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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 5 of 5

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AIAntler IndiaCrude Oil & Energy
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DSP Mutual FundDSP NetraIndiaMacro / EconomicsMacrosMarket OutlookMarkets & InvestmentsPodcastTechnology

Oil Prices, AI Boom & Indian Markets | Netra | March 2026 | Sahil Kapoor | DSP Mutual Fund

"the underlying fundamentals of crude oil are bearish not bullish" - Sahil Kapoor [00:04:47]

"the current oil problem is a supply chain issue not a supply issue as of now" - Sahil Kapoor [00:11:25]

"all the capex which is being done for AI does not come from the AI business it…

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UJ
Mar 18, 2026
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DSP NetraMarketsAntler India
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InvestingReportMarch 2026DSP Mutual FundGeopoliticsIndia FocusedReport, Blogs & InsightsMarkets & Investments

https://www.dspim.com/media/pages/latest-literature/12152ee508-1772687595/dspnetra-mar26.pdf

DSP Netra: Early Signals Through Charts (March 2026) #Report

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UJ
Mar 14, 2026
Source
Antler IndiaCrude Oil & EnergyEquity
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GeopoliticsIndiaIndia FocusedJ P MorganMacro / EconomicsMacrosMarkets & InvestmentsPodcast

Sajjid Chinoy (Head-Asia Economic Research - JPMorgan) | India's Macros & The Big Oil Spike | CNBC TV18 Prime

"The one only thing we can be certain of is there's a lot of uncertainty that's coming our way." - Sajid Chinoy (Discussing the volatile global macroeconomic landscape) [00:00:37](https://www.youtube.com/watch?v=RVqDFRYG-Sc&t=0h0m37s)

"For the first time in a long time, actual physical quantities are at risk now." - Sajid Chinoy (Highlighting the shift from mere price inflation to actual physical supply…

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UJ
Mar 11, 2026
Source
Antler IndiaGoldMacro / Economics
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CommoditiesFinanceReport, Blogs & InsightsMarkets & InvestmentsIndiaGold & Silver

https://x.com/TaviCosta/status/2026054310572753203?s=20

India and Gold

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UJ
Feb 24, 2026
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IndiaPE/VCAI
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Antler IndiaFinanceTechnologyReport, Blogs & InsightsMarkets & InvestmentsGeopolitics

https://x.com/AntlerIndia/status/2021135874642325885?s=20

Market Map of Consumer AI startups being built from India | Antler India

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UJ
Feb 11, 2026
India