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Ep: 1379 | Daily money show | stock market news

84.9K views ยท Aug 25, 2026 ยท 16:11 min ยท Watch on YouTube โ†—
Takeaway

Geopolitical restrictions create different outcomes across exporters, fertilizer suppliers and domestic consumer businesses.

Summary

  • The host warns that US pressure on countries trading with Iran could affect Indian exporters as well as Iran itself.
  • Rice exporters such as KRBL and LT Foods are highlighted as exposed businesses; tea exports are also discussed as vulnerable.
  • Indiaโ€“Russia fertilizer and energy discussions offer a possible alternative source of supplies disrupted by Middle East conflict.
  • Jackson Hole remains an important event for global interest-rate and inflation expectations.
  • Parag Milk Foods' whey-protein and newer consumer businesses are highlighted for stronger margins and reported 59% year-on-year growth in the new-age segment.
Iran SanctionsAgricultural TradeParag Milk Foods
Original description
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Team Money Purse

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