About this episode
- Strategy| If India-Pakistan 4-day war is any guide, the market sell-off should be short-lived
- COMI| Post call with management, CIB is poised to rally once geopolitical risk subsides
- EKHO, ABUK, MFPC| If sustained, crude oil surge could fuel a urea price rally, benefiting EKHO, ABUK, and MFPC
- CSAG| Suez Canal Recovery Derails Amid Escalating Tensions: keep cautious of CSAG
- HRHO| HRHO Goes Ex-Div — ValU Carve-Out Creates Potential Buy-the-Dip Opportunity
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