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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 18

Taiwan is smaller than Kerala.
It has only 2.5 Cr people.

Yet it exported $432.5 billion last year,
more than 95% of Indian districts.

And $165 billion of that came from one thing:
Semiconductor chips

Here’s how this tiny island became the most powerful tech player on Earth.
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In 1990, Taiwan made less than 1% of the world’s semiconductors.

Today, Taiwan makes more than 60% of the global chip supply—and over 90% of the advanced chips that power your iPhones, EVs, and AI models.

The world runs on Taiwan. Literally.

But how?

Let’s rewind.

What’s so special about semiconductors?

These are the “brains” inside everything:

Smartphones
Laptops
Cars
TVs
Missile systems
Supercomputers
AI models like ChatGPT

Without semiconductors, the modern world would collapse in 30 days.

They’re small, but they run everything.

And Taiwan makes the best ones.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 17

What if I told you India could build a new class of billionaires from something as invisible as air?

Carbon Credits are quietly becoming a ₹70 Lakh Crore opportunity.

And if Mukesh Ambani enters, it could spark a green gold rush like never before.

Let’s decode India’s next billionaire factory and Multi-bagger goldmine

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In 2023, a single permit to emit one ton of CO₂ traded at ₹6,600 in Europe.

By 2030, the global carbon credit market is expected to exceed $2.7 trillion (₹220 Lakh Crore)

But India? Just warming up.

Here’s why this market could be India’s biggest untapped wealth engine:

What is a Carbon Credit?

Imagine your school allows 1000 paper chits per class.

If you don’t use all 1000, you can sell the leftover chits to classmates who ran out.

That’s a carbon credit:
Reduce emissions → Earn credits → Sell for profit.

It’s not eco-activism.

It’s capitalism — greenwashed.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 16

US Fed meets
Everyone’s watching one thing:
Will they cut rates?

Sounds boring.
But this one move can swing Indian markets by ₹10 lakh crore.

Here’s why you should care.
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yes

A rate cut is simple:
Central banks make money cheaper.

Lower rates → cheaper loans → more spending → faster growth.

But it’s not just about home loans.
It moves everything:

Stocks

Salaries

Gold

Rupee

EMIs

Exports

The Fed controls global money flow.

When US rates fall, dollars leave the US and enter emerging markets like India.

That’s when Nifty jumps, FIIs pour in, and your portfolio starts smiling.

But there's a catch.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 15

The Nifty–Gold ratio is back in the danger zone.

And if history rhymes, the next move in Nifty could be nothing short of explosive.

Let’s break down this silent market signal that few investors ever talk about.

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What is the Nifty–Gold Ratio?

It’s simple: Nifty 50 ÷ Gold price (in INR).

When the ratio falls, gold outperforms (fear).
When it rebounds from historic lows, Nifty surges (confidence).

Think of it as India’s fear vs. greed meter.

Here’s the shocking pattern:

Whenever the ratio drops into the 2.3x–2.7x zone, Nifty doesn’t just rise—it rips higher.

Four times in 20 years.
Four monster bull runs followed.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 10

From "Dead Economy" to Diplomatic Darling,
Why Trump’s Mood Swings on India?

India’s GDP is set to grow at 7% this year.

But just weeks ago, Trump called it a “dead economy.”
Then he slapped 50% tariffs.
Then called Modi a “good friend.”

What’s going on?
Let’s unpack this wild economic rollercoaster

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It started like a punch in the face.

Early August 2025: Trump calls India’s economy “dead” in a fiery speech, claiming it was taking advantage of the US while being “useless” in return.

Then came the first tariff—25% on Indian exports.

Markets trembled.

Then came another—an additional 25% penalty.

Now Indian exports were under a 50% tariff wall overnight.

The damage was instant.

India’s seafood, textile, and jewelry exporters went into panic mode.

Jobs at risk. Orders cancelled. Ports jammed.

A quiet shock rippled across Surat, Tirupur, and Visakhapatnam.

Even pharma firms started seeing delays.

And the Indian rupee?

Dropped like a rock.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Sep 8

Japan was once an unstoppable force.

World’s 2nd largest economy for decades

The land of Toyota, Sony, and bullet trains

Synonymous with productivity and resilience

For India to surpass it wasn’t just unlikely…
It sounded audacious.

Yet here we are.

India is officially the 4th largest economy in the world.

We’ve overtaken Japan.

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What made this possible?
Not a single government or one industry.

It was the collective ambition of 1.4 billion Indians —
From software engineers in Bengaluru,
to textile workers in Surat,
to pharma pioneers in Hyderabad.

Millions of small pushes → one giant leap.

But here’s the truth:
Being the 4th largest economy is not the finish line.

Because GDP in total ≠ GDP per person.

India’s GDP per capita is still a fraction of Japan, Germany, or the U.S.
That means:

A Japanese worker still earns 5–6x more than an Indian

Living standards lag far behind

Inequality remains high

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