[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@exencial_RP](/creator/twitter/exencial_RP) "I.M.F. Raises Global Growth Outlook as the White House Eases Some Tariffs The IMF expects global growth of X% in 2024 higher than its earlier forecast of XXX% due to the Trump administration's easing of tariffs and renewed trade negotiations. U.S. and China Forecast Adjusted: U.S. growth: Projected at XXX% in 2024 slightly down from XXX% in 2023. Chinas forecast: Revised to XXX% down from X% but better than the previous X% estimate. Though tariffs are being relaxed the effective tariff rate in the U.S. is still high at XXXX% and uncertainties in trade policies continue to threaten global"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950520459067641885) 2025-07-30 11:34:51 UTC 7311 followers, XXX engagements "2/ Income Inequality Powers the Wealth Boom The top X% command XX% of incomes and XX% of financial assets. Despite a $3k per capita income India ranks #3 in billionaires #4 in people with $10Mn+ net worth"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1948268632649220423) 2025-07-24 06:26:53 UTC 7304 followers, XXX engagements "UK has much to learn from Indias UPI digital payments network India's UPI network now processes XXX million transactions a day surpassing Visa in scale and positioning India as a global leader in real-time digital payments. UPI has driven financial inclusion across urban and rural India with over XX% of Indians now having a bank accountup from just XX% in 2011 according to the World Bank. The rise of UPI has encouraged Indians to move money from savings into investment products with more than XXX million new investment accounts opened in the past five years. Indian retail investors have"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950082613198086414) 2025-07-29 06:35:00 UTC 7303 followers, XXX engagements "Dhampur Bio Organics Limited Q1 FY26 Investor Presentation Sugar Industry Outlook"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950240906193621421) 2025-07-29 17:04:00 UTC 7312 followers, XXX engagements "2 Short-Term Interest Rates Down The Weighted Average Call Rate (WACR) dropped to XXXX% (July XX 2025) now XX bps below the repo rate following three successive repo cuts by the RBI"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950096825274294604) 2025-07-29 07:31:28 UTC 7304 followers, XX engagements "Emerging Markets are the Front-runners in CBDC Development"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950510434945032550) 2025-07-30 10:55:01 UTC 7307 followers, XX engagements "KPIT Technologies Limited Q1 FY26 Investor Presentation"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950549444841349156) 2025-07-30 13:30:01 UTC 7311 followers, XXX engagements "Credit-to-Deposit (CD) Ratio Increases Marginally Yet Remains Below XX% Incl. Merger Impact"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950096828369949060) 2025-07-29 07:31:29 UTC 7304 followers, XX engagements "Nuvama Nifty Indices Sept 2025 Rejig: Make way for Indigo and Max Healthcare (predictions) Expected Exclusions (High Conviction) We reiterate our high conviction on two names likely exiting the index: Hero MotoCorp (HMCL) IndusInd Bank (IIB) While much of the negative sentiment appears to be priced in we believe any further downside will be more pronounced around the adjustment period. Until then we dont expect significant pressure purely from expected passive flows. Likely Inclusions (High Convictions) Our top two inclusion candidates remain: IndiGo (INDIGO) Max Healthcare (MAXHEALTH)"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1940318741620830695) 2025-07-02 07:56:52 UTC 7311 followers, 1146 engagements "Stablecoin holders will be the largest short-term UST owners in the world which asserts USD dominance. -Sen. Haggerty"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950553214807630228) 2025-07-30 13:45:00 UTC 7312 followers, XXX engagements "Eyewear platform Lenskart has filed for its IPO Primary raise: Rs 2150 crore Offer for sale: XXXXXX million shares Selling shareholders include founders Peyush and Neha Bansal besides investors Softbank PremjiInvest