Vihari

The Russian chair of Security Council 
 

Not sure what you guys are fighting here and tearing underwares!
Elon Vs Trump is perfect example free democracy. Trump wants to increase debt. Elon wants cut down. This is republic pary. full throttle democracy going on. 
if it your pork filled democrats then they would have silenced Elon using with DOJ lawsuits. 

Nope. India needs to incline towards US at any cost. india says made defense deal with US but only on paper. in reality, it will be very less amount in payments. India suppose to stay neutral like Switzerland in all issues. but it always goes for Russia in all international platform.

vishnu gadu manoj gaadini movies teeyaneeyakunda addam paddadu until manoj met mounika. once he met mounika, his life tourned around.
he is now doing movies. i think he is focussed on characters in movies in upcoming movies. 
he started characters based toy company in 2024 jan. mounika taking care of it on manufacturing side where he is focussed on toys and stories behind those toys. he told few days ago they sold almost 70k character based toys india wide and doing good profit wise. they are expanding to more creative charcters. 
 

vishnu gadu manoj gaadini movies teeyaneeyakunda addam paddadu until manoj met mounika. once he met mounika, his life tourned around.
he is now doing movies. i think he is focussed on characters in movies in upcoming movies. 
he started characters based toy company in 2024 jan. mounika taking care of it on manufacturing side where he is focussed on toys and stories behind those toys. he told few days ago they sold almost 70k character based toys india wide and doing good profit wise. they are expanding to more creative charcters. 
 

ok brother  i don't have energy to argue with you. continue your flow.

correct. US now recognizes it's supply chain is heavily dependent on China and india. they realized key sectors like medical equipment, cyber security, IT sector, semi conductor, steel, iron, minerals etc. all depends on china, mexico and india. That's why they are heavily pushing for domestication of those sectors with tariffs.
There will be case where india loses IT market share, China loses heavy equipment,  medical, hi-tech industries share to US domestication. in return of trade deals, india will yield market share to US companies. so rebalance will be there. for e.g., tesla, ford and GM will import their cars with 0% tariffs to india soon. where as our companies like mahindra, tata will not be able to compete with them.

The reality of the top 10 biggest markets for BYD compared with Tesla. As I already mentioned, Tesla essentially only competes with two car models.. which are still considered bigger than average cars in those markets. Another aspect of people looking at Tesla's minimalistic interiors vs. colorful BYD interiors changes the whole perception in those countries. 

 

Evaru chepparu Tesla gone ani. Tesla ki BYD ki nakka ki sky ki unnantha difference undi. Tesla quality is top notch and resale value is solid. BYD is trash. after 10k miles, quality is very very cheap. 

The Great American Reset is here & collapse of Pax Americana Rules Based Order. Today WTO has become redundant. Trump wants to take us back to 1930s. 26% tariffs on India, 34% on China (Cumulative 54%), Taiwan 32%, Vietnam 46%, EU 20%, Japan & Korea 24 & 25%. 
Smoot Hawley Tariffs Act, the Great Depression in West, collapse of League of nations, British Empire under sever Debt and the Pound was getting debased. And the world was looking towards War. 
We are in a similar situation. Obviously markets are going to react. But its not the time to give up on India story & dump or leave. Rather restructure your portfolio and pick big giants at lows so that you can ride the storm easily. 
The Indian economy is going to get impacted by these tariffs. Focus has to be on domestic sectors FMCG, Hospitality, Pharma CDMO, Defence, Infrastructure, Capital Goods, Renewables (Power), selected IT stocks as AI revolution is loading. And companies that are working with AI deployment will do better with solid parentage. 
Many conglomerates have tied up with Western giants from NVIDIA to TESLA to Starlink and some are tying with up Chat CPT & META. The marquee names with solid parentage, group backing and money are the ones to ride on. They will ultimately bounce back. 
But other relatively unknown names in Small & MidCaps may not see the old levels for years. The world is moving towards War Economy & Trade Wars with AI revolution on the horizon set to disrupt trends. 
India 140 crore population is sufficient to sustain ourself. Increased liquidity, better earnings in Q1 due to Base Effect YoY, Infra Capex underway, rate cuts by RBI; a possible trade deal make India relatively safer than rest of the world. 
The Buy China trade is over with 54% cumulative Tariffs on China. If the Americans have to compete with the Chinese they need Indian market from Tech to EVs as China is snipping at their profit margins by commoditising low cost AI models. Russia is anyway GSIB of commodities. 
This may be the last few sessions of the Dip, there is no need to panic sell but rather restructure portfolios and pick on sectoral giants those who may fall but will recover fast when the tide turns. 
Expect trade deal with USA by fall. Side by side India should fast track BTA with European Union & UK. Going with China is going to invite more tariffs & retaliation from USA. We have anyway chosen to integrate our Defence, Aerospace, Tech supply chains with US supply Chains. 
The service economy (IT) largely remains unaffected by Tariffs per se. Manufacturing & Exports will take a hit be it Telecom, Electronics, Textiles, Chemicals, select Autos with US exposure. 
Secular Bull run post Covid is over not everything is going to run. Pick & Chose carefully and stay invested in India story for the decade.

Evaru chepparu Tesla gone ani. Tesla ki BYD ki nakka ki sky ki unnantha difference undi. Tesla quality is top notch and resale value is solid. BYD is trash. after 10k miles, quality is very very cheap. 

2017 Jan lo 45 lacs ki 2 BR villa cost in suburbs. now it is 1 lac 25 lacs minimum. apartment ayithe 2016 lo 40 lacs i 3 BR vochedi now minimum 90 lacs. It is not affordable to any middle class. Mainly due to tax terrorism. 

Actual reason - NRIs stopped pumping money since last 3 years. NRIs realized RE investments in HyD is not giving same ROI as before Covid. 
Middle class suffering from tax terrorism by bjp. So RE is highly unaffordable right now for them. They are facing huge liquidity crunch from tax terrorism. 

Mana firestar @akhil ch yedho kosukuntadu anta.. @Mobile GOM 🤓

😂🤣

@Rajakeeyam nijayithee ante AAP laa vundali.. ventane resign chesi vere vallani kurcho pettadu… anduke aap should sweep north anedi..

@OneAndOnlyMKC Bro 😂😂