⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.
✅Follow <@raghavwadhwa> for more insights on Micro cap companies and various sectors.
Even though all track the same silver, the screen price varies a lot.
Here’s the real reasons 🧵👇
1⃣ETF unit price is not the “silver price.”
ETF price is just the NAV per unit.
And NAV per unit depends on how the fund was launched + units created.
So one ETF can be ₹80 and another ₹200. Both can still be tracking silver correctly.
✅Example 1 (Nippon vs ICICI)
Nippon Silver ETF traded between ₹261–₹269.8 today with a NAV of ₹264.65, while ICICI Prudential Silver ETF traded at a higher range, ₹273.67–₹282 with a NAV of ₹276.21.
🏦 Parag Parikh Large Cap Fund NFO opens on January 19
A detailed thread… 🧵👇
1⃣PPFAS Mutual Fund has announced the launch of its new equity scheme, the Parag Parikh Large Cap Fund. The New Fund Offer (NFO) will open on January 19 and close on January 30, during which investors can subscribe at the launch price.
The fund marks PPFAS’s entry into the pure large-cap category, complementing its existing flexi-cap and ELSS offerings.
✨5 sectors are expected to benefit from the Union Budget 2026
A detailed analysis 🧵👇
1⃣The Macro-Economic Blueprint
The government is expected to stick to a disciplined fiscal glide path while attempting to revive rural and middle-class consumption.
🔹Fiscal Deficit: After targeting 4.4% of GDP in FY26, the government may set a tighter target of 4.0% to 4.2% for FY27 to reach the long-term goal of <3.5% by 2030-31.
🔹Nominal GDP Growth: Projected to be pegged at 10.5% – 11.0% for the fiscal year, accounting for real growth of ~7% and moderate inflation.
🔹Gross Borrowing: Likely to be contained around ₹14.5 – ₹15.0 lakh crore, signaling to global bond markets (like J.P. Morgan Emerging Market Index) that India is a stable investment destination.
⚡️2025 Was the Year of Metals; 2026 Could Be the Year of Commercial Vehicles
A Detailed Thread🧵👇
1⃣India’s commercial vehicle (CV) sector is slowly coming out of a weak phase and is now moving towards a fresh growth cycle. Especially in Medium & Heavy Commercial Vehicles (MHCVs), the signs of a new uptrend are clearly visible. Industry growth, which remained muted in the past few years, is now expected to accelerate to 8% in FY26 and 10% in FY27, compared with earlier expectations of 4–5%.
This revival is being driven by multiple structural and cyclical factors. Freight rates have improved, which has significantly boosted profitability for fleet operators. Lower GST rates have improved vehicle affordability,
✨ Comparison of Two Leading Mining & Metals Companies
A Detailed Comparison......🧵👇
✍️About the company:
🔷Hindustan Zinc Ltd:
🔸Hindustan Zinc is the world’s 2nd largest integrated zinc producer and the 3rd largest silver producer globally, with an annual silver capacity of 800 MT. It commands 75% market share in India’s zinc market and has integrated zinc-lead mines and smelting complexes across Rajasthan.
🔸Hindustan Zinc is self-sufficient in power with captive thermal power plants and has ventured into green energy by settingup wind power plants. World’s largest underground (UG) zinc mining operations at Rampura Agucha.
✍️Sarda Energy & Minerals Ltd:
Sarda Energy & Minerals Limited is the flagship company of Sarda Group and is engaged in the production of steel, ferro alloys, and power.
✍️Maan Aluminium Ltd:
Maan Aluminium Ltd is in the business of manufacturing & trading of aluminium profiles, anodizing and fabrication of profiles, aluminium ingots, aluminium billets, etc.