Sridhar Balakrishnan 🇮🇳🏆💰

*News Headlines from Business News Agencies:*

*Business Standard*

📝 Semiconductors escape US tariffs, easing concerns for chip industry
📝 India faces shortage of 2.2 million skilled drivers, says Nitin Gadkari
📝 Commerce dept studying opportunities that may arise from Trump tariff: Govt
📝 Hindustan Power secures 425 MW solar project contract from UP Power Corp
📝 Indian auto parts makers in Canada, Mexico see no major impact of tariffs
📝 Hindustan Zinc Q4 growth: Firm reports 4% rise in mined metal production
📝 Tech sector key to becoming a $7 trillion economy by 2030: Nasscom's Rajesh Nambiar
📝 India lead in new coal proposals in 2024, says Global Energy Monitor
📝 China trials test virus-based cancer therapy as alternative to chemo
📝 Odisha govt lost Rs 864.45 crore mineral revenue during 2015-22: CAG report
📝 NHAI to develop 121-km-long ring road in Guwahati for Rs 5.72K cr

*Economic Times*

📝 Paras Defence and Space Technologies inks pact with MicroCon for drone camera supply
📝 Myanmar can explore energy partnership with India riding on current goodwill
📝 GCCs propel India’s office property market to new peak in March quarter
📝 US retaliatory tariffs a major setback for Indian gems, jewelry exports: GJEPC
📝 HMSI sales rise 11 pc in March at 4,27,448 units
📝 US emerges as biggest loser in markets from Trump’s tariffs
📝 BHEL, Hitachi Energy ink contract with Adani Energy unit
📝 US reciprocal tariff may erode India's GDP by up to 50 bps: Experts
📝 financing innovation essential for India's Viksit Bharat vision: Assocham's Sanjay Nayar
📝 EU sees Euro 290 bn of its exports impacted by new tariffs
📝 Amazon to launch first batch of Starlink-rival satellites

*Mint*

📝 ACME Solar Holdings secures ₹2,491 cr refinancing facility
📝 ONGC chairman: India's diesel demand growth is muted
📝 Digital lender Kissht prepares for $225 million IPO
📝 US tariffs on China, Thailand open a window for India’s toy industry
📝 Trump's tariffs to shake up engineering and electronic goods exports
📝 Poonam Gupta appointed as Deputy Governor of Reserve Bank of India for 3 years
📝 Trump tariff: India’s strict testing rules for medical devices hurt US exports
📝 Visa could replace Mastercard as Apple's new credit card partner: Report
📝 Ambuja Cements gets Delhi HC notice on stamp duty row in Holcim merger
📝 NCLT dismisses insolvency plea against Zomato over alleged payment default.

This is An Extremely Surprising and Unbelievable News

Delhivery Limited Aquires 99.4% Stake In IPO Bound Ecom Express Limited For 1,407 Crores

Ecom Express is A Leading Third-party Logistics Solutions Provider And Unicorn Startup which was Lastly Valued At ~$1 Bn (8,500 Crore)

Ecom Express Limited Had Filed DRHP In August 2024 for Raising 2,600 Crore At ~10,000 Cr Valuation which consisted 1,285 Cr Fresh Issue and 1,315 Cr OFS

SEBI Had Already Given It An Approval to Float IPO in December 2024

Before the SEBI Observation,
Delhivery Limited Had Accused Ecom Express for Misleading Numbers in its DRHP

Ecom Express was an Unicorn Startup with $1 Bn+ Valuation, Funded By BII, Warburg Pincus, CDC Group, Partners Group, Peepul Capital, The Company Had Picked Kotak Mahindra Capital, UBS, Axis Capital and IIFL Capital As Bankers

I Personally Don't Feel that Just in 6 Months The Fundamentals of the company would have been drastically Deteriorated

The Aquisition Deal by Delhivery Surely would have been made after analyzing Ecom Express' Valuations and they found it just at 1,400 Cr

The Same Company, The Same Underlying Assets, The Same Fundamentals For
– Delhivery : 1,400 Cr,
– Retail Investors : 10,000 Cr

Isn't this a enormous discrepancy ??

