VLuxe Investments

🤖 PM Modi’s Big Push for AI, Innovation & Deep Tech In his Independence Day address, PM Modi highlighted technology and innovation as key pillars of Viksit Bharat 2047: 👉🏻 1 crore youth to be trained in AI within one year 👉🏻 ₹1 lakh crore push supporting ideas, innovation & research 👉🏻 Focus on strengthening India’s domestic technology capabilities 👉🏻 Innovation positioned as a key driver of future economic growth 📌 Investment Themes: AI | Data Centres | Digital Infrastructure | Deep Tech | Electronics #ArtificialIntelligence #DataCenters #Technology #ViksitBharat #IndiaGrowth

🚀 PM Modi Outlines 7 Growth Engines for Viksit Bharat 2047 In his Independence Day address from the Red Fort, PM Modi unveiled “Shakti Ki Sapta Dhara” — seven pillars envisioned to power India’s long-term growth: 👉🏻 Manufacturing 👉🏻 Agriculture & Food Processing 👉🏻 Technology & Innovation 👉🏻 Gati Shakti & Infrastructure 👉🏻 Defence Manufacturing 👉🏻 Green & Blue Economy 👉🏻 India’s Soft Power 📌 Investment Themes: Manufacturing | Infra | Defence | Technology | Green Energy A broad roadmap towards scale, self-reliance & global competitiveness. #ViksitBharat #Manufacturing #Infrastructure #Defence #IndiaGrowth

🏦 PM Modi Sets Ambitious Targets for Global Indian Champions In his Independence Day address, PM Modi laid out a vision to significantly expand India’s corporate presence on the global stage: 👉🏻 50 Indian companies targeted in the Fortune 500 👉🏻 At least 1 Indian bank among the world’s Top 5 👉🏻 At least 1 Indian pharma company among global Top 5 👉🏻 Push for Indian companies to achieve global scale & competitiveness 📌 Investment Themes: Banking | Pharma | Manufacturing #Banking #Pharma #Manufacturing #ViksitBharat #IndiaGrowth

🇮🇳 PM Modi’s Big Semiconductor & Nuclear Push In his Independence Day address from the Red Fort, PM Narendra Modi outlined major targets under the Viksit Bharat 2047 roadmap: 👉🏻 5–8 additional semiconductor plants expected to come up 👉🏻 3 semiconductor plants have already started production 👉🏻 5 new nuclear reactors targeted within this decade 👉🏻 100 GW nuclear power capacity targeted by 2047 📌 Investment Themes: Semiconductors | Electronics | Nuclear Power | Capital Goods | Power Equipment #Semiconductors #NuclearEnergy #MakeInIndia #ViksitBharat #IndiaGrowth

Happy Independence Day 🇮🇳

🚀 Reliance Industries & Rolls-Royce plan partnership to develop indigenous AMCA fighter jet engine in India 👉🏻 Scope: Design, development, manufacturing & delivery of AMCA combat engine 👉🏻 Partnership: Reliance to combine manufacturing scale with Rolls-Royce propulsion expertise 👉🏻 New Facility: Exploring dedicated Aerospace Gas Turbine Complex in India 👉🏻 Capability: End-to-end engine design, testing, production & through-life support 👉🏻 Expansion: Alliance may extend into defence, civil aerospace & propulsion systems #RELIANCE #RollsRoyce #AMCA #Defence #Aerospace

💼 Bulk & Block Deals: Indigo Paints, LEAP India, Menon Bearings & WeWork India 👉🏻 Indigo Paints: HDFC MF bought 1.22% stake for ₹68.2 Cr 👉🏻 LEAP India: Smallcap World Fund bought 2.01%; Habrok India 1.07%; Prudential Assurance 1.26% 👉🏻 Menon Bearings: Persistence Capital Fund I bought 1.56%; promoters sold 1.77% combined 👉🏻 Rolex Rings: Mirae Asset MF bought 0.34% for ₹16.6 Cr 👉🏻 Sudarshan Chemical: Pradeep & Rahul Rathi sold 1.85% combined for ₹148.2 Cr 👉🏻 WeWork India: 1 Ariel Way Tenant sold 2.53% for ₹244.1 Cr; ICICI Pru MF bought 1.03% 👉🏻 FlySBS Aviation: Seema Dilip Vora bought 0.76% stake 👉🏻 OBSC Perfection: Stellar Wealth Partners India Fund I bought 0.54% #BulkDeals #INDIGOPNTS #LEAPIND #MENONBE #WEWORK #BlockDeals

📊 Nifty 50 falls 0.83% this week to close below 24,400 👉🏻 DII: Net bought ₹9,285.63 Cr during the week 👉🏻 FII: Net bought ₹1,228.24 Cr 👉🏻 Combined Flows: Net buying of ₹10,513.87 Cr 👉🏻 Nifty50: Ended at 24,366, down 0.83% for the week #NIFTY50 #FII #DII #IndianMarkets #MarketFlows

FII/DII (14th Aug) News: @VLuxeLive IG: https://instagram.com/vluxeinvests

#KMEW

Knowledge Marine & Engineering Works Ltd 👉🏻 Board approved a 1:5 stock split #KMEW

IZMO Ltd #IZMO

Prakash Pipes Ltd #PPL

#Corporate #Announcements: Summary (14th August)

Bharat Dynamics Ltd #BDL

KMC Speciality Hospitals (India) Ltd #KMCSHIL

Donear Industries Ltd #DONEAR

Cholamandalam Financial Holdings Ltd #CHOLAHLDNG