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# ![@raghavwadhwa Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::100281231.png) @raghavwadhwa Raghav Wadhwa

Raghav Wadhwa is associated with Quant Mutual Fund. Recently, Quant Mutual Fund's hybrid long-short fund, managed by Mr. Sandeep Tandon, has been in the news. The fund dynamically manages long, short, and debt exposures using Quant's proprietary VLRT framework to generate consistent risk-adjusted returns.

### Engagements: XXXXXX [#](/creator/twitter::100281231/interactions)
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### Mentions: XX [#](/creator/twitter::100281231/posts_active)
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### Followers: XXXXXX [#](/creator/twitter::100281231/followers)
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- X Month XXXXXX +0.40%
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### CreatorRank: XXXXXXX [#](/creator/twitter::100281231/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  #5938 [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  #1051 [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXX% [automotive brands](/list/automotive-brands)  XXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[india](/topic/india) 9.09%, [nasdaq](/topic/nasdaq) #118, [strong](/topic/strong) 3.74%, [business](/topic/business) 2.67%, [bank](/topic/bank) #3118, [stocks](/topic/stocks) 1.6%, [market cap](/topic/market-cap) 1.6%, [future](/topic/future) 1.6%, [sampp 500](/topic/sampp-500) 1.07%, [gain](/topic/gain) XXXX%

**Top accounts mentioned or mentioned by**
[@raghavwadhwagt](/creator/undefined) [@sachinmehr74586](/creator/undefined) [@investinind](/creator/undefined) [@rajarams117](/creator/undefined) [@karank_](/creator/undefined) [@jagdvirj](/creator/undefined) [@risk_to_reward](/creator/undefined) [@iampraveengarg](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Costco Wholesale Corporation (COST)](/topic/costco) [PepsiCo, Inc. (PEP)](/topic/$pep) [BlackRock Inc (BLK)](/topic/blackrock) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last XX hours

"✨Parag Parikh (PPFAS) launches two new global passive funds from GIFT City: X Parag Parikh IFSC S&P XXX Fund of Fund X Parag Parikh IFSC NASDAQ XXX Fund of Fund Everything You Need to Know.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1996134145354047645)  2025-12-03T08:27Z 99.3K followers, 137K engagements


"✍Key Performance Indicator: 🔸ROE: XXXXX% 🔸ROCE: XXXX% 🔸Debt-to-Equity: XXXX 🔸RoNW: XXXXX% 🔸PAT Margin: XXXXX% 🔸EBITDA Margin: XXXXX% 🔸Price-to-Book Value: XXXX 🔸Market Capitalization: 8316.06 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1996879650824581536)  2025-12-05T09:49Z 99.3K followers, 1462 engagements


"✍IPO details: 🔸IPO Date➡Dec X 2025 to Dec X 2025 🔸Price Band ➡118-124 per Share 🔸Issue size➡921.81 Cr 🔸Lot size➡120 Shares 🔸Total Issue Size ➡ 74339651 Shares 🔸Issue Type ➡Book Built Issue IPO 🔸Listing at➡BSE NSE"  
[X Link](https://x.com/raghavwadhwa/status/1996879653605462480)  2025-12-05T09:49Z 99.3K followers, 1428 engagements


"⚡Ashikas Manufacturing Conference 2025 Post-Conference Insights What investors asked the management of these companies A Detailed Thread .🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1998662489400291335)  2025-12-10T07:54Z 99.3K followers, 14.5K engagements


"📌Recently the Cabinet cleared a Rs 1500-Crore Incentive Scheme in Push for Rare Earth Critical Minerals. 🔶Geography of Mineral Production: 🔹Mineral production in India is geographically concentrated: 🔹Odisha: XX% of total mineral output 🔹Chhattisgarh Rajasthan Karnataka and Jharkhand are key producing states 🔹Rich belts include Keonjhar (iron ore) Bailadila (iron ore) Korba (coal) and Odisha bauxite clusters"  
[X Link](https://x.com/raghavwadhwa/status/1999437254968930660)  2025-12-12T11:12Z 99.3K followers, 2740 engagements


"🔹Major new growth projects include the XX MTPA Baitarani West coal mine Burapahar block with UCG potential the Ambaji underground copper mine and upcoming rare earth initiatives"  
[X Link](https://x.com/raghavwadhwa/status/1999437373273440683)  2025-12-12T11:13Z 99.3K followers, 2254 engagements


"🔹Company commenced production at two new bentonite mines in Kutch adding 300000 tons per year of capacity. 🔹 The company began trial iron ore production in Guinea with commercial sales expected within XX quarters"  
[X Link](https://x.com/raghavwadhwa/status/1999437773355593793)  2025-12-12T11:14Z 99.3K followers, XXX engagements


