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CA Tapan Doshi (SEBI Registered RA)
@tapydoshi
CA | SEBI Registered Research Analyst| Apply to Our Model Portfolios (smallcase) -
Ahmadabad City, India
Joined March 2010
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The biggest battle today is not war.
It is inflation versus safe-haven demand.
War supports gold prices upward.
Higher interest rates pull gold downward.
Currently rate fears are dominating sentiment.
That explains recent gold weakness.
Markets always balance competing narratives.
Titan या Kalyan कौन बेहतर? Jewellery Stocks का Future क्या है? Modi Ji के बयान के बाद का भविष्य?
https://t.co/bTTiLfBE6k
Who knows this may be True😃...Elon Musk Power
Trump said the US would hit Iran "very hard tonight."
👇
Iran threatened to treat all of Elon Musk's Middle Eastern companies
👇
Trump later called off the strikes and gave his clearest signal yet that an Iran deal may arrive soon, fuelling the equity rally
=
Today is SpaceX listing.
End of story. 🙃
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PFC vs REC vs IREDA - कौन बनेगा Winner? ₹35+ Lakh Crore Power Finance Opportunity.
A second important trend is emerging.
FII selling appears to be slowing down.
The pace of foreign selling has reduced over the last few sessions.
Combined with strong domestic buying, this can improve market stability.
For Indian markets, this is an encouraging development.
Global markets reacted strongly to improving sentiment.
US markets recorded their biggest single-day gain in nearly two months.
Technology stocks led the recovery.
Falling bond yields and a weaker dollar also supported risk appetite.
Global investors are becoming more optimistic again.
For the first time, markets are beginning to believe a US-Iran deal may actually happen.
Trump's comments are becoming more specific and detailed.
Crude oil and global equities are reacting positively.
Investors are now focusing on the possibility of a resolution rather than escalation.
That is improving global risk sentiment.
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Price is what you pay.
Value is what you get.
This is a simple but powerful idea.
Many investors only watch stock prices.
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Real wealth comes from buying value.
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Dixon vs Amber vs Syrma vs Kaynes vs PGEL: EMS में कौन बनेगा नंबर 1?
https://t.co/bbZfsNzgYp
AI is making work easier so global firms closing indian outsourcing operations. This is a big problem for India 🥲
Global markets are currently balancing two forces.
Geopolitical tensions are creating uncertainty.
At the same time, AI and technology stocks are seeing profit booking.
If geopolitical risks remain controlled and tech stabilizes, market sentiment can improve quickly.
For now, volatility remains high but fears of a major crisis have reduced.
The biggest positive signal is coming from crude oil.
Despite fresh attacks, Brent remains below $95.
At earlier peaks, crude had touched much higher levels.
Oil markets are signaling that a major disruption is not expected.
This is helping prevent panic in global markets.
The market is treating the latest US-Iran strikes differently.
Investors see these as pressure tactics, not a full-scale war.
Limited strikes are being used to push negotiations forward.
That is why crude oil remains below panic levels.
Markets believe escalation risk is still contained.
The US-Iran conflict has entered a new phase.
America has launched fresh strikes on Iran.
Trump says pressure will continue until a deal is reached.
This suggests negotiations are becoming more aggressive.
Markets now face both geopolitical and economic uncertainty.
Volatility is likely to remain elevated.
EMS Sector Boom
Top Stocks - Dixon, Amber, Kaynes, Syrma and PG
We Are Live Join Fast .............
Link: https://t.co/prYzMs9M1U
- Why is the EMS sector booming in India?
- Growth opportunities in companies like Dixon, Amber, Kaynes, Syrma and PG
- Which companies can benefit from India's manufacturing and China+1 theme ?
- Key risks, valuations and long-term growth potential
- CA Tapan Doshi
EMS Sector Boom
Top Stocks - Dixon, Amber, Kaynes, Syrma and PG
Today at 8:00 P.M. Sharp 🕗
Only 2 hours Left
Link: https://t.co/prYzMs9M1U
- Why is the EMS sector booming in India?
- Growth opportunities in companies like Dixon, Amber, Kaynes, Syrma and PG
- Which companies can benefit from India's manufacturing and China+1 theme ?
- Key risks, valuations and long-term growth potential
- CA Tapan Doshi
Enrol Now on Our Model Portfolio (Smallcase) Starting from Just Rs400+GST PM - https://t.co/vHbJHXJX5i
For assistance: Call/WhatsApp Ankita: 8989062332
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Suzlon Energy vs Inox Wind बड़ा Upside किसमें? Wind Energy का Winner?
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