SUMANSPEAKS June 23, 2026 SumanSpeaks Independent Capital Markets Intelligence · Estd 2006 Legal Intelligence · EPC Sector The Court That Keeps Giving SEPC Ltd (₹6.82) Another Chance to Breathe From a ₹195 crore Singapore arbitration decree to a ₹2 crore salary lifeline — how the Madras High Court became the most interesting character in SEPC's ongoing legal saga, and why the retail investor is watching the wrong plot entirely Indian markets love to price fear. And when a company simultaneously carries a Singapore arbitration award, a CRISIL D rating, and a Madras High Court order on its file, the average retail investor does not pause to read the fine print. He sells first, panic-tweets second, and asks questions never. SEPC Limited (BSE: 513446) has been living in this particular purgatory for over three years — down on bad days, overlooked on good ones, and relent...
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By
Sumon Mukhopadhyay
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Winning Strokes: Think Different
Stocks drifted lower in volatile trade after the Reserve Bank of India's monetary policy committee raised repo rate by 25 basis points. The barometer index, the S&P BSE Sensex, fell 84.96 points or 0.23% to settle at 37,521.62. The Nifty 50 index fell 10.30 points or 0.09% to settle at 11,346.20.
Broader market bucked negative market trend. Among secondary barometers, the BSE Mid-Cap index rose 0.19%. The BSE Small-Cap index rose 0.26%. Both these indices outperformed the Sensex. The market breadth, indicating the overall health of the market, was positive. On BSE, 1401 shares rose and 1295 shares fell. A total of 144 shares were unchanged.
Among the sectoral indices on BSE, the S&P BSE Healthcare index (up 1.11%), the S&P BSE Oil & Gas index (up 0.99%), and the S&P BSE FMCG index (up 0.77%) outperformed the Sensex. The S&P BSE Auto index (down 0.77%), the S&P BSE Metal index (down 0.62%), the S&P BSE Bankex (down 0.55%) underperformed the Sensex.
The Reserve Bank of India (RBI) concluded its two-day monetary policy meeting today, 1 August 2018. The resolution of the Monetary Policy Committee (MPC) was unveiled at 14:30 IST. On the basis of an assessment of the current and evolving macroeconomic situation at its meeting today, the MPC decided to increase the policy repo rate under the liquidity adjustment facility (LAF) by 25 basis points to 6.5%. Consequently, the reverse repo rate under the LAF stands adjusted to 6.25%, and the marginal standing facility (MSF) rate and the Bank Rate to 6.75%. The decision of the MPC is consistent with the neutral stance of monetary policy in consonance with the objective of achieving the medium-term target for consumer price index (CPI) inflation of 4% within a band of +/- 2%, while supporting growth.
Manufacturing conditions across India improved at a modest and slower pace at the start of the quarter, reflecting softer rises in output, new orders and employment. The Nikkei India Manufacturing Purchasing Managers' Index (PMI) posted 52.3 in July, down from 53.1 in June. Although modest, the latest improvement in the health of the manufacturing sector was the second-strongest (behind June) since January. The data was released during trading hours today, 1 August 2018.
The stock of Unitech Ltd (Rs.4.20) was recommended today in this blog at around Rs.4.25, for short term targets of Rs.5.5-7, as the company is slowly becoming debt light. The company will soon sell off 600 acres of land. Stay invested, it is expected to give a strong move soon.
The scrip of Kwality Ltd today hit another buyer freeze at Rs.13.75. To know the approximate target prices, you need to join the Premium Information Service. Now there is cheap Life Time Offer going on....so avail of the same, before the price shoots up.
3i Infotech Ltd will be one of the biggest beneficiaries of the devaluation of the INR Vs USD, as the company has office in more than 50 countries. The stock closed flat at Rs.3.55 before touching Rs.3.65 intraday.
The stock of Monnet Ispat & Energy Ltd recommded in this blog at around Rs.11 last month hit another buyer freeze today at Rs.15.80. It closed above a major resistance today in the NSE. The next targets for the scrip are Rs.19-21.
~~ with inputs from Capital Market Live News..
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