Are Retailers Fools ?

This Deal Will not only make the Institutional Investors and Retailers more critical to evaluate IPO Opportunities but the whole New Age Logistics Segment will face Valuation Headwinds leading to lower funding, delay in IPO Plans, Cut In Valuations, More Push towards a sustainable business model with Profitability rather than Aggressive Cash Burning Topline Growth

This event will dampen the Sentiments, Reduce Credibility of Merchant Bankers and Startup/Unicorn IPOs

But this Aquisition Deal is atleast better than IPO To Retail Investors at Exorbitant Valuations

Indeed very good for Delhivery Limited

*News Headlines from Business News Agencies:*

*Business Standard*

📝 Semiconductors escape US tariffs, easing concerns for chip industry
📝 India faces shortage of 2.2 million skilled drivers, says Nitin Gadkari
📝 Commerce dept studying opportunities that may arise from Trump tariff: Govt
📝 Hindustan Power secures 425 MW solar project contract from UP Power Corp
📝 Indian auto parts makers in Canada, Mexico see no major impact of tariffs
📝 Hindustan Zinc Q4 growth: Firm reports 4% rise in mined metal production
📝 Tech sector key to becoming a $7 trillion economy by 2030: Nasscom's Rajesh Nambiar
📝 India lead in new coal proposals in 2024, says Global Energy Monitor
📝 China trials test virus-based cancer therapy as alternative to chemo
📝 Odisha govt lost Rs 864.45 crore mineral revenue during 2015-22: CAG report
📝 NHAI to develop 121-km-long ring road in Guwahati for Rs 5.72K cr

*Economic Times*

📝 Paras Defence and Space Technologies inks pact with MicroCon for drone camera supply
📝 Myanmar can explore energy partnership with India riding on current goodwill
📝 GCCs propel India’s office property market to new peak in March quarter
📝 US retaliatory tariffs a major setback for Indian gems, jewelry exports: GJEPC
📝 HMSI sales rise 11 pc in March at 4,27,448 units
📝 US emerges as biggest loser in markets from Trump’s tariffs
📝 BHEL, Hitachi Energy ink contract with Adani Energy unit
📝 US reciprocal tariff may erode India's GDP by up to 50 bps: Experts
📝 financing innovation essential for India's Viksit Bharat vision: Assocham's Sanjay Nayar
📝 EU sees Euro 290 bn of its exports impacted by new tariffs
📝 Amazon to launch first batch of Starlink-rival satellites

*Mint*

📝 ACME Solar Holdings secures ₹2,491 cr refinancing facility
📝 ONGC chairman: India's diesel demand growth is muted
📝 Digital lender Kissht prepares for $225 million IPO
📝 US tariffs on China, Thailand open a window for India’s toy industry
📝 Trump's tariffs to shake up engineering and electronic goods exports
📝 Poonam Gupta appointed as Deputy Governor of Reserve Bank of India for 3 years
📝 Trump tariff: India’s strict testing rules for medical devices hurt US exports
📝 Visa could replace Mastercard as Apple's new credit card partner: Report
📝 Ambuja Cements gets Delhi HC notice on stamp duty row in Holcim merger
📝 NCLT dismisses insolvency plea against Zomato over alleged payment default

TVS Motor

The company announced plans to integrate Singapore-based ION Mobility's operations into its business, bolstering its electric vehicle presence in South-East Asia. The move will see TVSM absorb ION Mobility's assets, intellectual property, and core talent. The strategic integration builds upon TVSM's existing relationship with ION Mobility, where it had previously served as a strategic investor.

Larsen takeover, the stock fell from Rs.4000 to Rs.2000 offering a potential opportunity.

Marksans Pharma reportedly saw a surge in orders last quarter amid Trump’s tariff policies. A strong quarter is expected. Keep on radar.

Emerald Finance raised Rs.10 cr. via preferential allotment to promoters, Saint Capital Fund (Mauritius) and key investors.

Shera Energy recorded 46% consolidated sales growth in FY25.

