niveshak

Speaks on 'What should U avoid while investing | IIM-Ahmedabad | Investment Advisor (AFP) | NISM- Research Analyst| MF, Stocks and Market Outlook| Xpertvoice

[niveshak @Sandeepnirvan]

𝗡𝗶𝗳𝘁𝘆 𝗜𝗧 𝗝𝘂𝗺𝗽𝗲𝗱 𝟮𝟲.𝟵% 𝗶𝗻 𝗝𝘂𝘀𝘁 𝟰 𝗠𝗼𝗻𝘁𝗵𝘀

On 1 July 2026, Nifty IT was just 25,769.

Tiday it's hovering at 32,700.

That's a massive recovery of 6,931 points, or 26.9%.

When everyone was pessimistic about the IT sector, the opportunity was right there.

Investors love discounts everywhere, except in the stock market!

Pessimism makes noise, but optimism makes money.

Did you buy IT crash or just criticise the Indian IT sector?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The DOJ is probing Alice Huang, the woman suspected as a spy targeting Jensen Huang, over whether she was involved in smuggling products made by Super Micro Computer, $SMCI, to China, per Bloomberg

SMCI’s stock extends losses to -14% on the day.

[niveshak @Sandeepnirvan]

𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝘀 𝘀𝗶𝗺𝗽𝗹𝗲, 𝗶𝘁'𝘀 𝘂𝘀 𝘄𝗵𝗼 𝗵𝗮𝘃𝗲 𝗺𝗮𝗱𝗲 𝗶𝘁 𝗰𝗼𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗲𝗱.

"Despite finding good businesses, why don't investors make maximum wealth in equity?

Because they don't remain invested the way promoters do."

- Raamdeo Agrawal

[niveshak @Sandeepnirvan]

𝗙𝘂𝗿𝗶𝗼𝘂𝘀 𝗕𝘂𝘆𝗶𝗻𝗴 𝗕𝘆 𝗙𝗜𝗜𝘀

Much of the current large-cap rally has been attributed to FII inflows.

FIIs net bought ₹77,164.86 crore in just 10 trading sessions, including ₹7,831 crore today.

Over the same period, DIIs net sold ₹47,652.40 crore.

Let’s look at the day-by-day data 👇

𝗡𝗲𝘁 𝗙𝗜𝗜 | 𝗡𝗲𝘁 𝗗𝗜𝗜 · ₹ 𝗰𝗿𝗼𝗿𝗲

🔹 30 Oct · +3,598.54 | −817.51
🔹 2 Nov · +3,114.68 | −392.20
🔹 3 Nov · +6,836.81 | −3,678.85
🔹 4 Nov · +7,284.03 | −3,712.23
🔹 5 Nov · +14,974.68 | −10,444.54
🔹 6 Nov · +13,749.82 | −5,968.70
🔹 8 Nov (Muhurat) · −0.25 | −700.31
🔹 9 Nov · +7,212.22 | −7,172.53
🔹 11 Nov · +12,563.33 | −8,434.53
🔹 12 Nov · +7,831 | −6,331

𝗖𝗼𝗺𝗯𝗶𝗻𝗲𝗱 𝗻𝗲𝘁 𝗯𝘂𝘆𝗶𝗻𝗴 𝗶𝗻 𝟭𝟬 𝘀𝗲𝘀𝘀𝗶𝗼𝗻𝘀 was about ₹29,512 crore, with FII buying more than offsetting DII selling.

Why are DIIs selling so heavily? Do they see something FIIs are missing? 👀

[niveshak @Sandeepnirvan]

𝗞𝗶𝗱𝘀 𝘁𝗮𝗹𝗸 𝗺𝘂𝘁𝘂𝗮𝗹 𝗳𝘂𝗻𝗱𝘀.
𝗩𝗲𝘁𝗲𝗿𝗮𝗻𝘀 𝘁𝗮𝗹𝗸 𝘀𝘁𝗼𝗰𝗸𝘀.
𝗟𝗲𝗴𝗲𝗻𝗱𝘀 𝘁𝗮𝗹𝗸 𝘀𝗲𝗰𝘁𝗼𝗿𝘀. 👀

❌ “Which fund should I buy?”
❌ “Which stock looks cheap?”
✅ “Which sector is turning?”

Drop ✍️ you Question for next booming sectors 👇.

[niveshak @Sandeepnirvan]

Last few days, I’ve noticed that people with paid blue checkmarks expect a follow-back.

But why?

They don’t even realise what they’re compromising on!

Sad. 😢

[niveshak @Sandeepnirvan]

Interesting observation. 👀

Hi @grok , Why did Nifty’s EPS jump only 5% and Index rose 15% over a month?

Nifty on 8 October — 22,231.80.
Tailing PE - 19
Fwd PE- 16.8

Nifty as on Today — 25,299
Trailing PE - 20.6
Fwd PE - 18.6

What changed here?
Why Investors missed this?

[niveshak @Sandeepnirvan]

Action. Reaction

[niveshak @Sandeepnirvan]

Inflation breached the RBI’s upper limit of 6%.

October CPI inflation jumped to 6.09%, a notch above expectations too.

