Rajrevan

FDI rule easing under FEMA is a structural positive for India’s electronics manufacturing story. Stocks to track: Dixon, Kaynes, Amber, EPack, Syrma SGS, Avalon. Why? Earlier, even minor Chinese-linked capital needed approval → delays & missed opportunities. Now, ≤10% non-controlling investments are allowed via automatic route. This unlocks faster capital inflow, global partnerships, and capacity expansion. Combined with PLI + China+1 shift, Indian EMS players are well-positioned to scale. Dixon → consumer electronics leaderKaynes → diversified (industrial + defence + PCB)Amber/EPack → AC & appliancesSyrma/Avalon → high-value electronics This is not a one-day trigger, but a long-term tailwind. Markets may reward execution, not just narrative. #MakeInIndia #PLI #Electronics #FDI #StocksToWatch

@Prakashplutus Apart from this Crude oil price shock (import dependency) Weak job creation vs population growth Policy uncertainty / sudden regulatory changes Supply chain disruptions (global conflicts, logistics)

Key Risks to my bullish stance on India : 1. Rupee Depreciation 2. Record FIIs outflows 3. Muted Earnings growth 4. Higher taxes / Lower post tax return 5. We are behind in AI race 6. No focus on Innovation & RD 7. Corruption is deeply routed ( GST+IT ) 8. whole year election drama 9. Flight of Human capital / Financial capital 10. Freebies/Loot via various schemes .

Yesterday 4% today again 3% energy sector 🥳🥳

All are up by atleast by 3%

Here are some power companies that may benefit from rising electricity demand. More demand is coming from AI, data centers, and heat waves. I will share small-cap names soon. For study purposes only.

Been observing Bharat Electronics Limited On expiry day, stock usually stays quiet / doesn’t move much But if Nifty is stable after that, next 1–2 days it tends to move up 3–4% Not saying it will repeat every time, but this pattern has played out a few times Let’s see if it holds this time as well

Go through the data and it's upto 2025 only if it's long term you can add anyway SIP will work but if it's for short term better to wait.

Been looking at Tata Power It’s not just a power company anymore Covers generation → distribution → renewables → solar manufacturing → EV charging Basically present across the entire value chain Valuation wise it’s trading around 35–38x PE which is higher than most traditional power companies But market is clearly not valuing it like a normal utility More like an energy transition + EV + solar play Not cheap, but not exactly comparable to NTPC / Power Grid also Feels like a long-term story where execution matters more than current numbers

Advanced Micro Devices (AMD) is growing fast due to AI and data centers. More data centers need huge electricity. At the same time, heat waves are increasing power usage globally. This can drive demand for power and infrastructure companies. Do you want to know which companies may benefit?

@Prakashplutus It's decline capture ratio. It means only 30% stocks are falling out of 100. That means market beardth is improving

Nifty Microcap-250 index DCR is around 30% . This the lowest reading in last 21 days .

@myfirststock99 Resistance at 1145 let's see

Won’t be amazed if Adani green hits 1500 in 2025 Though valuations are high Chart is super

@haseebdraboo Let's connect

I’m looking to connect with genuine minds in trading, investing, and personal growth. Drop a “👋” or comment — I’ll follow and connect with everyone who does. Let’s grow together. 💪📈

@sohamtweet No Soham it's not 80k. Probably between 30k-50k max

Met a college friend who works at TCS, and according to him, around 80,000 ( yes 80k, it’s not a typo) employees have been let go so far - some with 18 months salary, some with 3 months, and some with zero severance package. This is a staggering number, and I am sure it will spill over to other IT services firms.

@InvestorOfJAMMU Please read about current IT industry and comment.

Final Nail on the Coffin of Indian IT Industry🔨🔨⚰️⚰️ RIP IT SECTOR🙏

@KommawarSwapnil The gift nifty is happy because the stance is dovish. Let's see what powell comment.

Jerome Powell and the 🇺🇸 Fed just cut rates by 0.25% down to between 4%-4.25%.

@BaluGorade As long as it's generates income it's called asset.

If you buy a car on loan, it's a liability, not an asset.

@GavinNewsom Many companies are cutting down their costs by replacing the USA resources with other locations resources. This is the fact

A July jobs report way below expectations. May and June revised down as well. Unemployment rate ticked back up to 4.2%. We haven’t seen conditions like these since 2020. Don’t let Donald Trump gaslight you. He is failing Americans and crashing our economy.

@DeItaone Great india may benefit

🚨CHINA PAUSES US-BOUND COMPANY INVESTMENT AMID TRADE WAR China has stopped approving outbound investments for companies looking to set up or expand operations in the U.S., amid trade negotiations between the world's two largest economies, Nikkei Asia has learned. Local Chinese governments and the state economic planner, the National Development and Reform Commission, have ceased such approvals since April, according to people familiar with the matter.

@aditya942000 People are wondering why it is 532 right. There are two types of shares existing partly and fully paid shares go through it.its a positive sign by the way

BULK DEAL ALERT:🚨 UPL MORGAN STANLEY Bought 10,27,090 shares @ Rs.532.36