SEBI Registered Research Analyst/Financial consultant
Joined September 2011
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Some Social Media Market Experts are raising concerns on Rs 128000 Crores of MTF book
It's so foolish and just panic mongering
1. This is just ~ 0.25% of Indian Market Capitalisation
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2. The book is backed by approximately 30-35% of client funds i.e. borrowing is just around Rs 83000 Crores
3. Composition of the book is also not very risky Net conclusion.
Don't believe the panic mongers.
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Jun 13
Very strong Credit Growth indicates strong underlying economic growth. Economy seems to be holding up.
As I had pointed earlier the FCNR(B) flows will help bridge the Credit Deposit gap and help keep domestic interest rates in check.
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Jun 13
If $ 60 Billion comes in then it's an additional Rs 570000 Crores of deposits.
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Jun 12
बहुत नीचे भाव की खरीद है, मोटा मुनाफा कमाया है, बुक तो करेंगे ही
उनको जहां जो सस्ता दिखेगा खरीदेंगे, यही उनका बिजनेस है
Financials and Technology Stocks have been the most owned by Foreign Investors and as such bear the maximum brunt of the continuous net outflows
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Jun 12
USA Urea prices are down to $450 as the Summer Demand has ended and now there is actually a surplus playing out there. It's down from $750 back to pre war levels.
Prices are cracking in other parts of the world too as Chinese exports have restarted.
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Jun 12
The fertilizer subsidy burden for the government might not be as high as is being feared.
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Jun 12
From an average price of $ 68-70 / bbl in CY2025, India has faced high oil prices from March 2026 onwards .
May saw a downward shift.
June has been good so far in the first 10 days, with the Indian crude oil basket averaging $ 96/ bbl so far.
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Jun 12
This is still a big blow but much better than what we paid in March to May.
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Jun 12
Indian Private Sector Banks and many NBFCs are cheap relative to historical valuations at a time when Asset Quality is one of the best ever.
Credit growth is also expected to improve over the next two years.
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Jun 12
Financials will lead the next rally and even large banks will give strong double digit CAGR returns
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Jun 12
The #IncomeTax Department's AI is now reading your bank statements, Aadhaar & PAN all at once.
If you've ever filed a fake HRA claim or inflated deductions in your ITR, this is your wake-up call.
ITR deadline: July 31, 2026.
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Jun 12
RBI CANCELS registration of 135 NBFCs (Non-Banking Financial corp) yesterday under Section 45-IA(6)!
Out of them 125 are West Bengal-based companies deregistered for non-compliance, failing registration norms & ceasing NBFC activities.
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Jun 12
Affected entities barred from NBFC operations with immediate effect.
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