Kedaara Capital and Temasek"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950387085921435716) 2025-07-30 02:44:52 UTC 7312 followers, XXX engagements "Bandhan Bank Limited Q1 fy26 Investor Presentation NPA movement"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1946172552847790392) 2025-07-18 11:37:49 UTC 7298 followers, XXX engagements "Intel abandons European manufacturing projects as it pushes ahead with turnaround plan Intel is abandoning major manufacturing initiatives in Germany and Poland and slowing construction in Ohio as part of its broader cost-cutting and turnaround strategy. The company reported a $XXX billion loss in Q2 and is reducing its workforce by 15%. Despite the loss revenue was better than expected at $XXXX billion. CEO Lip-Bu Tan who took over in March is driving a major restructuring aimed at slashing bureaucracy and enabling innovation while resisting more drastic moves like selling off its chip"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1949706383718277502) 2025-07-28 05:40:00 UTC 7309 followers, 1006 engagements "BOFA World policy rate to fall from XXX% to XXX% next XX months Global central bank policy rate*"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1949329652314419506) 2025-07-27 04:43:00 UTC 7293 followers, XXX engagements "APL Apollo Tubes Limited Q1 FY26 Investor Presentation Solar structure opportunity for structural tubes"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1948410093273219309) 2025-07-24 15:49:00 UTC 7308 followers, XXX engagements "India ETF is down around XXX% that includes currency also so for Indian investors it is around XXX to XXX% only"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950624073769197842) 2025-07-30 18:26:34 UTC 7311 followers, XXX engagements "Wall St euphoria sparks bubble fears Wall Street's summer rally has driven stock valuations close to all-time highs with the S&P XXX hitting multiple record peaks and tech stocks surging raising concerns of a market bubble. Tech giant Nvidia has become the first $X trillion public company symbolizing the explosive rise in high-growth tech valuations. The speculative trading behavior seen during the 2021 meme stock craze has resurfaced with retail investors heavily buying into companies like GoPro and Krispy Kreme. Barclays equity euphoria index has surged to twice its normal level indicating"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1949729033165345180) 2025-07-28 07:10:00 UTC 7304 followers, XXX engagements "Russian precious metals sales to China hit $1B"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950432105042694478) 2025-07-30 05:43:45 UTC 7311 followers, 1124 engagements "NATIXIS Where do Asian economies stand between the US and China A value-added analysis Asian economies are increasingly exposed to both US and Chinese final demand creating vulnerabilities amid trade tensions. Value-added trade analysis reveals true economic exposure by tracing domestic and foreign input contributions avoiding double counting. Vietnam Cambodia and Taiwan are most at risk from US tariffs due to high value-added exports to the US and heavy reliance on Chinese inputs. US trade policy is shifting from broad tariffs to sector-specific measures especially targeting electronics"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1940773020559089838) 2025-07-03 14:02:00 UTC 7292 followers, XXX engagements "UBS India-US trade deal - which scenario could play out"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1949665866666451014) 2025-07-28 02:59:00 UTC 7311 followers, 6392 engagements "Capital gains bond versus mutual fund: which works better for you These bonds issued by government-backed institutions provide tax exemption on long-term capital gains if invested within X months of selling an asset. They have a 5-year lock-in and offer XXXX% interest. If your post-tax return from mutual funds is higher than the XXXX% from 54EC bonds mutual funds may be a better choice. An X% return from mutual funds beats 54EC bonds even after considering tax savings. 54EC bonds are illiquid for X years which can be a disadvantage for investors who may need early access to their funds."  