Knowledge Has the Power to Change Your Destiny

Joined July 2019
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How much does war really cost? These are the most expensive U.S. wars in today’s dollars.
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Avnish Jain retweeted
May 10
वैश्विक संकट के बीच पीएम की लोगों से अपील... 'एक साल तक सोने की खरीद न करें लोग, विदेशी मुद्रा बचाने पर जोर देना होगा. हमें तेल बचाने पर भी जोर देना होगा, Petrol-Diesel का संयम से इस्तेमाल करें लोग'- हैदराबाद की रैली में बोले PM नरेंद्र मोदी #NarendraModi #PMModi | @rajeev_dh
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IMPORTANT EVENT TONIGHT; HORMUZ BLOCKADE FROM U.S AT 7;30 PM INDIAN TIME... REACTION FROM IRAN ALSO TOMORROW INDIAN MARKET CLOSED ON AMBEDKAR JAYANTI
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20-year Japanese government bond yield increases to 3.380% in trading
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CENTCOM announces the United States will begin to blockade all exports from Iranian ports starting Monday, April 13th, 10:00am
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NIBE CFO Jigar Shah resigned effective April 11, 2026 due to health issues.
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Delhi’s Draft EV Policy 100% road tax waiver and extra scrapping incentives will lead to massive savings for electric vehicles
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U.S.-Iran talks in Islamabad are delayed; delegations have just met with Pakistan’s PM separately before negotiations.
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Iran has been unable to fully open the Strait of Hormuz because it 'cannot locate all of the mines it laid in the waterway' and currently 'lacks the capability to remove them', according to New York Times report.
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TATA CHEMICALS, TATA STOCKS, SP GROUP ; Shapoorji Pallonji Says Listing Of Tata Sons Is Fundamentally In The Public Interest Tata Sons Listing In Public Interest No Evidence Explains How A Public Listing Will Materially Damage Interests Of The Trusts
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This is the time for building long term portfolio. Since small cap stocks are down 50-60% from top, so almost all stocks are giving 5-6-7-8% type of upmove. It becomes very difficult to differentiate between average stocks and good stocks at such times. But we don't have to distract ourselves. We have to invest only in those stocks which are fundamentally great and can be hold for 2-3 years. It's easy to get distracted, feel bad why you did not buy a particular stock. But DON'T. Please don't.
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ISRO will announce the launch date of the first uncrewed Gaganyaan mission (G1) this week.
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DATAMATICS Says One More Quarter Needed To Analyse Growth Guidance Underwriter Makes The Final Judgement Turnaround Time Cut By 70% On AI Adoption Business As Usual; No Impact Seen From US
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Keep buying good stocks in good dips. Small cap index is showing strength. Valuations may have reached to good levels. Trump has categorically denied any possibility of nuclear weapons.
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US software stocks fall as Anthropic's new AI model revives disruption fears
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Indian trade delegation to visit Washington later this month, Sergio Gor, US Ambassador to India, comments after meeting USTR Jamieson Greer.
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PM KUSUM SCHEME: STRONG TAILWIND FOR SOLAR PUMP PLAYERS Key Beneficiaries: CAPTAIN POLYPLAST: Emerging player building presence in solar pump agri solutions ecosystem SHAKTI PUMPS: Market leader with strong execution and consistent wins in PM-KUSUM tenders India’s push towards renewable agriculture is unlocking a massive opportunity through the PM-KUSUM scheme. Scheme to reduce diesel dependency and promote solar irrigation Subsidy structure makes adoption highly affordable: Central Govt: ~30% State Govt: ~30% Farmer contribution: ~10% (balance via loans) Execution model ensures smooth flow: Farmer applies → Nodal agency tender → Company installs → Payment released post verification Direct economic benefit to farmers: ₹50,000–₹60,000 annual savings (vs diesel pumps) Massive future opportunity: Target: 49 lakh installations by 2026 Estimated market size: ~$29.5B
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Three companies make 75% of the world’s large gas turbines: GE Vernova, Siemens Energy, and Mitsubishi Power. All three have backlogs stretching to 2029 or 2030, and wait times have gone from two or three years to five or seven. Bloomberg estimates more than $400 billion in planned gas plants could be delayed or cancelled because there aren’t enough turbines being made.- Bloomberg. com
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2 events have completely changed the trajectory of some industries in last 1 year: 1. Tariffs 2. War 1 one year ago some industries/ sectors were considered HOT for next bull runs, but are NOT now. While some new industries emerged. We have to keep changing with times. We have to keep adapting fast. This is not 2000 or 1990. This is 2026. Moats are changing fast. There are not permanent moats now. " Destruction of Moats" Is much more normal now than ever before. In such changing situations, don't let your past opinions come into the way of change. If time demands that you need to change your views, then change them. As Bruce Lee would say, "Be water my friend."
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ISRAEL WAS UNHAPPY ABOUT THE ANNOUNCEMENT AND WASN’T CONSULTED ON THE TERMS OF THE DEAL - WSJ
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Cabinet Approves HPCL Rajasthan Refinery for Rs 79,459 crore Jaipur Metro: Phase 2 for Rs 13,038 crore Kamala Hydro Electric Project (1,720 MW) for Rs 26,070 crore Kalai-ll Hydro Electric Project (1,200 MW) for Rs 14,106 crore Decisions worth Rs 1.74 lakh crore approved
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