"🔹UTI BSE Sensex: 54591.09 Cr. 🔹Mirae Nifty50: 4838.81 Cr. 🔹ABSL Nifty 50: 3294.55 Cr. 🔹Kotak Nifty 50: 3254.39 Cr. 🔸Mid-cap Index ETFs: 🔹Nipp Nifty Mid: 2802.05 Cr. 🔹Mirae Nifty Mid: 1303.61 Cr. 🔹MO Midcap 100: XXXXXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1999807467782631900)  2025-12-13T11:43Z 99.3K followers, 1514 engagements


"✈ Aequs Ltd: The only manufacturer of high-precision high-complexity components for global aviation OEMs and Tier-1 suppliers. A detailed company analysis 🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1996879599901589746)  2025-12-05T09:49Z 99.3K followers, 40K engagements


"Some of the commonly tracked Index ETFs include: 🔸Largecap Index ETFs: 🔹Nipp Nifty 50: 55666.38 Cr. 🔹Ipru Nifty 50: 36387.62 Cr. 🔹SBI Nifty50 ET: 217587.33 Cr. 🔹UTI Nifty50ETF: 69510.29 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1999807464896950338)  2025-12-13T11:43Z 99.3K followers, 1573 engagements


"Some of the commonly tracked Sectoral and Thematic ETFs include: 🔸Sector: Energy 🔹CPSE ETF: 28499.67 Cr. 🔹BHARAT XX ETF - ICICI Prudential AMC: 13995.67 Cr. 🔹ICICI Prudential Nifty Oil & Gas ETF: XXXXXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1999807483376984109)  2025-12-13T11:43Z 99.3K followers, 1222 engagements


"🔹Lloyds Metals subsidiary plans to acquire a XX% stake in Dubai-based Nexus Holdco FZCO for up to USD XX million gaining indirect exposure to copper and other mineral assets in the DR Congo subject to regulatory approvals with completion targeted by June 2026"  
[X Link](https://x.com/raghavwadhwa/status/1999438256455508011)  2025-12-12T11:16Z 99.3K followers, XXX engagements


"🔶Commodity ETFs Commodity ETFs allow investors to gain exposure to physical commodities without directly owning or storing them. In India Gold ETFs and Silver ETFs are the most popular tracking domestic gold and silver prices while factoring in currency movements"  
[X Link](https://x.com/raghavwadhwa/status/1999807493783052425)  2025-12-13T11:43Z 99.3K followers, XXX engagements


"🔶Smart Beta and Factor ETFs: Smart beta ETFs combine passive and active investing by using rule-based factor strategies instead of market-cap weighting. Their performance depends on market cycles; for example momentum works better in trending markets while value tends to outperform during recoveries"  
[X Link](https://x.com/raghavwadhwa/status/1999807504604344774)  2025-12-13T11:43Z 99.3K followers, XXX engagements


"🌟Sumitomo Mitsui is open to raising its stake in Yes Bank setting up a unit in India. Read more on the large cross-border deals happening in Indias financial sector this year:"  
[X Link](https://x.com/raghavwadhwa/status/1990320834909720661)  2025-11-17T07:27Z 99.3K followers, 7845 engagements


"🔶Jio Financial Services Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 18558.2 Mn 🔶RBL Bank Ltd: 🔹Addition: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 12371.7 Mn 🔶Aegis Logistics Ltd: 🔹Deduction: XXXX% 🔹% of Total Holdings: XXXX% 🔹Holding Value: 9890 Mn"  
[X Link](https://x.com/raghavwadhwa/status/1990749662329123003)  2025-11-18T11:51Z 99.3K followers, 1984 engagements


"🏦Decoding FIIs Moves this Year 💰FIIs have been Selling in the Secondary Market and Buying in the Primary Market (IPOs) A thread on XX such listed IPOs👇🧵"  
[X Link](https://x.com/raghavwadhwa/status/1994378253805756561)  2025-11-28T12:10Z 99.3K followers, 12.8K engagements


"🔟Top Recent Additions to the Helios Flexi Cap Funds Portfolio: 🔹ICICI Bank Ltd 🔹One XX Communications Ltd 🔹Bharti Airtel Ltd 🔹Hindustan Petroleum Corporation Ltd 🔹Bharat Electronics Ltd 🔹Cartrade Tech Ltd"  
[X Link](https://x.com/raghavwadhwa/status/1995790506874601766)  2025-12-02T09:41Z 99.3K followers, 4251 engagements


"PPFAS has created a dedicated GIFT subsidiary: PPFAS Alternate Asset Managers IFSC Pvt. Ltd. which already holds a Retail FME Licence (April 2025) enabling research compliance and operations for global funds"  
[X Link](https://x.com/raghavwadhwa/status/1996134156678672565)  2025-12-03T08:27Z 99.3K followers, 8000 engagements


