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Посты канала
🇮🇳💵 *The Global Dollar Chase*
Indian banks are suddenly paying up to 7.1% on US dollar deposits nearly double a US Treasury. This is not generosity.
The story: US–Iran oil shock → rupee pressure → RBI sold ~$54bn of reserves → June 2026: RBI opens an FCNR swap window (it absorbs banks' hedging costs), waives CRR/SLR, removes the rate ceiling till Sept 30.
Same playbook that raised $34bn in 2013. This time bankers expect $40–50bn.
New article covers: where India's dollars come from, who the hidden winners are when $40bn hits bank treasuries, and the full leverage math for NRIs upside AND downside.
https://www.linkedin.com/pulse/global-dollar-chase-why-india-suddenly-wants-nri-money-pratik-doshi-rtitf
| 2 | *What is Dollar Index and why it's important* ?
*Dollar Index (often referred as to DXY) is a measure of the value of the U.S. dollar relative to a basket of 6 Foreign Currencies*
🔰Foreign Currency Weightages against the measure
Euro - 57%
Japanese Yen - 13.6%
Canadian Dollar - 9.1%
British Pound - 11.9%
Swedish Krona - 4.2%
Swiss Franc - 3.6%
⏳Created - 1973
Base Value - 100
Let me explain in simple words - If Dollar Index is 107, USD is expensive by 7%, which hurts emerging economies mostly an expensive USD puts pressure on their financial markets.
If Dollar Index is at 90, its cheaper by 10% than its fair value, which will again hurt the emerging economy as majority exports goes to US.
📚Historic Value
It reached an all-time high in 1984 at nearly 165, and an all-time low of around 70 in 2007. In the years since then, the U.S. dollar index has been relatively range bound, fluctuating between 90 and 110. As of tonight, its trading at 107.9, showing some signs of topping off.
The index is affected by macroeconomic factors, including inflation/deflation in the dollar and foreign currencies in the basket, as well as recessions and economic growth in those countries.
Last week when Japan raised its interest rate after decades, USD some weakness and slipped.
Dollar Index adapts to better represent those countries that the U.S. buys from and sells to most.
💡Interpreting the USDX
An index value of 120 suggests that the U.S. dollar has appreciated 20% versus the basket of currencies over a particular time period. Simply put, if the USDX goes up, that means the U.S. dollar is getting stronger in value compared to the other currencies.
Similarly, an index value of 80, indicating a fall of 20 from its initial value, implies a 20% depreciation in strength relative to the other currencies. The appreciation and depreciation results are a factor of the time period in question.
📊5 ways in which dollar index impacts us?
1⃣ Stock market
When the index falls, the rupee appreciates, and the dollar weakens. As a result, investors in the US see an opportunity for higher returns in India, which leads to an inflow of Foreign Institutional Investment (FII). Due to heavy inflows, there is heavy buying in the overall market, and the stock market turns bullish - goes up.
2⃣ Metal Price Change
If we look at historical data, we can conclude that gold prices are inversely related to the dollar index value. When the dollar index increases and the dollar strengthens, the gold price will fall. Gold gets imported into India in large quantities, and therefore it impacts the economy as a whole.
3⃣ Fuel Prices
India is the largest crude oil importer. The change in the dollar index affects crude oil prices and impacts us. When the dollar index rises, crude oil and other commodities become more expensive. It increases our import costs and widens our current account deficit. Also, it affects the profitability of the oil importers and refineries in India.
4⃣ Inflation
An increase in the dollar index makes the dollar strong and depreciates the Indian rupee's value. A weakened rupee makes imports costlier and impacts Indian company profitability due to increased production costs. Increased costs for companies mean companies have to increase the prices of goods and services, which leads to inflation. The overall Gross Domestic Product (GDP) is impacted and suffers a slowdown when the dollar strengthens.