Rajputana Industries posted a strong 69.4% sales surge in FY25.

Focus Lighting & Fixtures secures Rs.14.59 cr. order from Reloto Automation and Rs.9.11 cr. from other key clients.

Nisus Finance received the ‘Great Place to Work’ certification.

Paramatrix Technologies acquires 51% stake in Paramatrix Technologies KK, Japan.

Sky Gold and Diamonds expanded globally with a Dubai subsidiary and acquired land worth Rs.100 cr.

NPST secures 40% of the total Rs.168 cr. order as L2 bidder in a reverse auction.

Mangalam Worldwide advanced sustainability with a 1200 KWp rooftop solar installation.

Rudra Global Infra Products, plans Rs.190 cr. solar capex to cut power costs and scale turnover to Rs.1000 cr. With LOI for 3.3MW wind project, strong growth visibility ahead.

Aartech Solonics posted Q3 PAT of Rs.1.80 cr. (up 210%) and sales of Rs.9.55 cr. (up 30%). Turnaround play with solid order book and upside potential.

City Union Bank opened 7 new branches taking the total to 867. Its H3 EPS rose 15% to Rs.3.9, which may lead to FY25 EPS of Rs.15.5 vs Rs.13.7 in FY24. Net NPA fell to 1.42% from 2.19% YoY.

Transrail Lighting posted 9M EPS of Rs.16.1, which may lead to FY25 EPS of Rs.25. With Rs.240 cr. order, order book surged to Rs.20,282 cr. Stock trades at 21x PE vs 35x industry average.

Urban Enviro Waste Management secures Rs.81 cr. Q4 orders. It posted H1 EPS of Rs.8.8, which may lead to FY25 EPS of Rs.20. Stock trades at a PE of 9x on small equity of Rs.8.66 cr.

Aditya Birla Money posted 77% higher 9M EPS of Rs.11.5, which may lead to FY25 EPS of Rs.16. The share trades at a forward P/E multiple of 9x.

Voith Paper Fabrics posted 9M EPS of Rs.65, which may lead to FY25 EPS of Rs.84 on small equity of Rs.4.4 cr. Share trades at a P/E of 17x against most MNC shares quoting at a P/E of above 40x.

Canara Bank posted 9M EPS of Rs.13.8 which may lead to FY25 EPS of Rs.20 from Rs.16.8 in FY24. Share trades at a forward P/E of 4.7x against the industry average P/E of 8x.

Century Enka posted 165% higher 9M EPS of Rs.27.3, which may lead to FY25 EPS of Rs.38. The share trades at a forward P/E of 13.7x against the industry average P/E of 28x.

Mafatlal Industries posted 42% higher Q3 EPS of Rs.3.4 and 13% higher 9M EPS of Rs.10.5, which may lead to FY25 EPS of Rs.16. Share trades at a P/E of 9.6x vs. the industry P/E of 19x.

Zuari Agro posted Q3 EPS of Rs.13 and 9M EPS of Rs.34.5 which may lead to FY25 EPS of Rs.45. The share trades at a forward P/E of only 4.1x making it a sound investment proposal.

LIC Housing Finance posted 22% higher Q3 EPS of Rs.26.1 and 11% higher 9M EPS of Rs.74, which may lead to FY25 EPS of Rs.100+. Its Net NPA dropped to 1.42% from 2.19% (YoY). Share trades at FY25 PE of 5.7x and P/BV of 0.8x.

Indian Hume Pipe has Rs.4168 cr. order book and signed a revenue-share deal with Kalpataru and Dosti Builders on surplus land. Share trades 36% below its 52-week high of Rs.613.

Manoj Vaibhav posted Q3 EPS of Rs.5.2 and 9M EPS of Rs.15.1, which may lead to FY25 EPS of Rs.21+. With Rs.192 cr. spent on 8 new stores, FY26 EPS may touch Rs.30. Stock may surpass its 52-week high of Rs.330.

