ARX Finance - Indian Markets

Markets. Minds. Machines.

Not SEBI-registered, content is research/opinion not investment/trading advice.

[ARX Finance - Indian Markets @arxfinance]

🚨 How Jane Street “manipulated” BankNifty on Jan 17, 2024 — and made ₹734 Cr in 1 day

This isn't a scam story. This is a playbook of calculated institutional deception.

Let’s break down SEBI’s 105-page interim order 👇🏻
🧵

[ARX Finance - Indian Markets @arxfinance]

🚨Big Relief for HDFC Bank

HDFC Bank wins all 7 Bahrain legal cases linked to Credit Suisse AT1 bonds.

🔹 Bahrain High Civil Court rejected all seven claims filed by investors
.
🔹 Claims included allegations of mis-selling, misrepresentation, negligence and unsuitable product classification.

🔹 The court found insufficient admissible evidence to establish the allegations or losses attributable to HDFC Bank.

🔹 Investors were also directed to bear the court costs.

🔹 The latest two orders were issued on September 9, 2026, with five other cases rejected between July and August.

The development provides significant legal relief to HDFC Bank in the long-running Credit Suisse AT1 bond dispute.

[ARX Finance - Indian Markets @arxfinance]

How cigarettes became money in Nazi prisoner of war (POW) camps during WWII.

[ARX Finance - Indian Markets @arxfinance]

NIFTY CAS Overall report from 06/08/2026 - 19/08/2026

more info below

[ARX Finance - Indian Markets @arxfinance]

Sector Flow

[ARX Finance - Indian Markets @arxfinance]

NIFTY CAS Report 17/08/2026

Sector flow and Top movers are given below 👇

Flow Analysis:

- Aggressive Accumulation
60 stocks · ₹236.7 cr
INFY, TVSMOTOR, DRREDDY, LT, BHEL

- Reluctant Accumulation
20 stocks · ₹46.7 cr
MAXHEALTH, PGEL, HINDPETRO, IDEA, BOSCHLTD

- Reluctant Distribution
82 stocks · ₹523.7 cr
HDFCBANK, BHARTIARTL, ICICIBANK, RELIANCE, AXISBANK

- Aggressive Distribution
46 stocks · ₹182.9 cr
M&M, HINDUNILVR, INDIGO, PFC, HAL

[ARX Finance - Indian Markets @arxfinance]

Top Movers

[ARX Finance - Indian Markets @arxfinance]

NIFTY CAS (Closing Auction Session) — [N] days of institutional intent:

📊 Avg B/A Ratio: [X] → [ACCUMULATION / DISTRIBUTION]
📈 Band Position: [X]% → settled [above/below] mid-band
💰 Auction Premium: [+/-X]% vs VWAP close

When institutions reveal their real bias after the bell.

How to interpret?

1. CAS Value (grey bars): Total institutional turnover in the auction

2. Premium % (teal line): Above zero = buyers paid above the VWAP close; below = sellers accepted a discount.

3. Band Pos (amber line): Where the final price settled in the auction band (0=floor, 1 = ceiling).
If > 0.7 = strong buyer control even within the band; < 0.3 = sellers dominating; near 0.5 = contested

4. B/A Ratio (red line): Aggregate bid qty ÷ ask qty across all stocks
If > 1.8 = market-wide accumulation regime; < 0.8 = distribution;

#NIFTY #CAS #Options #NSE

[ARX Finance - Indian Markets @arxfinance]

CANSLIM was built on US markets, but the logic travels: earnings acceleration, relative strength, institutional buying. Screening NIFTY500 stocks on the same criteria is a reasonable starting point — though Indian small/mid-caps often need wider earnings-growth bands given slower average sector growth.

[ARX Finance - Indian Markets @arxfinance]

Most investors look for stocks that are cheap

William O'Neil built a system to find stocks that are about to get expensive

It's called CANSLIM — 7 traits that show up in nearly every big market winner before it takes off

[ARX Finance - Indian Markets @arxfinance]

Who it's actually for: experienced investors comfortable with volatility. These are growth stocks priced on future expectations — the same traits that drive the gains can drive the drawdowns just as fast when growth slows.