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1949803652564291756) 2025-07-28 12:06:31 UTC 7309 followers, XXX engagements "More private equity backers opt to cash out than roll over Between XX% and XX% of private equity investors are choosing to cash out instead of rolling over their investments when buyout firms shift assets into continuation funds. Continuation fundsvehicles used by private equity firms to retain and manage assets beyond a funds lifeare on the rise as traditional exits like IPOs and trade sales face challenges. Sellers have struggled to secure attractive valuations for their assets in the current market leading to a preference for cashing out. Many investors especially institutional ones like"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1949698834311094613) 2025-07-28 05:10:00 UTC 7304 followers, XXX engagements "Brussels accepts XX% US tariffs to fix 'unfair' trade relations says Trump The US and EU reached a trade agreement under which the EU accepted a XX% tariff on certain EU products aiming to correct what President Trump called "unfair" trade relations. As part of the deal the EU agreed to significantly increase imports of US goods including spending around $XXX billion on American arms energy and other products. The deal helped avert a transatlantic trade war which was looming due to Trump's earlier threats to impose broader tariffs on EU goods. The deal was described by Trump as probably the"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1949688420122386940) 2025-07-28 04:28:37 UTC 7304 followers, XXX engagements "TSLobamard TRADE DEAL OPTIMISM HIDES RISKS AHEAD EM equity ETF inflows have accelerated since mid-June with South Korea and Taiwan attracting the most. India Brazil and Indonesia have seen outflows while overall EM investor commitment remains strong. Optimism about US-China trade relations and tariff outcomes is supporting EM sentiment. Chinas export share is faltering and growth moderation could negatively impact other EM exporters. Front loading of US imports from EM especially Taiwan and Southeast Asia may lead to short-term setbacks as new tariffs are imposed. EM central banks remain"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950024732189085959) 2025-07-29 02:45:00 UTC 7311 followers, XXX engagements "TCI Q1 FY26 Investor Presentation TCI Freight Division: Industry Nature & Trends"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950194607461191716) 2025-07-29 14:00:01 UTC 7311 followers, XXX engagements "MS On Grasim Industries Limited Key Takeaways Paints business has fared better than expected since launch. Next leg of paints value unlocking in play. Ultratech remains the largest value driver for Grasim and the company should benefit from a multi-year earnings compounding story at UTCEM. New-age businesses are scaling up fast driving earnings and value optionality. Holdco discounts could moderate further when paints business scales up"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1932320748980543716) 2025-06-10 06:15:41 UTC 7311 followers, XXX engagements "Arvind Limited Q1 FY26 Investor Presentation Outlook for Q2 FY26 & Beyond"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950220270217646368) 2025-07-29 15:42:00 UTC 7310 followers, XXX engagements "Manaksia Coated Metals & Industries Limited Q1 FY26 Investor Presentation Steel Industry Tailwinds"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1948027828848529878) 2025-07-23 14:30:01 UTC 7312 followers, XXX engagements "Varun Beverages Limited Q1 FY26 Investor Presentation Key Player in the Beverage Industry Business Model"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950225807575519594) 2025-07-29 16:04:00 UTC 7312 followers, XXX engagements "TIPS MUSIC LIMITED Q1 FY26 Investor Presentation Digital Advertising Key Driver of Indian Music Industry ;"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950535599716204678) 2025-07-30 12:35:00 UTC 7312 followers, XXX engagements "CLSA On Yield Spread A surge in XX and 30yr Japanese government bond yields rocked global markets. The two things soi-disant global experts know about Japan is that it has