Not every day you get to stand across the CEOs of global airlines.
At the IATA annual summit in Rio, I spoke to some big names in aviation.
Each one had a different story on how the West Asia conflict hurt their operations, how they survived airspace closures and now what lies ahead.
Here's the full coverage 👇
https://t.co/bISdEohilz
The whole luxury car market in India is just 50k units
But Mercedes-Benz's top-end share is 25% vs 15% globally
That tells you about India's luxury buyer.
Mathias Geisen explains why India is one of their most fascinating markets
@_prashantnair@MercedesBenz
India. The next China for luxury autos?
Mercedes-Benz Board Member Mathias Geisen tells @_prashantnair — don't compare. India is its own story.
#TheGlobalReset@MercedesBenz
#NSEIPO | 🚨 EXPERTS ON CNBC-TV18: "#NSEIPO could trigger a massive wave of long-term global capital."
As anticipation builds, market leaders break down the valuation math and the institutional impact of India's premier exchange going public.
Attractive Entry?: At a ₹5 Lakh Crore valuation, NSE sits at a 15-20% discount to its peer BSE: Centrum Broking says
Derivative Regulations: "SEBI has been very clear that it has already done what needed to be done w.r.t derivatives." — Mrugank Paranjape
Stay tuned to CNBC-TV18 for continuous updates. 📺 #MarketsWithCNBCTV18 #NSE #IPO #Economy
A master class in what it will take to ‘power’ the AI wave with @Bloom_Energy KR Sridhar. A leap of faith 25 years ago to cater to the power demands of the ‘digital economy’ saw the rise of Bloom Energy but the current demand explosion is nothing like what he imagined. The market has voted with a massive surge in the stock over the year. Sridhar explains why electricity for AI will have to be on site & off grid and why India must learn from The hits & misses of the data Center build out in the US. With an order backlog of $20 billion, Sridhar is racing against his own timelines. Catch him on #VoicesFromTheValley @CNBCTV18Live@CNBCTV18News #Energy #DataCenter
Good morning !
Oil @ $78 as US & Iran sign MoU to end war, reopen SoH. Is the 'end of the Iran war' trade done ? Or is there more left?
Risk off in US as FOMC sounded hawkish overnight. Yields, USD higher. Nasdaq -1.3%..
#GIFTNIFTY#Nifty#BankNifty#Trump#IranWar#NSEIPO
FED OUTCOME – HAWKISH BEGINNINGS !
10 points.
1. Kevin Warsh’s first FOMC as Chair marked a clear hawkish shift.
2. Fed upgraded it’s inflation outlook (core PCE to 3.3%) & removed it’s easing bias
3. The dot plot skewed more restrictive, with 9 participants penciling in a 2026 hike & median no longer showing a 2026 cut
4. Of the 9 participants looking for a hike this year, three look for one hike, five for two hikes, one for three hikes. Only one participant is still looking for a cut
5. The post-meeting statement was trimmed down significantly
6. The forward guidance was dropped entirely, with the only thing close being a reference that: “The Committee will deliver price stability.”
7. Instead of answering any questions about the economy or monetary policy, Warsh announced the creation of five task forces to study various aspects of monetary policy
8. In the press conference, Chair Warsh gave no forward guidance
9. Warsh mostly dwelled on new chair topics, including his five task forces
10. They will deal with: (1) communications (2) the balance sheet (3) data gathering (4) productivity & jobs (5) inflation drivers
#GIFTNIFTY #Nifty #BankNifty #IranWar #Trump #FOMC #Rupee #India @CNBCTV18Live
“After roti, kapda & makan, it is about the gadi.”
@Raamdeo remains bullish on autos.
Tells @_prashantnair that FIIs may be selling largecaps, but mid-smallcaps have had the party.
His big call: large caps could be the next performers.
"Mumbai’s water reservoirs down to 10%.. Use the crisis as an opportunity to implement much needed change"
Niranjan Hiranandani of @HOHExclusive argues that Mumbai must go for the structural solution - recycle water at scale.
@N_Hiranandani points to Nagpur, where treated wastewater is sold to industries, turning sustainability into a revenue-generating model.
Do watch 👇 #Nifty #Monsoon #RealEstate #Mumbai
https://t.co/r8J5THwoVP
#CNBCTV18Exclusive | #NSE to file #IPO DRHP with #SEBI today, IPO size likely closer to 6%, sources say
Alert: LIC is the largest shareholder, and it won't be selling any stake
Oil -16% in 5 days to $79.
US/Iran details: Iran gets right to sell its Oil.
Nasdaq –1.15%. FOMC tonight - 1st under Kevin Warsh.
BMC imposes water cuts.
Nifty support 23,800, targets 24,088 & 24,482
Set-up @_prashantnair#GIFTNIFTY#BankNifty#Trump#IranWar#Coforge
IMPORTANT !
BMC is temporarily discontinuing water supply to construction sites
Approval for new water connections for construction sites temporarily suspended
BMC is temporarily discontinuing water supply to all swimming pools
20% water cut in industrial and commercial water usage
#Monsoon #MumbaiRains #RealEstate #Nifty #BankNifty
Skymet - 'The monsoon situation is now worrying'
Mr Sharma says that in June, rainfall deficit is 32%. To rise to 40% in another week. Thankfully June is only 15% of the monsoon (June-Sept).
Hopefully things improve as sowing hapens in 2nd half June & 1st half July.
#Nifty #BankNifty #Rains
https://t.co/SSy1mF5VfO
Excellent read.
"Even matters of war & peace are now about critical materials. The US-Ukraine Reconstruction Invst Fund gave Washington a stake in future revenue earned from Kyiv’s critical mineral reserves.."
https://t.co/b3LkDB4ew2
#OnCNBCTV18 | "The #monsoon situation is worrying now." 🌧️
#Skymet's GP Sharma weighs in on CNBC-TV18 about the stalling monsoon front. With June rainfall already 32% deficient & El Niño catching up, the crucial sowing window is facing major headwinds
Mumbai might have to wait up to 10 more days for its first proper monsoon showers
👇 #Weather #Monsoon #MumbaiRain #AgriBusiness
Good morning !
For banks & financials - Deposit costs falling.. For upto 1y CPs/CDs, rates down 60-70 bps from peak. On 3m, rates down 70-80 bps.
Lets hope monsoon rains are abundant when they arrive.
Lots of stocks in focus.. views👇
#GIFTNIFTY#Nifty#BankNifty#IranWar
Trump: "On Friday, it (SoH) will be completely opened”
US equities rally: S&P +1.7%, Nasdaq +3%.
Monsoon to become active over M'aha post June 20.
Nifty support 23,800. Target 24,088.
Set-up @_prashantnair#GIFTNIFTY#BankNifty#IranWar#Rupee#Sarvam#Coforge