Sandeep Vig

Investor | 30+ years following the markets | Studying businesses, industries and the stories behind the numbers

[Sandeep Vig @MarketsWithVig]

@vikassethi_SF Vikas Ji , Wishing you and your family a very Happy Janmashtami!

On this auspicious day, may Lord Krishna bless everyone with wisdom, peace, good health and prosperity.

#Janmashtami2026 #Janmashtami #Krishna #ShriKrishna #KrishnaBlessings

[Sandeep Vig @MarketsWithVig]

@VijayKedia1 , Wishing you and your family a very Happy Janmashtami!

Lord Krishna taught us something that applies beautifully to investing too:

Focus on your actions, not just the outcome.

- Do your research.
- Stay disciplined.
- Have patience.
- Don’t let fear or greed control your decisions.

In investing, as in life, we cannot control every outcome. But we can control our preparation, our decisions and our patience.

On this auspicious day, may Lord Krishna bless everyone with wisdom, peace, good health and prosperity.

May your journey ahead be filled with learning, patience and prosperity.

#Janmashtami2026 #Janmashtami #Krishna #ShriKrishna #KrishnaBlessings

[Sandeep Vig @MarketsWithVig]

Indian markets could see a positive start today.

A few things to watch:

US Wall Street rallied as Fed’s Christopher Waller struck a more dovish tone.

Asian markets are also trading higher.

Rupee strengthened sharply to 94.48 after strong capital inflows.

Nifty closed at 23,873 with 24,000 to 24,200 still an important resistance zone.

Global cues are supportive but Nifty needs to reclaim the 24,000 zone for stronger confirmation.

Watching the opening closely.

[Sandeep Vig @MarketsWithVig]

Wishing you and your family a very Happy Janmashtami!

On this auspicious day, may Lord Krishna bless everyone with wisdom, peace, good health and prosperity. May your journey ahead be filled with learning, patience and prosperity.

#Janmashtami2026 #Janmashtami #Krishna #ShriKrishna #KrishnaBlessings

[Sandeep Vig @MarketsWithVig]

Wishing you and your family a very Happy Janmashtami!

Lord Krishna taught us something that applies beautifully to investing too:

Focus on your actions, not just the outcome.

- Do your research.
- Stay disciplined.
- Have patience.
- Don’t let fear or greed control your decisions.

In investing, as in life, we cannot control every outcome. But we can control our preparation, our decisions and our patience.

On this auspicious day, may Lord Krishna bless everyone with wisdom, peace, good health and prosperity.

May your journey ahead be filled with learning, patience and prosperity.

#Janmashtami2026 #Janmashtami #Krishna #ShriKrishna #KrishnaBlessings

[Sandeep Vig @MarketsWithVig]

Thank you Anil Ji for sharing. This is a welcome move by SEBI. The first month of CAS has clearly provided valuable feedback from different market participants.

The settlement methodology for expiry is an important issue, so it’s good to see SEBI reviewing it and consulting the industry before making any changes.

Will be interesting to see the consultation paper.

[Sandeep Vig @MarketsWithVig]

@_prashantnair Thanks Prashant for sharing. This is a welcome move by SEBI.

The settlement methodology for expiry is an important issue, so it’s good to see SEBI reviewing it and consulting the industry before making any changes.

[Sandeep Vig @MarketsWithVig]

Welspun Corp: +229% so far this year

The stock has delivered a remarkable run and now Jefferies has initiated coverage with a BUY rating and a ₹3,250 target.

What’s behind the story?

🔹 Rs 42,100 crore global order book
🔹 Rs 17,200 crore US order recently awarded, its largest single contract
🔹 Capacity expansion in the US and Saudi Arabia
🔹 Strong demand outlook across oil, gas and water infrastructure
🔹 A strong track record of execution and a great leadership team

After a 229% rally, many may feel the story has already played out.

But with this order visibility, capacity expansion and management execution, I don’t think the story ends here.

The next chapter will be about converting this opportunity into sustained growth and shareholder value.

#WelspunCorp #IndianStocks

[Sandeep Vig @MarketsWithVig]

Wishing you and your family a very Happy Janmashtami!

Lord Krishna taught us something that applies beautifully to investing too:

Focus on your actions not just the outcome.

- Do your research.
- Stay disciplined.
- Have patience.
- Don’t let fear or greed control your decisions.

In investing, as in life, we cannot control every outcome. But we can control our preparation, our decisions and our patience.

On this auspicious day, may Lord Krishna bless everyone with wisdom, peace, good health and prosperity.

May your journey ahead be filled with learning, patience and prosperity.

[Sandeep Vig @MarketsWithVig]

For those starting to look beyond India and into the US markets, here’s one stock I’ve been researching closely:

Nebius $NBIS

If NVIDIA is selling the picks and shovels of the AI revolution, companies like Nebius are building the factories where those chips actually work.

And the growth is staggering.

Q2 revenue: $582M, +454% YoY
AI Cloud revenue: +514% YoY
ARR: $3B, up from $1.9B just one quarter earlier
YE26 ARR guidance: $7B–$9B

But revenue growth isn't actually the part I find most interesting.

