not recommend or promote any specific mutual fund scheme. Please read all scheme-related documents carefully before investing.

[Unusual Capital @UnusualCapital]

1/ 🧵 Why are FPIs pouring ₹42,000 crore into Indian equities this July?

After four straight months of selling, foreign investors are back in a big way.

Here's what's driving the shift 👇

2/ Global funds are rotating away from AI-heavy markets like Taiwan and South Korea.

High valuations and increased volatility have prompted investors to look for better opportunities elsewhere—and India is a key beneficiary.

3/ Indian stocks look more attractive after recent corrections.

Large-cap banks, financials, and select blue-chip companies are now trading at relatively reasonable valuations.

4/ India's growth story remains intact.

Strong domestic demand, stable macroeconomic fundamentals, and resilient corporate earnings continue to make India one of the most attractive emerging markets.

5/ Foreign investors are buying selectively—not everything.

📈 Banking & Financials
📈 Consumer Services
📈 Healthcare
📈 Consumer Durables

They're still cautious on capital goods, power, and some auto stocks.

6/ Lower crude oil prices, improving global risk sentiment, and expectations of stable monetary policy have further boosted confidence in Indian equities.

7/ ₹42,000 crore isn't just a number.

It's a signal that global investors are once again increasing their exposure to India—but staying selective about where they invest.

Disclaimer:
This post is for educational and informational purposes only. We are an AMFI-registered Mutual Fund Distributor (ARN: 253782). We do not recommend or promote any specific mutual fund scheme. Please read all scheme-related documents carefully before investing.

#StockMarket #Nifty #Sensex #FII #FPI #Investing #MutualFunds #India

[Unusual Capital @UnusualCapital]

🧵 Sensex rebounds 300+ points from the day's low. What changed? 👇

Markets opened weak due to global concerns and higher crude oil prices.

Buyers stepped in near key support levels, seeing the dip as a buying opportunity.

Short covering by traders and buying in heavyweight stocks pushed indices higher.

Takeaway: Volatility is normal. Strong markets often recover when fear is at its peak.

📈 Don't panic over intraday moves—focus on the bigger trend.

#Sensex #Nifty #StockMarket #Investing #IndianMarkets

[Unusual Capital @UnusualCapital]

₹1 lakh invested in HDFC Mid Cap Fund 10 years ago would have grown to ₹5.33 lakh.

Impressive? Yes. But there's something most people miss. 👇

The fund delivered a CAGR of 18.2% over 10 years.

The catch? It didn't generate 18.2% every single year.

There were years of losses. There were years of 40%+ returns.

📉 2018: -11.2% 📈 2021: +39.9% 📈 2023: +44.5%

That's what real investing looks like.

Many investors enter after a great year and exit after a bad one.

That's how they miss the power of compounding.

Wealth isn't built by avoiding bad years. It's built by staying invested through them.

Disclaimer:
This post is for educational and informational purposes only. We are an AMFI-registered Mutual Fund Distributor (ARN: 253782). We do not recommend or promote any specific mutual fund scheme. Please read all scheme-related documents carefully before investing.

#MutualFunds #HDFCMidCap #Compounding #SIP #Investing #WealthCreation

[Unusual Capital @UnusualCapital]

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The Real Reason Every Indian Should Track Crude Oil Prices 🛢️🧵

1/ Most people think crude oil only affects petrol and diesel prices.

Wrong.

It silently influences inflation, stock markets, mutual funds, and your monthly budget.

👇

2/ When crude oil prices rise: • Transportation becomes expensive 🚚 • Businesses face higher costs 🏭 • Prices of everyday goods increase 🛒

That's inflation in action.

3/ Higher inflation means: • Your groceries cost more • Travel becomes expensive • Companies earn lower profits • The RBI may delay interest rate cuts

4/ And that's where investing comes in.

Higher crude oil prices can affect corporate earnings, which in turn impact stock prices and mutual fund returns.

5/ The next time you hear "Brent Crude is up 5%," don't ignore it.

It's not just an oil story.

It's a story about your money.

The smartest investors don't just track stocks—they track the factors that move them.

#StockMarket #CrudeOil #Inflation #Investing #MutualFunds #Finance #Nifty #Sensex

[Unusual Capital @UnusualCapital]

🧵 1/
🚨 Nifty Pharma fell nearly 2% today after Donald Trump unveiled a new tariff plan on imported generic medicines.

Here's why the market reacted so strongly 👇

2/
📢 Key announcements (July 22, 2026):
• ✅ 0% tariff for the next 2 years (grace period)
• ⚠️ 100% tariff after the 2-year window
• 🚨 200% tariff thereafter on imported generic medicines

3/
🎯 The objective?

Trump wants global pharma companies to shift manufacturing to the United States, boosting domestic production and reducing dependence on imports.

4/
🇺🇸 Why does this matter for India?

The US is the largest export market for Indian pharma companies like Sun Pharma, Cipla, Dr. Reddy's, Lupin, and Aurobindo Pharma.

Higher tariffs could pressure future exports and profit margins.

5/
📉 Even though the tariffs won't begin immediately, markets reacted today.

Because stock markets price future earnings, not just today's business performance.

6/
📌 Key takeaway:

This fall is driven by policy uncertainty, not weak fundamentals.

The long-term impact will depend on how Indian pharma companies adapt over the next two years.

#NiftyPharma #StockMarket #IndianPharma #Trump #Tariffs #Investing #MarketNews

[Akash Kothawade @akkothawade01]

Just wanted to share a great experience with @atlys Applied for my UAE visa through their platform and the entire process was incredibly smooth and effortless. The interface was simple, the application process was clear, and I received my visa in just 2 days after applying.

[Unusual Capital @UnusualCapital]

On this Guru Purnima, we bow to the silent mentors on our shelf — books that shaped our thinking, guided our decisions, and continue to teach us every day. 📚🙏
#BooksAreMyGuru
#GuruPurnima

[Unusual Capital @UnusualCapital]

Power generation and transmission

[Unusual Capital @UnusualCapital]

Don't ignore this if you really want to create wealth.

[Unusual Capital @UnusualCapital]

After some scale if an NBFC adds a new product it helps in reducing the opex.

Disc No Recommendation

[Unusual Capital @UnusualCapital]

What a book must read if you want to learn and understand the market in a fun way.

@barryritholtz

[Unusual Capital @UnusualCapital]

Blown away by the feature of @itsTarH

[Unusual Capital @UnusualCapital]

Bottom Performers
LIC Flexi Cap Fund – ₹10K SIP → ₹21.3L
Taurus Flexi Cap Fund – ₹10K SIP → ₹22.4L
Bandhan Flexi Cap Fund – ₹10K SIP → ₹23.8L

Same SIP, very different wealth outcomes.
Choose funds, not just categories! #MutualFunds #SIPReturns #FlexiCap

[Unusual Capital @UnusualCapital]

Best vs Worst Flexi-Cap Funds (10Y SIP, ₹10K/month)

Top Performers
Parag Parikh Flexi Cap – ₹10K SIP → ₹32.7L
Quant Flexi Cap – ₹10K SIP → ₹31.9L
Motilal Oswal Flexi Cap – ₹10K SIP → ₹30.5L

[Unusual Capital @UnusualCapital]

Thank you, IshMohit Sir, @ishmohit1 for an outstanding session on investment. Your insights and expertise were truly invaluable.

Looking forward to connecting again soon.

@soicfinance @stockscansin