Ansid Capital's Anurag Singh discusses the impact of low energy costs, particularly cheaper oil, on businesses, inflation, and emerging markets like India. He praises a decisive approach to nuclear proliferation, viewing it as positive for global peace and business. Singh also analyzes gold's ceiling and the dollar index's challenges, linking it to tariffs and China's treasury bond dumping.
Iran-Israel War Ceasefire Explained: A recent 12-day conflict between Israel and Iran, brokered by Qatar and hailed by Donald Trump, raises questions about its authenticity. Preceding the conflict, the U.S. significantly reduced its military presence at Al Udeid Air Base in Qatar. Iran's subsequent missile strike on the base resulted in no casualties. Trump then announced a ceasefire, hinting at prior knowledge.
Market expert Sunil Subramaniam says domestic liquidity is strong. Mutual fund flows are consistent. SIP book is at 26,000 crores. Fund managers have adequate liquidity tilted towards mid and smallcaps. FIIs are nervous due to the oil spike. Domestic fund managers are buying on dips. Geopolitical tensions create volatility. The market expects the situation to ease soon.
Indians are rethinking real estate investment. Fractional ownership is gaining traction. It allows investment in commercial properties with smaller budgets. Experts suggest it offers better diversification than traditional residential property. This is especially true for those with a Rs 50 lakh budget. NRIs and millennials are showing interest. Platforms offer easy management and tracking.
On the anniversary of the Air India Flight 182 bombing, leaders like Mark Carney and Pierre Poilievre expressed solidarity against terrorism. They remembered the victims of the Kanishka bombing.
Safe Enterprises Retail Fixtures Ltd (SERFL) is strategically expanding its manufacturing capabilities through IPO proceeds to meet growing demand and enhance productivity. The company aims to consolidate operations, boost capacity, and introduce innovative electrified shopfittings under the "Insync" brand.
NATO leaders are convening in The Hague amidst internal disagreements over defense spending targets, with Spain rejecting the proposed 5% GDP commitment. Trump's criticism of low-spending members like Spain and Canada adds to the tension.
ACME Solar share price: ACME Solar has secured Rs 1,072 crore in refinancing for its 250 MW Rajasthan project, lowering its debt cost to 8.5%. The move is part of a broader strategy to optimise capital structure, with analysts maintaining a Strong Buy rating on the stock.