The economics of selling AI compute are getting better, not worse.

[Sandeep Vig @MarketsWithVig]

Congratulations, Dr. Bansal Ji! 😊 Wishing you great success in your new journey at CNBC Awaaz. 🙏

I was shocked by this news. I’ll definitely miss your wonderful Jodi with Kunal Ji and your fun moments and jokes with Anil Ji.

God bless you and wishing you all the very best for this new chapter! 🙏❤️

[Sandeep Vig @MarketsWithVig]

One investing experience I wanted to share.

I had been studying Solar Industries India Ltd for some time and eventually invested after building my own thesis around the business.

Since then, the stock has delivered a good return. But the bigger takeaway for me has been the importance of patience and conviction.

A special thank you to @connectgurmeet (Gurmeet Chadha). I had heard him speak about Solar Industries many times over the years across podcasts and business channels particularly about staying invested through different business cycles.

That stayed with me.

My own research led me to the stock but his insights reinforced an important investing lesson: when you understand a good business and the original thesis remains intact, patience can be more valuable than constantly reacting to the market.

Sometimes the most valuable advice isn't when to buy.

It's knowing when not to sell.

Grateful for the learning and the experience so far.

Not a recommendation. Please do your own research.

[Sandeep Vig @MarketsWithVig]

A very relevant point.

India has no shortage of talent, capital or entrepreneurial ambition. The bigger question is where that capital and ambition are being directed.

We need more businesses willing to think beyond the next quarter and invest in R&D, manufacturing, technology and capabilities that can create global leaders.

The next phase of India’s growth will need not just more entrepreneurs but more builders with the patience to build for the next 10 to 20 years.

[Sandeep Vig @MarketsWithVig]

Stocks showing strong momentum today

A broad set of mid and small caps are seeing meaningful moves with several names up 5%+.

Shivalik Bimetal +10.0%
Deep Industries +7.8%
Knowledge Marine +7.4%
Man Industries +6.4%
Raghav Productivity +6.1%
Lalithaa Jewellery +6.1%
PTC Industries +5.1%
Menon Bearings +5.0%
JOJO +5.0%
Welspun Corp +4.9%
Caplin Point Labs +4.7%
Solar Industries +4.2%
Morepen Labs +4.0%
Sudeep Pharma +3.9%

The interesting part is the breadth across industrials, pharma, manufacturing and other sectors.

Momentum is not limited to just one theme. Worth watching whether this strength sustains.

#IndianStocks #StockMarket

[Sandeep Vig @MarketsWithVig]

IPO unlocks to watch in September

Around ₹5,742 crore of anchor investments could become eligible for sale this month as lock-ins expire across 21 IPOs.

Names include:

• Manipal Health
• Leap India
• Milky Mist
• Shiprocket
• Lalitha Jewellery
• Gaja AMC

Total anchor investment: ~₹11,485 crore.

This does NOT mean ₹5,742 crore will necessarily be sold. But it is a supply factor worth tracking, especially after August saw 21 mainboard IPOs raise a record ₹21,000 crore for the year.

SEBI’s staggered 30/90/180-day lock-ins are designed to prevent a sudden flood of shares.

September could be an important month for IPO supply.

[Sandeep Vig @MarketsWithVig]

A simple but important point about India’s FCNR reserves.

An FCNR redemption reserve would not change India’s actual FX reserves. It would simply set aside money in advance for FCNR deposits that will mature later.

This makes the future outflow more predictable and reduces concerns about a sudden drop in reserves when these deposits are repaid.

The money remains with RBI/GOI and continues to earn returns. The main difference is greater clarity and confidence for the market.

[Sandeep Vig @MarketsWithVig]

A positive catalyst for Praveg.

5 exclusive Bengaluru–Agatti charter departures from Dec 2026 could improve Lakshadweep accessibility and support Praveg Atoll’s visibility and occupancy.

The key will be whether stronger connectivity translates into higher occupancy, room rates and sustainable revenue growth.

[Sandeep Vig @MarketsWithVig]

A significant step for Afcom Holdings.

An LOI with Boeing for up to 4 Boeing 777-8F freighters could materially strengthen its long-term cargo fleet and capacity.

The key now is execution, financing, delivery timelines and how effectively the additional capacity translates into revenue and profitability. ✈️📈

[Sandeep Vig @MarketsWithVig]

Interesting move with the stock up around 9% today.

The capacity expansion from 1 lakh to 2.5 lakh pairs/month, with a roadmap to 5 lakh, makes the scale-up worth watching.

Now the key is execution: utilisation, OEM wins, margins and whether this translates into sustained revenue and earnings growth. 📈

[Sandeep Vig @MarketsWithVig]

Interesting 1-month momentum across Indian mid & small caps.

Around +139% PVP Ventures
+103% Morepen Labs
+83% Modison
+67% Birla Cable
+63% Valiant Labs
+52% Shilpa Medicare
+52% Marine Electricals
+51% Welspun Corp
+46% Entero Healthcare
+44% Sudeep Pharma

The breadth is interesting. Capital is clearly finding opportunities beyond the usual large-cap names.

Worth watching if this momentum broadens further. 🇮🇳📈