Calendar year 2025 was saw skewed returns which have rarely happened post 2008. The difference in returns of the large cap vs small caps has been almost 28%. The figure is around 15% in the last 18 months. This has been the skew in terms of outperformance. This has happened 3

#AlphaManager | Aniruddha Naha Of PGIM India Asset Management To @CNBCTV18News - Continue to be positive on the QSR segment - Expect 2026 to be a good year for QSR segment - Expect pharma to perform well this year from a defensive position Watch Here:

📉 Your mid- and small-cap stock portfolios might have crashed hard in December. What's the problem? Let's take a look 👇 #EditorsPicks @nalinmehta | @nahaani

Had a great time speaking with @financewsharan across asset class. https://t.co/CVBOaE8iSI #investing ##wealthcreation #nahaanisays

While #Gold spot prices are up move than 50% in 1 year and household wealth has a positive effect, it is a clear reflection of the debasement of paper #currency. #Commodities slowly becoming the true currency #nahaanisays

Selling of Japanese bonds att he highest level since 1998. Low demand and yields have moved higher

"Foundations of Machine Learning" A MUST while starting AI/ML. Absolutely Beginner friendly. To get: - 1. Follow (So I can DM you ) 2. Like & retweet 3. Reply " Send "

While there is no precise data on how much bitcoin is owned by Indians, the number is around 1million or around 5% of overall bitcoin, largely held by retail. The fall will definitely hurt individuals hoping for a recovery. Its down 33% and time will hopefully settle it at its

In Private Credit land, loans marked at 100 one day can be “revalued” at ZERO a few weeks later after the borrower declares bankruptcy. Case in point: Renovo Home Partners. Remember: there is never just one cockroach.

The Indian investment industry is located in #Mumbai. Unfortunately, the high level of pollution, visibility is an issue once in a while, just like in #Equity markets. But if you remove the #Eyewear, and wipe it clean, you suddenly see with clarity. The whole QSR space is

Given the stories, the pitches one hears about Indian businesses and the lofty valuations, dont lose sight of the #cashflows.

What happens to #Eyewear companies??

Equity markets ⬆️ Crypto markets ⬆️ Credit spreads ⬇️ ( completely squeezed) Liquidity ⬆️ Gold ⬆️ Silver ⬆️ Copper ⬆️ Inflation ⬇️ Best of the financial markets already presents itself. Now what?? #nahaanisays

At the peak of the bull market, sectors and companies see an expansion in PE, based on future stories. In the depth of bear markets, investors ignore companies even when they are delivering earnings growth. The market invariably swings from one end to the other. #nahaani

An exciting milestone for AI in science: Our C2S-Scale 27B foundation model, built with @Yale and based on Gemma, generated a novel hypothesis about cancer cellular behavior, which scientists experimentally validated in living cells.  With more preclinical and clinical tests,

The mineral supply chain. #RareEarths #nahaanisays

This is the only story I will keenly listen to. Check out the Japanese Banking stocks. What gives! #Gold #Silver

The value chain of #Semiconductor #chips.

Deeply stagflationary. The latest ISM Services report was a clear display of the Fed’s predicament. The prices paid component is now pushing toward the 70 handle, while employment has dropped well below 50. And remember, this reflects services, not goods. On the goods side —

With #silver nearing $50, interesting to see the segments which get impacted by silver price move. 1. #Solar / #photovoltaic (PV) manufacturers — silver is used in PV cell contacts; solar is one of the fastest-growing silver consumers. Rising silver raises per-panel input cost