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Are Textile/Garmenting stocks at an inflection point 🤔 Tailwinds Lower 🇺🇸 tariffs ₹ depreciation UK & Europe FTA ratification due Energy issues in 🇧🇩 Cotton Yarn Spreads surge Stocks Welspun Living Gokaldas Exports Pearl Global KPR Mill

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Nigel D'Souza

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73,409 görüntüleme • 4 ay önce •via X (Twitter)

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Bangladeshi media states that their economy is on the verge of collapse due to India 🇧🇩🇮🇳 > Bangladeshi exports to India have fallen by 6.5% in July-Nov as govt has put tariffs on their products > Their textile industry is badly hit as India is no longer supplying basic goods like raw cotton/yarn to them
0:56

Bangladeshi media states that their economy is on the verge of collapse due to India 🇧🇩🇮🇳 > Bangladeshi exports to India have fallen by 6.5% in July-Nov as govt has put tariffs on their products > Their textile industry is badly hit as India is no longer supplying basic goods like raw cotton/yarn to them

do'o kappa

52,219 görüntüleme • 7 ay önce

Gokaldas Exports 👕 PAT Guidance : 100 crore --> 300 crore by FY28 🔥🔥🔥 Strong demand from US, UK & Europe India-UK FTA Effective from 15 June, India has 12% cost advantage over China, India's exports to the UK to 2X Promoter interview clip 👇🏻
0:42

Gokaldas Exports 👕 PAT Guidance : 100 crore --> 300 crore by FY28 🔥🔥🔥 Strong demand from US, UK & Europe India-UK FTA Effective from 15 June, India has 12% cost advantage over China, India's exports to the UK to 2X Promoter interview clip 👇🏻

Chart Wallah

63,181 görüntüleme • 2 ay önce

Bangladesh's economy is getting nuked right in front of our eyes 🇧🇩 Garment orders are down by 20% in October (15% in Dhaka, 26% in Chittagong) Despite having lower US tariffs, they're losing orders as India is selling garments at heavily discounted prices in Europe (which accounts for 60% of their exports). Bangladesh's textile exports have been already falling since last 3 months.
1:03

Bangladesh's economy is getting nuked right in front of our eyes 🇧🇩 Garment orders are down by 20% in October (15% in Dhaka, 26% in Chittagong) Despite having lower US tariffs, they're losing orders as India is selling garments at heavily discounted prices in Europe (which accounts for 60% of their exports). Bangladesh's textile exports have been already falling since last 3 months.

do'o kappa

377,720 görüntüleme • 9 ay önce

A Structural Change in Indian Textiles !! 1) Cotton supply is becoming tighter 2) India's spinning industry has become structurally tighter 3) China is surprisingly the biggest near-term demand driver 4) Yarn spreads are improving 5) Margins have structurally bottomed 6) Capacity utilisation is already very high 7) Garmenting — the recovery is more H2FY27 8) India is benefiting from "China + 1" 9) UK FTA could become a meaningful 10) Capex is becoming an important earnings trigger
1:41

A Structural Change in Indian Textiles !! 1) Cotton supply is becoming tighter 2) India's spinning industry has become structurally tighter 3) China is surprisingly the biggest near-term demand driver 4) Yarn spreads are improving 5) Margins have structurally bottomed 6) Capacity utilisation is already very high 7) Garmenting — the recovery is more H2FY27 8) India is benefiting from "China + 1" 9) UK FTA could become a meaningful 10) Capex is becoming an important earnings trigger

Nooresh Merani

18,262 görüntüleme • 5 gün önce

🚨 JUST IN: 🇺🇸 Nasdaq has filed with the SEC to tokenize stocks. Nasdaq CEO Adena Friedman says tokenized stocks & ETFs are the future as global markets move onchain. THIS IS MASSIVE! 🔥
1:19

🚨 JUST IN: 🇺🇸 Nasdaq has filed with the SEC to tokenize stocks. Nasdaq CEO Adena Friedman says tokenized stocks & ETFs are the future as global markets move onchain. THIS IS MASSIVE! 🔥

Real World Asset Watchlist

97,442 görüntüleme • 11 ay önce

🚨HUGE. Bangladesh eyes tariffs on Indian yarn amid textile unrest 🤯 — Dhaka is considering ending DUTY-FREE Indian yarn imports, threatening tariffs as its textile sector spirals. Since Hasina’s ouster, Brazil has OVERTAKEN India as Bangladesh’s top raw-cotton source. India is Bangladesh’s largest cotton yarn supplier, while China dominates finished fabrics. · Squeezing India while depending on its inputs is a risky game. New Delhi may need to recalibrate, firmly.
0:38

🚨HUGE. Bangladesh eyes tariffs on Indian yarn amid textile unrest 🤯 — Dhaka is considering ending DUTY-FREE Indian yarn imports, threatening tariffs as its textile sector spirals. Since Hasina’s ouster, Brazil has OVERTAKEN India as Bangladesh’s top raw-cotton source. India is Bangladesh’s largest cotton yarn supplier, while China dominates finished fabrics. · Squeezing India while depending on its inputs is a risky game. New Delhi may need to recalibrate, firmly.

