🚢🇮🇳 India’s Big Maritime Push – Samudra Se Samriddhi 🧵

🇮🇳 pays ₹6 lakh CR annually to foreign shippers.

PM Modi unveiled a historic plan to make India a global maritime power 🌍.

Here’s a complete breakdown of the projects, MoUs & listed stocks that could benefit 👇 🔹 Massive Infrastructure Push

New container terminals at Kolkata & Paradip
Cargo berths at Paradip & Tuna Tekra (Kandla)
Strong sea-wall & revetments at Chennai Port 🌊
Ship repair hubs at Patna & Varanasi
Mumbai International Cruise Terminal 🚢

➡️ This means more cargo handling, new trade hubs & global-scale passenger traffic.

🚨 Fed Cuts Rates by 25 bps 🚨

What does this mean for India’s stock market?
Which sectors & stocks will benefit?

A thread 🧵 1/ The Fed just cut rates to 4.00-4.25% 🏦

➡️ Global liquidity eases
➡️ Dollar weakens
➡️ FPIs turn risk-on

India is one of the BIGGEST beneficiaries. Here’s who gains ⬇️

⚡ Battery Energy Storage Systems (BESS) — India’s next big power play ⚡

Ever wondered how we’ll run a 24×7 grid when the sun sets & wind dies? 🌞🌬️

The answer lies in giant “power banks”(BESS for the grid.

Let’s deep dive, and the stocks across batteries, chemicals, minerals, EPC & utilities riding this megatrend 🧵👇 1️⃣What is BESS?

Think of BESS as a giant bank account for electricity:

· You deposit power when it’s cheap (say, noon solar).
· You withdraw when it’s scarce (evening peak).

The trick: instead of cash vaults, BESS uses Li-ion batteries, inverters & control software to store and release energy ⚡🔋

📌India’s Data-Centre Rollout: 16 Players to Watch 🚀
India’s data centers are the new industrial parks — powering AI, cloud, fintech and government services.

Below is a compact breakdown of 16 companies playing different roles in this boom: what they do, quick upside, main risks, and a tiny analogy so it sticks. Ready? ⬇️ 1/ 🔹 E2E Networks — local GPU cloud ☁️

⚡GPU-focused cloud for AI/ML and managed GPU capacity.

🚀Upside: Early mover on India-sovereign AI demand; sticky customers for specialized workloads.

⚠️Risk: Capital-intensive GPU rollouts, competition from global clouds.

Analogy: The neighborhood GPU kirana competing with big supermarket chains.

🧵 Thread: Mutual Fund Ratios Simplified

1/Choosing a mutual fund is like picking a car for a long road trip 🚗.

You care about fuel cost, smoothness, driver’s skill & shock absorption.

That’s exactly what mutual fund ratios tell you.
Here’s a simple guide👇 2/ Total Expense Ratio (TER) = “Fuel + toll”

Mutual Funds are permitted to charge certain operating expenses for managing a mutual fund scheme – such as sales & marketing / advertising expenses, administrative expenses, transaction costs, investment management fees, registrar fees, custodian fees, audit fees – as a percentage of the fund’s daily net assets.

All such costs for running and managing a mutual fund scheme are collectively referred to as ‘Total Expense Ratio’ (TER)

The TER is calculated as a percentage of the Scheme’s average Net Asset Value (NAV). The daily NAV of a mutual fund is disclosed after deducting the expenses.

💸 It is a fee fund charges from your money.

SEBI caps this under Regulation 52 (lower caps for larger funds).

👉 Direct plans usually cheaper than Regular.

Example:

1.8% TER → ₹1,800 deducted on ₹1L

0.8% TER → ₹800 deducted