Amogh

[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

[Nigel D'Souza @Nigel__DSouza]

WHAT A GOAL!!!! 🇮🇳

Manisha Kalyan just produced a moment of pure magic 🔥

#INDvTPE

[Russian Market @runews]

RUSSIAN WRESTLER PULLS OFF UNTHINKABLE THROW AT EUROPEAN U23 WRESTLING CHAMPIONSHIP

Russian wrestler Bozigit Islamgereev delivered an unthinkable move at the European Under-23 Championship.

With only seconds left in the quarterfinals, he executed a stunning throw against France’s Rahim Magamadov, catching the junior world and European champion completely off guard and securing the victory.

After this remarkable performance, Islamgereev also triumphed in the semifinals and will now fight for the European title.

[Amogh @ammokorde]

@Akshat_World This was my intuition also. But if you look at the data, their domestic stocks (which accounted for 60% and increasing now) has also done well

[Amogh @ammokorde]

Mulder - South African Sachin as well as Dravid
#ZIMvSA

[Amogh @ammokorde]

@aamoghh Same feeling as this one today - https://t.co/hVsHCQ56qy

[Amogh @ammokorde]

@TheMFGuy1 Avg no of holdings in PPFAS should be 30-35. Remaining are arbitrage positions.

[jayesh bendale @bendale_ja46522]

@RaymondRealtyIN lift accident in Raymond TenX Project bad quality and no proper maintenance. Raymond employee behaviour irresponsible

[arfan @Im__Arfan]

Ashwin-Jadeja is like 4 players in a team at home. How India are going to miss this crazy duo once they retire... The team doesn't worry at home because these 2 will ensure the things get done no matter the situation, match after match.

[Amogh @ammokorde]

Today's play tells you more about Pakistan Cricket than India or Bangladesh! #INDvBAN

[Amogh @ammokorde]

@Unspoken_Echoes 042

[Amogh @ammokorde]

@NeecheSeTopper Great work!

I think inconsistency of window is probably director suggesting that Maharaja's version of story is untrue or half truth.

[Multi-Act @Multi_act]

#media

@businessline features Multi-Act's, "Are small-caps treading the tightrope of stretched valuations?"

https://t.co/igRGH22uJP

[Amogh @ammokorde]

@aamoghh Yessss
But still international matches in Mumbai are few and far between...

[Amogh @ammokorde]

@aamoghh @SabeehaMajid Agree if we are ready to change the definitions...

[Multi-Act @Multi_act]

Multi-Act's Insider Index: Your Market Sentiment Gauge

Stay ahead with insights into market trends and promoter confidence.

@vidhijain1511

#MarketInsight #InvestorTools #InsiderIndex #InvestmentStrategies #MarketSentiment

[Amogh @ammokorde]

@aamoghh @SabeehaMajid How is this not classic choking?? If India not meeting the expectations is choking (since 2013), then botching up 30-ball 30 chase should definitely be choking...

[Amogh @ammokorde]

@AdityaD_Shah Can you please share the source?

[Multi-Act @Multi_act]

Sectoral Forecast: Multi-Act analysts highlight key sectors for potential growth based on current valuations and market indicators.
Read More: https://t.co/G6m1kW3bjM

#InvestmentInsights

[Aviral Bhatnagar @aviralbhat]

“What was the point of learning calculus as I never apply it anywhere?” said my IIT Bombay junior

He seems right. Not only calculus, but fluid dynamics, atomic structure and particle physics are useless. Even things taught in school like trigonometry, mitochondria (yes, I know you remember), or Julius Caesar are all irrelevant. Instead, they should have taught us about personal finance, how to make money, how to do better at the workplace.

Except, the thinking is all wrong

Education is not supposed to teach you how to do a job or how to make money. It is to teach you how to think. Limiting education to the narrow pursuit of making money is the biggest disservice you can do to yourself. This is why I always worry about the obsession with college placement statistics and packages.

Colleges are places to learn and build relationships, not be placement agencies

All the apparently useless stuff taught to you teaches you thinking, problem-solving, curiosity, and mental models. People asked me if my B Tech was wasted after I did my MBA. I usually tell them this.

- By the age of 1, I had “wasted” one year learning how to crawl. I may never crawl again, but did it help me develop the ability to run? Most definitely yes.
- By the age of 11 I had “wasted” two years learning how to cycle. I may hardly ever cycle again, but did it help me develop road sense to drive? Most definitely yes.
- By the age of 21, I had “wasted” four years learning physics. I may rarely read about physics again, but did it help me develop a structured and analytical thought process? Most definitely yes.

Running is very “different” from crawling, in theory. Cycling is very “different” from driving, in theory. Engineering is very “different” from an MBA, in theory. Were they a waste?

Most definitely not.

You will realize one commonality in rich and/or successful people. They know a lot of apparently useless stuff. Einstein was a great violinist. Gates knows way too much about nuclear fusion. Zuckerberg can MMA. This is a feature of success, not a bug. Curiosity and an obsession with learning got them where they are.

Money was simply a by-product.

School, college, and postgrad should all teach you how to think. If you don't know how to think and apply your mind to a variety of situations, you will be boring. That's the definition of a robot.

Instead, try to be all curious like a human