Gyanpathtradex
Closed channel
290
Subscribers
No data24 hours
No data7 days
No data30 days
Posts Archive
Highest FII shorts on the index are already placed and FIIās are 87% net short.
Historically, whenever this has happened indices have rallied huge
Post Covid GDP growth of India.
- FY 21-22 9.7%
- FY 22-23 7.0%
- FY 23-24 8.2%
Inflation around 5%
Manufacturing growth at 10%
In the world where average inflation is much higher than last few decades and average GDP growth is much lower, India stands as a shining example.
If FIIs are selling, itās their loss and not of India.
And something is happening in telecom sector for sure
Sit tight with vodaphone (even if it is cheap) and bharti ( even if it is costly)
Sw solar (solar)
Borosil renuable ( renuable glass)
Sbi (psu)
Acl gati ( logistics)
Ambuja (cement)
Adani enterprise ( overall group)
Ganesh ecosphere (pet recycle conpamy)
few sectors that could be in focus based on the election outcome:
BJP Win: Cement, Infrastructure, Metals, Renewable Energy, logistics and PSUs and Adani stocks
š *MSCI Index Rebalancing*š
*13 Stocks that can see an inflow of $2 Billionš°after MSCI Index rebalancing*
* Bosch Ltd : $144 Mil
* Canara Bank : $126 Mil
* Indus Towers Ltd : $168 Mil
* Jindal Stainless Ltd : $142 Mil
* JSW Energy Ltd : $127 Mil
* Mankind Pharma Ltd : $138 Mil
* NHPC Ltd : $179 Mil
* PB Fintech Ltd : $232 Mil
* Phoenix Mills Ltd : $187 Mil
* Solar Industries India Ltd : $149 Mil
* Sundaram Finance Ltd : $198 Mil
* Thermax Ltd : $122 Mil
* Torrent Pharmaceuticals Ltd : $140 Mil
*Below are the three stocks that have been excluded from the index.*
* Berger Paints India Ltd : $94 Mil
* Indraprastha Gas Ltd : $89 Mil
* One 97 Communications Ltd : $57 Mil
In its premarket move yesterday, $NVDA has added *$170 billion in market cap*
That's ~$35 billion MORE than the entire value of Intel, $INTC.
Nvidia, *$NVDA ie market cap*, is now larger than:
1. 4x the market cap of Tesla
2. ā 7x the market cap of Costco
3. ā 9x the market cap of AMD
4. ā 17x the market cap of Goldman Sachs
5. ā The market cap of Walmart and Amazon COMBINED
6. ā Russia's entire GDP plus $300 billion in cash
7. ā GDP of Spain and Saudi Arabia COMBINED
8. ā GDP of every US state except California and Texas
9. The entire German stock market
10. ā *GDP of every country in the world, except 7*
And it is now just
~17% away from surpassing Apple as the 2nd largest company in the world.
NSE listed companiesā market capitalization surpass USD 5 Trillion
The journey of market capitalization of Indian listed companies from to USD 2 trillion (July 2017) to USD 3 trillion (May 2021) took about 46 months, USD 3 trillion to USD 4 trillion (December 2023) took about 30 months and the latest USD 1 trillion addition took only about 6 months. The top 5 companies by market capitalization are Reliance Industries Limited, TATA Consultancy Services Limited, HDFC Bank Limited, ICICI Bank Limited and Bharti Airtel Limited.
In the last 10 years, Nifty 50 index has delivered 13.4 per centĀ returns (Total price index CAGR). During the same period, domestic mutual fund assets under management (Equity and Debt) increased by 506 per centĀ from Rs 9.45 trillion end of April 2014 to Rs 57.26 trillion end of April 2024. The Foreign Portfolio investors (FPIs) assets under management (Equity and Debt) increased by 345 per centĀ from Rs 16.1 trillion end of April 2014 to Rs 71.6 trillion at the end of April 2024.
INDIABULLS HOUSING FINANCE Q4FY24
NET PROFIT UP 21.6% AT ā¹319.4 CR VS ā¹262.6 CR (YOY)
NII DOWN 19.9% AT ā¹282.1 CR VS ā¹350.9 CR (YOY)
The hottest metal right now is silver.
It is currently at an all time high at Rs. 90,000 per kg
- that's a 35% rise this year already!
It has beaten Sensex, bitcoin and even Gold in May.
But why is silver rising so much? Letās dig deeper -
ā” Silver is used as an important industrial metal in rapidly growing sectors such as electric vehicles and solar panels.
ā” Two fast-growing sectors such as electric vehicles and hybrid cars depend heavily on silver.
ā” EVs contain between 25 and 50 gms of silver while hybrid cars use between 18 to 34 gms of silver.
ā”ļø A booming solar power industry is also causing a surge in demand for silver which is used in large quantities to make photo voltaic panels
ā” Itās important to remember that while gold traditionally is a more reliable investment, the value of silver depends on industrial usage.
ā” Silver ETF(Exchange Trade Fund) are a great option to add to your financial portfolio.
ā” There are a total of 10 Silver ETFs currently.
ā” Assets under management of these 10 ETFs offered by various fund houses crossed the 5,000 crore mark in April as per data provided by Association of Mutual Funds in India.
#Silver is the New Gold šŖ
Indian Govt. Planning To Spending On Infrastructure To 143 Lakh Crores By 2030 !š§š
Strong Beneficiaries In Infra Theme Are -
1- Larson & Toubro LTD. #LT
CMP - 3464
2 - #PNCINFRA
CMP - 458
3 - #KNRCON
CMP - 259
4 - #DBL
CMP - 444
5- #IRB
CMP - 68
6 - #ASHOKA
CMP - 181
UN raises India's 2024 growth forecast to 6.9% from 6.2% , Predicts Inflation to fall closer to RBI target of 4.5%
