Neeraj Bajpai

Editor, The N Show (TNS). Interests include Markets and Political Economy. Law.
Ex-Executive Editor, CNBC_Awaaz,
IIMC Delhi

[Neeraj Bajpai @NeerajCNBC]

Good morning.
-Asian market tumble
-Chip stocks extended their selloff
-Chinese chip maker CXMT jumped 466% on debut
-Nvidia fell 5% as circular-financing concerns
-Apple beats Nvidia in mcap
-A 3rd night without US strikes on Iran
-Brent oil slips to $87
https://t.co/bL1G0BpOhu

[Richa Pinto @richapintoi]

Maharashtra Food and Drug Administration (FDA) has suspended the FSSAI licences of five prominent Mumbai clubs after inspections found violations of food safety and hygiene norms. The action was part of a statewide enforcement drive carried out between July 24 and July 27.

The five establishments whose licences were suspended are The Cricket Club of India, RK Juhu Gymkhana, The Aparna Juhu Gymkhana, MIG Cricket Club and The Willingdon Sports Club.

[Neeraj Bajpai @NeerajCNBC]

Shares of SK Hynix plunge 10% as semiconductor selloff deepens

[Neeraj Bajpai @NeerajCNBC]

Citadel Securities Predicts Unexpected Fed Rate Hike This Week
Citadel Securities' macro head, Frank Fliat, forecasts a surprise 25-basis-point Fed rate hike this Wednesday. He says the move aligns with Chair Walsh’s focus on price stability and CFT objectives. The rate hike could signal the end of forward guidance. The swap market currently assigns a 40% probability to a hike this week and nearly prices in another before September.

[Neeraj Bajpai @NeerajCNBC]

@kothariabhishek @_sbisecurities There must be a bearer.

[Neeraj Bajpai @NeerajCNBC]

In this episode of The N Show, we take a deep dive into one of the most significant political developments in recent times—the rise of the Gen Z-led CJP Movement and what it reveals about the changing landscape of Indian politics.
The movement, sparked by concerns over NEET, examination reforms, and the future of education, has grown into something much larger than a student protest. It has raised important questions about governance, accountability, policymaking, youth aspirations, and the relationship between political leadership and India's youngest generation.
Joining us is researcher and political analyst Sajjan Kumar Singh, who offers a ground-level perspective on why this movement resonated across party lines, why it cannot be dismissed as a conventional political protest, and how it could reshape India's political narrative ahead of the coming years. @sajjanjnu
https://t.co/Yic9vehurr

[Neeraj Bajpai @NeerajCNBC]

Kalyan Krishnamurthy sees the opportunity as much bigger than any single format.

His focus is on building commerce for every Indian consumer by offering the right products, convenience, and value across different customer segments.

[Business Standard @bsindia]

#LunchWithBS | Over fruit and avocado on sourdough toast, @Flipkart CEO Kalyan Krishnamurthy (@_Kalyan_K) tells @nivmook & @UdishaSrivastav why delivering customer value continues to drive the company's growth and ambition.

Read here 👇
https://t.co/6NEGJe4ahB

[Neeraj Bajpai @NeerajCNBC]

Moody's said unprecedented AI spending threatens credit quality at Microsoft, Amazon, Alphabet, Meta, Oracle and CoreWeave, projecting group capex of $785 bn in 2026 and about $1tn in 2027.
https://t.co/cmAG7tDn6H

[Neeraj Bajpai @NeerajCNBC]

Good morning.
Brent oil prices fell to $92/bbl
US suspended strikes against Iran
US Fed meeting on Wednesday
South Korea raising minimum cash deposits for leveraged ETFs 
https://t.co/l9mFpDNSdj

[Neeraj Bajpai @NeerajCNBC]

In this episode of #TheNShow, market expert Sunil Subramaniam decoded the biggest risks facing Indian equities and what investors should watch in the coming weeks. @sunilsimplesens
https://t.co/hrgUhdaUJv

[Neeraj Bajpai @NeerajCNBC]

Nifty50 @ 23,767.
Look at the last weekly candle.

[Neeraj Bajpai @NeerajCNBC]

For the next fifteen days, pay attention to the Nifty Pharma Index.

[Neeraj Bajpai @NeerajCNBC]

Nifty Breaks 23,800: Financial Stocks Flash Red Signal | Market Next Week | #TheNShow
@5WavesOfficial
https://t.co/0nS5nowigD

[Neeraj Bajpai @NeerajCNBC]

Is a weak rupee really bad for India's economy? Or is it one of the biggest myths in economics?
In this exclusive episode of #TheNShow, Prof. Prasanna Tantri (ISB) decoded the truth behind the Indian Rupee, RBI's NRI deposit, foreign investments, exports, inflation, and whether India should actually prefer a gradually weaker Rupee. @TantriPrasanna
https://t.co/YmcM1ZysLL

[Reema Tendulkar @Reematendulkar]

Manipal Health Enterprises IPO — India's largest private hospital network to hit D-Street
Price band (Announced): ₹560-590
Issue size: ₹9,275 cr = Fresh ₹8,000 cr + OFS of Rs 1275 cr

Mkt cap Rs 77,707.2 cr ((Apollo H at 1.27 lk cr, Max at 1.05 lk cr))

Opens July 29, closes July 31

FY26: Revenue ₹10,336 cr (+25% YoY) | EBITDA margin 27% | PAT ₹917 cr

~70% of fresh issue repays Sahyadri acquisition debt
India's largest hospital network by bed capacity

Co has 49 hospitals, 13,037 licensed beds across 14 states/UTs as of March 31, 2026

#2 by revenue, but still less than half of Apollo
FY26 Revenue: Apollo ₹25,229 cr | Manipal ₹10,336 cr | Max ₹10,065 cr | Fortis ₹9,128 cr

#ManipalHospitals #IPOKYC #CNBCTV18 #CNBCTV18Market #Hospitals

[Neeraj Bajpai @NeerajCNBC]

Transrail Light
Board meeting on July 28, 2026, to consider QIP fundraising and FY27 interim dividend.

[Neeraj Bajpai @NeerajCNBC]

Akums subsidiary to acquire Oriflame India's manufacturing business for RS.56 crore by 31 August 2026.

[Neeraj Bajpai @NeerajCNBC]

The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 https://t.co/kzu2GuGXiT

[Neeraj Bajpai @NeerajCNBC]

Russian govt discussing an extension of the diesel fuel export ban for another month and the gasoline export ban for six months. (Media Reports)

[Neeraj Bajpai @NeerajCNBC]

#AdaniEnt
"We would like to categorically deny recent media reports and market speculation suggesting that the company is planning to launch an airline. The reports are entirely baseless and factually incorrect."
The company is not evaluating any proposal to enter the airline business.
@AdaniOnline