Based on the widely shared Nomura report on Indian Jwellery industry, Q2 business updates should be good and won't be as subdued as many (including me) are expecting.
Kalyan and PN Gadgil Jewellers can do much better due to fastest expansion since September 2024.
Rategain Travel has acquired Sojern at $250M. Funded 50% through QIP proceeds and 50% through debt.
Smart money knew it as stock has rallied >50% in less than two months.
Manba Finance Ltd.
š Company forms Business Correspondent (BC) partnerships in UP, Rajasthan & Karnataka to focus on rural, electric 3W, 2W vehicle financing & digital lending with aims to boost financial inclusion, green mobility & expand reach.
š Company has built a strongā¦
Manba Finance Ltd.
š Company forms Business Correspondent (BC) partnerships in UP, Rajasthan & Karnataka to focus on rural, electric 3W, 2W vehicle financing & digital lending with aims to boost financial inclusion, green mobility & expand reach.
š Company has built a strong⦠https://t.co/8Dku9u8v1O
KAVACH 4.0 Version Approval Status (RDSO) Research by @RajStockWatch 01.Oct 2025
Which companies have got approval, so far? 2 or 3 companies? Only TWO!š
KERNEX STATUS? QUADARANT FUTURETEK STATUS?
(NOTE: Will be happy to add clarifications/ corrections if validā¦
Key insights into how Gold Jewellery retailers are navigating high Gold price environment ⤵ļø
- Elevated prices may soften demand in the near term, but are structurally positive for the industry.
- Retailers are countering volatility with innovative gold schemes that cushionā¦
GH2 Solar has signed a landmark MoU in South Korea with Jeonbuk Special Self Governing Province, KPI Green Hydrogen And Ammonia and Advanced Hydrogen Energy Solutions Co. Ltd.
The agreement establishes a robust framework for advancing:
š¹Technology exchange in water electrolysisā¦
European Free Trade Association (EFTA) delegation to announce $100-billion investments under free trade agreement (FTA) with India
This was finalised in March 2024, and will come into effect from October 1, 2025, as per Union commerce minister.
hindustantimes.com/india-news/eftā¦
Many fundamentally good and newly listed IPOs including those which listed in last 1 year are trading below listing price.
I believe, this is the best time to study them and accumulate.
Very few of them have given great returns already (for e.g Stallion India, Quality Power).
Many fundamentally good and newly listed IPOs including those which listed in last 1 year are trading below listing price.
I believe, this is the best time to study them and accumulate.
Very few of them have given great returns already (for e.g Stallion India, Quality Power).
I used to believe flood of IPOs come in bull markets only. 2025 is a remarkable year to break this myth.
Moreover, it is a structural sign that many companies need public funding to grow their businesses and do Capex as they see massive opportunity going forward.
I used to believe flood of IPOs come in bull markets only. 2025 is a remarkable year to break this myth.
Moreover, it is a structural sign that many companies need public funding to grow their businesses and do Capex as they see massive opportunity going forward.
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