"✍What exactly are these new funds Both schemes are Fund of Funds (Parag Parikh IFSC S&P XXX Parag Parikh IFSC NASDAQ 100) Fund of Funds. This means they do not buy U.S. stocks directly but invest only in: 🔹ETFs and UCITS funds that track the S&P XXX Index (for the S&P fund) 🔹ETFs and UCITS funds that track the NASDAQ XXX Index (for the NASDAQ fund)"  
[X Link](https://x.com/raghavwadhwa/status/1996134159560192157)  2025-12-03T08:27Z 99.3K followers, 7960 engagements


"🔹Constituents chosen by an Index Committee qualitative screening 🔹Quarterly rebalancing 🔹Broad sector representation: IT Healthcare Financials Industrials etc. 🔹Current IT weight: XXXX% 🔹Top names include Nvidia Microsoft Apple Amazon Tesla Meta and Berkshire Hathaway"  
[X Link](https://x.com/raghavwadhwa/status/1996134175263572002)  2025-12-03T08:27Z 99.3K followers, 5580 engagements


"🔶NASDAQ XXX Index Quick Overview The NASDAQ XXX consists of XXX non-financial U.S. and global companies heavily tilted toward technology and innovation. Key features: 🔹64% weight in IT & Communications 🔹Covers XX% of the U.S. market cap 🔹Rebalanced quarterly"  
[X Link](https://x.com/raghavwadhwa/status/1996134178216456326)  2025-12-03T08:27Z 99.3K followers, 4922 engagements


"🔹High-growth innovation-led companies 🔹Includes top global leaders like Apple Microsoft Amazon Alphabet Tesla Meta Broadcom Nvidia Costco and PepsiCo. 🔹NASDAQ XXX is essentially more aggressive and tech-heavy compared to the balanced structure of S&P 500"  
[X Link](https://x.com/raghavwadhwa/status/1996134182125551732)  2025-12-03T08:27Z 99.3K followers, 4708 engagements


"✍Why are investors excited about U.S. exposure 🔶Global dominance 🔹The U.S. remains the worlds most influential equity market and its major indices dominate global market capitalization. 🔹The S&P XXX alone accounts for XX% of the worlds total equity market cap"  
[X Link](https://x.com/raghavwadhwa/status/1996134186462388682)  2025-12-03T08:27Z 99.3K followers, 4272 engagements


"🔹The NASDAQ XXX represents the worlds strongest technology and innovation ecosystem across AI cloud semiconductors e-commerce and digital platforms. 🔹NASDAQ XXX stocks account for XX% of the world market cap"  
[X Link](https://x.com/raghavwadhwa/status/1996134190719631756)  2025-12-03T08:27Z 99.3K followers, 3981 engagements


"🔹Together these indices give exposure to the largest corporations the strongest earnings generators and the fastest-growing global innovators. 📌In short investing in U.S. indices means owning both the core strength and the future drivers of global economic growth"  
[X Link](https://x.com/raghavwadhwa/status/1996134193668272237)  2025-12-03T08:27Z 99.3K followers, 3737 engagements


"✍How These Indexes Select Stocks: The NASDAQ XXX & S&P XXX Frameworks 🔶NASDAQ XXX 🔹Entry Rules: M.Cap $15B Free Float XX% Listed X months high liquidity. 🔹Index Nature: Pure rule-based no human curation. 🔹Tech-Heavy: Captures global digital growth (big tech dominates)"  
[X Link](https://x.com/raghavwadhwa/status/1996134197107233183)  2025-12-03T08:27Z 99.3K followers, 3669 engagements


"🔹Moderate Churn: XX% replaced every XX years (more stable than Nasdaq 100). 🔹Sector Rotation: Shrinking sectors lose weight; growing sectors gain automatically. 🔹Strong Businesses: Only profitable liquid established companies enter. 🔹Outcome: Curated quality-focused representation of U.S. corporate strength"  
[X Link](https://x.com/raghavwadhwa/status/1996134205970079977)  2025-12-03T08:27Z 99.3K followers, 3311 engagements


"✍Historical Performance and Return Behavior 📌Over the last XX years the S&P XXX & NASDAQ XXX X Yr CAGR has become much more stable. 🔹S&P 500"  
[X Link](https://x.com/raghavwadhwa/status/1996134210177044784)  2025-12-03T08:27Z 99.3K followers, 3245 engagements


"✍Advantage of investing through this fund vs direct investing: 🔹No inheritance tax implications 🔹Tax compliance for Investors Tax paid at fund level 🔹OPI route is only allowed through the GIFT city-based pooled vehicle 🔹Optimization of cost involved (FX conversion & transaction costs) 🔹Strong Compliance and Governance Framework"  
[X Link](https://x.com/raghavwadhwa/status/1996134222835438014)  2025-12-03T08:27Z 99.3K followers, 2974 engagements


"✍S&P XXX vs NASDAQ 100"  
[X Link](https://x.com/raghavwadhwa/status/1996134227101061463)  2025-12-03T08:27Z 99.3K followers, 2996 engagements


