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@exencial_RP Avatar @exencial_RP Exencial Research Partners

Exencial Research Partners posts on X about india, investment, china, cash flow the most. They currently have XXXXX followers and 7513 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance countries stocks currencies technology brands cryptocurrencies automotive brands

Social topic influence india, investment #1799, china #3280, cash flow #66, $6753t #538, surge #243, robust, insurance #506, rankings #484, inflation #791

Top assets mentioned HSBC Holdings PLC (HSBC) Auto (AUTO) Taiwan Semiconductor (TSM) Bitcoin (BTC) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Jefferies Financial Group Inc. (JEF) Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"HDFCAMC reported robust XXXX% YoY core operational revenue growth and strong XXXX% YoY operating cash flow for H1 FY26 signaling healthy business momentum and excellent cash conversion. However operating profit margins compressed due to a sharp decline in other income and a XXXX% YoY surge in total expenses notably employee benefits. The recommended 1:1 bonus share issue reflects management confidence and shareholder reward but the reported XXXX% YoY PAT growth was significantly inflated by one-time tax adjustments"
X Link @exencial_RP 2025-10-15T10:43Z 8678 followers, XXX engagements

"HDFC Asset Management Company Limited Q2'26 Investor Presentation Systematic Investment Plan (SIP) flows in India have steadily increased from XXX billion in Sep 2024 to XXX billion in Sep 2025 with growing SIP account numbers from XXXX million to XXXX million. The total Assets Under Management (AUM) via SIPs also rose reaching XXXX trillion by September 2025 from XXXX trillion in September 2024 showing strong mutual fund inflows. Mutual fund AUM across asset classes has grown with equity comprising XX% of total AUM as of September 2025 up slightly from previous periods. Individual investors"
X Link @exencial_RP 2025-10-15T15:43Z 8693 followers, XXX engagements

"Investec On Adani Ports and SEZ From harbour to hinterland; initiate with BUY Adani Ports and SEZ (ADSEZ) runs XX ports/ terminals alongside rapidly growing logistics and marine businesses. This integrated network offers a competitive edge evident from the sharp volume/margin gains at acquired assets. Following the recent acquisition-led volume growth the next leg of growth should come from scaling existing ports (rev CAGR of XX% over FY25-30E). This should help ADSEZ deliver strong CFs and continue the deleveraging trend providing the optionality to win new port concessions. Val at 12x FY28E"
X Link @exencial_RP 2025-10-14T04:49Z 8678 followers, 1361 engagements

"Investec Auto & Auto Ancillaries Better visibility at home drives optimism"
X Link @exencial_RP 2025-10-09T08:33Z 8678 followers, 4873 engagements

"From big buyouts to big IPOs: private equity's hospital pivot Private equity (PE) firms in India are shifting from massive hospital buyouts to investing in new multi- and single-specialty hospital chains that can be taken public through IPOs. Total PE investment value in Indian hospitals has dropped in 2025 as deals now focus on scalable city-based hospital groups rather than large all-India chains. Recent major deals include Temasek and TPG in Manipal Hospitals Blackstone in Care Hospitals and KKRs investments in Baby Memorial and Meitra Hospitals signaling a move towards consolidation and"
X Link @exencial_RP 2025-10-06T13:57Z 8640 followers, XXX engagements

"Elara Financial Services Key Charts Transformation has begun; sector entering its defining decade Changing hue of household savings Decadal shift in financial flows indicate sharp drop in deposit share Retail and MSME to dominate credit share by FY35E growing 3x from current levels Financial Services Revenue pool to undergo structural changes (will triple in size by FY35E)"
X Link @exencial_RP 2025-10-15T02:10Z 8693 followers, 4040 engagements