a lot of debt and a shrinking population so they lazily argue sustainability concerns drove the move. The world didnt just wake up one morning and notice Japan has a lot of debt. Stressed markets trade like junk bonds: they dont have deeply negative real yields like Japan. No yields have been rising because the BoJs been tapering. Government had also issued lots of ultra-long bonds to lock in all-time low rates and insurers"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950398446302613525) 2025-07-30 03:30:00 UTC 7312 followers, XXX engagements "Hitachi Economic highlights & Investment reflect growth for the sectors India's economy remains robust with FY25 GDP growth at XXX% making it the fourth-largest globally. Exports hit a record 825B USD inflation dropped to a 6-year low and sectoral investments in renewables transmission and data centers signal strong future growth"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950531241553658094) 2025-07-30 12:17:41 UTC 7312 followers, XXX engagements "Nuvama Alt- AMFI stock categorization - Predictions for H2 CY25 Mid to Large :- Indian Hotels Co. Ltd Mazagon Dock Shipbuilders Max Healthcare Institute Solar Industries Shree Cements. Large to Mid :- Rail Vikas Nigam Hero MotoCorp Indian Overseas Bank Cummins Swiggy Polycab . Small to Mid :- Godfrey Phillips India K.P.R. Mill Narayana Hrudayalaya Cholamandalam Financial Hexaware Tech. (New Entry) ITC Hotels (New Entry) . Mid to Small :- Punjab & Sind Bank Ola Electric Mobility Aditya Birla Fashion and Retail Apar Industries Ltd Indraprashtha Gas Inventurus Knowledge Sols"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1927591413283246085) 2025-05-28 05:03:00 UTC 7311 followers, XXX engagements "ANZ Growth forecast upgrade for Vietnam Vietnams Q2 2025 GDP grew XXX% y/y driven by strong exports and manufacturing. Export growth was frontloaded ahead of a 90-day reciprocal tariff suspension with US exports up XXXX% y/y in Q2. Domestic companies lagged with export growth concentrated in foreign-owned firms; local sector exports fell XXX% y/y in June. Government infrastructure spending surged with capital expenditure up XXXX% y/y and a focus on completing the North-South expressway. Fiscal deficit widened due to higher spending and lower VAT revenue with the deficit at VND62.9tn in Q2."  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950390907309842455) 2025-07-30 03:00:03 UTC 7312 followers, XXX engagements "Mahindra & Mahindra Financial Services Limited Q1 FY26 Investor Presentation Distribution of Disbursements"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1947652852589203587) 2025-07-22 13:40:00 UTC 7290 followers, XXX engagements "Should we be alarmed about Japan's debt Japans 30-year government bond yield hit a record high of XXXX% reflecting growing market concerns over Japan's massive public debt. Despite Japans huge budget deficit its government finances have improved due to inflation and higher revenues placing it in a relatively strong fiscal position. Japan has struggled with deflation and weak demand since the 1990s leading to persistent stimulus and rising debt; however the country has avoided a crisis thanks to domestic savings and low interest rates. Now that inflation is back Japan must return to fiscal"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950421094902747267) 2025-07-30 05:00:00 UTC 7312 followers, XXX engagements "- ONDC to Boost Small Merchant Digitization and E-commerce Scale"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950510431757304022) 2025-07-30 10:55:00 UTC 7307 followers, X engagements "APL Apollo Tubes Limited Q1 FY26 Investor Presentation India Structural Steel Tube market potential"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1948397763361681525) 2025-07-24 15:00:00 UTC 7307 followers, XXX engagements "P&G plans price rises to offset $1bn tariff costs Procter & Gamble plans to raise prices of household goods by about X% aiming to counteract $X billion in tariff-related costs. Tariffs imposed by the US government have increased costs of raw materials and packaging especially for imported goods and those exported to countries like Canada. CFO