"🔹Indias mining and steel sectors are critical to its industrial ecosystem offering vast opportunities for growth and innovation. With the government's push for self-reliance and green steel initiatives India is setting the stage for a dynamic future in global steel production"  
[X Link](https://x.com/raghavwadhwa/status/1996560872123306130)  2025-12-04T12:43Z 99.3K followers, 2176 engagements


"✍Investments/ Developments 🔸JSW Steel and JFE Steel will invest 5845 crore to expand CRGO steel capacity to XXX lakh TPA by FY28 scaling Nashik to XXX lakh TPA and Vijayanagar to X lakh TPA"  
[X Link](https://x.com/raghavwadhwa/status/1996560874753102113)  2025-12-04T12:43Z 99.3K followers, 2205 engagements


"✍Revenue Bifurcation: FY25: 🔶Business Segment Wise: 🔸Aerospace Segment: XX% 🔸Consumer Segment: XX% 🔶Geographically Wise: 🔸United States of America: XXXX% 🔸France: XXXX% 🔸India: XXXX% 🔸United Kingdom: XX% 🔸Hong Kong: XXX% 🔸Germany: X% 🔸Sweden: X% 🔸Others: 5%"  
[X Link](https://x.com/raghavwadhwa/status/1996879642310201420)  2025-12-05T09:49Z 99.3K followers, 1598 engagements


"✍Clients 🔸The company has deep long-term relationships with major aerospace OEMs like Airbus Boeing Collins Spirit and Safran along with top consumer brands such as Hasbro Spinmaster Wonderchef and Tramontina. Its top five customer groups accounted for XXXX% of revenue in H1 FY26"  
[X Link](https://x.com/raghavwadhwa/status/1996879645145551227)  2025-12-05T09:49Z 99.3K followers, 1533 engagements


"From 2008 Top Nifty50 is up XXX% and Smallcap is up XXX% From 2018 Top Nifty is up XXX% and Smallcap is up XXX% From Dec 2024 Top Nifty is up XXX% and Smallcap is down XX% Takeaways: 🔸Smallcaps outperform only in the mid-phase of a bull market 🔸At the extremes of a cycle (tops) they peak late but correct deeper 🔸Post-top the leadership always moves back to largecaps"  
[X Link](https://x.com/raghavwadhwa/status/1996888232861356153)  2025-12-05T10:23Z 99.3K followers, 27.6K engagements


"🔸WhiteOak Capital Mid Cap Fund: 🔹AUM: 4075.13 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXX 🔹Expense Ratio: XXXX% 🔸ICICI Prudential Mid Cap Fund: 🔹AUM: 6963.67 Cr 🔹2-Year Returns: XXXXX% 🔹NAV: XXXXXX 🔹Expense Ratio: 1.86%"  
[X Link](https://x.com/raghavwadhwa/status/1997214755736658011)  2025-12-06T08:01Z 99.3K followers, 2707 engagements


"🧑🔧BlackRock and Goldman Sachs featured in the anchor allotment of this newly listed small-cap company. 🧑🔧 A subsidiary of the US-based Company one of the worlds largest auto component manufacturers. To know the company click on this thread 🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1997935075519053836)  2025-12-08T07:43Z 99.3K followers, 36.6K engagements


"✍Revenue Bifurcation In FY25: 🔷Division-wise: 🔸Clean Air & Powertrain Solutions: VAR: XXXX% 🔸Advanced Ride Technologies: XXXX% 🔷Industry-wise Revenue Bifurcation: 🔸PV: XXXX% 🔸CV: XXXX% 🔸Industrial/Others: X% 🔸Aftermarket: XXX% 🔸Others: XXX% 🔷By Geography: 🔸Domestic: XX% 🔸Exports: 7%"  
[X Link](https://x.com/raghavwadhwa/status/1997935107244781703)  2025-12-08T07:43Z 99.3K followers, 1665 engagements


"✍Clients: 🔸The Co. served XXX customers in FY25 including all top X PV OEMs and all top X CT OEMs in India. Named customers in the document include Maruti Suzuki Tata Motors Mahindra & Mahindra Hyundai Ashok Leyland etc. The Top XX customers account for XX% of the revenue"  
[X Link](https://x.com/raghavwadhwa/status/1997935110302101967)  2025-12-08T07:43Z 99.3K followers, 1504 engagements


"🌟Mr. Vijay Kishanlal Kedia 🔹Holding stake: XXX% 🔹Holding value: XX Cr. 🌟Mr. Mukul Aggarwal 🔹Holding stake: XXX% 🔹Holding value: XX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1998310344700407837)  2025-12-09T08:34Z 99.3K followers, 4117 engagements


"✍Elecon Engineering Company Ltd: The company manufactures and sells power transmission and material handling equipment in India and internationally. In addition it engages in the steel and non-ferrous foundry business"  
[X Link](https://x.com/raghavwadhwa/status/1998310347133124901)  2025-12-09T08:34Z 99.3K followers, 3979 engagements