"DB X thoughts on the US-China trade war US plans XXX% tariffs on China from November X triggering market risk-off move S&P XXX saw largest decline since April; HY spreads widened most since August May trade truce reduced tariffs by XXX points lowering recession probability Tariffs implemented sequentially: Canada/Mexico (25%) EU/Japan (15%) copper (50%) Ongoing tariff impacts will filter into 2026 sustaining higher inflation expectations Market selloffs act as policy brake incentivizing reversals to avoid recession Recession probability shifts drive outsized market reactions to trade policy"
X Link @exencial_RP 2025-10-14T05:48Z 8686 followers, XXX engagements

"Elara Evolution of payment landscape India stands apart e-commerce growth bigger driver for overall payment system growth With rising UPI volume share of digital Payments/mobile wallets likely to increase e-commerce payment share Trend distinct in India UPI accounting for larger share"
X Link @exencial_RP 2025-10-15T14:38Z 8693 followers, XXX engagements

"Deal Would Unite Media Giants Paramount Skydance is considering a merger with Warner Bros. Discovery aiming to create one of the largest media and streaming companies. The combined company would own leading movie studios top cable networks major franchises (like Mission: Impossible CSI DC Comics and Harry Potter) and major streaming services (Paramount+ HBO Max Discovery+). The merger would help the new giant better compete with leading platforms such as Netflix Disney and Amazon. If successful it would combine paid streaming subscribers and box office revenues with Warner Bros. Discovery and"
X Link @exencial_RP 2025-10-14T11:59Z 8687 followers, XXX engagements

"Heritage Foods' Q2 FY26 results presented a mixed picture with positive sequential EBITDA margin recovery and robust operating cash flow generation. However these positives were largely overshadowed by revenue growth falling short of prior guidance and a significant year-over-year decline in core operating profitability optically masked by a one-time exceptional gain. Aggressive capital expenditure signals future growth intent but current operational headwinds pose challenges"
X Link @exencial_RP 2025-10-15T10:42Z 8693 followers, XXX engagements

"HDFC Life Insurance Company Limited Q2'26 Investor Presentation India is now the worlds fifth largest and fastest-growing economy with GDP reaching $XXX trillion in 2025 after rapid trillion-dollar growth in recent years. The average age in India is just XX making it the youngest major economy globally with this demographic advantage expected to continue until 2070. By 2030 nearly half (46%) of Indian households will be in the middle-income segment up from XX% in 2020 reflecting rising affluence in the population. Per capita income is projected to jump to USD 4000 by 2030 a XX% increase over"
X Link @exencial_RP 2025-10-15T14:31Z 8693 followers, XXX engagements

"UBS Food Delivery receipts and QC penetration: Monthly snapshot Detailed Comparison on Swiggy & Zomato Swiggy's order volume growth picking up in recent months due to newer low AOV initiatives What trends are we seeing in monetization In terms of Swiggy's monetization (Zomato's data not available): i) discounts declined to22.6% in Sep'25 (+312bps YoY and -47bps MoM) although it's not clear what proportion of the discounts is restaurant funded; ii) delivery fee as a % of AOV fell to2.2% (-50bps MoM -195bps YoY). Delivery fees have continued on a downward trend for the past 2-3 years due to"
X Link @exencial_RP 2025-10-15T11:10Z 8693 followers, 2797 engagements

"ICICI Prudential Life Insurance Company Limited Q2'26 Investor Presentation Total premium collected by life insurers grew massively from XXX billion in FY2002 to 8299 billion in FY2024 showing strong industry expansion. Assets under management rose sharply from XXX trillion in FY2002 to XXXX trillion in FY2024 highlighting significant growth in managed money. The percentage of the in-force sum assured (insurance protection) compared to GDP jumped from XXXX% in FY2002 to XXXX% in FY2024 signifying more insurance coverage for the population. Industry penetration (premiums as % of GDP) peaked in"
X Link @exencial_RP 2025-10-14T13:57Z 8686 followers, XXX engagements

