India’s Silent Auto Powerhouse That Builds Your Vehicles… Before They’re Built 95% of people don’t know this company. Yet, it assembles up to 75% of entire two-wheelers for OEM's, as an outsourced system partner. Not a parts vendor. Not Tier-1. A new category: Tier-0.5

#niftysmallcap250 - Not out of the woods yet, reversal from a crucial zone!! One day of greenery in portfolio & again the small cap index forms a bearish candle, here are our observations :- * 16500-16550 remains a strong resistance zone * Advance Decline ratio very bad &

#nifty - Despite all the negatives & INR depreciation a closing above 26k would be considered good. The good part is the gap fill of Friday is also done so once we close ABV 26200 now a big short covering move can happen. A decent consolidation has happened & a trending move is

Key Thing to Watch in Ueda’s Language Markets will dissect: Whether BOJ is “gradual and patient” V/S Willing to keep tightening if wages & inflation persist Any hint of a higher terminal rate = carry trade stress. Bottom Line on Yen

Who Feels It First? EM Markets: FX depreciation Capital outflows Bond yield spikes US & Global Equities: Pressure on high-beta, leveraged trades Volatility picks up (VIX up) Global Bonds: Japanese investors may repatriate capital Upward pressure on global

Why Markets Are Sensitive Now Crowded positioning JPY-funded trades remain large across: EM FX & bonds US credit Global equities Thin risk buffers Global yields are already elevated → less cushion for FX losses. Volatility asymmetry: Carry trades work in calm

Yen Carry Trade: Why BOJ = Global Risk Lever For decades, Japan’s near-zero rates turned the yen into the world’s funding currency. Classic carry trade: Borrow in JPY at ultra-low cost Invest in higher-yielding assets abroad (US Treasuries, EM debt, equities, credit, FX) This

#silver - Another different perspective. Despite a strong up move & a 2x move in 2025 the ratio chart of Silver vs S&P 500 hasn't given a breakout of last 17 years. 0.0099 is the level I will be watching out closely, if that is crossed this month on closing then :- * Either

Airfloa Rail Technology – A Smallcap riding India’s rail + defence megacycle • 25+ years old, listed Sep 2025 • Supplies Vande Bharat, metros, RRTS & exports • Revenue FY25: ~₹192 Cr • FY26 guidance: ~₹300 Cr • Building a second growth engine in defence

Listed Stocks That Can Benefit 📈🔥 Not recommendations, theme-based watchlist: 🏗️ EPC / Infra • L&T • Kalpataru • HCC • PowerMech Projects ⚙️ Heavy Engineering • Bharat Forge • BHEL • Walchandnagar • L&T Heavy Engg 🔧 Components / Automation • ABB India • Siemens

Economic Impact: Multi-Decade Growth Engine 💹🏗️ The path to 100 GW means: ▪ Massive manufacturing clusters ▪ Thousands of high-skill jobs ▪ Global export ecosystems ▪ Long-term infra visibility Nuclear becomes India’s next “Mega Sector” alongside semiconductors, defense &

Govt Benefits & Strategic Intent 🎯🇮🇳 The Bill aligns with India’s strategic goals: ▪ Energy security ▪ Lower import dependence ▪ Green baseload for net-zero goals ▪ Technology leadership ▪ Export-ready nuclear manufacturing This is not just an energy reform it’s an

Foreign Investment Angle: A Door Opens 🌍🤝 India’s updated liability norms and licensing clarity allow global OEMs to participate safely. Expect: ▪ Technology transfer ▪ JV SMRs ▪ Component manufacturing ▪ Co-owned reactors (Indian majority) India becomes a credible global

O&M, Digital & Lifecycle Services: Recurring Revenue Engine 🤖🛡️ Once plants go live, decades-long service streams begin: ▪ Predictive maintenance ▪ Robotics & inspections ▪ Digital twins ▪ OT cybersecurity ▪ Waste logistics & decommissioning High-stickiness, high-margin

Fuel, Mining & Fuel-Cycle — Strategic, Long-Term ⛏️🔬 The Bill opens: ▪ Exploration of atomic minerals ▪ Fuel fabrication ▪ Processing & logistics This creates secure, long-term contracts—critical for energy independence. Private miners + chemical players gain controlled

SMRs: India’s Breakout Nuclear Opportunity ⚛️📦 Small Modular Reactors are the gateway for private nuclear. Why they matter: ✨Lower cost ✨Factory-built ✨Faster to deploy ✨Ideal for PPPs, industrial clusters Govt’s ₹20,000 crore SMR push + technology partnerships will

Heavy Engineering: High-Margin, High-Moat ⚙️🔥 Nuclear-grade equipment is specialized, certified & scarce globally. Key demand items: ▪ Reactor pressure vessels ▪ Steam generators ▪ Forgings & alloys ▪ Coolant pumps ▪ Instrumentation & control Indian defense/aero shops can

EPC & Large Infra: The First Major Winners 🏗️📡 Private EPC players finally gain access to nuclear civil works. Opportunities: ▪ SMR sites ▪ Large reactor foundations ▪ Cooling systems ▪ Transmission evacuation Multi-year execution visibility + higher-quality orderbooks =

New Opportunities Across the Nuclear Value Chain 💼⚛️ This reform opens a multi-lakh-crore opportunity: • Reactors & SMRs • EPC & civil works • Forgings, alloys & equipment • Atomic mineral mining • Fuel fabrication • O&M, digital twins, robotics India’s most strategic

What the Bill Actually Changes 🏛️⚙️ The Bill amends the Atomic Energy Act (1962) & CLND Act (2010). 🔹Private firms can be licensed for reactors & fuel-cycle 🔹Liability norms clearer → bankable projects 🔹Tightened safety + independent tribunal India moves from “state

📢 India’s Atomic Energy Bill 2025 — The Nuclear Opening That Changes Everything ⚛️🚀 Big Reform, Big Moment⚡ India has approved the Atomic Energy (SHANTI) Bill 2025, ending a 65year PSU only regime in nuclear energy. Private companies can now build, own & operate reactors.