"Q4. Can EBITDA margins remain above XX% 🔹Yes. Backward integration into magnet wire and a higher share of premium products such as STATCOM reactors will keep margins elevated"  
[X Link](https://x.com/raghavwadhwa/status/1998662684813009167)  2025-12-10T07:54Z 99.3K followers, XXX engagements


"Q5. When will the new Sangli capacity start contributing meaningfully 🔹Commercial volumes begin in June 2026 with tangible revenue from 2Q FY27"  
[X Link](https://x.com/raghavwadhwa/status/1998662728899244361)  2025-12-10T07:55Z 99.3K followers, XXX engagements


"Q4. Can margins expand as products grow 🔹Yes. Product-led business can deliver significantly higher EBITDA margins compared to a service-led engineering"  
[X Link](https://x.com/raghavwadhwa/status/1998663331213881352)  2025-12-10T07:57Z 99.3K followers, XXX engagements


"7Centum Electronics Ltd: Q1. Why are overseas subsidiaries dragging profitability 🔹These subsidiaries face order delays and utilisation issues. Centum is restructuring them with the expectation that domestic business will offset weakness until the turnaround occurs"  
[X Link](https://x.com/raghavwadhwa/status/1998663374994026773)  2025-12-10T07:57Z 99.3K followers, XXX engagements


"🔹This segment continues to be the main contributor to overall ASK growth with healthier yield prospects compared to domestic operations. The increasing share of long-haul flying however softens blended yields for airlines expanding internationally"  
[X Link](https://x.com/raghavwadhwa/status/1999027566565535759)  2025-12-11T08:04Z 99.3K followers, XXX engagements


"4Traffic Trends & Market Share: Domestic vs International 🔶Domestic Traffic: 🔹October passenger traffic rebounded with XXX% YoY growth reversing the contraction seen in Q2"  
[X Link](https://x.com/raghavwadhwa/status/1999027570701164827)  2025-12-11T08:04Z 99.3K followers, XXX engagements


"India is emerging as one of the fastest-growing CRDMO hubs globally supported by deep chemistry expertise competitive manufacturing costs the worlds highest number of FDA-approved API facilities and an abundant STEM talent pool"  
[X Link](https://x.com/raghavwadhwa/status/1999055310871482479)  2025-12-11T09:55Z 99.3K followers, 1403 engagements


"3Indias CRDMO Industry: 🔹Indias CRDMO market is expanding rapidly from $XXX bn in 2024 to a projected $XXXX bn in 2029"  
[X Link](https://x.com/raghavwadhwa/status/1999055334946775381)  2025-12-11T09:55Z 99.3K followers, 1128 engagements


"🔶Key growth drivers: 🔹Proven track record in API development 🔹Competitive manufacturing cost structure 🔹Rising global preference for India post-China disruptions 🔹Indian companies scaling up capex aggressively (Blue Jet Divis Laurus Neuland)"  
[X Link](https://x.com/raghavwadhwa/status/1999055337866039686)  2025-12-11T09:55Z 99.3K followers, 1111 engagements


"🔶Pre-Clinical Development 🔹Growth of XX% CAGR as biotechnology R&D becomes more globalized. 🔶Clinical Development & Supplies Indias contribution is rising due to: 🔹Availability of patient pools 🔹Strong regulatory compliance 🔹Cost-efficiency vs US/EU"  
[X Link](https://x.com/raghavwadhwa/status/1999055345428353408)  2025-12-11T09:55Z 99.3K followers, 1011 engagements


"🔶Commercial Manufacturing The largest segment today driven by APIs and formulations. Expected to hit $XXX bn by 2028 led by: 🔹Global supply-chain diversification 🔹Expansion in peptides fermentation-based manufacturing and flow chemistry"  
[X Link](https://x.com/raghavwadhwa/status/1999055348116898215)  2025-12-11T09:55Z 99.3K followers, XXX engagements


"🔶Supply Chain Shifts Global pharma is diversifying: 🔹China's share falling from XX% XX% 🔹India's share rising from X% X% 📌Potential near-term market India can capture: $X bn"  
[X Link](https://x.com/raghavwadhwa/status/1999055364000743553)  2025-12-11T09:55Z 99.3K followers, XXX engagements


"7New-Age Modalities: Indias Next Frontier: 🔶Fastest-Growing Modalities (202328 CAGR): 🔹Cell & Gene Therapy: XX% 🔹ADCs: XX% 🔹Oligonucleotides: XX% 🔹Protein & Peptides: 14%"  
[X Link](https://x.com/raghavwadhwa/status/1999055368585089270)  2025-12-11T09:55Z 99.3K followers, 1006 engagements


"🔹Significant cost advantage in R&D and manufacturing versus the US/EU improving competitiveness in outsourcing. 🔹Deep process-chemistry expertise especially in small molecules peptides and flow chemistry"  
[X Link](https://x.com/raghavwadhwa/status/1999055640560628058)  2025-12-11T09:56Z 99.3K followers, XXX engagements


