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[@nitinbh55798766](/creator/twitter/nitinbh55798766)
"In Q1 profit dipped X% YoY to XXX cr despite XX% revenue growth hinting at margin pressure from higher borrowing costs. Backed by HDFC Bank HDB has strong parentage and growth potential in retail lending but rising interest costs and credit risks remain concerns"  
[X Link](https://x.com/nitinbh55798766/status/1978367981399789870) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T07:50Z XXX followers, XX engagements


"Bharti Airtel has teamed up with IBM to enhance its Airtel Cloud offering by integrating AI-capable infrastructure and software"  
[X Link](https://x.com/nitinbh55798766/status/1978439217643434378) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T12:34Z XXX followers, XX engagements


"Overall this bolsters Airtels position in Indias growing cloud + AI market by combining its telecom strengths with IBMs AI and cloud expertise"  
[X Link](https://x.com/nitinbh55798766/status/1978439365060641266) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T12:34Z XXX followers, XX engagements


"Veteran investor Madhusudan Kela believes equities will outperform gold in wealth creation over the next decade. He sees massive opportunities in SMEs NBFCs and niche manufacturing driven by Indias economic growth credit expansion and domestic consumption"  
[X Link](https://x.com/nitinbh55798766/status/1978440214642081908) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T12:37Z XXX followers, XX engagements


"The bike includes ride-by-wire throttle multiple riding modes LED lighting digital TFT console with Bluetooth and USD front forks. Designed for sporty touring it rivals BMW G310R and KTM Duke 250"  
[X Link](https://x.com/nitinbh55798766/status/1978451214124630466) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T13:21Z XXX followers, XX engagements


"Mahindra Logistics has leased a XXXX lakh sq ft warehouse in Kolkata to strengthen its presence in eastern India. The facility will serve as a multi-client warehouse catering to sectors like e-commerce FMCG and consumer durables"  
[X Link](https://x.com/nitinbh55798766/status/1978451342516449602) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T13:22Z XXX followers, XX engagements


"Air Indias leasing arm AI Fleet Services Ltd has secured a $XXX million (1800 crore) loan from Standard Chartered Bank and Bank of India to finance six Boeing XXX MAX aircraft. The funds will support Air Indias fleet expansion under its massive $XX billion aircraft order"  
[X Link](https://x.com/nitinbh55798766/status/1978486880011481233) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T15:43Z XXX followers, XX engagements


"The Indian Air Force tested a military combat parachute system (MCPS) developed by DRDO from 32000 ft in a combat free-fall jump. The parachute is claimed to be the only one currently in operational use by Indias armed forces that works above 25000 ft"  
[X Link](https://x.com/nitinbh55798766/status/1978505310953173017) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T16:56Z XXX followers, XX engagements


"NTPC seeks technology partners for design engineering and commissioning. The move aligns with NTPCs diversification into green fuels like hydrogen ethanol and SAF to reduce carbon footprint and boost Indias energy transition"  
[X Link](https://x.com/nitinbh55798766/status/1978717452906434680) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T06:59Z XXX followers, XX engagements


"Zepto competes with rivals like Blinkit (Zomatos arm) and Swiggys Instamart. Indias quick commerce market is booming projected to grow strongly in the coming years"  
[X Link](https://x.com/nitinbh55798766/status/1978821718366937234) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T13:53Z XXX followers, XX engagements


"Defense Secretary Hegseth warned Russia will face costs if it doesnt seek peace signaling tougher US support for Ukraine"  
[X Link](https://x.com/nitinbh55798766/status/1978827305410535897) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T14:16Z XXX followers, XX engagements


"Trump also said he may personally attend the Supreme Court hearing on his tariffs legality under the 1977 Emergency Economic Powers Act (hearing set for Nov 5)"  
[X Link](https://x.com/nitinbh55798766/status/1978827341359878535) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T14:16Z XXX followers, XX engagements


"According to Goldman Sachs and Reuters (Oct 2025) funds turned net short on U.S. stocks for the first time in months unloading tech and consumer names like Nvidia Tesla and AMD"  
[X Link](https://x.com/nitinbh55798766/status/1978876874521743522) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:33Z XXX followers, XX engagements


"Analysts note that Bitcoin needs to reclaim and sustain above $110000 to regain bullish momentum while failing that could lead to downside risk toward $104000"  
[X Link](https://x.com/nitinbh55798766/status/1979087917956886909) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:31Z XXX followers, XX engagements


"LIC has been steadily increasing its shareholding in Dr. Reddys Laboratories and now its stake has crossed XX% according to reports. LIC acquired XXXX crore shares (2% additional stake) through open market purchases"  
[X Link](https://x.com/nitinbh55798766/status/1979094449042133457) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:57Z XXX followers, XX engagements


"Early backersSoftBank Premji Invest Temasek Kedaara Capital Alpha Waveare also likely to participate in OFS"  
[X Link](https://x.com/nitinbh55798766/status/1979181166935826842) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T13:42Z XXX followers, XX engagements


"Noel Tatas camp (himself N. Chandrasekaran Venu Srinivasan) opposes a quartet of trustees (Mehli Mistry Jehangir Jehangir Darius Khambata Pramit Jhaveri) who tried to nominate Mehli Mistry to the Tata Sons board after Vijay Singh resigned"  
[X Link](https://x.com/nitinbh55798766/status/1976207307538112695) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-09T08:45Z XXX followers, XX engagements


"Citigroup expects Indias IPO market to raise up to $XX billion over the next year driven by a strong pipeline including companies like Pine Labs Meesho and ICICI Prudential AMC"  
[X Link](https://x.com/nitinbh55798766/status/1976510709379809598) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-10T04:50Z XXX followers, XX engagements


"Canara HSBC Life Insurance raised XXXXXX crore from XX anchor investors ahead of its IPO with shares allotted at XXX each (10 face value + XX premium)"  
[X Link](https://x.com/nitinbh55798766/status/1976596604074516532) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-10T10:32Z XXX followers, XX engagements


"Samir Arora of Helios Capital says FIIs rarely make big money from Indian IPOs. Reasons: IPO allocations are tiny for FIIs in oversubscribed issues currency conversion can cause losses and funding costs eat into profits"  
[X Link](https://x.com/nitinbh55798766/status/1976641523203887216) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-10T13:30Z XXX followers, XX engagements


"In September 2025 mutual fund SIP inflows in India hit a record 29361 crore up X% from August showing strong investor participation. However the SIP stoppage ratio rose to XXXXX% from XXXXX% meaning many existing SIPs were either discontinued or completed"  
[X Link](https://x.com/nitinbh55798766/status/1976909676089668010) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-11T07:16Z XXX followers, XX engagements


"Jefferies initiated coverage on AU Small Finance Bank with a Buy rating and a XXX target price implying a XX% upside. The brokerage expects AUs transition toward a universal bank to boost growth margins and funding efficiency"  
[X Link](https://x.com/nitinbh55798766/status/1977666454242918855) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-13T09:23Z XXX followers, XX engagements


"Jio Payments Bank (JPBL) part of Jio Financial Services has won a contract to implement the Multi-Lane Free Flow (MLFF) toll system at two toll plazasShahjahanpur and Manoharpuraon the GurugramJaipur highway"  
[X Link](https://x.com/nitinbh55798766/status/1977669124534006265) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-13T09:33Z XXX followers, XX engagements


"Investec values Adani Ports at XX EV/EBITDA (FY27E) and sees rising volumes improved efficiency and expanding marine services as key growth drivers"  
[X Link](https://x.com/nitinbh55798766/status/1977704916958265366) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-13T11:56Z XXX followers, XX engagements


"Though Aurobindo Pharma itself remains net cash positive the move signals promoters push into realty diversification at high financing costs"  
[X Link](https://x.com/nitinbh55798766/status/1977956895190405154) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-14T04:37Z XXX followers, XX engagements


"Market experts shared Diwali stock picks across energy PSU and defence sectors. In energy JSW Energy is seen strong technically. PSU banks like SBI Canara Bank BoB and PNB are short-term plays while OMCs (BPCL HPCL IOC) may gain from policy tailwinds"  
[X Link](https://x.com/nitinbh55798766/status/1978063082812277105) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-14T11:39Z XXX followers, XXX engagements


"Tech Mahindras consolidated net profit fell XXX% year-on-year to 1194.5 crore (down from 1250 crore). Revenue rose X% to 13995 crore aided by growth in manufacturing and banking/finance verticals"  
[X Link](https://x.com/nitinbh55798766/status/1978149887037345931) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-14T17:24Z XXX followers, XX engagements


"Tech Mahindra: Posted Q2 revenue up XXX% YoY to 13995 cr but PAT fell XXX% to 1194 cr. Declared 15/share interim dividend. Brokerages remain cautious citing margin pressure; Goldman Sachs Morgan Stanley have Sell/Underweight ratings"  
[X Link](https://x.com/nitinbh55798766/status/1978351826463494637) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T06:46Z XXX followers, XX engagements


"Axis Bank: In focus ahead of Q2 results; investors watching NIM loan growth and asset quality. Banking sector optimism supports sentiment"  
[X Link](https://x.com/nitinbh55798766/status/1978351868754448605) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T06:46Z XXX followers, XX engagements


"Ola Electric: Plans to enter the energy storage space likely launching a new product on Oct XX. Approved XXX cr fundraise for its cell unit. Despite past job cuts and an insolvency petition stock gained on optimism around diversification and expansion plans"  
[X Link](https://x.com/nitinbh55798766/status/1978351894981419284) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T06:47Z XXX followers, XX engagements


"Key upcoming IPOs include: Lenskart 8000 crore Groww 7000 crore Pine Labs 5800 crore ICICI Prudential AMC 10000 crore boAt 2000 crore"  
[X Link](https://x.com/nitinbh55798766/status/1978364292140273997) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T07:36Z XXX followers, XX engagements


"Cyient DLMs Q2 profit more than doubled YoY to XX cr despite a XX% drop in revenue to XXXXX cr mainly due to the completion of a large defence order. EBITDA margin improved to XX% from 8.1%"  
[X Link](https://x.com/nitinbh55798766/status/1978365436480659745) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T07:40Z XXX followers, XXX engagements


"ICICI Prudential MF is betting on Indias large conglomerateslike Tatas Reliance Adanis Mahindrathrough its new Conglomerate Fund"  
[X Link](https://x.com/nitinbh55798766/status/1978367333182661099) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T07:48Z XXX followers, XX engagements


