Shocking Stats : India vs NVIDIA | Metal Stocks Decline | Media Stocks Rally | Alok Jain

追加: 2026-05-15

[00:00:01]Hi folks, a very very telling chart this one from bar chart. This has two uh lines here. The orange line is that of Nvidia corpse market capitalization uh which is north of $5 trillion now and the white line is that of entire India market capitalization which is just about 5 trillion now. So you can see a company which was worth less than a trillion dollars just uh perhaps 2 and a half 3 years back has gone up 5x uh from there and actually is bigger than the India market cap. This is just a very mind-numbing stat that one company has grown as big bigger than the Indian market put all together. So we really need to perhaps uh you know stay very humble in terms of where India market stands versus rest of the world and the rest of the world is coming out with uh you know bigger and bigger companies and our companies are yet to really uh show their metal on the global scene. So there's a statistic that I wanted to share with you. So let's get into the uh charts for the day. So US President Trump's visit to China is mostly over. Uh they have essentially not announced anything big.

[00:01:28]So while they have given symbolic gesture of that we should work together and so on so forth. There is no big trade announcement that they have done there is no big relief on the war front.

[00:01:41]Uh China has said that it will try to help in the ceasefire. uh but uh there's no step there as well. Markets came off today. I think perhaps markets were expecting some kind of a big uh deal making to happen. Perhaps even the US markets will come off in the evening today. Let's see where the market charts are. Disclaimer as always please read fully and then move forward in the video. So Nifty tried to be in the green but was not able to sustain there. uh closed 0.19% down. Not too bad on the nifty but the internals of the market were uh much worse. So nearly a percent down on Nifty next 50. Uh midcap and small caps down also 4% each. Banks were down again at 0.77%. So suddenly the market has got spooked uh post the SBI results post uh the government announcements that austerity is needed post the ruby crossing 96 mark also today gold is also coming off. So Indian measures to reign in gold import is now impacting the global growth growth market also because India remains uh a big buyer in the global gold market. So if India is not buying as much the global gold demand also collapses. So you can see a very sharp move in gold that has come around. So India has taken two steps. One is of course to impose duties import duties up to 15% on gold which was nearly 6% earlier and they've also restricted imports more than 100 kgs by the authorized banks and participants at one go. So all this basically will mean that the global gold demand can also take a beating and that is what is getting reflected in the prices there also the the oil uh prices have suddenly started going up again today. So we are very near $110 once again. I think oil was also waiting last 2 days whether there will be some kind of a uh announcement from the US China meet but nothing really has come out conclusively there and oil has started to move up at $109.3 silver along with gold is crashing down - 6.88% 98% on silver and this is the worry that we have we went to 96.12 on the USD INR closed somewhere near 95.96 I think the RBI is allowing this to move north and not uh spending its reserves trying to defend any level so perhaps we will see more upside um before we see any downside heat map is mixed bag some uh recovery in IT stocks which were battered yesterday but lot of damage in uh banking steel uh and some infrastructs um Hindustan lever sunfarma bharti marauti titan coal india in forces and tcs with minor gains today and significant losses in hindalo in hal in ultra samco tatast several of them along with reliance sorry h is here h is in the nifty next 50 heat map HL minus 4.8% IOC BPCL Hindustan zinc so all these commodity rel stocks and defense stocks were beaten down semens also down 2.8% 8% DF root finance smash down. I think what is also happening is that there is a realization now coming in that rates are going to grow go higher because we are now uh you know the inflation has gone up please the wholesale inflation has gone up um and uh there is probably lesser and lesser room to do any rate cuts. the new Fed chief that has also come in is going to deal with you know 5% yields that are that are prevailing in the US and typically at those kind of yields what can you really do uh if you try to cut at those yields inflation will really go high um so they are also stuck between a uh rock and a hard place um movers of the day uh very big move in Solara So stock rally has come growth in revenues and operational performance to solar active pharma is up. Nazara tech is also up 13%. Uh there's some rumors of NIL Nikil Kamat upping the stake in a blog deal.

[00:06:29]So that's up 12.7%.

[00:06:31]Within the sectors you can see only 1.9% gain in media sector, 1.2% in IT sector, FMCG up half a percent. So basically sectors that were not really performing in the recent past have gone up today which clearly shows that the market trend was down but you know for consolation these defensives or or non-performing sectors were up the real game was happening in metals PSU banks real estate oil and gas defense all of them were down nearly 2% each over the last 1 month. Now we have a very mixed bag market where it has dropped 12%. PSU banks have dropped 9%. U pharma is up 10% and capital market is also up nearly 7%. So very uh varied market moves in different sectors have happened now in the last 1 month. Media led by Nazara sama sun tips and dvc media uh index metal index has been running very very hard. Uh so maybe it is uh a one-off selloff or perhaps it's a bearish engulf perhaps this is the end of this segment and we have to consolidate before the next move in copper Hindustan zing wellspun andal coco and national aluminium were some of the stocks that were hit previous session of US markets amazing run in Cisco 13% up Broadcom 5% Nvidia 4% the largest company in the world again uh service now and charter communication up nearly 4%. Uh US markets last night were rooting for the US China meet 7% odd gain S&P 500, Dow Jones, NASDAQ and Russell all put together. Uh but today perhaps we will have a real reality check there as well.

[00:08:24]The heat map on NASDAQ 100 heat map looks good. Nvidia, AVGO, Cisco, ARM, Valente, Microsoft all were gaining ground. Some losses in Qualcomm, uh MU, Intel, these stocks have been running very very hard in the recent times and Amazon, Google also lost some ground.

[00:08:47]In the other tweet of the day uh segment we have uh uh gold coming off as per u the international markets as well. This I have already talked about but what is happening is that uh the demand for gold from India is about 800 tons a year. The total supply of gold is about 3,000 odd tons a year. So we are a very significant demand player in the markets and anytime India demand will be restricted by duties or by any kind of quantity caps the world market will start to shiver. That's exactly what is happening uh in today's market. uh also this could be partly because the outcome of the US uh China meet has not resulted in any uh major shift in the stance towards the war. Um and that perhaps was one of the expectations of the commodities markets as well.

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[00:09:57]There'll be a video on the Q&A session of ask weekend investing round. The Ask Vinvest team also joins in that. Uh do watch out for that video. If you like our content, do give us a like. Do share this video with your friends and family and WhatsApp groups. And certainly do subscribe to our channel. I'll see you again. Bye.