[niveshak @Sandeepnirvan]

It’s amazing to see the same people who peddled a 20K Nifty target a month ago now calling for 30K.

[niveshak @Sandeepnirvan]

Indian Market: “Dead Man Walking”

[niveshak @Sandeepnirvan]

@dxcodess Yes. You are correct.
I know it's a game of buyers and sellers.

Someone sell that's reason other one buy.

[niveshak @Sandeepnirvan]

It’s amazing to see the same people who peddled a 20K Nifty target a month ago now calling for 30K.

[niveshak @Sandeepnirvan]

I wrote this here on X and LinkedIn too.

I am still firm on my views.

What is your opinion?

[niveshak @Sandeepnirvan]

@grok Thanks 🙏🙏

[niveshak @Sandeepnirvan]

𝗡𝗶𝗳𝘁𝘆 𝟱𝟬 𝗨𝗽 𝟭𝟱%. 𝗜𝘀 𝗜𝘁 𝗮𝗻 𝗟𝗧𝗖𝗚 𝗕𝗲𝘁? 👀

@grok, if the Govt keeps LTCG tax unchanged or gives it only a small tweak, how much of this rally could unwind?

And how would you tell how much of the 15% rise came from LTCG expectations in the first place?

[niveshak @Sandeepnirvan]

𝗔𝗳𝘁𝗲𝗿 𝗜𝗧 𝗮𝗻𝗱 𝗕𝗹𝘂𝗲 𝗖𝗵𝗶𝗽𝘀, 𝗢𝘂𝗿 𝗙𝗮𝘃𝗼𝘂𝗿𝗶𝘁𝗲 𝗙𝘂𝗻𝗱 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗜𝘀 𝗡𝗼𝘄 𝗘𝘆𝗲𝗶𝗻𝗴 𝗧𝗵𝗶𝘀 𝗦𝗲𝗰𝘁𝗼𝗿 👀

Yes.

In a recent interview with ET Now, Rajeev Thakkar explained why he’s bullish on select real estate companies.

He said DLF was the “hot theme of 2007,” but PPFAS waited 19 years to buy it at around ₹640, when valuations looked favourable.

The entire real estate sector traded at absurd valuations in 2007–08.

Look at the chart below 👇

Nifty Realty’s P/E has cooled from a later peak of roughly 230x to around 37x.

Parag Parikh Flexi Cap Fund added 1.85 crore DLF shares in October 2026.

Thakkar sees growing urbanisation creating opportunities for select real estate companies.

Beyond DLF, PPFAS also bought 29.36 crore units of Knowledge Realty Trust in four schemes.

Are you following his investing style?

[niveshak @Sandeepnirvan]

𝗔𝗳𝘁𝗲𝗿 𝗜𝗧 𝗮𝗻𝗱 𝗕𝗹𝘂𝗲 𝗖𝗵𝗶𝗽𝘀, 𝗢𝘂𝗿 𝗙𝗮𝘃𝗼𝘂𝗿𝗶𝘁𝗲 𝗙𝘂𝗻𝗱 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗜𝘀 𝗡𝗼𝘄 𝗘𝘆𝗲𝗶𝗻𝗴 𝗧𝗵𝗶𝘀 𝗦𝗲𝗰𝘁𝗼𝗿 👀

Yes.

In a recent interview with ET Now, Rajeev Thakkar explained why he’s bullish on select real estate companies.

He said DLF was the “hot theme of 2007,” but PPFAS waited 19 years to buy it at around ₹640, when valuations looked favourable.

The entire real estate sector traded at absurd valuations in 2007–08.

Look at the chart below 👇

Nifty Realty’s P/E has cooled from a later peak of roughly 230x to around 37x.

Parag Parikh Flexi Cap Fund added 1.85 crore DLF shares in October 2026.

Thakkar sees growing urbanisation creating opportunities for select real estate companies.

Beyond DLF, PPFAS also bought 29.36 crore units of Knowledge Realty Trust in four schemes.

Are you following his investing style?

[niveshak @Sandeepnirvan]

@AI_Feb21 Credit.. credit ✋

[niveshak @Sandeepnirvan]

@Inevitable1910 If something is available at good value with growth in earning, will be grabbed by smart Invetors.

Look at the recent two Quarterly results.

[niveshak @Sandeepnirvan]

The market has recovered more than 15% from its recent bottom.

The removal of LTCG sparked this market rally.

Is the possible removal of LTCG going to work?

[Business Today @business_today]

Budget 2027: Industry Seeks LTCG Tax Abolition, STCG Cut To 10%, Lower STT Rates

Industry has urged Finance Minister Nirmala Sitharaman to abolish long-term capital gains tax, reduce short-term capital gains tax to 10% and lower Securities Transaction Tax (STT) rates ahead of the Union Budget. PHDCCI has also called for a review of the concessional 15% corporate tax regime for new manufacturing units amid geopolitical uncertainties, besides seeking revised MSME classification norms, higher PM Mudra loan limits and direct equity support for MSMEs.

#UnionBudget #LTCG #StockMarket #IndianEconomy #NirmalaSitharaman

@tweettokarishma | @ranjeetmehta

[niveshak @Sandeepnirvan]

@Equiideas09 Might be ..

Who knows.