Trump’s 500% Tariff Threat & The Big Shift to Large Caps: Market Strategy for 2026 | Wealth Talk-184

Описание: Registration link(Hyderabad) - https://rzp.io/rzp/eodgLXkN

In this episode of Wealth Talk by Vivekam, we break down the recent geopolitical turbulence and what it means for your portfolio. As a new earnings season begins, the market is reacting to bold statements from the U.S. and shifting institutional trends.
In this video, we discuss:
• The Trump Impact: Is the 500% tariff threat on India and BRICS nations a reality or a bargaining tactic? We analyze the U.S. move to control Venezuelan oil and how it affects the Indian economy,,.
• The Large-Cap Rotation: Why the "slope" of money is currently moving toward Large-cap stocks. We explain why FIIs prioritize these stocks and why Jefferies sees a 12% upside for the Nifty based on earnings expansion,.
• Stock Analysis:
◦ Transformers and Rectifiers (TARIL): Historic high sales and a projected 47% growth scope,.
◦ Elecon Engineering: Why you shouldn’t panic sell after the recent 13% drop—is ₹500 the right exit point?,.
◦ GM Breweries: Why strong margins don’t necessarily make it a "buy" right now,.
• Special Announcement: Join us in Hyderabad on January 31st for our "Investment Decision Making" seminar. Learn to analyze stocks yourself and receive our exclusive 12-page strategy booklet,,.
Don't let market fear dictate your strategy. Learn to follow the fundamentals!

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