🇮🇳MMTechnicals Equity Invest

Parents already missed 27 days of compounding, they should be more responsible 😉

Gland Pharma suggested on 8 July at 2540 now 3150 (24%) so far. given revised target to hold / add at specific zone for clients

Gland Pharma is one of the largest generic injectable-focused B2B / CDMO company, with a global footprint. Strong growth in US and Europe is driven by new launches. It has a healthy pipeline, long term agreements to steer growth.

*RBI Governor* RBI Says - FY27 Core Inflation View Seen At 4.4% (Previously At 4.3%) RBI Says - Monetary Policy Acts By Curtailing Second Round Effects RBI Says - Difficult To Distinguish Between Second Round And Indirect Impact Of Supply Side Pressures RBI Says - Service Sector Activity Remains Stable And Broad-Based RBI Says - States Manufacturing Sector Is Performing Strongly Despite Rising Costs. RBI Says - Slight Decrease In Kharif Sowing Compared To Last Year Due To Irregular Southwest Monsoon. RBI Says - Future Rate Hikes Depend on Growth and Inflation Trends RBI Says - Policy Measures May Involve Rate Increase Or Pause Based On Current Conditions. RBI Says - Fixed Investment Continues To Be Robust RBI Says - MSF rate revised to 5.75% from 5.50% previously RBI Says - Revise GDP growth estimates upwards by 0.4%

Nifty at 23140 next resistance at 23400 and support at 22700. Oct we might see selling pressure and volatility. Should be a stock specific approach rather than sector specific. Add on dips on your investment pick/quality picks.

9 IPOs opened today, 5 to open tomorrow & 8 to open day after tomorrow, Total 22 IPOs in just 3 days!!

LISTINGS TODAY (MAIN BOARD) 1. RENTOMOJO ◆ SYMBOL: RENTOMOJO ◆ CODE: 544915 ◆ IPO PRICE: ₹404 ◆ RETAIL LOT: 37 ◆ ISIN: INE08T701025 2. STEAMHOUSE INDIA ◆ SYMBOL: STEAMHOUSE ◆ CODE: 544914 ◆ IPO PRICE: ₹81 ◆ RETAIL LOT: 185 ◆ ISIN: INE0FRO01022 3. KARAMTARA ENGINEERING ◆ SYMBOL: KARAMTARA ◆ CODE: 544917 ◆ IPO PRICE: ₹254 ◆ RETAIL LOT: 59 ◆ ISIN: INE590T01012 4. LCC PROJECTS ◆ SYMBOL: LCCPROJECT ◆ CODE: 544918 ◆ IPO PRICE: ₹146 ◆ RETAIL LOT: 102 ◆ ISIN: INE1FPN01026 5. MANIPAL PAYMENT AND IDENTITY SOLUTIONS ◆ SYMBOL: MPIMANIPAL ◆ CODE: 544916 ◆ IPO PRICE: ₹339 ◆ RETAIL LOT: 44 ◆ ISIN: INE241U01028 6. ASSET RECONSTRUCTION COMPANY (INDIA) ◆ SYMBOL: ARCIL ◆ CODE: 544921 ◆ IPO PRICE: ₹139 ◆ RETAIL LOT: 107 ◆ ISIN: INE148G01016

Indian government announces that banks and RuPay-powered debit cards cannot impose any charges on the UPI transactions of up to ₹2,000.

Oracle has begun another round of layoffs, informing some employees by early-morning 6am emails.

Best case and Worst case scenario: 🟢 1. Fed +25 bps, dovish guidance Most bullish outcome for risk assets: Gold: ↔️ / 🟢 Silver: 🟢 Equities: 🟢 Indian equities: 🟢 Smallcaps: 🟢🟢 Bonds: 🟢 USD: 🔴 Crude oil: 🟢 / ↔️ 🟡 2. Fed +25 bps, neutral guidance Initial volatility, then markets settle: * Gold: 🔴 → ↔️ * Silver: 🔴🔴 * Equities: 🔴 → ↔️ * Indian equities: 🔴 → ↔️ * Smallcaps: 🔴🔴 * Bonds: 🔴 * USD: 🟢 * Crude oil: ↔️ / 🟢 🔴 3. Fed +25 bps, hawkish guidance The dangerous scenario: * Gold: 🔴🔴 * Silver: 🔴🔴🔴 * US equities: 🔴🔴 * Indian equities: 🔴🔴 * Smallcaps: 🔴🔴🔴 * US yields: 🟢🟢 * USD: 🟢🟢 * Crude oil: 🔴 / ↔️ 🔴🛢️ 4. Fed +25 + hawkish + crude keeps exploding higher This is the worst macro combination: * Gold: 🔴 initially, potentially 🟢 later * Silver: 🔴🔴🔴 * US equities: 🔴🔴🔴 * Indian equities: 🔴🔴🔴 * Smallcaps: 🔴🔴🔴 * Bonds: 🔴🔴 * US yields: 🟢🟢🟢 * USD: 🟢🟢 * Crude: 🟢🟢🟢 * Inflation expectations: 🟢🟢🟢

5% US Yields Can Hurt Indian Stocks US 10-year yield is near 5%. Fed may hike rates this week. Yields above 5% make India less attractive for FIIs, who already sold over ₹14,400 crore in two weeks. When safe US bonds pay more, money can leave stocks

🦈 National Stock Exchange (NSE) IPO 🗓️ IPO: 17–21 Sep 2026 💰 Price Band: ₹1,700–₹1,785 📦 Lot Size: 8 Shares 👤 Retail: 35%+ 🏢 QIB: Up to 50% 💼 NII: 15%+ 💵 Retail Min: ₹14,280 (8 shares) 💵 Retail Max: ₹1,99,920 (112 shares) 💵 S-HNI: ₹2,14,200 onwards 💵 B-HNI: ₹10,13,880 onwards 📅 Allotment: 22 Sep 💳 Refund/Credit: 23 Sep 📈 Listing: 24 Sep 2026

Some of our investment / technical pick performance in short term

Consider - Steamhouse, Karamtara, Manipal payment, Glass wall

IPO Overload? 10 IPOs are available for subscription today to raise ₹7288 Cr. The 10 are Pranav Const, Rentomojo, ARCIL, Manipal Payment, Steamhouse, LCC Projects, Karamtara Engg, Kanohar Electricals, Prasol Chemicals and Glass Wall.