mahendrapal singh

@vsvicky_ Satya vachan Satpal !! Most booms are sector driven and all players benefit but good companies the most like AI ecosystem in US and Taiwan.

Mathew Cyriac Understands One Thing Really Well, When A Sector Is In A Structural Upcycle, you stay with it. Take Data Patterns For Example. Florintree bought 22% in Data Patterns for ₹55 Cr in June'21. In Less than 3 years later, they exited completely at a value of ₹1,102 Cr, Staggering 20x+ Returns In 3 Years. Even after exiting, Cyriac stayed bullish on defence. He personally invested ₹125 Cr in the same block deal for 1.22% Today, that stake is worth ₹310 Cr In 2 years, Clean 2.5x in 2 years The Lesson: Find a strong sector early and keep rotating capital within the ecosystem. 🔥

@MithunSarkari Yes growth is slugish but most of these companies are either Market leaders or top three palyer in respective industry. Many of them are now adjusting to new market reality with certain inertia but eventually will grow after 12-18 months.

My 1st avoid list , these stocks are avoid for FY27 as per my understanding because the growth is likely to remain slow and no signs of aggressiveness from mgmts , do re think and study if u own and take your own decisions. 1. SBI 2. TCS 3. Infy 4. Wipro 5. LIC 6. ITC 7. Kotak mahindra bk 8. Asian Paints 9. Hyundai 10. Pidilite 11. Varun Beverages 12. Godrej Consumer 13. LG Electronics 14. Dabur 15. Colgate 16. PIInd 17. Hindustan Unilever 18. Avenue Supermarts 19. IRCTC 20. Voltas Do study and stay updated.

@EyeOn_Trade Perfectly said - Retail investor comes with greed and Casino mindset, while the rules of the game are that of disciplined traffic management, drive at safe speed - Speed thrills but kills money equivalent .

मैं शंकर शर्मा जी की बात से लगभग 90% सहमत हूँ। सच तो यह है कि शेयर बाज़ार आम रिटेल निवेशकों की सुविधा के लिए नहीं बनाया गया था। इसकी अधिकांश व्यवस्था, पूंजी का प्रवाह, जानकारी तक पहुँच और बाज़ार की संरचना बड़े खिलाड़ियों के पक्ष में काम करती है। रिटेल निवेशक अक्सर यह मानकर आते हैं कि सब एक ही मैदान में खेल रहे हैं, जबकि हकीकत यह है कि बड़े खिलाड़ियों के पास अधिक पूंजी, बेहतर रिसर्च, ज्यादा संसाधन और लंबे समय तक उतार-चढ़ाव झेलने की क्षमता होती है। लेकिन इसका मतलब यह नहीं कि रिटेल निवेशक सफल नहीं हो सकते। रिटेल निवेशक की सबसे बड़ी ताकत है — धैर्य, अनुशासन और सही Position Sizing। समस्या यह नहीं है कि रिटेल निवेशक छोटे हैं। समस्या यह है कि अधिकांश रिटेल निवेशक बड़े खिलाड़ियों का खेल, उनकी तरह खेलने की कोशिश करते हैं, जबकि उनके पास न उतनी पूंजी होती है, न उतना धैर्य और न ही उतनी जोखिम सहने की क्षमता। बाज़ार बड़े खिलाड़ियों के लिए बना हो सकता है, लेकिन दौलत आज भी वही बनाता है जो नियमों को समझकर खेलता है। रिटेल निवेशक का मुकाबला किसी संस्था से नहीं, बल्कि अपने लालच, डर और गलत Position Sizing से है।

@MithunSarkari thanks , what about competition in the space from the likes of Hitachi (Power India)?

7/ Final takeaway: This is no longer just an “India transmission capex” story. It is becoming: “India emerging as a global HVDC + high-voltage manufacturing hub during a worldwide grid supercycle.” And GE Vernova T&D sits at the center of it. Most important mgmt quote: “This time the cycle is different.” If they are right: the earnings compounding runway may be FAR longer than the market currently expects.📝 Must study 🔥🔥🔥

GE Vernova T&D delivered one of the MOST important concalls in India’s power infrastructure space. Not because of quarterly numbers. But because management effectively said: “This time the cycle is different.”🔥 Q4 Fy26 Concall updates: 🧵👇

@Java__sports @SharmaShradha @startup_bihar @IndustriesBihar Please post more information on the products and unique points and reasons for buying these products away from conventional sources.

Aaj @SharmaShradha hamari factory mein aayi, . Patna mein. Sirf visit nahi kiya. Believe kiya. . Unhone hume waqt diya, honest guidance di. . Dheere nahi, ab tezi se. Bihar badal raha hai. 🔥 . Made in Bihar. Built for India. 🇮🇳 . @startup_bihar @IndustriesBihar

@ShashiTharoor @Ram_Guha Ab is Jawab ka kya Sawal de ? Comparing two people and countries is comparing apple to Oranges. A self made person from disadvantaged race to an entitled heir of ruling dynasty. There are millions of Congress Karyakartas with his capabilities it just that they are not Gandhi.

