Rahul Dhanda

[Rahul Dhanda @dhandarahul25]

@Mimiiben1 5

[Rahul Dhanda @dhandarahul25]

@BabajiSutar3 Robin singh

[Rahul Dhanda @dhandarahul25]

@bagga_buntyy1 Lara and pollock

[Rahul Dhanda @dhandarahul25]

@navdeepdahiya55 Navdeep: you expect Gurgaon-NCR also to see good rains on 28/29? 50-60 mm hopefully

[Rahul Dhanda @dhandarahul25]

@gurjota Pardon my ignorance but can one do option buying also using pledged capital or is it only for option writing?

[Rahul Dhanda @dhandarahul25]

@AshwinBadri2 The best note ever written on reality of trading in India and what a trader has to go through especially those who leave everything else in pursuit or trading

[Rahul Dhanda @dhandarahul25]

@navdeepdahiya55 Yesterday and today, seems the 3 hour temperature updates haven’t been working for Safdarjung observatory

[Rahul Dhanda @dhandarahul25]

@navdeepdahiya55 Navdeep: Chances of again 45+ max for Delhi observatories?

[Rahul Dhanda @dhandarahul25]

@SagarH62 Bruce Reid

[Rahul Dhanda @dhandarahul25]

@SagarH62 Barry Richards from south Africa

[Rahul Dhanda @dhandarahul25]

@navdeepdahiya55 Can’t see Delhi safdarjung temp at 2:30 pm on IMd website

[The Indian Investors @TheIndInvestors]

Indian IT’s Real Problem This Quarter Is Not Earnings. its the lack of conviction.

Infosys, TCS, and HCLTech delivered respectable Q4 numbers, but the market response made one point clear: investors wanted conviction, not just compliance. Infosys reported Q4 FY26 profit of ₹8,501 crore on revenue of ₹46,402 crore, TCS posted profit of ₹13,718 crore on revenue of ₹70,698 crore, and HCLTech reported profit of ₹4,488 crore on revenue of ₹33,981 crore. Yet stocks stayed under pressure because guidance and commentary did not fully answer the bigger fear — whether legacy IT skills and delivery models can defend margins and growth as enterprises adopt AI-led automation across application support, infrastructure operations, and cybersecurity workflows.

The market is beginning to assume that many services once considered sticky may become easier, faster, and cheaper with AI-native tools. Investors are therefore rewarding visibility into reinvention, not merely quarterly stability. So when guidance is muted and management commentary does not fully explain how AI becomes a revenue opportunity rather than a margin threat, the market cuts valuations first and asks questions later.

This is why the selloff feels harsher than the earnings suggest. It is not just about one quarter’s miss or beat; it is about whether large incumbents can move fast enough before parts of their traditional value pool are repriced. In that context, this still does not look like the moment for aggressive accumulation. A more disciplined stance is to wait for clearer evidence of management teams offering more concrete answers on how AI will become a growth driver rather than a margin threat.

[Rahul Dhanda @dhandarahul25]

@Sachan8574 If one starts with 1-2 lacs then what’s realistic timeline to get to 1-2 crores?

[Rahul Dhanda @dhandarahul25]

@Gannhidden You are simply great sir 🙏👍

[Rahul Dhanda @dhandarahul25]

@AshishB60558222 Number 6 is biggest but not in all trades but whenever it’s large I take large hits and haven’t changed this bad habit even after years of losses
Number 5: Large losses and small gains with no SL ever done inspite of losses
Number 1: too much of over trading through the day

[The Indian Investors @TheIndInvestors]

Indian Markets Stayed Afloat Despite Iran War Jitters - Key Events To Track

Indian markets paused on series of falls on Tuesday after an early selloff driven by US‑Iran tensions and a looming Trump deadline on the Strait of Hormuz. The Sensex fell nearly 800 points to 73,282 before reclaiming 74,200, while the Nifty climbed back above 23,000.

Heavy Foreign Outflows in April
FIIs have pulled out about ₹35,100 crore from Indian equities in the cash segment so far from the first four sessions in April, making every trading day in the month a net‑outflow session. A total exodus of roughly $16 billion (around ₹1.35 lakh crore) since the Iran war began in February.

IT Stocks Anchor the Recovery
Infosys, TCS, and HCL Technologies each gained 2–3 percent intraday, helping the broader market recover. Their global revenue exposure is acting as a relative haven compared with oil‑sensitive and domestic‑cyclical names.

Key Events to track

The US‑Iran deadline tonight (8:00 pm EST / 5:30 am IST Wednesday) on the Strait of Hormuz

Markets broadly expect the RBI to hold the repo rate at 5.25% on Wednesday, with the decision to be announced at 10:00 AM IST.

[The Indian Investors @TheIndInvestors]

How the new STT hike raises your F&O cost on a simple Nifty example

From April 1, the Securities Transaction Tax (STT) on options premium rises from 0.10% to 0.15% on the seller side. Here is how you can understand and assess the impact.

When you buy index options, the buyer does not pay STT at the time of purchase; it is actually charged only on the seller of the premium. That means, from a “buy → sell” perspective, the extra cost hits you only when you sell the option.

Assume you buy 5 lots of Nifty 22400 CE/PE at ₹850.
Nifty lot size = 65 units → total quantity = 5 × 65 = 325 units.

Total premium value = 325 × ₹850 = ₹2,76,250.

This ₹2,76,250 is the anchor number you can use to verify the impact with a basic calculator.

Old STT on the sell side (till 31 March 2026)

0.10% of ₹2,76,250 =
2,76,250×0.001=₹276.252,76,250×0.001=₹276.25
OLD TAX = ₹276.25

New STT on the sell side (from 1 April 2026)
From April 1, the rate on the premium side jumps to 0.15% i.e. 0.15% of ₹2,76,250
2,76,250×0.0015=₹414.375≈₹414.38
NEW TAX = ₹414.38

Additional burden from 01st April = ₹138.13

This extra ₹138.13 is pure additional tax due to the
hike, even if everything else (price, lot size, expiry) stays the same.

This looks a small change but the challenge is when you do five such trades in a day i.e. an increased burden of ~₹700 in one day.

Frequent traders will feel the STT hike most acutely because they pay the extra 0.05% on every sell‑to‑close leg, turning small tax changes into a meaningful daily cost. Long‑term investors and hedgers trade less often, but they should still understand that higher STT on the seller side can nudge up premiums, spreads, and the final tax burden if options are exercised.

[The Indian Investors @TheIndInvestors]

https://t.co/b3XEXFaCJo

[Rahul Dhanda @dhandarahul25]

@DeepakSweeGlu Loss of 7.26 lacs to other side traders assuming same number of trades and brokerage. Because their gross loss would be same as ur gross profit but they also have to pay charges/ brokerage on top of their gross losses

[Rahul Dhanda @dhandarahul25]

@AnshulGains Anshul: does remaining fat/ looseness of mid riff and lower back go away if one keeps doing weight training and calorie deficit. Am asking as someone who has lot around 27 kgs in 1 year and doing weights now but lower stomach and lower back fat still there