One of the good investments for your kids will be simple gold and silver ETF's for next 15-20 years #Gold #Silver #Etf #Investing

SBI Top Picks for 2026 after Q1 Results - Tata Steel: Rs 240 | Upside 20.6% - Ajanta Pharma: Rs 3560 | Upside 15.8% - Endurance Tech: Rs 2940 | Upside 18.0% - Cemindia Projects: Rs 1436 | Upside 18.8% - Godawari Power & Ispat: Rs 355 | Upside 28.2% - TD Power: Rs 1394 | Upside 19.1% - CCL Products : Rs 1345 | Upside 17.6% - Azad Eng: Rs 2529 | Upside 19.7% - Quality Power : Rs 2529 | Upside 19.7% - Unimech Aerospace: Rs 1350 | Upside 20.0% - DCB Bank: Rs 212 | Upside 19.1% - GNG Electronics: Rs 500 | Upside 20.2% #Investing #Portfolio #SBI

How does a quick commerce platform survive on thin delivery fees? It builds a high-margin ad business on top. This isn't a new idea. Walmart, Amazon, eBay, Alibaba have all done it. They use their own shopper data to let brands buy ad placements, and that high-margin ad money quietly props up the thin-margin retail underneath. Zepto is running the same playbook, just much earlier. And the numbers are moving fast: ➡️ FY24 ad receipts: ₹58 Cr, about 1.1% of NRV ➡️ FY25: ₹769 Cr, 6.1% of NRV ➡️ FY26: ₹1,931 Cr, 7.8% of NRV Last quarter alone they pulled in ₹641 Cr, growing faster than the core order volume itself. Here's why this matters more than people realise. Digital ad revenue runs at something like 70-90% margin, because it rides on software that already exists. No extra dark store, no extra rider, no extra inventory to add a rupee of it. And FMCG brands are happy to pay, because the person seeing the ad is minutes away from actually buying. That high-margin money is what lets Zepto keep delivery cheap and keep prices low, while pushing acquisition cost down to almost ₹1 per order So the mistake most people are making is reading Zepto as a delivery app. It's closer to an ad and data business that just happens to deliver groceries #Zepto #Ipo

Zepto's growth numbers from the DRHP NRV trajectory: FY23: ₹2,295 Cr FY24: ₹5,232 Cr FY25: ₹12,704 Cr FY26: ₹24,816 Cr Growth - 117.8% CAGR over two years - fastest growing quick commerce platform in India by order volume among scaled players. User Metrics - Annual transacting users went from 10.6 million to 48 million in two years. Weekly transacting users now stand at 9.2 million. Orders processed in FY26 have crossed 640 million Store count- Grew just 8.9% in the last two quarters, while orders per day grew 59.7% First look on numbers look fairly well #Zepto #IPO

Most Indian IT Companies - which has also been wealth creators for millions of Indian Investors - are now trading near their IPO levels in terms of valuations A good strategic shift towards AI can steer them again to their deserving valuations A good investment opportunity for long term investing #Investing #TCS #Portfolio

Base Imports Prices for Gold & Silver reduced Silver base import price by $276/kg to $2092/kg Gold base import price by $80/10 gm to $1343/10gm - Positive for Precious Metals #Gold #Silver #CommodityTrading

"No European country has been attacked with Indian Weapons... So Keep that in Mind"...!!! I think Europe was not expecting that answer from Minister @DrSJaishankar 👏

US & Iran Are they eager to fight or ceasefire ?

Initiating Coverage on Telecom Bharti Airtel | Buy | CMP 1782 | TP 2,427 | Indus Towers | Acc | CMP 413 | TP 491 | Bharti Hexacom | Buy | CMP 1478 | TP 1,876 | - Elara Securities #Investing #Telecom

State Bank of India Targets: Rs 1280 Cmp: Rs 1003 Upside Potential: 28% - Axis Securities #SBI #Investing #AxisBank

India has DECLARED a proxy war on us by arming all our neighbors - Turkish Media #India #Turkey

Real estate has moved from an investment asset to a wealth preservation asset in most part of our country #Realestate #Investing

Silver is now down about 50% from its peak in 4 Months with Shanghai premiums dropping to $71.60 this evening, as the Shanghai silver premium continues to narrow from earlier 15% to now 9%. 29 Jan 2026: $121.6 09 June 2026: $64.1 #Silver #Commodity #Investing

Crude Oil is now trading on lowest levels for June #Crude #CommodityTrading

Gold & Silver - Both have formed minor reversal structures #Gold #Silver

Dollar Index First Signs of Technical Topping Off #DXY

$100000 fee imposed by Trump for H-1B applications was unlawful and cannot be implemented - US Courts Strong Positive Trigger for US & Indian IT companies #Investing #Stocks

BSE set to enter Nifty 50 as Wipro faces ouster, after recent dips in stock Passive funds tracking the Nifty 50 would need to buy roughly $639 million worth of BSE shares once the inclusion becomes effective #BSE #Investing

Indian Equity Markets have given no returns in last two years Its time to accumulate and hold your quality stocks, risk to reward now favours equity portfolios #Investing #Nifty

Target Prices for Power Companies NTPC: Rs 450 Power Grid: Rs 350 Tata Power: Rs 485 CESC: Rs 195 - Mirae Asset Sharekhan #Power #Investing #Stocks