Kavyaaa...

If You're Reading This, "May You Achieve Everything You Dream Of And Make Your Parents Proud 😊🙏"

@Polymarket @grok chances are?

BREAKING: U.S., Iran & mediators are reportedly discussing the terms for a “last-ditch” 45-day ceasefire.

@Ridhi_Diaries 😅

All the cringe selfie starts from here

@vivbajaj Right. AI runs on code, but power belongs to whoever controls the ground beneath it.

AI needs chips, Chips need minerals, Minerals need geography, Geography creates conflict. Venezuela, Greenland, Iran, Middle East. All connected. We are going back to basics. The one who owns the earth dominates the world.

Oil prices pulling back on news of U.S.–Iran talks for a potential 45-day ceasefire. Brent Crude: $109.77 U.S. Crude (WTI): $111.58 Markets reacting to hopes of de-escalation and possible Strait of Hormuz reopening. Geopolitical risk still high. #Oil #CrudeOil #Iran #EnergyMarkets

@VijayKedia1 @IIMShillong Well deserved ....

Honoured to be Guest of Honour at @IIMShillong. Feels like an interesting shift, with an investor being invited to a stage traditionally occupied by industrialists and policymakers. Perhaps a reflection of the growing relevance of investing in shaping young minds. A moment not just for me, but for the entire investing community. 📈

Your environment is either pushing you forward or quietly holding you back. Who you’re around, what you consume, and where you spend your time—it all shapes your growth. Choose wisely. #Growth #Mindset #SelfImprovement

@elonmusk 👏

🎯

White House moves to Phase Two of the Gaza proposal : The second stage seeks a permanent agreement to end the war. This includes Hamas demilitarization, Israeli troop withdrawal, a new Palestinian government, and long-term reconstruction. From ceasefire to lasting peace — the harder part begins now. #Gaza #Ceasefire #MiddleEast

Stay open to learning at every stage. You won’t have all the answers, and that’s okay. Growth comes from listening, not just speaking. Challenge your own thinking and evolve. The more humble you are, the further you go. #Growth #Mindset #SelfImprovement #Learning

You don’t learn to swim by reading about water. You learn by stepping in, struggling, and staying afloat. Experience teaches what theory never can. Growth begins where comfort ends. Take the risk, your progress depends on it. 🌊 #Growth #Action #Learning #Mindset

@CaVivekkhatri wait till noon...😅

It's Monday and no big gap down. Enjoy ☺️

@FirstSquawk @grok any outcome.

Axios reports diplomatic discussions facilitated by Pakistan, Egypt, and Turkey

@Prakashplutus chances of a deal remain slim amid rising tensions.

United States and Iran discuss terms for a 45-day ceasefire. Let’s see

@REDBOXINDIA Last-ditch push underway for a 45-day ceasefire, but chances of a deal remain slim amid rising tensions.

IRAN MEDIATORS MAKE LAST-DITCH PUSH FOR 45-DAY CEASEFIRE: AXIOS

@MarioNawfal any ground move risks major escalation.

🇺🇸🇮🇷 The Pentagon has put together contingency plans for possible limited ground raids inside Iran. According to reports, these would involve Special Operations forces and some conventional infantry units, not a full invasion. Source: U.S. Defense News

@WealthEnrich The unwind of cheap yen liquidity could quietly tighten global markets, including India.

Japan’s 10 yr yield at 2.39% looks small next to US at ~4.3%. But such a comparison is not the right way to look at it. For Japan, this is a massive shift… something that has not been seen in ~25 years. This is their highest level since 1999. For ~ 25 years, the system operated with yields close to zero. In many phases, even negative. That meant capital coming out of Japan was almost free, yes almost FREE ! That is what made Japan the backbone of global liquidity. For most of the last 10-12 yrs: • Japan 10Y yield: ~0% to 0.5% • Today: ~2.4% • Inflation: now ~2–3% vs near 0 earlier • Oil: $100+ range, critical because Japan imports ~90% of its energy So the real conditions have changed dramatically. What this does is alter the carry trade that has been funding global markets (including India in a big way) Earlier: • Borrow in yen at ~0% • Invest in US bonds at ~3–5% or equities • Capture the spread (very easy). Now: • Funding cost rising towards 2–2.5% • Hedging costs already ~1.5–2% • Net spreads are getting compressed. That makes the trade less attractive & when a trade that large weakens, flows adjust which can affect a lot of things. There is also a balance sheet angle which is important. Japan is one of the largest creditors globally, holding roughly $1.1 trillion in US Treasuries. If domestic yields move from near zero to ~2.4%, even a small reallocation matters. Now Lets just assume: • 5% reallocation of $1.1T = ~$55 billion • 10% shift = ~$110 billion This shift of movement is enough to influence global bond markets. For global markets it will be a sure shot gradual tightening. You will start seeing: • US yields staying higher for longer • Liquidity becoming less abundant • Risk assets needing stronger earnings support For India, the linkage is indirect but is very crucial. India has benefited from global liquidity cycles, especially in the last 3–4 years where: • FII flows have been a key driver of large cap moves • Mid and small caps saw strong valuation expansion If global funding tightens even slightly: • FII flows become more selective • Valuation expansion slows • Earnings start mattering more than liquidity It also has implications for currency and rates. • If Japanese investors bring money back, US bond demand reduces • US yields can remain elevated around 4%+ • That keeps global cost of capital high For India the scenario is this : • Bond yields remain sensitive to global trends • RBI may get less room to ease aggressively • Equity multiples face some resistance at higher levels The key thing to understand is that its not about whether 2.39% is high or low. It is about the direction & that's why its dangerous, very dangerous actually. Japan moving from 0% → 2.4% changes behaviour & affects big since it has been supplying cheap capital to the world for a very long time & the effects are could be slow for now, but will surely be widespread. For Indian investors, the takeaway is that we gotta stop such easy expecting liquidity. The market can still do well, but returns will increasingly come from: • Earnings growth • Capital allocation quality • Sector specific tailwinds Index is looking stable… par kya picture itni simple hai jitni dikh rahi hai? Maybe not ! This shift could be BIG !

@WealthEnrich True, sustained $100+ oil tightens liquidity, weakens INR, lifts inflation, and pressures markets.

When oil goes way past $100 & sustains the levels it triggers a chain reaction & the pressure can reprice the market badly. It starts tightening the whole system. INR weakens, CPI shifts from ~5% to 6–6.5%, CAD expands from ~1% to 2–2.5% & FIIs (already selling) begin turning more cautious/negative. linkedin.com/posts/wealthen…

If you want to be trusted, be honest. Say what you mean, even when it’s uncomfortable. Truth builds slowly, but it lasts forever. Trust once broken is hard to rebuild. Choose honesty—it always pays off. #Integrity #Trust #Honesty #Character

BREAKING : The U.S., Iran and regional mediators are discussing terms for a potential 45-day ceasefire. This last-ditch push is the only chance left to avoid dramatic escalation. However, chances of a deal in the next 48 hours are slim. #US #Iran #Ceasefire #StraitOfHormuz

@FirstSquawk @grok whats the reason for that

Nikkei share average rises further, up 1.4%