J & K Bank posted 25% higher Q3 EPS of Rs.4.8 and 9M EPS of Rs.13.6, which may lead to FY25 EPS of Rs.21+. Share trades at a forward P/E of 4.7x vs industry P/E of 16.5x.

*Money Times Talk is part of 'Money Times' publication.bs*

Rs.16.48 cr. and is investing Rs.100 cr. to scale up. With stable fuel linkages, evolving product mix, 15.8% ROCE, Rs.144 book value and attractive valuations, it offers high yield with re-rating potential.

Rating upgrade for Fredun Pharmaceuticals by Infomerics reflects strong financials and operational strength. Stock may surpass its 52-week high of Rs.1024.

Sree Rayalaseema Hi-Strength Hypo posted 9M PAT of Rs.70 cr., which may lead to FY25 EPS of Rs.55+, BV of Rs.510. Foray into Semiconductor-PCB and real estate may drive re-rating. Stock looks attractive at Rs.498 vs 52-week high Rs.944.

Himadri Speciality Chemical acquired 60% in Trancemarine and Confreight Logistics. Stock looks strong at CMP vs 52-week high Rs.689.

Dynemic Products allotted 4 lakh shares at Rs.298.50 premium on 6th March 2025, repaid 70% of Rs.139.23 cr. term loan. It posted Q3 PAT rose 257% to Rs.4.39 cr. Stock attractive at CMP vs 52-week high Rs.492.

TGVSL posted 35% higher 9M PAT of Rs.74.7 cr. with reserves of Rs.1039 cr. vs equity of Rs.107 cr. The promoters bought 6.53 lakh shares in 2 months. Caustic Soda expansion of Rs.350 cr. approved. May surpass lifetime high of Rs.182.

Fredun Pharma marked its Freossi division’s Sri Lanka entry in petcare; stock looks attractive at Rs.706 vs 52-week high Rs.1024.

Zenith Fibres sold 1.8 lakh shares of Rainy Properties. Its Q3 PAT rose 113% and 103% 9M Pat of Rs.2.34 cr., which may lead to FY25 EPS of Rs.8. Share trades at a P/E of 9x; attractive at Rs.72 vs 52-week high Rs.10.

Thakkers Developers holds huge land bank and strong pipeline; with Rs.150 cr. m-cap and no debt, it holds strong re-rating potential. May surpass 52-week high of Rs.255.

Smruthi Organics turned around Q2 PAT of Rs.1.48 cr. and loss in Q3FY24; paid 15% dividend for FY24. Stock looks attractive at Rs.113 vs 52-week high Rs.182.

Gujarat Intrux posted 64% higher Q3 PAT and 45% higher 9M PAT of Rs.8.01 cr. on small equity of Rs.3.44 cr.; paid 80% dividend. Looks highly undervalued at Rs.434 vs 52-week high Rs.647.

SNL Bearings, backed by promoter NRB Bearings, posted 9M PAT of Rs.8.06 cr. vs Rs.5.76 cr. YoY. ROCE at 18.7% and 70% dividend for FY24. Attractive at Rs.357 vs 52-week high Rs.514.

Integra Eng posted PAT of Rs.14.4 cr. in 9MFY25 vs Rs.11.82 cr. y-o-y; low equity, strong reserves. Rail project boost adds trigger. Attractive at Rs.219 vs 52-week high Rs.304.

Pennar Industries posted 20% higher 9M PAT of Rs.83.73 cr. v/s Rs.69.73 cr. in FY24. At CMP stock looks very attractive at Rs.183 v/s its 52-week high of Rs.228.

Somi Conveyor Beltings posted 73% higher 9M PAT with 24% CAGR over 5 years and mining boom, stock may break past Rs.236 for a new range.

GULFPETRO posted 9M PAT of Rs.17.71 cr.; backed by Incubit Energy stake, share looks very attractive at Rs.39 vs 52-week high Rs.94.

GIPCL allotted of 39,64,756 shares at Rs.227 to GACL & GSFC on 27-3-2025. It posted 9M PAT of Rs.141.71 cr., which may lead to FY25 EPS of Rs.13+. Its high dividend, strong renewable mix and cheap valuations make it a long-term radar pick.

