Top Tweets for #cnbcaccess
💥 A ₹2.5 lakh crore #LoanBook is suddenly under a regulatory cloud.
🏦 The #RBI’s proposed curbs on #RevolvingCredit could reshape how #NBFCs lend, with #MSMEs among those likely to feel the impact.
🔒 In this #CNBCAccess story, @imFmoharkan looks at the @RBI's concerns, the industry’s pushback and what’s at stake for shadow banks.
https://t.co/IkoIkchd4S
India’s regional jet opportunity is taking shape, but building the #Aircraft is only part of the challenge. The bigger test is creating the #SupplyChain, MRO network and #Certification ecosystem needed to make it viable.
In this #CNBCAccess article, @spandey16 examines whether #India can build a 70–90-seat regional aircraft industry and what it would take to make the model work.
https://t.co/AZQaJCZTs0
🏢 Who will succeed #NChandrasekaran at #TataSons? The answer may have to wait.
In this #CNBCAccess article, @_RituSingh reports that the succession process is caught in a governance maze, with restrictions on the #SirRatanTataTrust creating hurdles in forming the selection committee.
https://t.co/MxlSoTamrp
💊 #Merck’s #Keytruda patent cliff may not be as big a threat as feared.
In this #CNBCAccess article, @LizKNapolitano reports that #MorganStanley has upgraded Merck to Overweight and raised its price target to $179 from $116, citing the company’s strong drug pipeline.
https://t.co/VEpBbFEpFV
📈 Could the next big opportunity in Indian equities lie outside the #Nifty50?
In this #CNBCAccess article, @iyer_sriram looks at #NiftySmallcap250 nearing its previous peak after a 21-month correction, and whether history points to another strong run ahead.
With nearly ₹48,500 crore flowing into mid- and small-cap funds in the first four months of FY27, is the next opportunity beyond the blue chips?
https://t.co/a9vU0Rjes8
⚖️ Does assembling imported machine parts amount to “#manufacturing”, and attract #ExciseDuty?
In this #CNBCAccess analysis, S Murlidharan examines the #SupremeCourt’s Xerox India ruling, along with key verdicts on cruise operators’ taxation and non-compete fees.
https://t.co/2nueNADH2I
🚨 What if rising #Bond yields, not #AI itself, are what finally test the AI trade?
📈 In this #CNBCAccess analysis, @alex_harring looks at how surging yields could pressure AI stocks whose valuations depend on earnings expected years from now.
💰 With the US 30-year #Treasury yield above 5.33%, could higher borrowing costs put the brakes on the AI #Investment boom? Or will strong earnings growth prove enough to keep the AI trade alive?
https://t.co/BU0PaFOHOi
📉 #Bitcoin has gone unusually quiet. History suggests that may not last.
🔍 In this #CNBCAccess report, @LeeYingShan reports on #Fundstrat’s view that Bitcoin could be due for a 30%+ move over the next two months as volatility sits near historic lows.
🤔 But which way?
https://t.co/2uI4JfLrkG
🏗️ #India’s government #Capex jumped 24% in Q1 FY27. But what’s behind the surge?
📊 In this #CNBCAccess analysis, @iyer_sriram breaks down where the government’s ₹3.07 lakh crore capex is going, and what the numbers could mean for #Growth.
🤔 Is the capex push as strong as it looks?
https://t.co/grNzzDPphf
#IndiaEconomy
⛏️ India’s #miningsector needs certainty — and the #MMRDAmendmentBill could be a step in that direction.
In this #CNBCAccess analysis, @pksatija, Co-Chair, #FICCI Mining Committee, explains how greater predictability in mineral levies could support investment, domestic supply chains and India's mineral security.
https://t.co/HzTYYxJosT
✈️ #India wants more regional flights. But where are the #Aircraft?
In this #CNBCAccess analysis, #Aviation expert @spandey16 explains why regional #Airlines are struggling to secure 70–90-seat turboprops, with long delivery queues and a premium on used aircraft.
The bigger challenge for #UDAN may no longer be routes or subsidies — it’s aircraft access.
https://t.co/gykQufuvqr
India’s #RetailInvestors are becoming the new shock absorbers for the #StocMarket. 📈
In this #CNBCAccess analysis, Manika Malhotra Jain and Prince Kumar Poddar examine how rising retail participation, #SIPs and #DII flows are helping Indian markets withstand sustained FII outflows.
But can domestic capital fully replace foreign money? Not yet. 🌏
https://t.co/5BfkKRjIAk
💰#JPMorgan could be on track to become the first $1 trillion bank, but could $2 trillion be next?
In this #CNBCAccess analysis, @LizKNapolitano looks at the tailwinds behind JPMorgan’s rise and why top analyst Mike Mayo sees another massive milestone ahead.
https://t.co/t6nNl3I7pr
🤖 #China’s AI story is entering a new phase, and #GoldmanSachs sees hardware exporters as the next potential winners.
In this #CNBCAccess analysis, @chengevelyn looks at the China stocks Goldman Sachs believes could benefit from the new wave of AI-related hardware exports.
https://t.co/fYNqGx3QKo
💰 India’s #credit cycle is picking up, but is it really a capex revival?
#NBFCs and #GoldLoans are leading the surge, even as housing and parts of infrastructure lag.
In this #CNBCAccess analysis, @_RituSingh and @imFmoharkan break down what’s driving the credit revival, and what the headline numbers may be missing.
https://t.co/tmjNZNtvad
🌍 Why are wars lasting longer despite unprecedented #military firepower?
From #Ukraine and the #MiddleEast to #Afghanistan and #Iraq, nuclear deterrence has not guaranteed quick or decisive victories.
In this #CNBCAccess analysis, former diplomat @aniltrigunayat examines why the era of short wars may be over, and what it means for #GlobalSecurity.
https://t.co/3glbMdUKdH
📉 #SouthKorea’s leverage bubble has burst. Could #India be the next market to face a retail leverage reckoning?
India’s MTF book has surged to ₹1.41 lakh crore, but its structure is very different from South Korea’s leveraged ETF-driven frenzy.
🔎 In this #CNBCAccess analysis, @hormaz_fatakia breaks down key differences & examines how exposed #DalalStreet really is.
https://t.co/hByYvqVi46
Proxy advisers are quietly becoming powerful players in India’s boardrooms.
In this #CNBCAccess article, V. Shunmugam explains how proxy advisers are influencing #shareholder votes, why India’s regulatory approach differs from the US, and where gaps in oversight remain.
Is India’s rulebook keeping up with their growing influence?
https://t.co/11jPuf5UJ1
🧭 #Tata’s next leadership transition raises a bigger question than who succeeds #NChandrasekaran: can the group build governance systems that remain stable when powerful stakeholders disagree?
In this #CNBCAccess opinion, corporate advisor and author @ssmumbai argues that #Tata needs stronger institutional guardrails around ownership, management, board independence and decision-making.
https://t.co/d7Rtfx1Sjg
Can the #US find an exit from a war with no clear winner, and what happens to #WestAsia if it can’t?
In this #CNBCAccess analysis, Retd Lt Gen @kamaldavar examines the continuing #US-#Israel conflict with #Iran, the #StraitofHormuz standoff, the rising economic costs and the shifting balance of power in the region.
Can the US secure an “honourable exit” and what role can #India play?
Read the full analysis👇
https://t.co/8x1JrY0fBG
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