CA | Long term equity investor | Simplifying Stocks, ETFs & Mutual Funds for educational purposes Views are personal | Not SEBI Registered
New Delhi, Delhi
Joined September 2012
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My Affiliation: Principal Officer at Investrright Capital Private Limited
SEBI Registration: Category III AIF Reg No: IN/AIF3/26-27/2259
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All posts, charts, and market commentary from this handle are strictly for educational and discussion purposes based on publicly available data. Nothing posted here constitutes investment advice, stock recommendations or research reports.
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It’s 2026 and people are still spitting on the roads and throwing wrappers on roads from their cars in Delhi NCR
Why hasn't the stock market crashed yet?
Because mutual funds are using regular retail SIP money to buy every single rupee FIIs sell
Rs 4000000000000
That is Rs 4 lakh crore
That is the insane amount of stock company founders and big Private Equity players are dumping into the Indian market this year through private block deals.
Dump is larger than the entire yearly infrastructure budget of multiple Indian ministries.
In August alone, they dumped nearly Rs 1 lakh crore in a desperate rush to cash out before their fund deadlines hit.
The so called smart money is quietly walking away with cash in hand, leaving everyday Indian investors holding all the risk.
Jio Platforms’ Rs 8110 crore anchor book was oversubscribed 30 times attracting massive demand from global and Indian institutional investors. Saara retail ka paisa hai
But Tai said we have excess liquidity that's why markets are falling
In actual we don't have excess liquidity but we are the exit liquidity.
The level of confidence and use of brain are contradictory here
Excess liquidity in India’s equity market has contributed to underperformance and may continue to do so, according to Finance Minister Nirmala Sitharaman.
“Because of the ease of liquidity, ease of availability, people are even exiting easily” from equities, Sitharaman told CNBC in an exclusive interview on the sidelines of the IMF-World Bank meetings in Bangkok on Friday.
However, the fundamentals of the Indian economy are “fine,” she said.
Rs 4000000000000
That is Rs 4 lakh crore
That is the insane amount of stock company founders and big Private Equity players are dumping into the Indian market this year through private block deals.
Dump is larger than the entire yearly infrastructure budget of multiple Indian ministries.
In August alone, they dumped nearly Rs 1 lakh crore in a desperate rush to cash out before their fund deadlines hit.
The so called smart money is quietly walking away with cash in hand, leaving everyday Indian investors holding all the risk.
6 stocks with company news out ahead of market open, here's what was announced.
Full breakdown in the thread below 🧵⬇️
Disc: Not financial advice. For educational purposes only
ICICI Bank Results related to Q2 FY 27-
Net Profit: Surged 20.1% YoY to Rs 14843 crore vs. Rs 12358.9 crore
Net Interest Income (NII): Expanded 17.7% YoY to Rs 25338.7 crore vs Rs 21529.5 crore
Provisions & Contingencies: Declined 6.9% YoY to Rs 850.7 crore vs Rs 914.1 crore
Asset Quality (QoQ):
Gross NPA: Improved 18 bps to 1.20% vs 1.38%
Net NPA: Improved 5 bps to 0.30% vs 0.35%
#icicibak
Private bank Q2 results just dropped and the contrast is impossible to ignore:
1. Axis Bank: Profit jumped 37.6% to Rs 7003 Cr while bad loan provisions dropped 52.2%
2. ICICI Bank: Profit jumped 20% to Rs 14843 Cr with a massive 30% loan growth
3. HDFC Bank: Profit grew only 4.7% to Rs 19510 Cr while margins shrank to 3.16%
Big size does not always mean big speed.
Are you holding any of them?
