Some thoughts on what is needed for global markets to stabilize. Views welcome. US market have sold off in a unhinged way ! (over 10% in last 2 days) Why ? Because the tariffs imposed were unhinged ! Instead of reciprocal (I do to you what you do to me) they were calculated in a arbitrary manner - based on the total trade imbalance with each country ! And that makes the Trump administration look unhinged. These moves suggest that they want to wipe off deficits meaningfully.. not just tariffs but more structural & non-trade barriers as well.. but eliminating deeply in-built non tariff barriers will take years or may never happen.. so this is just not credible ! basically it has become a credibility issue ! For global markets to stabilize - we need to see credible off ramps for countries with respect to these tariffs. Basically a message or path forward from Trump or his team - which tells other countries - 'you do this & this and we will bring these tariffs lower' So all the market may actually need to stabilize may be a headline away ! And I hope it is sooner rather than later ! #stockmarketcrash# #TrumpTariffs# #Trump# #Nifty# #BankNifty#

"In a low-growth, high-debt global economy, higher tariffs risk weakening investment and trade flows - adding uncertainty to an already fragile context. This could erode confidence, slow investment, & threaten development gains, particularly in the most vulnerable economies."

IT / Textile /Auto / Real Estate /Consumer/small Pvt banks , Nbfc’s / commodity / Cyclical companies will underperform 1000’s of penny stocks peaked out Market getting narrower Only a select 200 cos can massively outperform in this bear / consolidation phase Select T & D power / Defence cos shall have mega growth

Despite #Trump’s# #tariffs#, the US, as the world’s 2nd largest car market, is a key one for most of automakers. It is an essential market for Subaru, Honda, Mazda, Nissan, Hyundai-Kia, JLR, Stellantis, and Toyota. It is less so for the Germans, focused on China Europe https://t.co/6EgY0OSoTM

Forget US tariffs Focus on defence cos allied with Europe Force Motors Axiscades Marine Electricals RELINFRA Azad Engineering Dredging corporation huge growth ahead Irrespective of what is happening around India is now in a safer zone than rest of world

The last piece of biodiverse urban forest cover, habitat for several protected species in Hyderabad, Telangana getting destroyed, 30+ students arrested. Since last night Bulldozers are on Action. And Hypocrisy of the Congress Party! Where are those sane voices? @RahulGandhi??? https://t.co/1aQCmnFCzV

For all the fish lovers out there, make sure to try the Trout fish at Log Inn Café if you ever visit Pahalgam, Kashmir. It’s hands down one of the best you’ll have, especially the Trout Meuniere. The vibe is equally amazing with the cool temperature making it a perfect experience. Tbh, it’s way better than the overhyped Café Wilo, which is honestly not worth it at all. 🔥🫶🏻

The money from standup comedy is bad. Comedians make little money from these shows (unless they’re very famous). The Habitat generates employment for hundreds of these struggling comedians, editors, producers, and waitstaff. Vandalising it is just evil. My take on @BDUTT show. https://t.co/uYuBqD7HU6

Europe’s massive defence expansion & fiscal expansion is a key trend next 5 years. India will be a market for them & key strategic partner They can’t rely on China for defence Indian cos with JV & capabilities will outperform Axiscades Spanish ceo / focus on defence Relinfra ( Dassault & Thales ) Azad Engineering Force Motors (MTU JV. Tie with BMW & Merc ) Marine Electricals Moat in defence is unique unlike in renewables or other manufacturing

Europe’s massive defence expansion & fiscal expansion is a key trend next 5 years. India will be a market for them & key strategic partner They can’t rely on China for defence Indian cos with JV & capabilities will outperform Axiscades Spanish ceo / focus on defence Relinfra ( Dassault & Thales ) Azad Engineering Force Motors (MTU JV. Tie with BMW & Merc ) Marine Electricals Moat in defence is unique unlike in renewables or other manufacturing

Reliance Infrastructure's JVs with Dassault Aviation and Thales are legit, as confirmed by their official site. They’re into advanced defense tech like aerostructures and radar systems, not just small guns and night vision. The 2022 annual report does mention these capabilities on page 36. EU’s €800B defense spending could be a big tailwind. Do your own research—don’t just take my word for it!

Reliance infra has 2 operational JV with 2 European defence company they also have other capabilities in small guns & night vision camera. Relinfra is one the most highly undervalued and under owned defence company. Source :- 2022 annual report page no 36. https://t.co/uJDQQMy34f