UnderMarket Insights

Insights on stocks, capital markets & the macroeconomy beyond the headlines.

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[UnderMarket Insights @undermarket]

Memberships solve for prestige, while subscriptions solve for utility.

[Exencial Research Partners @exencial_RP]

Dubai Real Estate - What's really happening, and where it goes from here

Dubai just clocked $250B in real estate deals in 2025 its biggest year EVER.

Then an Iranian drone hit a residential tower.

Now everyone is asking the same question:

Is this a short-term wobble… or the beginning of the end of Brand Dubai?

(1/11)

[UnderMarket Insights @undermarket]

Do you remember when you joined X? I do! #MyXAnniversary

[Exencial Research Partners @exencial_RP]

🧵 Explained: Winners & Losers of Mexico’s New Tariff Shock and Why India Is Caught in the Crossfire

Mexico just announced one of its most aggressive trade moves in decades.
From Jan 1, 2026, tariffs of 5%–50% will hit 1,460 products from countries without an FTA.
India is one of the biggest casualties even though China is the real target.

#BilateralTrade #TradeTensions #EconomyNews

(1/23)

[UnderMarket Insights @undermarket]

Insightful Read

[Exencial Research Partners @exencial_RP]

🧵 Explained: Winners & Losers of Mexico’s New Tariff Shock and Why India Is Caught in the Crossfire

Mexico just announced one of its most aggressive trade moves in decades.
From Jan 1, 2026, tariffs of 5%–50% will hit 1,460 products from countries without an FTA.
India is one of the biggest casualties even though China is the real target.

#BilateralTrade #TradeTensions #EconomyNews

(1/23)

[Ishan Tanna 🇮🇳 @IshanTanna1]

Google is the leader in search. There really is no competition.

[Ishan Tanna 🇮🇳 @IshanTanna1]

Spotify will introduce a new feature: The Prompted Playlist.

You tell it what you want to hear and it will generate a playlist.

[UnderMarket Insights @undermarket]

@IshanTanna1 @himadrigroy Interesting Read!

[Ishan Tanna 🇮🇳 @IshanTanna1]

Came across a really thoughtful piece by @himadrigroy and it stuck with me.

Do credit rating changes actually predict stock returns or do they just confirm what prices already know?

He tested a market hunch many of us have had:

Thread 🧵

1/24

[UnderMarket Insights @undermarket]

Excellent Read!

[Ishan Tanna 🇮🇳 @IshanTanna1]

Came across a really thoughtful piece by @himadrigroy and it stuck with me.

Do credit rating changes actually predict stock returns or do they just confirm what prices already know?

He tested a market hunch many of us have had:

Thread 🧵

1/24

[Ishan Tanna 🇮🇳 @IshanTanna1]

FY25 Peer Comparison: Revenue, Margins & Valuations of Top Aerospace Engineering Companies

[Exencial Research Partners @exencial_RP]

Qatar Warns the World: “We Are Sleepwalking Into a 2030s LNG Crisis”

For years, the world believed that LNG would remain abundant and cheap. Prices cooled after the energy shock of 2021–22, new projects were announced everywhere, and policymakers assumed the worst was behind us.

But Qatar — the world’s lowest-cost #LNG producer and one of the most influential players in global gas — is now warning that this calm may be misleading. According to its energy minister Saad Al-Kaabi, the world is heading straight toward another supply crunch in the early to mid-2030s, bigger than anything seen before.

The surprising part?

Even though the world is building LNG plants at record speed today, Al-Kaabi says we are still not investing enough in actual gas production. And with AI-driven #electricity demand rising faster than anyone expected, the next crisis may already be forming quietly in the background.

This is not a marketing pitch.

This is Qatar — a country expanding LNG output on a historic scale — warning that even its own growth may not be enough.

Detailed Thread 🧵🧵

[UnderMarket Insights @undermarket]

Good read

[Exencial Research Partners @exencial_RP]

Qatar Warns the World: “We Are Sleepwalking Into a 2030s LNG Crisis”

For years, the world believed that LNG would remain abundant and cheap. Prices cooled after the energy shock of 2021–22, new projects were announced everywhere, and policymakers assumed the worst was behind us.

But Qatar — the world’s lowest-cost #LNG producer and one of the most influential players in global gas — is now warning that this calm may be misleading. According to its energy minister Saad Al-Kaabi, the world is heading straight toward another supply crunch in the early to mid-2030s, bigger than anything seen before.

The surprising part?

Even though the world is building LNG plants at record speed today, Al-Kaabi says we are still not investing enough in actual gas production. And with AI-driven #electricity demand rising faster than anyone expected, the next crisis may already be forming quietly in the background.

This is not a marketing pitch.

This is Qatar — a country expanding LNG output on a historic scale — warning that even its own growth may not be enough.

Detailed Thread 🧵🧵

[Ishan Tanna 🇮🇳 @IshanTanna1]

Global energy consumption has surged by almost 60% since 2000, and China alone accounts for more than half of that growth.

Looking ahead, the driving force behind new demand will shift, with India and Southeast Asian economies emerging as the next big contributors.

[Ishan Tanna 🇮🇳 @IshanTanna1]

Surprise!

2026: The Year China Enters the AI Chip Big League

[UnderMarket Insights @undermarket]

8/
📍 The merger consolidates premium assets under one listed platform. Focus now shifts to execution, cash flows, and delivery of ongoing projects.

$HUBTOWN

[UnderMarket Insights @undermarket]

1/
🚨 Hubtown Ltd announces merger of promoter-owned real estate assets — 25 South & 25 Downtown — into the listed company. A key structural move for the group.

[UnderMarket Insights @undermarket]

7/
🧾 Hubtown follows a conservative accounting policy—revenue recognized only on possession. P&L impact expected as key projects near completion.