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...
The Shares In My Portfolio Accounts...
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Some of you have been asking me to reveal the names of a few shares, I hold in my portfolio accounts. Well, while I am unable to disclose the full list due to privacy protocols, I am pleased to share a select few with you:
💢NMDC Steel Ltd -- Ultra modern 3 MT steel plant; turnaround in FY25. CMP: Rs.47.90.
💢ZEEL -- Internet Divison has started to perform; huge line up of films. CMP: Rs.121.40.
💢Coal India Ltd -- World's largest coal company with a history of dividend payments; Infra push by government, with an eye on the power sector. CMP: Rs.435.30.
💢Swan Energy Ltd -- BlackRock holds stake; Waiting for mega listing of Reliance Naval. CMP: Rs.492.75.
💢Indowind Energy Ltd -- It has raised Rs.48.30 crore from its shareholders through a rights issue, which was oversubscribed by 1.59 times. The raised funds will develop a 6 MW Solar Power Project in Tamil Nadu. CMP: Rs.22.19.
💢3i Infotech Ltd -- Focused on high growth areas like Cloud Computing. CMP: Rs.27.86.
💢Rajesh Exports Ltd -- Waiting for start of operation at the Lithium - ion battery plant due in CY24. CMP: Rs.257.40.
💢Debock Industries Ltd -- Could merge a big company into itself; could start Granite Mining soon. CMP: Rs.6.08.
💢MEP Infrastructure Ltd -- Could come out of IBC through OTS. CMP: Rs.4.33.
💢SAIL -- Government could increase import duty to 12%; huge Capex; large number of mines; Donald Trump win, positive. CMP: Rs. 118.53.
💢MTNL -- Rumoured Rs.30,000 Cr government package on the anvil. CMP: Rs.48.13.
💢Vodafone Idea Ltd -- Debt could be converted to equity. CMP: Rs.8.14. Photo: Saint Investment.
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