✨Union Budget 2026–27

✨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.

⚡️The Next Sectoral Rotation

⚡️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%.

✨Hindustan Zinc Ltd V/s Hindustan Copper Ltd

✨ 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.

⚡️8 Metal Stocks Still Below Their 52-Week Highs

⚡️Will They Be the First to Move Next?

A Thread...🧵👇 ✍️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.

🔸M Cap: ₹18,435 Cr.
🔸P/E: 17.3
🔸Down from 52w high: 18.2%

✨ All About ETFs: A Detailed Guide to ETF Categories and ETF Funds

A Detailed Thread… 🧵👇 ✍️ETFs are exchange-traded funds that track an index or sector, offering diversified exposure, real-time trading, low costs, and high transparency, combining the benefits of mutual funds and stocks.

🏗️Sector in Momentum: Mining

🏗️Ace Investor Mukul Mahavir Agrawal holds a 1.11% stake in one of the companies.

To know the name, click on the thread🧵👇 1⃣India’s mining and metals sector has entered a decisive structural upcycle, driven by infrastructure-led demand, policy reforms, critical mineral security, and sustained capital investment. As the backbone of steel, power, cement, aluminium, and clean-energy supply chains, the mining industry is no longer a cyclical tailwind; it is emerging as a long-duration strategic asset for India’s economic ambitions.

🌟Ace Investors’ IPO Picks

🌟IPOs from the Last 6 Months Where India’s Smartest Investors Held a Stake

A Thread....🧵👇 🌟Mr. Mukul Agrawal:
🔹Zelio E-Mobility Ltd: 2.00%
🔹Vikran Engineering Ltd: 1.16%
🔹Laxmi India Finance Ltd: 3.83%
🔹Monolithisch India Ltd: 3.00%
🔹Connplex Cinemas Ltd: 2.96% (Sanshi Fund - I)

🌟When smart money overlaps, pay attention

🌟Companies Where Multiple Ace Investors Bet on the Same Company

A Thread......🧵👇 ✍️ Vasa Denticity Ltd:
Vasa Denticity is a Dental Products e-commerce company with 20,000+ SKUs, 30 owned Brands, and 300+ Domestic and international Brand tie-ups. It specializes in Orthodontics, Endodontics, Oral Surgery, diagnosis, treatment, and aesthetics.

🏦Parag Parikh Flexi Cap Fund Vs Helios Flexi Cap Fund

A detailed comparison of two Flexi Cap funds — their philosophy, performance, and sectoral preferences....... 🧵👇 1⃣About the Funds
🔶Parag Parikh Flexi Cap Fund
🔹Launched in 2013, PPFAS follows a value-driven, long-term approach with limited global exposure. It invests in quality businesses with steady earnings and strong governance, maintaining a large-cap bias.

💰High Dividend Paying Companies

💰Build a Passive Income with Dividends

A thread of 15 high dividend stocks and the filteration crieteria used 🧵👇 ✍️The Filter Used:

🔸Market Capitalization more than 5000 Cr
🔸Dividend yield more than 2
🔸Average 5 year dividend more than 0
🔸Dividend last year more than Average 5years dividend

🌟 Ace investor Mukul Mahavir Agrawal holds a 7.56% stake in this medical device and LED display manufacturer.

A Detailed Thread......🧵👇 ✍️About the Company:
🔹 The company manufactures LED display systems and hearing aids. Expanding its portfolio, the company has also entered the mobile phone segment under the Philips brand.

✨Warren Buffett's Investing Strategy (long-term business growth, high ROE, low debt, consistent earnings)

✨8 Companies that Satisfy Buffett’s Investing Criteria

[A Thread.....]🧵👇 ✨Key Investing Principles of Warren Buffett
🔹"Never lose money" is Buffett's core rule, prioritizing capital preservation over quick profits. He avoids investments without confidence in long-term prospects, minimizing losses while maximizing returns. He often reinforces this with, "Rule number 2 is never forget rule number 1."

💡How to use AI tools for Investing & Smarter Research

From ChatGPT to Gemini, how investors use AI to research companies, summarise concalls & review portfolios.

Some Useful Prompts in the Thread......🧵👇 1⃣Artificial Intelligence (AI) has become an indispensable companion for today’s investors. From summarising management concalls to identifying breakout charts or tracking real-time market sentiment, macroeconomic indicators, SEBI filings, AI tools now perform tasks that once took hours in just minutes.

🏦 Bandhan Small Cap delivered 31% CAGR over 3 years

🏦Inside Bandhan Small Cap’s bold strategy that’s driving consistent alpha

💰Top Stocks Added by Bandhan Small Cap Fund in Recent Months

A Thread.....🧵👇 1⃣Launched on 25 February 2020 as IDFC Small Cap Fund, the scheme became part of Bandhan Mutual Fund after the Bandhan-led consortium acquired IDFC Asset Management Company. The rebrand took effect in March 2023.

✈️DAC approves defence procurement proposals worth ₹ 79,000 crore to boost armed forces’ capabilities

✈️The Order Book status of 19 companies in the Aerospace & Defence sector

Which company has the highest orderbook to revenue ratio?

A Thread......🧵👇 🔶Hindustan Aeronautics Ltd.:
🔹Market Cap: ₹3,23,406 Cr
🔹Order Book: ₹ 1,89,300 Cr
🔹3 years Sales Growth: 8%
🔹3 years Profit Growth: 18%

🤝India–US Trade Deal: Key Sectors in Focus

Lower tariffs. Bigger opportunities. Here’s how India’s top sectors could benefit from the new US–India trade deal.

[A thread..]🧵 🔹The United States and India are close to finalizing a major trade agreement that may cut tariffs on key Indian exports from around 50% to 15–16%, marking a significant boost for Indian industry and export competitiveness.

🔹The agreement aims to boost Indian exports, while addressing long-standing tariff disputes.

🪔Diwali Picks By Top Brokerage Houses 🪔

🪔50+ Diwali Picks

[A Thread.....]🧵👇 🪔JM Financial

✨Reliance Industries: 28% Upside
✨Power Grid: 17% Upside
✨Bajaj Finance: 19% Upside
✨ICICI Lombard: 17% Upside
✨Jindal Steel: 19% Upside
✨National Aluminium: 17% Upside
✨Gravita India: 21% Upside
✨Macrotech Developers: 23% Upside
✨Olectra Greentech: 27% Upside
✨Ashoka Buildcon: 15% Upside

💰Debt Reduction

💰18 Companies that have consistently reduced their debt over the last 5 years.

[A thread…]🧵👇 ✍️Colgate-Palmolive (India) Ltd:
🔹M Cap: ₹62,236 Cr
🔹Debt : ₹60.84 Cr
🔹Debt Preceding Year: ₹71.75 Cr
🔹Debt 3 Years Back: ₹83.05 Cr
🔹Debt 5 Years Back: ₹101.50 Cr

💰Smart Money Moves!

💰17 Companies where FIIs & DIIs raised their stakes in the recent quarter

[A thread..]🧵👇 ✍️Bajaj Finserv Ltd
🔹Change in FIIs Holding ⬆️0.87%
🔹FIIs Holding 8.40%
🔹Change in DIIs Holding ⬆️1.10%
🔹DIIs Holding 10.09%

🛢️ 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.

🪔Diwali Picks By Top Brokerage Houses🪔

[A Thread...]🧵👇 🪔HDFC Securities

✨Bank of India: 26% upside
✨JK Lakshmi: 15% upside
✨Jyothy Labs: 14% upside
✨L&T Finance: 30% upside
✨National Aluminium: 24% upside