Surecall Group

Surecall Business Group

[ARPIT BHARGAVA @DArpitBhargava]

🚨 Panic is the biggest enemy of equity investor.

While everyone panicked during the USA-IRAN war scare, the smart investors were quietly accumulating.

Here's what the numbers reveal:
📉 During the war shock
(Mar 2 → Mar 30):
BSE Smallcap crashed -9.05%
(Fear was everywhere)

📈 Post-war recovery
(Mar 30 → May 25):
BSE Smallcap surged +22.85% - completely outpacing Sensex (+6.31%) and Midcap (+15.92%).

Net result?
Smallcaps are actually UP +11.73% since before the war began. 🟢

The lesson?
Those who held steady (or bought the dip) won big. 💡

[ARPIT BHARGAVA @DArpitBhargava]

Compared current PE multiples of 20 sectors with their 10-year median PE to identify where opportunities may exist for sectoral fund investors.

Historical valuation comparison may not predict short-term market movement, but it can certainly help investors avoid chasing overheated themes and improve allocation discipline.

[ARPIT BHARGAVA @DArpitBhargava]

WHO IS REALLY WINNING THIS WAR… & HOW? 🤯

US 🇺🇸 is dominating militarily - thousands of strikes, major assets destroyed.

But Iran 🇮🇷 is playing smarter - choking oil routes, shaking global markets, surviving the storm.

👉 In modern wars, survival = victory. Power ≠ control.

Watch before you pick a side 👇
https://t.co/YxcbLsTauW

[ARPIT BHARGAVA @DArpitBhargava]

#Gold & #Silver just crashed and most people still don’t get why 👀

In this YouTube Short, I break down the 2 real reasons behind the fall (hint: it’s not what the media is telling you).

Watch before you make your next move 👇
https://t.co/TCSBCRZkJn

#Gold #Silver #StockMarket #Investing #Commodities

[ARPIT BHARGAVA @DArpitBhargava]

Big players don’t chase rallies, they accumulate early. FIIs and DIIs buying together hints a probable upside before retail notices.

A youtube short covering 3 stocks where FIIs and DIIs have maintained their confidence in bearish market.
https://t.co/wghspjvkC4

[ARPIT BHARGAVA @DArpitBhargava]

Far more money has been lost by investors trying to anticipate corrections or preparing for corrections, than has been lost in the corrections themselves. - Peter Lynch

I am up for nifty at 30k in one year (FY26-27).
cmp- 23400

Anybody with me?

[ARPIT BHARGAVA @DArpitBhargava]

🔥 Small cement companies in crisis!

Small-cap cement companies in India are facing mounting pressure as weak pricing, rising input costs like coal and petcoke, and aggressive capacity expansion by large players are squeezing margins.

A list of smallcap cement companies down from their 5year high.

[ARPIT BHARGAVA @DArpitBhargava]

🚨 US–IRAN WAR RISK

If the conflict escalates, crude oil could spike and some Indian stocks may get badly hit.

Most investors are not talking about this yet.

I covered the vulnerable stocks in my latest YouTube Short. 🔥

https://t.co/SJZ7TLlQAw

[ARPIT BHARGAVA @DArpitBhargava]

Still happy with Bank FD returns? 🤔
Wait till you see these stocks 👀

👉 Dividend income > FD interest
Income 🔥🔥
#StockMarket #Dividends #WealthCreation

https://t.co/5EelyoO1gq

[ARPIT BHARGAVA @DArpitBhargava]

Jan 2023: #Hindenburg jolted #Adani, sparking a historic sell-off and governance concerns.
2024: Supreme Court found no regulatory failure.

Legal closure came but markets stayed selective.
Some stocks recovered, others didn’t.

Lesson: Courts decide legality; markets decide credibility and valuation.

3 stocks video: https://t.co/NbErfCiiG2

[ARPIT BHARGAVA @DArpitBhargava]

Not all monopolies participate in every rally.

