The biggest gains in the Smallcap Index have rarely come during the excitement. They've come after long periods of boredom.
History shows that whenever the Smallcap Index spends nearly 2 years consolidating, excesses get washed out, weak hands exit, and stronger businesses quietly build their next base.
What follows has often been a powerful multi-year uptrend.
Patience has historically been one of the biggest edges in small-cap investing.
Nifty has gone nowhere for 2 years.
Feels pointless, I know.
Edelweiss dug through 25 years of data.
This happened 11 times.
Every single time, the next 1 to 3 years delivered 13% to 50%.😉
Looks like #Iran's latest game is to fire 5 Missiles everyday and keep Oil prices on the boil
Their bet seems to be that only high Oil Prices and any market fall that creates will create pressure on the USA.
While the world has been going through threats and war. Here what is happening in India
1.IIP at 2-year high
https://t.co/brKdtUygs1 growth at 10-year high (financials cos talking about credit growth of 2.5-3x GDP ahead)
3.D/E for NSE 500 at 25 years low
4.Earnings growth back to 15% plus
5.FCNR(B) deposits have already crossed 2013 level in 45 days
6.Economists expect total FCNR(B) deposits of $65-70 bn, and including OFCB and ECB at $80-$85 bn under the swap window
7.Indian energy security diversified: India imports is back above pre-war level, around 5.2–5.25 million barrels of crude oil per day from nearly 40 countries.
8.All major FTAs done and USA soon
9.India currently trades at the lowest point in the last 25 yrs with respect to the MSCI EM index in terms of P/B (mean reversion soon?)
10.FIIs ownership lowest ever in history (burning hands in trading markets and will be back soon)
D: I am always biased and bullish on INDIA
A good sign for the Indian economy.
India's industrial output grew 7.3% in June, the strongest growth in almost two years, with manufacturing leading the way. It's encouraging to see both production and investment activity picking up.
A healthy manufacturing sector doesn't just boost GDP—it creates jobs, supports exports, and gives businesses the confidence to expand.
While one month's data doesn't define a trend, it's certainly a step in the right direction. If this momentum continues, India's growth story looks even more promising.
TOP ANNOUNCEMENTS FOR THE DAY.
#DBL : The company has been declared L1 bidder for a ₹2,524 crore project floated by the Water Resources Department,Chhattisgarh.
#OMINFRA: The company has emerged as the L1 bidder for a ₹568.98 crore for a Water Resource Project in Chhattisgarh.
#DYNACONS: The company wins ₹267.58 crore order for Data Centre augmentation involving enterprise server infrastructure at NPCI Data Centres.
#MARINE: The company has received ₹267.58 crore order from Princeton Digital Group (India) Management Private Limited.
#RAILTELCORP: The company has received a ₹43.89 crore work order from Aig Of Police (Provisioning) Odisha.
#Z-TECH: The company has won a ₹12 crore order from Lucknow Development Authority, Uttar Pradesh.
#KONSTELEC: The company secured two contracts worth ₹12.96 crore Reliance Industries Ltd.
#APOLLOMICRO: The company has been awarded a Make-II Prototype Sanction Order (PSO) by the Indian Air Force
#ALUWIND: The company has received a ₹12.59 crore order for the fabrication & Installing Aluminium Windows, Doors.
#RAJPUTANA: The company has secured orders ₹ Rs 11.78 Crores from Oil Marketing Companies (OMCs).
#LIOTECH: The company has received an purchase orders aggregating to ₹6.46 Crore.
#VDEAL: The company has been awarded a ₹2.41 crore order for the supply of Power Distribution System
#CHIRAHARIT : The company has received a purchase order of ₹1.72 crore from Eagle Agrotech Tanzania Limited for Supply and installation of Center Pivot Irrigation System.
🚨WOW. Child Dramatically Rescued in Santa Cruz yesterday
A 16yr old Lifeguard went VIRAL for the rescue, exhibiting STUNNING lifesaving skills
As onlookers attempted to help, they too were almost swept away, the young lifeguard telling them to save themselves
Yes … cmp 90 mkt cap of 880 cr … order book once these 2 orders are awarded would be close to 3000 cr providing excellent revenue visibility for the next 3 years - execution needs to pick up this FY onwards !!! @OmInfraLtd@VikasKo90761364
OM Infra bags another big infra opportunity! 🚨
OM Infra has emerged as the L1 bidder for a ₹568.98 Cr Water Resources Project in Chhattisgarh.
✅ Mohmela Sirpur Barrage Project
✅ Pipe irrigation network
✅ 5-year O&M contract
This comes shortly after the company secured L1 status for a ₹482 Cr Rajasthan irrigation project, highlighting strong order momentum and improving revenue visibility.
If both orders are awarded, they could meaningfully strengthen the company's order book and execution pipeline.
Overall View: Positive fundamental development for the long term. Watch for the official Letter of Intent (LoI) and subsequent order execution.
📈 #Stocks #OMInfra #Infrastructure #Water #IndiaMarkets
Many international media in the last 7 days: "Massive protests in India", "Govt stalled", "India unsafe".
(To deter investors, tourists, and disillusion Indians to incite more.)
🇮🇳 India in the last 7 days:
July 21st - ONGC reaches a depth of 1 km into the earth for geothermal power. Inaugurates two such wells for 1MW of clean power in remote areas.
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July 22nd - Indian Navy commissioned INS Malvan, the second indigenously designed and built Anti-Submarine Warfare with over 80% made-in-India components.