Andre Schulten stated that prices will rise by a mid-single digit percentage in the new fiscal year particularly affecting products like Gillette razors Dawn dish soap and Tide detergent. Consumers are increasingly buying in bulk or in smaller packs and"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950447897734004940) 2025-07-30 06:46:31 UTC 7311 followers, XXX engagements "Merck hit by drop in China sales of blockbuster vaccine Mercks Q2 net income fell XX% year-on-year to $XXX billion impacted by a sharp decline in sales of its HPV vaccine in China. Gardasil sales in China dropped by XX% reducing global Gardasil revenue to $XXX billion despite it being Mercks top-selling drug. Merck plans a broad restructuring including reduced hiring and real estate holdings to cut costs and redirect investments to new growth areas. Adverse currency fluctuations and a shift in product sales mix also affected earnings. Sales of Keytruda rose XX% to $XXX billion continuing its"  [@exencial_RP](/creator/x/exencial_RP) on [X](/post/tweet/1950410743016235226) 2025-07-30 04:18:52 UTC 7311 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@exencial_RP
"I.M.F. Raises Global Growth Outlook as the White House Eases Some Tariffs The IMF expects global growth of X% in 2024 higher than its earlier forecast of XXX% due to the Trump administration's easing of tariffs and renewed trade negotiations. U.S. and China Forecast Adjusted: U.S. growth: Projected at XXX% in 2024 slightly down from XXX% in 2023. Chinas forecast: Revised to XXX% down from X% but better than the previous X% estimate. Though tariffs are being relaxed the effective tariff rate in the U.S. is still high at XXXX% and uncertainties in trade policies continue to threaten global"
@exencial_RP on X 2025-07-30 11:34:51 UTC 7311 followers, XXX engagements
"2/ Income Inequality Powers the Wealth Boom The top X% command XX% of incomes and XX% of financial assets. Despite a $3k per capita income India ranks #3 in billionaires #4 in people with $10Mn+ net worth" @exencial_RP on X 2025-07-24 06:26:53 UTC 7304 followers, XXX engagements
"UK has much to learn from Indias UPI digital payments network India's UPI network now processes XXX million transactions a day surpassing Visa in scale and positioning India as a global leader in real-time digital payments. UPI has driven financial inclusion across urban and rural India with over XX% of Indians now having a bank accountup from just XX% in 2011 according to the World Bank. The rise of UPI has encouraged Indians to move money from savings into investment products with more than XXX million new investment accounts opened in the past five years. Indian retail investors have" @exencial_RP on X 2025-07-29 06:35:00 UTC 7303 followers, XXX engagements
"Dhampur Bio Organics Limited Q1 FY26 Investor Presentation Sugar Industry Outlook" @exencial_RP on X 2025-07-29 17:04:00 UTC 7312 followers, XXX engagements
"2 Short-Term Interest Rates Down The Weighted Average Call Rate (WACR) dropped to XXXX% (July XX 2025) now XX bps below the repo rate following three successive repo cuts by the RBI" @exencial_RP on X 2025-07-29 07:31:28 UTC 7304 followers, XX engagements
"Emerging Markets are the Front-runners in CBDC Development" @exencial_RP on X 2025-07-30 10:55:01 UTC 7307 followers, XX engagements
"KPIT Technologies Limited Q1 FY26 Investor Presentation" @exencial_RP on X 2025-07-30 13:30:01 UTC 7311 followers, XXX engagements
"Credit-to-Deposit (CD) Ratio Increases Marginally Yet Remains Below XX% Incl. Merger Impact" @exencial_RP on X 2025-07-29 07:31:29 UTC 7304 followers, XX engagements
"Nuvama Nifty Indices Sept 2025 Rejig: Make way for Indigo and Max Healthcare (predictions) Expected Exclusions (High Conviction) We reiterate our high conviction on two names likely exiting the index: Hero MotoCorp (HMCL) IndusInd Bank (IIB) While much of the negative sentiment appears to be priced in we believe any further downside will be more pronounced around the adjustment period. Until then we dont expect significant pressure purely from expected passive flows. Likely Inclusions (High Convictions) Our top two inclusion candidates remain: IndiGo (INDIGO) Max Healthcare (MAXHEALTH)" @exencial_RP on X 2025-07-02 07:56:52 UTC 7311 followers, 1146 engagements