Despite dominant market positions, a few companies have largely stayed on the sidelines in the recent rally. Markets reward growth visibility, pricing power and capital efficiency - not dominance alone.

https://t.co/q6wrGpoXyC

[ARPIT BHARGAVA @DArpitBhargava]

Excited to introduce a new YouTube series delivering sharp, actionable financial insights over equities.

Kicking off the series with the first video - a brief story about promising microcap company.

https://t.co/RfDTlSYFNc

[ARPIT BHARGAVA @DArpitBhargava]

Equities are now pricing more than earnings.

Oil risk premiums, Europe’s fragility, Taiwan-led supply chain risks, yen carry unwind, AI capex vs ROI concerns, US fiscal stress and dollar weaponization are reshaping risk appetite.

Volatility stays structural. Selectivity matters.

[ARPIT BHARGAVA @DArpitBhargava]

Well-capitalised. Well-regulated. Well-positioned.

Indian Banking & Financial Services Stocks Look Poised for the Next Leg of Growth

1️⃣ Credit Growth > GDP Growth
India’s loan growth continues to outpace GDP, powered by retail demand, MSMEs and infra-led capex.

2️⃣ Cleanest Balance Sheets in Decades
NPAs at multi-year lows, strong provisioning buffers and healthy capital adequacy set the stage for sustainable growth.

3️⃣ Operating Leverage at permissible Levels
Incremental credit growth now flows directly into profitability, lifting ROE without proportionate cost increases.

4️⃣ Structural Financialisation Tailwind
A steady shift from physical assets to financial products is expanding the opportunity set for banks, NBFCs and AMCs.

5️⃣ Supportive Policy & Rate Environment
Regulatory stability and a likely benign interest-rate cycle improve margins, asset quality and credit appetite.

Banking & Financials remain the backbone of India’s equity markets and a key beneficiary of the country’s long-term growth cycle.

#BFS

[ARPIT BHARGAVA @DArpitBhargava]

2025 was a year of digestion for equities. Valuations corrected, patience tested, narratives reset.
As we step into 2026, the setup looks healthier: earnings visibility improving, macros stabilising, and risk–reward turning favourable.

May 2026 bring smile to the faces.

[ARPIT BHARGAVA @DArpitBhargava]

INVESTORS SPECIAL DIWALI IDEA
🏮🏮🏮🏮🏮🏮

BUY GATEWAY DISTRIPARK

CMP- 62

TARGETS - 80/128/180/244/320+

ACCUMULATE TILL 45-50

NO NEED TO PANIC TILL 40

STOCK COULD DO 5x-10x IN 7-10 YEARS

WISHING YOU A HAPPY, WEALTHIEST AND PROSPEROUS DIWALI
🏮🏮🏮🏮🏮🏮

THREAD BELOW:

[ARPIT BHARGAVA @DArpitBhargava]

If your advisor doesn’t speak the language of
- Capture Ratio
- Overlap
- Information Ratio
- R-Squared

tools that measure risk, returns, performance, and diversification.

He isn’t advising you; he’s just distributing products.
A true advisor goes beyond selling Products!

[ARPIT BHARGAVA @DArpitBhargava]

The market isn’t a casino.

If you chase trades for the thrill, you’ll pay tuition in losses.

Wealth comes when strategy matches temperament - patience, discipline, and consistency always beat adrenaline.

[ARPIT BHARGAVA @DArpitBhargava]

Trading looks glamorous from the outside and Social media amplifies this image, showcasing wins only.

People don’t see the sleepless nights and anxiety of mounting losses.

Behind every successful trader are years of practice, discipline, and failures that shaped resilience.

[ARPIT BHARGAVA @DArpitBhargava]

If your goal is to create extraordinary wealth, resisting diversification is often the path.

Concentration builds fortunes.

But if your goal is to preserve that wealth, diversification is the shield. Knowing when to apply each is the real skill of investing.