Come on, @Ram_Guha, this is a bit much. What experience did Barack Obama, a first-term Senator from Illinois, have in world affairs when he became President of the most powerful country on earth, while it was caught up in multiple global issues? For that matter, how much international exposure did the CM of Gujarat have to manage India’s International relationships? @RahulGandhi has led a national party for a dozen years. He has extensive contacts with leaders around the world and no shortage of advisers inside and outside his party. No President or PM handles crises alone; that’s why he heads a government! I think it’s time to put this overblown controversy to rest.

During this severe weather, our feathered visitors find relief and comfort in the water containers placed for them in Amrit Udyan and other places in Rashtrapati Bhavan. A simple act that quietly reflects compassion and harmony with life around us!

During this visit to China, I am getting the opportunity to meet leaders from some of the global largest battery and power electronics companies. This time, our interactions have been directly with chairmen, CEOs, and Asia-Pacific heads. Some of those people who are actively shaping China’s industrial and technological future. Opportunities like these are rare, and there is a tremendous amount to learn from their vision, ambition, and long-term thinking. One thought I will carry back with me, however, is a sense of discomfort. Compared to what I see here, many Indian billionaires seem to be investing far less in building deep technology, R&D capabilities, and world-class innovation ecosystems. China’s rise has not been driven by procurement, trading, or short-term profits alone. It has been built on sustained investment in research, engineering, manufacturing excellence, and technological self-reliance. If India wants to emerge as a true technological powerhouse, we must move beyond a mindset centered solely on procurement, price, and profit. We need a culture that values invention as much as execution, research as much as revenue, and long-term nation-building as much as quarterly returns.

Everyone seems to have discovered global investing at the exact same time. Funny how that happens right after Korea is up 213%, and Taiwan 116% in last 18 odd months. Meanwhile India has had a rough patch. But is this a structural shift or just recency bias dressed up as wisdom? Part 1 of 5: Sheds some light on why it's worth asking why everyone suddenly wants to diversify globally before you do the same. Check this to find out more. @vikaskhemani; @manoj_bahety; @khemani_swati #PortfolioDiversification #RecencyBias #GlobalInvesting #MarketCycles #LongTermInvesting #WealthCreation

@Amara_Bengaluru This is how people with average comprehension read only headlines .

Ridham Desai is a senior leader in a big firm. I am sure he has a high paying job and his Bonus component would be hefty too. His articulation is really good, English vocabulary is leagues ahead of many non-Elite-school average Indians like us. But none of this gives him the right to throw random numbers at people. I made a collage of his/MS’s earlier predictions. How can you keep making such random claims and yet, get away? How does Morgan Stanley allow this to happen?

@ZerodhaVarsity Gap has increased but moot point is poverty alleviation, Gap will always be there in growth economy. The tracking of Gap is good but it needs perspective, compare data like how many households had 2Wheelers in 1971,91,2001,11,21,26 it will paint a different picture of poverty.

The richest 1% of Indians now control 40% of the total wealth in the country. The bottom half owns just 6% of it. The wealth gap is stark and it's getting wider. (1/2)

@erbmjha Rahul ji knows everything , in past few years he has caught fish in the pond, eater in hut and taken multiple perilously journies abroad to understand domestic and foreign affairs, plus PM ship is in his blood (it is a different group called NG+)

"No one hates Modi & BJP more than me but reality is anti-Modi folks ask me how Rahul Gandhi will handle a Gulf crisis, China attack or emergency? He doesn't qualify." Deep down every Modi hater knows they can trust Modi but not Rahul Gandhi🗿

Modi-hatred is almost a requirement to be called an "intellectual" in some circles. We have to counter them, so let's recall some history. Congress had left Punjab, Kashmir, Assam all burning. The Naxal menace had made middle India ungovernable. Bihar and UP had become lawless. Bengal stagnated and deteriorated. Today, Bengal has been rescued from the lawless TMC. For the first time since my childhood, we can discuss development and progress in all these states. We can disagree on specific paths to development, but at least we get to have that conversation. These achievements did not happen magically. They required a lot of hard work and sacrifice - and all of it happened democratically. Let us not forget that Congress used Article 356 very often to dismiss state governments and now they lecture us on "democratic values". If we elect the wrong crowd, we risk losing all the gains we have made. Modi and Shah have provided strong and resolute leadership that has allowed these useless intellectuals to indulge their Modi hatred. Deep down, even they know the truth.

@RenukaJain6 @narendramodi In most cases we lack QUALITY, Quality education, Quality research, Quality products , companies ...anything. We have many yet very few worthy of it. A paradigm shift from Quantitative focus to Qualitative is the clarion call.