"📌Segmentation of listed CDMO players:"  
[X Link](https://x.com/raghavwadhwa/status/1999056016848388321)  2025-12-11T09:57Z 99.3K followers, XXX engagements


"🔟Why India Is Becoming the Next Global CRDMO Powerhouse: 🔹China+1 diversification is pushing more global pharma work toward India. 🔹Indian CRDMOs are moving into high-value modalities like peptides ADCs and oligos improving margin potential"  
[X Link](https://x.com/raghavwadhwa/status/1999056077007249756)  2025-12-11T09:58Z 99.3K followers, XXX engagements


"✍Name of the Company: 🔸Tenneco Clean Air India Ltd"  
[X Link](https://x.com/raghavwadhwa/status/1997935085186928744)  2025-12-08T07:43Z 99.3K followers, 4450 engagements


"✍Business Segment: 🔸 Clean Air & Powertrain Solutions: Covers exhaust after-treatment systems such as catalytic converters (DOC DPF SDPF SCR) mufflers exhaust pipes and full systems for PV CV and off-highway vehicles"  
[X Link](https://x.com/raghavwadhwa/status/1997935089188327505)  2025-12-08T07:43Z 99.3K followers, 3358 engagements


"✈Indian Aviation Industry: Demand Improving but Fuel and Forex Limit Upside Decoding JP MORGANs Report.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1999027545774370833)  2025-12-11T08:04Z 99.3K followers, 5781 engagements


"⚡Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only"  
[X Link](https://x.com/raghavwadhwa/status/1999027624962916713)  2025-12-11T08:05Z 99.3K followers, 1631 engagements


"✅Follow @raghavwadhwa for more insights on micro-cap companies and various sectors. ✅Like & Retweet ✅Subscribe to our YouTube Channel ✅Subscribe to our Telegram Channel ✅ Explore our new website"  
[X Link](https://x.com/raghavwadhwa/status/1999027628196712627)  2025-12-11T08:05Z 99.3K followers, 1642 engagements


"1CRDMOs have become the backbone of the global pharmaceutical innovation engine. Rising drug development costs increasingly complex pipelines (biologics ADCs oligos) outsourcing trends and China+1 supply-chain diversification are driving a structural shift in pharma outsourcing"  
[X Link](https://x.com/raghavwadhwa/status/1999055308031721645)  2025-12-11T09:55Z 99.3K followers, 1450 engagements


"🔶The ADC Boom: 🔹Global ADC market to grow from $X bn (2022) to $XX bn (2030). 🔹ADC clinical trials have doubled relative to pre-COVID levels"  
[X Link](https://x.com/raghavwadhwa/status/1999055376264876436)  2025-12-11T09:55Z 99.3K followers, XXX engagements


"🔶The GLP-1 Wave (Weight Loss & Diabetes Drugs): 🔹New-age GLP-1 and GLP-1/GIP drugs for diabetes and obesity are witnessing explosive demand and are expected to exceed $XXX bn+ in global sales by 2030. These drugs deliver strong outcomes better sugar control 1020% weight loss and potential heart-health benefits making them one of the fastest-adopted therapies in pharma history"  
[X Link](https://x.com/raghavwadhwa/status/1999055381264568326)  2025-12-11T09:55Z 99.3K followers, XXX engagements


"As semaglutide patents roll off global access will expand sharply driving higher demand for peptide APIs and creating meaningful long-term opportunities for CRDMOs in development scale-up and commercial manufacturing"  
[X Link](https://x.com/raghavwadhwa/status/1999055389967675716)  2025-12-11T09:55Z 99.3K followers, XXX engagements


"8Indias Right to Win Key Advantages 🔹Largest base of US-FDAapproved API facilities giving global pharma high confidence in quality and compliance. 🔹Strong STEM talent pool enabling complex chemistry biologics peptides and high-end development work"  
[X Link](https://x.com/raghavwadhwa/status/1999055394128515433)  2025-12-11T09:55Z 99.3K followers, XXX engagements


"✍Midwest Ltd: 🔹Midwest received an LoI from KMML to jointly develop a monazite-cracking and rare-earth oxide project in Kerala. 🔹The company is working with government agencies to build rare-earth value-addition capabilities within India"  
[X Link](https://x.com/raghavwadhwa/status/1999437962573152568)  2025-12-12T11:15Z 99.3K followers, XXX engagements


"🔹Midwest secured approval for a new Black Galaxy granite mine and is advancing its Sri Lanka mineral-sands project which will supply monazite for rare-earth processing a key future growth driver. 🔹Midwest has commissioned its 303000 TPA Quartz Phase-1 plant and is doubling capacity with Phase-2 while expanding into rare-earth oxides titanium feedstock and high-purity quartz"  
[X Link](https://x.com/raghavwadhwa/status/1999438025768730753)  2025-12-12T11:15Z 99.3K followers, XXX engagements


