After 22nd July 2024, LTCG on foreign stocks is brought down to 12.5% with no indexation benefits.
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@rkirana
Two weeks back, I created a watch list of these stocks and shocked to see their daily explosive up movement. I have a few overlapping stocks mainly in technologies - ARM, AMD, NVDA, AVGO, AAPL, ALAB, IONQ and APP. But the ones which I donāt have are the ones that are moving up sharply. 
Could you provide short one or two line thesis on the stocks you have invested? Iām really curious. Thanks.
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I want an fixed income ETF that doesnāt pay dividends but reinvests its profits, so the ETF value keeps increasing. Is there any ETF like that? This is to save on 25% tax US deduct on dividends for non-residents (Indians here). Any information on this is helpful
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Perplexity says to go via UCITS Etfs which are Ireland based and is favorable for Indians investing in the US.
See this link ā https://www.perplexity.ai/search/want-an-fixed-income-etf-that-89gjQ4BvQsGqrxddbVK8EA
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If STCG is taxed at the applicable slab rate, can we open an account in our parentās name and trade through that. If their Profit/total salary is less that 12Lakh, I will pay 0 tax?
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Looks 2 good companies to buy for long term.
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Has anyone studied BWXT? It looks like a good company to invest. In nuclear power industry and getting into SMR too. Any opinion? Thanks.
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8 US stocks to investā¦
BWXT is a great company in the nuclear energy space with an established product line, growing revenues and improving profit margins. It is a virtual monopoly when it comes to US Navy (being the sole nuclear component supplier for its submarines and other portable nuclear-powered engines)
SMR on the other hand is a slightly risky bet considering it is pre-revenue and the small modular reactor space is unproven with the first installations expected to be fully operational by 2028. OKLO is a slightly better bet than SMR since Sam Altman used to be the chairman and has since stepped aside in April 2025 to avoid a conflict of interest as Oklo explores potential partnerships with OpenAI and other AI companies for clean energy supply agreements. Both SMR and OKLO have experienced significant price appreciation this year and are way overvalued. Let the buyer beware
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Broadcom and TSMC are no brainers in the AI space being the dominant market leaders along with ASML a monopoly as the only EUV lithography equipment manufacturer required by TSMC and other fabrication companies for making those cutting edge AI chips for NVIDIA and AMD. But once again all three are trading at historically high P/Eās. Let the buyer beware
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Cameco (CCJ) is probably the best nuclear energy bet and is an established Canadian power company with 2 huge upcoming nuclear power plants.
They own 49% of Westinghouse a nuclear tech giant that has vast experience in setting up large scale nuclear plants with the remaining 51% owned by Brookfield Renewable Partners (BEP). In the past 30 years US has only been able to build and run 2 giant nuclear power plants with both being built by Westinghouse
The last power plant Westinghouse tried to build endured a cost over run of 18 billion dollars and was 8 years delayed due to various permissions and storage and nuclear waste disposal hurdles causing the company to go bankrupt until they eventually got bought out in 2021 by CCJ and BEP. The other advantage CCJ has is that it owns and operates uranium mines, so no shortage of raw material and an added benefit of uranium prices going up yearly due to limited supply of uranium in the market and growing demand with so many nuclear plants coming up worldwide
Westinghouse has also been contracted by at least 10 European countries to set up large nuclear plants in their respective countries. So all in all, they are operating in an industry with tailwinds and a fairly large runway for growth ahead
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Is it BEP or BAM?
Parent company is Brookfield Corporation (BN), a diversified holding corporation with stakes in BAM and BEP. Brookfield Asset Management (BAM) manages assets across real estate, infrastructure and renewable energy. Brookfield Renewable Partners (BEP) is solely focused on renewable energy and directly owns 51% stake in Westinghouse while being a subsidiary of BAM.
BN gives you exposure to all assets owned by Brookfield, BAM gives you exposure to mostly real estate, infrastructure and renewable energy assets in the Brookfield portfolio whereas BEP is a pure renewable energy play with hydro, wind and nuclear energy portfolio. All 3 entities trade on the US Stock exchange
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BWXT has reported strong Q3 2025 results with an impressive order book of US$ 7.4 billion, yet its stock price is falling. Why is that?