Hariprasad K SEBI RA INH200009351 |
Cochin, India
Joined March 2019
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FIIs recorded their biggest single-day net equity buying of 2026 on November 4, with a net purchase of ₹7,284.03 crore!!!🚀
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Reliance shares record biggest single-day jump since April 2020
11.60% rally added Rs 2 lakh crore 🚀
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FIIs turned net buyers in Indian equities during the final week of October, infusing approximately ₹6,300 crore into the market.
This strategic inflow from October 26 to October 30 successfully broke a 10-week consecutive selling streak by foreign institutional investors 🚀
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Repo 5.50%. First hike since Feb 2023.
Stance: calibrated tightening, 4-2.
RBI sees CPI averaging 5.8% over the next three quarters.
What a 25bps hike actually touches 👇
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Savers and bondholders.
Existing FDs keep their contracted rate to maturity. Only fresh deposits reprice, and deposits usually lag loans.
10Y G-sec 7.19% → 7.25%.
Yields up means prices down on fixed-rate paper. The longer the duration, the sharper it bites.
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Anthropic targets a $2 Trillion valuation with a $42 Billion loss.
Meanwhile…
Reliance + HDFC Bank + TCS + SBI = $518 Billion combined.
Anthropic alone ≈ 3.9× their combined value!!
The AI premium is insane.
#anthropic #ipo #valuation
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Didn't invest for the last 2 years??
Don't worry.
We're back at 2024 levels again!!
#niftycrash #buythedip
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For years people bought NSE shares in the unlisted market, waiting for the IPO.
The IPO has arrived. Priced BELOW them.
Reported band: ₹1,700-1,785
They paid: ₹2,025. Some ₹2,400.
A market where nobody can short only knows one direction. Until the bookbuild shows up.
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Fewer than 20 million Indians earn ₹2 lakh+ a month.
40 million+ use iPhones.
So maybe it’s not a wealth flex anymore.
It’s just a credit-access flex.
#iphone18
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On 19 Aug we published this chain:
crude up, import bill up, rupee down, imported inflation up, RBI stays tight.
Today:
Brent $99.30
Rupee 94.95
A whisker from $100 and from 95.
We called it a chain because that's what it is. Every link tightened at once.
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Women’s SIP investments have nearly 4X’d in 5 years.
₹1.26 lakh crore → ₹4.73 lakh crore
1 in 4 MF investors is now a woman.
Equity allocation: 49% → 64%
The wealth-creation game is changing.
#SIP #mutualfunds
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10 IPOs open on 9 September, raising around ₹6,950 crore!
Less than ₹2,500 crore will be fresh capital.
The rest?
Largely existing shareholders selling.
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₹1,800 crore. That's what it cost UltraTech to become a threat to India's cable industry.
Nuvama now sees 150-250 bps of gross margin damage to incumbents. Earlier estimate: 100-150.
If a cement company can enter your business, you don't have a moat.
You have a head start.
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Crude spiked 75% in a month.
Petrol at the pump then rose:
Pakistan +54.9%
US +44.5%
UK +19.2%
India +5%
Indians barely felt it.
Because the govt gave up ₹10/litre in excise and oil companies ate ₹26/litre on petrol.
Someone paid for your cheap fuel. Just not you.
