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Will the Burden of CAs Go Away?

Original: ๐Ÿ”ด Cas เฐชเฑ€เฐก เฐตเฐฆเฐฒเฐจเฑเฐ‚เฐฆเฐพ?

130.4K views ยท Sep 04, 2026 ยท 14:20 min ยท Watch on YouTube โ†—
Takeaway

Premium valuations in wires and cables deserve closer scrutiny as a well-funded competitor enters the market.

Summary

  • Comments from Federal Reserve officials suggesting no immediate need for a rate hike are linked to recovery in US and Indian equities and gold.
  • The host highlights upcoming US inflation data and the September Fed meeting as tests of those expectations.
  • UltraTech's reported entry into wires and cables under the UltraVolt brand pressures incumbents such as Polycab, RR Kabel and KEI.
  • Aditya Birla's distribution network and group raw-material capabilities could intensify competition and compress margins, particularly concerning when incumbent valuations are already high.
  • Renewed central-bank gold purchases are cited as a potential support for gold prices, with China and Poland highlighted.
Wires and CablesFederal ReserveGold
Original description
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๐Ÿ“Œ ๐๐ž๐ฌ๐ญ ๐“๐ž๐ซ๐ฆ & ๐‡๐ž๐š๐ฅ๐ญ๐ก ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž (๐’๐ฉ๐š๐ฆ-๐Ÿ๐ซ๐ž๐ž ๐€๐๐ฏ๐ข๐œ๐ž)
๐ƒ๐ข๐ญ๐ญ๐จ ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐Ÿ‘‰ https://ditto.sh/1bzezx

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๐–๐ก๐š๐ญ๐ฌ๐€๐ฉ๐ฉ ๐‚๐ก๐š๐ง๐ง๐ž๐ฅ ๐Ÿ‘‰ https://tinyurl.com/32cra3sc
๐†๐ž๐ญ ๐…๐ข๐ญ ๐…๐š๐ฆ๐ข๐ฅ๐ฒ (๐’๐ญ๐ซ๐š๐ฏ๐š) ๐Ÿ‘‰ https://strava.app.link/4U0TAr1zzTb

๐Ÿค ๐’๐ญ๐š๐ฒ ๐‚๐จ๐ง๐ง๐ž๐œ๐ญ๐ž๐ ๐–๐ข๐ญ๐ก ๐”๐ฌ
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Team Money Purse

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