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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Macro & Statistics · GDP Data Debate 7.8% Growth, Or A 7.8% Illusion? Inside India's GDP Data Wars A former Finance Secretary says the real number is 2.6%. The government says 7.8%. Both, on closer inspection, are telling only part of the story — and the part they're both skipping is where the real questions live: the deflator, the jobs data, and a GDP series that still can't properly see India's unorganised economy. 1 The Number That Started The Fight In February 2026, India moved its GDP base year from 2011-12 to 2022-23. This was the first such shift in over a decade, and it came with new data sources, a more detailed price index, and a shift to double deflation across sectors. When Q1FY27 GDP data came out showing 7.8% growth, former Finance Secretary Subhash Chandra Garg objecte...
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Performance of a Few of My Favourite Scrips...

~By Sumon Mukhopadhyay

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Scrip Name Intraday High Price Theme
MTNL ₹33.40 ₹33.08 Telecom PSU
Rajesh Exp ₹181.00 ₹179.98 Gold Value
SEPC Ltd ₹9.67 ₹9.45 Infra Revival
SW Solar ₹200.90 ₹199.99 Clean Energy
Quadrant ₹307.05 ₹303.10 Railway Capex

Mahanagar Telephone Nigam Ltd (MTNL): 

Revival hopes for this government telecom PSU are firmly tied to network upgrades, asset monetisation, and broader sector reforms. Today, the stock demonstrated significant strength, hitting an intraday high of ₹33.40 and currently trading steadily at ₹33.08.

Rajesh Exports Ltd: 

As one of the world’s largest gold refiners and exporters, Rajesh Exports is increasingly viewed as a value + turnaround play. The shares hit an intraday high of ₹181.00 and are currently trading near ₹179.98, up over 4%. The recovery narrative remains highly attractive for long-term investors.

SEPC Ltd (The Microcap Revival):

An EPC and infrastructure turnaround story defined by improving cash flow and robust project execution. SEPC represents a classic microcap revival. The stock touched an intraday high of ₹9.67 and is maintaining momentum around ₹9.45. While volatile, the trajectory is clearly improving.

Sterling and Wilson Renewable Energy (SW Solar):

A major solar EPC and renewable infrastructure player, SW Solar is a prime beneficiary of India’s aggressive clean-energy push. Today’s performance saw an intraday high of ₹200.90, with the stock currently at ₹199.99—up more than 5%. This remains a high-momentum counter in the renewables space.

Quadrant Future Tek Ltd:

A niche player in railway safety, signalling, and specialty cables, Quadrant is riding the wave of India’s massive railway capex cycle. Reaching an intraday high of ₹307.05, the core theme remains intact: healthy consolidation before the next potential leg up. Currently trading at ₹303.10.

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Disclaimer: Investment in the securities market is subject to market risks. Read all related documents carefully before investing. These updates are for informational purposes only.

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