Mahendra Rao QPFP® CWM®

Meanwhile Parle Industries Ltd up 5% speaks a lot about Indian Investors. They don't even care to know about the company. Parle Products pvt ltd and Parle Industries ltd ... Confusion Bas Naam hi Kaafi hai trade karne ke liye 🫣

Something unusual ...Melody as a gift No doubt it took social media by storm and started trending. Modi & Meloni = Melody 😉 #Melody

Total combined value check is $30.84 trillion These group of stocks are now have a weighted average trailing PE of 34.5x. #marketupdates #valuations

Semi Conductor - TSMC $2.06 trillion - Broadcom $ 1.99 trillion - Micron $ 768 billion - AMD $ 686 billion - ASML $611 billion - Intel $308 billion - Applied Materials $255 billion

Total combined market capitalisation of top 15 global companiies involved in AI, Data Centres and Semi conductor is approx $30 trillion. Top 3 hardware & AI giants - $10.78 trillion - Nvidia - $ 5.40 trillion - Apple - $ 4.37 trillion - Samsung - $1.01 trillion

It's complete USA dominance, with the total Market cap equals to Nominal GDP of America #MarketUpdates

14. Micron Tech USA $768 billion 15. Advanced Micro Devices USA $686 billion Top 3 companies make up almost half of these, Nvidia, Alphabet and Apple make up 44. 6% of total Top 11 companies with more than $ 1 trillion + club makes up $29 trillion

Total Market cap of Top 15 largest global company is approx $ 32 trillion. 1. Nvidia USA $5.40 trillion 2. Alphabet USA $ 4.81 trillion 3. Apple USA $4.37 trillion 4. Microsoft USA $ 3.15 trillion 5. Amazon USA $2.85 trillion 6. Broadcom USA $1.99 trillion

Check this amazing temples in Bengal’s Kalna. 2 circles of 108 shiv mandirs.

Tough times ahead, though nothing fundamentally nothing wrong with India 🇮🇳 the geopolitical tension, rising inflation due to high energy price will have a huge impact on household expenses. Time to Rethink, Reallocate and Prepare

Let's prepare for the worst as stated by the PM this can be a "Decade of Disaster" The new "Neo-Middle-Class" which had risen above the poverty line in the past decade can fall again in the low income group.

Imagine the plight of this poor animal. Wildlife sanctuaries and animal parks must allow limited access to humans. Though Permit based systems are mandatory it should be limited. Such a huge crowd are breaking the wildlife ecosystem #wildlife

The trend is quite important as higher MSCI EM generally means More passive FIIs inflows Higher allocation by global EM funds Greater global institutional participation #MSCIEM

India's weight in MSCI EM has reduced from 20% to 11.94% in the past 2 years. It peaked in 2024 at 21 %. It is now even lesser than Taiwan's TSMC MSCI EM current leaders 1. China 26.6% 2. Taiwan 21% 3. South Korea 15.6% 4. India 11.9 - 14% #MSCIEM

Let's move the focus on tariff now

Domestic funds with global allocations. quite a long list, many funds have already reached the regulatory limit, as per SEBI and RBI #nifty #internationalallocation

This is the reason why sectoral or thematic funds can be problematic or carry very high risk ....it can show the biggest drawdown even when markets are doing good 👍 #Nifty #sectorbet #techstocks

Asha Bhosle - an era of lovely singing and music 🎶 comes to end. With her gone the older generation songs - "the purane nagame" finally stops here.