Badaree Krishna

Investor

[Badaree Krishna @badaree_krishna]

Brent crossed $100. Nifty IT fell 3.38% — the worst sector on the board.

IT doesn't burn oil. It bills in dollars, and a weak rupee usually helps it.

Oil at $100 means US inflation, rates staying higher, client budgets cut.

IT isn't an oil trade. It's a US demand trade.

[Badaree Krishna @badaree_krishna]

Why pharma led:

US sanctions on Iran landed softer than expected.
Crude eased. Bond yields eased.
Money rotated out of metals and private banks into defensives.

Most days, the driver isn't domestic.

[Badaree Krishna @badaree_krishna]

Nifty closed Tuesday up 115 points at 24,335.

Nifty Smallcap 100 closed red.

If the index was green and your portfolio wasn't, that gap is the story: money rotated into pharma, healthcare and PSU banks, and out of private banks and metals.

Index level ≠ market breadth.

[Badaree Krishna @badaree_krishna]

RBI held the repo rate at 5.25% and raised its GDP forecast to 6.7%.

For fixed income, a stable rate environment shifts the driver back to carry rather than capital gains.

The case for locking in today's yields over a 3–5 year horizon deserves more attention.

[Badaree Krishna @badaree_krishna]

A correction is a time to check allocation, not conviction.

Equity — seven down days, one up. Noise until it isn't.
Debt — repo steady at 5.25%. Accrual works quietly.
Real estate — illiquid by design. A feature, not a flaw.

Diversification hedges being wrong, not losing.

[Badaree Krishna @badaree_krishna]

Nifty snapped a seven-session losing streak today, reclaiming 24,200.

Through that entire drawdown, July SIP inflows hit a four-month high of ₹31,961 crore.

The market flinched. The retail investor did not.

That divergence is the real story.

[Badaree Krishna @badaree_krishna]

🚨 Breaking News 🚨

India's most expensive share is no longer MRF!

💼 Elcid Investments Ltd has taken the crown with a whopping ₹2.36 lakh per share! 📈💥
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[Badaree Krishna @badaree_krishna]

Buying KPR MILL LTD

#stockmarketsindia

[Badaree Krishna @badaree_krishna]

BNF CRASH TOMORROW 😂😂

#banknifty #stockmarketsindia

[Badaree Krishna @badaree_krishna]

https://t.co/utTHAmRmnI
Performance on 24 rth june 2024 on a base capital of 30 lakhs

[Badaree Krishna @badaree_krishna]

https://t.co/LssmuzPp0o
Performance on 21 june 2024 on a base capital of 30 lakh

[Badaree Krishna @badaree_krishna]

https://t.co/TRfoCiBFd7
Performance on 20 th june 2024 on a base capital of 30 lakhs

[Badaree Krishna @badaree_krishna]

https://t.co/zgUQg4en9D
Performance on 19 th june 2024 on a base capital of 30 lakhs

[Badaree Krishna @badaree_krishna]

https://t.co/2BJUDBLL5c

Performance on 13 th june 2024 on a base capital of 30 lakhs

[Badaree Krishna @badaree_krishna]

https://t.co/0VVUBIENlA
Performance on 11 june 2024 on a base capital of 30 lakhs

[Badaree Krishna @badaree_krishna]

https://t.co/X2sCBLHAav
Performance on 10 th june 2024 on a base capital of 30 lakhs

[Badaree Krishna @badaree_krishna]

https://t.co/9zhvYnupx0
Performance on 7 th june 2024 on a base capital of 30 lakhs

[Badaree Krishna @badaree_krishna]

https://t.co/8CnXSgLWPs
Performance on 5th june 2024 on a base capital of 30 lakhs

[Badaree Krishna @badaree_krishna]

https://t.co/ZyhQRM7fvs
Performance on 4rth july 2024 on a base capital of 30 lakhs

[Badaree Krishna @badaree_krishna]

https://t.co/vEbM6Dp9o8

Performance on 3 rd june 2024 on a base capital of 30 lakhs