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Sahil Bhadviya
PM Modi has appealed Indians to stop buying gold, stop going to vacation, reduce usage of petrol/diesel...I'd appeal to PM to lead by example.
Here are few suggestions -
- Stop the MP/MLA convoy completely
- Stop the usage of chartered plane for ministers
- Stop foreign trips for ministers
- No mega rallies for political parties
1 week ago | [YT] | 1,583
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Sahil Bhadviya
All gold retail stocks corrected sharply today after PM Modi appealed to citizens to avoid non-essential gold purchases for a year amid global uncertainty and pressure on India’s import bill.
While the broader macro concern is understandable, we should also remember that millions of small jewellers, retailers, craftsmen and families depend on this ecosystem for their livelihood. Gold in India is not just an investment asset. It is deeply connected to culture, weddings, savings behaviour and employment generation.
That said, markets eventually separate temporary sentiment impact from long-term business fundamentals. If the slowdown in demand remains temporary, fundamentally strong businesses with strong brand recall, execution and balance sheet strength will likely recover over time.
In fact, sharp sentiment-driven corrections in quality businesses often create opportunities for long-term investors rather than reasons for panic.
1 week ago | [YT] | 265
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Sahil Bhadviya
It’s not really a question of whether AI/data center stocks will eventually correct. That will surely happen at some point. The only real question is “when”.
Right now, the rally has become absolutely crazy. AI infrastructure, semiconductor and data center companies are commanding insane valuations globally. Entire markets like Taiwan and South Korea are moving almost like microcap rallies because of AI optimism and capital inflows.
But history shows that eventually everything reverts to mean. Narratives become excessive, expectations overshoot and valuations disconnect from reality. The same thing happened during previous tech and thematic cycles as well.
And when that reversal eventually comes, one interesting possibility is FIIs could start rotating back toward relatively under-owned and reasonably valued markets like India. In a way, that could become a “reverse AI trade” over the next few years.
Of course, timing such shifts is nearly impossible. But understanding cycles and capital flows is important because global liquidity keeps moving from one narrative to another.
1 week ago | [YT] | 176
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