Hindustan Aeronautics rated overweight by JP Morgan with target of Rs.4958; stock attractive at Rs.4239 vs 52-week high Rs.5675.

Akar Auto posted 9M PAT of Rs.5.21 cr. on Rs.5.39 cr. equity; ROCE 17.3%, ROE 13.1%. Stock looks good at Rs.99 vs 52-week high Rs.149.

Loyal Equipments bags Rs.26 cr. order for supply of Valve Skids with interconnecting Piping to be completed in 14 months. Stock attractive at Rs.221 vs 52-week high Rs.342.

Due to strong mining capex, conveyor belt makers have a bright outlook. Somi Conveyor Beltings looks promising—per market grapevine, another PIX Transmission in the making.

With higher tariffs on Bangladesh, Vietnam and China, India's textile sector is set to grow. Active Clothing, supplying to global brands like Levis and UCB is well-placed to benefit.

Vip Clothing posted Rs.65 cr. revenue nearly doubling YoY. Strong growth post fundraise and management change. Keep on radar.

E2E Cloud launches India’s largest NVIDIA GPU clusters. Post-

wer rates. By triggering a mild recession and pulling down 10Y yields below 4%, the aim is to refinance cheaply, then stimulate growth into a potential 2026–27 rally. It's not a trade war, it’s a yield war—intentional positioning to crush demand, tame inflation and revive later.

As per market veteran, 5th Nov 2024 may be remembered as the peak of US dominance; Trump's policies could shift global power towards new alliances.

Fact: Over 7 crore Indian demat accounts hold shares worth less than Rs.10,000, reflecting limited retail participation depth.

SEBI’s new rule from 1st April mandates AMCs to deploy NFO funds within 30 business days or allow penalty-free exits after 60 days ensuring better investor protection and faster fund utilisation, as per market veteran.

Trading isn’t quick money or passive income—it’s a skill built on discipline, strategy, and emotional control. Most traders lose by over-risking, chasing profits, or trading without a clear plan. Winning is about consistency, risk management, and mindset. One good trade won’t make you rich—small, smart trades over time will. Treat it like a business, not a hobby.

Risk Indicator: High volatility suggests greater risk and unpredictable price moves. Measurement: Typically tracked via standard deviation of returns over a set period. Examples: Sharp 1% swings in indices or frequent price jumps in stocks reflect volatility.

One person bought Bought Tata Motors at Rs.400, saw Rs.1,175, now at Rs.675 — sell or hold? It’s not about price, it’s about mindset. Anchoring bias and endowment effect trap investors into indecision. Ask yourself: If you didn’t own Tata Motors, would you buy it today at Rs.675? If yes, hold. If not, exit and move to better bets. Markets reward logic, not emotions — stay focused, not attached.

