India's consumption story presents opportunities for investors, but how do you identify businesses with the potential to compound wealth over the long term?
In the sixth episode of '๐ฐ๐ฎ๐๐ฒ ๐ฏ๐ ๐ฐ๐ฎ๐๐ฒโฃ', @agarwala_adi , CMT of InvestValue talks to @nooreshtech about the role of research and risk management in building long-term portfolios.
๐๏ธ Watch here:ย youtube.com/watch?v=BezNPOP0โฆ
One of the biggest winners of the AI boom and the man who bet big on it.
Since ChatGPT launched in November 2022, Nvidia's market value has grown nearly 11x under Jensen Huang's leadership. In just 4 years.
Huang rode the AI wave to build one of the biggest corporate success stories of our time. Now, with his resignation, the Nvidia story enters a new chapter.
#Nvidia #nvidiaceo
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While every year brings a different market story, the Muhurat session has largely had a positive track record.
#StockMarket #StockMarketIndia #Diwali2026
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Indiaโs defence shopping list just got a massive upgrade! ๐ฎ๐ณโ๏ธ
Zooming out, this latest clearance adds to the record โน6.7 lakh crore in total approvals for FY26. ๐๐ฅ
#Defence #StockMarket
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๐ US stock & global ETF smallcases are now live
โ Curated global themes across AI, longevity, robotics, cybersecurity
โ Start with $50 to buy fractional shares & ETF units
โ Updated regularly with auto-rebalances, to keep you portfolio aligned always
Available to all Indian residents on the smallcase website & app
Get started hereโ
go.smallcase.com/gIQT/goglobโฆ
Free, instant account opening via the IFSCA GIFT City Global Access Framework
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India grows plenty of sugar. So why is it importing it now? ๐ฌ
Hereโs what it means for consumers, sugar mills and ethanol players
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smallcase retweeted
โพโฝ Introducing CASE Platforms
We started smallcase with a simple idea โ to make investing better for individual investors
Over the years, we have launched multiple products - portfolio research from @windmillcapHQ, market information & tools on @TickertapeIN, secured credit under creditcase and our own index funds & ETFs in a joint venture with @zerodha. Across all these brands, we serve 2+ crore investors with over โน2 lakh crores transacted on our platforms
Today, all these businesses come together under a new corporate identity โ CASE Platforms
As part of this change, weโre also deepening our commitment to our Mutual Fund JV and will be increasing our shareholding in and becoming a co-sponsor to the AMC entity. We have received the regulatorโs approval and in due course, the fund house will be renamed to Zerodha CASE Mutual Fund
A lot has happened and changed in the last decade. None of this would have been possible without the people who trusted and supported us โ millions of investors, our business & shareholder partners and the entire team. Thank you for dreaming with us ๐ค ๐ ๐ค
Investing in the India of today, tomorrow and beyond.
Happy Independence Day from team smallcase. ๐ฎ๐ณ
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Most Indian investors know the big themes.
The hard part comes when picking which companies to actually enter. That's where quant strategies come into play.
@Sonaam1234 , Founder of @ResearchWright , talks to @nooreshtech about quant investing and why momentum matters.
๐งต
๐๐ซ๐ข๐ ๐ก๐ญ ๐๐๐ฌ๐๐๐ซ๐๐ก'๐ฌ ๐๐ฉ๐ฉ๐ซ๐จ๐๐๐ก
For Sonam Srivastava, Founder of Wright Research, the strategy involves:
- Track what's working in the market today
- Use momentum while balancing it with quality and value factors
- Regularly update portfolios as market changes
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๐๐ฎ๐ซ๐ข๐จ๐ฎ๐ฌ ๐ญ๐จ ๐ฅ๐๐๐ซ๐ง ๐ฆ๐จ๐ซ๐ ๐๐๐จ๐ฎ๐ญ ๐ช๐ฎ๐๐ง๐ญ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ข๐ง๐ ?
Watch the full conversation with Sonam Srivastava on ๐๐๐ฌ๐ ๐๐ฒ ๐๐๐ฌ๐, our podcast series exploring portfolios and the minds behind them.
๐๏ธ Watch full podcast here: youtube.com/watch?v=0hYw6R_Vโฆ
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Why is quantitative investing gaining popularity in India?
Robin Arya, Founder of @thegoalfi and SEBI-registered research analyst, talks to @nooreshtech on how this approach is changing the way Indians build wealth.
Read on ๐งต
๐๐จ๐๐ข๐ง ๐๐ซ๐ฒ๐'๐ฌ ๐๐ฉ๐ฉ๐ซ๐จ๐๐๐ก ๐ข๐ฌ ๐๐ฎ๐ข๐ฅ๐ญ ๐จ๐ง ๐ญ๐ก๐ซ๐๐ ๐ข๐๐๐๐ฌ:
- Global factor research doesn't always translate to Indian markets.
- India's retail-driven market rewards different factors.
- Multi-factor portfolios are more resilient than single-factor strategies.
As he puts it:
โ๐๐ฐ๐ธ ๐ณ๐ช๐ด๐ฌ ๐ฅ๐ฐ๐ฆ๐ด ๐ฏ๐ฐ๐ต ๐ฎ๐ฆ๐ข๐ฏ ๐ญ๐ฐ๐ธ ๐ณ๐ฆ๐ต๐ถ๐ณ๐ฏ๐ด. ๐๐ต'๐ด ๐ฉ๐ฐ๐ธ ๐ต๐ฉ๐ฆ ๐ฑ๐ฐ๐ณ๐ต๐ง๐ฐ๐ญ๐ช๐ฐ ๐ช๐ด ๐ค๐ฐ๐ฏ๐ด๐ต๐ณ๐ถ๐ค๐ต๐ฆ๐ฅโ
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๐๐ฎ๐ซ๐ข๐จ๐ฎ๐ฌ ๐ญ๐จ ๐ฅ๐๐๐ซ๐ง ๐ฆ๐จ๐ซ๐?โฃ
Watch the latest episode of ๐๐๐ฌ๐ ๐๐ฒ ๐๐๐ฌ๐, where Robin Arya breaks down quantitative investing, AI, and portfolio construction for Indian investors.
๐๏ธ Watch full podcast here: youtube.com/watch?v=RCoNwdLuโฆ
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