Jasmin Rupani

AMFI certified Mutual Fund Distributor | ARN - 103036 | 20+ years in the market | Cutting through the noise | Posts are informational, not investment advice |

[Jasmin Rupani @JasminRupani]

𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗔𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁: 𝗧𝗵𝗿𝗲𝗲 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀

[Jasmin Rupani @JasminRupani]

𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝗿 𝗣𝗶𝗰𝘁𝘂𝗿𝗲

Markets can underperform for years despite a strong economy. Equally, they can rally sharply before an earnings recovery becomes visible.

Markets have a habit of confusing investors in the short term. Their job is not to make investing comfortable, it is to test investors' patience!

[Jasmin Rupani @JasminRupani]

𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗔𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁: 𝗧𝗵𝗿𝗲𝗲 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀

Markets rarely move in straight lines, and this week offered plenty of clues about shifting global dynamics. Here are three observations that stand out.

[Jasmin Rupani @JasminRupani]

3. 𝗗𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗶𝗻𝗳𝗹𝗼𝘄𝘀 𝗿𝗲𝗺𝗮𝗶𝗻 𝗮 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹 𝗽𝗶𝗹𝗹𝗮𝗿....𝘄𝗶𝘁𝗵 𝗰����𝘃𝗲𝗮𝘁𝘀

India’s domestic investor base continues to anchor the market. A roughly 6X expansion in mutual fund AUM over the past decade and monthly SIP contributions holding steady above 32,000 crore are structural developments.

Of course, domestic money is not a magic shield against expensive valuations or weak earnings.

[Jasmin Rupani @JasminRupani]

@Iamsamirarora Impressive. Congratulations 👏

[Jasmin Rupani @JasminRupani]

@narendramodi @sampitroda दुश्मनी जम कर करो लेकिन ये गुंजाइश रहे,
जब कभी हम दोस्त हो जाएँ तो शर्मिंदा न हों ।

[Jasmin Rupani @JasminRupani]

@buildwithpb These trends do not reverse easily. Let's see. 🤞

[Jasmin Rupani @JasminRupani]

Net FII equity buying in Nov 2026 till date stands at approximately Rs. 73,000 Cr (per NSDL data).

This already surpasses the highest ever monthly FII inflow in the history of Indian markets and the month isn't even at the halfway mark. 🔥

[Jasmin Rupani @JasminRupani]

@buildwithpb I’m sorry, I didn’t quite understand what you meant.

[Jasmin Rupani @JasminRupani]

@buildwithpb Very likely. FIIs have been net buyers in every single session of November so far, backed by easing crude and global rotation into Indian largecaps. Unless we see sharp month end profit booking, this record should hold.

[Jasmin Rupani @JasminRupani]

@Patterns0001 Markets move first. The news catches up later. News usually explains yesterday's price movement.

[Jasmin Rupani @JasminRupani]

@Patterns0001 Smart promoters. They obviously know the value of their own stock.

[Jasmin Rupani @JasminRupani]

@buildwithpb Thank you.

[Jasmin Rupani @JasminRupani]

Here’s how a hypothetical, AI attack on the demat ecosystem could unfold, step by step, compared with a direct breach of the banking system.

Disclosure: This is a hypothetical threat scenario. It should not be interpreted as a definitive assessment of the security of the demat ecosystem.

[Aravind @aravind]

@simplicityin0 No, it is worse than banks. Your t-pin all doesn't matter if hacker gets into their system. Banks at least insure a certain amount.

[Jasmin Rupani @JasminRupani]

@aravind @simplicityin0 I believe liquid and debt funds offer an additional layer of safety because the mandatory settlement delay creates a built-in cooling-off period. This may make them relatively safer than keeping money in a bank account. Please consider the following hypothetical scenario.

[Jasmin Rupani @JasminRupani]

Here’s how a hypothetical, AI attack on the demat ecosystem could unfold, step by step, compared with a direct breach of the banking system.

Disclosure: This is a hypothetical threat scenario. It should not be interpreted as a definitive assessment of the security of the demat ecosystem.

[Jasmin Rupani @JasminRupani]

Direct Bank Attack :
Day T, 09:30 AM ──> Bank Breached ──> Instant UPI/IMPS Outflow ──> Money Gone Permanently
(0 minutes to intercept)

[Jasmin Rupani @JasminRupani]

The mandatory T+1/T+2 settlement window acts as a structural circuit breaker, giving regulators hours to freeze the pipeline before stolen assets can reach the banking grid.