@Ajay_Bagga I think this is a small cycle of rate hike , only 1 rate hike today and there wont be any rate hike in FY27 , assumption is post US mid term war will end..
@AnilSinghvi_
Brent crude slipping below $100/barrel and U.S. bond yields stabilizing are broadly seen as positive signals for Indian markets, though the relief may be tactical rather than structural.
@latha_venkatesh@vivbajaj@feroze_azeez@CathieDWood
Scott Bessent, has stated that the U.S. government’s rising debt load can be tamed with prudent fiscal discipline and stronger economic growth. Speaking on current market concerns, Bessent emphasized that while debt‑to‑GDP ratios have surged, targeted reforms and efficient capital allocation could stabilize long‑term obligations. His remarks come amid heightened debate over deficits, bond yields, and inflation risks, with analysts divided on whether policy adjustments can offset structural spending pressures in the years ahead.
@Ajay_Bagga@latha_venkatesh@CNBCTV18Live
The Reserve Bank of India (RBI) has not “fixed” a 0.25% rate hike for tomorrow — policy decisions are only confirmed at the Monetary Policy Committee (MPC) meeting when the announcement is made.
@latha_venkatesh@CNBCTV18Live
Global oil prices slipped after Gulf crude exports through alternative routes surpassed pre‑war averages, reducing Iran’s leverage over the Strait of Hormuz. September shipments totaled 16.5 million barrels/day, with only 60% crossing Hormuz compared to 83% earlier. Saudi and UAE pipelines, alongside offshore transfers, now carry 40% of flows, supported by US naval escorts. While crude supply has stabilized, refinery bottlenecks keep diesel prices elevated, highlighting persistent fragility in refined product markets despite easing crude concerns.
@Ajay_Bagga@CNBCTV18Live@TheNavroopSingh
Iran’s leverage over the Strait of Hormuz is weakening as Gulf exporters increasingly bypass the chokepoint, with crude flows recovering to near pre‑war levels despite ongoing conflict. This shift reduces Tehran’s ability to disrupt global oil markets, though risks remain.
@CNBCTV18Live@AnilSinghvi_@_anujsinghal@Ajay_Bagga
Small-cap stocks in India are under pressure, and experts warn the correction could deepen rather than just pause. Elevated valuations, rising crude prices, and higher US bond yields are weighing on sentiment, though strong domestic growth indicators may cushion the downside.
@CNBCTV18Live@SunilBSinghania@connectgurmeet
US bond yields have not definitively topped out yet — the 10‑year is at ~5.26% and the 30‑year at ~5.59%, both multi‑decade highs. Analysts warn that while valuations are becoming attractive, risks from energy prices, fiscal deficits, and term premium could still push yields higher in the near term.
@CNBCTV18Live@Ajay_Bagga
FMCG stocks like HUL and ITC are showing signs of resilience at current levels, with festive demand, cooling inflation, and strong cash flows acting as tailwinds. However, valuations differ sharply: ITC offers value and yield, while HUL trades at a premium for brand consistency and growth.
@CNBCTV18Live@connectgurmeet@blitzkreigm
Shah Rukh Khan, Ajay Devgn and Tiger Shroff sell Vimal Elaichi while Maharashtra bans Vimal Pan Masala. FDA says it is surrogate advertising. Fame cannot be a licence to push addiction. Tukaram Mundhe must impose the 10 lakh penalty and will not settle for celebrity apologies.