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BofA Securities' Amish Shah on FY26 corporate earnings - Is there an acceleration of growth? Yes. Is that good enough from a markets persepective? No. Listen in to his conversation with Niraj Shah 🔻

On early monsoon - We identified five episodes of early-onset monsoon over the past 25 years. Interestingly, full-season rainfall was deficient; food inflation rose in four of the five episodes; and kharif crop production was down YoY twice : Citi

SERIOUS concerns on auto? Spoke to Sulajja Firodia Motwani , Founder CEO Kinetic Green with Niraj Shah China export impact of rare earth on auto Flagged a STRONG production hit as early as 15th June to early July! Maruti, Bajaj and Tata Motors has flagged this as an issue Watch out!

Bromance ends? Trump says Musk went "crazy" after he favoured oil & gas over EV and threatens to cut $38 billion in govt contracts for Musk's companies. Musk responded on X saying he will start decommissioning the DragonX spacecraft immediately, a key tool of the US space

RBI Policy - (Key message imo - We have done our bit, now upto the cycle and the pvt sector) 1) Stance change from accomodative to Neutral 2) Rate cut of 50 bps, 3rd in a row 3) Will cut CRR in 4 tranches

Pranav G of Bernstein says he prefers banks over NBFCs, as growth might be under question.. (I dont agree, but he is a far more informed voice on this sector)

Talking point: Surprises galore Niraj Shah traces RBI surprise to Trump-Musk spat. Read here 🔽 ndtvprofit.com/markets/talkin…

Interesting 'Elon Musk's proposed "America Party" has apparently gained significant traction, with over 80% of respondents in a poll supporting the idea of a new political party representing the centrist majority in the US.'

Well, well - on OS too HarmonyOS (from the Greek ἁρμός or “harmos”) is Huawei’s answer to the smartphone duopoly. The company hopes the Pura X phone will help HarmonyOS cause cacophony in the mobile OS market.

JM Financial on Cement - Unbelievable (Or maybe not - but it definitely impact investing sentiment in the state) -West Bengal Legislature enacted Revocation of West Bengal Incentive Schemes -Act retrospectively annuls all grants sanctioned under various state incentive schemes

Did you know this about South Korea? According to a Bloomberg Businessweek analysis of the more than 400 planned and proposed reactors around the world, it’s positioned to win business with as many as 43% of them, setting the country up to become one of the biggest exporters of

The ⁦NDTV Profit⁩ study of ordering 1 burger to our office across three platforms.. research courtesy - Agnidev Bhattacharya

A few stocks to watch today

Keep an eye... further developments awaited... Implications for multiple parties associated

Amid US-China trade talks, how does Goldman Sachs look at the trade tensions for the next six months, from an equity investor perspective? Timothy Moe shares his take. Niraj Shah #NDTVProfitExclusive

One more possible reason why shipbuilding stocks are down today... by Sajeet Kesav Manghat ndtvprofit.com/business/exclu…

Gundlach on Treasuries, Gold, Fed, AI, Private Credit, Trump Q : Where do you invest in periods like today ? Jeff Gundlach: Buy India and do yourself a favour ! Dont open the statement (for next 30 years !) youtu.be/98-vanEWj8E?si… via YouTube

How to identify the winner stock? Avoid 'admired territory' stocks and watch out for cash flow, says Sandeep Tandon. Watch whole conversation with Niraj Shah and @tamannainamdar: youtu.be/lL7tGN2v0ng Read: bit.ly/45R1EfS

Friday the 13th - brace for impact!