⚡️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.
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🛢️ Russia Gives Cheap Oil. The U.S. Gives Pressure. What Should India Choose?
🛢️India imports 36% oil from Russia, but if India reduces Russian oil due to global pressure, what happens to:
✅ Our FX reserves?
✅ Import bill & inflation?
✅ Rupee stability?
✅ U.S. vs Russia pricing power?
Let’s break it down in detail… 👇
India is the world’s 3rd largest oil consumer and 2nd largest importer of crude. Because domestic production covers only 15% of its needs, India is heavily dependent on global suppliers.
1️⃣ HOW MUCH CRUDE OIL DOES INDIA IMPORT?
🔹FY 2024-25 average: ~4.9 million barrels per day (mbpd)
🔹Year-on-year growth: +5%
Crude Oil forms ~25% of India’s total import bill
⚡️A parallel view of two market leaders powering India’s home appliances & cooling ecosystem
Detailed Comparison🧵👇
✍️About the company
🔶LG Electronics India Pvt. Ltd., a key player in India’s home appliances & consumer electronics market (excluding mobile), has built its leadership on strong global parentage, technological innovation, and trusted brand equity. Backed by Interbrand Top 100 (2024) “LG,” the company continues to set industry benchmarks.
🔶Voltas, a trusted Tata Group company with 60+ years of legacy, leads in air conditioning, refrigeration & EPC electro-mechanical projects across India, the Middle East & Singapore. With strong Swiss roots (Volkart Brothers) and expertise in engineering solutions, it excels in project management & industrial services.
Sectors where Motilal Oswal is scouting for opportunities
@Raamdeo
A Detailed Thread 🧵👇
Source - Motilal Oswal report
📊 This Motilal Oswal report, September 25 version offers a monthly snapshot of India’s equity valuations:
🔹 Compares Indian market valuations vs. global peers
🔹 Tracks sector & company valuation
🔹 Highlights which sectors trade at a premium/discount to long-term averages
✍️Overall Market Summary
Indian markets ended in green in September 2025 after two months of decline; Nifty +0.8% MoM, +4.1% YTD.
🔹 Midcaps (+1.4%) and Smallcaps (+1.9%) outperformed largecaps.
🔹 FIIs recorded heavy outflows (USD 17.5 bn YTD), while DIIs saw record inflows (USD 66.7 bn YTD).
🔹 India’s global market cap share fell to 3.5%, a two-year low.
🔹 Over the last 12 months, MSCI India –12% vs MSCI EM +15%, marking clear underperformance