Thursday, 7 August 2025

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

ट्रंप के ट्रेड वॉर के पीछे की असली कहानी

दुनिया में अमेरिका की घटती हिस्सेदारी और असर

कभी अमेरिका के पास वैश्विक अर्थव्यवस्था (PPP के आधार पर) का लगभग 25% हिस्सा था।

2025 में यह घटकर सिर्फ़ 15% रह गया है।

यह सिर्फ़ एक आँकड़ा नहीं है।
यह एक मनोवैज्ञानिक भूकंप है।

कभी जो देश आत्मविश्वास से भरा मुक्त व्यापार का वास्तुकार था,
वहीं आज अपनी आर्थिक सीमाओं की रक्षा करने वाला असुरक्षित रक्षक बन गया है।

- यही अमेरिका था जिसने GATT और WTO बनाए।
- यही अमेरिका था जो कहता था: “टैरिफ़ खराब हैं, बाज़ार को तय करने दो।”
- यही अमेरिका था जो दूसरों को कोटा और सब्सिडी पर पाठ पढ़ाता था।

और अब ?

वही अमेरिका:
- उन्हीं व्यापार समझौतों को तोड़ रहा है जिन्हें उसने बनाया था।
- दोस्तों और दुश्मनों पर एक समान टैरिफ़ लगा रहा है।
- उन्हीं घाटों के लिए दूसरों को दोषी ठहरा रहा है जिन्हें वह कभी महत्वहीन बताता था।

यू-टर्न क्यों आया ?

क्योंकि जब ताक़त घटती है, विश्वास भी बदल जाता है।

द्वितीय विश्वयुद्ध के बाद का अमेरिका आत्मविश्वासी था।
वह वैश्विक प्रतिस्पर्धा का स्वागत करता था, क्योंकि वह हमेशा जीतता था।

लेकिन आज का अमेरिका अलग है:
- वह उभरती हुई चीन को देखता है, मजबूत होती भारत को देखता है, बहुध्रुवीय विकास को देखता है।
- और वह अपने को असुरक्षित महसूस करता है।
- यही असुरक्षा दोषारोपण को जन्म देती है।

यहीं आते हैं ट्रंप।

ट्रंप कारण नहीं हैं।
वे एक लक्षण हैं।
(ख़ुद उन्होंने कहा कि “अमेरिका अब महान नहीं रहा।”)
Make America Great Again

उन्होंने वह कहने की हिम्मत दिखाई जो अमेरिका स्वीकार नहीं करना चाहता था:

“हम अब नंबर वन नहीं हैं, और इसकी गलती किसी और की है।”

इसीलिए:
- वे टैरिफ़ लगाना चाहते हैं।
- वे WTO को अप्रासंगिक बताते हैं।
- वे NATO, वैश्विक गठबंधनों, यहाँ तक कि डॉलर की सर्वोच्चता पर भी सवाल उठाते हैं।

यह सिर्फ़ ट्रंप की बात नहीं है।
यह अमेरिका की पहचान के संकट की कहानी है।

आर्थिक दबदबे में गिरावट ने गहरे मनोवैज्ञानिक बदलाव को जन्म दिया है:

आत्मविश्वास से नियंत्रण तक।
नेतृत्व से संरक्षणवाद तक।
वैश्वाद से कबीलावाद तक।

जब महाशक्तियाँ सिकुड़ती हैं, वे चुपचाप नहीं जातीं।
वे तिलमिलाती हैं।
नियम बदल देती हैं।
दुनिया को उसी खेल के लिए दोष देती हैं, जिसे उन्होंने कभी सिखाया था।

अंकड़ों को ध्यान से देखिए।
वे नेताओं से भी ज़्यादा सच्चाई बोलते हैं।

Watch the numbers.

इस चार्ट को देखिए जो साथ में लगा है।

They speak louder than the politicians.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Wednesday, 6 August 2025

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

RBI Monetary Policy Snapshot 06-08-2025

1) RBI keeps repo rate unchanged at 5.5%.
2) Standing Deposit Facility (SDF) Rate and Marginal Standing Facility (MSF) Rate has also been unchanged at 5.75% and 6.25% respectively.
3) CPI inflation projections revised downwards from 3.7% to 3.1% for FY26.
4) Real GDP growth projections remain unchanged at 6.5% for FY26.
5) The MPC has decided to remain focused on a 'Neutral' stance.

