Aakash

tech,stocks, music and sports in no particular order

[Sholto Douglas @_sholtodouglas]

put it in a museum

[Kundan Prajapati @ScholarTrading]

What the hell is happening to the Indian stock market?

Dear @SEBI_India & @NSEIndia @BSEIndia

How many times do you expect traders to rebuild their entire business?

> December 2020 – 50% leverage removed
> March 2021 – 75% leverage removed
>September 2021 – 100% leverage removed

We adapted.

Yes, leverage is a double-edged sword. But thousands of genuine traders with smaller capital were affected. Still, we adapted.

> September 2023 – Bank Nifty expiry was shifted from Thursday to Wednesday, while BSE launched Sensex weekly expiry on Friday. Suddenly, we had expiries almost every trading day.

Many traders, especially algo and 0-DTE traders, redesigned their entire systems.

We adapted.

> November 2024 – Weekly expiries of FinNifty, Bank Nifty and other indices were removed. Only Nifty and Sensex weekly expiries remained.

Again, thousands of traders had to change their strategies.

We adapted.

> February 2025 – Expiry-day margin benefit was removed.

STBT traders were hit badly.

We adapted.

> 1st September 2025 – Nifty expiry shifted from Thursday to Tuesday.

Again...

We adapted.

> Jane Street reportedly made billions of dollars from Indian markets over the years. Later, regulatory action was taken, and subsequently trading restrictions were lifted after payment of regulatory dues/settlement.

How exactly did all of this benefit Indian retailers?

Meanwhile...

- Option STT has increased massively over the last few years.
- Bid-ask spreads have widened.
- Slippage has increased.
- Global volatility has increased.
- Transaction costs keep rising.

We adapted to everything.

And now...

Closing Auction Session (CAS).

Seriously?

Every few months there's another structural change.

Every few months traders are forced to rebuild their systems.

Every few months liquidity takes another hit.

You say these changes are for retail investor protection.

Then please show us the data.

Can you show even one report proving that retail trading losses have actually reduced because of all these interventions?

If not, then what exactly are these constant changes achieving?

Instead of making markets more efficient, you're making trading more expensive, more complicated, and pushing serious traders towards crypto and international markets.

As a full-time trader, my inner soul genuinely cries today seeing the direction our markets are heading.

We survived leverage removal.

We survived daily expiries.

We survived removal of daily expiries.

We survived expiry changes.

We survived removal of expiry margin benefits.

We survived higher STT.

We survived wider spreads and slippage.

Now we are expected to survive CAS as well?

Enough is enough.

I request SEBI and the exchanges to reconsider this rule.

Before implementing such major structural changes, consult the trading community. There should be proper communication, public discussion, and representation from active traders.

I also request every trader to raise their voice through the proper channels. If you genuinely believe these changes are hurting market participants, please send your feedback or complaint to SEBI through its official grievance mechanism. And if anyone from the industry has a direct channel to the exchanges or regulators, please help convey the concerns of the trading community.

Please Retweet this so our voice reaches the right people.

Enough of silent adaptation. It's time the trading community is heard.

@AnilSinghvi_ @_anujsinghal @SarangSood @PRAFULKULKARN18 @adigitalblogger @iarjuntandon @JayneshKasliwal @sunilgurjar01 @piyushchaudhry @SantoshPasi @RakeshPujara1 @TanmayKurtkoti @justnottamomma @AshishGupta325

[Skylife Research @skylyfresearch]

Three conflicts in the headlines.
The number that actually matters for Indian markets: $79.

That's Brent today, up ~4% after Iran said it had closed the Strait of Hormuz (US disputes it, some shipping continues) and the US struck ~140 targets. Not $105.

Not a crisis yet. But it's the variable to watch.

The honest India picture (not the panic version): Nifty closed +1% Fri (24,207); opened lower today on oil, off ~0.5%, not a 2-5% crash. It's ~4% below late-Feb (geopolitics is one factor, not the only one). FIIs actually turned BUYERS in July (~$1.6B) after 4 months selling.

The clearer stress signal: rupee at ~95.9/USD, a 5-week low.

India imports ~85% of its crude, so every ~$10 on Brent widens the import bill, the current-account deficit, and rupee/inflation pressure. At $79 it's a drag.

The real risk: if Hormuz stays shut, $90+, that's the repricing trigger.