"ICICI Prudential Life Insurance plans to raise 1200 crore through subordinated debt as it exercises a call option on an earlier 1200 crore issue due in November 2025. This move replaces old debt with new optimizing its capital structure"  
[X Link](https://x.com/nitinbh55798766/status/1978369862608032069) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T07:58Z XXX followers, XX engagements


"The National Company Law Tribunal (NCLT) Allahabad bench has rejected a petition by minority shareholders demanding a forensic audit of Universus Photo Imaging a firm in the Jindal Poly Films group"  
[X Link](https://x.com/nitinbh55798766/status/1978435151085379958) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T12:17Z XXX followers, XX engagements


"Carmakers like Maruti Hyundai and Tata Motors reported robust volumes while EV sales also surged. Lower loan rates discounts and rural recovery boosted demand"  
[X Link](https://x.com/nitinbh55798766/status/1978436131151622297) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T12:21Z XXX followers, XX engagements


"Tech Mahindra is developing a sovereign large language model (LLM) with X trillion parameters under Indias IndiaAI Mission. It was selected (alongside seven others like IIT Bombays BharatGen) by the Indian government to build foundational AI models"  
[X Link](https://x.com/nitinbh55798766/status/1978442949215101103) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T12:48Z XXX followers, XX engagements


"A parameter in an LLM is a learned internal variable that helps the model capture patterns and relationships in data. If successful this model would place Tech Mahindra among firms building some of the worlds largest AI models"  
[X Link](https://x.com/nitinbh55798766/status/1978443007150924027) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T12:49Z XXX followers, XX engagements


"For over XX years the Bank of Japan (BoJ) kept rates ultra-low to fight deflation and boost growth. It used three main tools: X. Negative interest rates (0.1%) to force banks to lend more. X. Yield Curve Control (YCC) to cap 10-year bond yields near 0%"  
[X Link](https://x.com/nitinbh55798766/status/1978462730123178297) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T14:07Z XXX followers, XX engagements


"The Indian government is preparing a mega-merger initiative in the public sector banking (PSB) space. Smaller state-owned banks may be merged into bigger peers by FY 2027 consolidating the sector"  
[X Link](https://x.com/nitinbh55798766/status/1978465443754156056) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T14:18Z XXX followers, XX engagements


"Possible target banks include Indian Overseas Bank (IOB) Central Bank of India (CBI) Bank of India (BOI) Bank of Maharashtra (BOM) which may be combined into larger PSBs like SBI PNB BoB"  
[X Link](https://x.com/nitinbh55798766/status/1978465484736770373) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T14:18Z XXX followers, XX engagements


"Strategic focus: Think tanks (e.g. NITI Aayog) have argued for retaining just a few large PSBs SBI PNB BoB Canara Bank and privatizing or restructuring the rest"  
[X Link](https://x.com/nitinbh55798766/status/1978465804002939265) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T14:19Z XXX followers, XX engagements


"Air India is reportedly in advanced talks to buy up to XXX new aircraft as part of its major fleet expansion under the Tata Group. The order could include Airbus A320neo family and Boeing XXX MAX jets aimed at strengthening domestic and international routes"  
[X Link](https://x.com/nitinbh55798766/status/1978486024830685443) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T15:40Z XXX followers, XX engagements


"Aditya Birla Fashion and Retail Ltd (ABFRL) will open two luxury Galeries Lafayette stores in Mumbai and Delhi through its subsidiary The Collective. The Mumbai store at Jio World Plaza opens in 2025 followed by Delhis DLF Emporio in 2026"  
[X Link](https://x.com/nitinbh55798766/status/1978487218407878846) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T15:44Z XXX followers, XX engagements


"These stores will bring over XXX premium fashion and lifestyle brands to India marking Galeries Lafayettes major entry into the countrys luxury retail market"  
[X Link](https://x.com/nitinbh55798766/status/1978487232723095642) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T15:44Z XXX followers, XX engagements


"Silver prices in Chennai have surged past X lakh/kg driven by robust festive and wedding season demand along with global cues like Middle East tensions and expectations of U.S. rate cuts"  
[X Link](https://x.com/nitinbh55798766/status/1978715679546290656) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T06:52Z XXX followers, XX engagements


"State-run NTPC has invited bids to build a 1800-tonne-per-year Sustainable Aviation Fuel (SAF) plant in Andhra Pradesh aiming to produce green jet fuel from renewable sources. The project supports Indias target of net-zero emissions by 2070 and cleaner aviation fuel adoption"  
[X Link](https://x.com/nitinbh55798766/status/1978717437789954090) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T06:59Z XXX followers, XX engagements


"The bankruptcy court has admitted IDBI Banks insolvency plea against a subsidiary of Wind World (India) Ltd a wind energy firm facing heavy debt and operational troubles. The move comes after the company defaulted on loan repayments"  
[X Link](https://x.com/nitinbh55798766/status/1978717776748417406) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:00Z XXX followers, XX engagements


"The case will now proceed under the Insolvency and Bankruptcy Code (IBC) allowing creditors to seek recovery through asset resolution or restructuring. This marks another step in resolving long-pending defaults in Indias renewable energy sector"  
[X Link](https://x.com/nitinbh55798766/status/1978717801524195815) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:01Z XXX followers, XX engagements


"Indias IPO market is heating up again with big names like Groww and Lenskart leading a fresh wave of public issues worth 40000 crore over the next two months"  
[X Link](https://x.com/nitinbh55798766/status/1978724424267555307) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:27Z XXX followers, XX engagements


"Bharat Electronics Ltd (BEL) shares were in focus after the company secured orders worth XXX crore from the Indian Army and Indian Air Force. The contracts include supply of advanced electronic systems communication equipment and radar components"  
[X Link](https://x.com/nitinbh55798766/status/1978725800477073891) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:32Z XXX followers, XX engagements


"Abhishek Bisen of Kotak AMC says now is a great time to invest in debt funds as Indias interest rates are near their peak. When rates eventually fall bond prices will rise giving strong capital gains"  
[X Link](https://x.com/nitinbh55798766/status/1978726294964580698) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:34Z XXX followers, XX engagements


"Other pressures included higher management expenses and a drop in policy persistency rates (i.e. more policyholders delaying or cancelling payments). To support its solvency ratio HDFC Life has board approval to raise XXX crore (via subordinated debt) in Q3"  
[X Link](https://x.com/nitinbh55798766/status/1978726747848823264) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:36Z XXX followers, XX engagements


"Hyundai IndiaAnnounced a $X billion investment in India by 2030 to boost capacity R&D localization. RBL BankBoard to consider raising capital (through equity / equity-linked instruments) on Oct 18"  
[X Link](https://x.com/nitinbh55798766/status/1978728073853108582) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:41Z XXX followers, XX engagements


"This approval allows the firm to recover funds and resume normal operations signaling positive news for WazirX and its users amid regulatory scrutiny in India and abroad"  
[X Link](https://x.com/nitinbh55798766/status/1978728868274999350) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:44Z XXX followers, XX engagements


"Nimesh Chandan CIO of Bajaj Finserv AMC says Indias stock market is like a coiled spring compressed now but ready to rerate upward. The recent year was about absorbing shocks (policy risks global volatility) yet companies held up"  
[X Link](https://x.com/nitinbh55798766/status/1978732209696608430) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:58Z XXX followers, XX engagements


"Japans Nikkei index rose as investors bet on Sanae Takaichi a conservative lawmaker becoming the next Prime Minister. Markets view her as pro-growth and supportive of fiscal stimulus and Bank of Japans loose monetary policy"  
[X Link](https://x.com/nitinbh55798766/status/1978732642167111701) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:59Z XXX followers, XX engagements


"Eternal Ltd parent company of Zomato reported a XX% YoY drop in Q2 FY25 PAT to XX crore mainly due to higher costs and investments. However revenue surged XXX% YoY to 3487 crore driven by strong growth in food delivery Blinkit and Hyperpure segments"  
[X Link](https://x.com/nitinbh55798766/status/1978761284582551694) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T09:53Z XXX followers, XX engagements


"The Bombay Stock Exchange (BSE) and National Stock Exchange (NSE) will remain closed on Monday October XX 2025 for Diwali-Laxmi Pujan"  
[X Link](https://x.com/nitinbh55798766/status/1978764139947331921) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T10:05Z XXX followers, XX engagements


"Jio Financial Services reported a steady Q2 FY25 net profit of XXX crore up slightly year-on-year while revenue surged XX% to XXX crore. The strong revenue growth was driven by higher interest income and lending expansion"  
[X Link](https://x.com/nitinbh55798766/status/1978817520111911219) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T13:37Z XXX followers, XXX engagements


"Cyient also faces macro uncertainties and supplychain pressures especially in its engineering and semiconductor segments. While U.S. visa policy shifts pose risk for many IT firms Cyient is relatively insulated due to low overseas workforce exposure"  
[X Link](https://x.com/nitinbh55798766/status/1978818541261332818) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T13:41Z XXX followers, XXX engagements


"5. Hyperpure (for restaurants) grew XX% YoY; overall Hyperpure revenue declined due to inventory-led model shift. X. GST cuts lowered Blinkit baskets effective tax by X pp expected to boost demand from Q3"  
[X Link](https://x.com/nitinbh55798766/status/1978818973622800836) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T13:43Z XXX followers, XX engagements


"7. Shift to inventory-led model continues80% of NOV now from own inventory; target XX% soon. X. To compete they lowered minimum order for free delivery (Zomato Gold) from XXX to XX. X. With steady store additions Blinkit aims for 3000 stores by March 2027"  
[X Link](https://x.com/nitinbh55798766/status/1978819033899172013) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T13:43Z XXX followers, XX engagements


"BHIVE Workspace has leased 100000 sq ft in Sattva Premia on Bengalurus ORR marking its biggest single-centre expansion this year. The new facility branded BHIVE Premium Bellandur adds over 2000 seats and targets mid- to large enterprises and Global Capability Centres"  
[X Link](https://x.com/nitinbh55798766/status/1978819809082023947) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T13:46Z XXX followers, XX engagements


"Indias bond yields rose ending a three-day rally because traders locked in profits. The RBIs meeting minutes were in-line (i.e. dovish but expected) showing room for a rate cut in December"  
[X Link](https://x.com/nitinbh55798766/status/1978822605965578430) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T13:57Z XXX followers, XX engagements


