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Showing posts from November, 2023
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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence · Estd 2006 Market Intelligence · FII Sector Flows The Money Is Back. But It Isn't Chasing The Old Trade. ₹16,621 crore of fresh FII money entered Indian equities in just the first fortnight of August 2026 — and financials, autos and consumption stocks captured almost all of it, while IT quietly staged one of its most interesting comebacks of the year. For most of 2026, Foreign Institutional Investors were simply not in the room. Between roughly March and June, FIIs pulled out close to ₹2.6 lakh crore from Indian equities. The trigger was the US-Iran conflict and the oil-price shock that followed it. Global funds simply de-risked out of emerging markets, India included. That phase is now behind us. FIIs turned net buyers in July 2026, investing...
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  Winning Strokes  The domestic bourses witnessed selling pressure yesterday, dragged down by the sectors such as Banking, Financials and IT; due to a combination of factors including mixed global market performance and Moody's downgrade of the US credit rating outlook. Despite that buying was seen in PSU Banks and Metal Shares. The BSE slipped by 325.58 points or 0.50% to end the day at 64,933.87. The Nifty 50 index lost 82 points or 0.42% to close at 19,443.55. Incidentally, it is after almost 4 - months that I've decided to put some inputs on my blog. I was not able to upload the blog due to, teething work pressure from all sides. However, I kept on updating on my recommendations in Twitter (X). Let's look at few of my recommended counters. # RTN Ltd which I recommended around Rs.3/Rs.3.10 made a new 52 - week high at Rs.9.20. All my targets have been achieved. Interstingly those investors who were reluctant to buy the scrip at Rs.3 are now buying at almost 3 - times tha...
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Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
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Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation.  With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals:  🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and  🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 .  To reinforce this recovery, the company has proposed a ...
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WINNING STROKES: THINK DIFFERENT: Please STOP investing in companies by simply looking at their past quarterly/annual results. More quickly you do away with this BAD habit, the better it will be for your investment philosophy. Please remember a debt free company (zero liability) which is closed, has tremendous value, unlike what an Old Analyst from Bombay is trying to make us understand. How will the markets behave today?? This portion only to the Paid Groups.... My Mom (mother) is seriously ill (who is suffering from Cancer) and hence the services to the Free and Paid Groups might be affected in the days to come... Galada Power and Telecom Ltd, which was recommended yesterday to the Paid Group through an SMS and then to the Free Group, hit the upper circuits. The company has 4 acres of land in Uppal , whose current market price is around Rs.24--Rs.28 Cr. However, what is the latest development in the company?? This portion only for the Paid Groups. Sanguine Media Services Ltd hit ...
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