Since last year's march fall and this year's march fall, wherever I see EPC written in what a company does, I just walk off that stock.
Don't even bother to study further.
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Prateek- Nivesh Wisdom
8K posts
Prateek- Nivesh Wisdom
@pratbrat
Yesterday was a cancelled cheque. Forget about it. Today is cash. Enjoy it! My stock analysis can be found on Insta- https://t.co/DWnwaIFAd4
Bangalore Katılım Mart 2009
544 Takip Edilen1.1K Takipçiler
US has the same problem. Grid power is not able to keep pace, but hyper-scalers are shifting from "wait for the grid" to "bring your own power" (BYOP) or behind-the-meter (BTM)/on-site generation.
This is the dominant evolving strategy: ~30% of anticipated new data center capacity now plans on-site generation (up sharply from near-zero in early 2025), with projections reaching 50% or more.
By 2030, ~27% of facilities could be fully powered onsite.
Chenthil@jcrajan00
India approved 139 data centres worth $10 billion in investment in the last 18 months. Total capacity under construction: 2.5 GW. This is not a tech story. This is an energy and real estate story. A single hyperscale data centre consumes as much power as a small city. The 2.5 GW pipeline is equivalent to adding the power demand of three Jaipur-sized cities — just for data centres. Adani, Reliance, Tata, CtrlS, NTT, Equinix — all building simultaneously across Mumbai, Chennai, Hyderabad, and Noida. AWS, Google, and Microsoft have each committed over $5 billion to Indian cloud infrastructure. NVIDIA is backing Indian AI startups at seed stage. Here is the problem nobody is solving fast enough: where does the power come from? India's grid is already at 95% peak utilisation in summer. Adding 2.5 GW of always-on data centre load requires either massive new generation capacity or dedicated renewable installations. This is why the semiconductor and data centre stories are connected. India cannot be an AI power without reliable 24/7 power. The grid infrastructure bottleneck — not talent, not capital — will determine whether India becomes an AI hub or just an AI consumer.
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Transformer players- better watch out your margins.
RM cost is skyrocketing!
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India is now comparing itself with Bangladesh and Pakistan.
Wow! Kya din aa Gaye hain 😩😩😩
Aunindyo Chakravarty@Aunindyo2023
Bangladesh is expected to overtake India in terms of per-capita income in 2026. Really? No. Per-capita income at market exchange rate is meaningless. When you compare in terms of Purchasing Power, India's per-capita income will still be 17% higher than Bangladesh's
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This is clearly positive news for Steel Exchange India Limited
#STEELXIND
Legal Era-Legal Media Group@LegalEraGlobal
NCLT Hyderabad rejects CIRP plea against Steel Exchange India; holds extension charges not valid operational debt Read full news: legaleraonline.com/news/ibcnews/n… #nclt #hyderabad #ibc #cirp #steelexchangeindia #operationaldebt #insolvencylaw #preexistingdispute #legalera #legalnews
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Because NIFTY IT is uninvestible, sector-wise the Indian market has become quite narrow. Only a few sectors are generating alpha:
1. Power Equipments
2. Data Center
3. Select Pharma
4. Defense
5. Aircraft Parts
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Low hanging fruit and what probably hurts India most - #freebies
"5/ Cash transfer schemes are quietly crowding out capex - Women-only cash transfers across a dozen-plus states now total Rs 1.7–2.5 trillion annually — roughly 0.5% of GDP — and rising. In some states, these schemes absorb 2–3% of GSDP, squeezing infrastructure budgets. Bernstein isn't saying scrap them — targeted support has a role. But election-synchronised, unconditional, permanent transfers risk locking India into a low-productivity equilibrium where taxes fund today's consumption instead of tomorrow's capabilities."
