Adarsh charanpahari

I study money, markets & the next big thing 🧠 | Finance | Research | AI | Entrepreneur ⚡

[Adarsh charanpahari @charanpahari]

@ThetaVegaCap @TheNavroopSingh Interestingly i have used iphone 6s, 11 and currently using 16.. honestly battery has been the biggest factor otherwise the chips have been flawless!

[Balu Gorade @BaluGorade]

Ashnir Grover hit it out of the park 🔥

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇸🇦 US oil imports from Saudi Arabia fall to zero for first time in 40 years.

[RedboxGlobal India @REDBOXINDIA]

INDIA (JULY) HSBC INDIA PMI SERVICES ACTUAL: 53.3 VS 53.1 PREVIOUS

INDIA (JULY) HSBC INDIA PMI COMPOSITE ACTUAL: 54.3 VS 54.3 PREVIOUS

[Sunil Gurjar, CFTe @sunilgurjar01]

don't sell your stocks. Just switch them with other assets. Powerful 2 minutes. 🔥

[Advait Arora @WealthEnrich]

Negative 10 Year Returns !

[Adarsh charanpahari @charanpahari]

The last three days are sending a clear signal: FIIs appear to be booking profits globally and making a quiet return to Indian equities.

Look at the trajectory over the last 3 sessions:
• 28 July: +₹755 Cr
• 29 July: +₹2,981 Cr
• 30 July: +₹3,623 Cr

Of course, these are early trends. Macro uncertainty and global geopolitics mean we aren't completely out of the woods yet, and volatility is still on the table.

That said, the dynamic is critical right now. DIIs have shown incredible stamina in absorbing selling pressure and holding the floor, but to push past major resistance and smash all-time highs, we need both engines firing together: DII absorption + FII momentum.

If this buying streak holds, the market setup gets very interesting. What’s your play here?

#StockMarketIndia #Nifty50 #FII #DII #IndianStockMarket

Not a buy/sell recommendation.
Adarsh Charanpahari | ARN 269146

[CNBC-TV18 @CNBCTV18Live]

#FundFlow | FIIs Net Buy ₹2,981.87 Cr While DIIs Net Buy ₹998.02 Cr In Equities Today (Provisional)

[Investing @ Prakash @Prakashplutus]

Why ??

Pls send more notices to taxpayers .

We are here to pay , don’t worry .

We will fund for all the freebies/Quota system .

[Adarsh charanpahari @charanpahari]

Is all the pessimism already accounted for?
Can Indian IT be a good contra bet?

TCS Q1 FY27 tells an interesting story:
📊 Revenue: ₹72,275 cr (+14% YoY, just 0.4% CC QoQ)
💰 PAT: ₹13,349 cr (+5% YoY)
📐 OPM: 24%
👥 Headcount: +9,279 QoQ — strongest hiring in quarters

The stock is down 36% in 2026.
Attrition down to 13.6%.
They just won an $800M AI deal with SKF.
And they’re hiring aggressively after cutting 23,000 in FY26.

Flat quarter? Yes.
But companies don’t hire 9,000+ people when they see weakness ahead.
Too much pessimism is already in the price. For risk takers, this could be a solid contra setup..

Not a buy/sell recommendation.

Adarsh Charanpahari | ARN 269146

#TCS #TataConsultancyServices #Q1Results #FY27 #IndianIT #ITSector #ContraBet #StockMarket #Nifty #NiftyIT #Sensex #Investing #StockMarketIndia #EarningsSeason #TCSResults #ValueInvesting #MarketUpdate #BSE #NSE

[Adarsh charanpahari @charanpahari]

Good comeback in the market.. the breadth also looks great! Funny how reactive markets have become. One day, a single tweet kills the momentum, and the very next day, everything seems to be back on track. 😂
#donaldtrump #stockmarket

[Adarsh charanpahari @charanpahari]

Well this is real pain..
#Crudeoil

[Investing @ Prakash @Prakashplutus]

As long as we are above 23830 on the nifty , this uptrend is intact .

Microcap index rallied approx 35% in last 100 days , some pause is welcome .

[Adarsh charanpahari @charanpahari]

FMCG stocks are buzzing before Q1 FY27 results. Here's why the street is expecting a strong quarter for consumption 👇

𝟭. 𝗜𝗻𝗰𝗼𝗺𝗲 𝗧𝗮𝘅 𝗖𝘂𝘁 𝗞𝗶𝗰𝗸𝗶𝗻𝗴 𝗜𝗻
Zero income tax up to ₹12 lakh — announced in the FY26 budget — is now fully flowing into consumer wallets. More disposable income = more spending on everyday goods. Private consumption expenditure has risen to 61.5% of GDP, the highest since FY12. The middle class is spending again.

