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India’s Steel Requirement
India’s steel strategy must avoid the trap of overcapacity.Global crude steel production today is about ~1.88 billion tonnes, with consumption around ~1.78 billion tonnes—translating to roughly 210–220 kg per capita worldwide. �Steelonthenet +2Developed economies typically stabilise at 200–300 kg per capita, while higher levels (400 kg+) reflect export-heavy industrial structures—not universal demand. �worldsteel.orgIndia, at ~100–120… Continue reading
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Nifty50Futures / 17/04/2026
Wipro next month future added to portfolio today. Continue reading
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WIPRO @205 on 17/04/2026
Retain else buy for medium /long term… Ref 998/118.37 (450/740/1450/890/1150/11150/1100/1050/q4fy26 ). Continue reading
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HDFCLIFE @613 on 17/04/2026
Retain else buy for medium /long term… Ref 827/39.61 (600/100/250/943/1150/1350/1100/1050/q4fy26 ). Continue reading
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HDFCAMC @2774 on 17/04/2026
Retain else buy this for medium /long term… Ref 1114/8.73 (35/280/3000/1155/1150/1150/1100/1050/q4fy26 ). This represents our post quarterly result observation. Continue reading
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Deprivation and Reality
Why does deprivation feel sharper even as prosperity rises?In the early 1990s, India’s per capita income was around ₹20,000 a year. Today, it is over ₹1.7 lakh—an increase of more than 7–8 times.Access has expanded just as dramatically:Mobile phones: from near zero to almost universalBanking: from limited reach to widespread financial inclusionConsumer goods: from luxury… Continue reading
Panch Tattva Wisdom 