Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Valuation Crossroads

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Rupee Watch | Small-Cap Research Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Valuation Crossroads The RBI is reportedly weighing a ₹50 lakh sub-limit on some overseas remittances, paired with tax relief to attract inflows. SEPC trades at ₹4.95 against a ₹9.87 valuation report, with a Jharkhand stay, ₹154 crore freed and a 44% dilution from the Avenir share swap in play. India's markets are asking two very different questions. The first is macro: is pressure on the rupee pushing the RBI toward tighter limits on overseas remittances? The second is company-specific: can SEPC Ltd (₹4.95), trading at half the ₹9.87 in its July valuation report, close that gap? One concerns national economic policy. The other concerns corporate execution and shareholder value. Both deserve examination on their own merits, and both demand the same discipline: separate a proposal f...
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-:Performance Chart of the last 2 months:-
  • SAIL from Rs.37 to Rs.51 plus.
  • Wockhardt Ltd from Rs.237 to Rs. 286 plus. 
  • 63 Moons Technologies from Rs.101 to Rs.125
    Photo: Emptrack
    plus. 
  • National Fertilisers Ltd from Rs.27.10 to Rs.32.40.
  • Central Bank from Rs.17.50 to Rs. 26 plus. 
  • Future Consumers Ltd from Rs.21/22 to Rs.26 plus. 
  • United Bank of India from Rs.8.80 to Rs. 9.80.
  • Texmaco Rail and Engineering Ltd from Rs.29.50/34 to Rs. 42 plus.
  • Graphite India Ltd from Rs.112 to Rs.124 plus  and so on...
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