Raghunath Capital ⚡

लहरें जितनी चाहे, उतना जोर लगा कर देख ले बादल जितना चाहे, उतना शोर मचा कर देख ले जिस नैया नै को श्याम संभाले, उसको कौन डुबाएगा🛶 पता लगा लो जगह-जगह पर पता यही चल पाएगा श्याम के रहते श्याम का प्रेमी आँसूनहीं बहाएगा पता लगा लो जगह-जगह पर पता यही चल पाएगा पता लगा लो जगह-जगह पर🙏

📊Nifty spot 23515 Is the intraday recovery swing done or there’s more steam left ?? Our view : This seems to a good opportunity to enter short trade with view till tomorrow day end What’s your view 🤔🤔 #Nifty #StockMarket

Right now the market is focused on fear 😨 But smart investing is often about spotting: 👉 who benefits from macro change BEFORE consensus notices. INR weakness may not just be a macro problem… …it could become the foundation of India’s next domestic manufacturing upcycle 🇮🇳🚀

Of course, not EVERY company benefits ⚠️ Losers can include: ❌ Companies with high imported raw material dependence ❌ Businesses with large USD debt ❌ Import-heavy traders So stock selection matters more than headlines.

Everyone is suddenly bearish because INR is weakening 📉🇮🇳 But what if this is actually the START of a massive profit cycle for Indian manufacturing? 👀🔥 Most people only see panic. Smart money watches second-order effects. A thread 🧵👇 This can actually change your view 🤩

Expecting around Rs 15 per litre rise in retail prices of Petrol and Diesel soon #StockMarket #Nifty

🚨 Biggest reason behind sustained FII selling? Possibly the falling Indian Rupee. 🇮🇳📉 Over 1 year, INR has weakened against ALL major currencies — not just USD. 💵 USD: ₹83 → ₹95 💶 EUR: ₹88 → ₹111 💷 GBP: ₹103 → ₹128 For FIIs, returns are measured in Dollars/Euros. So even if Indian markets rise, currency depreciation eats into real returns. That means: ❌ Lower USD-adjusted gains ❌ Higher hedging costs ❌ Shift toward US bonds & safer assets Domestic SIP flows are cushioning markets for now… but persistent INR weakness is becoming a serious macro concern. This is no longer just a market story. It’s a currency confidence story. #India #INR #FII #StockMarket #Nifty #Sensex #Economy

🚨 Next big turnaround sector in India? CHEMICALS. 🧪🇮🇳 And one of the biggest reasons may be China itself. Chinese government policies + rising CNY are making many Chinese chemical exports less competitive for Indian buyers. What changes now? 👇 ✅ Higher Chinese production costs ✅ Currency appreciation pressure ✅ Export viability reducing ✅ Indian manufacturers becoming cost competitive again For years, cheap Chinese dumping crushed Indian chemical players. But the cycle may now be reversing. Indian chemical companies could benefit from: • Import substitution • Better pricing power • Capacity utilisation recovery • Margin expansion • Global supply chain diversification This may not be a short-term bounce. It could become a multi-year domestic manufacturing rerating theme similar to: 🔹 Pharma APIs 🔹 Electronics 🔹 Specialty manufacturing Watch the chemical space closely. 👀 #Chemicals #China #India #Manufacturing #Stocks #Investing

List of chemical companies with themes for better understanding 👇