Pankaj Ladha

After dumping the dollar for years Russia now wants its back

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1 day ago | [YT] | 13

Pankaj Ladha

🚨 BIG DEFENCE PUSH BY INDIA


💰 ₹3.60 Lakh Crore defence deals cleared by Defence Acquisition Council led by Rajnath Singh

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2 days ago (edited) | [YT] | 25

Pankaj Ladha

US Debt is exploding… Why should Indian traders care?


1. Interest paid to overseas holders of US public debt hit a record $ 292 billion in Q3 2025
2. US debt > $38 Trillion and rising fast
3. Interest payments crossing $1 Trillion a year
4. US bond yields moving up = global money shifting
5. Foreign investor now hold about $ 9.1 trillion in US Treasury debt
What this means for India
• Higher US yields can pull FII money out of India
• Pressure on INR & Indian bond yields
• More volatility in Indian markets
• Cost of capital rises globally — equities feel it



Market Truth
This is not US news.
This is global money flow news.
Bottom Line
If US debt stress rises → Indian traders will see it in yields, FIIs, currency & volatility.

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4 days ago | [YT] | 17

Pankaj Ladha

Adani Enterprises Gets Info Request from US Sanctions Watchdog (OFAC)
• Adani Enterprises voluntarily approached US regulator OFAC after a WSJ report last year
• Received a Request for Information (RFI) on Feb 4, 2026 via legal counsel
________________________________________
What is the issue?
• OFAC is doing a civil investigation into transactions routed via US banks
• Possible indirect links to Iran-sanctioned entities
• Period under review: June 2023 – present
________________________________________
What Adani has done
• Says engagement is voluntary & transparent
• Already stopped LPG imports from June 2, 2025 as a precaution
• Will fully cooperate and share all details asked
________________________________________
What is important
• No penalty, no sanctions, no restrictions at this stage
• OFAC has not flagged any non-compliance yet
• Company says no material financial impact expected
________________________________________Business Impact?
• LPG was just 1.46% of Adani Enterprises revenue
• Only 0.5% of total Adani Group revenue
________________________________________
Market Reaction
• Stock fell ~2% after disclosure
• Later recovered, trading mildly lower
________________________________________
Bottom Line
This is an information request, not an action.
Adani says it is cooperating, has already stopped the activity in question, and sees no financial risk for now.



#Adani

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4 days ago | [YT] | 13

Pankaj Ladha

Markets are running on stories, not earnings.
Liquidity, AI excitement, and momentum are pushing prices higher — but history says corrections arrive fast.
Long term India looks solid, near-term volatility is real. ⚠️📉

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5 days ago (edited) | [YT] | 17

Pankaj Ladha

It Costs ₹1.11 to Make a ₹1 Coin — Is That a Loss?



Cost of Printing Notes
₹10 note → ₹0.96
₹50 note → ₹1.11
₹100 note → ₹1.77
₹500 note → ₹2.29
Cost of Printing Coins
₹1 coin → ₹1.11 (higher than value)
₹5 coin → ₹3.69
₹10 coin → ₹5.54



Then Why Not Just Print Notes Instead of Coins?
Because lifespan matters 👇
A coin printed today can last 50–100 years
A paper note lasts only 2–4 years
Notes need frequent reprinting, coins don’t


Real Logic

Even if coins cost more to make, their long life makes them more economical than printing notes again and again.

One-Line Takeaway
Coins look expensive to mint but over time they are cheaper than paper notes.

5 days ago | [YT] | 12

Pankaj Ladha

National Stock Exchange of India IPO Back on Track — ₹23,000 Cr OFS Planned

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5 days ago (edited) | [YT] | 13

Pankaj Ladha

Why RBI Did NOT Change the Repo Rate

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1 week ago | [YT] | 12

Pankaj Ladha

He invested more every month… yet ended up with less 😮
The real difference wasn’t money — it was time ⏳
That’s the true power of early investment.

1 week ago | [YT] | 16

Pankaj Ladha

LEAVE IRAN IMMEDIATELY

US Embassy advisory, Americans leave Iran, Iran security alert, heightened safety risks, emergency travel warning, avoid protests Iran, low profile advisory, Iran crisis update, Middle East tension, evacuation warning, diplomatic alert, regional instability, US Iran tensions, international security risk, breaking geopolitical news

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1 week ago | [YT] | 22