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Glad to be featured in @ndtv, sharing my views on how developments around the US-Iran deal could impact India's economy through oil prices, inflation, and the rupee. In an interconnected world, geopolitical events often have far-reaching economic consequences. 🔗 tinyurl.com/2zc3zkck #Economy #CapitalMarkets #OilPrices #Inflation #NDTV #MarketInsights

Featured in @livemint, sharing my views on how large IPOs such as NSE and Jio Platforms could influence liquidity dynamics in the Indian stock market. 🔗 tinyurl.com/yu98pbp5 #IPO #NSEIPO #JioPlatforms #CapitalMarkets #Investing #MarketInsights

Plot twist: this isn’t a telecom IPO. Patents across 4G→6G + AI. 40% of staff in deep tech. A Made-in-India 5G stack now going global. Source: moneycontrol

The best part? Nobody’s selling. Meta, Google, KKR, Silver Lake, the big funds — every 2020 backer is staying in. ₹27,500 cr of the raise goes straight to clearing debt. That’s belief, not an exit. 💪

India’s biggest IPO. Ever. Jio Platforms just filed its DRHP — a fresh issue of 270mn shares, ~2.9% of the company. Zero OFS. Nobody’s cashing out. Every rupee goes IN. Reliance’s first IPO since 2008. Buckle up.

4 days to go...Bankex. Focused IT & Sensex Future & Options is going to expire on Thursday 25th June, 2026... Plan your trades accordingly.. #BSEFOCUSEDIT #BSEBANKEX #BSESENSEX

SpaceX just passed Amazon and hit a $2.75T valuation after 3 straight green days — 54% above IPO. It is now the 5th biggest stock in the WORLD. #SpaceX #ElonMusk

Everyone's glued to the Vedanta demerger. Meanwhile the other Anil Agarwal stock quietly ran ~530% in 2026. 📈 Sterlite Technologies (STL) got re-rated from "optical fibre maker" to AI data-centre infra after a ~$1.1bn US hyperscaler order. Source: moneycontrol #Vedanta

The biggest takeaway? Markets don't just react to earnings or RBI decisions. Sometimes, a geopolitical event thousands of kilometres away can create or erase billions in wealth overnight. Because markets don't just price companies, they price UNCERTAINTY. #USIranPeace

Lower oil prices can ease inflation, reduce pressure on the rupee, improve India's trade balance, and lower costs for businesses across sectors. For investors, that's good news.

A US-Iran peace deal sent Indian markets soaring today. Sensex jumped 1,100+ points and investors gained nearly ₹8 lakh crore in a single session. But why did a diplomatic agreement thousands of kilometres away move Indian markets so much?

Final takeaway: Today = relief. Tomorrow = data dependent. If inflation keeps rising, future rate hikes can't be ruled out. This policy looks more like a pause than a pivot. Do you think the RBI stays on hold for the rest of 2026, or do we see a rate hike later this year?

What does this mean for markets? Stable rates mean borrowing costs remain unchanged, which is generally supportive for: * Banks * Realty * Auto * Consumption stocks But inflation remains the key risk to watch.

No rate hike. No rate cut. But the RBI still sent a strong signal. The repo rate stays unchanged at 5.25%. That means loans don't get costlier—for now.

Ahead of its IPO, Zepto disclosed that its co-founders received ED summons in April under FEMA proceedings. The inquiry sought information on foreign investments, financials, ownership structure, and more. Does this change your view on the IPO? #ZeptoIPO #MarketTrends

Why did South Korea's market lose nearly 10% in a week? Investors expected stronger AI growth signals from Broadcom. When that didn't happen, AI stocks sold off globally. Samsung 18% ⬇️ SK Hynix 19% ⬇️ South Korea's market cap fell to about $4.5T. #Markets #AI

India has reclaimed the 6th spot in global market-cap rankings. A nearly 10% drop in South Korea's market value pushed its market cap down to $4.5T, while India's held steady at $4.84T. But- Is India getting stronger, or are global markets getting weaker? #India #Markets