Siddhartha Bhatt

Fun loving boy,
Sports lover,
Indian Stock Market Learner,
Spritual,

Brahm Bhairavaya Namah.

[UP चौराहा @upchauraha]

Under Yogi Ji, not a single terrorist will breathe. Dharma’s fire burns them out. ⚡️

[Sandeep M @Sandeep_Majj]

CORPORATE INDIA'S CASH MOUNTAIN

Something extraordinary is happening in Corporate India.

Listed companies are expected to hold over ₹13 lakh crore in cash and bank balances in FY26, up from just ₹8.6 lakh crore in FY22. Interest income alone is expected to cross ₹4 lakh crore.

Think about that for a moment.

Many companies are now earning enough interest on their cash reserves to fund meaningful expansion projects without raising fresh capital.

This isn't what corporate balance sheets look like before a crisis.

This is what they look like before an opportunity.

And the real story begins when you look at what happened to debt...👇

1/3

[Rajeev Mantri @RMantri]

An infographic tabulating 26 indicators over the last 12 years has been going viral - I verified the data and benchmarked these indicators against a 7% real GDP growth rate, and 20 out of 26 held up.

India has indeed done very well to grow through a period of geopolitical, macroeconomic and domestic political economy crises and pushes. Even so, in key areas such as transportation (including ports and airports) and energy (especially coal production - which is a travesty because India has vast coal reserves), growth has been below target or just about sufficient.

But what would it take to grow output at 10% a year - the elusive double digit growth number? The numbers spell out that massive policy reforms and liberalization will be required.

[All India Radio News @airnewsalerts]

𝐍𝐚𝐭𝐮𝐫𝐚𝐥 𝐠𝐚𝐬 𝐝𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐞𝐝 𝐚𝐭 𝐒𝐫𝐢 𝐕𝐢𝐣𝐚𝐲𝐚𝐩𝐮𝐫𝐚𝐦-𝟑, 𝟏𝟓 𝐤𝐦 𝐨𝐟𝐟 𝐀𝐧𝐝𝐚𝐦𝐚𝐧 𝐈𝐬𝐥𝐚𝐧𝐝𝐬

Minister for Petroleum and Natural Gas @HardeepSPuri announced that natural gas has been discovered at the Sri Vijayapuram-3, about 15 kilometres off the east coast of the Andaman Islands.

The minister said, the discovery reinforces the vast energy potential of the Andaman Sea and marks another success in the ongoing exploration campaign in the basin.

He informed that the natural gas has been discovered at a water depth of 355 metres.

@moefcc @mnreindia #NaturalGas

[Hardeep Singh Puri @HardeepSPuri]

Congratulations @OilIndiaLimited !

An ocean of energy opportunities reinforced in the Andaman Sea!
Very happy to report the presence of natural gas in Sri Vijayapuram-3 an exploratory well drilled by Oil India Ltd. 15 km off the east coast of the Andaman Islands at a water depth of 355 meters.
Initial production testing of the well at the depth of 1900 plus meters in the Eocene formation has established the presence of natural gas through continuous flaring.
Oil India is carrying out gas sampling to assess the composition & calorific value of gas and to carry out isotope studies to understand the genesis of the gas.
Under the Samudra Manthan Mission (National Deep Water Exploration Mission) announced by Hon’ble PM @narendramodi Ji on Independence Day 2025, large number of deepwater & Ultra deepwater exploration wells are planned in our offshore basins to fully exploit our hydrocarbon reserves.
Presence of hydrocarbon is now reported in 2(Two) wells out of 3 (Three) exploratory wells drilled by OIL in current exploratory campaign off Andaman Basin.
This presence of natural gas will help us in taking forward our exploration ambitions in coordination with global deepwater exploration experts like @petrobras, @TotalEnergies, @bp_india, @Shell, @exxonmobil and will be a significant milestone in our journey through Amrit Kaal!
@PMOIndia @PIB_India @PetroleumMin @mygovindia
#OilIndia #EnergySecurity #Exploration #NaturalGas #Andaman

[Siddhartha Bhatt @thefirstsidd]

Great....very nice

[Gulte @GulteOfficial]

Probably for the first time, Pawan was left impressed by an employee's expertise.

