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Indian Stock Market: Nifty Near Record Highs as Peace Talks, Fed Signals & IPO Rush Shape December 2025. ~Sumon Mukhopadhyay. ------------------------------------------------- Hey there, fellow market watchers! As we wrap up November 2025, India’s equity market feels like that friend who stays calm in a storm—rock-steady at home while tracking dramatic moves abroad. The Nifty 50 and Sensex are cooling just shy of their peaks after some expiry jitters. But the real global buzz? Russia–Ukraine peace talks that could reset geopolitical risk. Let’s break down what’s driving the markets and what it means for your December strategy. The  Domestic Market Snapshot: Calm, Confident, and Slightly Cautious: Nifty 50 is lounging around the 26,200 level after briefly hitting 26,295. The Sensex is holding near 85,600, boosted mainly by metal names and PSU banks. Expiry-related profit-booking created momentary turbulence, but overall sentiment remains upbeat. Mid- and small-caps saw sel...

Russia–Ukraine Peace Deal Latest Update: What Indian Investors Should Do Now & Why Telecom Will Stay Safe! ~Sumon Mukhopadhyay. ---------------------------------- As the Russia–Ukraine peace deal enters its most decisive stage since 2022, global markets are bracing for a major shift. As of 27 November 2025 , a revamped 19-point ceasefire and settlement framework negotiated across Geneva and Abu Dhabi has injected fresh optimism into global diplomacy.  U.S. envoys, Ukrainian leadership, and Russian negotiators are now working through the final “delicate but solvable” areas of disagreement, including territorial status, NATO pathways, and long-term security guarantees. President Zelenskiy has openly signalled readiness for movement on “sensitive points,” while Moscow has shown willingness to engage—despite demanding further revisions. Washington, meanwhile, has called the current progress “tremendous,” noting that the remaining issues are significant but not impossible to r...

Telecom Monetisation Ahead: 5G, 6G, Private Networks, FWA—Complete Playbook for Growth. Can BSNL–MTNL Disrupt the Market? ~Sumon Mukhopadhyay. ---------------------------------- The telecom industry stands at a pivotal intersection. For years, operators worldwide have navigated shrinking ARPUs , high spectrum costs , intense competition , and a consumer market that seems reluctant to pay more for data. However, this does not signal saturation—rather, it signals a strategic shift ... The next decade offers telcos a rare opportunity to redefine their business models, powered by 5G , AI-native 6G , and a suite of high-value enterprise technologies. Far from being a dead end, the digital infrastructure era opens multiple new revenue channels— far beyond consumer data plans . This report outlines how telecom operators can shore up both their top line and bottom line by leveraging 5G and preparing for the 6G horizon. 🏵️ Moving Beyond the Consumer-Only Model: For the longest time, tel...

Positive News Snapshot: MTNL  & Rajesh Exports Ltd. ~Sumon Mukhopadhyay  MTNL (Rs.35.50) Asset Monetisation Gains Traction as Government Revival Plan Moves Forward. India’s long-running effort to revive its state-owned telecom operators is showing tangible execution on the ground , with Mahanagar Telephone Nigam Limited (MTNL) finally reporting a material asset monetisation transaction—after years of anticipation. Photo : ET Telecom. The Government of India has set ambitious monetisation targets under its broader public-sector revival framework, aiming to realise ₹900 crore from BSNL and ₹4,573 crore from MTNL by FY2025–26 . 🔹BKC Property Sale: A Concrete Step Forward: MTNL has received board approval to sell its residential property in Mumbai’s Bandra Kurla Complex (BKC) to the National Bank for Agriculture and Rural Development (NABARD) for ₹350.72 crore . Key details: The property comprises 28 residential units Spread across 2,680 square metres The ...

Raymond Ltd (Rs.487.05) Reborn:: The Engineering Phoenix Rising After Demerger? ~Sumon Mukhopadhyay. ------------------------------------ How is this? Raymond Ltd has transformed into a pure-play engineering and precision manufacturing company after demerging its lifestyle and real-estate businesses. In Q2 FY26, the company reported: Revenue: ₹528 crore (up 11% YoY) EBITDA: ₹43 crore (up 12.6% YoY) Net Profit: ₹11.4 crore (down 81% YoY due to a ₹167 crore exceptional loss) At a CMP of about ₹487.05, Raymond trades at a very low P/E of 17.30 (distorted due to demerger effects). Street median target price is ₹846, indicating a 64% potential upside. Overall stance: accumulate on dips. 🔹 Company Overview: Founded in 1925, Raymond Ltd has shifted from textiles to engineering. Its demerged companies are: Raymond Lifestyle Ltd (textiles & apparel) Raymond Realty Ltd (real estate) The core Raymond Ltd now focuses on: Precision Engineering & Auto Co...

How Your Halal Chicken Meat from Poultry Farms Can Become Dangerous! ~ Special Report from Sumanspeaks. =============================== Antibiotic resistance is one of the top 10 global public health threats according to the WHO — and South Asia (Bangladesh, India, and Pakistan) is one of the worst-affected regions because of massive broiler chicken consumption and uncontrolled antibiotic use in poultry farming. When farmers give antibiotics to healthy birds just to make them grow faster or prevent disease in crowded farms, two dangerous things happen: Antibiotic residues remain in chicken meat and eggs. Far worse — super-resistant bacteria (“superbugs”) develop and spread to humans through food, water, and the environment. Verified Facts from Recent Studies (2020–2025): Metric Bangladesh India Pakistan % of Farms Using Antibiotics Routinely 54–100% (most without prescription) 50–70% (growth promotion common) 60–1...