5⃣ Companies with Dollar-Denominated Debt
*Some Indian companies have borrowed Dollar-denominated debt for cost-effectiveness*. These companies are directly affected when the dollar rises. A strong dollar proves costly to companies with dollar-denominated debt as they have to shell out more in rupees to repay their debt. It impacts the company's profitability and might lead to a financial crunch. | 147 |
| 3 | HDFCBankLTD_EarningsCall_18.07.2026.pdf | 221 |
| 4 | PunjabNationalBank_EarningsCall_18.07.2026.pdf | 221 |
| 5 | ICICIBankLTD_EarningsCall_18.07.2026.pdf | 215 |
| 6 | https://minarishah.substack.com/p/the-ipo-trust-gap?r=1f2xj1&utm_campaign=post&utm_medium=web&triedRedirect=true | 341 |
| 7 | Document from Hemant Gupta | 316 |
| 8 | Australia to tighten scrutiny of Big Four Deloitte, EY, PwC, KPMG after wave of scandals https://economictimes.indiatimes.com/news/international/business/australia-to-tighten-scrutiny-of-big-four-deloitte-ey-pwc-kpmg-after-wave-of-scandals/articleshow/132433484.cms | 331 |
| 9 | https://bharatnama.substack.com/p/25-why-india-pumps-more-groundwater
A country that receives close to 4,000 billion cubic metres of rainfall a year2, more than enough on paper to water every field and fill every tank, is quietly mining its aquifers dry. The last official Dynamic Ground Water Resource Assessment, released in early 2025, puts annual extraction at ~246bn cubic metres against a recharge of ~447bn.3 | 316 |
| 10 | 13 July 2026
📍 ORDER WIN
* ASHTHA SPINTEX: Reports strong order book of ₹76.78 crore for July–October 2026, ensuring robust near-term revenue visibility.
* ASHOK LEYLAND: Wins ₹222.65 crore arbitration award against DTC along with interest and legal costs.
* H.G. INFRA: Emerges L1 bidder for ₹241 crore ITI upgradation project in Rajasthan under PPP model.
* ESCONET TECHNOLOGIES: Bags ₹25.74 crore hardware supply order from C-DAC, Pune.
* MAGELLANIC CLOUD: Secures ₹6.93 crore railway surveillance order from South Central Railway.
* GABION TECHNOLOGIES: Wins multiple domestic orders worth ₹3.35 crore for infrastructure products.
* VEERHEALTH CARE: Receives ₹1.11 crore repeat order from major pharmacy chain.
* INTELLECT DESIGN ARENA: Wins three strategic NBFC deals for its eMACH.ai Custody platform.
📍 ACQUISITION
* EMCURE PHARMACEUTICALS: To acquire remaining 12.05% stake in Gennova, making it a wholly owned subsidiary.
* CREATIVE NEWTECH: To acquire 100% stake in Infinova India for up to $4 million to expand surveillance business.
📍 COLLABORATION
* BLUE CLOUD SOFTECH: Signs 5-year AI services agreement with SpaceX International via US subsidiary.
* YATRA ONLINE: Partners with Kanoo Travel for Middle East expansion with 7-year MoU.
* BIKEWO GREEN TECH: Signs MoU with KlikAir to explore aviation logistics and air cargo solutions.
* RPG LIFE SCIENCES: Partners with Archerchem to launch Naprosyn ES in India.
* PACE DIGITEK: Subsidiary signs BESS supply MoU with Bondada Renewable Energy.
* EMERALD FINANCE: Partners with Ace Knitware to expand early wage access program.
📍 NEW PROJECTS
*SPECTRUM FOODS: 5-star Pushkar resort nears completion with operations expected soon.*
* POWER FINANCE CORPORATION: Incorporates SPV for Satara transmission project expansion.
📍 FUNDRAISING
* KODY TECHNOLAB: Approves ₹40 crore promoter loan to support business growth and operations.
📍 IPO
* API HOLDINGS (PHARMEASY): Exploring revival of IPO plans to provide exit opportunity to investors.
📍 Q2 / BUSINESS UPDATE
* CONTAINER CORPORATION OF INDIA: Q1 throughput rises 8.9% YoY with strong EXIM and domestic growth.
* KAMDHENU: Q1 brand sales grow ~10% YoY and commissions 5 MW solar plant.
* KALPATARU: Q1 collections jump 17% with steady pre-sales growth and new project launches.
* PURAVANKARA: Q1 pre-sales surge 28% and adds ₹5,200 crore project pipeline.
📍 USFDA / REGULATORY
* MERCANTILE VENTURES: NCLT approves merger with India Radiators with record date set for July 24.
📍 CLARIFICATION
* HAPPIEST MINDS: Clarifies no information on reported stake sale to ITC Infotech.
* L&T TECHNOLOGY SERVICES: Refutes incorrect media attribution of financial results.
