Ishwar Kathed
@ishwar.7366
Ahmednagar
5+ Years of experience
SEBI Registration INH000024374
Trade Ideas
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Posts
shared an insight ⚡️ 1 hour ago
RBI NBFC Revolving Credit Plan Faces MSME Pushback
The Federation of Indian Micro and Small and Medium Enterprises (FISME) has raised concerns over the Reserve Bank of India’s proposal to prohibit NBFCs from offering revolving credit facilities, warning that a blanket ban could disrupt legitimate working-capital financing for MSMEs.
RBI’s draft Reserve Bank of India (Non-Banking Financial Companies – Credit Facilities) Amendment Directions, 2026 proposes that NBFCs should offer only credit products that are in the nature of term loans and should not provide revolving credit products. Stakeholders can submit feedback until August 28, 2026.
FISME Secretary General Anil Bhardwaj said concerns over indefinite rollovers, hidden borrower stress and risky app-based lending are understandable. However, he argued that productive working-capital finance for businesses is different from consumer revolving credit.
FISME has urged RBI to regulate risks through stronger underwriting, monitoring, transparent disclosures and data-governance requirements instead of imposing a blanket ban.
Stock Market Impact: The proposal could be negative for NBFCs with significant exposure to MSME and revolving working-capital loans, as they may face product restructuring, higher compliance costs and possible pressure on loan growth and fee income. NBFCs with diversified loan books and limited dependence on revolving credit may see relatively lower impact. MSME-focused lenders could remain under pressure until RBI clarifies the final framework.
The final RBI directions and any exemptions for genuine MSME working-capital facilities will be key factors for investors.
shared an insight ⚡️ 24th Aug
India’s ₹62,500 Crore Mobile Manufacturing Push
### India’s ₹62,500 Crore Mobile Manufacturing Push
India has notified the **₹62,500 crore Mobile Phone Manufacturing Scheme (MPMS)** to accelerate electronics manufacturing and strengthen its position as a global mobile manufacturing hub.
The scheme, announced by **MeitY**, will run for **five years from FY2026-27 to FY2030-31**. Its key objectives are to increase manufacturing scale, improve **Domestic Value Addition (DVA)**, deepen the domestic supply chain and enhance India’s technological capabilities.
The scheme has two segments:
* **TS1:** Incentives for mobile phone manufacturing.
* **TS2:** Support for Indian mobile phone brands to build technology, design, R&D and intellectual property capabilities.
During the scheme period, cumulative mobile phone production in India is expected to reach around **₹39 lakh crore**, along with a significant rise in exports. The initiative is also expected to create approximately **60,000 direct jobs**.
### Impact on Indian Stock Market
The announcement is **positive for the electronics manufacturing ecosystem**, particularly companies involved in mobile assembly, components, EMS, semiconductor-related supply chains, design and R&D. Higher domestic value addition could improve long-term margins and reduce dependence on imported components.
**Potential beneficiaries:** Dixon Technologies, Kaynes Technology, Amber Enterprises, Syrma SGS Technology and other companies linked to the electronics manufacturing supply chain.
Overall, MPMS could support **Make in India, exports, employment and technological sovereignty**, while creating a favourable long-term growth opportunity for India’s electronics manufacturing sector.
shared an insight ⚡️ 24th Aug
CII Welcomes Rupee-Based Export Settlement Reforms
The Confederation of Indian Industry (CII) has welcomed the DGFT’s amendment to the Foreign Trade Policy, making it easier for Indian exporters to invoice overseas transactions and receive payments in Indian rupees.
Under the revised framework, rupee export proceeds—except those involving Nepal and Bhutan—routed through approved banking channels will qualify for Foreign Trade Policy benefits and count toward fulfilment of export obligations, similar to realisations in foreign currencies.
CII National Committee on EXIM Chairman Sanjay Budhia said the move provides exporters with greater flexibility and certainty while supporting the government’s efforts to modernise and streamline India’s foreign trade ecosystem.
Impact on Indian Economy & Stock Market
The move could be positive for India’s exporters and the rupee, as greater acceptance of the Indian currency in international trade can reduce dependence on major foreign currencies and potentially lower currency-conversion and settlement risks.
Export-oriented sectors such as engineering goods, pharmaceuticals, textiles, chemicals, IT services and other merchandise exporters could benefit from increased flexibility in receiving payments.
For the Indian stock market, the development is structurally positive, particularly for companies with large export businesses. Wider rupee-based settlement could also support India’s long-term objective of rupee internationalisation and strengthen the country’s position in global trade.
However, the impact on individual companies will depend on the scale of their exports and their ability to adopt rupee-based settlement with overseas customers.
FAQ's
What are the top stock recommendations by Ishwar Kathed?
Ishwar Kathed regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Central Depository Services (India) Ltd (Bullish), Hyundai Motor India Ltd (Bullish) and Nippon Life India Asset Management (Bullish). Explore Ishwar Kathed's complete list of posts and trade views on their StockGro profile.
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You can follow Ishwar Kathed's latest investment insights, stock recommendations, and market analysis on StockGro App. Additionally, you can check their detailed stock analysis reports in the StockGro blog section.
What is Ishwar Kathed's investment strategy?
Ishwar Kathed follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
How long has Ishwar Kathed been a SEBI-registered Research Analyst (RA)?
Ishwar Kathed has been a SEBI-registered Research Analyst and have 5+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
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You can check Ishwar Kathed's past stock recommendations, success rate, and investment insights on their StockGro profile. Their historical stock picks reflect a track record of strategic investment decisions based on thorough research.
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For stock market guidance from Ishwar Kathed, you can connect through their StockGro profile. Some RAs may also provide personalized investment consultations based on their availability and SEBI regulations.
What is Ishwar Kathed's track record in predicting market movements?
Ishwar Kathed has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.
What is the SEBI Registration number for Ishwar Kathed?
Ishwar Kathed is a SEBI-registered Research Analyst with the SEBI Registration INH000024374. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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