Hemant Shyamsukha

@ArrushAdityadev some people never do a proper analysis @AnilSinghvi_ @ashumadan4

HDFC BANK was 650 in 2019. HDFC BANK is 750 in 2026. This is the stock which is responsible for the massive underperformance of indian markets vs Global Market. This is because HDFC bank was FII favourite and FII have net sold stocks worth Lakhs of Crores since the last few years. #hdfcbank #nifty #spx

@RenukaJain6 @RenukaJain6 Stocks with inflows were all down with MCX leading with 6% loss. Stocks with outflow were up with Hyundai leading with 3% gain...do you still think it was due to rebalancing ???🤔

Sir it was MSCI rebalancing. Refuse to believe you are a fund manager

@connectgurmeet @NileshShah68 Stocks with inflows were all down with MCX leading with 6% loss. Stocks with outflow were up ith Hyundai leading with 3% gain...was it due to rebalancing..🤔

Speed and money muscle being used to distort price moves. Unreal volumes. They also added 31000 short contracts when Brent is $90 and there is a possibility of a deal over weekend. We Need to act and trap this cartel.

@1shankarsharma @SandeepParekh 😂😂😂😂

@SandeepParekh Thank god ( again ) we have Pakistan. Otherwise we would have had to invent it.

They are still 30% higher than Indian prices 😀

@Rajiv1841 Never, Sachin was not ferocious, even Sehwag, Dhoni, Yuvraj, Gambhir were not of his league, Vaibhav is THE CLASS never seen

I want honest answer from those who watched Sachin Tendulkar playing live. Was Sachin as good & as dominating as Vaibhav Suryavanshi when he was playing against international bowlers at his age? Be honest without being nostalgic.

@ashumadan4 Stocks with inflows were all down with MCX leading with 6% loss. Stocks with outflow were up with Hyundai leading with 3% gain...was it due to rebalancing effect..🤔

Why MSCI rebalancing had to Dis balance us.

@rajivmehta69 @Rajiv1841 Perfect especially when Sachin scored ton

@Rajiv1841 Come on during Sachin’s time we lost 50% of our matches and always lost the tri nations ODI finals until Yuvraj Dhoni Sehwag and Gambhir came along India were so despondent we stopped playing the tri nations ODI.

I don't remember when was the last time broadcasters were focussed on player of losing team rather winning team. Cameraman was literally covering Vaibhav's reaction after the loss, this is Virat & Sachin level of Stardom❤️👏🏻

@rajivmehta69 @akanksha7196 @midnightmmry absolutely right, people may realise it in future, they won't understand it today,

@akanksha7196 @midnightmmry Always go for direct stock investing

mujhe toh lagne laga hai mutual funds galat hai

@ashumadan4 @iamrakeshbansal @AnilSinghvi_ @kunalsaraogi @iamrakeshbansal महफ़िल का है बड़ा निराला हाल, एक बजाए ताली, दूजा कहे "क्या कमाल!" बाजार जाए किधर, ये बाद की बात, पहले हो जाए एक-दूजे की भरपूर प्रशंसा की बरसात। 😄

@iamrakeshbansal And why are they in this full mood to sell ?????

मैडम किसी की मत सुनना 🔥 LTCG tax बिल्कुल remove न करना। FII full बेचने के mood में हैं, उनको 12.5% tax advantage मिला तो कहीं 50,000 Cr का माल एक दिन में बेचना शुरू न कर दे!

@Nigel__DSouza Stocks with inflows were all down with MCX leading with 6% loss. Stocks with outflow were up with Hyundai leading with 3% gain...what a rebalancing..🤔 Then why nifty went down bcoz of rebalancing, food for thought .....

Sharp fall in Nifty and broader markets linked to MSCI rebalance expectations. India likely to see: • 4 additions & 4 exclusions in MSCI Standard Index • Total constituents unchanged at 165 • India weight broadly stable at 12.3% Nuvama estimates USD 800 mn–1 bn foreign passive outflows due to India-related changes. Small caps may face bigger pressure: MSCI Small Cap Index could see 15+ exclusions, reducing constituents from 474 to 459 post-rejig. Explains today’s weakness in select largecaps & broader small-cap space. @CNBCTV18Live

@rajivmehta69 @InvestorOfJAMMU Sehwag was a hard hitter, not Tendulkar

@InvestorOfJAMMU Microcap is hitting sixes at will and being compared to Chris Gayle Tendulkar Yuvraj and Dhoni for his hitting his runrate beats king kohli the GOAT of white ball cricket. Success of his strength is Hanuman and Red Bull

Suryavanshi is a high growth microcap stop, turning into Smallcap world now🔥

@bagga_buntyy1 where is shane bond, courtney walsh

🚨 TOUGHER THAN CHOOSING A WORLD XI… 👀🏏 12 legendary fast bowlers. Only 3 spots. My picks: 🔥 Wasim Akram 🔥 Glenn McGrath 🔥 Dale Steyn Deadly swing. Ruthless accuracy. Pure fear factor. Who makes YOUR top 3? 👇🐐

@deepakshenoy Fiscal - govt should stop distributing "FREE REVADI" in elections. RBI should not pay more than 10% dividend, 90% to go for forex reserves, which will stop currency depreciation directly and inflation indirectly. For RBI- "National resilience first, fiscal convenience later"

A little disappointing that RBI has given just 2.86 lakh crore as a dividend to the government. They had nearly 4 lakh crore of profit. And yet, chose to keep a substantial portion of it into their CRB - a risk buffer they have never had to use ever, and won't. The official reason is to maintain 6.5% as a buffer. I hope they sell their gold now, reduce the balance sheet size which is extremely bloated, and can return even more. But these hopes, they just remain hopes. We deserve better.