Last week in MTT 5TH April Ajanta Soya given at Rs.43 touched Rs.48, Akar Auto given at Rs.91 touched Rs.103 & still at Rs.99 looks very good, Alkyl Amines given at Rs.1617 touched Rs.1774, Aries Agro given at Rs.254 touched at Rs.272, Bajaj Steel given at Rs.707 touched Rs.754, Chennai Ferrous Inds. given at Rs.102 touched Rs.115, Donear Industries given at Rs.105 touched Rs.125, Dynemic Products given at Rs.262 touched Rs.291 & still at Rs.277 looks very good, Fredun Pharma given at Rs.669 touched Rs.715 & still at Rs.706 looks very good, Gujarat Intrux given at Rs.427 touched Rs.444 & still now at Rs.434 looks very good, Gulf Petro given at Rs.37 touched Rs.41 & still now at Rs.39 looks very good, HCC given at Rs.25 touched Rs.27, Hindustan Aeronautics given at Rs.4177 touched Rs.4495 & still at Rs.4239 looks very good, Him Teknoforge given at Rs.159 touched Rs.172, Indo Amines given at Rs.115 touched Rs.126, India Pesticides given at Rs.134 touched Rs.144, IOLCP given at Rs.61 touched Rs.66, IRB Infra given at Rs.45 touched Rs.48, Lamodhara Textiles given at Rs.131 touched Rs.152 & still at Rs.137 looks very good, Loyal Equipments given at Rs.221 touched Rs.239 & again still at Rs.221 looks very good, MK Ventures given at Rs.1363 touched Rs.1499, NHPC given at Rs.82 touched Rs.85, NCC given at Rs.209 touched Rs.216, Northern Spirits given at Rs.150 touched Rs.173, Rulka Electricals given at Rs.132 touched Rs.160, Pennar Inds. given at Rs.188 touched Rs.196, Samrat Pharmachem given at Rs.313 touched Rs.358, Shri Bajrang Alliance given at Rs.134 touched Rs.182, a mind blowing gain of 36% in highly negative market sentiments, SNL Bearings given at Rs.360 touched Rs.371, Smruthi Organics given at Rs.110 touched Rs.121 & still at Rs.113 looks very good, Somi Conveyor Beltings given at Rs.178 touched Rs.185 & still at Rs.176 looks very good, Talbros Eng. given at Rs.510 touched Rs.545 & still at Rs.524 looks very good, Thakkar Developers given at Rs.169 touched Rs.189 & still at Rs.189 looks very good, Tirupati Starch Chemicals given at Rs.184 touched Rs.189, Vashu Bhagnani given at Rs.106 touched Rs.117, Zenith Fibers given at Rs.71 touched Rs.74 during the week in highly negative market sentiments.

Ruchira Papers posted 129% higher Q3 PAT of

*Money Times Talk*

*5th April 2025*

₹

Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.

Alert: Friday evening, China imposed 34% tariffs on the US, and due to this, on Friday night, the DOW was down 2,231 points, Nasdaq down 1,192 points and Gift Nifty down by 616 points. So, a big gap-down is possible in Indian markets on Monday. For the time being, in this panic/distress selling, concentrate in phases only on those stocks which sell their entire production in India, pay regular and good dividends, have big expansion plans due to good demand for their products in India and are still available at throwaway rates. Many good opportunities will appear in the meltdown. One needs to figure out which companies are not or less affected. US demand will be reduced, but Indian products will become more competitive. 2025 is going to see a slowdown everywhere. Due to the tariff war, for the time being, one should avoid export and import-oriented stocks.

As per astrology view, some important turning dates are 7, 11, 15, 17, 21 & 25th April 2025.

As per data, the S&P crashed over 10% in 2 days only the 4th time since 1952 (Oct '87, Nov '08, Mar '20, now Apr '25). World's 500 richest lost nearly $500 bn, US markets wiped out $10 tn since Trump took office. Dow at 38,200 just 1,000 pts from 52-week low. As per market grapevine, if broken, Dow may test 33,000–32,000 as Japan, EU & others may follow China in imposing tariffs on the US.

China to impose 34% tariffs on all US goods from 10th April, along with export curbs on seven rare earth items, triggering fears of deeper global slowdown and escalating trade war—sentiment dampener for export/import-oriented stocks.

FUTURES: DOW -1200, NASDAQ 100 – 618, S&P – 165, Europe Markets, FTSE 100 -335, FTSE 250 -679, CAC – 321, DAX – 1090.

Nasdaq 100 futures crashed over 700 points and oil fell 14% in 2 days after China imposed 34% tariffs on all US imports. As per market veteran, the trade war now looks worse than the worst-case scenario, and no signs of capitulation yet.

Post India market close, China announced 34% tariffs on all US goods from 10th April, triggering a global meltdown—within 15 mins, Dow futures fell from -350 to -1350, Nasdaq -725, S&P -199, DAX -1133 and Gift Nifty crashed 455 points to 22,503. As per market veteran, a Black Monday is now certain with rising panic across the board.

Since Trump took office in Jan 2025, the 10Y yield slipped from 4.79% to 4.17%, while 2Y fell to 3.77%—a sharp move signaling cheaper refinancing ahead of Rs. 36.5T debt with Rs. 9T due; as per market veteran, while focus remains on tariffs, the real story is the quiet yield curve shift.

