
Prashant Nair
@_prashantnair
Executive Editor, CNBC-TV18
ID: 1728148718
04-09-2013 09:13:37
15,15K Tweet
76,76K Followers
1,1K Following






Gone off the rails! This was the title of Kotak Equities' recent note highlighting the eye-popping valuations of railway stocks in contrast to their modest prospects. Sanjeev Prasad explains. #StockMarket #Nifty #BankNifty Prashant Nair

Historically, rising geopolitical tensions would have triggered safe-haven flows into the dollar & US treasuries. Not this time. Are important market correlations shifting ? #TheGlobalReset at 12 Noon CNBC-TV18 Prime #Trump #StockMarket #Nifty #IranIsraelConflict #Iran


De-dollarisation is real, but painfully slow ! Luis Oganes of J.P. Morgan says the dollarās dominance remains intact - because thereās no credible alternative! #TheGlobalReset Prashant Nair #Trump #Nifty #BankNifty #IranVsIsrael

Petrodollars are no longer the only game in town ! Luis Oganes of J.P. Morgan points to a growing shift. 1. FX reserve share now 60% vs 85% 2. 20% of oil now traded in Yuan 3. Central banks buying Gold #TheGlobalReset Prashant Nair #Trump #Nifty #BankNifty #IranVsIsrael

Gold In Focus š - 12 years to go from $1000 to $2000 - 4 years to hit $3000 - Less than a year to $4000 ? Luis Oganes of J.P. Morgan says central banks are buying Gold. Not as hedge. But as insurance. #TheGlobalReset Prashant Nair #Trump #Nifty #BankNifty #IranVsIsrael

No, China wonāt dump US bonds ! Luis Oganes of J.P. Morgan says selling would trigger losses, tank portfolio value. 30% of foreign-held US bonds mature in next few years. This may be invested elsewhere. #TheGlobalReset Prashant Nair #Trump #Nifty #BankNifty #IranVsIsrael






How did China corner the rare earths market ? Kyle Chan explains how a short-term mindset in the West helped China dominate a market the world now depends on - rare earths ! Prashant Nair #TheGlobalReset Princeton University #StockMarket #Nifty #RareEarths

2025 is here. So how did 'Made in China 2025' do ? 10 years on, the plan delivered EVs, AI, robotics & more. Kyle Chan explains on #TheGlobalReset Prashant Nair Princeton University #StockMarket #Nifty

What can we learn from Chinaās industrial playbook ? - Set big, long-term goals - Adapt tactics as needed - Move fast when opportunity knocks Kyle Chan in conversation with Prashant Nair #TheGlobalReset Princeton University #StockMarket #Nifty

Comparing rail projects : Delhi vs Beijing ! Kyle Chan explains why Indiaās real bottleneck isnāt tech, itās structure. #TheGlobalReset Prashant Nair Princeton University #StockMarket #Nifty