"Big Tech or Fintech; Super Apps or Constellations of Apps Only time will tell Paytms evolution to a full stack fintech PhonePes evolution From bill payments UPI P2P scan to pay lending insurance and wealth management to a fintech Jio Financials evolution From recharge and bill payments to a fintech TataNEUs evolution - From e-commerce to loan/insurance"
X Link @exencial_RP 2025-10-15T03:30Z 8693 followers, 1063 engagements

"India China Brazil reduce US treasury bond holding over last year India China Brazil and other BRICS countries have reduced their US treasury bond holdings between July 2024 and July 2025 to strengthen their foreign reserve strategies. Countries are diversifying reserves from US dollar assets into gold and other foreign assets due to weak dollar outlook global tensions and currency risk concerns. Data shows advanced economies like Japan and the UK kept buying US government bonds while major emerging economies cut back. Indias approach focuses on building foreign exchange reserves with growth"
X Link @exencial_RP 2025-10-14T09:57Z 8687 followers, XXX engagements

"Top X country rankings: Artificial intelligence computing and communications"
X Link @exencial_RP 2025-10-13T03:34Z 8671 followers, XXX engagements

"GS on ASML moat: Chinas lithography is XX years behind ASML. With a monopoly on EUV ASML is the tollbooth that Taiwan Semiconductor Manufacturing Company and NVIDIA must pay to build advanced AI chips"
X Link @exencial_RP 2025-09-02T02:35Z 8678 followers, 1495 engagements

"WHY TCS IS POURING BILLIONS INTO DATA CENTRES TCS is investing billions of dollars to build and own large data centres aiming to enhance its position in the rapidly growing AI and cloud computing sectors. By controlling physical infrastructure TCS can deliver more secure and reliable digital services to global clients reducing dependency on third-party data centre providers. Growing demand for generative AI data analytics and high-performance computing is driving the need for robust in-house data centre capacity. These investments support future expansion helping TCS serve sectors with strict"
X Link @exencial_RP 2025-10-15T05:09Z 8693 followers, 2176 engagements

"RIIL's Q2 FY26 results were mixed showcasing strong cost management leading to a XXX bps YoY EBITDA margin expansion and XXXXX% YoY PBT growth. However revenue remained stagnant and operating cash flow significantly deteriorated to negative (1342) Lakh for H1 FY26 raising concerns about core business cash generation despite a robust debt-free balance sheet. The company's reliance on financial investments and lack of organic growth prospects suggest a limited alpha opportunity"
X Link @exencial_RP 2025-10-15T11:47Z 8691 followers, XXX engagements

"BIGMINT India Macro economic indicators India's crude steel production saw steady growth from XXXX million tonnes in August 2024 to XXXX million tonnes by August 2025 and other industrial indicators like automobile production power consumption and EV registrations also showed strong trends throughout the year. Steel exports hovered between XXX to XXX million tonnes across most months while steel imports were generally below X million tonne indicating balanced trade activity in the sector. Coal production peaked at XXXXX million tonnes in March 2025 although both coal and iron ore imports"
X Link @exencial_RP 2025-10-08T09:02Z 8682 followers, 1383 engagements

"Precious metals keep the shine in 2025 Silver and gold performed strongly in 2025 often beating equities and other investment segments as global uncertainty and risk remained high. Over the last decade no single asset class consistently led every year showing that diversification across equities debt real estate and precious metals is important for steady returns. Mid-cap equities delivered the best 10-year returns even surpassing gold and silver due to their ability to adapt scale and attract investor interest. Asset class rankings changed every year; for instance gold and silver moved from"
X Link @exencial_RP 2025-10-06T06:02Z 8678 followers, XXX engagements

"Investec: Adani Ports and SEZ (APSE.NS) From harbour to hinterland; initiate with BUY Adani Ports and SEZ (ADSEZ) runs XX ports/ terminals alongside rapidly growing logistics and marine businesses. This integrated network offers a competitive edge evident from the sharp volume/margin gains at acquired assets. Following the recent acquisition-led volume growth the next leg of growth should come from scaling existing ports (rev CAGR of XX% over FY25-30E). This should help ADSEZ deliver strong CFs and continue the deleveraging trend providing the optionality to win new port concessions. Val at"
X Link @exencial_RP 2025-10-10T15:19Z 8665 followers, 1248 engagements

