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SUMANSPEAKS  |  ESTD 2006  |  CAPITAL MARKETS INTELLIGENCE JUNE 2025  |  MACROECONOMICS & GLOBAL FINANCE SumanSpeaks Independent Capital Markets Intelligence  ·  Estd 2006 sumanspeaks.blogspot.com Macro Currents  |  Currency Architecture  |  Geopolitical Finance The Multipolar Currency Dream Meets Economic Reality Why the rupee's march to global trade currency status will be measured in decades, not headlines Much has been written about the emergence of a multipolar currency system and the gradual erosion of US dollar dominance. The narrative is undeniably seductive: greater monetary sovereignty, reduced exposure to American sanctions architecture, and a s...
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WINNING STROKES: THINK DIFFERENT:
My recommended Power Grid Corporation Ltd moved to Rs.104.30 before cooling down a  bit. In another move Reliance Power emerged as the front runner among the six short listed entities for a tender floated  by Uttar Pradesh Power Corporation to buy 3000 MW of power for 25 years, the scrip moved to Rs.112.50, after it was recommended.
The infrastructure sector should be happy with the budget. Tomorrow we could see some fireworks in some of the scrips in the sector.....almost half of the budgetary allocations have been directly or indirectly directed towards infrastructure spending.



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