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@vinayakseth1 Avatar @vinayakseth1 Vinayak Seth

Vinayak Seth posts on X about india, stocks, china, amber the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXX #

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Social category influence countries finance technology brands stocks

Social topic influence india, stocks, china, amber, lg, electronics, $003550ks, $6367t, brands, $600m

Top assets mentioned Salesforce Inc (CRM)

Top Social Posts #


Top posts by engagements in the last XX hours

"AC Industry value chain in India: Component players: Amber Enterprises EPACK Durable OEM / ODM manufacturers: Amber Enterprises EPACK Durable PG Electroplast Refrigerant gas suppliers: SRF Navin Fluorine Gujarat Fluorochemicals Stallion India Retailers: Croma Vijay Sales Aditya Vision Electronics Mart India Brands: LG Blue Star Voltas Daikin From component makers to retail brands- the entire chain stands to benefit as AC penetration doubles over the next decade Credits: @soicfinance #AC #Industry #Stock #StockMarket"
X Link @vinayakseth1 2025-10-08T09:41Z XXX followers, 1729 engagements

"Q2FY26 Results: Company 2: Persistent Systems Another quarter & Another 20%+ growth story While large-cap ITs are still talking about macro uncertainty Persistent has delivered again with - XXXX% YoY revenue growth - XX% jump in PAT It is also showing the required AI led pivot with over $600M TCV booked this quarter and deep integration with Copilot Databricks Appian & Salesforce ecosystems Holding 75+ AI patents Valuations: Trading at 50x PE: not cheap but premium execution deserves premium valuation One of the few IT names where earnings visibility + AI strategy actually justify the premium"
X Link @vinayakseth1 2025-10-15T07:44Z XXX followers, XX engagements

"Rare Earth ETF ($REMX) jumped +14% yesterday It holds a mix of Chinese US & Australian stocks focused on rare earth and critical minerals With rising geopolitical tensions & AI driven energy needs this sector is entering its next supercycle & could be a great investment"
X Link @vinayakseth1 2025-10-14T15:00Z XXX followers, XXX engagements

"Ways to get China Stocks exposure sitting in India: ETFs X. Mirae Asset Hang Seng Tech ETF X. Nippon India ETF Hang Seng BeES Mutual funds/FoFs X. Edelweiss Greater China Fund X. Axis Greater China Fund Keep position sizes modest as policy risks are high #Stock #Investing"
X Link @vinayakseth1 2025-10-03T07:45Z XXX followers, XXX engagements

"Rare Earths: Chinas Secret Weapon Phase 1: Technology Ban On Dec XX 2023 China announced a ban on rare earth extraction and separation technologies Goal: Prevent export of critical processing know-how to other countries Essentially China began protecting its dominance in rare earth processing tech making it harder for others (like the U.S.) to build alternatives Phase 2: Element Restrictions On April X 2025 Chinas Ministry of Commerce introduced export restrictions on seven rare earth elements. This was retaliation against Trumps new tariffs on Chinese goods. Phase 3: Temporary Truce In"
X Link @vinayakseth1 2025-10-14T13:27Z XXX followers, XX engagements

"The government is planning a new wave of PSU bank mergers: Merging IOB Central Bank of India Bank of India and Bank of Maharashtra into bigger banks like SBI PNB and Bank of Baroda Impact: PSU banking index could see a multi-year re-rating #Nifty"
X Link @vinayakseth1 2025-10-15T06:22Z XXX followers, XXX engagements

"Most companies come out with an IPO only when everything looks perfect: Clean balance sheet Strong P&L and good growth numbers Thats why for investors listing gains are often the best phase After that its wiser to wait for the cooling period let valuations settle and then re-enter when the real story begins One such recent stock example is Northern Arc Capital: IPOed at a peak of XXX We waited for it to cool down & entered into it around XXX in April 2025 Now looks like its entering Stage X where fundamentals will start driving the next leg of superior returns"
X Link @vinayakseth1 2025-10-14T03:41Z XXX followers, XX engagements