"Jios subscriber growth and tariff hikes will boost earnings while the O2C segment benefits from higher refining margins. However the retail arm may lag due to slower discretionary spending and higher costs"  
[X Link](https://x.com/nitinbh55798766/status/1978864656635601125) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T16:44Z XXX followers, XX engagements


"HAL has established a third production line in Nashik for the LCA Tejas Mk 1A fighter jet augmenting its existing lines in Bengaluru. This expansion boosts Indias capacity to manufacture advanced indigenous combat aircraft"  
[X Link](https://x.com/nitinbh55798766/status/1978865010420990124) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T16:45Z XXX followers, XX engagements


"Its bid is backed by heavy investment in sports infrastructure in Gujarat with new complexes athlete hostels and upgraded venues aligned to principles of sustainability inclusivity and legacy development"  
[X Link](https://x.com/nitinbh55798766/status/1978865337962492223) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T16:47Z XXX followers, XX engagements


"Sunteck Realty reported a XX% year-on-year rise in pre-sales to XXX crore for JulySeptember 2025 driven by strong demand across its premium and luxury housing projects in Mumbai"  
[X Link](https://x.com/nitinbh55798766/status/1978866451344662724) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T16:51Z XXX followers, XX engagements


"NTPC Green Energy has commissioned XXXX MW of solar capacity bringing the NTPC Groups total installed and commercial capacity to 83906 MW. The new capacity is effective from XX October 2025 when it attains the status of Commercial Operation Date (COD)"  
[X Link](https://x.com/nitinbh55798766/status/1978866620702326907) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T16:52Z XXX followers, XX engagements


"House of Hiranandani has acquired a 1-acre land parcel in Andheri East Mumbai to develop a premium commercial tower. They plan to invest over XXX crore and aim to offer about 400000 sq ft of leasable office space"  
[X Link](https://x.com/nitinbh55798766/status/1978867523954295176) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T16:55Z XXX followers, XX engagements


"Google will invest $XX billion over five years in India including creating a major AI hub in Visakhapatnam (1 GW data centre campus). Citizens will be able to use these services in over XX languages even on low-end devices"  
[X Link](https://x.com/nitinbh55798766/status/1978868563650728082) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:00Z XXX followers, XX engagements


"SEBI Chair Tuhin Kanta Pandey said the regulator plans to enhance institutional participation in Indias commodity markets to improve depth and liquidity. The move aims to make commodities a more attractive asset class for investors and support Indias position in global markets"  
[X Link](https://x.com/nitinbh55798766/status/1978868763736052180) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:00Z XXX followers, XX engagements


"US stocks gained as Taiwan Semiconductor Manufacturing Co. (TSMC) posted strong results boosting investor confidence in the AI sector. TSMCs upbeat outlook on AI chip demand lifted semiconductor stocks like Nvidia and AMD driving broader market optimism"  
[X Link](https://x.com/nitinbh55798766/status/1978869652286771568) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:04Z XXX followers, XX engagements


"3. Falling real yields In stagflation nominal rates rise (Fed hikes to fight inflation) but real yields (adjusted for inflation) may remain negative if inflation stays high. That makes non-yielding assets like gold/silver more attractive driving prices up"  
[X Link](https://x.com/nitinbh55798766/status/1978871132150469058) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:10Z XXX followers, XX engagements


"South Koreas request for a dollar swap line (similar to Argentinas) signals growing stress in global dollar liquidity the lifeblood of international finance"  
[X Link](https://x.com/nitinbh55798766/status/1978872634214695302) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:16Z XXX followers, XX engagements


"South Korea reportedly wants to renew or expand its dollar swap line with the U.S. Federal Reserve an arrangement that lets its central bank borrow dollars directly from the Fed in exchange for won (its own currency)"  
[X Link](https://x.com/nitinbh55798766/status/1978872703634518122) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:16Z XXX followers, XX engagements


"2. Strong dollar index (DXY): A strong USD makes borrowing or repaying dollar debt more expensive for foreign entities worsening the shortage"  
[X Link](https://x.com/nitinbh55798766/status/1978872879849836953) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:17Z XXX followers, XX engagements


"Why countries like South Korea Argentina want swap lines: To stabilize their currencies amid dollar strength. To access emergency USD liquidity if local markets panic. To avoid reserves depletion and protect capital markets"  
[X Link](https://x.com/nitinbh55798766/status/1978873044975391072) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:17Z XXX followers, XX engagements


"Dollar liquidity is tightening as high U.S. rates fiscal drain and global risk aversion pull dollars home. This fuels currency volatility funding stress and may push more nations to seek Fed swap lines or diversify reserves (into gold yuan or local-currency trade)"  
[X Link](https://x.com/nitinbh55798766/status/1978873358176653781) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:19Z XXX followers, XX engagements


"South Korea- High corporate foreign-currency borrowing; big dependence on semiconductors and trade flows in USD. Indonesia Dollar-denominated corporate debt + commodity exposure; Bank Indonesia uses swaps to stabilize the rupiah"  
[X Link](https://x.com/nitinbh55798766/status/1978874251106226660) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:22Z XXX followers, XX engagements


"Thailand- Tourism-based FX inflows fell post-COVID; USD debt and local bond outflows create vulnerability. India- Relatively safer but rupee volatility spikes when U.S. yields surge; RBI actively intervenes using $XXX B reserves"  
[X Link](https://x.com/nitinbh55798766/status/1978874387219779857) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:23Z XXX followers, XX engagements


"Frontier or small economies with dollar-pegged regimes Countries with currency pegs or heavy USD use suffer when liquidity tightens: Jordan Lebanon Ghana Kenya pegs or partial dollarization make USD scarcity devastating"  
[X Link](https://x.com/nitinbh55798766/status/1978874482292068784) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:23Z XXX followers, XX engagements


"In short: Most exposed: high-debt import-dependent emerging markets (Argentina Turkey Egypt Pakistan). Moderate risk: export economies (South Korea Indonesia Thailand) if Fed stays hawkish"  
[X Link](https://x.com/nitinbh55798766/status/1978874699221471679) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:24Z XXX followers, XX engagements


"Nifty Bank hit a record high as investor optimism rose ahead of Diwali driven by strong Q2 earnings from major lenders improving credit growth and robust asset quality"  
[X Link](https://x.com/nitinbh55798766/status/1979075730538377512) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:43Z XXX followers, XX engagements


"HDFC Bank and ICICI Bank led gains. Analysts see continued upside if liquidity and earnings momentum sustain"  
[X Link](https://x.com/nitinbh55798766/status/1979075744530678118) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:43Z XXX followers, XX engagements


"Ola Electric shares surged over XX% in three sessions amid strong investor optimism. The rally is driven by the companys foray into battery energy storage systems for homes festive season demand for EVs and expectations of robust Q2 results"  
[X Link](https://x.com/nitinbh55798766/status/1979076763616710907) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:47Z XXX followers, XX engagements


"They rule out increasing it to XXXXX% or more because surpassing the XX% threshold would trigger a mandatory open offer under Indian takeover rules. SMBC prefers to remain a major shareholder and influence governance rather than take on executive roles"  
[X Link](https://x.com/nitinbh55798766/status/1979077002390048832) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:48Z XXX followers, XX engagements


"Waaree Energies Indias top solar panel maker plans to expand in the US despite a trade probe into alleged tariff evasion by Indian firms. It will set up a 2-GW solar module factory in Texas to serve the local market directly reducing export risks"  
[X Link](https://x.com/nitinbh55798766/status/1979077147131261202) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:48Z XXX followers, XXX engagements


"The brands rapid expansion strained financeshigh marketing costs heavy brewery investments and rising input prices squeezed margins. Indias strict state-wise beer taxes and distribution rules made scaling tough"  
[X Link](https://x.com/nitinbh55798766/status/1979078860479086883) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:55Z XXX followers, XX engagements


"Megha Engineering & Infrastructures (MEIL) won a $XXXXX million contract from the Kuwait Oil Company to build operate and manage a gas sweetening and sulphur recovery plant in Kuwaits oilfields. The plant will treat sour gas at about XXX million standard cubic feet per day"  
[X Link](https://x.com/nitinbh55798766/status/1979080884633718834) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:03Z XXX followers, XX engagements


"Mumbai Polices Economic Offences Wing (EOW) is probing IndusInd Bank over alleged accounting irregularities involving XXX crore in unsubstantiated manual entries that were not disclosed earlier"  
[X Link](https://x.com/nitinbh55798766/status/1979082481816211560) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:10Z XXX followers, XX engagements


"IndusInd Bank clarified that the reported XXX crore accounting irregularity is not part of any new investigation. The discrepancy was flagged earlier by an independent external agency in April 2025 and the bank says it has made all necessary disclosures"  
[X Link](https://x.com/nitinbh55798766/status/1979084619862667501) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:18Z XXX followers, XX engagements


"Gold recently broke above $4300/oz on COMEX and Rs 1.32-1.35 lakh per XX g in India marking its strongest weekly rise in five years. Year-to-date its up more than 50%. Weaker US dollar makes gold more attractive globally"  
[X Link](https://x.com/nitinbh55798766/status/1979085472191156675) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:22Z XXX followers, XX engagements


"Bitcoin and Ethereum have fallen below important technical support levels weakening market sentiment. Bitcoin is trading near $109000 and Ethereum around $3930"  
[X Link](https://x.com/nitinbh55798766/status/1979087827586498654) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:31Z XXX followers, XX engagements


"The broader crypto market has dropped XXX% pushing total market capitalization below $XXX trillion (to about $XXXX trillion). In the past week Bitcoin lost XX% and Ethereum 9.8%. Other major tokens (BNB XRP Solana Dogecoin Cardano) also saw declines up to 4%"  
[X Link](https://x.com/nitinbh55798766/status/1979087877674770840) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:31Z XXX followers, XXX engagements


"Previously Godda plants output was being supplied only to Bangladesh. The approval also gives Adani Power powers under the Telegraph Act to lay and maintain the line across villages in Jharkhand"  
[X Link](https://x.com/nitinbh55798766/status/1979088170596647279) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:32Z XXX followers, XX engagements