GoIndiaStocks.com@goindiastocks
Bernstein just wrote an open letter to India's Prime Minister — and it is asking some hard questions. (23rd April India Strategy note) 👇 1/ The employment question is existential, not cyclical - India's 10–15 million strong IT/BPO workforce — the backbone of the aspirational middle class — is directly in Gen AI's crosshairs. Manufacturing can't absorb the slack at current trajectory. The real question: does the next growth leg create engineers and product builders, or mostly drivers and delivery staff? 2/ Agriculture is stuck in a 1970s policy loop 42–45% of the workforce. 15–16% of GDP. - Below 1-hectare average holdings. Monsoon-dependent farming. Loan waivers instead of reform. The farm laws rollback made things harder, not less necessary. Rs 3–4 trillion in annual input subsidies need to shift toward post-procurement income transfers — and cold storage/logistics investment is not optional anymore. 3/ India risks becoming a permanent AI consumer, not a creator - Data centers are not a strategy. India doesn't own a single frontier AI model. If Indian data keeps training US and Chinese models while domestic capability goes unbuilt, the IT services sector hollows out with nothing to replace it. Bernstein's ask: fund domestic foundation models, build compute capacity, and push global AI companies to list in India — sharing value with the public. 4/ Manufacturing ambition keeps outrunning manufacturing depth - PLI created momentum, but the share of manufacturing in GDP is still stuck at 16–17%. Even in EVs, battery cells — 30–40% of cost — are largely imported from China. The pattern of late entry into industries after global supply chains are already formed needs to break. The next bet must be placed before the race is lost — automation, robotics, advanced materials, AI-integrated manufacturing. 5/ Cash transfer schemes are quietly crowding out capex - Women-only cash transfers across a dozen-plus states now total Rs 1.7–2.5 trillion annually — roughly 0.5% of GDP — and rising. In some states, these schemes absorb 2–3% of GSDP, squeezing infrastructure budgets. Bernstein isn't saying scrap them — targeted support has a role. But election-synchronised, unconditional, permanent transfers risk locking India into a low-productivity equilibrium where taxes fund today's consumption instead of tomorrow's capabilities. 6/ R&D spend of 0.6–0.7% of GDP is not a serious number for a country with semiconductor ambitions Merit-diluting reservation policies are hollowing out research institutions. Without fixing the talent pipeline and funding base, aspirations in AI, deep tech and semiconductors remain exactly that — aspirations. Bernstein's closing line: "India does not lack capital, talent, or ambition. What it requires now is a sharper willingness to take difficult decisions early, rather than defer them. The window to act is still open, but it is narrowing." #nifty #india #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.
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Small and midcaps are witnessing one of the strongest Bull run, ever, in the month of april when oil prices > $100.
Nifty. Large caps and IT stocks still in bear market.
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Yup.. the real pain will start once state elections are over.
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Big time selling in NIFTY IT.
India has a problem at hand !!!!
CNBC-TV18@CNBCTV18Live
#FundFlow | FIIs Net Sell ₹2,078.36 Cr While DIIs Net Sell ₹1,048.17 Cr In Equities Today (Provisional)
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We as nations should be creating manufacturing jobs for youth and women.
Freebies will keep them poor and make everyone else around them poor.
India will become poor @AmitShah ji
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@shiladitya4u I guess the reason is outflow from IT services to other sectors and a pause in primary markets. NIFTY IT and IPOs tell the story :)
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I admit I am completely lost with the mad bull run in many stocks... stocks are going up without a single day of correction as if there is no tomorrow !!
There are enough macro headwinds - oil, inflation, INR falling, FII exit etc etc. Everyone knows that...
Markets have rallied in the past as well when there were macro headwinds but in all those cases, valuations were very cheap.
However you look at it, valuations today are not cheap at all if you look at historical values. In fact, many pockets are highly overvalued. This is the difficult part to digest - When macros are bad and valuations are higher than everage, why the rally??
No matter how much time we spend in the markets, markets will continue to surprise us !!
We need to be a lifelong learner of markets.
............
Disc: I am almost fully invested, and enjoying the rally without understanding the reason 😀😀
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Just listening to the conference call of GSM FOILS.
An increase in RM cost will bite almost every company.
If the US-Iran blockade continues, not everything can be passed on.
Not a good sign.
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All unemployed youth in Bengal will receive ₹3,000 in their bank accounts on the first of every month.
We will provide ₹21,000 to every pregnant mother for the care of her child.
The BJP government will implement 33% reservation in government jobs, and from 1 June, all women will get free bus travel.
The BJP government will increase the PM-Kisan Samman Nidhi from ₹6,000 to ₹9,000.
- Shri @AmitShah
#BanglarMoneSudhuiBJP
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So much mismanagement of funds when India is getting crushed from high oil prices, low employment, crushed IT segment, which was the single largest source for Forex.
In this game to win the elections, the ONLY loser is INDIA 🇮🇳
Pathetic!
BJP@BJP4India
Make our candidate win, and on the first day of the month, women will get Rs 3,000/ month. All the unemployed youths will be credited Rs 3,000 into their account. Pregnant women will be given Rs 21,000. Besides, women will not have to pay bus fare in the government buses. - Shri @AmitShah #BanglarMoneSudhuiBJP
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It was clear from the beginning that BJP doesn't care for women's reservation bill. And why do we need 300 more such MPs who have total public apathy and a burden on tax payers??
News Arena India@NewsArenaIndia
“Get out, you are causing traffic jam.” - Woman berates BJP Minister Girish Mahajan at Mumbai rally over reservation bill
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