"ASPIs Critical Technology Tracker The global race for future power Who is leading the critical technology race"
X Link @exencial_RP 2025-10-13T03:34Z 8678 followers, 1614 engagements

"HDBFS reported a mixed Q2 FY26 with robust XXXXX% YoY revenue growth and a significantly strengthened balance sheet post-IPO boosting Capital Adequacy to 21.82%. However this was overshadowed by a substantial XXXXX% YoY surge in provisions due to deteriorating asset quality with Gross Stage X ratio rising to XXXX% and Net Profit declining XXXX% YoY. While the BPO segment showed strong profitability the core lending business faced margin compression indicating a need for close monitoring of credit quality"
X Link @exencial_RP 2025-10-15T11:48Z 8687 followers, XXX engagements

"Persistent Systems delivered an exceptionally strong Q2 FY26 marked by significant revenue acceleration (23.60% YoY) substantial margin expansion (210 bps YoY EBIT) and robust PAT growth (45.07% YoY). The company's superior execution is evident in its 22nd consecutive quarter of sequential revenue growth strong operating leverage and excellent cash flow generation further bolstered by achieving a debt-free status"
X Link @exencial_RP 2025-10-14T11:25Z 8676 followers, XXX engagements

"HSBC There is no global vision on the best policy mix for the digital payments ecosystem"
X Link @exencial_RP 2025-10-14T12:42Z 8668 followers, XXX engagements

"India Electric Cars Market share (September 2025) Tata regains market share from MG Motor September 2025 - Electric Cars are XXX% of Total Passenger Vehicle registrations"
X Link @exencial_RP 2025-10-03T02:45Z 8678 followers, XXX engagements

"Global bits United States: Feds Powell signals resilient economy but soft job market; small-business sentiment weakens; stocks end mixed; dollar steady. China: Consumer and producer prices remain in deflation; IMF urges pivot toward domestic demand and property resolution. India: Wholesale inflation eases to XXXX% y/y; IMF upgrades 2025/26 growth outlook; Rupee pressured but RBI support seen. United Kingdom: IMF cautions BoE against premature rate cuts; grocery inflation re-accelerates to 5.2%; job market showing early cooling signs. Germany: Investor morale rises less than forecast;"
X Link @exencial_RP 2025-10-15T03:19Z 8693 followers, XXX engagements

"Gold's on a tear but don't let emotions get better of you Gold prices can surge sharply but long periods of little or no movement can follow as seen between past booms and lulls spanning more than two decades. Emotional triggers like fear greed herd mentality and pain of loss often drive gold buying decisions but these emotions may result in poor timing and investment returns. Historical data shows that gold's returns over long periods such as the past XX years are moderate (around XXX% CAGR) and investors who chased rallies often faced disappointing results. Rational gold investing involves"
X Link @exencial_RP 2025-10-08T05:00Z 8675 followers, XXX engagements

"The Humanoid 100- Morgan Stanley's List of Global Humanoid Enablers"
X Link @exencial_RP 2025-10-04T06:41Z 8640 followers, 1642 engagements

"Investec Japanese OEMs hold XX% share in 4W domestic market as of FY25"
X Link @exencial_RP 2025-09-17T08:32Z 8678 followers, 2934 engagements

"Well-Timed crypto Bets Reap $XXX Million President Trumps sudden announcement of XXX% tariffs against China on October XX 2025 triggered massive liquidations of leveraged positions in cryptocurrency wiping out over $XX billion and causing a XX% drop in Bitcoin prices. Two accounts made large bets against the market just minutes before the news allowing them to reap $XXX million in profits from the markets sharp decline. Daily crypto liquidations spiked dramatically on crypto-derivatives exchanges reflecting the huge impact of this announcement compared to previous events like El Salvadors"
X Link @exencial_RP 2025-10-15T14:01Z 8687 followers, XXX engagements