"In another move Adani Power formed a JV with Bhutans Druk Green Power to develop a XXX MW hydro project (49:51 split) in Bhutan"  
[X Link](https://x.com/nitinbh55798766/status/1979088203715088408) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:32Z XXX followers, XX engagements


"Because of the U.S. federal government shutdown official economic data are delayed making it harder to read real conditions though the Fed relies on alternative sources"  
[X Link](https://x.com/nitinbh55798766/status/1979089444863898043) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:37Z XXX followers, XX engagements


"Other regional banks also weakened: Western Alliance fell XXXX% after initiating a fraud lawsuit against a borrower. Broad declines hit most S&P XXX sectors led by financials ( -2.75%) and technology & insurance dragging indices lower"  
[X Link](https://x.com/nitinbh55798766/status/1979092636658188575) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:50Z XXX followers, XX engagements


"RBI MPC member Ram Singh warns that cutting rates further now may lead to an overdose of stimulus i.e. risks of overheating asset bubbles or loss of control. He says existing monetary and fiscal actions are still working through the system so adding more could backfire"  
[X Link](https://x.com/nitinbh55798766/status/1979094823715090874) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:59Z XXX followers, XX engagements


"Indias gold reserves held by the RBI have crossed $XXX billion reaching $XXXXXXX billion thanks mostly to rising global gold prices even though new gold purchases slowed this year"  
[X Link](https://x.com/nitinbh55798766/status/1979171628715024644) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T13:04Z XXX followers, XX engagements


"Funds will be used to expand data centers in Chennai and Navi Mumbai repay debt (600 crore) and for general corporate purposes. As of June 2025 Sify Infinit ran XX colocation centers across X cities with XXX MW capacity"  
[X Link](https://x.com/nitinbh55798766/status/1979179781171352045) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T13:36Z XXX followers, XX engagements


"Its revenue grew from 1021 cr in FY XX to 1428 cr in FY 25; net profits rose too. The IPO is led by JM Financial CLSA India JP Morgan India Kotak Mahindra Capital & Morgan Stanley India"  
[X Link](https://x.com/nitinbh55798766/status/1979179822212616434) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T13:36Z XXX followers, XX engagements


"In FY25 Lenskart turned profitable with net profit XXX crore after posting a loss in FY24. Revenue grew XX% to 6625 crore in FY25 (from 5428 crore). Over XX% of revenue came from international markets (Taiwan Australia Japan South Korea Thailand West Asia)"  
[X Link](https://x.com/nitinbh55798766/status/1979181227673559150) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T13:42Z XXX followers, XX engagements


"Investors in the first Sovereign Gold Bond (SGB) tranche of November 2015 earned a XXX% total return in X years as gold prices surged from 2684 to 11755 per gram. Apart from capital gains investors also received a XXXX% annual interest on the issue price"  
[X Link](https://x.com/nitinbh55798766/status/1979183765852426571) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T13:52Z XXX followers, XX engagements


"Canara Bank has reduced its stake in Canara HSBC Life Insurance from XX% to XXXX% by selling shares in an IPO (offerforsale). The insurer began trading on NSE and BSE as a publicly listed company"  
[X Link](https://x.com/nitinbh55798766/status/1979184474328821976) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T13:55Z XXX followers, XX engagements


"The Department of Financial Services has instructed CEOs of state-run banks to speed up the process of listing their subsidiaries on stock exchanges"  
[X Link](https://x.com/nitinbh55798766/status/1979186170438529388) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T14:02Z XXX followers, X engagements


"Listing subsidiaries via IPOs can unlock value for shareholders and improve corporate governance due to regulatory oversight and public scrutiny. Secretary M. Nagaraju urged banks like Bank of Baroda PNB Union Bank and Bank of India to act decisively"  
[X Link](https://x.com/nitinbh55798766/status/1979186218840850790) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T14:02Z XXX followers, XX engagements


"He also emphasized insurers should ensure prompt claims settlement as higher claim settlement ratios can boost insurance penetration and market share"  
[X Link](https://x.com/nitinbh55798766/status/1979186250210070835) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T14:02Z XXX followers, X engagements


"The government told CEOs of public sector banks to speed up IPOs of their subsidiaries like insurance asset management or housing finance arms so they can be listed on stock exchanges"  
[X Link](https://x.com/nitinbh55798766/status/1979186430359519401) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T14:03Z XXX followers, X engagements


"The U.S. bases tariffs on the country where the solar cell (not module) was manufactured; so even modules assembled in India get tariffs based on cell origin. Vikram Solar plans to source cells from countries that face lower duties"  
[X Link](https://x.com/nitinbh55798766/status/1979187352179478835) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T14:06Z XXX followers, XXX engagements


"Waaree Energies says its U.S. supply chain is China-free and avoids using domestically made cells to limit tariff exposure. So far both companies say their U.S. orders havent been affected by the tariffs"  
[X Link](https://x.com/nitinbh55798766/status/1979187400812433477) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T14:07Z XXX followers, XXX engagements


"With nearly XX Embraer aircraft already active in India the company plans to expand its local teams in procurement supply chain and engineering"  
[X Link](https://x.com/nitinbh55798766/status/1979192106829910189) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T14:25Z XXX followers, XX engagements


"IndiGo has placed a firm order for XX Airbus A350-900 wide-body aircraft doubling its earlier commitment. The airline has signed with Rolls-Royce to supply Trent XWB-84 engines for the new fleet"  
[X Link](https://x.com/nitinbh55798766/status/1979232114496409910) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:04Z XXX followers, XX engagements


"2. Shipbuilding & maritime infrastructure Given that XX% of trade is sea-based heavy government spending on domestic shipyards ports and related supply chains is expected"  
[X Link](https://x.com/nitinbh55798766/status/1979232412828864798) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:05Z XXX followers, X engagements


"Reliance Jewels has reported a XX% increase in average bill value despite significant fluctuations in gold prices"  
[X Link](https://x.com/nitinbh55798766/status/1979234391042961600) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:13Z XXX followers, XX engagements


"Gold prices have jumped XX% in the past six months amid global uncertainty trade tensions and tariff pressures. As of October XX gold was trading at 127851 per XX g"  
[X Link](https://x.com/nitinbh55798766/status/1979234429919989903) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:13Z XXX followers, X engagements


"L&T Technology Services (LTTS) reported its Q2 FY XX results showing XXXX% YoY revenue growth to 2979.5 crore and a net profit of XXX crore up XXX% YoY (and XXX% QoQ). EBIT margin stood at 13.4%"  
[X Link](https://x.com/nitinbh55798766/status/1979236212935397657) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:21Z XXX followers, XX engagements


"It suggests temporarily relaxing rules and allowing shares to be credited directly to an investors demat account after verification by the company or registrar/transfer agent (RTA) eliminating extra steps"  
[X Link](https://x.com/nitinbh55798766/status/1979236646899036565) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:22Z XXX followers, X engagements


"One key change is removing the requirement for a Letter of Confirmation (LOC) currently used as an intermediate document which causes delays and complications"  
[X Link](https://x.com/nitinbh55798766/status/1979236680524796084) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:22Z XXX followers, XX engagements


"Persistent posted strong Q2 results with sequential revenue growth and an improved operating margin of XXXX %. They secured a record $XXXXX mn in order bookings driven by renewals. A recovery in its healthcare division lifted growth momentum"  
[X Link](https://x.com/nitinbh55798766/status/1979236877757747389) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:23Z XXX followers, XX engagements


"India is gearing up for a massive rail infrastructure push with plans to build 7000 km of high-speed corridors by 2047"  
[X Link](https://x.com/nitinbh55798766/status/1979443219508400376) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:03Z XXX followers, XX engagements


"3. US-China tensions / global trade risks Renewed friction in tariffs supply chains and trade policies may dampen business sentiment globally. X. UK inflation & fiscal stress Higher-than-expected inflation may delay BoE easing; tight public finances could strain markets"  
[X Link](https://x.com/nitinbh55798766/status/1979443618911072473) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:05Z XXX followers, X engagements


"India remains heavily dependent on Chinese components and goods for its industries. The growing deficit underscores risks in trade balance and supply chain dependence"  
[X Link](https://x.com/nitinbh55798766/status/1979453104572825782) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:42Z XXX followers, X engagements


"India already has a trade deal with Australia and plans to expand its sourcing to multiple countries aiming for a more resilient and diversified supply of these critical minerals"  
[X Link](https://x.com/nitinbh55798766/status/1979453375252218007) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:43Z XXX followers, XX engagements


"Basing prolongation (delay) cost compensation on a fixed percentage of the total project cost to fairly compensate for financing/holding costs"  
[X Link](https://x.com/nitinbh55798766/status/1979453858469548067) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:45Z XXX followers, X engagements


"Adjusting concession period increases (cap at XX %) creating a minimum revenue guarantee and enabling pass-through for policies like annual passes. These changes aim to reduce financial risk attract more investors and speed up highway project delivery in India"  
[X Link](https://x.com/nitinbh55798766/status/1979453891227144343) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:45Z XXX followers, XX engagements


"HDFC Bank posted a standalone net profit of 18641 crore in Q2 FY26 up XX% year-on-year. Its net interest income (NII) grew XXX% year-on-year to 31550 crore"  
[X Link](https://x.com/nitinbh55798766/status/1979497166944284922) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T10:37Z XXX followers, XX engagements


"The net interest margin (NIM) stood at XXXX% of total assets showing that the banks asset-yielding business still outpaced cost of funds. Deposits and advances both saw solid growth and asset quality continued improving: GNPA ratio declined to XXXX% net NPAs at 0.42%"  
[X Link](https://x.com/nitinbh55798766/status/1979497201031385598) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T10:38Z XXX followers, XX engagements


"HDFC Bank delivered healthy profitability stable interest income growth and improving credit quality in Q2 a performance worthy of celebration around Dhanteras"  
[X Link](https://x.com/nitinbh55798766/status/1979497227937554486) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T10:38Z XXX followers, XX engagements


"Strong leasing and net absorption fuel this: XX million sq ft absorbed in first X months of 2025 up XX % YoY"  
[X Link](https://x.com/nitinbh55798766/status/1979498199816827214) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T10:42Z XXX followers, X engagements


"During Dhanteras traditionally people buy gold and silver as symbols of wealth and prosperity"  
[X Link](https://x.com/nitinbh55798766/status/1979564123257229357) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:04Z XXX followers, XX engagements


