Prakharr

Investor|Sharing Data| personal views not recommendations|Not Sebi registered.

[IMF @IMFNews]

Higher oil prices are contributing to a pickup in headline inflation. But medium-term expectations generally remain well anchored. That is an encouraging sign of confidence in central banks' commitment to price stability. Read @KGeorgieva's latest blog. https://t.co/BytwT1BWqA

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran says the US has agreed to pay $300 billion in reconstruction funds directly to Iran as part of the deal Pakistan announced, alongside the release of $24 billion in frozen funds with $12 billion released before negotiations even start, per Mehr News.

This directly contradicts Trump's & Vance's claim that no funds will be transferred to Iran at all.

If Trump denies this is true, there never was a deal. If Trump confirms, the US has fully capitulated to Iran's demands.

[Giovanni Staunovo🛢 @staunovo]

Fertilizer Ships Face Long Backlog Even If Hormuz Reopens https://t.co/2kCOPNyCNe

[Alasdair Macleod @MacleodFinance]

Central Bank Gold Purchases Have Increased 500% Since 2022! https://t.co/XQf11gD5Ne

[Bloomberg @business]

Billionaire Gautam Adani’s group has partnered with American engineering company Jabil to manufacture AI data center equipment in India as it seeks to capitalize on the country’s artificial intelligence buildout https://t.co/ul1PKm7bRY

[Prakharr @Prakharrmoney]

Russia Eyes India as Global Su-57 Manufacturing Hub https://t.co/RpJ4Pp9mRA

[ANI @ANI]

Israel's Minister of National Security, Itamar Ben-Gvir, tweets, "Trump's agreement does not bind us. Israel is not subject to the United States, and we are an independent and sovereign nation... Every time we succumbed to international pressure at the expense of Israel's security, we paid a blood price with interest. It was true in the Oslo Accords, it was true in the Lebanon agreement in 2006, and it was true in every period of containment in Gaza that exploded in our faces... We emphasise: We love the USA and are grateful to President Trump. And yet, the State of Israel is not a banana republic. I say these things to the Prime Minister all the time, and repeat them in closed rooms at every important historical juncture: In historical moments, a historical decision must be made... We must make it clear: Every launch of a drone, UAV, or missile toward Israel from Lebanon will lead to an Israeli strike in Dahiya..."

[Sidhant Sibal @sidhant]

India welcomes the understanding between US, Iran.

Indian PM Modi:

[Giovanni Staunovo🛢 @staunovo]

Iran has rejected a United States offer for unspecified financial benefits and intends to respond to Israel’s strike on Beirut soon, Channel 12 news reports.

US President Donald Trump’s administration is reportedly making intensive efforts to prevent a potential attack, as it seeks to sign an agreement with Iran in the coming hours.
https://t.co/5BuRLvT23b

[zerohedge @zerohedge]

US-Iran MoU Deal Signing 'Hours' Away As Pezeshkian Touts Acceptable, Positive Results For Iran https://t.co/pZIGeEC0sq

[Kalshi @Kalshi]

JUST IN: US-Iran deal not expected to be signed today

[Sidhant Sibal @sidhant]

Breaking: India's UPI to be expanded at Paris Airport, Nice

[Aravind @aravind]

Cancel the Quad. It's dead. The US has made it so.

India should start with IUS - India, UAE, Singapore to secure the Indian ocean from Hormuz to Malacca. That's all matters for India.

[Aravind @aravind]

Yes, we need to aim for the number 1 spot. But getting close to $1 trillion and doubling manufacturing output in just 10 years is something to be proud of for sure. Without positivity, there's no growth. Also, when China grew into a manufacturing giant nobody blackpilled it or sabotaged it as they do now and we tend to get programmed by them and attack ourselves.

[Aravind @aravind]

India enters the big 5 in manufacturing toppling South Korea. At current growth rates, even considering rupee depreciation, India will displace Japan to become the world's third largest manufacturer (> $1 trillion) by 2029.

Also,

1960: $3 billion -> 2015: $328 billion
2015: $328 billion -> 2025: $781 billion

So India has added as much in manufacturing in the last 10 years as it added in the last 70+ years.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump issues a statement on Israel's attack on Beirut this morning.

[Sidhant Sibal @sidhant]

India, France annouce economic security dialogue

[Prakharr @Prakharrmoney]

The global energy investment picture has decisively shifted toward renewables and electrification, with roughly two-thirds of new energy capital now flowing into clean-energy-related sectors."

[International Energy Agency @IEA]

Global energy spending is on track to reach $3.4 trillion in 2026

Around $2.2 trillion of this is set to go to grids, storage, low-emissions fuels, nuclear, renewables, efficiency & electrification

And about $1.2 trillion goes to oil, natural gas & coal: https://t.co/8IajZj1gIL