Siva Sankar

| Trading Volatility Contaction | Equity Research | NISM Certified Research Analyst

[Siva Sankar @Shankerr_Reddy]

Silver’s Rising Importance: Why It Could Outshine Gold in the Years Ahead https://t.co/i3ViGo0Q9X

Silver is up almost 100% from the date article was written.

[Siva Sankar @Shankerr_Reddy]

@Asset_Architect Amazing work bro 👌

[stockbee @PradeepBonde]

Every day, try to develop greater clarity about setups. process, entries, exits, stops, sizing, timeframes, and catalysts.

The more you reorganize the knowledge and spend time understanding the setup, the easier it will be to implement.

This requires real dedication to repeatedly revisit a setup, reclarify, and reset your mind.

When you immerse yourself in this, one day it clicks, and then suddenly everything starts working.

Through more reflection and revisiting the same idea, the idea becomes part of you.

And whenever we engage in such purposeful mind-clarity efforts in any field, it always results in significant money.

Depth creates wealth.

[Normal Guy @Normal_2610]

Naren says wait for a better time to go global :)

But FPIs already decided, ₹1.6 lakh crore pulled out of Indian equities in 2025, and another ₹2 trillion gone in 2026 so far.

Korea and Taiwan are getting those flows because they sit on the AI supply chain. India trades at 20-22x forward PE, EM average is 12-14x.

Foreign money is not confused about where the value is. The contradiction isn't retail wanting to go abroad. It's a fund manager telling you to stay while the biggest pools of capital are leaving.

LRS equity and debt remittances jumped 53% year on year in September 2025.

Indian retail investors are not chasing hype, they're doing what any rational person does when one market is priced at 44x consumer PE and another gives you Amazon, TSMC, ASML at lower multiples.

India doesn't have a single company in the global AI stack.

Not chips, not cloud, not models. Diversification is not a trend. It's how you stop being a one-country bet in a world where the biggest wealth creation is happening outside your border.

Naren own fund house launched global funds in 2019 - Global Stable, Global Advantage, Passive Multi Asset.

He says those were well timed. But now that retail finally figured out the same idea, the advice is don't go yet, rupee is at 95, wait for better timing.

That's the distributor talking, not the analyst. His SEBI limits are hit so ICICI Pru can't deploy fresh money abroad anyway. When a fund house that can't sell you global tells you global isn't worth it right now, maybe ask who that advice is serving.

And US is not just US, what listed in US are having Global Exposure

[Make Gold Great @MakeGoldGreat]

WHEN A POLITICIAN TELLS YOU TO STOP BUYING GOLD…

BUY SO MUCH F*CKING MORE GOLD.

#INDIA

[Vinodsrinivasan @vinodsrinivasan]

When a Prime Minister tells citizens to stop buying gold, the policy stack has already moved.

India is now somewhere between step three and step four of the standard playbook. Step five is on the table.

Full transmission chain, in one article.

[Chhirag Kedia @swing_ka_sultan]

When you’re in the first year of a bull market, don’t fear anything. If you do, you’ll end up wasting the entire three-year cycle.

Even when the indices go down, there will still be good trades to initiate. More importantly, never sell your holdings out of fear of losing open gains. Follow the TSL you had already decided, and instead see whether the situation offers an opportunity to add.

The indices may recover tomorrow. But if you liquidate your holdings at every small red candle, you stop participating in the actual move.

And finally, avoid setups that take too much time to form. The real edge lies in momentum, not in the endless wait for textbook base breakouts.

[Zafar Shaikh @InvesysCapital]

Bullrun need not be only bcoz of booming economy.

Many times it can be due to runaway inflation or local currency collapse. People move money to hard assets & stocks to preserve purchasing power

If economy was the only criteria then countries like Pakistan, Turkey, Argentina won’t have monster bullrun in local currency

Sensex had its best time in 1980’s when INR depreciated from 8 to 45 😬

[Macro Liquidity by Sunil Reddy @Macrobysunil]

Indian PM Modi asked people to stop buying Gold for 1 year.

This is about the uncomfortable truth that India has become so dependent on the dollar system that citizens protecting themselves with Gold is now seen as a threat.

Because Gold is not just a metal.
Gold is the one asset the paper currency system cannot print, sanction, freeze, dilute or manufacture out of thin air.

Now look at the bigger game.

The dollar empire never wanted countries like India to become truly self-sufficient, asset-backed, export-dominant economies.

The strategy was always simple:

Turn nations into consumption machines.
Make them import oil, gas, electronics, defence systems, high-end technology and key necessities.
Price all critical things in dollars.
Then force those nations to constantly earn dollars just to survive.

Once a country depends on dollars for its basic needs, the dollar empire controls the terms.

They control the cost of your imports.
They control your access to liquidity.
They control your currency pressure.
They control your inflation cycle.
They control how much pain your citizens feel when the dollar strengthens.

This is how dependency is created.

Not through direct colonisation.
Through trade deficits, currency pressure and imported inflation.

And now when citizens run toward Gold, the oldest protection against currency debasement ,suddenly the same system says:

“Don’t buy Gold.”

Why?

Because Gold breaks the illusion.

Gold reminds people that paper money is only trust.
Gold reminds people that savings in weak currency can be silently destroyed.
Gold reminds people that purchasing power matters more than GDP headlines.
Gold reminds people that the real battle is not return on capital, but return of purchasing power.

For the government, Gold buying is a forex problem.

But for the citizen, Gold is protection from the same forex problem.

When the rupee depreciates, who suffers?
The common man.

When oil rises, who pays?
The common man.

When imports become expensive, who loses purchasing power?
The common man.

When inflation eats savings, who gets punished?
The common man.

So why should the citizen sacrifice his protection to defend a system that already made him dependent?

The real issue is not Indians buying Gold.

The real issue is India being pushed into a model where we consume what we don’t produce, import what we can’t avoid, and pay for necessities in a currency we don’t control.

That is the trap.

Gold is not the problem.
Gold is the escape route from the problem.

So the conclusion is simple:

If you want to support the dollar empire, stop buying Gold.

If you want to support yourself, protect your purchasing power.

Buy Gold.
Accumulate Silver.
Own real assets.
Escape the paper trap.

[Siva Sankar @Shankerr_Reddy]

@slayer00kk @AwaaraHoon

[Siva Sankar @Shankerr_Reddy]

@7_MSDthala That knock in the final was just 🔥🔥

[Siva Sankar @Shankerr_Reddy]

@great_martis Fan of your clean charts

[Siva Sankar @Shankerr_Reddy]

@swing_ka_sultan Happy Diwali Chhirag Bhai

[Siva Sankar @Shankerr_Reddy]

@PlanetWalhala VIN ne DIESEL daal di

[Siva Sankar @Shankerr_Reddy]

@EternalShiva85 @StocksbyPrakhar @ShivAroor

[Siva Sankar @Shankerr_Reddy]

https://t.co/u5monbEOxG

This beast is up almost 10% from the discussed date

[Siva Sankar @Shankerr_Reddy]

@swing_ka_sultan @myntra Ajio and Myntra suck at these, Meesho performs far better than them

[Siva Sankar @Shankerr_Reddy]

@nilishamantri_ Vo refund jo mila , pichle saal ka hai 😆😆

[Siva Sankar @Shankerr_Reddy]

@Netflix_INSouth

[Siva Sankar @Shankerr_Reddy]

@Asset_Architect spot on