"Top X country rankings: Quantum technologies"
X Link @exencial_RP 2025-10-13T03:34Z 8669 followers, XXX engagements

"GS On Oil Rising Stocks; 2025-2026 Surplus View on Track"
X Link @exencial_RP 2025-10-10T06:58Z 8661 followers, XXX engagements

"How mega batteries are unlocking an energy revolution Several countries are planning to massively expand their battery capacity As battery prices have fallen capacity has shot up Over XXX gigascale projects could come online within two years Batteries are earning a growing share of their revenue from energy trading"
X Link @exencial_RP 2025-10-14T05:16Z 8678 followers, 1052 engagements

"Global bits Japan: Yen heads for sharpest weekly fall in a year as rate-hike bets fade; wholesale inflation steady at XXX% in September; BOJ seen struggling to deliver another hike this year; food self-sufficiency remains low at 38%. Singapore: MAS expected to keep monetary policy unchanged amid steady growth momentum. India: RBIs XXXXX line in USD/INR remains key as dollar hits two-month high; September inflation likely back below RBIs target band. United States: Fed officials signal caution with Daly calling labor market worrisome; weekly jobless claims rise amid shutdown; Wall Street"
X Link @exencial_RP 2025-10-10T03:23Z 8678 followers, XXX engagements

"nuvama Defense Opportunity for Indian Defense PSU INR8.59tnDPSUs pipeline to materialize over next fiveseven years"
X Link @exencial_RP 2025-10-13T02:00Z 8676 followers, 2062 engagements

"India's AI push gets $XX bn Google boost Google announced a massive $XX billion investment to boost AI infrastructure in India raising total Big Tech AI commitments in the country to $XX billion. Major tech players like Amazon and Microsoft are also investing heavily with Amazon planning $XXXX billion and Microsoft putting in $XXX billion towards AI and cloud infrastructure in India. These investments are expected to create lakhs of new jobs and boost the Vishakhapatnam project and technology hubs in Telangana. The push follows global trends and US policy alignments as Big Tech increases its"
X Link @exencial_RP 2025-10-15T06:56Z 8677 followers, XXX engagements

"MS Addressing investor questions on SBI Cards and NBFCs"
X Link @exencial_RP 2025-10-10T05:29Z 8640 followers, XXX engagements

"HSBC on Avenue Supermarts Pricing comparison vs peers points to shrinking differential. In our view pricing is the only moat Dmart has vs other retailers Challenges to sustaining high SSSG. Valuation is sensitive to SSSG-a X% increase leads to XX% higher fair value Retain Reduce and INR3700 TP. Expectations of step-up in store additions cannot compensate for muted SSSG"
X Link @exencial_RP 2025-10-11T05:29Z 8678 followers, 2811 engagements

"HDFC Life reported a mixed Q2 FY2026 with strong Net Premium Income growth of XXXX% YoY and a significant increase in operating cash flow. However profitability was severely impacted by an XXXX% decline in investment income leading to a deficit in the policyholders' account. Key concerns include deteriorating solvency and persistency ratios and rising commission expenses outpacing premium growth indicating execution challenges"
X Link @exencial_RP 2025-10-15T10:40Z 8692 followers, XXX engagements

"Varun Beverages Limited Q1 FY26 Investor Presentation Key Player in the Beverage Industry Business Model"
X Link @exencial_RP 2025-07-29T16:04Z 8682 followers, 1919 engagements

"citi Eternal Preview QC Marches On/FD Improves a Tad; Raise TP to Rs395/sh CITI'S TAKE Growth momentum in Blinkit remains stellar - focus on user acquisition is visible in the acceleration in app-traffic continued investment in dark store expansion and new cities additions. We believe this has further solidified Blinkit's market leadership in recent Qs driving upside to growth and margins we raise our estimates. We now expect FY26/27E QC GOV growth at 123%/57% YoY. Expect Adj EBITDA margin break-even in 3QFY26 and further expansion to 1.9%/3.0% of GOV in FY27/28E. We increase our target"
X Link @exencial_RP 2025-10-13T02:30Z 8640 followers, XXX engagements