During his visit to the Jindal Waste to Energy plant, he was astonished by the knowledge and vision of a senior employee.

Impressed by his ideas, Pawan directed officials to arrange meetings with him to help formulate plans for cleaning the Godavari River.

[Gurmeet Chadha @connectgurmeet]

As we intensify efforts to stop Fx outflow through lesser gold purchases n foreign travel , we must also try and retain talent.

Meritorious Students due to quotas find it hard to get into good colleges and hence head for US, EU n AUS.

- create a special wing in every IIT, engineering colleges , AIMS, medical colleges as “Innovation wing”
- dedicated only for R&D
- only merit bases admission thru a separate entrance exam.
- 10000 top minds of country focused on Cutting edge work on our energy , health , environment needs in 2047.
- allocate Billions to improve school infrastructure. Double the pay scale of teachers to attract best talent.

Once we stop exporting talent , we will stop importing most things.

[News Arena India @NewsArenaIndia]

"Technology can improve human life, but only spirituality can improve human being."

- Andhra CM Chandrababu Naidu during Art of Living Foundation's 45 years celebration programme in Bengaluru

[Feroze Azeez 🇮🇳 @feroze_azeez]

A discussion with @AnilSinghvi_, Managing Editor at @ZeeBusiness, on India’s rising gold imports and the larger economic impact behind it.

- India imported nearly $75 billion worth of gold last year
- Even 1% reduction in household gold holdings can create a meaningful impact
- Wealth creation and nation building can move together

@narendramodi
#SellGoldAbhiyan #AnandRathiWealth

[Feroze Azeez 🇮🇳 @feroze_azeez]

Why did @AnilSinghvi_ give a standing ovation live on air?

Perhaps because it went beyond markets.

Just a simple idea - If Indian households monetise just 1-2% of idle gold, imports can become zero this year.

Watch, share, RT if you believe we can do this for our country.

#SellGoldAbhiyan

[Siddhartha Bhatt @thefirstsidd]

Excellent https://t.co/KReb5sNeef

[anand mahindra @anandmahindra]

Very well said, Shubham.

The real strength of manufacturing is never glamorous.

It grows quietly in workshops, factory floors and industrial sheds, long before the world notices it in economic rankings or headlines.

India’s manufacturing future won’t be built only by giant corporations.

It will be built by thousands of medium-scale enterprises that are steadily, silently becoming world-class. That’s the ‘underground’ revolution now underway in India.

And if we truly want to become a manufacturing superpower, this ecosystem needs relentless support: Better roads. More Plug-and-play industrial parks. Faster regulatory decisions. Less friction.

Ease of doing business for these enterprises is just as important, perhaps even more important, than incentives for large corporations.

💪🏽🇮🇳

[Megh Updates 🚨™ @MeghUpdates]

Tears in the eyes of every nationalist today! 🥺

Amit Shah ji dedicates the historic Bengal victory to the 321 BJP Karyakartas who were brutally murdered by the ruling ecosystem since 2014.

We will never forget their sacrifice. The Lotus blooms on their unmatched bravery!

[Anish Moonka @anishmoonka]

Last year, one Indian festival drew 660 million people to one city in 45 days. More than every American, Canadian, Brit, and Mexican combined. The state government built a temporary tent city just to hold them. It cost $750 million to set up and made about $24 billion for the local economy. A 32-to-1 return.

That festival is the Maha Kumbh Mela. It happens every 12 years. Last year’s was the biggest one yet, because it lined up with a planetary alignment that only comes around every 144 years.

The reply above says the odds of being born in India are 17.9%. What Mac actually wants is rarer than that. Hindus are 78.9% of India’s 1.48 billion people, so “Hindu in India” lands at about 1 in 7 of every human alive today.

Take Diwali, the festival of lights in October. It moved $68.77 billion in shopping over five days last year, up 25% from the year before. Gold alone accounted for $8 to $11 billion of that. Morgan Stanley estimates Indian families are holding $3.8 trillion of gold in their homes right now. Close to 89% of the country’s entire economy, sitting in jewellery and coins.

During one night every November, the Indian city of Varanasi lights up 88 stone staircases along the Ganges river with a million oil lamps at the same time. The picture in the tweet is that scene.