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July 23rd - DRDO's Gas Turbine Research Establishment (GTRE), with Hyderabad-based Azad Engineering, delivered India’s first indigenous expendable turbojet engine in the 350 kg thrust class.
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July 24th - DRDO successfully conducted the maiden flight test of the indigenous Kusha Long Range Surface-to-Air Missile from Dr. APJ Abdul Kalam Island, Odisha. It is called India's S-400. Big win by DRDO but under appreciated.
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July 25th - India got Sarnath (near Varanasi where Lord Buddha delivered his first sermon) inscribed on the UNESCO World Heritage List during the 48th World Heritage Committee session in Busan.
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July 26th - India in Commonwealth Games: Mirabai Chanu won gold in women's 48 kg.
Rishikanta Singh won silver in men's 60 kg (Games record in snatch).
Raja Muthupandi won silver in men's 65 kg. India’s early tally included 1 gold, 2 silver, and 1 bronze.
Previous day Para powerlifter Jhandu Kumar won bronze.
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July 27th (Coming day) - More commonwealth medals to come for India.
India's first hydrogen powered train (one of the few countries in the world) already saves 3200 liters of diesel in test runs.
High-powered task force on exam reforms constituted to make India’s examination system (especially NTA-conducted exams such as NEET, JEE Main, and CUET) more reliable, transparent, leak-proof, and technology-driven.
The government is set to introduce the Public Examinations (Prevention of Unfair Means) Amendment Bill, 2026 in Parliament (Lok Sabha). Tougher penalties, time bound investigations and sentencing, stronger mechanisms against paper leak.
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Everyday India and Indians are achieving some amazing things and taking the country forward.
Issues, protests (and accompanied anarchy) aren't everything that define India. Though they consume all news and media time. Don't get 'black pilled' too much by them.
The future is bright for India as long as the govt is stable and we do not let adversaries take advantage of internal issues.
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Indian Gen-Z are achieving great things already. The small number we see engaging in arson & violence hijacking peaceful protests by others, using filthy language, and having perverted thinking are just a small percentage.
They will grow out of it, and more won't become them, if India can take care of the perverse and mind corrupting content they get exposed to as kids and teenagers.
After making LTCG from Nil to 12.5%
After making STCG from 15% to 20%
After making STT from 0.01 % to 0.05%
After removing indexation on debt funds and taxing at slab rate
After introducing tax on SGB in secondary market from Nil to 12.5%
After making so many policy blunders, rupees depreciation and not caring about FII exit, it's so nice of Finance minister to say she is open for public feedback and suggestions.
You never needed any public suggestion, it's your arrogance that has put economy in such a big mess. There is no rocket science in knowing that FII would anyday invest in safe US economy at 5% yields because to beat that 5% they've to earn atleast 12-15% in India if you consider rupees depreciation and tax.
USDINR is making a clear double top on weekly charts. Is the stage set for a major rally in Indian stocks? The weekly layout below breaks down the pivot. 🇮🇳💵
1/ USDINR is retesting resistance near 97.00, completing a double-top pattern that signals fatigue in the Dollar's rally. 📊
2/ Weekly RMI (Rohit's Momentum) stays in sell mode. If it holds, RSI will print a second negative divergence on the weekly chart - a key reversal sign. 🚨
3/ A strengthening Rupee is the primary trigger needed to bring foreign investor confidence back into Indian equities and reignite broad risk-taking. 🚀
#USDINR #Nifty #IndianRupee #TechnicalAnalysis #MacroTrading #StockMarketIndia #Indiacharts
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Dear FM Madam @nsitharaman ji,
I have said it before. And I'll say it again. Loud & Clear.
LTCG of 12.5% on Equities is one of the Lowest in the World.
But there are a few issues:
1. LTCG was ZERO from 2004 to 2018. STT was introduced to offset the Loss in Revenue. It incentivised long term Investors to Hold on Patiently and enjoy Long Term Returns. I believe that Step was something Golden and rewards Long Term Thinking. FM Madam should reconsider this. Keep STT. Abolish LTCG.
2. STT is already taken for every transaction. This is a tax. Again putting Capital Gain, especially on Long Term Gains is not Ok. This is my Opinion. STT is borne by the investor irrespective of Profit or Loss.
3. We are not against Paying Taxes. In fact, we all Pay Income Tax, Capital Gains Tax, GST, Excise, VAT, Tax on Dividends and what not. The problem is the Freebies which are Distributed during the Elections. This is not at all ok. We don't want a single rupee of our Capital Gains to be used for Freebies. Please.
I humbly request the FM Madam to Abolish LTCG on Equities. Make the Long Term Period 24 months instead of 12 months. You will see Patient Capital 👍
For Indian Investors like me, the Pain is lesser. We will continue to Create Wealth. But what about our FII brothers & sisters. They also deserve to get minimum returns in Dollar Terms.
I feel for the FIIs who have suffered due to declining Rupee and they still have to pay LTCG on Rupee Terms. Something the FM Madam and team should revisit.
I think that it is a good time to implement this. FII no longer control our markets. Domestic Funds are consistent and plenty. If FIIs leave, let them Leave with Head Held High. That is our Responsibility.
India Structually is Brilliant. Let's make it Tax Friendly as well.
Patient Capital will Flow More & Stay, if these Steps are Taken.
A Proud Indian Investor,
#FI
@GBA_office At National school grounds Shankarpuram ward no 142 … No action taken yet inspite of repeated complaints!! Last 10-15 days it has been lying there making it very difficult for us to play !! Pls look into the same asap ! Thank u ✌️@bwssbchairman@Bwssb3Bwssb