"Stablecoin holders will be the largest short-term UST owners in the world which asserts USD dominance. -Sen. Haggerty" @exencial_RP on X 2025-07-30 13:45:00 UTC 7312 followers, XXX engagements
"Eyewear platform Lenskart has filed for its IPO Primary raise: Rs 2150 crore Offer for sale: XXXXXX million shares Selling shareholders include founders Peyush and Neha Bansal besides investors Softbank PremjiInvest Kedaara Capital and Temasek" @exencial_RP on X 2025-07-30 02:44:52 UTC 7312 followers, XXX engagements
"Bandhan Bank Limited Q1 fy26 Investor Presentation NPA movement" @exencial_RP on X 2025-07-18 11:37:49 UTC 7298 followers, XXX engagements
"Intel abandons European manufacturing projects as it pushes ahead with turnaround plan Intel is abandoning major manufacturing initiatives in Germany and Poland and slowing construction in Ohio as part of its broader cost-cutting and turnaround strategy. The company reported a $XXX billion loss in Q2 and is reducing its workforce by 15%. Despite the loss revenue was better than expected at $XXXX billion. CEO Lip-Bu Tan who took over in March is driving a major restructuring aimed at slashing bureaucracy and enabling innovation while resisting more drastic moves like selling off its chip" @exencial_RP on X 2025-07-28 05:40:00 UTC 7309 followers, 1006 engagements
"BOFA World policy rate to fall from XXX% to XXX% next XX months Global central bank policy rate*" @exencial_RP on X 2025-07-27 04:43:00 UTC 7293 followers, XXX engagements
"APL Apollo Tubes Limited Q1 FY26 Investor Presentation Solar structure opportunity for structural tubes" @exencial_RP on X 2025-07-24 15:49:00 UTC 7308 followers, XXX engagements
"India ETF is down around XXX% that includes currency also so for Indian investors it is around XXX to XXX% only" @exencial_RP on X 2025-07-30 18:26:34 UTC 7311 followers, XXX engagements
"Wall St euphoria sparks bubble fears Wall Street's summer rally has driven stock valuations close to all-time highs with the S&P XXX hitting multiple record peaks and tech stocks surging raising concerns of a market bubble. Tech giant Nvidia has become the first $X trillion public company symbolizing the explosive rise in high-growth tech valuations. The speculative trading behavior seen during the 2021 meme stock craze has resurfaced with retail investors heavily buying into companies like GoPro and Krispy Kreme. Barclays equity euphoria index has surged to twice its normal level indicating" @exencial_RP on X 2025-07-28 07:10:00 UTC 7304 followers, XXX engagements
"Russian precious metals sales to China hit $1B" @exencial_RP on X 2025-07-30 05:43:45 UTC 7311 followers, 1124 engagements
"NATIXIS Where do Asian economies stand between the US and China A value-added analysis Asian economies are increasingly exposed to both US and Chinese final demand creating vulnerabilities amid trade tensions. Value-added trade analysis reveals true economic exposure by tracing domestic and foreign input contributions avoiding double counting. Vietnam Cambodia and Taiwan are most at risk from US tariffs due to high value-added exports to the US and heavy reliance on Chinese inputs. US trade policy is shifting from broad tariffs to sector-specific measures especially targeting electronics" @exencial_RP on X 2025-07-03 14:02:00 UTC 7292 followers, XXX engagements
"UBS India-US trade deal - which scenario could play out" @exencial_RP on X 2025-07-28 02:59:00 UTC 7311 followers, 6392 engagements
"Capital gains bond versus mutual fund: which works better for you These bonds issued by government-backed institutions provide tax exemption on long-term capital gains if invested within X months of selling an asset. They have a 5-year lock-in and offer XXXX% interest. If your post-tax return from mutual funds is higher than the XXXX% from 54EC bonds mutual funds may be a better choice. An X% return from mutual funds beats 54EC bonds even after considering tax savings. 54EC bonds are illiquid for X years which can be a disadvantage for investors who may need early access to their funds." @exencial_RP on X 2025-07-28 12:06:31 UTC 7309 followers, XXX engagements
