Folks,
Let me tell you, India’s stock markets just had a Historic Week—the best in years! The Nifty smashed through 23,850. That’s right folks, 1.77 percent up in a single day, a day when the rest of the world’s markets didn’t go anywhere. The financial sector? Booming! ICICI Bank and HDFC Bank? Rocketing to all-time highs! And why? Because smart money knows India is the ultimate safe haven against China’s chaos and Trump’s trade wars!
Donald Trump has been tough on China, and we looked at whether he had bitten off more than he could chew, what with the rare weapon in China’s economic arsenal, but India’s the real winner. His tariffs on China are pushing cash into India. Investors are fleeing China, running to real growth. Foreign investors? Flooding back. Bank stocks? Killing it. PSUs? Zooming. Autos? Rebounding. Trump’s policies undermining the dollar have helped get in foreign investors exiting the US.
Our government has studied Trump’s playbook, the Art of the Deal, and we’ve learned fast. We have some very smart people, very intelligent folk, talking to Trump. We’ll be one of the first to strike a deal with him and the markets are sitting up and taking notice. My good friend Shishir Asthana has written a wonderful piece on how the Indian market has been the first to bounce back from the Liberation Day fears spread by the Panicans. Read it.
India’s economy? 6.5 percent growth this year, folks! The fastest in the world! The RBI is cutting rates, Sanjay Malhotra is a boss. Inflation has collapsed to 3.34 percent, a six-year low. The banking sector? Strongest in decades! Bad loans? Crushed.
Gold—through the roof! When the world’s shaky, folks run to gold, and they’re running because they know the globalist system is being shaken up. And we Indians, by the way, all have gold, so that makes us richer. The forgotten men and women of our country will be forgotten no longer.
That’s how you do policy, folks.
Trade wars? Nothing to worry about. The genius “China-plus-one” strategy? Huge! Companies like Apple are shipping iPhones worth $2 billion from India to beat Trump’s tariffs. We’re throwing up smart tariffs, protecting our farmers and businesses, and saying, “You want our market? Build here.” It’s tough, it’s brilliant, and it’ll work. Because we’ve got a huge market. India’s negotiating like a pro, looking to cut deals with the US, the UK, Europe, New Zealand, you name it, to keep trade flowing. Our markets are dancing through the chaos. Nobody does it better than India.
Our foreign policy’s a masterclass—cosying up to the US, Japan, even Russia, without picking dumb fights. Our military’s getting stronger, modernising like crazy, ready for anything. It’s strategic, it’s bold, and it’s why India’s markets are laughing all the way to the bank this week.
Meanwhile, Europe’s dying! Germany’s exports? Stagnant! France’s GDP growth? Pathetic! The UK? Don’t make me laugh! China's a mess. Even the US markets are yippy, because, frankly, the world’s still figuring out how to keep up with the economic genius from the White House. The fake news will cry, “But tariffs cause volatility!” Let me explain: volatility is just energy. Energy for deals!
Jerome Powell is playing checkers, with his ‘’Wait-and-see mode’’ on interest rates, while Trump’s playing 4D chess. The money markets are already saying they see a full percentage point cut by the Fed by the end of the year. Come on, Jay, get with the programme!
The World Trade Organization, total disaster, is whining about tariffs, saying trade between the US and China could drop hugely. They call it “decoupling”. We call it independence! The US doesn’t need to be chained to China’s economy, we’re here to help them.
The IMF says tariffs are threats to global markets. Jamie Dimon says US credibility is being challenged. Well, Boo-hoo! They don’t get it. The days of unfair globalist nonsense are over.
But let’s be honest: our manufacturing is still weak—only 13 percent of GDP? Sad! We need more factories, folks! Move them to India, we’ll give them a red carpet. The Economic Survey says India needs less red tape, more freedom! We need an Elon. We need to become Deregulation Nation. Make India Great Again.
India’s building, growing, winning. Nobody’s doing it like India right now. Nobody.
India is not just surviving global chaos—We’re thriving in it. Ignore the naysayers, the globalist whiners, the losers who can’t keep up. My friend Madhuchanda Dey -- we get along very well -- has the right attitude when she writes, ‘be patient and learn to grab the lows’.
Best of all, folks, this FT story has some very good news—The alien trade is going to open up very soon. It's a beautiful trade.
Cheers,
Manas Chakravarty (with tongue firmly in cheek and a lot of help from Donald Trump)
In case you missed them, here are some of the other stories and insights we published this week, apart from our technical picks in the equity, commodity, and forex markets:
Stocks
Infosys, Why this retailer looks set for a re-rating, JSW Energy, GM Breweries, Thangamayil Jewellery, This general insurer’s profitability bucks the industry trend, Wipro, Shivalik Bimetal Controls, This housing financier is branching out
Markets
Should you buy the pullback rally?
Why gold may not lose its sheen any time soon
Financial Times
How Wall Street got Donald Trump wrong
Companies & sectors
Regulatory gaps, poor oversight delay action in Gensol scandal
How the growth outlook for IT companies has deteriorated
Tailwinds to lift Indigo
Why investors should track UK’s British Steel rescue
RBI’s outlook spells tough year for Indian banks
Why the future augurs well for power equipment firms
FD Rate cuts: who gains, who loses?
The sun is shining bright on green power equipment suppliers
Economy & Policy
Trump tariffs — Should India rethink RCEP decision?
Government funding for higher education needed to make India a superpower
A wider co-lending scope is a boon to small businesses
RBI proposes new guard rails for gold loans, will they hurt more than help?
Liquidity takes the lead in RBI strategy
India adds record renewable power generation capacity in FY25
A normal monsoon will create conditions for higher rural growth
Tech & Startups
Model Context Protocol: When AI models learn to plug in
What India's new Rs 22,919 crore scheme for electronics components aims to achieve
Politics
As the 2026 state election nears, Bengal’s political turf war turns communal
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