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...
Key Factors
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An interest rate hike is pushing up the USD. The Dollar ($) and the risky assets such as emerging markets are inversely proportional.
But companies like Wockhardt Ltd (Rs.257.05) which gets major export revenues stands to benefit. The Net debt-equity ratio of Wockhardt Ltd as on September 30, 2021, stood at 0.54 -- this is likely to improve further.
[Exports accounts for major portion of Wockhardt Ltd's revenue --- revenue from exports stood at Rs.2,282 crore (approximately 83% of total revenue) in FY21 compared with Rs.2,329 crore (approximately 73% of the total revenue) in FY20]. Photo: Live Mint
Unfortunately, in these kinds of pessimistic environments, no trigger generally works.
The Chief Causes of Market Fall:
🌟The rise in interst rates in US and UK to highest levels in the last one decade.
🌟The Bank of England giving a future inflation projection of 10%.
🌟The rise in Repo rate and the CRR in India.
🌟High crude price is pushing up manufacturing Cost.
🌟 Uncertainties surrounding Russian Oil and Gas.
🌟The impending threats of a nuclear war as EU prepares fresh sanctions against Russia.
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There is an old adage:
Sell in May and Go Away.
The month of May is generally challenging for the Bulls. But at the end of the day, markets generally follow fundamental.
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However, these are just temporary issues and is expected to wither out slowly, by next month.
The markets at the moment across the world is reacting to the sovereign governments' inflation tackling measures.
The prudent investors can use SIP, to make their portfolios more attractive.
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