"For the festival season crypto (specifically Bitcoin) could be considered alongside metals as part of a modern wealth-creation mindset but it should be done thoughtfully"  
[X Link](https://x.com/nitinbh55798766/status/1979564382821749048) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:05Z XXX followers, XX engagements


"The Donald Trump administrations strong push to crack down on immigration is shaking the U.S. labour market. Many immigrant workersboth low-wage labourers and highly-skilled professionalsare losing jobs or being deported"  
[X Link](https://x.com/nitinbh55798766/status/1979564850058830163) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:06Z XXX followers, X engagements


"Industries like agriculture health care and manufacturing depend heavily on foreign workersso shortages are arising production costs are rising and inflation risks increase"  
[X Link](https://x.com/nitinbh55798766/status/1979564879486112215) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:07Z XXX followers, X engagements


"Julius Baers Rupen Rajguru calls the recent GST reforms a Diwali bonanza for India as the GST Council cut taxes on many goods and services to boost consumption amid slowing growth"  
[X Link](https://x.com/nitinbh55798766/status/1963496234271805609) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-09-04T06:55Z XXX followers, XX engagements


"Other robotics stocks like Yaskawa Electric also rose sharply reflecting strong investor enthusiasm for AI-driven tech. SoftBank alone contributed XXX points to the Nikkeis 845-point gain"  
[X Link](https://x.com/nitinbh55798766/status/1976209458016682352) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-09T08:53Z XXX followers, XX engagements


"Investor takeaway: Long-term investors may hold if confident in growth while short-term investors should be cautious. Monitoring financials regulatory updates and market trends is key before making decisions"  
[X Link](https://x.com/nitinbh55798766/status/1976596896849269200) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-10T10:33Z XXX followers, XX engagements


"The case involves a fake XX crore bank guarantee issued in the name of FirstRand Bank Manila for a Solar Energy Corporation of India (SECI) project. The ED alleges fund diversion fake invoices forged emails and use of private messaging apps to hide communication"  
[X Link](https://x.com/nitinbh55798766/status/1977035963567423534) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-11T15:37Z XXX followers, XX engagements


"Unlocking Tata Sons' value- From public data: Tata Sons holds XXXXX% of TCS. Tata Sons holds XXXX% stake in Tata Motors (or in that ballpark) It holds various stakes in Tata Power Tata Steel Indian Hotels Tata Chemicals Tata Elxsi among others"  
[X Link](https://x.com/nitinbh55798766/status/1977422298639646957) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-12T17:13Z XXX followers, XXX engagements


"Frances OP Mobility (formerly Plastic Omnium) will invest $XXX million in India over five years to expand its presence. It plans to add five new plants in key auto hubs like Chennai Manesar Aurangabad Hansalpur and Kharkhoda doubling its current footprint"  
[X Link](https://x.com/nitinbh55798766/status/1977593205442203984) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-13T04:32Z XXX followers, XX engagements


"UK-based Investec has initiated coverage on Adani Ports & SEZ with a Buy rating and a 1715 target price implying a XX% upside. It expects a XX% revenue CAGR (FY2530) driven by organic growth logistics integration and global expansion"  
[X Link](https://x.com/nitinbh55798766/status/1977704871366189499) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-13T11:55Z XXX followers, XX engagements


"The Supreme Court has refused to entertain Asian Paints plea challenging a Competition Commission of India (CCI) probe into alleged market abuse"  
[X Link](https://x.com/nitinbh55798766/status/1977705199335600246) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-13T11:57Z XXX followers, XX engagements


"Swiss private bank Julius Baer faces losses after Germanys Degag Group went insolvent. The bank filed claims worth XX million exceeding its 2023 German profits. Degag burdened with XXX billion in debt has sparked investigations into its former executives"  
[X Link](https://x.com/nitinbh55798766/status/1977741606548574598) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-13T14:21Z XXX followers, XX engagements


"Julius Baer had earlier set aside CHF XXX million for bad loans following earlier real-estate losses from the Signa collapse. The case highlights ongoing stress in Europes property sector and could further pressure the banks earnings and risk profile"  
[X Link](https://x.com/nitinbh55798766/status/1977741621648122190) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-13T14:22Z XXX followers, XX engagements


"Bristol Myers Squibb (BMS) has launched Kopozgo (mavacamten) in India a first-in-class selective cardiac myosin inhibitor for treating obstructive hypertrophic cardiomyopathy (HCM) in adults"  
[X Link](https://x.com/nitinbh55798766/status/1977783236777656475) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-13T17:07Z XXX followers, XX engagements


"The government is considering increasing the minimum pension under the Employees Pension Scheme (EPS-95) which is currently 1000/month a rate maintained via budgetary support"  
[X Link](https://x.com/nitinbh55798766/status/1977955261542470056) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-14T04:30Z XXX followers, XX engagements


"Aurobindo Pharmas promoters have raised 2000 crore via two debt tranches to fund real estate and other asset purchases through Auro Realty. The first tranche is XXX cr (11.75% interest 2-year term) and the second 1450 cr (15.5% interest 4-year term)"  
[X Link](https://x.com/nitinbh55798766/status/1977956854413340720) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-14T04:37Z XXX followers, XX engagements


"They also added HDFC Bank M&M and Tata Steel while cutting holdings in Axis Bank Maruti Suzuki and Bajaj Finance. Overall MF cash levels slightly dipped indicating a shift toward equities"  
[X Link](https://x.com/nitinbh55798766/status/1978059569839350021) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-14T11:25Z XXX followers, XX engagements


"NPCI International (NIPL) has signed an MoU with Japans NTT DATA to enable UPI payments in Japan allowing Indian tourists to pay using their UPI apps at merchant outlets connected to NTT DATAs CAFIS network Japans largest card payment system"  
[X Link](https://x.com/nitinbh55798766/status/1978062303061778477) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-14T11:36Z XXX followers, XX engagements


"Nomura values Tata Motors passenger and commercial vehicle arms almost equally post-demerger with target prices of XXX (PV) and XXX (CV). It maintains a Neutral rating warning of near-term volatility from index rebalancing and investor flow shifts"  
[X Link](https://x.com/nitinbh55798766/status/1978065433082114523) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-14T11:48Z XXX followers, XX engagements


"Prabhudas Lilladher raised its Nifty target to 28781 (bull: 30220; bear: 25903) expecting XXXX% EPS CAGR over FY25-27. The brokerage stays bullish on banks NBFCs autos metals defence and select durables"  
[X Link](https://x.com/nitinbh55798766/status/1978067489704554718) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-14T11:56Z XXX followers, XX engagements


"It added M&M Tata Steel SBI Amber Enterprises and Latent View Analytics as high-conviction picks while dropping Bharti Airtel Aster DM Healthcare Crompton Consumer and Ingersoll Rand"  
[X Link](https://x.com/nitinbh55798766/status/1978067515134603766) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-14T11:57Z XXX followers, XXX engagements


"This will squeeze margins for players like JSW Steel and SAIL. In contrast non-ferrous producers (Hindalco Vedanta NALCO) are likely to post better results aided by a 1520% rise in global aluminium and zinc prices"  
[X Link](https://x.com/nitinbh55798766/status/1978356323637989879) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T07:04Z XXX followers, XXX engagements


"3. Industrial Overcapacity China produces more than it consumes in sectors like steel EVs and solar. Excess supply forces firms to cut prices. X. Falling Producer Prices (PPI) Global commodity weakness and lower input costs keep factory-gate prices depressed"  
[X Link](https://x.com/nitinbh55798766/status/1978361936853991903) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T07:26Z XXX followers, XX engagements


"Japans Nikkei XXX rebounded XXX% to 47672 after a sharp tech-led drop with the Topix up 1.6%. SoftBank rose XXX% and Advantest gained XXX% as chip stocks recovered. Mercari surged XX% after exiting its on-demand job unit while Aeon jumped XXX% on record profits"  
[X Link](https://x.com/nitinbh55798766/status/1978382469989650522) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T08:48Z XXX followers, XX engagements


"SEBI has barred Nirman Agri Genetics Ltd and promoter Pranav Kailas Bagal from the securities market after finding that XX% of IPO funds (18.9 crore) were diverted to bogus entities like Janvi Traders and Lalit Traders many non-existent or linked to the promoter"  
[X Link](https://x.com/nitinbh55798766/status/1978383825433469400) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T08:53Z XXX followers, XXX engagements


"Swiss private bank Julius Baer is grappling with major credit losses tied to its exposure to Germanys Degag Group a real estate developer that has recently become insolvent"  
[X Link](https://x.com/nitinbh55798766/status/1978463466714464554) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T14:10Z XXX followers, XX engagements


"India is planning to move from quoting gold prices per XX grams to per X gram a change aimed at simplifying trade standardizing pricing and aligning domestic markets with global practices"  
[X Link](https://x.com/nitinbh55798766/status/1978464151753064503) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-15T14:13Z XXX followers, XX engagements


"U.S. banks borrowed $XXX billion from the Feds Standing Repo Facility (SRF)the largest single-day draw (outside quarter-ends)as overnight funding rates spiked. Repo (or overnight) rates briefly hit XXXX % closing around XXXX % up from XXXX % last week"  
[X Link](https://x.com/nitinbh55798766/status/1978725607321006125) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T07:32Z XXX followers, XX engagements


"Global debt has surged past $XXX trillion pushing central banks to reassess golds strategic value. With rising fiscal deficits slowing growth and currency risks gold is regaining importance as a neutral reserve asset free from counterparty or geopolitical risk"  
[X Link](https://x.com/nitinbh55798766/status/1978734890800615636) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T08:08Z XXX followers, XX engagements


"A Swiss government official said Switzerland will support India in modernising its railway sector following a meeting with the Indian Railway Board. The collaboration will focus on advanced technology safety systems sustainability and efficiency improvements"  
[X Link](https://x.com/nitinbh55798766/status/1978762822214414610) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T09:59Z XXX followers, XX engagements


"LTIMindtree reported a XX% YoY rise in consolidated net profit to 1401 crore for Q2 FY25 driven by a XX% increase in revenue to 9092 crore. The IT firm saw sequential revenue growth of XXX% in constant currency with operating margin improving to 15.2%"  
[X Link](https://x.com/nitinbh55798766/status/1978822192365289479) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T13:55Z XXX followers, XX engagements