As per market veteran, Morningstar warns gold may crash up to 40% as the US plans to release massive reserves to counter global gold accumulation amid de-dollarization trends—investors should stay cautious on gold.

“I have read enough history to know that trade wars & tariffs war have never been good for anybody. It has never worked, never anywhere & Trump is making a serious mistake. Trump either does not know history or thinks he is smarter than history. I know he thinks he is smarter than history & I am afraid Trump is going to make things bad for all of us.” Jim Rogers.

As per market grapevine, since Trump took office in Jan 2025, the US 10Y yield slipped from 4.79% to 4.17% and 2Y to 3.77% enabling cheaper refinancing of $9T debt due out of $36.5T. While focus remains on tariffs, the sharp yield curve shift is the real game-changer.

As per market grapevine, Trump’s tariff strategy is a calculated macro play—not just about China, but about controlling yields to refinance $7.2T debt issued at lo

*BIG BREAKING*

*The People's Bank of China suddenly announced that the digital RMB (Renminbi, Chinese Yuan) cross-border settlement system will be fully connected to the ten ASEAN countries and six Middle Eastern countries, which means that 38% of the world's trade volume will bypass the SWIFT system dominated by the US dollar and directly enter the "digital RMB moment". This financial game, which The Economist called the "Bretton Woods System 2.0 Outpost Battle", is rewriting the underlying code of the global economy with blockchain technology.*

While the SWIFT system is still struggling with the 3-5 day delay in cross-border payments, the digital currency bridge developed by China has compressed the clearing speed to 7 seconds. In the first test between Hong Kong and Abu Dhabi, a company paid a Middle Eastern supplier through digital RMB. The funds no longer went through six intermediary banks, but were received in real time through a distributed ledger, and the handling fee dropped by 98%. This "lightning payment" capability makes the traditional clearing system dominated by the US dollar instantly look clumsy.

What makes the West even more frightened is the technical moat of China's digital currency. The blockchain technology used by the digital RMB not only makes transactions traceable, but also automatically enforces anti-money laundering rules. In the China-Indonesia "Two Countries, Two Parks" project, Industrial Bank used digital RMB to complete the first cross-border payment, which took only 8 seconds from order confirmation to funds arrival, 100 times more efficient than traditional methods. This technical advantage has enabled 23 central banks around the world to actively join the digital currency bridge test, among which Middle Eastern energy traders have reduced settlement costs by 75%.

The deep impact of this technological revolution lies in the reconstruction of financial sovereignty. When the United States tried to sanction Iran with SWIFT, China had already built a closed loop of RMB payments in Southeast Asia. Data shows that the cross-border RMB settlement volume of ASEAN countries exceeded 5.8 trillion yuan in 2024, an increase of 120% over 2021. Six countries including Malaysia and Singapore have included RMB in their foreign exchange reserves, and Thailand has completed the first oil settlement with digital RMB. This wave of "de-dollarization" made the Bank for International Settlements exclaim: "China is defining the rules of the game in the era of digital currency."

But what really shocked the world was China's strategic layout. Digital RMB is not only a payment tool, but also a technical carrier of the "Belt and Road" strategy. In projects such as the China-Laos Railway and the Jakarta-Bandung High-Speed Railway, the digital RMB is deeply integrated with Beidou navigation and quantum communication to build a "Digital Silk Road". When European car companies use digital RMB to settle freight through the Arctic route, China is using blockchain technology to increase trade efficiency by 400%. This virtual-real strategy makes the US dollar hegemony feel a systemic threat for the first time.

Today, 87% of countries in the world have completed the adaptation of the digital RMB system, and the scale of cross-border payments has exceeded 1.2 trillion US dollars. While the United States is still debating whether digital currency threatens the status of the US dollar, China has quietly built a digital payment network covering 200 countries. This silent financial revolution is not only about monetary sovereignty, but also determines who can control the lifeline of the future global economy!

This is very big news It means De-dollarisation in a big way. It can completely re-set the world