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Welcome To This Site
On this site you will have glimpse in to our opinion post quarterly results for Nifty100 stocks universe. Our old blog address is http://www.krsnakhandelwal.wordpress.com which is since about 18 years. (Please pay attention to following : panch-tattva…some guidance Featured Friends, We cover stocks under Nifty100 and form an opinion. The results, whenever announced, are analyzed… Continue reading
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Energy Security and Manufacturing Efficiency
Energy security and manufacturing efficiency in India are not separate goals—they are two sides of the same coin.As India becomes more energy secure, it will naturally emerge as a more efficient manufacturer. But the reverse is equally true: the more efficient India becomes in manufacturing, the less energy it will need per unit of output—strengthening… Continue reading
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India and Gold
A Historical–Behavioral SummaryIndia’s relationship with gold has been remarkably consistent in preference, but highly variable in capacity.1. Civilizational Preference (Constant)For centuries, India has treated gold as:A store of wealthA symbol of security and statusA culturally embedded asset (weddings, inheritance, rituals) This preference has never materially weakened, regardless of economic conditions.2. Pre-colonial Phase: Natural AccumulatorStrong trade… Continue reading
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सेवक, स्वामी, और समाज
समाज का वास्तविक उत्थान केवल नियमों और कर्तव्यों के पालन से नहीं होता, बल्कि तब होता है जब हर व्यक्ति अपनी भूमिका से थोड़ा आगे बढ़कर देने की भावना रखता है। जब सेवक (या कर्मी) केवल अपने दायित्वों तक सीमित न रहकर अपने स्वामी (या संस्था/समाज) के लिए कुछ अतिरिक्त प्रयास करता है—ईमानदारी, लगन और… Continue reading
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Iran War and Impact on India
Here’s a hard-hitting, crisp version in your style:The Iran war will not create India’s defence export story—it will accelerate it.Modern wars are no longer inventory wars. They are consumption wars. Ammunition, drones, missiles—used in volumes never seen before.This changes everything.Nations now need production depth, not just military strength.India will have to build that capacity. And… Continue reading
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Gold Loans: An Eye-Opener Before You Pledge Your Gold
Gold loans look easy. Quick money, no sale of jewellery, and the comfort that “I will repay later.”But pause for a moment. When you take a gold loan at high prices, you are quietly taking a bet on two things: Both are uncertain. Gold prices have fallen sharply in the past—sometimes over 30%. If that… Continue reading
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PTQ3FY21…week ended 03/04/2026
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_ptq3fy21-share-7446163604460048384-WCWJ?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
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West Asian Conflict
While assessing the current war around Iran, it is important to first ask—what is this war really about?Is it to stop Iran from developing deadly weapons?Is it to punish Iran for its intent and actions against Israel and the United States?Is it to weaken or remove a fanatic regime?Or is it, as often alleged, about… Continue reading
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Oil Crisis and Rare Earths
When Iran threatens oil, the world panics.When China controls rare earths, the world stays calm.That is our blind spot.Oil shocks are loud—they hit prices, transport, and daily life instantly.Rare earth control is silent—it decides who will dominate technology, defence, and industry tomorrow.For India, the message is simple:If we secure oil, we manage the present.If we… Continue reading
Panch Tattva Wisdom 