๐ฎ๐ณ๐บ๐ธ Indiaโs bond yield gap with the US is narrowing sharply.
The shrinking spread, foreign investor selling and higher borrowing costs point to a changing global risk landscape for Indian debt.
Global debt issuance is set to cross 23% of world GDP in 2026.
Borrowing is rising while higher interest rates mean a growing share of future cash flows could go toward servicing existing debt.
#GlobalDebt#India#Economy#GlobalMarkets
๐ฎ๐ณ VISHWAGURUโS FOREIGN POLICY? ๐
๐ข๏ธ Russian crude shipments to India have dropped to their lowest level since April.
๐ฎ๐ถ๐ธ๐ฆ Indian refiners are increasingly turning to Iraq and Saudi Arabia to fill the gap.
๐ Is U.S. pressure beginning to reshape Indiaโs oil buying strategy?
๐จ TRUMP OPENS THE DOOR TO IRAN SANCTIONS RELIEF
๐บ๐ธ A White House official says President Trump is open to easing sanctions on Iran - but only in exchange for โconcrete progressโ on nuclear issues.
๐ A potential opening for a deal?
TACO๐ฎ๐ฎ
Trump says a record amount of oil moved through the Strait of Hormuz last night even more than before the war.
Bro is now using pre-war oil traffic as the scoreboard ๐ญ
Create the crisis. Beat the old number. Declare victory.
Who is actually holding up the Indian stock market right now?
1. FIIs net sold โน18,531 Cr in September.
2. DIIs absorbed the impact with โน52,617 Cr in inflows.
3. Domestic liquidity is a critical buffer against foreign outflows. ๐งพ
QUICK TAKE: Power Grid keeps stacking wins.
Annual transmission project worth โน430.67 Cr.
Watch for execution on its 9th TBCB project this fiscal
year. ๐ฆ๐
QUICK TAKE: Anant Raj is pivoting from real estate to a massive data centre play.
Target: 357 MW capacity by 2032 for ~โน9,598 Cr annual revenue.
Watch: Execution of the shift from internal cash flows ๐ผ
๐ THIS ONE IS HARD NOT TO LAUGH AT
Bloomberg reports Trump asked Zelenskyy to travel to Moscow for a meeting with Putin.
Zelenskyy reportedly refused.
Bro really said: **โMoscow? Yeahโฆ no.โ** ๐
SIGNIFICANT PREMIUMS IN INTERNATIONAL ETFS ๐
BSE warns investors of price decoupling.
Limited capacity blocks new unit creation.
Watch for potential price corrections and volatility