Posts

Will Iran agree to transfer nuclear dust to China and sign a peace deal with Trump?

Image
  ·        Although the Iran war may be over, the Strait of Hormuz double blockade continues, and Iran is not ready to sign any deal with Trump at gunpoint. ·        Ahead of the Nov '26 midterm election, Trump is not ready to launch another wave of an all-out war against Iran, and the US may also be short of missiles. ·        Trump is now looking for a face-saving exit from his Iran war mess and may blink first by allowing China to be a caretaker of Iran’s nuclear dust. Although the Iran war may already be over, the Strait of Hormuz (SOH) double blockade—the real pain of over two months of Middle East tension—is far from over. Although the US is theoretically the biggest beneficiary of the Iran war, as it’s the biggest producer of both oil and military equipment, the economy is suffering from gas and fertilizer prices. The cost of living for ordinary Americans is soaring, and Trump may have ...

Nifty slumped as India pressed the panic button over the Hormuz blockade; USDINR surged

Image
  ●       India may face stagflation (higher unemployment, higher cost of living , and lower GDP growth) in the coming days if the Hormuz blockade lingers. ●       Modi’s clarion call for no buying of gold may actually result in more physical panic buying by HNIs. ●   Even after nullifying bonus/equity dilution effects of HDFC Bank and RIL, Nifty EPS may scale 1000 levels by FY27 , and in that scenario, 22000/20000-17000/15000 may be a base-worst-case scenario (22/20-17/15 PE); average 5Y EPS CAGR is below 10%. India’s benchmark stock index, Nifty, slumped on Monday, May 11, 2026, on fading hopes of an imminent Iran war permanent cease-fire deal and the continuing double blockade of the Strait of Hormuz (SOH)—affecting fuel, fertilizer, and food & other commodity prices globally as well as locally. On May 10, 2026, Indian PM Modi virtually pressed the panic button in a political rally in AP (Andhra Pradesh) by urging Indian...