@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!
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:
โข 28 July: +โน755 Cr
โข 29 July: +โน2,981 Cr
โข 30 July: +โน3,623 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. Whatโs your play here?
#StockMarketIndia #Nifty50 #FII #DII #IndianStockMarket
Not a buy/sell recommendation.
Adarsh Charanpahari | ARN 269146
Is all the pessimism already accounted for?
Can Indian IT be a good contra bet?
TCS Q1 FY27 tells an interesting story:
๐ Revenue: โน72,275 cr (+14% YoY, just 0.4% CC QoQ)
๐ฐ PAT: โน13,349 cr (+5% YoY)
๐ OPM: 24%
๐ฅ Headcount: +9,279 QoQ โ 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 theyโre hiring aggressively after cutting 23,000 in FY26.
Flat quarter? Yes.
But companies donโt 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
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. ๐
#donaldtrump#stockmarket
FMCG stocks are buzzing before Q1 FY27 results. Here's why the street is expecting a strong quarter for consumption ๐
๐ญ. ๐๐ป๐ฐ๐ผ๐บ๐ฒ ๐ง๐ฎ๐ ๐๐๐ ๐๐ถ๐ฐ๐ธ๐ถ๐ป๐ด ๐๐ป
Zero income tax up to โน12 lakh โ announced in the FY26 budget โ 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.
๐ฎ. ๐ฅ๐๐ฟ๐ฎ๐น ๐๐ฒ๐บ๐ฎ๐ป๐ฑ ๐ฅ๐ฒ๐ฐ๐ผ๐๐ฒ๐ฟ๐
Favourable monsoons, higher real wages, increased KCC limits (โน3L โ โน5L), and higher MGNREGA allocation โ 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.
๐ฏ. ๐ฆ๐ฒ๐๐ฒ๐ฟ๐ฒ ๐๐ฒ๐ฎ๐๐๐ฎ๐๐ฒ = ๐ฆ๐ฒ๐ฎ๐๐ผ๐ป๐ฎ๐น ๐ง๐ฎ๐ถ๐น๐๐ถ๐ป๐ฑ
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 โ extreme heat = more impulse consumption.
๐ฐ. ๐ฃ๐ฟ๐ฒ๐บ๐ถ๐๐บ๐ถ๐๐ฎ๐๐ถ๐ผ๐ป + ๐ฃ๐ฟ๐ถ๐ฐ๐ถ๐ป๐ด ๐ฃ๐ผ๐๐ฒ๐ฟ
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.
๐ฑ. ๐๐ฟ๐๐ฑ๐ฒ ๐ข๐ถ๐น ๐๐ฎ๐ฐ๐ธ ๐จ๐ป๐ฑ๐ฒ๐ฟ ๐๐ผ๐ป๐๐ฟ๐ผ๐น
Crude spiked above $115/bbl during the Iran war. Today? Brent is ~$72, WTI ~$69 โ essentially pre-war levels. With the US-Iran peace deal progressing and OPEC+ increasing production quotas, supply is normalizing. For India โ which imports ~85% of its crude โ 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.
๐ฒ. ๐ฅ๐๐'๐ ๐๐ถ๐พ๐๐ถ๐ฑ๐ถ๐๐ ๐ฃ๐๐๐ต
The RBI has been on one of its most aggressive easing cycles in recent history:
โ 125 bps repo rate cuts in 2025 alone (now at 5.25%, lowest since April 2020)
โ CRR slashed by 100 bps, releasing ~โน2.5 lakh crore into the banking system
โ Record OMO purchases of โน3.66 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 โ more disposable income AND cheaper credit โ 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 โ 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
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