Ruju Bhatia

Co-Head Advisory - Business Partner Group at Mirae Asset Sharekhan

[Ruju Bhatia @rujubhatia]

@IFBIND @IFBindia poor service. Waiting since last week for a small service issue.

[Ruju Bhatia @rujubhatia]

Are DIIs the new stabilizers of the market, or does their buying sometimes create inefficiencies?

In cases like HDFC Bank, does the FII reduction signal caution worth noting, or an opportunity for patient domestic capital?

#HDFCBank #FIIvsDII #IndianMarkets #MutualFunds

[Ruju Bhatia @rujubhatia]

HDFC Bank Shareholding Shift: FII Profit-Booking or Tactical Exit vs. Rising DII Conviction?

FII/FPI stake declined sharply from 47.67% to 44.05%, with the number of FII investors also dropping from ~4,006 to 3,822.

Domestic Mutual Funds increased their holdings from 26.66% to

[Ruju Bhatia @rujubhatia]

This shift coincides with the March 2026 Nifty 50 semi-annual rebalancing, where HDFC Bank’s weight was reduced — potentially triggering additional passive outflows.

[Ruju Bhatia @rujubhatia]

29.54%, absorbing a significant portion of the selling.

Retail investors grew to 41.1 lakh (up ~5.7 lakh), now holding approximately 9.87%.

[Ruju Bhatia @rujubhatia]

@kothariabhishek @HDFC_Bank 31000 crore selling in BFSI in March26 this explains, 3.4 approx was here in HDFCBANK

[Crypto Rover @cryptorover]

💥BREAKING: More vessels are moving through the Strait of Hormuz today.

This is good for the global economy.

[Ruju Bhatia @rujubhatia]

@sumitkbehal It’s coz they have spent too much on tele marketing

[Bhavin @Bhavin1888]

Nifty
(CMP 22222)

🚀Nifty is extremely oversold with Relative Strength index near 20.
(Last seen in Covid - March 2020)

🚀Calls for a strong pullback rally.

🚀Time cycle reversal approaching which will add fuel.

🚀Expecting 23000-23500 zones.

@hemangjani9
@chandak_anup

[CNBC-AWAAZ @CNBC_Awaaz]

#ComingUp | #RBIMonetaryPolicy |

#RBICreditpolicy | आज सुबह 10 बजे होगा मॉनेटरी पॉलिसी का एलान, क्या करेगा RBI ? |

9:45 AM से @CNBC_Awaaz पर देखिए मॉनेटरी पॉलिसी की सबसे बड़ी कवरेज |

@_anujsinghal #RBICreditpolicy @ICRALimited @hemangjani9 @KotakMF @anti_fragilist @EconomistDK @SundaramMF @AshishChatur @HDFCLIFE @ashwini_tewari #RBIPolicy

[Zee Business @ZeeBusiness]

आज SBI Securities के सुदीप शाह और मार्केट एक्सपर्ट हेमांग जानी देगें शॉर्ट,पोजीशनल और लॉन्ग टर्म के लिए अपने बेहतरीन #MidcapStocks 10:00 AM पर          

#StocksToBuy #Midcap #SPLMidcapStocks   @Sudeep_Shah @hemangjani9

[Anisha Jain @_anishaj]

Watch for SRF and Navin Fluorine

Event: Sharp Surge in Ref Gas prices globally?

A leading U.S. distributor of refrigerant gases with significant quotas has raised alarms over R32 and R125, citing global supply constraints that are creating challenges for the HVAC (Heating, Ventilation, and Air Conditioning) industry.

Implication:
SRF has a capacity of 29,000 to 30,000 tons of R32 while NFIL has ~4,500 tons of R32 and expects to add another ~4,500 tons by Feb’25. SRF also has a ~7,000 tons capacity of R125.

According to our calculations, every US$ 1/kg change in R32 realization could increase SRF's EBITDA by Rs 2.6bn, while a similar change in R125 realization could contribute Rs 600mn to EBITDA. For NFIL, starting from February 2025, every US$ 1/kg change in R32 prices could result in an incremental EBITDA of Rs 770mn.

Source : Equirus

[Ruju Bhatia @rujubhatia]

RT @CNBC_Awaaz: #RBICreditPolicy
#RBI #MonetaryPolicy की सबसे बड़ी कवरेज | क्रेडिट पॉलिसी पर बाजार, बैंक और इंडस्ट्री के दिग्गज

क्रेडिट…

[Ruju Bhatia @rujubhatia]

@dhruvrahtee Democracy isn’t about winning every seat, it’s about respecting the people's choice. Maybe next time, try trusting the voters instead of blaming 'manipulation'

[Ruju Bhatia @rujubhatia]

@Joydas it seems like the only thing difficult for some is accepting a decisive win

[Ruju Bhatia @rujubhatia]

@MahuaMoitra Funny how some people forget that Modi and his 'Gujju cronies' turned India into a global economic powerhouse. Guess that's what happens when you actually deliver results instead of just talking!

[ET NOW @ETNOWlive]

#MarketAlert | Does Honasa Consumer stock deserve to fall by 20%?

Hemang Jani, independent market expert, highlights 'credibility issue' for the company; Karan Taurani of Elara Capital details the challenges for @honasa_india; WATCH

@nikunjdalmia @AyeshaFaridi1 @hemangjani9 @karantaurani @avannedubash

[Zee Business @ZeeBusiness]

आज मार्केट एक्सपर्ट हेमांग जानी और मार्केट एक्सपर्ट मेहुल कोठारी देंगे शॉर्ट, पोजीशनल और लॉन्ग टर्म के लिए बेहतरीन Midcap Stocks @ 10:00 AM

#SPLMidcapStocks #StockMarket #StocksToBuy @AnilSinghvi_ @hemangjani9 @MehulKothari3

[CNBC-AWAAZ @CNBC_Awaaz]

#ComingUp | #RBIMonetaryPolicy की सबसे बड़ी कवरेज |

क्रेडिट पॉलिसी पर बाजार, बैंक और इंडस्ट्री के दिग्गज

सुबह 9:45 बजे से लगातार

@_anujsinghal @AEHarshada @ICRALimited @hemangjani9 @anurag_mit @EconomistDK @anti_fragilist @tapariachandan @rblbank

[Zee Business @ZeeBusiness]

शॉर्ट टर्म, पोजीशनल और लॉन्ग टर्म के लिए मार्केट एक्सपर्ट हेमांग जानी के 3 बेहतरीन मिडकैप Picks

Short Term- Indigo Paints

Positional Term- Piramal Pharma

Long Term- Jio Financial

#SPLMidcapStocks #MidcapStocks @AnilSinghvi_
@hemangjani9