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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Showing posts from April, 2018
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Sumon Mukhopadhyay
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Winning Strokes Photo : Yopriceville.com The Sensex and the Nifty logged modest gains on first trading day of the week. The barometer index, the S&P BSE Sensex, rose 112.78 points or 0.33% to settle at 34,305.43. The Nifty 50 index rose 47.75 points or 0.46% to settle at 10,528.35. The Sensex and the Nifty advanced for the eight straight trading session. Market sentiment got a boost after India's annual WPI-based inflation eased to 2.47% in March, helped by a fall in food prices. The Sensex and the Nifty, both, attained their highest closing levels in almost seven weeks. A bout of volatility was seen in early trade as the key benchmark indices cut losses after a gap-down opening triggered by negative Asian stocks. The Sensex regained the psychological 34,000 level soon after an initial slide pulled it below that level in opening trade. Stocks recovered further lost ground in morning trade. Indices extended losses in mid-morning trade on fresh selling in index pivota...
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Sumon Mukhopadhyay
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Market Pulse Firmness prevailed in early afternoon trade as key barometers continued marching upwards. At 12:22 IST, the barometer index, the S&P BSE Sensex, was up 192.81 points or 0.57% at 34,293.94. The Nifty 50 index was up 57.25 points or 0.55% at 10,515.90. Nifty was trading above the 10,500 mark. The broad market depicted strength as 1,487 shares rose and 925 shares fell on BSE. Among secondary barometers, the BSE Mid-Cap index was up 0.82%. The BSE Small-Cap index was up 0.72%. Both these indices outperformed the Sensex. The key indices opened higher and firmed up further as the session progressed. The Sensex rose 199.43 points, or 0.58% at the day's high of 34,300.56 in early afternoon trade, its highest intraday level since 28 February 2018. The index rose 53.81 points, or 0.16% at the day's low of 34,154.94 in early trade. The Nifty rose 57.90 points, or 0.55% at the day's high of 10,516.55 in early afternoon trade, its highest intraday level sinc...
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Sumon Mukhopadhyay
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TV Vision Ltd : Buy CMP: Rs.16.800 Book Value: Rs.34.54 Face Value: Rs.10 Market Cap: Rs.58.71 Cr Industry P/E: Rs.47.03 Introduction : After Sri Adhikari Brothers (SAB) Group demerged all its various business verticals, in 2016, TV vision Ltd became a part of the Rs.2000 crore group. The group now has dedicated entities for movie production (parent SAB Group), television production (TV Vision) and events and publishing (SAB Events and Governance Now Media). At present, TV vision Ltd comprises a bouquet of five channel broadcasting bouquet, namely Mastiii, Dabangg, Maiboli, Dhamaal Gujarat & Dillagi. It plans to add few more regional channels along with a mainstream Hindi GEC, in the near future. There were earlier media reports that SAB Group has earmarked Rs.400-500 crore on strengthening its broadcast and film business. Additionally, the company said it is building two state-of-the-art studios -- one near Sahar International Airpor...
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Market Pulse The key benchmark indices drifted lower in early trade amid initial volatility. At 10.47 am, the Sensex was trading at 33,575.71 down 21.09 or 0.06%, while the Nifty was seen at 10,313.15 down12.00 or 0.12%. The S&P BSE Mid-Cap index was up 0.1%. The S&P BSE Small-Cap index was up 0.18%. Both these indices outperformed the Sensex. The market breadth, indicating the overall health of the market, was positive. On the BSE, 888 shares rose and 611 shares fell. A total of 49 shares were unchanged. Overseas, Asian stocks were trading mixed while US stock futures dropped after US President Donald Trump ordered his administration to consider tariffs on an additional $100 billion worth of Chinese imports. Mainland China markets are shut for a holiday. The latest move is a continuation of a growing trade dispute between the two countries. Trump previously announced $50 billion in proposed tariffs on goods imported from China, which responded by announci...
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WINNING STROKES: THINK DIFFERENT: Please STOP investing in companies by simply looking at their past quarterly/annual results. More quickly you do away with this BAD habit, the better it will be for your investment philosophy. Please remember a debt free company (zero liability) which is closed, has tremendous value, unlike what an Old Analyst from Bombay is trying to make us understand. How will the markets behave today?? This portion only to the Paid Groups.... My Mom (mother) is seriously ill (who is suffering from Cancer) and hence the services to the Free and Paid Groups might be affected in the days to come... Galada Power and Telecom Ltd, which was recommended yesterday to the Paid Group through an SMS and then to the Free Group, hit the upper circuits. The company has 4 acres of land in Uppal , whose current market price is around Rs.24--Rs.28 Cr. However, what is the latest development in the company?? This portion only for the Paid Groups. Sanguine Media Services Ltd hit ...
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Sumon Mukhopadhyay
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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 ...