"It added Mahindra & Mahindra Grasim Industries and Axis Bank to its preferred stock list citing attractive valuations and solid business prospects. Nomura expects sectors like financials autos and industrials to drive market gains ahead"  
[X Link](https://x.com/nitinbh55798766/status/1978824788081602825) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T14:06Z XXX followers, XX engagements


"The Commonwealth Sport Executive Board has recommended Ahmedabad India to host the 2030 Commonwealth Games marking the centenary edition of the Games. The decision must still be formally approved by the Commonwealth Sport General Assembly on XX November 2025 in Glasgow"  
[X Link](https://x.com/nitinbh55798766/status/1978865272640459078) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T16:47Z XXX followers, XX engagements


"Tata Steel has signed a contract with Air Water India Pvt Ltd (AWIPL) for the operation and maintenance of its Air Separation Unit (ASU) at the Jamshedpur plant. The ASU supplies oxygen nitrogen and argon essential for steelmaking"  
[X Link](https://x.com/nitinbh55798766/status/1978867355854721046) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T16:55Z XXX followers, XX engagements


"An Air India Boeing XXX Dreamliner from Delhi faced a technical issue after landing at Hong Kong airport on Wednesday. The aircraft with XXX passengers on board was grounded for inspection and maintenance. Air India arranged alternate flights for affected passengers"  
[X Link](https://x.com/nitinbh55798766/status/1978869931837133161) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:05Z XXX followers, XX engagements


"Argentina- Already struggling with dollar shortages IMF dependence and 100%+ inflation; dollar debt + import demand make it extremely exposed. Turkey- Huge short-term external debt ($200 B) limited FX reserves and persistent current-account deficits"  
[X Link](https://x.com/nitinbh55798766/status/1978873757159821325) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:20Z XXX followers, XX engagements


"Bonds are pricing in rate cuts not inflation If markets believe the Fed will cut rates soon (because growth is weakening) yields fall even if inflation stays sticky"  
[X Link](https://x.com/nitinbh55798766/status/1978878541690548713) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:39Z XXX followers, XX engagements


"Structural demand distortions Central banks (China India BRICS) are buying record gold reserves unrelated to U.S. yield moves. Pension funds and insurers keep buying Treasuries for duration matching limiting yield spikes"  
[X Link](https://x.com/nitinbh55798766/status/1978878791306076428) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:40Z XXX followers, XX engagements


"Supply-demand imbalances in bonds dont always mirror inflation expectations in real time. Gold & silver rising + stable bond yields = markets expect inflation + weak growth not runaway inflation. Its a sign of stagflationary caution not a hot economy reflation rally"  
[X Link](https://x.com/nitinbh55798766/status/1978878897883119739) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-16T17:41Z XXX followers, XX engagements


"8 key triggers behind it: X. Return of foreign inflows FIIs turned net buyers injecting funds after months of withdrawal. X. Easier U.S. bond yields Lower U.S. Treasury yields improve the attractiveness of emerging market equities like Indias"  
[X Link](https://x.com/nitinbh55798766/status/1979076475652575708) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:46Z XXX followers, XX engagements


"SMBC (Sumitomo Mitsui Banking Corporation) has declared that it will not raise its stake in Yes Bank beyond its current shareholding. SMBC currently holds about XXXX% in Yes Bank"  
[X Link](https://x.com/nitinbh55798766/status/1979076973285773807) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:48Z XXX followers, XXX engagements


"After SEBI cleared the Adani-Hindenburg case confidence is returning to Adani stocks. GQG Partners has increased its stakes in X Adani-related companies: ACC Adani Enterprises Adani Energy Solutions and Ambuja Cements signaling strong conviction"  
[X Link](https://x.com/nitinbh55798766/status/1979077313682657340) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:49Z XXX followers, XXX engagements


"LIC largely maintained its positions in these stocks trimming only slightly in Adani Ports & SEZ. Meanwhile Foreign Institutional Investors (FIIs) are reducing or rebalancing exposures across several Adani stocks"  
[X Link](https://x.com/nitinbh55798766/status/1979077359245705501) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:49Z XXX followers, XX engagements


"Micron is pulling out of Chinas server memory chip market (for data-centres) after a 2023 Chinese ban disrupted that business. It will still supply to sectors like laptops (e.g. Lenovo) autos and mobile devices in China"  
[X Link](https://x.com/nitinbh55798766/status/1979077825727729848) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:51Z XXX followers, XX engagements


"Micron made about $XXX billion (12% of revenue) from China in its last fiscal year. Rivals like Samsung SK Hynix and Chinese players have benefited from this pull-back. The move reflects rising U.S.China tech tensions and regulatory risks in China"  
[X Link](https://x.com/nitinbh55798766/status/1979077867909845057) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:51Z XXX followers, XX engagements


"Bira XX helmed by founder Ankur Jain launched as a challenger to the legacy beer leaders like United Breweries Ltd (UBL) trying to disrupt the market with a more youthful craft-beer image"  
[X Link](https://x.com/nitinbh55798766/status/1979078139113292185) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T06:52Z XXX followers, XX engagements


"SpiceJet is launching direct non-stop flights from Mumbai and Ahmedabad to Najaf Iraq starting October XX and XX 2025 respectively. It will be the only Indian airline operating this route. The service is scheduled to run from October 2025 through March 2026"  
[X Link](https://x.com/nitinbh55798766/status/1979080456092921974) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:02Z XXX followers, XX engagements


"Maruti Suzuki Indias largest carmaker is betting on small cars like the Alto WagonR and S-Presso to drive growth again amid rising SUV dominance"  
[X Link](https://x.com/nitinbh55798766/status/1979080662649802957) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:02Z XXX followers, XX engagements


"Indian refiners IOC and HPCL have for the first time purchased X million barrels of Guyanese crude oil from Exxon Mobil to be delivered in late 2025 or early 2026. IOC bought X million barrels of the Golden Arrowhead (GAH) grade"  
[X Link](https://x.com/nitinbh55798766/status/1979081244487925887) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:05Z XXX followers, XX engagements


"Six asset reconstruction companies (ARCs) including Edelweiss ARC and JM Financial ARC have shown interest in acquiring DLI Logistics XXX crore debt from banks. The move comes as lenders seek to recover dues from the troubled logistics firm"  
[X Link](https://x.com/nitinbh55798766/status/1979081491482120258) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:06Z XXX followers, XX engagements


"Chinas curbs on rare earth exports have raised global concerns over supply of critical minerals essential for tech electronics EVs and defence. India and other nations are urging companies to build local capacity and diversify sources"  
[X Link](https://x.com/nitinbh55798766/status/1979082818010382468) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:11Z XXX followers, XX engagements


"An Air India Boeing XXX Dreamliner faced a technical snag at Hong Kong International Airport leading to a delay in its return flight to Delhi"  
[X Link](https://x.com/nitinbh55798766/status/1979084168647839956) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:16Z XXX followers, XX engagements


"Russias share of imports rose from XXX% in 2019-20 to XX% in 2023-24. Discounts on Russian crude have narrowed so India is diversifying again increasing imports from the US UAE Brazil etc"  
[X Link](https://x.com/nitinbh55798766/status/1979084998113399094) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:20Z XXX followers, XX engagements


"Expectations of rate cuts by the US Fed (gold doesnt yield interest so lower rates help) Strong central bank buying & sovereign diversification away from dollar Geopolitical risks & safe-haven demand Seasonal & cultural buying (e.g. in India around Diwali)"  
[X Link](https://x.com/nitinbh55798766/status/1979085510992638141) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:22Z XXX followers, XX engagements


"Gold could push toward $4250$4500/oz and Rs 1.281.35 lakh domestically (if USD/INR remains favorable)"  
[X Link](https://x.com/nitinbh55798766/status/1979085573253156878) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:22Z XXX followers, XX engagements


"Risks: Rising rates or unexpected hawkish central bank moves Dollar rebound Profit-taking or technical corrections Macro surprises (inflation global growth)"  
[X Link](https://x.com/nitinbh55798766/status/1979085634628202699) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:22Z XXX followers, XX engagements


"Nitesh Kumar Managing Director & CEO of Emami Realty has been appointed Co-Chairman of the Infrastructure & Real Estate Council at the Merchants Chamber of Commerce & Industry (MCCI) for the 2025-26 term"  
[X Link](https://x.com/nitinbh55798766/status/1979085844721078358) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:23Z XXX followers, XX engagements


"This appointment recognizes his contributions to the real estate sector and his active role within MCCI"  
[X Link](https://x.com/nitinbh55798766/status/1979085879743242569) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:23Z XXX followers, XX engagements


"India is seeing recordhigh gold premiums more than in the past decade as demand surges ahead of festivals like Dhanteras and Diwali. Spot gold globally broke above $4300/oz rising XXX% in a week thanks to U.S.China tensions and expectations of a U.S. rate cut"  
[X Link](https://x.com/nitinbh55798766/status/1979087199267418249) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:28Z XXX followers, XX engagements


"Eternals Q2 results were mixed but overall positive. The company reported solid revenue growth and margin improvement driven by strong demand and cost efficiency. Analysts raised target prices up to XXX citing improved earnings visibility and expansion plans"  
[X Link](https://x.com/nitinbh55798766/status/1979087658744688812) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:30Z XXX followers, XX engagements


"ndias office real estate market is seeing demand exceed supply for the sixth consecutive quarter. In Q3 2025 net leasing jumped XX% year-on-year to XXXX million sq ft while new completions rose XX% to XXXX million sq ft"  
[X Link](https://x.com/nitinbh55798766/status/1979088417645563952) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:33Z XXX followers, XX engagements


"BOJ Governor Kazuo Ueda has left the door open for an October interest rate hike but emphasized that any move depends on fresh economic data and whether Japans inflation and growth forecasts are on track"  
[X Link](https://x.com/nitinbh55798766/status/1979088823880683649) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:35Z XXX followers, XX engagements


"Inflation has remained above X% for over three years increasing pressure for tighter policy. Ueda will review global conditions and results from his Washington visit before deciding"  
[X Link](https://x.com/nitinbh55798766/status/1979088857489371423) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:35Z XXX followers, XX engagements


"Some BOJ board members already dissented in September calling for a rate hikeindicating internal momentum for tightening. Markets see a moderate probability of a XX basis point increase though timing remains uncertain"  
[X Link](https://x.com/nitinbh55798766/status/1979088901672440128) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:35Z XXX followers, XX engagements


