Sidharth Acharya

Civil human being ;Public policy; Governance; Aficionado; Foreign affairs; Ecology; Wildlife; Constitution; Tourism; Quizzing; Nehru, Tharoor;

[infoindata @infoindata]

US–Israel strikes on Iran put the Strait of Hormuz at the center of global risk. Just 21 miles wide, it carries ~21 mb/d of oil, 20–25% of global seaborne trade, and a third of LNG. Many nations depend on it, and any further escalation could send fuel prices soaring worldwide.

[InvestyWise by Groww @Investywise]

Venezuela leads the world in proven oil reserves, holding nearly one-fifth of the global total.

[InvestyWise by Groww @Investywise]

China dominates the chokepoint of the global clean-energy supply chain.

[InvestyWise by Groww @Investywise]

Nearly 70% of the world’s 122.2 GW data centre capacity sits in China and the USA, with the US alone controlling 43.9%.

[InvestyWise by Groww @Investywise]

The US leads global oil production, followed by Saudi Arabia and Russia.

Shows how a small group of countries continues to dominate the world’s crude oil supply.

[InvestyWise by Groww @Investywise]

What top categories drive exports for China and India

[InvestyWise by Groww @Investywise]

Silver production is dominated by a small group of countries.

Mexico leads the pack, followed by China and Peru, highlighting how a few mining hubs control most of the world’s supply.

[Bajaj Broking @BajajBroking]

Silver Prices Have More Than Doubled in Six Months. Here Are the Global Leaders in Silver Reserves.

[MiningVisuals @MiningVisuals]

Greenland Mineral Map 🌎

Read the full article to learn more: https://t.co/4LnpDP7qAE

[Jack Prandelli @jackprandelli]

Chinese Port Expansion in Africa

Colonialism 2.0?

This map highlights China's extensive maritime footprint across Africa:

Chinese-financed, developed, or managed port projects (dozens across the continent, from Morocco to South Africa).

- Heavy concentration along West Africa (e.g., Nigeria, Ghana, Côte d'Ivoire, Sierra Leone) and East Africa (Kenya, Tanzania, Mozambique).

- Strategic presence in chokepoints: Suez approaches (Egypt), Bab el-Mandeb (Djibouti), and Mozambique Channel.

- Several countries (shaded pink) have multiple viable dual-use ports.

- Gray-shaded countries have ongoing Chinese port projects.

The map illustrates #China's growing network of commercial #ports with clear dual-use (civilian and military) potential, enhancing Beijing's logistical reach and influence across #Africa and key global shipping lanes.

[Sidharth Acharya @sidharth667]

@NEXTIAS_Delhi Lepakshi Temple, Andhra Pradesh

[Insights | Integration🖊️ @con_nectinder]

🚨Rare Earth Elements: Application, Major Deposits & Producers

[menaka doshi @menakadoshi]

It's a freebie epidemic across states. And it's telling on fiscal discipline.

Emkay chart 👇

[Sidharth Acharya @sidharth667]

@TPCentralOdisha Thank you to the team for the speedy resolution of the consumer complaint.

[Nakul Parashar @nakulparashar]

Here is the Anniversary Issue of VIGYAN 2047, a popular science monthly in English. Download your free copy from: https://t.co/04ZvmEFWkd
For your print copy, please subscribe annually @ Rs 600 through UPI at: schandra.sharma@okicici

[Sidharth Acharya @sidharth667]

@cricbuzz Faf Du Plessis
Ab De Villiers

[Sidharth Acharya @sidharth667]

@Rajmalhotrachd A

[Simon Kuestenmacher @simongerman600]

Can you even imagine a pre-tomato Italy?! Weird to think that the entire history of the Roman Empire was tomato-free. 🍅 🇮🇹 🚫

[Neil Borate @ActusDei]

Why are SIFs being launched?
I had the most frank conversation yet, with a fund manager. One sentence: To end arbitrage funds.

How? SIFs will aim to become arbitrage plus, if arbitrage gives 7%, they will aim for 10%. Read the full post & if you like it, reply SIF to join our WhatsApp community.

But how? One strategy that SBI AMC has outlined has an answer.

First, how do arbitrage funds work? Buy stocks, sell futures pocket the spread. You get returns which approx = interest rate.

SIF? Well one such SIF strategy will buy stocks & construct a band around it. Buy puts & sell calls. This cuts volatility close to arbitrage funds but returns can beat arbitrage. SBI is an example, others will soon follow suit.

Why? Because generally the market prices calls > puts & this strategy gives a positive fee income. As simple as that.

Aim is to first get family offices to move out of arbitrage & then the rest. One of the incumbent AMCs in arbitrage is so panicked, it has asked finmin to end the tax benefit of SIFs, the source says.

Doubtless, an interesting space to follow.

[Sidharth Acharya @sidharth667]

@ActusDei SIF