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SumanSpeaks JUNE 13, 2026 SumanSpeaks Independent Capital Markets & Geopolitical Intelligence — Estd. 2006 Regulatory Forensics SEBI Says ₹15 Lakh Crore Vanished. Its Own Page 17 Says It Didn't. ₹15,15,385 crore alleged. Over ₹10 lakh crore reconciled — using SEBI's own table. And a Supreme Court ruling on what "fraud" actually requires, delivered five days before the order was signed . Forensic audit ordered. ₹15.15 lakh crore — roughly $158 billion — flagged as unverifiable. The promoter barred from trading in his own company's stock. On June 3, 2026, SEBI handed business television its biggest number of the year, and the anchors did not waste a second of it. We covered this order ourselves last week — Exhibit #4 in our own Rogues' Gallery of balance-sheet horror stories. Fair's fair, though. An interim, ex-parte order is, by definition, one side of the story argued very loudly with nobody in the room to object. So we d...
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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence — Estd. 2006 Market Forensics The P&L Tells the Story. The Balance Sheet Is the Crime Scene. ₹5,040 crore. ₹31,000 crore. ₹977 crore. ₹15.15 lakh crore. The decimal points keep moving. The autopsy report never does. "Revenue is an opinion. Cash is a fact." Every old hand on Dalal Street has heard this line — and almost everyone remembers it only after the wreckage is already running on a loop on the business channels. Before the wreckage, the script is always identical. Quarterly revenue jumps and the anchors call it a "record-breaking quarter." Brokerages compete to slap the highest target price on the stock, as if it's a game of one-upmanship. Reels promise "India's next 100x multibagger." And retail money rushes in with the eagerness of a crowd that's just heard a new shrine is granting instant wishes. Then, on some perfectly ordinary...
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◆   Macro Policy  ·  Inflation Analytics  ·  Equity Valuation  ·  D-Street Impact   ◆ Goodbye WPI, Hello PPI: How India's New Inflation Index Changes Your Stock Valuation Models On June 15, 2026, India retires a 15-year-old measuring tape and picks up a laser level. Your portfolio should know the difference . By Sumon Mukhopadhyay  |  Published: 12 June 2026 ◆   WPI · PPI · DPIIT · RBI Policy · Inflation · Equity Valuation · Macro The metrics we rely on to judge corporate profitability and supply-side inflation in India are about to experience their biggest structural overhaul in over a decade. For fifteen years, the machinery of Indian macroeconomic analysis has run on a 2011–12 base year WPI — an instrument conceived when India's economy looked very different, before Jio arrived, before GST transformed indirect taxati...
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