Nilabja Dey

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Nilabja Dey

Nilabja Dey

@Feluda71

Equity Investor for last 10 yrs, Follows Techno + Funda approach, I am not a SEBI registered RA

Bangalore Joined Mart 2010
466 Following322 Followers
Nilabja Dey
Nilabja Dey@Feluda71·
Iran- USA War I think , Brent oil top has achieved..unless another really bad surprise happened... Mkt is now pricing in de-escalation. Just see, even Strait blockade has been going on.+ Talks failed... Oil price did not cross 100 USD..now on a new decline.below 93 USD Hope, you are not still waiting for Market Correction and u hv stopped listening to media anchors.. Smart Money is accumulating Stocks already.. #nifty #IranWar‌ #oil #brent
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The Spectator Index
The Spectator Index@spectatorindex·
US and Iranian negotiating teams set to return to Islamabad, Pakistan, later this week according to Reuters report.
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Nilabja Dey
Nilabja Dey@Feluda71·
Iran-USA and Market One needs to optimistic on market. Below tweet, clearly shows, even on the slightest of good news, oil price will correct. Oi reached its top unless some catastrophic event happens. As per AP News, Iran and USA may go for 2nd meeting this week Key issue to be resolved USA asking for 20 yrs of moratorium on Nuclear Enrichment & Iran insisting on 5 I am sure, something good will happen any time Good news & good price will NOT come together. Yesterday, 13th , despite, talks failed on weekend , market recovered. Strong stocks were bought quickly #nifty #IranWar
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Craig Fuller 🛩🚛🚂⚓️
Craig Fuller 🛩🚛🚂⚓️@FreightAlley·
Most of the America oil & gas executives at conference last week I spoke with shrugged the current price as a short term development, as the market always finds a way. They spoke like it was almost a distraction to their long term plans. I expected them to be far more bullish, but as one veteran told me “I’ve doing this for decades. If this is the height of global pressure and the price is only $100, that feels like a top for us, not a base; the market will correct quickly.”
🚽 🤴JRR ToiletKing@toiletkingcap

lol it is absolutely blowing my mind that "the largest energy shock of all time" means nothing to the market. i understand it may not mean catastrophe if fixed quickly, but how in the world are indexes higher? please explain to me like im an absolute moron

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Nilabja Dey
Nilabja Dey@Feluda71·
Some good developments *SECOND ROUND OF U.S.-IRAN NEGOTIATIONS MAY BE SCHEDULED FOR NEXT THURSDAY - ASSOCIATED PRESS CITING U.S. OFFICIALS #nifty #IranWar‌
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Nilabja Dey
Nilabja Dey@Feluda71·
@sandipsabharwal Well, here is an article from Akash Prakash in BS , he is also voicing concerns repeatedly on 'lack of growth' and why FIIs r not investing in India We need to understand, he has ample skin in the game
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sandip sabharwal
sandip sabharwal@sandipsabharwal·
The Agenda is led by BrAndy Thukerjee . It is blatantly clear that he seems to have some sort of Anti India agenda. Finance Minister's retrograde policies do give them some fodder.
Samir Arora@Iamsamirarora

Anyone knows anything about Bloomberg having some problem in India with the system. Every day, these days, it religiously carries a negative story on India whether it makes sense or not, whether it is effectively a mish mash of previous stories or not. Most days it looks that a negative story on India is a non negotiable target for the Indian reporters.

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Nilabja Dey
Nilabja Dey@Feluda71·
Ujjivan's Universal Bank License rejected Mkt was expecting it for a long time..Setback for sure.. But Q4 numbers overall coming good , NPAs r coming down.Q4 Business update good, Secured Booking going up..CASA numbers r up.. #ujjivan #nifty
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zerohedge
zerohedge@zerohedge·
NEW YORK POST: IRANIAN OFFICIALS ARE STUDYING ABANDONING URANIUM ENRICHMENT AS A U.S. CONDITION FOR ENDING THE WAR
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Polymarket
Polymarket@Polymarket·
🚨 NEW POLYMARKET: Trump announces US blockade of Hormuz lifted by...? #3PRPcnaY" target="_blank" rel="nofollow noopener">polymarket.com/event/trump-an…
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Faytuks Network
Faytuks Network@FaytuksNetwork·
A second round of US-Iran talks could be held "within days," extension of the two-week ceasefire being discussed - WSJ
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Polymarket
Polymarket@Polymarket·
BREAKING: Saudi Arabia says its East-West pipeline has been restored to full capacity, bypassing the Strait of Hormuz.
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Nilabja Dey
Nilabja Dey@Feluda71·
@fordhsmith Yes, it's a little sticky business, given it's in Provider segment and also leveraging AI quite beautifully Better control on it's own platforms
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Ford Smith
Ford Smith@fordhsmith·
@Feluda71 Interesting how it’s holding strength while everything else is shaky, definitely one to keep an eye on 📈
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Nilabja Dey
Nilabja Dey@Feluda71·
Today'sGoodRead IKS Health - a comprehensive healthcare enablement platform, quite strong in 'Provider' segement, focussed on USA healthcare market IKS is one stock, remained strong despite bad market & accumulation going on Expected to post revenue of around 3300 Cr & 34% margin in FY 26E 'Jhunjhunwalas-backed IKS Looks to Acquire TruBridge for $600m' #IKS #Inventureknowledgesolutions #Nifty #IT #healthcare #USA
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zerohedge
zerohedge@zerohedge·
*IRAN IRGC SAYS HORMUZ OPEN FOR NON-MILITARY VESSELS: STATE TV
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IRAN'S PRESIDENT IN CALL WITH RUSSIAN COUNTERPART: IRAN IS READY FOR A 'BALANCED AND FAIR' AGREEMENT THAT ENSURES STABLE PEACE AND SECURITY - IRANIAN STATE MEDIA
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