𝟮. 𝗥𝘂𝗿𝗮𝗹 𝗗𝗲𝗺𝗮𝗻𝗱 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆
Favourable monsoons, higher real wages, increased KCC limits (₹3L → ₹5L), and higher MGNREGA allocation — rural India has more money to spend. Rural consumption is consistently outpacing urban growth heading into FY27. This is the demand segment FMCG companies depend on most.

𝟯. 𝗦𝗲𝘃𝗲𝗿𝗲 𝗛𝗲𝗮𝘁𝘄𝗮𝘃𝗲 = 𝗦𝗲𝗮𝘀𝗼𝗻𝗮𝗹 𝗧𝗮𝗶𝗹𝘄𝗶𝗻𝗱
Intense heatwaves across North India drove a sharp spike in ice creams, colas, dairy drinks, and beverages. Summer-centric products and beverages were the strongest seasonal gainers. Simple equation — extreme heat = more impulse consumption.

𝟰. 𝗣𝗿𝗲𝗺𝗶𝘂𝗺𝗶𝘀𝗮𝘁𝗶𝗼𝗻 + 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗣𝗼𝘄𝗲𝗿
FMCG companies have been taking selective MRP hikes and Package size reductions to protect margins. At the same time, premiumisation across categories is pushing up average realisations. Double-digit revenue growth from the last two quarters is expected to sustain in H1 FY27.

𝟱. 𝗖𝗿𝘂𝗱𝗲 𝗢𝗶𝗹 𝗕𝗮𝗰𝗸 𝗨𝗻𝗱𝗲𝗿 𝗖𝗼𝗻𝘁𝗿𝗼𝗹
Crude spiked above $115/bbl during the Iran war. Today? Brent is ~$72, WTI ~$69 — essentially pre-war levels. With the US-Iran peace deal progressing and OPEC+ increasing production quotas, supply is normalizing. For India — which imports ~85% of its crude — this means lower import bills, a more stable rupee, reduced input costs for FMCG (packaging, logistics, raw materials), and less inflationary pressure across the board. This is DIRECTLY feeding into the "resilient margins despite inflation" narrative.

𝟲. 𝗥𝗕𝗜'𝘀 𝗟𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 𝗣𝘂𝘀𝗵
The RBI has been on one of its most aggressive easing cycles in recent history:
→ 125 bps repo rate cuts in 2025 alone (now at 5.25%, lowest since April 2020)
→ CRR slashed by 100 bps, releasing ~₹2.5 lakh crore into the banking system
→ Record OMO purchases of ₹3.66 lakh crore, surpassing even COVID-era levels
Cheaper credit is flowing down to personal loans, vehicle loans, consumer financing. EMIs are more affordable. Combined with the tax cut — more disposable income AND cheaper credit — the consumption engine has dual fuel right now.

The big picture?
Tax cuts + rural recovery + heatwave demand + pricing power + crude oil correction + RBI liquidity = a potent cocktail for consumption stocks.
But stay sharp — much of this growth is pricing-led, not volume-led. FMCG volumes may stay capped at 3-4% if monsoon disappoints and food inflation picks up. Watch the quality of growth, not just the headline numbers.

Not a buy/sell recommendation.
Adarsh Charanpahari | ARN 269146

#FMCG #ConsumptionStocks #Q1FY27 #IndianMarkets #StockMarket #Nifty #HUL #ITC #NestleIndia #Marico #DaburIndia #BritanniaIndustries #GodrejConsumer #RBI #CrudeOil #RuralDemand #Premiumisation #QuickCommerce #InvestingIndia #MarketOutlook

[Adarsh charanpahari @charanpahari]

What a day for Nifty IT, up 2.62%, leading all sectoral indices today.
After being brutally beaten down, the comeback is brewing.
When valuations get this attractive, even the slightest positive trigger brings momentum.
AI disruption fears are real, but Indian IT is here to stay.
Not a buy/sell recommendation.
Adarsh Charanpahari | ARN 269146

#NiftyIT #IndianIT #StockMarket #SectoralIndex #ITStocks #Nifty50 #MarketUpdate #Investing #ValuationMatters