The country around all of this grew its economy at 7.4% this year, the fastest rate of any big country on Earth for four years running. The average person there is 29 years old, versus 38 in the US and 49 in Japan. The IMF thinks India will be the world’s third-largest economy by 2031.

Mac said he’d take that ticket every time. Given what’s loaded into it in 2026, he’s not wrong.

[Siddhartha Bhatt @thefirstsidd]

Read and feel

[Gurmeet Chadha @connectgurmeet]

A friend came over last night from US..my family was away

Ordered milk n groceries from Blinkit in 10 min

Chole bhature for breakfast took 30 min

A Househelp came from Pronto & took care of House for just 150 Rs for 1 hour.

Then drove to Dehradun in just 2.5 hours.

all this done digitally using digital payments..

This is ‘Quality of Life’ he remarked!!

Actually we don’t appreciate enough!!

[Siddhartha Bhatt @thefirstsidd]

Read

[Anish Moonka @anishmoonka]

India's economy grew 7.6% this past year, the fastest pace of any big economy on earth. The country still dropped from 4th to 6th in global GDP rankings. Both things are true, and they're connected by a story that has almost nothing to do with growth.

In rupees, India's economy got bigger by roughly 9%. But ranking countries means converting everything into US dollars first, and two things went sideways on that conversion.

The rupee weakened. It slid from 84.6 per dollar in 2024 to around 93 per dollar now, about a 9% fall in a single year. Several pressures drove it down. US tariffs on Indian goods hit 50% this year. Foreign investors pulled nearly $18 billion out of Indian stocks. October's trade deficit set a record at $41.68 billion. When your currency drops, your economy looks smaller to the outside world even while factories keep humming at home. The UK kept its ranking spot because the pound barely moved against the dollar.

Then on February 27, 2026, India changed how it counts GDP for the first time in over a decade. The new method is more accurate and lines up with international standards, but it mathematically wiped about ₹12 lakh crore (around $130 billion) off the official size of the economy overnight. Nothing about the actual production changed. Just the math.

Stack those together and India's 2026 GDP comes in at $4.15 trillion, just below the UK at $4.26 trillion and Japan at $4.38 trillion. The IMF's own forecast says India retakes 4th place next year at $4.58 trillion, passes Japan by 2028, and reaches $6.17 trillion by 2030.

A weaker currency and a new accounting method pushed India down the list. The underlying economy grew faster than any other major economy in the world this past year.

[Yogi Adityanath @myogiadityanath]

India enters a new era of nuclear strength.

The Prototype Fast Breeder Reactor at Kalpakkam stands as a symbol of our technological excellence and national ambition. By harnessing our vast thorium reserves, Bharat is taking a decisive step towards energy supremacy and long-term self-reliance.

Guided by the bold and visionary leadership of Hon. PM Shri @narendramodi Ji, this achievement reinforces India’s rise as a global energy leader.

Congratulations to our dedicated scientists and engineers on this remarkable milestone.

https://t.co/cJjKg24soT

[Siddhartha Bhatt @thefirstsidd]

Great

[Narendra Modi @narendramodi]

Today, India takes a defining step in its civil nuclear journey, advancing the second stage of its nuclear programme.

The indigenously designed and built Prototype Fast Breeder Reactor at Kalpakkam has attained criticality.

This advanced reactor, capable of producing more fuel than it consumes, reflects the depth of our scientific capability and the strength of our engineering enterprise. It is a decisive step towards harnessing our vast thorium reserves in the third stage of the programme.

A proud moment for India. Congratulations to our scientists and engineers.

[Siddhartha Bhatt @thefirstsidd]

Quite happy that the range broke on the lower side ...it gives you a relief that the next rally will be longer and sustainable one too.
The base of 21750-26000 is one for the ages.

[Siddhartha Bhatt @thefirstsidd]

Nifty 25600-26300
I feel this range should be respected for sometime- looking at the earnings growth of Nifty 50 on half yearly basis.
If somehow we remain in this range till the Mar 26 and EPS as projected to rise by H2.
The PE is expected to be at 20-21x
Cont......

[Siddhartha Bhatt @thefirstsidd]

Jai Hind

[The Bihar Index @IndexBihar]

Satellite images of India at night: 2012 vs 2026

Look how things have changed, Bihar appears brighter than ever.