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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Fed, FPIs & Budget Watch | Indian Equities The Fed Held, the Foreign Funds Flinched, and Delhi Is Listening: Where Indian Equities Go From Here The Fed held at 3.75%–4.00% on a 10–2 vote. FPIs have sold a record ₹3.07 lakh crore through 23 October. Delhi is reportedly weighing an LTCG cut. And on 27 October, the Nifty Smallcap 100 jumped 2.70% in a single session. Wednesday, 28 October 2026, gave Indian markets a rare thing: a day without a nasty surprise from Washington. The Federal Reserve kept its policy rate unchanged at 3.75%–4.00%. Nifty closed at 22,698.85, down just 0.22%, after Sensex had been down nearly 1,000 points at the intraday low. Then came the numbers that matter more. According to provisional NSE data, FII/FPIs were net buyers on the day. Across NSE, BSE and MSEI combined, they bought a net ₹871.83 crore, against DII net buying of ₹643.35 crore. It is one session, and it f...
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IRB Infrastructure Ltd: Buy
CMP: Rs.113.05

IRB Infrastructure Ltd is basically a BOT player and hence has high margin business.

Moreover, IRB's (blended) margins now stands at 52% according to some media reports. For IRB, the margins in the construction business are 35 per cent; BOT business earns over 80 per cent margins.

It has an order book of Rs.10,600 crore. IRB's current revenue visibility is for the next two to three years.

However, the Foreign brokerage Citi says that any fall in toll revenue growth will add to concerns on IRB's debt. Its debt-equity ratio now stands at 2.71 in FY16 as against 2.52 in FY15.

You can buy the scrip at Rs.213.05, for targets of Rs.217-219-221-224-236. SL- Rs.207.

 Note: Today the scrip was recommended to the Paid Group members at Rs.213.05, after which it moved to Rs.215-plus; giving good Intra-day profits.

 I do not recommend 100 stocks in a day, resembling monthy grocery list, unlike many others. Join my services to stay ahead of others.

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