Impact on Market - Neutral
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

*News Headlines from Business News Agencies:*

*Business Standard*

 India Composite PMI 15-mth high at 61.1; manufacturing rises, services hold

 Deloitte projects India's FY26 growth at 6.4-6.7%, flags global risks

 Essar names Amit Bajaj as global head of corporate affairs, policy

 Alembic Pharma Q1 net profit rises 14% to ₹154 crore, revenue up 10%

 IAMAI appoints Dream11's Bhavit Sheth to head digital gaming panel

 Adani Ports Q1 results: Profit rises 6.5% to ₹3,314 crore; revenue up 31%

 GameRamp raises $5.4 mn pre-seed round to scale AI and launch tools

 KICL forays into value footwear market with Zodiz and Jeetlo acquisition

 From fake arrests to KYC fraud: SBI flags top 10 scams targeting Indians

 India set to become world's 4th largest office mkt, nearing 1 billion sq ft

 Basmati players cautious post trade deal with UK, shrimp exporters upbeat

 Leadership, talent strategy to drive Tech Mahindra's global ambition: CEO

*Economic Times*

 Jio Financial Services set to become premier financial services enterprise by embracing technology

 Emami aims to build future-ready FMCG business across personal care and healthcare

 Tata AutoComp, Ichikoh to form JV to acquire Valeo's lighting biz in India

 Tesla leases 33,000 sq ft in Gurgaon for second showroom in India

 Anant Raj Ltd targets Rs 1,200 crore revenue from data center and cloud services business by FY27

 Zostel appoints Aviral Gupta as CEO, cofounder Chouhan becomes Chairman

 India’s top state green energy firm mulls first local bond sale

 Abu Dhabi's MGX could raise up to $25 billion for AI fund: Report

 Banks sanction Rs 4,930 cr to 34,697 borrowers under Mudra Tarun Plus as of June 2025

 Titan Capital and iDEX sign MoU to boost investment in iDEX

 Bosch acquires majority stake in JCHAI, becomes major player in India’s AC market

*Mint*

 India-UK trade deal: India eyes three-fold surge in seafood exports

 NaBFID set to launch credit enhancement facility next month to boost infra bonds

 EU hits pause on retaliatory tariffs on US goods after Trump trade deal

 UK FCA Fines Woodford £46 Million After His Fund Collapsed

 Keystone Realtors Q1 profit down 44 pc to ₹14.51 cr on lower income

 Berger Paints Q1 profit down 11 pc to ₹315 cr

 No proposal to enhance financial support under PM-KISAN: Agriculture minister

 Oil steadies as OPEC output hikes counter Russia disruption concerns

 Alibaba to Shut Costco-Like China Stores After Rivalry Heats Up

 Indias corporate earnings growth stays weak, banks and IT firms disappoint

 Kisan credit card accounts in state lenders decline marginally in FY25
 
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

Implication for next moves
• Near‑term (next 1–2 MPC meetings): RBI will likely hold rates and keep doing liquidity absorption.
• Only if:
• Surplus liquidity shrinks toward neutral
• Inflation stays comfortably below 4% for several months
• Growth risks intensify significantly
…then RBI could cut another 25 bps in late FY26.
• But the bar for further cuts is now higher than it would be in a tight liquidity environment.

⸻

In short:
Excess liquidity acts like an invisible rate cut. If RBI adds another real rate cut on top of that, the economy could move into an over‑stimulated zone, risking inflation and asset bubbles. That’s why RBI will focus on liquidity absorption first, rate cuts later.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Tuesday, 5 August 2025

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

05/08/2025
BSE:-308(80710)
NSE:-73(24649)
MID:-61(45596)
SML:-140(52831)
FII|FPI:-2383Cr
DII:+2788Cr
B.Crude: 67
Gold$:3360=INR: 100979
Silver: 112714
$/Rs: 87.80
7.10 : 2034 G-Sec: 6.43
NSE 100 PE: 21.77
Dollar Index : 99.03
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Friday, 1 August 2025

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

India Daybook Stocks in News


*PNC Infra:* Company gets 2956 Cr Order for mining services from SECL. (Positive)