The Analyzer (News Updates🗞️)

205,816 görüntüleme • 6 ay önce

"[Green economy stocks] it's been a very tough ride since the end of 2022, but it does look like there are some short term signals indicating perhaps we are at an inflection point," ChukaUmunna #SustainableBizSummit Francine Lacqua ⏯️
0:47

"[Green economy stocks] it's been a very tough ride since the end of 2022, but it does look like there are some short term signals indicating perhaps we are at an inflection point," ChukaUmunna #SustainableBizSummit Francine Lacqua ⏯️

Bloomberg Live

37,972 görüntüleme • 1 yıl önce

Sajjid Chinoy argues that with US tariffs at 34% & cheap Chinese exports flooding markets, Indian exporters are fighting with one hand tied ! A weaker Rupee is the offset, he tells me! #Stocks #Nifty #BankNifty #Trump
1:20

Sajjid Chinoy argues that with US tariffs at 34% & cheap Chinese exports flooding markets, Indian exporters are fighting with one hand tied ! A weaker Rupee is the offset, he tells me! #Stocks #Nifty #BankNifty #Trump

Prashant Nair

40,624 görüntüleme • 8 ay önce

Bangladesh's media reports that their exports are in grave danger as India + China are expanding into EU to offset losses from US. Bangladesh's exports have been shrinking since August. Europe alone accounts for 60% of Bangladesh's exports. 🇪🇺🇧🇩 Things are expected to worsen as Bangladesh will exist LDC status next year resulting in tariffs increasing by 12% on avg. Exporters are lobbying to have the deadline pushed by 3 years now. India has FTA with UK, Australia and is currently in talks of the same with EU, New Zealand.
1:01

Bangladesh's media reports that their exports are in grave danger as India + China are expanding into EU to offset losses from US. Bangladesh's exports have been shrinking since August. Europe alone accounts for 60% of Bangladesh's exports. 🇪🇺🇧🇩 Things are expected to worsen as Bangladesh will exist LDC status next year resulting in tariffs increasing by 12% on avg. Exporters are lobbying to have the deadline pushed by 3 years now. India has FTA with UK, Australia and is currently in talks of the same with EU, New Zealand.

do'o kappa

45,597 görüntüleme • 9 ay önce

A selloff in technology stocks is dragging global equities lower, led by a retreat in chipmakers that have been at the forefront of an unprecedented AI-driven rally, as Neil Campling reports
1:24

A selloff in technology stocks is dragging global equities lower, led by a retreat in chipmakers that have been at the forefront of an unprecedented AI-driven rally, as Neil Campling reports

Bloomberg

38,067 görüntüleme • 2 ay önce

How tò find stocks at lower prices
1:16

How tò find stocks at lower prices

Mohini Maheshwari

81,717 görüntüleme • 1 yıl önce

What is behind the recent surge in US tech stocks? Peter Callahan, US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses:
1:07

What is behind the recent surge in US tech stocks? Peter Callahan, US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses:

Goldman Sachs

22,458 görüntüleme • 2 ay önce

🇺🇸 MADE IN AMERICA Ainsley Earhardt visits the family-owned mill behind Red Land Cotton, where every thread is proudly made in the USA - keeping American textile manufacturing alive, one stitch at a time! 🧵
3:47

🇺🇸 MADE IN AMERICA Ainsley Earhardt visits the family-owned mill behind Red Land Cotton, where every thread is proudly made in the USA - keeping American textile manufacturing alive, one stitch at a time! 🧵

FOX & Friends

15,085 görüntüleme • 27 gün önce

Banks are telling you to buy stocks, saying the bottom is in & cancelling their recession calls for Europe. Meanwhile, all of them are closing investments, departments & laying off staff. Seems unusual, no? 🤔
1:02

Banks are telling you to buy stocks, saying the bottom is in & cancelling their recession calls for Europe. Meanwhile, all of them are closing investments, departments & laying off staff. Seems unusual, no? 🤔

Financelot

1,532,797 görüntüleme • 3 yıl önce

If tariffs are going to work in the way Trump hopes they will -- by rebuilding American business -- they'll cause stocks to rise. But everytime he imposes tariffs, stocks fall. That's the market rendering its judgment.
0:29

If tariffs are going to work in the way Trump hopes they will -- by rebuilding American business -- they'll cause stocks to rise. But everytime he imposes tariffs, stocks fall. That's the market rendering its judgment.

Justin Wolfers

43,074 görüntüleme • 1 yıl önce

The energy space is a story of stocks and flows. Stocks are how much is sitting in tanks, and flows are how much is coming out of the ground. Every country has to carefully manage its stocks and flows, and 11 major countries are entirely dependent on imports (notably: South Korea, Singapore, Taiwan, and much of Europe). Full report:
2:04

The energy space is a story of stocks and flows. Stocks are how much is sitting in tanks, and flows are how much is coming out of the ground. Every country has to carefully manage its stocks and flows, and 11 major countries are entirely dependent on imports (notably: South Korea, Singapore, Taiwan, and much of Europe). Full report:

Chris Martenson

10,641 görüntüleme • 2 ay önce

Pakistan Textile exports to Europe from $3.5B in 2013 are now $8B in 2026. GSP+ since Jan-2014. CAGR of 6.6% in 13 years. Aint textile sector should be ashamed of this performance?
0:48

Pakistan Textile exports to Europe from $3.5B in 2013 are now $8B in 2026. GSP+ since Jan-2014. CAGR of 6.6% in 13 years. Aint textile sector should be ashamed of this performance?

Zubair Ahmed Khan

36,705 görüntüleme • 5 ay önce