Kishore Narne

831 posts

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Kishore Narne

Kishore Narne

@kishorenarne

Director and Head of Commodities and Currency , Global Equity Markets and GIFT City at Motilal Oswal. Expert on macro economy, currency and commodity markets

Mumbai, India Katılım Ekim 2009
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Kishore Narne
Kishore Narne@kishorenarne·
Gold hits an all time high and the chatter on where its headed is also at all time high Here’s my personal take on gold’s possible trajectory which everyone’s asking about. These are my personal views and not investment advice. A thread: #Gold #Macro #Investing #Commodities
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Kishore Narne
Kishore Narne@kishorenarne·
Women spend so much of their time showing up for others - their families, their colleagues, their communities but let’s also remind them it’s important to show up for yourself too. So, let's celebrate those moments when women choose themselves. #InvestInYourself💙
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Kishore Narne
Kishore Narne@kishorenarne·
It’s about taking time for yourself, without guilt. Saying no without explanations. Investing in something that’s yours.
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Kishore Narne
Kishore Narne@kishorenarne·
This Women’s Day, let’s shift the conversation. We often talk about empowering women to break barriers, do more and handle everything. But let’s not forget empowerment is also about the decision to stop handling everything and choose yourself.
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Kishore Narne
Kishore Narne@kishorenarne·
Market alert: Geopolitical shocks from US and Iran are rattling global trade. Oil: Brent Crude is set to gap up, eyeing $80–$90/bbl. Longer blockade of the Strait of Hormuz could push prices well past $100.
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Kishore Narne
Kishore Narne@kishorenarne·
In Episode 1 we go deep into the sovereign shield of gold, why central banks are dollarizing and what it means for your savings. When the rules change, those who adapt first win. Those who deny it get buried. Watch the full episode here: shorturl.at/LBOZn
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Kishore Narne
Kishore Narne@kishorenarne·
The world is splitting into commodity blocs and your investments are now hostages if they sit in the wrong one. This is “Commodities Decoded” series to break down on how you invest, hedge and allocate capital.
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Kishore Narne
Kishore Narne@kishorenarne·
Globalization was sold to us as efficiency. Turns out, it was concentrated risk. For 30 years, we were told that trade & "just-in-time" supply chains would create harmony. But then, Russia weaponized energy, China secured rare earths and the West froze $300 billion in reserves.
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Kishore Narne
Kishore Narne@kishorenarne·
Let’s continue to rise with the spirit of unity and progress as we celebrate our nation’s path to greatness. Here’s to a prosperous and powerful India and to each one of us playing our part in this incredible journey. Happy 77th Republic Day, India!
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Kishore Narne
Kishore Narne@kishorenarne·
At @MotilalOswalLtd, we’re proud to contribute to this national story, supporting both the financial markets and sectors like commodities that have a vital role in shaping India’s global future.
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Kishore Narne
Kishore Narne@kishorenarne·
On this Republic Day, #MotilalOswal reflects on India’s remarkable journey from the foundations of its Constitution to a confident, forward-looking generation.
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Kishore Narne
Kishore Narne@kishorenarne·
In trading, you can choose to sit on the sidelines. But in democracy, there is NO “Option” to stay at home if you want to secure your “Future”. Every ballot is a share in our city’s destiny. Don't let your "Option" expire worthless. Go out and vote!🗳️ #BMCGpolls #MumbaiVotes
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Kishore Narne
Kishore Narne@kishorenarne·
Think of it as the fundamental layer of our quality of life: First, Infrastructure & Roads: Our daily commute "transaction costs." Second, Sanitation & Security: The essential "operational stability" of our neighborhoods.
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Kishore Narne
Kishore Narne@kishorenarne·
Why the "Local Index" Matters Most. In the markets, we spend our days trading Futures and Options. We analyze trends and hedge our risks to secure a better tomorrow. Today, however, the most important "trade" isn't happening on a terminal. It’s happening at the polling booth.
Kishore Narne tweet media
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Kishore Narne
Kishore Narne@kishorenarne·
In 2026, write down your commodity exposure (direct + indirect) and define its role in one line. If it doesn’t have a clear job in your portfolio, it’s not an allocation. We invite you to explore the full report for detailed analysis - lnkd.in/dea_a5HA
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Kishore Narne
Kishore Narne@kishorenarne·
Underneath the price action sat the real drivers: structural supply constraints in metals and energy, policy transitions, elections, global trade realignments - the forces that create inflection points and they’re the forces that will shape the next phase of the commodity cycle.
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Kishore Narne
Kishore Narne@kishorenarne·
At the start of 2025, most of us were cautiously optimistic. By the end of the year, it turned into the most defining year for global commodities. From where I sit in commodities and currencies, 2025 reshaped how investors must think about this market.
Kishore Narne tweet media
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