A serious note to our PM @narendramodi Sir India does not need a course correction anymore. It needs a complete reset. We keep celebrating GDP numbers while ignoring the foundations that actually create great nations. A country cannot become a superpower with weak education, broken institutions, endless bureaucracy and an economy dependent on assembling products designed elsewhere. The government allocated roughly ₹1.28 lakh crore to education in Budget 2025. At the same time, food, fertilizer and rural employment subsidies alone account for nearly ₹4.57 lakh crore forget the cash for vote Nobody is saying support for the poor should stop. But a nation cannot subsidize its way to prosperity. Every year we spend massive amounts on consumption while underinvesting in the very things that create long term wealth: education, manufacturing, research, infrastructure and innovation. India has one of the youngest populations on Earth, yet millions of graduates remain unemployable. Degrees are increasing. Skills are not. We produce engineers who cannot engineer, graduates who cannot compete globally and universities that rarely appear among the world's best. Corruption remains a cancer eating into every layer of the system. Bribery is so normalized that people factor it into project costs. Red tape has become an industry of its own. Businesses spend more time chasing approvals than building products. Delays, permissions, licenses and endless paperwork have destroyed productivity for decades. Economic growth is impossible when inefficiency is rewarded and honesty is punished. The judiciary is another major bottleneck. Cases drag on for years. Contract enforcement is painfully slow. Investors want certainty. Entrepreneurs want speed. Instead they get delays. The harsh reality is that India still spends less than 1% of GDP on research and development while major global powers invest multiple times more. And it shows. What globally dominant technology has India created? What world leading semiconductor company do we have? What globally indispensable consumer technology brand have we built? Too often, we import components, import technology, import machinery, import designs and then celebrate assembly as manufacturing. Meanwhile countries like China spent decades building industrial capacity, supply chains, research ecosystems and technological leadership. Today the world depends on them for electronics, batteries, solar equipment, rare earth processing, manufacturing and industrial scale production. India talks about becoming a developed nation. China spent decades preparing to become one. Even our private sector has serious questions to answer. Many companies are obsessed with quarterly profits, stock prices and promoter wealth creation while spending very little on serious research and development. A recent survey backed by NITI Aayog found that 76% of researchers believe industry rarely supports R&D. That is a national failure. No country becomes rich by avoiding innovation. No country becomes powerful by importing everything critical. No country becomes globally respected by relying on cheap labour forever. The uncomfortable truth is that India has fallen behind much of the world in education quality, manufacturing depth, research capability, judicial efficiency and institutional strength. Potential is not an achievement. Demographics are not an achievement. Headlines are not an achievement. The world does not care about our population, our slogans or our promises. The world cares about what we build. Until India prioritizes education over politics, capital expenditure over freebies, innovation over shortcuts, merit over connections and execution over speeches, we will continue discussing our potential while other countries build the future. And that should worry every Indian.

@hvgoenka Skill the way one defines can get much of rest starting with wealth of course

No one needs a Rolex to tell time- it’s only to signal status. In life, we trade in five currencies: wealth, skills, beauty, fame and power. Each attracts the other. But like it or not, wealth sits at the top, because it can buy much of the rest.

Trump launched the Iran war without consulting America’s Gulf allies, then used vast U.S. military resources to shield Israel from Iranian retaliation while leaving Gulf states to absorb the payback for enabling American strikes. Now he is pressuring Gulf monarchies to join the Abraham Accords in order to prevent them from reaching a modus vivendi with Iran — a step many in the Middle East will view as rewarding Benjamin Netanyahu despite the devastation inflicted on Gaza and Israel’s continuing military actions in the West Bank and Lebanon. In a notable geopolitical shift, the six Gulf monarchies are no longer prepared to automatically align themselves with Washington’s agenda.

Travelling from HWH to TATA in Train No. 12813. Coach: M1 Seat: 80 PNR: 6404070980 An unauthorised lady passenger has occupied my seat and is refusing to vacate it. Despite informing the TT of our coach multiple times, no action has been taken yet. @RailMinIndia @RailwaySeva

@Ashneer_Grover The Day Indian Engineers in US stop flaunting their premier degrees from Govt established colleges like IIT and IIM, the equation ($1=94+T=50)= Point of No return will carry some meaning (or Till Visa makes them castaway)

What delulu ! Record breaking heat in India is clearly making people dizzy. Just DON’T - be scientific in your approach. Look at numbers - $1 = ₹94. Temperature = 50C.

@virsanghvi @Dior @ScentidoIndia I have always found Salesmen in Delhi 'too clever by half', confidence emanating from snobish stupidity has it's own definition.

Always shocked by how snobbish sales people at so called designer stores in Delhi malls are . At @dior at Promenade Vasant Kunj, the salesman was obnoxious & rude. At nearby @ScentidoIndia they were aggressive & patronising. What makes Indians who work for foreign brands feel so superior to ordinary people? It disgraces the brands themselves & suggests that this is how they feel about Indians.