@TheClubJunto Comparing Norway and India is like Apple and Orange — very different scale and constraints. Norway’s success was on oil and discipline around what to do with it. Both does not exist in case of India....

Lessons from Norway 1. When Norway struck oil, it did not waste cash. It played the ultra-long game for future generations 2. It bought 1.5% of all listed companies on earth 3. Oil depletes; capital grows 4. Indian PSUs are land & resource rich too Rich = Wisdom + Discipline Wise King; Rich Kingdom a. Norway ranks among the world’s topmost nations in wealth, happiness, freedom, equality, and human development. b. In 1970s, Norway discovered massive offshore oil reserves. The nation’s leaders chose not to spend the windfall on instant riches, and embraced delayed gratification. c. The leaders realized oil is a temporary asset, while financial capital can be permanent. They turned a finite natural resource into an infinite cash generating machine for future generations. d. Today at $2.2 trillion, Norway Sovereign Wealth Fund is the world’s largest. It owns roughly 1.5% of all major listed companies in the world. The fund is strictly run by top professional managers, not politicians or bureaucrats. e. “Invest Abroad” Mandate: Norway’s leaders recognized that their domestic economy was too small, so they mandated the fund would strictly invest outside Norway. This was a brilliant move that eliminated single-country risk. For this fund to die, the whole world would have to die first. f. The Fiscal Rule (Handlingsregelen): The fund created the ultimate barrier against political greed of any future leaders. It dictates that the government can only use the fund’s returns to cover budget deficit (if any), with a strict upper cut-off limit of 3%. The principal cannot be touched. g. This ensures the fund’s annual returns keep multiplying. In the last 50 years, the fund’s annual real return (inflation-adjusted) is 4.34%. So, it keeps beating inflation, keeps re-investing returns, and keeps compounding principal + returns indefinitely. h. The fund pays for world-class public services and healthcare, free higher education, and advanced infrastructure without requiring crushing tax rates on citizens. i. When a global crisis hits, Norway does not need to borrow money or slash public spending. During downturns, the government temporarily increases its fund withdrawals to cushion the domestic economy. j. Safety for Future Generations: As oil fields dry up in future or the need for fossil fuels is reduced, Norway’s economy won’t even blink because they will be living off the compounding power of global market equities. Value Unlock: Lessons for India a. The Indian government is the nation’s largest asset owner, holding thousands of hectares of prime land and natural resources through railways, defence, and PSUs. But asset management is not the core competency of Ministry officials and bureaucrats who don’t want to give up control. b. India’s Department of Disinvestment and Public Asset Management (DIPAM) under the Ministry of Finance is largely a failure. There is a permanent paralysis in strategic sales, disinvestment targets are missed, and market timing and pricing are ill-managed. c. PSUs like ONGC, Coal India, NMDC, and GAIL are giant custodians of India’s natural resources. But they suffer from outdated policies and constant political and bureaucratic interference, and lack transparency and professional management. ENDQUOTE “India is a rich country inhabited by poor people.” – Dr. Manmohan Singh @arabicatrader

@hvgoenka Missing - Gulabkhaas, Himsagar

The best mangoes in the world…..

@BaapofOption AI generated

Aisa Bull Market Kab Aayega❓❓❓🤔

@DhanValue ONLY distribute cash AND show no growth roadmap NO R&D in AI, NO Expansions I call it thoroughly uselesss today, what they did was great at that time some 30 yrs back, now they are no more that entrepreneur.

Indian IT companies continue to reward shareholders with massive dividend payouts despite global uncertainty and sector-wide slowdown. Some of the biggest FY26 dividend announcements from Indian IT firms: • OFSS — ₹270/share • Mphasis — ₹62/share • LTM— ₹53/share • Tech Mahindra — ₹51/share total FY26 dividend (Highest Ever) • TCS — ₹31/share final dividend • Infosys — ₹25/share • HCLTech — ₹24/share • Persistent Systems — ₹18/share Even after years of strong wealth creation, Indian IT remains one of the strongest cash-generating sectors in the market. Strong balance sheets, high free cash flow and shareholder-friendly capital allocation continue to separate quality IT businesses from the rest of the market.

@praveengirotra big gap down

Possible gap up tomorrow? Thoughts? #Nifty

@iamrakeshbansal Data centres are capital intensive and not labour intensive. 1000 cr investment in data centre can generate 150 jobs where textile can generate 30,000 jobs, 200 times. More power needs and top of all water will finish in long time.. my opinion-India should OPT OUT of it.

Iran War Makes Big Tech Look to India for Data Centres The ongoing Iran war has changed things fast. Iran launched drone strikes on Amazon data centres in the UAE and Bahrain. It also threatened many US tech companies like Google, Microsoft, and others in the Middle East. Data centres are now targets in this war. Attacks caused outages in banking and cloud services. Big companies worry about safety and future risks in the region. Because of this, global tech giants are now turning to India as a safer hub for new data centres. Why India? • It is stable and peaceful. • It has growing power and land support. • Companies can avoid war risks while serving big markets. This shift can bring more investment and jobs to India. What do you think? Good opportunity for India? 🇮🇳

@connectgurmeet Nifty 50 PE = 20.49 Your statitics need slight correction.

Indian Market stats as on 31st March Nifty50 current P/E 19.5 Forward 18-18.5 Market cap to GDP 105% Peak Market cap to GDP 138% (dec 2005) Bank Nifty P/E is 13.5 Price to book 1.7 FII ownership approaching 2008 lows.