Brokers are cautious, not bearish. Citi trimmed its Nifty target in June, Goldman still sees ~10% upside.
Not a one-day crash. A slow grind with one switch that could flip it.

#Nifty #Oil #IndianMarkets #Macro #War

[Aakash @aakashkedia96]

Any quants out here pls apply

[Skylife Research @skylyfresearch]

How to Submit
Post it as a thread on X.
Tag @skylyfresearch and use #SkylifeResearch
Then fill out this form (takes 3 min):
https://t.co/kMlSe2ekQ5
That's it. We read everything.

[aaron @aarondotdev]

if you ever think you’re a good programmer just remember this dude wrote roller coaster tycoon by himself completely in assembly, earning him $30m in royalties

[Intrinsic Compounding @soicfinance]

Its been almost 13 months since the market made the top in sep 2024 and now being in the choppy zone where Nifty 500 being down almost ~5% but the brutality in the small and midcap index being higher where they are down ~8% and ~10.7% respectively

Its being a general trend in the past where market goes sideways for 15-16 months period after a big rally in the market. This seems to be like we are somewhere late part of the sideways correction

Here are few of the industries that are showing relative strength currently

Source - @stockscansin

[Akshat Shrivastava @Akshat_World]

People don't understand the gravity of US's high tariffs on India.

1) Our per capita GDP is ranked 120+, we are a poor nation. And, are trying to move to a middle income country.

2) We require as many partnerships as possible. Especially, with major trading blocks of the world.

3) Alienating big economies is the fastest way to kill our growth prospects: we are not aligned with China & US doesn't want us.

Russia is a closed economy (even if they want us, it doesn't matter much)

4) It is easy to say: "we should build our own capacity". What have we been waiting for decades then? Harry Potter 10 release?

5) If building our capacity was easy, don't you think we would have done it.

We can't grow our manufacturing base. One of the top performing service sector segment (IT industry) is facing headwinds & job losses.

Schemes like Make in India have failed spectacularly to the point: where we have sitting CM's inaugurating Tesla showrooms.

Wrap all this up in the fact: that AI is going to cut labour cost massively. Nations like the US are now industrializing by building giga-factories. "Cheap-labour" is not an advantage anymore.

We need US's tech stack to build our next tech revolution (post IT), more than they need India's cheap labour.

[Aakash @aakashkedia96]

@skyliferesearch 7/7: Ready to ride real-time waves?

DM @SkylifeResearch or me

Build your analyzer, turn events into wins—let's dominate! #FinTech #EventDrivenTrading

[Aakash @aakashkedia96]

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more depth in thread

#StockMarketIndia #aistocks

[Aakash @aakashkedia96]

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[Aakash @aakashkedia96]

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[Aakash @aakashkedia96]

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[Aakash @aakashkedia96]

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[Aakash @aakashkedia96]

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[Aakash @aakashkedia96]

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[Naval @naval]

Socialism isn’t wrong because it has compassion.

It’s wrong because it doesn’t work.

[Aakash @aakashkedia96]

@hvgoenka Middle income trap

[Aakash @aakashkedia96]

This hit the feels

[Nithin Kamath @Nithin0dha]

The lack of short selling in Indian markets is causing potential market distortions.

Unless we make shorting of stocks easy in the Indian markets, price discovery will be impaired. India has been a structurally long-only market with almost no shorting activity, because borrowing stock to short is really hard and is an offline process.

Because of this long-only bias, there's probably very little short-selling talent as well, even if large funds want to start shorting. The only real way to short stocks until now was to use futures, maybe options. But there are only 224 F&O stocks, which means you can't short the vast majority of the problematic stocks. Also, these contracts expire every month, and the cost of rolling over these contracts is significant (only the 1st month contract is liquid).

Unless this changes, there will always be weird distortions in the prices of Indian markets. Short sellers, although they have a bad reputation, are massively underrated. Think of them as janitors; they clean up all the garbage in the markets and make them more efficient.

Securities lending and borrowing (SLB) is still an offline process, and most brokers don't offer an online option. Like everyone, we at @zerodha offer it, but you'll have to call us to borrow or lend, and there's a process, which means it'll never scale. Hopefully, we will have an online platform by the end of the year, and stock lending and borrowing will become much simpler.

[Aakash @aakashkedia96]

Knowledge worker 🤝 execution

[Skylife Research @skylyfresearch]

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