"More private equity backers opt to cash out than roll over Between XX% and XX% of private equity investors are choosing to cash out instead of rolling over their investments when buyout firms shift assets into continuation funds. Continuation fundsvehicles used by private equity firms to retain and manage assets beyond a funds lifeare on the rise as traditional exits like IPOs and trade sales face challenges. Sellers have struggled to secure attractive valuations for their assets in the current market leading to a preference for cashing out. Many investors especially institutional ones like" @exencial_RP on X 2025-07-28 05:10:00 UTC 7304 followers, XXX engagements
"Brussels accepts XX% US tariffs to fix 'unfair' trade relations says Trump The US and EU reached a trade agreement under which the EU accepted a XX% tariff on certain EU products aiming to correct what President Trump called "unfair" trade relations. As part of the deal the EU agreed to significantly increase imports of US goods including spending around $XXX billion on American arms energy and other products. The deal helped avert a transatlantic trade war which was looming due to Trump's earlier threats to impose broader tariffs on EU goods. The deal was described by Trump as probably the" @exencial_RP on X 2025-07-28 04:28:37 UTC 7304 followers, XXX engagements
"TSLobamard TRADE DEAL OPTIMISM HIDES RISKS AHEAD EM equity ETF inflows have accelerated since mid-June with South Korea and Taiwan attracting the most. India Brazil and Indonesia have seen outflows while overall EM investor commitment remains strong. Optimism about US-China trade relations and tariff outcomes is supporting EM sentiment. Chinas export share is faltering and growth moderation could negatively impact other EM exporters. Front loading of US imports from EM especially Taiwan and Southeast Asia may lead to short-term setbacks as new tariffs are imposed. EM central banks remain" @exencial_RP on X 2025-07-29 02:45:00 UTC 7311 followers, XXX engagements
"TCI Q1 FY26 Investor Presentation TCI Freight Division: Industry Nature & Trends" @exencial_RP on X 2025-07-29 14:00:01 UTC 7311 followers, XXX engagements
"MS On Grasim Industries Limited Key Takeaways Paints business has fared better than expected since launch. Next leg of paints value unlocking in play. Ultratech remains the largest value driver for Grasim and the company should benefit from a multi-year earnings compounding story at UTCEM. New-age businesses are scaling up fast driving earnings and value optionality. Holdco discounts could moderate further when paints business scales up" @exencial_RP on X 2025-06-10 06:15:41 UTC 7311 followers, XXX engagements
"Arvind Limited Q1 FY26 Investor Presentation Outlook for Q2 FY26 & Beyond" @exencial_RP on X 2025-07-29 15:42:00 UTC 7310 followers, XXX engagements
"Manaksia Coated Metals & Industries Limited Q1 FY26 Investor Presentation Steel Industry Tailwinds" @exencial_RP on X 2025-07-23 14:30:01 UTC 7312 followers, XXX engagements
"Varun Beverages Limited Q1 FY26 Investor Presentation Key Player in the Beverage Industry Business Model" @exencial_RP on X 2025-07-29 16:04:00 UTC 7312 followers, XXX engagements
"TIPS MUSIC LIMITED Q1 FY26 Investor Presentation Digital Advertising Key Driver of Indian Music Industry ;" @exencial_RP on X 2025-07-30 12:35:00 UTC 7312 followers, XXX engagements
"CLSA On Yield Spread A surge in XX and 30yr Japanese government bond yields rocked global markets. The two things soi-disant global experts know about Japan is that it has a lot of debt and a shrinking population so they lazily argue sustainability concerns drove the move. The world didnt just wake up one morning and notice Japan has a lot of debt. Stressed markets trade like junk bonds: they dont have deeply negative real yields like Japan. No yields have been rising because the BoJs been tapering. Government had also issued lots of ultra-long bonds to lock in all-time low rates and insurers" @exencial_RP on X 2025-07-30 03:30:00 UTC 7312 followers, XXX engagements
