Potemkin Thinker

"Ignoramus et ignorabimus" - Emil du Bois-Reymond (We are ignorant and we will remain so.)

Those who betrayed #ArvindKejriwal should remember that they swore along with other volunteers to worship kejriwal and Kejriwal only. They also know that as Shree Hanuman was born in Satyuga to set the standard of bhakti, it is #SanjaySingh and #BhagwantMann who has upheld standard of bhakti in Kalyuga. Only these three should be adored, seen, worshiped and due to them only sun and mood go through their cycles. They have broken their vows and only lord kejriwal can save them from "Narka Yoga" and ignominy. #JaiShreeArvindKejriwal #AamAadmiParty

@svn4aap Dhurandhar 3 feat Chaddha and pareeneti Socho bhai, never believe fully 💯% on someone in relation with Bollywood dalals, they can easily be compromised. Bjp me kya insider he, khulle me khelte he hum toh ⛳

To those who betrayed AAP, you walk on the blood of volunteers. You were the hope of people. The least you can do is help AAP with insider information of BJP. #makeindiano1

The Aam Aadmi Party's soul died the very day Kejriwal made #PrashantBhushan and #YogendraYadav leave the party so that he could establish himself as the de facto leader, aka a dictator." #RaghavChadha #AamAadmiParty

#JustIn | #March #CoreSector Data India March Eight Core Industries -0.4% YoY Vs 2.8% In February

#ICICIBank #Q4Results: Profit, NII beat estimates on lower provisions; Asset quality improves cnbctv18.com/market/icici-b…

DCX SYSTEMS: CO WINS EXPORT ORDER FROM IAI-ELTA SYSTEMS; ₹9.30 CR | MANUFACTURE AND SUPPLY OF TRANSMITTER RECEIVER MODULES FOR ISRAEL-BASED CLIENT

India equities are sitting at a rare confluence: worst trailing returns + trough valuations + rising earnings. Historically, this setup hasn’t lasted long. (Morgan Stanley India Equity Strategy Playbook, 8th Apr 2026) India: A bull market setup hiding in plain sight? Data says yes 👇 • Extremes in returns & valuations: Trailing 12M performance is near historic lows, while valuations are at prior troughs — with Sensex at its cheapest ever vs gold • Massive profit vs index mismatch: India’s share of global profit pool vs index weight is at an all-time high gap — implying structural under-ownership and room for re-rating • Earnings cycle inflecting: Sensex EPS expected to compound ~17% CAGR (FY26–28) in base case; broad market earnings growth seen at ~22% in FY27 • Macro math turning favorable: Nominal GDP growth sustainably above policy rates, policy uncertainty declining, and capex cycle (public + private) accelerating • Liquidity + flows tailwind: FPIs underweight after months of selling, domestic flows resilient, and buybacks likely to hit new highs → incremental demand driver • Clear upside skew: – Base case: Sensex 95,000 (+22%) by Dec’26 – Bull case: 107,000 (+38%) – Bear case downside limited (~76,000) Positioning takeaway: Overweight domestic cyclicals → Financials, Industrials, Consumer Discretionary; underweight global/defensive sectors like Energy, Materials, Healthcare Bottom line: When positioning is light, valuations are cheap, and earnings are accelerating — markets tend to move fast. India may be at that point again. #nifty #stockmarket #investing -------------------------------- Informational only. Not investment advice. Investments subject to market risk. GoIndia Advisors LLP | SEBI Registered Research Analyst | Reg. No. INH000020040 | SEBI (RA) Regulations, 2014. For Serious Investors → goindiastocks.com Follow us for more insights.

RISHABH INSTRUMENTS: CO SUBSIDIARY LUMEL SA WINS GERMANY ENERGY ORDER ₹30.00 CR | SIGNIFICANT EXPANSION IN EUROPEAN ENERGY SECTOR MARKET

अलजज़ीरा की ब्रेकिंग खबर पाकिस्तान की मध्यस्तता में अमेरिका और ईरान के बीच सबसे पेचीदा मुद्दे परमाणु उपयोग को लेकर सहमति बन गयी है! अगर ऐसा है तो अब बसयुद्द के समाप्त होने का औपचारिक इंतजार होना बाकी है! साथ में मिडिल ईस्ट में सालों के टकराव के समाप्त होने का एलान भी!

#JustIn | #Trade Secy Says, #Indian Negotiating Team To Visit The #US From April 20-22

#TradeData | #March Trade Data --Exports Down 7.4% At $38.92 Bn Vs $42.05 Bn (YoY) --Imports Down 6.5% At $59.59 Bn Vs $63.74 Bn (YoY) --Trade Deficit Down 4.7% At $20.67 Bn Vs $21.69 Bn (YoY)

#JustIN | March #WPI Inflation At 3.88% Vs 2.13% (MoM) Alert: March WPI inflation of 3.88% highest in 38 months

When evaluating a business,risk comes first, quality second, and valuation last.

If the share price declines owing to a downturn in one or two quarters, we ignore the decline, considering it a proximate event. But if the decline results from loss of market share for three years in a row, we ask if there is something fundamentally wrong with the business.

Everyone would be better off by learning how not to make bad investments. An investment career is probably among the very few that rewards the skeptic more than the optimist. - (Pulak Prasad)

It is common knowledge that lousy news attracts way more eyeballs than good news. The investment profession invites soothsayers of all kinds. Some are shady "Pandus", but most are well meaning professionals who expend enormous energy pontificating over the future.

I can't believe my eyes. #CSK has already gifted #KKR three lives in the first nine overs. This is ridiculous. #CSKVsKKR #TATAIPL #IPL2026

@ChennaiIPL I fail to understand the debate over Ruturaj Gaikwad's batting position. #CSK keeps posting 200+ scores this season, so it's not the batting, it's the woeful bowling unit that desperately needs an overhaul. #TATAIPL #IPL2026

Global events may affect the stock prices of high quality companies but not their business strength; the fact that investors were dumping stocks was not a problem but an opportunity; businesses market valuations may take a hit but not their intrinsic value; the opportunity cost of not investing in troubled times far exceeds any near term pain owing to notional losses. - (Pulak Prasad, Nalanda Capital)

It’s official, as per the proposed ‘The Constitution (One Hundred and Thirty First Amendment) Bill, 2026, strength of Lok Sabha increased from 543 to 850 members.