"Canara HSBC Life Insurance shares made a flat debut on the BSE and NSE at XXX matching their issue price. The IPO valued at 2300 crore received moderate investor interest with a subscription of around XXX times"  
[X Link](https://x.com/nitinbh55798766/status/1979089040759538160) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:36Z XXX followers, XX engagements


"Minneapolis Fed President Neel Kashkari said he sees only a low risk of a sudden inflation surge but believes the more likely downside is a negative surprise in the labor market. He argued that policymakers may be overestimating how much the economy is slowing"  
[X Link](https://x.com/nitinbh55798766/status/1979089362999472361) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:37Z XXX followers, XX engagements


"Kashkari supports the recent XXXX% interest rate cut and expects two more cuts by year-end viewing them as insurance against possible economic weakness. He is skeptical that inflation will climb to XX% thinking it may stick around X% instead"  
[X Link](https://x.com/nitinbh55798766/status/1979089403050967040) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:37Z XXX followers, XX engagements


"Fitch has upgraded its outlook for IIFL Finance from stable to positive while retaining its long-term issuer rating at B+"  
[X Link](https://x.com/nitinbh55798766/status/1979089599285645351) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:38Z XXX followers, XX engagements


"Due to the RBIs dovish stance (i.e. signaling potential rate cuts and supportive policy) yields on corporate bonds have fallen in the secondary market"  
[X Link](https://x.com/nitinbh55798766/status/1979089900591894919) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:39Z XXX followers, XX engagements


"South Korean shares hit a record high as optimism grew over upcoming trade talks between South Korea and the US. The Kospi index climbed driven by gains in tech and auto stocks amid expectations of stronger exports and potential easing of trade barriers"  
[X Link](https://x.com/nitinbh55798766/status/1979090720041410749) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:42Z XXX followers, XX engagements


"Indian government bonds are expected to open weaker today as markets focus on a fresh supply of debt via this weeks auction. The 10-year bond yield is likely to trade in the XXXX % to XXXX % band (it closed at XXXX % yesterday)"  
[X Link](https://x.com/nitinbh55798766/status/1979090918381883472) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:43Z XXX followers, XX engagements


"Jio Financials Q2 net profit rose XXX% year-on-year to XXX crore while sequentially it more than doubled from XXX crore in Q1 FY26. Revenue from operations surged XX% YoY to XXX crore and XX% sequentially driven by growth in interest fees and commissions"  
[X Link](https://x.com/nitinbh55798766/status/1979091335995969646) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:45Z XXX followers, XX engagements


"The US dollar is heading for a weekly decline as concerns about a potential government shutdown and trade tensions with major partners dampen investor sentiment"  
[X Link](https://x.com/nitinbh55798766/status/1979092146792866147) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:48Z XXX followers, XX engagements


"Jio Financial Q2 net profit grew modestly by XXX% to XXX crore (vs XXX cr YoY). Revenue jumped XX% to XXX crore vs XXX crore"  
[X Link](https://x.com/nitinbh55798766/status/1979093213748072943) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:52Z XXX followers, XX engagements


"Wipro Q2 PAT increased XXX% YoY to 3246 crore. Revenue grew XXX% to 22697 crore. However the profit missed analyst expectations"  
[X Link](https://x.com/nitinbh55798766/status/1979093284971483439) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:53Z XXX followers, XX engagements


"Tata Steel Signed a long-term contract with Air Water India (AWIPL) for operation & maintenance of its Air Separation Unit (ASU) at Jamshedpur. This plant produces oxygen nitrogen argon and compressed air for its blast furnaces & melting shops"  
[X Link](https://x.com/nitinbh55798766/status/1979093319801274505) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:53Z XXX followers, XX engagements


"India dismissed former US President Donald Trumps claim that it has stopped buying Russian oil. Government officials clarified that India continues to import crude from Russia based on its national interests and market needs"  
[X Link](https://x.com/nitinbh55798766/status/1979093529801691343) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:54Z XXX followers, XX engagements


"Nayara Energy partly owned by Rosneft also denied any halt in Russian oil supplies. India reiterated its stance that its oil purchases are guided by energy security affordability and diversification not by external pressure or political statements"  
[X Link](https://x.com/nitinbh55798766/status/1979093550450250093) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:54Z XXX followers, XX engagements


"State Bank of India (SBI) plans to raise 7500 crore via 10-year Tier II bonds. The base issuance is 5000 crore with an optional green shoe of 2500 crore"  
[X Link](https://x.com/nitinbh55798766/status/1979093912762618149) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:55Z XXX followers, XX engagements


"NMDC Steel has become the first company in India to get a BIS license for hot-rolled steel strip sheet and plates used in welded pipelines under the IS 18384:2023 standard"  
[X Link](https://x.com/nitinbh55798766/status/1979094611927736630) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:58Z XXX followers, XX engagements


"This means NMDCs products now officially meet Indian quality and safety norms for materials used in petroleum and natural gas pipelines. It strengthens Indias domestic industrial capability and boosts NMDCs credentials in infrastructure sectors demanding high-grade steel"  
[X Link](https://x.com/nitinbh55798766/status/1979094627199389723) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T07:58Z XXX followers, XX engagements


"Lenskarts IPO is planned to be Rs 75008000 crore combining fresh issuance + offer for sale (OFS). Founders (Peyush & Neha Bansal Amit Chaudhary Sumeet Kapahi) will sell part of their stakes"  
[X Link](https://x.com/nitinbh55798766/status/1979181128042057900) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T13:42Z XXX followers, XX engagements


"Brazilian aerospace firm Embraer has opened a new office in New Delhi to deepen its footprint across Indias commercial defence business aviation services and urban air mobility sectors"  
[X Link](https://x.com/nitinbh55798766/status/1979192082578444442) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T14:25Z XXX followers, XX engagements


"Embraers CEO says India is central to the firms global vision and the new office will strengthen ties with local partners suppliers and customers while supporting Indias Make in India and Atmanirbhar Bharat initiatives"  
[X Link](https://x.com/nitinbh55798766/status/1979192121736466596) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T14:25Z XXX followers, XX engagements


"Indian startups raised $XXX million this week a 10x jump YoY and 5x higher than last week. Major deals: Zepto ($665M) led by Avenir Glade Brook Nexus; Pocket FM ($16M) and Agilitas Sports ($9M). Total XX deals closed"  
[X Link](https://x.com/nitinbh55798766/status/1979207177408778591) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T15:25Z XXX followers, XX engagements


"Ramesh Damani's X sectors to watch over the next decade: X. Rare earths & strategic minerals India aims for self-reliance in critical minerals making investments in exploration processing and supply chains key growth drivers"  
[X Link](https://x.com/nitinbh55798766/status/1979232384349614443) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:05Z XXX followers, XX engagements


"Small finance banks AU Jana and Ujjivan reported lower Q2 net profit largely due to rising expenses and higher credit costs. AU: Net profit fell X% to XXX cr from XXX cr hurt by XX% higher provisions and contraction in net interest margin"  
[X Link](https://x.com/nitinbh55798766/status/1979233333252100150) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:09Z XXX followers, XXX engagements


"Tripura which already exports surplus power to Bangladesh is exploring supplying electricity to Nepal. The proposal was discussed in New Delhi with the final decision resting with Indias central government"  
[X Link](https://x.com/nitinbh55798766/status/1979233591881273356) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-17T17:10Z XXX followers, XX engagements


"Key Gold Rates from Jewellery Brands on Dhanteras 2025- Tanishq (22K): 12210 per gram Malabar Gold & Diamonds (22K): 11995 per gram Joyalukkas (22K): 11995 per gram Kalyan Jewellers (22K): 11995 per gram"  
[X Link](https://x.com/nitinbh55798766/status/1979442791727141339) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:01Z XXX followers, XX engagements


"To meet this demand global railway-equipment and parts manufacturers (like Siemens Wabtec Skoda) are looking to expand in India not just to serve domestic projects but to make India an export hub"  
[X Link](https://x.com/nitinbh55798766/status/1979443245668319695) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:03Z XXX followers, XX engagements


"5 key world market themes- X. US earnings & inflation data Big names like Tesla Netflix to report; delayed CPI release may influence Fed rate decisions. X. Japans political shift A new prime minister could drive stimulus policies creating market volatility"  
[X Link](https://x.com/nitinbh55798766/status/1979443575638364295) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:04Z XXX followers, XX engagements


"5. Bolivia election & sovereign risk The runoff could trigger volatility in debt markets with implications for broader emerging-market sentiment"  
[X Link](https://x.com/nitinbh55798766/status/1979443656802340910) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:05Z XXX followers, XX engagements


"In a high-level call Chinas Vice Premier and the US Treasury Secretary described their discussions as frank in-depth constructive. They plan an in-person meeting soon to continue negotiations"  
[X Link](https://x.com/nitinbh55798766/status/1979443950051360816) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:06Z XXX followers, X engagements


"The talks signal a possible cooling of USChina tensions which could stabilize global trade sentiment and reduce volatility in commodities and currencies"  
[X Link](https://x.com/nitinbh55798766/status/1979444065688289346) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:06Z XXX followers, XX engagements


"However India may face mixed outcomes slower supply-chain diversification if talks succeed but opportunities in tech electronics and manufacturing if disputes persist. Global firms may continue to hedge by investing in India under the China+1 strategy"  
[X Link](https://x.com/nitinbh55798766/status/1979444113473966591) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:07Z XXX followers, XX engagements


"Public sector banks Bank of India Central Bank of India and UCO Bank posted year-on-year profit gains in Q2. This was driven mainly by higher interest income and lower provisioning"  
[X Link](https://x.com/nitinbh55798766/status/1979448447616024670) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:24Z XXX followers, XX engagements


"However they faced margin pressure: their Net Interest Margins (NIMs) contracted. For example Bank of Indias NIM fell from XXXX% to XXXX% and Central Banks dropped XX basis points"  
[X Link](https://x.com/nitinbh55798766/status/1979448482474922246) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:24Z XXX followers, XX engagements


"Mahindra Group and Brazilian aerospace firm Embraer have signed a strategic cooperation agreement to jointly offer the C-390 Millennium multi-role transport aircraft to the Indian Air Force (IAF)"  
[X Link](https://x.com/nitinbh55798766/status/1979452392312824032) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:40Z XXX followers, XX engagements


