In Q2 results, TCS announced a $6-7 billion plan to build out 1-GW AI data-centre network across India.
A landmark shift for Indian IT model.

Let's decode why this matters 🧵 1/ Code to Compute - The Old Model is Breaking.
AI disruption is happening fast.

Here's what Sam Altman tweeted yesterday

The biggest capital cycle of our lifetime has begun.

🤔 It’s not tech.
🤔 It’s not AI.

It’s India’s green transition, and it could unlock $2 Trillion in savings.

A thread 🧵 on @ionicwealth Decarbonisation Chartbook

#IonicWealth #Chartbook #Decarbonisation Decarbonisation is about cleaner air, but also about:

- ₹830 lakh crore of investments by 2070.
- Nearly half of it paying for itself through savings.
- Big opportunities in power, mobility, metals & agri.

This is growth + savings, not sacrifice.

Nvidia CEO Jensen Huang - “In the future, everything - factories, cities, even humans — will have a digital twin.”

Even in India, Digital twin technology presents a multi Billion $ opportunity growing at over 35% CAGR!

An explainer thread and potential winners🧵
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What is it?

A digital twin creates digital replica of a physical object, person, system, infrastructure or process as a digital version of its environment.

It is the new frontier of manufacturing that helps simulate and optimise manufacturing processes before deployment.

India’s private healthcare industry is growing rapidly and is now entering a strong expansion phase, following its post-covid recovery

Next up in our #5Metrics series- where we decode sectors using 5 key metrics, we dive into the Hospital industry today!🏥

A thread🧵

1/n The healthcare sector offers a rare trifecta for investors:

(i) Robust 13-15% CAGR i.e. 2x GDP
(ii) ROCE expected to be 20%+ by FY27E, driven by operating leverage & capital efficiency
(iii) Sharp surge in annual operating cash flows to Rs 10K+ Cr (from Rs 2K cr pre-covid)

2/n

In this thread, we highlight important updates from the Union Budget 2025-26.

1/n 2/ 10 defined focus areas.

1. The Budget speech starts with a focus on Agriculture
- Push to the Edible Oil Mission and Pulses in Budget 2025 - 6-year mission announced
- National mission on high yielding seeds (hybrid seeds). Benefits stocks like Kaveri Seeds, DCM Shriram.

“Buy land, they’re not making it anymore.”
- Mark Twain

Real Estate investing are a key pillar of Wealth journeys. 10 interesting charts to help you understand the Indian Real Estate market.

A thread
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Chart 1: Real Estate: Best performing sector

With 133% returns, Real Estate was the best performing sectoral index in FY 2024 - first time in over a decade.

🏗️ Are we nearing an Infra boom? - a thread

This week, 228 infra projects worth Rs 15.89 lakh crore! are recommended for approval under PM Gati Shakti. This marks the revival of Govt's Capex cycle.

Here's what's happening in Indian Infra and how investors can benefit 🛣️

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First, link to the above.
psuwatch.com/newsupdates/pm…

Swiggy's IPO reinforces how ESOPs (Employee Stock Option Plan) enable wealth creation for employees with founders. It has created over 500 crorepatis with ESOPs worth over Rs 9,000 crore!

What you should know about taxation on your ESOPs
(bookmark).

1/ What are ESOPs: 2/ There are 5 stages of in an ESOP:

Grant > Vesting > Exercise > Allotment > Sale

Of which, there are tax implications at two stages - Exercise and Sale.

US Elections verdict: Donald Trump's red wave!

Impact assessment on Indian Equities, US and China Equities, Gold, Crude and other asset classes:

Thread 👇
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🔖Impact on Indian markets: Mixed (but more positives)

🟢 Positives:
- India gets a sentimental "China+1" boost
- Last tariff cycle wins: Mobile phones and Chemical
- Well placed now given Make in India and PLI schemes

Sectors:
IT, Pharma (Stronger USD)
Chemicals, Defense

The CDMO or Contract Development and Manufacturing Organisation wave is shifting, and India can be at the forefront of change. Why? Let’s break down the history of CDMO.👇
#Pharma
1/ 🧵 2/
First, what is the buzz on CDMOs?

Recently, the US House of Representatives has passed the Biosecure Act (Bill) which says - all US pharma cos have to cut dependence on 5 Chinese Biotech cos - BGI, MGI, Complete Genomics, WuXi AppTec, and WuXi Biologics. You have 8 years..

1/ What would the investing greats tell you about bull market investing mistakes.
Thread 🧵

Mistake 1: Focusing on narratives over fundamentals:
Everyone speculates a bit in a bull market, but know where to stop. Mistake 2: Not booking some profits

You are not investing to prove anything to anyone - what matters is what you KEEP at the end of the cycle. Investing is about your internal scorecard.

Capex by Indian companies is at an all time high.

Capital Expenditure (Capex) fuels India's growth ambitions. We share Capex trends in this thread 👇
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Total Capex by Nifty 500 companies in FY24 was a staggering Rs 8.84 Trillion (lakh crore).

And it has picked up pace in last 2 years! This should lead to growth multiplier in future.

🛎️ Did you know you can save lakhs in LTCG tax on sale of shares or Mutual Funds? Legally. Read on..🫰

Thread
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Recently, DLF Gurgaon sold apartments worth ₹5590 crore (flats priced at ₹6-8 crore each) in just 3 days! Same for many other developers.

If you are wondering what's driving this Real Estate boom, it's time to learn about Section 54F of the Income Tax Act.