Navigating the Highs and Lows: India's Bilateral Trade Relations with the United States in 2025 ~Sumon Mukhopadhyay. ------------------------------------ In the complex world of global economics, few relationships are as vibrant and volatile as the trade partnership between India and the United States As the world's largest and fifth-largest economies, respectively, their bilateral ties are a complex blend of strategic partnership and simmering friction.  The year 2025 has been a dramatic chapter in this saga, marked by ambitious targets, punitive tariffs, and a high-stakes negotiation that could redefine the economic landscape for decades to come. The backdrop is one of record-breaking commerce. Bilateral trade hit an all-time high of $132.2 billion** in the fiscal year ending March 2025, a surge of over 10% from the previous year. Yet, this growth exists alongside a significant trade imbalance, with India enjoying a surplus of **$40.82 billion, fueled by robust exports in pha...

Tariffs and Turbulence: How U.S. Policy is Reshaping World Markets. ~Sumon Mukhopadhyay. -------------------------- The dominant market narrative right now is the broad re-escalation of U.S. tariffs and its ripple effects across equities, currencies, and commodities. Rather than a single policy event, this is a structural story: potential baseline tariffs on imports, targeted actions on strategic sectors, and the possibility of reciprocal measures that could redraw trade maps. For investors, the question is not “if” tariffs matter, but “where” the pressure lands and “how” to position for durability and asymmetry. Global trade realignment and investor sentiment: Tariffs act as a tax on cross-border commerce, and in practice, they reorganize supply chains faster than they change politics. We’re seeing a three-part shift: diversification away from single-country dependencies, nearshoring and friendshoring to reduce risk, and pricing power moving to firms with resilient procurem...

Is MTNL Too Big to Fall? A Realistic Look at Debt and Government Support. ~Sumon Mukhopadhyay. ---------------------------- Synopsis: MTNL'S (Rs.39.57) Financial Risk Assessment: A Balanced View on Debt, Default, and Government Backing. ------------------------------------------------------- Mahanagar Telephone Nigam Ltd (MTNL; Rs.39.57) , one of   India’s oldest state-owned telecom operators, continues to face significant financial stress as it navigates a multi-year debt burden, a shrinking subscriber base, and operational losses. Yet, within this challenging landscape, important structural protections and policy responses soften the downside for certain classes of lenders. The picture is complex—but not uniformly negative. 🧨 Debt Profile: What the Numbers Actually Show: As of 2025, MTNL’s financial liabilities fall broadly into three categories: a) Sovereign-Guaranteed (SG) Bonds – ~₹24,071 crore: These bonds are backed by the Government of India. When MTNL struggles to meet in...

Rajesh Exports Ltd (Rs.188.70) – Gold Powerhouse with High-Tech Ambitions, Tariff Headwinds, and a Watchful Market. ~Sumon Mukhopadhyay. ---------------------------------------------------- Rajesh Exports Ltd (REL) continues to stand as one of India’s most globally significant names in gold refining and jewellery exports. With nearly 35% of the world’s gold processed through its facilities, the company commands scale few can rival. But the story today is no longer only about gold. REL is reshaping its long-term identity through two bold, high-tech ventures: a 5 GWh lithium-ion battery cell project under the ACC-PLI scheme and a ₹24,000-crore AMOLED display-fab through its subsidiary Elest. These ventures, if executed fully, place the company at the crossroads of energy storage, electronics manufacturing, and national industrial strategy. At the same time, the global context — especially U.S. tariffs on Indian jewellery exports — has become a critical factor influencing the company...

Syrma SGS Technology Ltd – A High-Momentum Electronics Powerhouse Recommendation: Hold. ~Sumon Mukhopadhyay. ------------------------------------------------ SYRMA SGS Technology Ltd (Rs.866) continues to stand out as one of India’s strongest mid-cap plays in the electronics system design & manufacturing (ESDM) space. Backed by powerful growth momentum, expanding margins, and a strategic entry into defence and maritime electronics, the company remains firmly in strong Bullish territory, supported by bullish brokerage sentiment and stellar Q2 FY2025 financials. The scrip was recommended at several prices in this blog during the last couple of years. Photo : Just Dial. A Quick Overview: Headquartered in Chennai, Syrma SGS has built a robust presence across multiple fast-growing verticals—industrial, automotive, healthcare, IT, railways, and consumer electronics. Its recent 60% acquisition of Elcome Integrated Systems marks a decisive strategic expansion into defence and ma...

MEP Infrastructure Developers Ltd – Resolution Path Turning Positive? ~Sumon Mukhopadhyay. ------------------------------------- MEP Infrastructure Developers Ltd (Rs.2.49),   a well-known player in India’s toll and road management sector, is moving through a structured revival phase under the Corporate Insolvency Resolution Process (CIRP). The company’s insolvency admission on 28 March 2024 marked the beginning of a formal restructuring journey, supervised by IRP Ravindra Kumar Goyal and protected by the Section 14 moratorium. Key Positive Developments: 🔹 CoC-Approved Resolution Plan Filed: The Committee of Creditors approved a resolution plan and submitted it to the NCLT Mumbai Bench on 5 September 2025. With hearings commencing in October 2025, the process has reached its final stage — a clear forward step toward structured revival. 🔹 Strong Process Discipline: Through multiple CoC meetings, audited FY24 filings, and regular disclosures, MEP Infra has maintained regulatory con...