📍 LAUNCHES
* THOMAS COOK INDIA: Launches zero markup forex card for international travellers.
📍 INCORPORATE / CORPORATE STRUCTURE
* INDIAN TONERS & DEVELOPERS: Receives new ISIN approval post 1:5 stock split effective July 17.
📍 IT NEWS
* INDUSIND BANK: Enables seamless EPFO payments via digital banking platforms.
📍 ADDITIONS
* AJC JEWEL MANUFACTURERS: Subsidiary opens third showroom in Kerala.
📍 OTHERS
* SEPC: ₹521.46 crore EPC sub-contract cancelled in Uttar Pradesh, matter referred to arbitration.
* META INFOTECH: Receives national award for cybersecurity excellence.
* SOMANY CERAMICS: Approves ₹75.8 crore investments for expansion and diversification.
* MIC ELECTRONICS: Receives railway project completion certificates across multiple divisions.
* BCL INDUSTRIES: Commissions 150 KLPD ethanol capacity expansion at Bathinda.
* GUJARAT FLUOROCHEMICALS: Announces investor visit to EV battery chemicals plant.
* KALYANI GROUP: Supreme Court urges mediation in ₹1 lakh crore family dispute.
* GLOBAL MARKETS: AI and semiconductor stocks fall after SK Hynix US debut.
* GLOBAL MACRO: US treasury yields rise amid inflation concerns and geopolitical tensions.
* COFFEE SECTOR (CCL, VINTAGE COFFEE): Brazil crop faces El Niño risk but resilience improves outlook. | 551 |
| 11 | *Elder Care Services: Community Support with Business Potential*
Elder-care services are a meaningful form of community work, especially for senior citizens whose children live in other cities or countries. Such services can provide medical assistance, emergency support, household help, companionship and regular communication with family members. By reducing loneliness and ensuring safety, this model improves the quality of life of elderly people while giving their families peace of mind.
*Anyone planning to start this business* should first study local needs and build a trustworthy team of trained caregivers, nurses and coordinators. Proper background checks, police verification, clear service packages and transparent pricing are essential. The business can begin on a small scale with home visits and companionship services, and later expand into medical coordination, emergency care and subscription-based support.
Source: Today's ET | 503 |
| 12 | Document from Hemant Gupta | 476 |
| 13 | Results this week
13th July
Bajaj Consumer Care
HCL Tech
ICICI Prudential Asset Management Co
Khaitan Chemicals & Fertilizers
Nuvoco Vistas Corp
14th July
Anand Rathi Share And Stock Brokers
Benares Hotels
Aditya Birla Money
Dhampur Bio Organics
Den Networks
Jindal Saw
L&T Technology Services
Manaksia Coated Metals & Industries
SG Finserve
Tata Elxsi
15th July
Angel One
Artson
Emmvee Photovoltaic Power
Fedbank Financial Services
Billionbrains Garage Ventures
GTPL Hathway
HDB Financial Services
HDFC AMC
HDFC Life Insurance
Himadri Speciality Chemical
ICICI Lombard General Insurance Co
ICICI Prudential Life Insurance Co
Jana Small Finance Bank
Sai Silks (Kalamandir)
Ksolves India
Lotus Chocolate Co
MRPL
Network 18 Media & Investments
Onix Solar Energy
Oriental Hotels
Reliance Industrial Infrastructure
Raghav Productivity Enhancers
SSWL
Union Bank of India
16th July
360 ONE WAM
Alok Industries
BHEL
Borosil Renewables
Ceat
Chembond Chemicals
D. B. Corp
G N A Axles
Hathway Cable & Datacom
Heritage Foods
Integra Engineering India
ITC Hotels
Jio Financial Services
Menon Bearings
Nelco
Newgen Software Tech
Onward Tech
Piramal Finance
PNB Gilts
Polycab India
South Indian Bank
Sterling and Wilson Renewable Energy
Tech Mahindra
WeWork India Management
Wipro
17th July
Amal
Federal Bank
Globus Spirits
Havells India
Jayaswal Neco Industries
JSW Steel
Navkar Corp
Oberoi Realty
Poonawalla Fincorp
RBL Bank
Reliance Industries
Tata Tech
Tatva Chintan Pharma Chem | 510 |
| 14 | *News Headlines from Business News Agencies :*
