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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Market Mantra Buy the Shares of Indo Count Industries Ltd at the CMP of Rs.55.45 for short and medium-term targets of Rs.91/96/127/141. SL: Rs.56. It is likely to give decent returns over a period, as INR depreciation Vs USD is going to have a good effect on its balance sheet. The company makes, bed sheets, pillow covers, etc which are sold in the United States through retailers such as Wal-Mart and Bed Bath & Beyond. While the majority (65%) of Indo Count Industries Ltd’s business comes from retailers in the US, it also exports to 54 countries and has taken baby steps in selling products under its own brand -- a bold step for a company that was set up only in 1991 as a yarn maker and entered the home textile business in 2006. A strong US dollar has already the input costs for the US manufacturers -- this is likely to boost US imports in sectors such as textiles, steel, aluminium etc. However, Trump administration recently imposed strong Tariffs on steel and aluminum im...
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