"Jefferies Plans Entry into Indias $XXX Billion Mutual Fund Market Amid Retail Investment Boom. - Jefferies Financial Group plans to enter Indias $XXX billion mutual fund market. - The firm has hired Milind Barve former head of HDFC Asset Management as an adviser. - Entry will depend on regulatory approvals and strategy finalization. - Indias mutual fund industry has seen strong retail investor inflows with $X billion added since April. - Jefferies will compete with established players like HDFC Bank ICICI Bank and SBI. - It will also face competition from global firms like BlackRock which"
X Link @exencial_RP 2025-10-07T10:15Z 8642 followers, XXX engagements

"Credit Card Debt Overtakes Savings In 2025 XX% of Americans have more credit card debt than they have in savings. XX% of people have more money saved up than they owe on their credit cardsthis is the best situation. Over the years the number of people with more debt than savings has grown while those with no debt or savings have dropped to 13%. The survey tracks how the balance between savings and debt is changing for American adults (age 18+). Having more debt than savings can be risky for people because its harder to manage emergencies or unexpected expenses"
X Link @exencial_RP 2025-10-09T11:58Z 8641 followers, XXX engagements

"Trading and Deals Boost Wall Street Wall Street saw a surge in trading and deals with large leveraged buyouts and financings like the $XX billion Electronic Arts deal supported by major banks including JPMorgan and Goldman Sachs. Investment-banking fees for top firms such as JPMorgan and Goldman Sachs jumped sharply in Q3 2025 driven by high deal activity and improved equity underwriting revenues. Trading revenue also increased especially at JPMorgan Goldman Sachs and Citigroup as banks took advantage of market volatility and clients appetite for deals. Asset management giants like BlackRock"
X Link @exencial_RP 2025-10-15T15:00Z 8693 followers, XXX engagements

"Global bits India: Rupee steadied by RBI support; gold pares gains as currency stabilizes. China: Stocks drop on revived U.S. trade war; government probes foreign HFTs and restricts battery exports; state buyer resells BHP ore amid ban fears. Japan: Inflation beats BOJ target for first time in X years; yen weakness persists intervention risk rises near 160; households expect higher prices. Malaysia: 2026 budget targets $XXX billion spending and higher tax collection under PM Anwar. Indonesia: $XXX billion needed for waste-to-energy plans across XX cities. Russia: Suspends oil output"
X Link @exencial_RP 2025-10-13T03:10Z 8676 followers, XXX engagements

"jm India Outsourced Spend Management market revenue to reach INR 131bn by 2027"
X Link @exencial_RP 2025-10-14T05:27Z 8685 followers, XXX engagements

"ICICI Lombard General Insurance Company Limited Q2'26 Investor Presentation Indias non-life insurance market was valued at $XXXXX billion in 2024 making it the 2nd largest in Emerging Asia and 15th globally but its penetration is only about X% of GDPjust a quarter of the global average. Premium per capita in India is only $XX much lower than countries like the USA ($7995) South Korea ($1894) and China ($245) showing significant underpenetration and growth potential. The sector operates on a cash before cover model and is highly fragmented with sales strongest in states like Bihar & Jharkhand"
X Link @exencial_RP 2025-10-15T07:30Z 8693 followers, XXX engagements

"Initial Take on ENBD-RBL Bank Acquisition News CITI'S TAKE : According to various media reports (e.g. Reuters Oct XX - link ET Oct XX - link) Emirates NBD is in advanced for a majority stake in RBL Bank (RBK). : While none of the banks involved have either confirmed or denied the news reports these reports (if true) add another dimension to the already ongoing : debate around ENBDs plan to expand inorganically into India. We reiterate our Buy call on ENBD - and see any potential transaction as the removal of : along pending overhang. For RBK ownership transition complemented by : a structural"
X Link @exencial_RP 2025-10-15T02:31Z 8693 followers, 1031 engagements