*Business Standard :*
📝 ADB cuts India's FY27 growth forecast to 6.6% on higher oil prices
📝 Govt cuts customs duty on electronics, battery manufacturing inputs
📝 India's energy intensity falls 30% since 1991, easing oil shock risks
📝 Office leasing slips 2% as housing sales remain steady in H1: Knight Frank
📝 IRF urges Delhi govt to remove price cap for EV policy incentives
📝 HSBC India unit subleases 130,000 sq ft of office space in Hyderabad
📝 UP assures farm security with over 3.10 mn tonnes fertiliser stock
📝 Swift launches blockchain platform for 24x7 cross-border payments
📝 After $60 bn exodus, FIIs show early signs of returning to Indian equities
📝 Novo Nordisk launches Awiqli, world's first weekly basal insulin, in India
📝 India questions US tariff proposal on forced labour at USTR hearing
📝 Honda to add 3,800 jobs in India by 2028 with 2-wheeler capacity expansion
*Economic Times :*
📝 India Inc's revenue growth to hit 2-year high of 11-11.5% in Q1 despite Iran war: Crisil
📝 Premier Energies commissions 5.6 GW solar module plant in Telangana
📝 Palantir says UK police contract wrongly blocked over perceived 'values'
📝 Corporate Affairs Ministry extends validity of key compliance scheme up to August 31
📝 India’s wartime buying spree leaves behind a cooking gas surplus
📝 Govt, Nasscom working on AI curriculum for undergraduate programmes
📝 Marico targets Rs 15,000 crore revenue in FY27, eyes Rs 20,000 crore by FY30 on premiumisation push
📝 BSNL announces satellite phone for Rs 1.34 lakh
📝 IBS Group launches new AI company; to invest $500 million
📝 JK Tyre plans 11%-13% price hikes by September-end
📝 State Bank of India draws over $1.5 billion in forex deposits
📝 PepsiCo bets on healthier products as inflation squeezes consumers; Q2 revenue tops estimates
*Mint :*
📝 India, Australia sign uranium pact; AustralianSuper bets AU$500 mn on NIIF
📝 TCS adds over 9,200 employees in fastest hiring quarter in nearly four years
📝 CEA Nageswaran feels AI not replacing jobs, but is tool enhancing human roles
📝 Air India Chair Chandrasekaran forms interim committee as new CEO search ongoing
📝 Ixigo bets on voice AI to power travel payments
📝 Farmley looks to raise $50-75 million, taps KPMG
📝 PFRDA appoints Dinesh Khara to head panel to attract global pension capital
📝 Tata Digital to pare Cult.fit stake in first startup share sale
📝 Rishabh Instruments sees data center-led growth, aims to double sales in 3-4 years | 570 |
| 15 | All Time Highs of Few Stocks.
1) HFCL: 2578 (8 Mar 2000)
2) Yes Bank: 404 (20 Aug 2018)
3) MMTC: 1310 (15 Jan 2010)
4) IB Housing: 1283 (29 Jan 2018)
5) Vodafone: 123 (17 April 2015)
6) Suzlon: 379 (9 Jan 2008)
7) Zee Ent: 822 (23 Feb 2000)
8) Bank of India: 589 (7 Oct 2010)
9) Adani Total: 4000 (23 Jan 2023)
10) Adani Energy: 4236 (16 Sept 2022)
11) Paytm: 1955 (18 Nov 2021)
12) TTML: 290 (12 Jan 2022)
13) IOB: 227.45 (7 Jan 2008)
14) Bandhan Bank: 741.8 (9 Aug 2018)
15) Rajesh Exports: 1030 (6 Feb 2023)
16) Central Bank: 212 (8 Nov 2010)
17) Vaibhav Global: 1050 (10 May 2021)
18) Union Bank: 427 (27 Oct 2010)
19) Sterlite Tech: 415 (24 Jan 2018)
20) Uco Bank: 152 (22 Nov 2010) | 575 |
| 16 | https://www.google.com/amp/s/www.ndtv.com/india-news/still-have-a-rs-2-000-banknote-heres-how-to-deposit-or-exchange-it-11748554/amp/1 | 581 |
| 17 | HSBC ON IT SECTOR
Indian IT should hope for the global Al 'bubble' to continue
Any moderation in global Al investments & Al narrative is not a positive read-across
The IT sector will still be impacted by tech deflation
While any incremental business will be curtailed in that scenario
Valuations are at bottom, & may improve if global Al narrative moderates | 666 |
| 18 | *The Alternative World Cup: Nike vs Adidas vs Puma*
Have the big brands managed to pick the right teams?
