Oil Pact Rumors, Gold Loan Rules & Fintech's Big Opportunity | Global Markets Update

Welcome Back Investor!

India’s central bank has tightened rules on gold loans, capping loan-to-value (LTV) ratios and demanding stricter risk controls from NBFCs. S&P reports the move is forcing lenders to overhaul fast-growth models, especially those heavily reliant on high-margin gold lending. The shake-up could pressure near-term profits but also opens the door for digital-native fintech to step in with cleaner, compliance-ready platforms.

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

🌍 Could a Global Oil Pact Be Back on the Table?

Markets are on edge and startups should pay close attention.

With tensions in the Middle East escalating after reports of Israeli strikes on Iranian nuclear sites, Brent crude surged past $75. Energy volatility is no longer a risk it’s a reality.

Now comes a new twist: Kirill Dmitriev, CEO of Russia’s sovereign wealth fund, floated the idea of a renewed U.S.–Saudi–Russia pact to stabilize oil prices recalling the April 2020 agreement brokered by Trump, Putin, and MBS during the COVID-era oil crash.

🧭 Why This Matters: This isn’t just about geopolitics. It’s about market momentum, energy economics, and strategic leverage.
Higher oil strengthens Russia’s geopolitical position blunting sanctions and shifting the balance of power. For the rest of the world? It raises the stakes.

💡 Investors Here’s the Signal:
Founders in energy tech, logistics, and fuel-intensive sectors should prepare for turbulence but also opportunity.
Expect supply chain disruptions, but also fresh demand for alternative solutions, hedging tools, and adaptive infrastructure.

The lesson? Markets often bend more to diplomacy than demand curves. And in this case, watching the next OPEC+ move could be more important than tracking charts.

MARKETS

Indian indices ended lower with Sensex down 82 pts and Nifty 50 slipping 19 pts. The standout drag was the Nifty Midcap 100, which crashed 949 pts (-1.63%), signaling sharp profit booking in broader markets. Nifty Bank also fell 251 pts, reflecting weakness in financials. Caution dominated as investors eyed global cues and rate concerns.
_{Closing figures as on 19.06.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Tata Consumer Products (+2.17%) The stock rose on positive consumer demand trends, with analysts citing rising urban appetite for convenience-driven products and strong positioning in the FMCG pack.
✅ Eicher Motors (+1.86%) Eicher gained on expectations of strong monthly auto sales and investor confidence in premium two-wheeler demand, even as broader markets remained volatile.
✅ Mahindra & Mahindra (M&M) (+1.77%) M&M climbed as the auto sector held strong, supported by healthy rural demand and optimism around upcoming tractor sales during monsoon-led agricultural activity.
✅ Wipro (+1.53%) Wipro saw buying interest amid a slight rebound in IT stocks, as investors hunted value in beaten-down tech names despite Fed-driven macro jitters.

Top Losers

🔻 Adani Ports (-2.52%) Dragged by rising Middle East tensions, Adani Ports saw profit booking as geopolitical risks threatened global shipping routes and trade volumes.
🔻 Bajaj Finance (-2.01%) Rate-sensitive NBFC stocks like Bajaj Finance declined after the U.S. Fed held interest rates steady and signaled only two cuts in 2025, triggering fears of prolonged high borrowing costs.
🔻 Adani Enterprises (-1.57%) Adani Enterprises fell amid overall weakness in Adani Group stocks, with no fresh positive news and continued global risk aversion impacting capital-intensive businesses.
🔻 Coal India (-1.56%) Despite receiving bids for new coal blocks, the stock slipped due to sector-wide selling and investor caution amid elevated crude prices and inflationary concerns.

INDIA FRONTIER

Everything else you need to know today

⚓ Megaport: India’s Largest Port Sets Sail with a $3.5B Debt Raise, Vadhvan Port is gearing up to be India’s largest, raising ₹30,000 crore ($3.5B) in long-term debt. With capacity for 23M containers and 20-meter natural depth, it's poised to unlock global trade lanes and startup opportunities in logistics and marine-tech.

📉 Turbulence: US Fed Flags Slower Growth & Sticky Inflation Stagflation Ahead?, with 2025 GDP now pegged at 1.4% and inflation holding at 3%, the Fed's latest outlook hints at choppy waters. But for Indian founders, a weaker dollar and capital rotation.

🚨 Watchlist: FATF May Greylist Pakistan Again Over Terror Finance, As FATF weighs re-adding Pakistan to its grey list, fintechs and trade startups face heightened scrutiny on cross-border flows.

🛩️ Skyward: India’s 5th-Gen Fighter Program Cleared and It’s Open Season for Bidders, The AMCA project is India’s moonshot in defense aviation with stealth jets, AI systems, and private players like HAL, Tata, and Adani all in the mix.

SPECIAL

⚡ Siemens Energy Debuts Strong Analysts Predict 60% Upside

In a bold post-demerger entrance, Siemens Energy listed at ₹2,840 clocking a 14% premium and the market is already looking ahead. Several brokerages, including Motilal Oswal, project up to 60% upside, with targets as high as ₹3,000/share.

Why the bullishness? It’s all about focus, fundamentals, and future readiness:

🔌 Power-Pureplay Advantage: Now a dedicated transmission and distribution (T&D) player, Siemens Energy is laser-focused on India’s clean energy transformation. From hydrogen-ready gas turbines to grid automation and battery storage, it’s aligned with the nation’s infrastructure goals.

📊 Robust Growth Forecasts: With expected 25% revenue CAGR and 31% net profit growth from FY25–27, the fundamentals are strong. Margins are also forecasted to expand to 21.4% by FY27, signaling operational efficiency.

📦 Order Book Strength: Backed by a ₹15,000 crore backlog (2.1x FY25E revenue), Siemens Energy already has serious momentum built in.

💡 The Big Picture: For clean-tech founders, institutional investors, and infra-watchers, this isn’t just another listing it’s a signal. India’s grid is evolving, and Siemens Energy is stepping in not just to participate, but to lead.

THE HANOOMAAN INSTITUTE

🧠 Wealthy People Think Differently - The Real Playbook

It’s not the size of the paycheck or luck that separates the truly wealthy. It’s how they think.

🔹 1. Think in Decades, Not Days The wealthy don’t obsess over monthly bills they ask what today’s $100 could become in 10 years. They see money through the lens of compounding.

🔹 2. Spot Opportunities in Obstacles Recession? Layoff? Market crash? They ask: “How can I use this?” Problems become puzzle pieces, not dead ends.

🔹 3. Build Wealth Machines, Not Just Paychecks They don’t just work for money they build assets that work for them: real estate, equity, IP. Trading time for money is just the first chapter.

🔹 4. ROI > Price Tags They don’t flinch at a $5,000 course if it returns $50,000 in income. They think like investors, not consumers.

🔹 5. Live Abundantly, Not Fearfully Scarcity leads to hoarding. Abundance leads to collaboration, risk-taking, and growth.

💡 Final Thought: Before money multiplies in your account, it has to multiply in your mindset. Wealth begins between your ears. Start there.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

High Volatility Stocks
by Shailendrasingh

EPS last year >20 AND
Debt to equity <.1 AND
Average return on capital employed 5Years >35 AND
Market Capitalization >500 AND
OPM 5Year >15

Thanks for reading.

Until Next Time!

Hanoomaan India Business team

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