Summary Points: Jio Financial Services’ stock jumped 5.61% today. Jio Finance launched digital loans against shares. Loans up to Rs.1 crore disbursed in 10 minutes. It’s faster than competitors like Bajaj Finserv. Reliance’s tech edge drives this bold move. Market sees growth potential in this service. Aims at investors needing cash without selling shares. Introduction…
Summary Points: Fiem Industries shines in two-wheeler lighting. Moneycontrol rates it “Overweight” for long-term. My Stock Engine gives it an Overall score of 63.25%. Growth and moat are Fiem’s strengths. Price looks overvalued, profitability needs work. Both analyses offer valuable investment insights. Jump here to see the comparison Introduction I’ve poured my heart and soul…
Summary Points: Trump’s tariffs started with China, Canada, Mexico in January. April 2nd brought massive reciprocal tariffs globally. Markets crashed, like a -12% S&P 500 drop (in 30 days). China and others hit back with their own tariffs. Even Americans are upset over rising costs, layoffs. Did Trump expect this chaos or misjudge it? Maybe…
Summary Points: Let’s understand how re-baselining is shaking up big IT deals as clients demand cheaper, AI-driven solutions. Self-cannibalisation is another twist. Our companies are building new tech that’s eating into their old business. The global economy, especially U.S. tariffs, is making things more complicated. It ispushing our IT companies to rethink their business strategies….
Summary Points: I got an email from a reader wondering why the U.S. dollar stays dominant (Jump here for the reason). The USD’s reserve status and U.S. Treasuries keep its demand high. A strong dollar also lets the U.S. survive even with big deficits and high debts (for now). Low inflation and low rates help,…
Summary Points: I’ll explain how rich people focus on cash flow and net profit to grow their business, like my example of an ice-cream store. Check this mind-map You’ll see an example where how profits was split as 25% for business growth, 25% for family, and 50% for investing. I’ll share how they use direct…
Summary Points: Indian IT stocks like TCS and Infosys crashed hard after Trump’s Reciprocal Tariff announcement on April 2, 2025. These stocks were already down 15-31% in the last 3 months due to a global slowdown and a weak rupee. The tariff could hurt profits since 60-70% of their revenue comes from the U.S. Long-term…
Summary Points: Jio Financial is backed by Reliance Industries. It is diving into finance with a massive 400M+ customer base from Jio telecom and Reliance Retail. The BlackRock JV, with SEBI’s nod for mutual funds, adds global muscle to Jio Finance’s ambitions. They’re targeting loans, insurance, wealth management, and mutual funds with a digital-first approach….
Summary Points: I explain why countries like India (52%) and China (67%) charge high tariffs on U.S. goods. I break down the U.S.’s “discounted reciprocal tariffs,” like 26% for India, and why they’re not matching fully. I talk about how trade agreements and politics, like India’s GSP removal, play a big role in these tariffs….
Summary Points: EVs like Tata Nexon EV are popping up across India, but their insurance is pricey. The battery of EVs are about 60% of thei cost whose life starts to fade away after 8 years. Repairs are in EVs are also expensive. Replacing the batter after damage can cost a lot. Spare parts and…
Summary Points: India’s manufacturing PMI jumped to 58.1. It the highest in the last eight months. Sign of a strong growth. New orders and production grew at the fastest pace since July 2024. The growth was driven by domestic demand. Export growth is a bit slower. Finished goods stocks dropped at the quickest rate in…
Summary Points: A reader asked if Embassy REIT is worth holding for 7-10 years. Its price grew just 1.3% last year, but it offers a 6% dividend yield. REITs like Embassy prioritize dividends over big price gains. High occupancy and leasing to global firms show its strength. I’d hold it for steady income and India’s…