"KKCL reported strong H1 FY26 revenue growth of XXXXX% YoY comfortably exceeding full-year guidance and maintained stable core operating margins. However headline profitability was significantly impacted by an XXXXX% YoY decline in non-operating 'Other Income' and a substantial increase in working capital straining cash flows. Investors should focus on the robust underlying operational performance while monitoring working capital normalization"
X Link @exencial_RP 2025-10-15T11:11Z 8693 followers, XXX engagements

"Top X country rankings: Advanced materials and manufacturing"
X Link @exencial_RP 2025-10-13T03:34Z 8669 followers, XX engagements

"What does gold's best year since 1979 signal Gold had its best year since 1979 in 2025 outperforming equities and other major assets with returns much higher than the S&P XXX crude oil and the dollar index. The main drivers for golds surge were global economic uncertainty inflation fears and loss of confidence in fiat currency especially due to US deficits and Federal Reserve policy. Golds best years often coincide with periods of geopolitical crisis and rising inflation while equity indices like the S&P tend to underperform or be volatile during such years. After golds big rally years"
X Link @exencial_RP 2025-10-06T04:14Z 8671 followers, XXX engagements

"DB Gold/USD spot price since 1920 Gold has long anchored central bank balance sheets. But until the 2000s it was valued for stabilizing payments than for its safe-haven properties"
X Link @exencial_RP 2025-10-14T05:55Z 8678 followers, XXX engagements

"Can a hint of silver find place in your precious metals strategy Silver can deliver short-term gains and has strong recent returns but it is much more volatile than gold so experts recommend limiting silver exposure to XX% of a portfolio. Silver outperformed gold in the past three years mainly due to industrial demand for electronics and green technologies but it tends to lag behind gold over longer periods. Industrial uses make silver prices sensitive to supply disruptions and economic cycles which adds risk and makes returns less predictable compared to golds safe-haven nature. Investors"
X Link @exencial_RP 2025-10-13T10:55Z 8678 followers, XXX engagements

"ICICI Direct Research India semi-conductor market The Indian semiconductor market is projected to grow from $XX billion in CY18 to $XX billion by CY27. There was a sharp dip in growth in CY20 with a -X% rate but strong recovery and high growth rates followed especially XX% in CY21. Recent years see consistent annual growth rates around 19-20% reflecting stable industry expansion. The positive trajectory suggests robust demand for semiconductors driven by electronics and ESDM market growth in India. By CY27 a significant market size of $XX billion is expected with a XX% growth rate forecast"
X Link @exencial_RP 2025-10-06T15:49Z 8678 followers, XXX engagements

"Retreat in EV Support Goes Global Global support for electric vehicles (EVs) is slowing as governments revise policies focusing on economic viability and supply chain issues. The U.S. Europe and China are seeing reductions or stabilizations in EV production growth signaling pragmatic reassessments by automakers and regulators. Industry leaders warn that EVs are not yet a fully profitable or mass-market solution with manufacturing complexities and input costs still challenging. Biden administration policies and subsidies have faced criticism and potential recalibrations amid inflation concerns"
X Link @exencial_RP 2025-10-15T11:59Z 8693 followers, 1814 engagements

"The Semiconductor Supply Chain and Its Chokepoints"
X Link @exencial_RP 2025-10-07T10:45Z 8678 followers, 1447 engagements

"Top X country rankings: Defence space robotics and transportation"
X Link @exencial_RP 2025-10-13T03:34Z 8671 followers, XXX engagements

"emkay We believe E-2Ws could rise 13-15x in 10Y The Indian 2W industry has seen several drastic regime changes/mega shifts over the past X decades"
X Link @exencial_RP 2025-10-14T04:43Z 8678 followers, 1015 engagements