"✍Lloyds Metals & Energy Ltd: 🔹Lloyds Metals and Tata Steel signed a non-binding MoU to explore collaboration across iron ore mining logistics pelletisation and steelmaking with a focus on Gadchiroli projects subject to feasibility and regulatory approvals"  
[X Link](https://x.com/raghavwadhwa/status/1999438219184865601)  2025-12-12T11:16Z 99.3K followers, XXX engagements


"✍Is India Ready for the $109B Opportunity 🔹Indias semiconductor market is expected to reach $XXX billion by 2030. With five large projects underway a comprehensive incentive structure and strong policy clarity Jefferies believes India is poised to replicate its success stories in mobile and autos in semiconductors. Execution risks remain but the roadmap is clear: India is not just assembling the future; its building it chip by chip"  
[X Link](https://x.com/raghavwadhwa/status/1938175355015364790)  2025-06-26T09:59Z 99.3K followers, 3944 engagements


"📌With electricity consumption growing above X% annually frequent peak shortages climate commitments and the need to reduce reliance on coal and fuel imports nuclear has become essential for long-term energy security"  
[X Link](https://x.com/raghavwadhwa/status/1994359340585849250)  2025-11-28T10:54Z 99.3K followers, 6523 engagements


"✍Some key listed players are likely to benefit: 🔹Reliance Industries 🔹Adani Power 🔹Tata Power 🔹JSW Energy 🔹Jindal Steel & Power 🔹Azad Engineering Ltd 🔹Hindalco Industries 🔹Larsen & Toubro 🔹BHEL 🔹Kilburn Engineering Ltd 🔹Bharat Heavy Electricals Ltd 🔹NTPC Ltd 🔹Walchandnagar Industries 🔹Hindustan Construction Company 🔹Power Mech Projects 🔹MTAR Technologies"  
[X Link](https://x.com/raghavwadhwa/status/1994359343391879224)  2025-11-28T10:54Z 99.3K followers, 8132 engagements


"✨Indias Metals & Mining Sector: Strong Production Rising Demand and New Government Push for Critical Minerals ✨7 Mining companies are boosting capacity expanding resources and building strategic partnerships. A Thread.🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1996560868625281524)  2025-12-04T12:43Z 99.3K followers, 25.3K engagements


"4Investments/ Developments: 🔹JSW Steel and JFE Steel will invest 5845 crore to expand CRGO steel capacity to XXX lakh TPA by FY28 scaling Nashik to XXX lakh TPA and Vijayanagar to X lakh TPA. 🔹Tata Steel signed an MoU with Australias InQuik Group to bring modular prefabricated steel bridge technology to India for faster and climate-resilient infrastructure. 🔹Vedanta Aluminium produced 156200 MT and sold 157918 MT of aluminium in July 2025"  
[X Link](https://x.com/raghavwadhwa/status/1999437257640743255)  2025-12-12T11:12Z 99.3K followers, 5474 engagements


"✍Gujarat Mineral Development Corporation Ltd: 🔹GMDC has planned a massive 13000 crore CAPEX till 2030 focused on lignite coal copper and rare earth projects with 15002000 crore annual spending covering land R&R and plant & machinery"  
[X Link](https://x.com/raghavwadhwa/status/1999437270655599087)  2025-12-12T11:12Z 99.3K followers, 2379 engagements


"✍Ashapura Minechem Ltd: 🔹Ashapura Minechem completed a major 100-meter XX crore bridge in the BOFFA mining zone unlocking access to large high-grade bauxite deposits"  
[X Link](https://x.com/raghavwadhwa/status/1999437711070101607)  2025-12-12T11:14Z 99.3K followers, XXX engagements


"✍Godawari Power & Ispat Ltd: 🔹GPIL is executing a large capex program with a XXX MTPA Cold Rolling Mill and an integrated steel complex targeted for April 2027"  
[X Link](https://x.com/raghavwadhwa/status/1999437871053439314)  2025-12-12T11:15Z 99.3K followers, XXX engagements


"🔹Ari Dongri mine expansion from XXXX MTPA to X MTPA is underway enabling major volume growth from FY27 onward. 🔹The company is adding a new X MTPA pellet plant that will start production by the end of November and reach high utilisation in Q4 FY26"  
[X Link](https://x.com/raghavwadhwa/status/1999437918872699043)  2025-12-12T11:15Z 99.3K followers, XXX engagements


"✍Vedanta Ltd: 🔹Growth capex of USD XXX bn in H1 FY26 with full-year capex guidance raised to USD 1.71.9 bn focused on aluminium expansion zinc debottlenecking power capacity addition and critical minerals development"  
[X Link](https://x.com/raghavwadhwa/status/1999438135420395912)  2025-12-12T11:16Z 99.3K followers, XXX engagements