"Dixon Technologies reported an XX% year-on-year surge in quarterly profit driven by new manufacturing contracts and strong demand across product categories. Revenue rose sharply as the company expanded its customer base in electronics and appliances"  
[X Link](https://x.com/nitinbh55798766/status/1979452822887501938) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:41Z XXX followers, XX engagements


"In H1 of FY26 China overtook all others as Indias top import source with imports worth $XXXXX billion ahead of the UAE. Indias trade deficit with China in AprilSeptember 2025 reached $XXXX billion up from $XXXX billion a year ago"  
[X Link](https://x.com/nitinbh55798766/status/1979453005985648796) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:42Z XXX followers, X engagements


"Imports of electronics (+16.8 %) and machinery (+13.7 %) rose strongly. Silver imports surged XX % reaching $XXX billion used in tech solar batteries. Non-petroleum and non-gems imports (a proxy for core industrial demand) also grew XXX %"  
[X Link](https://x.com/nitinbh55798766/status/1979453058917786089) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:42Z XXX followers, X engagements


"Diversification of sourcing and boosting domestic production (especially in electronics machinery) will be more crucial than ever"  
[X Link](https://x.com/nitinbh55798766/status/1979453142271140331) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:43Z XXX followers, X engagements


"India is aggressively seeking to secure its supply of rare earth minerals by negotiating trade agreements with Chile and Peru two countries rich in these minerals"  
[X Link](https://x.com/nitinbh55798766/status/1979453301671473646) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:43Z XXX followers, XX engagements


"Alongside this India is boosting domestic exploration and encouraging startups in recycling and processing of rare earth waste to reduce dependence on imports. The move is driven by disruptions caused by Chinas restrictions creating vulnerabilities in global supply chains"  
[X Link](https://x.com/nitinbh55798766/status/1979453356180684831) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T07:43Z XXX followers, XX engagements


"Indias top office markets Bengaluru Mumbai Delhi-NCR are seeing vacancy rates fall to a 17-quarter low (15.7%) even as globally many markets face contraction"  
[X Link](https://x.com/nitinbh55798766/status/1979498166044279201) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T10:41Z XXX followers, X engagements


"Global capability centres (GCCs) and tech/outsourcing firms are adding headcount and space making India a central hub in their growth plans. While many parts of the world are downsizing offices India is upgrading and expanding its commercial real estate"  
[X Link](https://x.com/nitinbh55798766/status/1979498279412146657) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T10:42Z XXX followers, XX engagements


"ICICI Bank reported a X% YoY rise in Q2 FY26 net profit to 12359 crore driven by steady loan growth and improved asset quality. Net interest income (NII) increased X% to 19094 crore. The net interest margin stood at 4.40%"  
[X Link](https://x.com/nitinbh55798766/status/1979498757076222313) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T10:44Z XXX followers, XX engagements


"Emirates NBD Bank PJSC (UAE) will inject US $X billion (approx 26580 crore) into RBL Bank Limited via a primary capital allotment giving Emirates NBD a XX% stake in the bank post-dilution"  
[X Link](https://x.com/nitinbh55798766/status/1979563058516418728) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T14:59Z XXX followers, XX engagements


"An open offer will be triggered for an additional XX% stake; subject to the XX% foreign-owner ceiling Emirates NBD may have to sell down if fully subscribed. The deal becomes the largest foreign direct investment (FDI) in Indias financial services space"  
[X Link](https://x.com/nitinbh55798766/status/1979563107593941342) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T14:59Z XXX followers, XX engagements


"Under the agreement Emirates NBD will control a majority of the board of RBL Bank though RBLs existing management continues"  
[X Link](https://x.com/nitinbh55798766/status/1979563142918332616) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:00Z XXX followers, XX engagements


"But it seems like Bitcoin (BTC) is increasingly being viewed as a digital-gold equivalent thanks to its fixed supply (21 million coins) global acceptance and potential for long-term growth"  
[X Link](https://x.com/nitinbh55798766/status/1979564149165437093) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:04Z XXX followers, XX engagements


"However crypto is riskier and more volatile than traditional metals so patience quality and long-term thinking matter if you treat it like a festive investment"  
[X Link](https://x.com/nitinbh55798766/status/1979564318976008420) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:04Z XXX followers, X engagements


"Investors are backing Indias quick commerce firms e.g. Zepto Blinkit Swiggy Instamart because rapid delivery (10-minute fulfilment) is becoming the new norm in urban markets"  
[X Link](https://x.com/nitinbh55798766/status/1979564526753456289) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:05Z XXX followers, XX engagements


"Theres huge market potential estimates for Indias quick commerce market size have recently been upgraded from $XX billion to $XX billion by 2030. Leading platforms are seeing strong revenue growth (even if losses remain) and scaling order volumes and penetration"  
[X Link](https://x.com/nitinbh55798766/status/1979564583640801542) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:05Z XXX followers, X engagements


"The Mumbai bankruptcy court has approved Future Supply Chain Solutions Ltd (FSCSL) the logistics arm of Future Group being acquired by Reliance Retail Ventures Ltd (RRVL)"  
[X Link](https://x.com/nitinbh55798766/status/1979565140392755480) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:08Z XXX followers, XX engagements


"This marks a major step in the restructuring of the Future Groups liabilities and formally integrates their logistics business into the Reliance groups network"  
[X Link](https://x.com/nitinbh55798766/status/1979565167546642938) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:08Z XXX followers, X engagements


"For Reliance this expands their footprint in warehousing supply-chain and logistics operationsareas increasingly important as retail firms scale up fulfilment and delivery"  
[X Link](https://x.com/nitinbh55798766/status/1979565194629329084) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:08Z XXX followers, XX engagements


"For Future Group and its creditors the move provides an exit path via the insolvency process helping clear uncertainty around that asset. The approval means FSCSLs licences and operations can continue without major disruption under the new ownership"  
[X Link](https://x.com/nitinbh55798766/status/1979565279375134968) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:08Z XXX followers, X engagements


"Net Interest Margin (NIM) slid to XXXX % from XXXX % in Q2 FY25. Fee & other income also declined (1651 crore vs 2185 crore last year). On the positive side asset quality remains under control: gross NPA ratio at XXXX % net NPA at XXXX %"  
[X Link](https://x.com/nitinbh55798766/status/1979565458253926449) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:09Z XXX followers, X engagements


"The bank says the loss reflects conservative provisioning (especially in micro-finance) and that this supports balance-sheet strength going forward"  
[X Link](https://x.com/nitinbh55798766/status/1979565487454634295) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:09Z XXX followers, X engagements


"Siddhartha Sacheti CEO of Jaipur Gems has purchased two sea-facing duplex apartments (on the 51st and 52nd floors) in the upscale Worli area of Mumbai for XXX crore"  
[X Link](https://x.com/nitinbh55798766/status/1979565948626702675) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:11Z XXX followers, XX engagements


"Mehul Choksi a prominent Indian-diamantaire once at the helm of Gitanjali Gems is a key accused in the 2018 Punjab National Bank (PNB) scam allegedly involving fraudulent LoUs and credit flows"  
[X Link](https://x.com/nitinbh55798766/status/1979566263006552227) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:12Z XXX followers, XX engagements


"He fled India in early 2018 secured citizenship in Antigua & Barbuda moved between Caribbean islands under mysterious circumstances (including a claimed abduction) before being arrested in Belgium in April 2025"  
[X Link](https://x.com/nitinbh55798766/status/1979566287589400620) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T15:12Z XXX followers, XX engagements


"Global finance chiefs meeting ahead of the International Monetary Fund (IMF) and World Bank annual gatherings urged calm amid escalating trade tensions between the United States and China"  
[X Link](https://x.com/nitinbh55798766/status/1979593590281228322) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T17:01Z XXX followers, XX engagements


"The deals include many contingencies and are front-loaded on promise rather than delivery (e.g. deployment targets staged investments). Until those are met the headline numbers are largely theoretical"  
[X Link](https://x.com/nitinbh55798766/status/1979594921087799304) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T17:06Z XXX followers, X engagements


"With companies hedging future supply and guaranteeing their own future demand it risks becoming self-reinforcing hype a circular flow of commitments rather than pure market-driven growth"  
[X Link](https://x.com/nitinbh55798766/status/1979594965476057584) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T17:06Z XXX followers, XX engagements


"If AI model/compute growth doesnt materialise as fast as assumed the scale of infrastructure committed could be oversized"  
[X Link](https://x.com/nitinbh55798766/status/1979595008505495710) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T17:06Z XXX followers, X engagements


"Conclusion: These deals likely are a bit of both: strategic long-term plays and financial signalling. On the strategic side if OpenAI truly needs XX GW+ of compute and Oracle/Nvidia can deliver it then the partnerships may underpin the next generation of AI"  
[X Link](https://x.com/nitinbh55798766/status/1979595104865456500) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T17:07Z XXX followers, XX engagements


"Maruti Suzuki India expects to sell over 50000 cars during the two-day Dhanteras period with about 41000 deliveries already made by Saturday and another 10000 expected on Sunday"  
[X Link](https://x.com/nitinbh55798766/status/1979595662208676327) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T17:09Z XXX followers, XX engagements


"Hyundai Motor India Ltd is projecting around 14000 units sold which is about XX % higher than last year. The surge is being driven by the festive mood and the recent GST XXX reforms which are boosting consumer demand"  
[X Link](https://x.com/nitinbh55798766/status/1979595688414699559) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T17:09Z XXX followers, XX engagements


"The goal is to lift its total capacity to XXXXXX mtpa globally after this phase. The expansion is planned to come on stream from FY XX onwards"  
[X Link](https://x.com/nitinbh55798766/status/1979596447118168398) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T17:12Z XXX followers, X engagements


"Cement is closely tied to infrastructure and real-estate growth in India; increasing capacity positions UltraTech to capture more of that demand. It shows UltraTechs confidence in future growth despite current industry headwinds"  
[X Link](https://x.com/nitinbh55798766/status/1979596498930409907) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T17:12Z XXX followers, XX engagements


"In Q2 FY26 ICICI Bank reported a standalone net profit of 12359 crore up about XXX% year-on-year (vs. 11746 crore a year ago)"  
[X Link](https://x.com/nitinbh55798766/status/1979596905358438451) [@nitinbh55798766](/creator/x/nitinbh55798766) 2025-10-18T17:14Z XXX followers, XX engagements