umesh chandra
@iamuc
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Finance made easy: bite-size lessons on stocks, businesses & investing ๐ฌ๐ฐ | MBA | Value-investing nerd ๐ง | Think long-term, act smart
Joined January 2010
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โRadhakishan Damani told me that Trading is basically Momentum. Vadhare vadhare levanuโ โJust as - If a thief gets caught on road and everyone is slapping him, you can also give him 2-3 slaps. But ensure you are the 1st to run after slapping him.โ๐ - Late Rakesh Jhunjhunwala
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Maruti lost huge market share whereas Tata motors doubled and M&M tripled their market share. Hyundai too losing.
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Gold prices donโt rise unidirectionally, it has long draw downs too
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๐ Dubai's magnetic pull continues to strengthen, especially for Asian businesses! The Dubai International Chamber has reported a phenomenal H1 2025, with Asian firms constituting a significant 58% of multinational companies attracted to the emirate. This isn't just a number;
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The Panama Canal, a vital artery for global trade, has been grappling with an unprecedented drought, leading to significant disruptions that have reverberated across the world's supply chains. While recent conditions have shown some improvement, the crisis earlier in 2023 and
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BIG NEWS for India's Green Future! ๐ PeakAmp, an innovative Indian startup, has successfully secured โน12 Crore in seed funding to supercharge its EV battery circularity solutions! ๐ This is a massive step towards building a sustainable electric vehicle ecosystem in India.
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The European Union has delivered a landmark antitrust order to Apple, compelling the tech giant to significantly open up its historically closed ecosystem to rivals. ๐ช๐บ This move, rooted in the EU's Digital Markets Act (DMA), marks a pivotal moment for competition in the digital
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๐จ Breaking News: China Ignites New Front in Tech War with Dual Semiconductor Probes! ๐จ Beijing has just launched significant investigations into the U.S. semiconductor sector, a move that's sure to send ripples across global markets and further intensify the ongoing tech
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Congress demands cancellation of RBI's Nariman Point land deal, alleging Rs 1,800 crore loss.
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RBI mandates banks clear cheques within hours starting October 4.
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3๏ธโฃ **Broader Market Interconnectedness** Hong Kong's rally isn't isolated. It mirrors positive trends seen on Wall Street, where the S&P 500 and Nasdaq have also hit record highs, driven by similar AI optimism and rate cut bets. - This interconnectedness means that US monetary
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2๏ธโฃ **Fed Rate Cut Hopes Provide a Tailwind** Expectations of an imminent US Federal Reserve interest rate cut are significantly boosting global and Asian market sentiment. - Recent weaker-than-expected US labor market data, including a spike in initial jobless claims to a
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1๏ธโฃ **The AI Revolution Fuels Tech Gains** The global market's obsession with Artificial Intelligence continues to reshape investment landscapes, and Hong Kong is no exception. Companies at the forefront of AI development and integration are seeing significant capital inflows. -
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Hong Kong's Hang Seng Index just hit a **four-year high**, closing at 26,388.16 points on September 12, 2025 โ a level not seen since August 2021! ๐ฅ This impressive rally is a testament to two powerful global forces: soaring AI optimism and growing expectations of a US Federal
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Here's a deep dive into Mexico's evolving role in global value chains, as highlighted by recent analyses, including those from the IMF! ๐ฒ๐ฝ๐ The global trade landscape is shifting, and Mexico is emerging as a significant player, largely due to the ongoing re-evaluation of supply
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