Reliance and HDFC Bank still showing red clearly tells one thing:
FIIs may not be done yet.
There seems to be silent supply still sitting in heavyweights, even while the broader market is trying to stabilise.
But here is the real twist.
FIIs are already sitting on record net short positions in index futures.
Their cash market ownership has also fallen sharply, reportedly near 14.7%, one of the lowest levels in many years.
So the question is simple:
How much more can they sell without creating the next big short covering trap
Global markets may witness huge volatility after the SpaceX IPO listing. Liquidity rotation, risk-off moves, tech valuation debate and global fund adjustments can create sudden shocks.
In such a market, don’t blindly chase crowded names.
The real money may hide in unknown, under owned, quality pockets which can become the next outperformers.
When everyone is looking at the index, smart money quietly searches for the next leadership.
India may look weak today, but pessimism itself can become the next fuel.
Stay alert. Stay selective. No revenge trading.
#Nifty #BankNifty #Reliance #HDFCBank #FIIs #DIIs #StockMarketIndia #SpaceXIPO #IndianMarkets #Investing #Trading #Outperformers
“The problem in Indian job market is that people want White collar jobs.”
“In Bombay you won’t get a good driver for Rs.50,000. Also no proper Plumber, Electrician or Brick layer”
“Indians have 30% savings rate. We don’t need foreigners money”
- Late Rakesh Jhunjhunwala. 2019
cc- @CAronitpereira
Yeh ladka bahut talented hai.
Kya woh abhi bhi Nainital ki sadkon par kaam kar raha hai?
Main na sirf uski padhai mein madad karna chahta hoon, balki jaadu mein uski dilchaspi ko bhi badhava dena chahta hoon.
Kyon na woh duniya ke behtareen jaadugaron mein se ek bane?
Kya koi mujhe usse aur uske mata-pita se sampark karne mein madad kar sakta hai?
(Video: courtesy @Murti_Nain )
For last 20 years , Economists r saying a weak rupee is good for exports ,let it find a natural level :)
Well if that is the case, we would have been an export super power with trade surplus
Only solution to India problems is 8-9% growth , reforms n low n stable tax structure.
Can oil prices really correct 25% from current levels?
In a discussion with @AnilSinghvi_ on @ZeeBusiness, 55 years of oil price data showed that in 14 instances since 1973 where crude surged over 50%, prices corrected 28% to 40% in the following year.
*DBT for Power Reforms*
In India Agriculture power is free. Commercial power is ~Rs 10 per unit to cross subsidise it. China is Rs5-6 per unit
Instead of making power free, we can transfer cash to genuine farmers plugging leakage n theft
Or we can reduce commercial power by Rs 2 per unit. Will make our manufacturers more competitive and increase production n exports. This will more than make up for cost of reduction.
Guru brahma guru vishnu guru devo maheshwaraya Guru sakshat param bramha tasmai sri guruve namah
#ThursdayThoughts
Respect and take blessings from your parents , mentors and from so ever you have Got something to learn
Almighty Always Rewards if you are on the road of truth and trust ❤️
Respected @nsitharaman ji and @FinMinIndia ,
Suggestion 1 of 3 for strengthening India's capital markets:
Long-term capital gains tax on listed equities should be abolished.
A long-term shareholder is not a speculator but a provider of patient risk capital. By investing in and holding businesses, investors help companies expand, create jobs, innovate and contribute to India's economic growth.
India requires enormous amounts of long-term capital to build world class enterprises, infrastructure and global champions. Tax policy should encourage households to move savings from passive assets, including imported stores of value such as gold, into productive businesses that create jobs, generate tax revenues and build national wealth.
The appreciation in a company's value is not created in isolation. During its growth journey, the government already collects corporate tax, GST, income tax from employees, customs duties, stamp duties and numerous other levies. Long-term capital gains are often the final outcome of economic activity that has already generated substantial tax revenues.
Most importantly, tax policy should clearly distinguish between investment and speculation. A long term shareholder is a partner in wealth creation, not merely a participant in market transactions. Tax policy should reward long-term ownership of productive businesses and distinguish it from short-term speculation.
India needs more patient capital, more entrepreneurship and more long term investing. Abolishing long-term capital gains tax on listed equities would be a powerful step in that direction.
Respectfully submitted.
Eid-ul-Adha is a reminder that faith is ultimately about rising above the self.
Humility over ego.
Gratitude over entitlement.
And sharing our blessings with those around us.
Wishing everyone celebrating a peaceful and blessed Eid Mubarak.
@VijayKedia1@sab_maya_hai__@nsitharaman@FinMinIndia The biggest problem is -
A person earns salary, pays tax on it. When he spends that already taxed salary, again pays tax on it. When he invests the money saved after spending his already taxed salary, he again pays tax (double tax through stt).
There is zero logic.
Last week I spoke to @pranjulb of @HSBC about the impending petrol price hike and what needs to be done to save the falling rupee. Full chat out now on The Money Mindset.
She says pump prices need to become expensive for oil imports to fall which will eventually shrink trade deficit and help the currency.
It’s a bitter pill but it has to be swallowed. Despite the price hikes, she says India is one of the countries with the least increase in oil prices around the world.
This episode was shot on 19th May .