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Showing posts from December, 2025
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The Great Indian Stock Market Stress Test: Mid & Small Caps in Freefall – – Where's the Government's Voice?  Call for Clarity. ~ By Sumon Mukhopadhyay   -------------- Synopsis : December 2025: India’s mid and small-cap stocks crash 12–16% from September highs, wiping ₹53.86 lakh crore in wealth. FPI outflows, Trump tariffs, and retail panic expose systemic rot. Why is Delhi silent?  Introduction : In the sweltering heat of India's economic ambitions, the stock market was supposed to be the cool oasis, a symbol of Viksit Bharat , where retail investors, armed with apps and dreams, could ride the tiger of growth. But as December 2025 unfolds, that tiger has turned feral. Mid and small-cap stocks, the darlings of the post-pandemic rally, are in a brutal correction, shedding 12-16% from their September peaks. The Nifty Midcap 100 and Smallcap 100 indices have plunged, with some multibaggers cratering 20-43% in recent months. Billions in market cap evaporated, Rs 53....
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NMDC Steel Ltd (Rs.41.87): A Turnaround Story Gathers Momentum as Nagarnar Plant Delivers Breakthroughs. ~Sumon Mukhopadhyay. ------------------------------------------------ India’s steel sector has no shortage of heavyweights, but few names have staged as dramatic a comeback in 2025 as NMDC Steel Ltd .  Spun off from NMDC, the country’s largest iron ore producer, the company has spent the last year sharpening its operations, scaling production, and proving that the Nagarnar integrated steel plant is more than ready to enter India’s big league. Now, with two back-to-back strong quarters, production records tumbling, and investors rediscovering confidence in the counter, NMDC Steel’s turnaround story is entering an exciting new phase.  The stock of NMDC Steel Ltd was recommended several times on SumanSpeaks and this is just a follow - on article; for those who are either still holding the scrip or are contemplating to take fresh positions. Q2FY26: Revenue Doubles, Losses ...