By Giles Turner, Bloomberg
June 25, 2026 at 12:00 AM GMT+8
Now that we’re two-thirds the way through the group stages, we thought it was the right time to introduce the Alternative World Cup . Nike, Adidas and Puma provide the jerseys for roughly the same amount of teams, but which sports manufacturer has managed to get the most value so far?
*League Table*
First, a bit of housekeeping. For the most part, we’ve managed to convince the Bloomberg newsroom that it’s football, not soccer. But jersey vs kit/shirt has been a harder battle. Given the World Cup is where it is, we’re going for the Americanized jersey to describe the athletic shirt.
There are 48 teams in this World Cup, which is too many to list who is sponsoring who. In theory, the biggest brands with the most money want to spend it on the biggest teams who are more likely win and therefore sell the most jerseys. It’s pretty simple stuff.
Sure, there are wildcards where an outside team will do better than expected, or someone will pull off a particularly great design (nothing at this tournament compares to Nigeria’s 2018 home jersey). But in general, wins + goals = sales.
We looked at every game played, and awarded points to the manufacturer who made the winning team’s jersey. Sure, it’s early days, but we’ll be rolling this out again as the tournament progresses. So far, Adidas has taken a very narrow lead, at least in terms of points. The German manufacturer sponsors teams like Argentina, Germany (for now), Spain, Japan, as well as Mexico, Scotland and Saudi Arabia (it also sponsors Italy, but let’s not go there). It’s a broad church.
Nike historically likes to go all in on the biggest athletes and teams. Football is no exception, its teams include a big money quartet of USA, England, Brazil, and France, backed up by teams like the Netherlands, Australia, South Korea, and Canada (I just bought this version of the Korea goalkeeper kit. I know, I’m 43, what am I doing?).
Puma has a surprising number of teams, but perhaps with the exception of Portugal and Morocco, most of them probably won’t go too far into the knockout stages.
And obviously lets give a shout out to Capelli, the sponsor of the World Cup Cinderella story; Cape Verde!
If you look for ways to account for the fact that Adidas has more teams at the World Cup, then goal difference is really something: Nike is +25, compared with Adidas at +6 and Puma at +4. The key difference is defense: Adidas and Puma are both scoring at a decent rate, but they are also allowing far more back the other way.
Still, I don’t think having a rock solid defense sells jerseys. Winning games and scoring goals does. Unless you’re Capelli and you need to get printing the Cape Verde goalkeeper jersey!
But it’s not just scoring goals, it’s who scores them and how many. Everybody already owns a Messi shirt from the last World Cup. Will everyone want a Mbappé or Haaland jersey once this one is done? If so, Nike has taken an early lead. But if Messi takes Argentina all the way, you better hope Adidas printed enough jerseys, unlike last time.
We might mix up what we look at and how we rank the teams as the tournament goes on. Later on this week, we’ll look at the cults behind the brands. In the meantime, let’s all pray for a Messi vs Ronaldo knockout round game.
https://www.bloomberg.com/news/newsletters/2026-06-24/the-alternative-2026-world-cup-nike-vs-adidas-vs-puma?srnd=homepage-asia | 375 |
| 19 |  ZUDIO TATA Trent FY26 AGM: Key Takeaways
Noel Tata's last AGM as Chairman.
Expansion guidance
▪️ 50 Westside stores/year
▪️ 200–250 Zudio stores/year
▪️ 25–40 Star stores/year
Long-term vision: 5000 Zudio stores; Star could reach similar scale.
Burnt Toast, Samoh & International business need 2–3 more years of incubation before aggressive expansion.
Fashion LFL growth has moderated due to deeper penetration and store cannibalization, but management targets low double-digit LFL over time.
Trent sees a need for more brands targeting different customer segments.
Despite macro concerns, Trent has just ~2% market share, leaving a long runway for growth.
₹2500 cr fundraise to strengthen warehouses, IT, AI capabilities and support store expansion.
Management remains bullish on Star, citing grocery's ~60% share of retail consumption and expecting stronger LFL trends.
Westside e-commerce revenue: ~₹300 cr | 396 |
| 20 |  Photo from Hemant Gupta | 417 |