*Kinetic Engineering:* Company Reignites India’s EV Market with the All-Electric Revival of Iconic DX Scooter; Eyes Scalable EV Expansion Backed by Rs 249 Cr Commitment. (Positive)

*TVS Srichakra:* Eurogrip Tyres Expands Reach, Opens 4th Exclusive Branded Store in Chennai. (Positive)

*Indian Phosphate:* Company Begins Operations at Cuddalore Facility. (Positive)

*Omaxe Ltd:* Company Group Receives Rs 500 Crore Investment from Oaktree for Large Projects to Boost Growth and Execution. (Positive)

*Punjab Chemicals:* Company announced signing 3 MOUs with overseas customers for high-value agrochemical products & intermediates. (Positive)

*Cosmo First:* Company's pet care division, Zigly, has acquired Santa Animal Healthcare in Bengaluru (Positive)

*Greenlam Industries:* Company received an extended special package of incentives from the Andhra Pradesh Government to set up an existing particle board project. (Positive)

*HG Infra:* Company acquired Angul Sundargarh Transmission, this will further enhance organic and inorganic growth opportunities for the company. (Positive)

*Oil & Natural Gas Corp:* Company has signed an agreement with BP Exploration and RIL for an offshore block located in the Saurashtra Basin (Positive)

*Solarium Green Energy:* Company received two orders worth Rs 26.6 crore from NTPC Vidyut Vyapar Nigam. (Positive)

*Marksans Pharma:* Unifi Capital bought 72.41 lakh shares at Rs 232 per share. (Positive)

*UPL:* BofA Securities Europe SA bought 5.54 lakh shares at Rs 538 per share. (Positive)

*NACL:* Net Profit 13 cr vs loss 20.8 cr, Revenue 448 cr vs 325 cr. (YoY) (Positive)

*Railtel Corporation:* Net Profit 66.10 cr vs 48.67 cr, Revenue 743.81 cr vs 558.11 cr. (YoY) (Positive)

*Gravita India Limited:* Net Profit 93.06 cr vs 68.00 cr, Revenue 1039.94 cr vs 907.86 cr. (YoY) (Positive)

*Paradeep Phosphates Limited:* Net Profit 255.85 cr vs 5.38 cr, Revenue 3754.06 cr vs 2377.43 cr. (YoY) (Positive)

*NTPC Green Energy:* Net Profit 220.48 cr vs 138.61 cr, Revenue 680.21 cr vs 578.45 cr. (YoY) (Positive)

*Waaree Energies Ltd:* Net Profit 745.20 cr vs 394.15 cr, Revenue 4425.83 cr vs 3408.90 cr. (YoY) (Positive)

*IFB Agro Industries Ltd:* Net Profit 17.18 cr vs 8.34 cr, Revenue 415.13 cr vs 379.96 cr. (YoY) (Positive)

*Arvind Fashion:* Net Profit 12.6 cr vs 1.3 cr, Revenue 1107 cr vs 955 cr. (YoY) (Positive)

*Bajaj Health:* Net Profit Rs 11.8 cr vs Rs 7.1 cr, Revenue at Rs 148 cr vs Rs 132 cr. (YoY) (Positive)

*KEC:* Net Profit 125 cr vs 87.6 cr, Revenue 5023 cr vs 4512 cr. (YoY) (Positive)

*Go Digit:* Net Profit 138 cr vs 101 cr, Revenue 1865 cr vs 1824 cr. (YoY) (Positive)

*Archean Chem:* Net Profit 40.2 cr vs 44.9 cr, Revenue 292 cr vs 213 cr. (YoY) (Neutral)

*Ratnaveer Precision:* Net Profit 14.95 cr vs 12.51 cr, Revenue 264.62 cr vs 204.22 cr. (YoY) (Neutral)

*Torrent Pharmaceuticals Ltd:* Net Profit 548 cr vs 457 cr, Revenue 3178 cr vs 2859 cr. (YoY) (Neutral)

*20 Microns Limited:* Net Profit 16.86 cr vs 17.90 cr, Revenue 247.16 cr vs 230.55 cr. (YoY) (Neutral)

*Thangamayil Jewellery Ltd:* Net Profit 45.71 cr vs 56.56 cr, Revenue 1557.86 cr vs 1222.07 cr. (YoY) (Neutral)