"Hitachi Economic highlights & Investment reflect growth for the sectors India's economy remains robust with FY25 GDP growth at XXX% making it the fourth-largest globally. Exports hit a record 825B USD inflation dropped to a 6-year low and sectoral investments in renewables transmission and data centers signal strong future growth" @exencial_RP on X 2025-07-30 12:17:41 UTC 7312 followers, XXX engagements
"Nuvama Alt- AMFI stock categorization - Predictions for H2 CY25 Mid to Large :- Indian Hotels Co. Ltd Mazagon Dock Shipbuilders Max Healthcare Institute Solar Industries Shree Cements. Large to Mid :- Rail Vikas Nigam Hero MotoCorp Indian Overseas Bank Cummins Swiggy Polycab . Small to Mid :- Godfrey Phillips India K.P.R. Mill Narayana Hrudayalaya Cholamandalam Financial Hexaware Tech. (New Entry) ITC Hotels (New Entry) . Mid to Small :- Punjab & Sind Bank Ola Electric Mobility Aditya Birla Fashion and Retail Apar Industries Ltd Indraprashtha Gas Inventurus Knowledge Sols" @exencial_RP on X 2025-05-28 05:03:00 UTC 7311 followers, XXX engagements
"ANZ Growth forecast upgrade for Vietnam Vietnams Q2 2025 GDP grew XXX% y/y driven by strong exports and manufacturing. Export growth was frontloaded ahead of a 90-day reciprocal tariff suspension with US exports up XXXX% y/y in Q2. Domestic companies lagged with export growth concentrated in foreign-owned firms; local sector exports fell XXX% y/y in June. Government infrastructure spending surged with capital expenditure up XXXX% y/y and a focus on completing the North-South expressway. Fiscal deficit widened due to higher spending and lower VAT revenue with the deficit at VND62.9tn in Q2." @exencial_RP on X 2025-07-30 03:00:03 UTC 7312 followers, XXX engagements
"Mahindra & Mahindra Financial Services Limited Q1 FY26 Investor Presentation Distribution of Disbursements" @exencial_RP on X 2025-07-22 13:40:00 UTC 7290 followers, XXX engagements
"Should we be alarmed about Japan's debt Japans 30-year government bond yield hit a record high of XXXX% reflecting growing market concerns over Japan's massive public debt. Despite Japans huge budget deficit its government finances have improved due to inflation and higher revenues placing it in a relatively strong fiscal position. Japan has struggled with deflation and weak demand since the 1990s leading to persistent stimulus and rising debt; however the country has avoided a crisis thanks to domestic savings and low interest rates. Now that inflation is back Japan must return to fiscal" @exencial_RP on X 2025-07-30 05:00:00 UTC 7312 followers, XXX engagements
"- ONDC to Boost Small Merchant Digitization and E-commerce Scale" @exencial_RP on X 2025-07-30 10:55:00 UTC 7307 followers, X engagements
"APL Apollo Tubes Limited Q1 FY26 Investor Presentation India Structural Steel Tube market potential" @exencial_RP on X 2025-07-24 15:00:00 UTC 7307 followers, XXX engagements
"P&G plans price rises to offset $1bn tariff costs Procter & Gamble plans to raise prices of household goods by about X% aiming to counteract $X billion in tariff-related costs. Tariffs imposed by the US government have increased costs of raw materials and packaging especially for imported goods and those exported to countries like Canada. CFO Andre Schulten stated that prices will rise by a mid-single digit percentage in the new fiscal year particularly affecting products like Gillette razors Dawn dish soap and Tide detergent. Consumers are increasingly buying in bulk or in smaller packs and" @exencial_RP on X 2025-07-30 06:46:31 UTC 7311 followers, XXX engagements
"Merck hit by drop in China sales of blockbuster vaccine Mercks Q2 net income fell XX% year-on-year to $XXX billion impacted by a sharp decline in sales of its HPV vaccine in China. Gardasil sales in China dropped by XX% reducing global Gardasil revenue to $XXX billion despite it being Mercks top-selling drug. Merck plans a broad restructuring including reduced hiring and real estate holdings to cut costs and redirect investments to new growth areas. Adverse currency fluctuations and a shift in product sales mix also affected earnings. Sales of Keytruda rose XX% to $XXX billion continuing its" @exencial_RP on X 2025-07-30 04:18:52 UTC 7311 followers, XXX engagements