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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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 Today's Calls

#You can take fresh entry at Paytm Ltd near the CMP of Rs.404.75, T: Rs.441, SL: Rs.392. 

There are media reports about Zomato Ltd (Rs.195.50) being in talks with Paytm for acquiring the latter’s movies and event ticketing business. Both the companies confirmed the development but said that the talks were at preliminary stages and no binding agreement was signed. This if happens will be a win - win situation for both the companies. If you remember, I recommended Zomato Ltd near Rs.53, which turned out to be a multibagger. There is rumour of Gautam Adani group, in talks with Paytm Ltd to take a substantial stake in the company.

The Economic Times reported on June 16, 2024 that Zomato is looking to acquire Paytm’s movie booking and events unit, in a deal that may value Paytm’s vertical at around Rs.1,600-1,750 crore. Post the addition of receivables from cinema exhibitors, the valuation could go up to Rs.2,000 crore, according to that report.

#The stock of Indowind Energy Ltd (Rs.25.45) is clocking huge volume today. In the NSE, the volume of shares traded has crossed 18 lakhs. Something could be cooking in the counter. Keep watch.

#The scrip of Vodafone Idea Ltd (Rs.17.10) is getting resistance around Rs.17.40. Unless the shares closes above this level, it might consolidate around the current ranges. Keep SL of Rs.16.70.

#The cost cutting measures of Zee Entertainment Enterprises Ltd (Rs.155.45) should etch a better fundamentals for the company. The company has already turned positive in the March, 2024 quarter. This positive momentum is expected to continue in future. You should keep it in your portfolio, as it rumoured to be closely associated with the BJP government. Target: Rs.197. Photo: Live Law.

#The stock of J P Associates Ltd (Rs.10.74) made an intraday high of Rs.10.94, clocking a huge volume of 68.45 lakhs. Accumulate!

#Meanwhile, Parsvanath Developers Ltd (Rs.13.26) came out with satisfactory set of March, 2024 quarter results.

💢Consolidated net loss of Rs.307.37 crore in Q4FY24 Vs Rs.421.18 crore in Q4FY23, showing an improvement on Y - o - Y basis.

💢However, an elevated Finance cost of Rs.223.46 crore in Q4FY23 Vs Rs.106.37 crore in Q4FY23 is a matter of concern.

💢Fall in sales should not be of much concern for a construction company, because it will deliver when its project gets completed. Hold!! 

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