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SumanSpeaks Independent Capital Markets Intelligence  |  Estd. 2006 Forensic Watch  ·  Insolvency Tracker  ·  Three Scrips Circuits, Creditors, and Silence: Three Stocks, Three Different Kinds of Trouble Rajesh Exports bounces off SEBI's forensic hammer. Marshall Machines waits on Uno Minda's interest. MEP Infra loses its CFO and still has no plan. Here is what actually changed this week. ~ Sumon Mukhopadhyay, Mumbai Three scrips, three completely different stages of distress. Rajesh Exports is a live forensic investigation trading on raw sentiment. Marshall Machines is deep in CIRP with one credible bidder circling. MEP Infrastructure is the slowest-moving insolvency in recent memory — two years in, still no resolution plan, and now without a CFO. No filler. Just what changed. ...
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SUMANSPEAKS 18 JUNE 2026  |  MACRO & POLICY INTELLIGENCE SumanSpeaks Independent Capital Markets Intelligence  |  Estd. 2006 Forex Reserves  ·  FDI  ·  Capital Account  ·  RBI Policy Debt Can Defend a Currency. Only Investment Can Define a Nation. Subhash Garg diagnosed the symptom. The June 5 measures were debt-heavy and investment-blind. SumanSpeaks asks the harder question: why has India stopped being worth the commitment? ~ Sumon Mukhopadhyay, Mumbai On June 5, the Government of India and the Reserve Bank of India unveiled a package of measures intended to shore up the country's foreign exchange reserves and arrest the rupee's slide. Markets offered a polite nod. Economists offered qualified approval. And former Finance Secretary Subhash Chandra Garg, writing in the Deccan Herald, offered the mos...
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SUMANSPEAKS 17 JUNE 2026  |  EQUITY INTELLIGENCE SumanSpeaks Independent Capital Markets Intelligence  |  Estd. 2006 Energy Infrastructure  ·  Defence  ·  Real Estate Swan Corp: Where Tolling Cash Flows Meet India's Green Shipbuilding Dawn 4.5 MMTPA locked under 20-year Use-or-Pay deals. India's first ammonia dual-fuel ship order. A century-old conglomerate reborn — and the market still hasn't fully priced the embedded value. Formerly Swan Energy — now rechristened Swan Corp Ltd (₹318) — this is a century-old conglomerate that has quietly assembled one of the more interesting multi-layered investment theses in the Indian mid-cap space. The building blocks are already in place: an LNG terminal that is finally approaching commissioning after years of delays, a shipyard subsidiary that is racking up landmark orders, and ...
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SUMANSPEAKS 17 JUNE 2026 SumanSpeaks Independent Capital Markets Intelligence · Est. 2006 Monetary Policy · M3 · Rate Hike Debate The Money Supply Is Already Cooling. So Why Are the Ivory Tower Economists Still Shouting About Rate Hikes? M3 growth decelerating. Inflation supply-driven. GDP forecast cut to 6.6%. RBI held at 5.25%. The data says hold. The economists say hike. The data wins. There is a particular species of economist — well-credentialed, frequently quoted, unfailingly confident — who has one solution for every problem. Rupee falling? Hike rates. Inflation ticking up? Hike rates. Bird flu in Pune? Probably hike rates. These are the Ivory Tower economists, and they have been at it again in 2026, prescribing interest rate tightening as the cure for an inflation that has nothing to do with excess money chasing goods. The uncomfortable truth — uncomfortable for them, at ...
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Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
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Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation.  With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals:  🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and  🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 .  To reinforce this recovery, the company has proposed a ...
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