Niraj Shah
@_nirajshah
Executive Editor @NDTVProfitIndia. Associated with Anjeze, an NGO helping cancer patients - http://Anjeze.org
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NDTV's Walk The Talk with ace global investor and thought leader Ruchir Sharma. As Ruchir journeys through the electoral maze of Bihar, we discuss the ongoing state assembly elections, the state of the economy, outlook on the markets, resolving the Trump tariff tangle and a lot…
Challenging markets? Just 30% of BSE 500 companies are even in the green over the last one year. Interesting data @pankajtibre
Markets, like life, move in cycles of excitement and pause. And the last year has been exactly that. Since July 2024 (last 15 months), headline indices have looked “stable,” but beneath the surface, the story has been very different. MSCI India has underperformed MSCI EM by ~25%…
TPTW - this week’s newsletter Earnings, some geopolitics and a takeaway from a great book 👇🏽 ndtvprofit.com/opinion/indias…
🚨 HCL founder Shiv Nadar has donated Rs 7.4 crore per day and emerged as India’s most generous philanthropist in FY25.
JPMorgan on Eternal - CFO speak on contours of value creation -Expects QC to be a winner-takes-most market with one or two players eventually getting an 80% share (Who will those two be? :) Alert - Eternal aspires to be a $100bn firm from the current $34bn market cap
Kaynes Tech to @NDTVProfitIndia Mr Jairam Sampath spoke of a strong order book and some marginal variance in Q2 not being a bother on eventual guidance He is confident of FY27 showing material benefits of the semiconductor business.. .details in this interview
Kaynes Technology's Jairam Sampath shares insights on Q2 FY26 performance. #NDTVProfitExclusive @_nirajshah
Trade Setup: Index below short-term moving average, momentum indicators weak. - #Nifty50 end shy of 25,600 - #HDFCBank, RIL, #ICICIBAnk weighs @_nirajshah presents the setup for today's day of trade 🔻
Interesting perspective on US indebtness! -From about 60% Federal Debt to GDP in 2007s, the Federal Debt expanded to 120% to GDP in 2024. At the same time households’ debt as a % of GDP fell from 100% to 69% while nonfinancial corporate business debt remained at ~46% of GDP. This…
Please take action @Dev_Fadnavis on massive corruption Big land grab by Bangalore based developer in Parel. Open ground meant for public is sold to developer and work has started without permission. A DP road has also been blocked by illegally putting a gate. SRA, BMC officials…
A Bangalore based developer (unlisted) trying to get a foothold in Mumbai has started to build in open RG Ground in Parel without any permission. RG ground which was over 35000 sq mts is now only 8000 sq mts. Massive corruption in Government agencies to allow this and turn blind…
At 3:30 PM every Tuesday, citizens are welcome to visit the Mumbai Police Headquarters to share their grievances and concerns directly with me. No appointment is necessary, just walk in. Your voice will be heard, and your issues will be addressed with care and attention on…
The most peaceful prayer you can hear on the occasion of Gurpurab youtu.be/_YFqUPU24uI?si…
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A.R. Rahman - Ik Onkar Best Video|Rang De Basanti|Aamir Khan|Siddha...
My talk at the recent Investment Masterclass 2025 @jhaveriVadodara @_nirajshah Trends to Stocks: How to Pick a Multibagger from a Trend? | Naresh Katar... youtu.be/HwUOu0N8rTg?si… via @YouTube
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Trends to Stocks: How to Pick a Multibagger from a Trend? | Naresh...
Case for re-rating? The MS View -The falling intensity of oil in GDP and rising share of exports in GDP, especially services, and fiscal consolidation imply a lower saving imbalance. This will allow structurally lower real rates. At the same time, lower inflation volatility as a…
Today on my show (Vijay Kedia spelt out his birthday song on the show as well.. Happy birthday @VijayKedia1 )
Which side (of this argument) are you on? -Big Tech is spending $371 billion this year on AI data centers alone, with McKinsey projecting $5.2 trillion in total spending through 2030—more than seven times the Interstate Highway System cost. However, current AI revenue is only $60…
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