*Astec LifeSciences Limited:* Net loss 33.03 cr vs 39.72 cr, Revenue 91.08 cr vs 69.37 cr. (YoY) (Neutral)

*Flair Writing Industries Limited:* Net Profit 28.64 cr vs 26.49 cr, Revenue 288.54 cr vs 247.14 cr. (Neutral)

*Adani Total Gas Ltd:* Net Profit 165.24 cr vs 171.84 cr, Revenue 1498.32 cr vs 1239.06 cr. (YoY) (Neutral)

*Indusind Bank:* Net Profit 604 cr vs 2170 cr, NII at 4640 cr vs 5410 cr. (YoY) (Neutral)

*Eco Recycling Ltd:* Net Profit 7.80 cr vs 7.99 cr, Revenue 9.24 cr vs 11.40 cr. (YoY) (Neutral)

*Macfos Ltd:* Net Profit 5.04 cr vs 4.01 cr, Revenue 59.27 cr vs 56.82 cr. (YoY) (Neutral)

*Quess:* Net Profit 51.0 cr vs 49.0 cr, Revenue 3651 cr vs 3587 cr. (YoY) (Neutral)

*Sanghi Industries Ltd:* Net loss 75.40 cr vs 88.82 cr, Revenue 245.38 cr vs 222.99 cr. (YoY)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Tuesday, 29 July 2025

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

*News Headlines from Business News Agencies :*

*Business Standard :*

India's industrial production grows 1.5% in June, driven by manufacturing

L&T Technology Services bags $60 mn multi-year agreement from a US client

Raising FDI in insurance aims to unlock sector's full potential: FM

Kharif sowing in Rajasthan on track to meet agriculture dept's target

Union Bank of India puts 10 Future Group brands on block to recover dues

India's 3rd largest airport operator eyes Oct close for over $500 mn bond

SAIL-Bhilai URM achieves milestone of 5 mt of prime rail production

LIC inks $1 billion in bond derivatives as hedging gains traction

MakeMyTrip adds UK's largest hotel chain to strengthen hotel portfolio

India likely to forego ₹4,060 crore in first year of UK trade pact: GTRI

Airtel's Nxtra raises renewable energy sourcing deal with Ampin to 200 MW


*Economic Times :*

Starlink can give only 20 lakh connections pan-India: MoS Telecom

Wipro to set up Rs 500 crore facility in Karnataka for printed circuit board materials

UltraTech lines up Rs 10,000 cr capex for FY26 to bolster capacity

NCLT replaces RP in Anil Ambani personal guarantee case

India Inc's Q1 revenue growth estimated at 4-6 pc: Crisil Intelligence

PCBL Chemical incorporates US subsidiary to expand its North America footprint

Focus on agri, retail loans drives J&K Bank's profit growth, says MD Amitava Chatterjee

Diamond Power and Infra gets Rs 1,349 cr order from Adani Group company

Singapore Airlines' first-quarter profit falls as Air India losses weigh

Jagatjit Industries eyes Rs 550 crore annual revenue from new grain-based ethanol plant in Punjab

Indian refiners look more widely for oil after EU’s Russia curbs


*Mint :*

Govt seeks auto industry data to figure out poor response to vehicle scrapping

Lenskart IPO: SoftBank-backed company plans to file DRHP for $1 billion IPO

Intel to cut 15% of its workforce amid a $2.9b Q2 loss

ICICI Prudential Mutual Fund raises stake in IEX to 5.22%

Personal loan volume spikes, year-on-year growth drops in FY 2025: Report

Indias investment activity declined in Q2 CY, pvt equity investment down by 26% in value: PwC Report

Genworth Expects to Collect $750 Million on UK PPI Court Ruling

Premier Energies profit grows 55 pc to ₹308 cr in Apr-Jun

Blackstone-backed Knowledge Realty Trust's ₹4,800-cr IPO to open on 5 August

Bhel looks to tap India’s payments powerhouse to charge up govt’s EV drive

Heineken Beer Sales Fall as Price Dispute Took Longer to Fix
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

🇮🇳AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

GIFT NIFTY +10 (22785) from last trade 22775 Nikkei +567 pts , Hangseng -7 pts , Dow +97.53 pts ,Nsdq +72.04 pts, S&P +21.38 pts, Boves...