MONEY TIMES TALK
13.6.26
Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display 'BUY', 'SELL' or 'HOLD' recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, Industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
As per astrology view, some important turning dates are 15th, 18th, 22nd, 25th and 29th June 2026. This week stock-specific wild volatility is likely.
Friday night closing: Dow +353 pts., Nasdaq +79 pts., S&P +37 pts. & Gift Nifty -75 pts. at 23620 signal a flat opening on Monday, subject to weekend developments. Positive weekend news may trigger a gap-up opening. Back in January, silver was up 64% & gold 25% on the year, but now both have turned negative. Every hype, euphoria & greed cycle ends badly.
G7 officials say the US-Iran MoU could be signed as soon as Sunday. US-Iran nearing a peace deal around the G7 meeting next week. This Sunday, June 14th, is Trump's birthday (14-06-1946). Should investors expect a gift?
As per market grapevine. Trump's statements on war & peace keep changing every day, while investors in crude, gold, silver, bitcoin & equities suffer huge volatility. As per market grapevine, Iran & the US are only buying time to keep crude prices elevated.
Big negative for investors, bulls & the Indian economy. The UN's World Meteorological Organization warned that a dangerous El Niño phase may intensify through 2026, leading to extreme weather conditions & rising global temperatures.
As per market grapevine, stocks to watch include Aries Agro, Dhabriya Polywood, Emami Paper, Fluidomat, IFCI, IOLCP, Jumbo Bag, Metroglobal, BSE SME Rajesh Power, NSE SME KLL, POEL, Rupa, Sky Ind, Univastu, VRL, Va Tech Wabag, Vodafone Idea & Yes Bank.
SEBI proposes uniform price bands across NSE & BSE for the same stock to remove pricing discrepancies, especially in illiquid stocks. The move may improve liquidity, price discovery & trading efficiency, benefiting retail investors.
As per market veteran, war uncertainty makes short-term market prediction difficult. Indian markets have not participated meaningfully in the Al-led rally & sentiment towards India remains weak. Significant short positions are seen in IT stocks. Immediate reduction in STT & LCGT is essential to attract FFI inflows. Outlook for pharma, healthcare & textiles looks positive, while metals & IT remain under pressure. Monsoon progress, Q1 results & crude prices will decide the short-term market trend.
Bank FD sahi hai. Post office saving scheme sahi hai. Gold sahi hai. Indian equities worst hai. Time has come for investors to check 1-year, 2-year and 3-year MF returns, which says "MF sahi nahi hai?" Indian markets are struggling to find even a green shoot, reflecting weak macros. During the US-Iran war, US and Iranian markets are doing well, while Indian markets continue correcting due to higher STT and LTCG. Net equity inflow stood at Rs.22,897 cr. v/s Rs.38,426 cr. MoM. Inflows may decline further, SIP cancellations may rise and redemption pressure may increase if Government does not reduce STT and LTCG.
STT collections over the last four financial vears were FY23 Rs.25,085 cr., FY24 Rs.34,192 cr., FY25 Rs.53,296 ст. and FY26 Rs.57,522 cr. STT collections have more than doubled in just three years, highlighting rapid growth in stock market participation and trading activity across India.
As per market grapevine, Government must think before it proves too late to provide relief in LTCG and STT on equities. These measures are essential to boost foreign capital inflows, reduce capital outflows, support rupee stability and strengthen the external sector position. Immediate relief may improve foreign investor participation, capital market sentiment, rupee stability and overall economy.