Arun Kejriwal

Independent public markets commentator. Sharing experience to inform and educate, not giving financial advice

[Arun Kejriwal @ArunKejriwal57]

I spoke with Sameer Attavar, CMD & Promoter of Vivid Electromech, a 30+ year maker of LV & MV electrical panels.

We discussed the manufacturing footprint, data centre opportunity, the Ambernath expansion and the IPO journey.

Watch: https://t.co/B1zIaXRgbq

[Arun Kejriwal @ArunKejriwal57]

I met Ambuj Jain and Anuj Jain of TNA Solutions, ahead of the company's SME IPO. Watch to understand TNA Solutions' home textiles business, export presence and expansion plans.
https://t.co/lfwOovKa73

#TNASolutions #TNASolutionsIPO #IPO #IndiaMarkets

[Arun Kejriwal @ArunKejriwal57]

Ahead of the A-One Steels IPO, I discussed the company's journey and business with Sandeep Kumar, Managing Director.

Watch the full conversation: https://t.co/QVoXkrtRNv

#AOneSteel #AOneSteelsIPO #IPO #IndiaMarketsA

[Arun Kejriwal @ArunKejriwal57]

NSE is a proxy play on India's GDP - that's the inherent stock exchange business.

The derivatives-heavy volume mix is the one concern. "Look at that part of the business as something akin to smoking - everybody knows it's bad, but a die-hard trader can never be corrected."

Quoted in @bsindia today: https://t.co/nWEqlCwqLD

#NSE #NSEIPO #IndiaMarkets

[Arun Kejriwal @ArunKejriwal57]

"On capital markets, you cannot but be optimistic." More issuances, more investing culture, more transactions mean more volume for exchanges.

Quoted in @FinancialExpress on the NSE IPO: https://t.co/cyVD9JOmqa

#NSE #NSEIPO #IndiaMarkets

[PSI Capital @psi_cap]

What is holding Gulf oil infrastructure together right now may simply be mutual self-preservation.

As long as everyone believes an attack on a major export terminal will be answered against their own critical infrastructure, restraint remains rational.

If that equilibrium breaks, the downside is nonlinear: one strike can trigger retaliation, then counter-retaliation, turning an already constrained oil market into one where physical supply starts disappearing very quickly.

This is the tail risk the market has to think about.

[Business Today @business_today]

Market Commentary Live: Arun Kejriwal On Nifty, Stocks & The Next Big Move
https://t.co/WwSxoCcRg1

[PSI Capital @psi_cap]

The recent deal and lower crude prices have created a sense of calm. But the underlying system is not yet sorted.
Shipping through the Strait of Hormuz has not returned to pre-war levels, and physical inventories in key markets continue to draw. The risk has reduced, but the structural pressures have not disappeared.
If crude prices rise again, the real question remains the same: who pays?

Full framework here:
https://t.co/IYf00Vp0Vz
#Hormuz #Oil #Geopolitics

[PSI Capital @psi_cap]

The Gold is yours only until its frozen !

A short explainer video on our article.

#gold #centralbanks

[PSI Capital @psi_cap]

The macroeconomic consensus on cobalt was completely wrong.

Everyone predicted a massive oversupply because of shifting battery chemistries and record DRC production.

But the market is still starved. Why?

Because the mine is NOT the supply. 👇

[PSI Capital @psi_cap]

Even as attacks and counter-strikes escalate, one fact remains unchanged:
Iran built a chokepoint authority.
The US escort plan collapsed in days.
The Saudis declined to help.
A chokepoint became an invoice.
The Persian Gulf Strait Authority is still fully operational — with its own logo, Vessel Information Declaration form, and reported tolls up to $2 million per transit.

Nothing has normalized yet . Understand why via the video

#Hormuz #Chokepoint #Oil #Geopolitics

[Arun Kejriwal @ArunKejriwal57]

Reactivating X after many years. Will start sharing market views on this channel regularly now.

[Arun Kejriwal @ArunKejriwal57]

Primary market scenario post April 2022 - https://t.co/Ea5IkmoZQP