Rationality over emotions | Investor 📈 | Learning Machine 🧠 | Multidisciplinary Thinker | Behavioral Finance | NISM-Certified Investment Advisor
Hyderabad
Joined January 2010
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This is mind boggling number -
Securities Transaction Tax (STT) collections also recorded a sharp increase of approximately 51.56 per cent to Rs 54,077.90 crore, compared to Rs 35,681.88 crore in the year-ago period.
economictimes.indiatimes.com…
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Narratives flip quickly.
Till last week everything is negative about India.
Right now, almost everything is positive.
But the actual ground situation always will be somewhere in the middle.
If you were not swayed by the negative narratives till last week, you did good job.
But you must continue the same now when the environment is euphoric.
Trees will never grow to sky all of sudden.
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Nvidia affair saga may be the only one known to the world.
The other ones, we may never know unless the ones controlling the affairs of the day want us to know.
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We must give credit to the current RBI leadership for steering the current USD to INR equitation with so much agility and balanced mindset.
During 2013 Taper Tantrum, Rupee depreciated nearly 15% to 20% (moving from ~₹53 to nearly ₹69) within a few months.
But right now, the drop has been smaller in percentage terms, falling roughly 6% to 7% from around ₹90 to record lows near ₹95–₹97.
But again, the same has been recovered to around ₹93 now.
@RBI
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Mod's legacy will be measured by many factors.
But the most important one would be about how he will build his succession.
Hoping that this is all underway at the moment.
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Focused Investor retweeted
After seeing these results, all the board members of FAANG, MAG7 and other Nasdaq companies set crystal clear goals for the rest of the 2026 to their current CEOs.
Retail and institutional shareholders are really jubilant after seeing the proactive board of directors.
#SanatanaDharma is far more than just a way of life.
It is a blueprint for sustainability, peace, and harmonious coexistence with all of creation.
#HappyDeepawali
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#Hinduism is literally about peace and sustainable living, not just a lifestyle.
But historically, our extreme tolerance became our weakness, leading to exploitation by the Mughals and the British.
Time to change that. Let's stay united and flourish till the end of time.
#WATCH | Madurai, Tamil Nadu: Drone visuals from Vilakku Thoon and surrounding areas as people throng the areas for Diwali shopping.
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This is welcome sign. Hope the teachers will learn the essence first and teach the students.
#NCERT adds personal finance, #entrepreneurship chapters to Class 9 textbook
business-standard.com/s/2gAi…
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The good sign is that Diwali gifts are given by all kinds of companies from SME to large conglomerates.
Had seen lot of happy faces this evening on the road who are carrying the large gift hamper boxes. Good to smiles on the faces of facilities team in a corporate hospital near me.
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Indian stock markets -
✅If you didn't make any irrational decision in the last 6 months, you can pat on yourself. You have climbed one step and matured a bit. This will help in coming years a lot.
❌If you made a mistake, it's time to learn a lesson from it and update your own investment framework and philosophy accordingly so that the mistake shouldn't be repeated again.
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Focused Investor retweeted
The real fun starts when the main indices hit the new all-time highs and all the investors who are waiting on the sidelines joins the rally at much higher prcies.
Tables turned for good
INDIA IS THE ONLY MAJOR MARKET IN ASIA THAT'S GREEN TODAY.
Japan crashed as much as 7%
Korea 8.8%
Taiwan 9%
And India's Nifty just hit a 3-month high and is on track for its best week since 2021.
In the last 2 weeks:
• India: +10%
• Taiwan: -13.8%
• Korea: -8.8%
• Japan: -8.4%
Looks like India is the only major anti-AI trade left globally, as it has almost zero exposure to AI.
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Focused Investor retweeted
Definitely it's not going to skyrocket. India is more intertwined with world economies like never before. If other major economies take a hit, we will also take some. But we didn't rise too much in the last few years like these advanced markets. So, the significant fall is not going to be there.
If the global asset managers are going to diversify from AI related positions, we will be decent alternate considering the current valuations and earnings growth.
In my 16 years of investing journey, never see Indian investors celebrating the heavy market crashes of other Global markets. Especially USA.
Usually if they fall 2x, we fall 4x.
But this time it's different. India is going to be the portfolio stabiliser for them in the long run.
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OMG
BREAKING: US technology stocks collapse at the open, erasing -$1.3 trillion in market cap in 30 minutes, with dozens of names down 10% or more.
Tech Stocks Today:
1. SanDisk, $SNDK: -15%
2. Western Digital, $WDC: -13%
3. Nebius, $NBIS: -13%
4. AMD, $AMD: -12%
5. Seagate, $STX: -12%
6. Qualcomm, $QCOM: -10%
7. Micron, $MU: -10%
8. Tesla, $TSLA: -10%
9. Dell, $DELL: -10%
10. Arm, $ARM: -10%
11. Marvell Technology, $MRVL: -10%
12. CrowdStrike, $CRWD: -10%
13. Intel, $INTC: -9%
14. CoreWeave, $CRWV: -8%
15. Palantir, $PLTR: -8%
16. SpaceX, $SPCX: -7%
17. TSMC, $TSM: -7%
18. Nvidia, $NVDA: -5%
19. Broadcom, $AVGO: -5%
20. Oracle, $ORCL: -5%
The Nasdaq 100 is now down -4% on the day.
We expect a highly eventful day ahead.
Turn on our post notifications @KobeissiLetter for real time analysis as this develops.
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The action got accelerated.
#FundFlow | FIIs Net Buy ₹14,974.68 Cr While DIIs Net Sell ₹10,444.54 Cr In Equities Today (Provisional)
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Looks like #FIIs don't want to transfer their ownership of #Indian businesses.
Source: @CNBCTV18Live
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