"🔹Vedanta Ltd has won the Genjana nickel chromium and PGE block under Critical Mineral Auctions Tranche III strengthening its critical minerals portfolio"  
[X Link](https://x.com/raghavwadhwa/status/1999438176205832644)  2025-12-12T11:16Z 99.3K followers, XXX engagements


"✍National Aluminium Company Ltd: 🔹NALCO has awarded a 5032 crore Mine Developer & Operator contract for the Pottangi Bauxite Mines to Dilip Buildcon covering a 25-year tenure with integrated mining OLCC and allied infrastructure ensuring long-term bauxite supply at base charges of 423/ton"  
[X Link](https://x.com/raghavwadhwa/status/1999438304354402663)  2025-12-12T11:16Z 99.3K followers, XXX engagements


"🔹NMDC Steel Ltd reported its best-ever November performance with record outputs across RMHS Sinter Plant and Blast Furnace operating at 100119% of rated capacity"  
[X Link](https://x.com/raghavwadhwa/status/1999441190413095359)  2025-12-12T11:28Z 99.3K followers, 2739 engagements


"✨ All About ETFs: A Detailed Guide to ETF Categories and ETF Funds A Detailed Thread 🧵👇"  
[X Link](https://x.com/raghavwadhwa/status/1999807456625778774)  2025-12-13T11:43Z 99.3K followers, 20.4K engagements


"✍Types Of ETFs 🔶Index ETFs 🔹Index ETFs are the purest and most widely used form of ETFs. These funds track a broad market index and aim to replicate its performance with minimal tracking error"  
[X Link](https://x.com/raghavwadhwa/status/1999807462124421231)  2025-12-13T11:43Z 99.3K followers, 1495 engagements


"Thematic ETFs are relatively broader and are built around long-term structural themes such as manufacturing defence energy transition infrastructure or PSU reforms. These themes often cut across multiple sectors but are driven by a common economic policy or structural trend"  
[X Link](https://x.com/raghavwadhwa/status/1999807480751370736)  2025-12-13T11:43Z 99.3K followers, 1218 engagements


"🔸Sector: Banking 🔹Nipp NiftyBank: 8029.73 Cr. 🔹HDFC NiftyBank: 2877.61 Cr. 🔹SBI BankingETF: 4115.41 Cr. 🔹UTI Nifty Bank: 4011.96 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1999807485885186325)  2025-12-13T11:43Z 99.3K followers, 1115 engagements


"🔸Sector: Commodities 🔹ICICI Prudential Nifty Metal ETF: XXXXXX Cr. 🔹ICICI PRUDENTIAL NIFTY COMMODITIES ETF: XXXXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1999807488494018571)  2025-12-13T11:43Z 99.3K followers, 1084 engagements


"Some of the commonly tracked Commodity ETFs include: 🔹Nipp Gold Bees: 36812.69 Cr. 🔹HDFC Gold ETF: 16508.33 Cr. 🔹Nipp Silver ETF: 23069 Cr 🔹ICICI Prudential Silver ETF: 12583 Cr"  
[X Link](https://x.com/raghavwadhwa/status/1999807496354250856)  2025-12-13T11:43Z 99.3K followers, XXX engagements


"🔶International ETFs: International ETFs offer exposure to global markets like the S&P XXX or Nasdaq helping diversify beyond India. Returns depend on overseas market performance and INRforeign currency movements"  
[X Link](https://x.com/raghavwadhwa/status/1999807498983985607)  2025-12-13T11:43Z 99.3K followers, XXX engagements


"Some of the commonly tracked International ETFs include: 🔹Motilal Oswal Nasdaq XXX ETF: 11820 Cr 🔹MIRAE ASSET NYSE FANG+ ETF: 4354 Cr 🔹Nippon India ETF Hang Seng BeES: 1204 Cr 🔹Mirae Asset S&P XXX Top XX ETF: 1006.61 Cr 🔹Mirae Asset Hang Seng TECH ETF: XXXXXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1999807501924217271)  2025-12-13T11:43Z 99.3K followers, XXX engagements


"Some of the commonly tracked Factor ETFs include: 🔹Kotak Nifty Alpha XX ETF: XXXXXX Cr. 🔹ICICI Prudential Nifty Alpha Low Volatility XX ETF: 1701.38 Cr. 🔹ICICI Prudential Nifty XXX Low Volatility XX ETF: 3798.21 Cr. 🔹Motilal Oswal SP BSE Enhanced Value ETF: XXXXXX Cr"  
[X Link](https://x.com/raghavwadhwa/status/1999807507372655088)  2025-12-13T11:43Z 99.3K followers, XXX engagements


"🔶Debt ETFs: Debt ETFs invest in fixed-income securities like government bonds corporate bonds and treasury bills generating returns through interest income and price gains benefiting when interest rates fall especially for higher-duration portfolios"  
[X Link](https://x.com/raghavwadhwa/status/1999807509956292999)  2025-12-13T11:43Z 99.3K followers, XXX engagements