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Hidden Multibagger Stocks by Devendra (RA: INH000026488)
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Disclaimer: I am a SEBI Registered Research Analyst (RA: INH000026488). All stocks, market updates, and investment-related information shared in this channel are strictly for educational and informational purposes only.
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"BLUE JET HEALTHCARE" New stock strong recovery.🚀🚀
" "Transrail Lighting" Strong recovery 🚀🚀
Do not get overly excited about this small recovery—it is driven solely by DII. They are trying to prevent further panic selling by retail investors. However, this does not mean the market will rally from here, as it is still in a bearish phase.
Throughout this month, the market is likely to attempt to form a bottom despite continued selling by FII. During this period, we can expect high volatility. Many retail investors are waiting for an opportunity to exit their trapped positions, which could result in a "sell on rise" market going forward.
" Tanfac Industries " Strong recovery after sharp correction..🚀🚀
The market is attempting to find support with the help of DIIs, who are buying as the market has reached an oversold position. However, FIIs are still selling. Despite this, DIIs will continue to support the market to prevent further decline.
" Aarti Pharma" new stock continues to show strong momentum.🚀
The market is showing a good recovery, supported by DII. For the past three days, I have been saying that the market is forming a bottom, but this process will take time. We can expect volatility during this bottom formation.
The market is attempting to find support, and the midcap index is also stabilizing. A recovery is likely next month. However, bottom formation during a bear phase is a lengthy process. This month, we can expect market volatility as the bottom continues to form.
The Rupee Factor – Will ₹ Depreciate?
A trade war with the US could weaken the Indian rupee due to:
📉 FII outflows – Foreign investors exiting Indian stocks.
📉 A widening trade deficit due to tariff-related export decline.
📉 Higher demand for the US dollar as a safe-haven currency.
How Can India Gain From This?
Not all consequences are negative! India can leverage this situation to accelerate self-reliance:
✅ Defense – Increased pressure from the US could boost India's defense manufacturing.
✅ Energy – More oil imports from the US could strengthen Reliance, ONGC.
✅ Agriculture & Dairy – If US food imports face tariffs, Indian brands (Britannia, ITC) stand to gain.
This situation could further accelerate Modi’s ‘Atmanirbhar Bharat’ initiative to make India self-reliant.
Key Takeaways & What’s Next?
📌 Short-term impact:
🔸 Exports hit, stock market volatility increases, rupee under pressure.
🔸 Export-heavy sectors (IT, Pharma, Auto) could see corrections.
📌 Long-term opportunity:
🔹 Defense, domestic consumption, and energy sectors could benefit.
🔹 If India negotiates well, it may mitigate FII outflows and stabilize markets.
🔴 India must strike a balance – responding strategically without escalating tensions.
How India navigates this challenge will shape its trade and economic future in 2025.
💥Trump’s Reciprocal Tariffs & Its Impact on India💥
The US is set to implement a Reciprocal Tariff Policy, a move that could significantly impact Indian exports, stock markets, FII flows, and the rupee. India, with its relatively high tariff structure, is a major target of this policy. Let’s break down the implications of this trade move and how India can respond.
What Are Reciprocal Tariffs?
Former US President Donald Trump has announced a Reciprocal Tariff Executive Order, which states:
✅ Countries that impose high tariffs on US goods will face matching US tariffs.
✅ The goal is to reduce the US trade deficit and boost American manufacturing.
✅ Since India has one of the highest tariff rates on US imports, it is one of the biggest targets.
Why Is India in the Crosshairs?
India maintains higher import tariffs on US goods compared to what the US imposes on Indian goods:
🔹 Average Indian tariffs on US goods: 9.5%
🔹 US tariffs on Indian goods: 3%
Some key differences in tariff rates:
Motorcycles (e.g., Harley-Davidson): 100% in India vs. 2.4% in the US
Medical Devices: Up to 40% in India vs. 0-5% in the US
Alcoholic Beverages: 150% in India vs. 0% in the US
With this new policy, the US will now impose matching tariffs on Indian exports, making them costlier and less competitive in the American market.
Indian Sectors That Will Suffer the Most
If reciprocal tariffs are enforced, the following Indian export-heavy sectors will be hit the hardest:
🚨 High-Risk Sectors 🚨
1️⃣ Textiles & Apparel – India exports $8 billion worth of textiles to the US annually.
2️⃣ Pharmaceuticals – The US is India's largest pharma buyer, with trade worth $7 billion.
3️⃣ IT Services – Indian IT firms generate 40%+ of their revenue from the US.
4️⃣ Jewelry & Gems – Exports worth $10 billion from India to the US are now at risk.
5️⃣ Auto Components & Steel – Potential 25% tariff hikes on Indian exports.
🔻 Indian Companies at Risk 🔻
Textiles: Raymond, Arvind, Welspun India
Pharma: Sun Pharma, Dr. Reddy’s, Cipla, Biocon
Auto & Components: Tata Motors, Bharat Forge, Motherson Sumi
IT Services: Infosys, TCS, Wipro, HCL Tech
Sectors That May Benefit
While some sectors face losses, others could see gains due to shifting trade dynamics:
✅ Defense & Domestic Infrastructure – India may focus on self-reliance in manufacturing.
✅ Agriculture & Dairy – If US food imports get costlier, Indian brands like Amul, Britannia could benefit.
✅ Energy & Oil Companies – India may increase energy imports from the US, benefitting companies like Reliance, ONGC.
How Will FIIs React?
Foreign Institutional Investors (FIIs) closely track US-India trade relations. If tensions escalate, FIIs may:
🔴 Exit export-heavy stocks (Pharma, IT, Auto).
🔴 Shift funds to China, Vietnam, or the US market.
🔴 Reduce overall exposure to Indian equities, leading to Nifty corrections.
However, if India negotiates a favorable trade deal, FIIs may:
🟢 Stay invested and buy into dips.
🟢 Shift focus to defense, domestic consumption, and energy stocks.
PM Modi’s Damage Control Strategy
To counter the impact, India is taking proactive measures:
✔ Lowering tariffs on select US products (e.g., whiskey, almonds, defense imports).
✔ Increasing energy imports from the US (oil, LNG) to balance the trade deficit.
✔ Negotiating a middle ground to prevent trade escalation.
✔ Diversifying exports by expanding trade with Europe, UAE, and ASEAN nations.
How Does This Align With Trump’s ‘America First’ Policy?
Trump’s strategy aims to boost American manufacturing and reduce dependency on imports.
📌 India is not the only target – the EU, Japan, and Mexico also face similar trade challenges.
📌 Trump believes higher US tariffs = more American jobs.
📌 India must respond strategically to avoid worsening trade tensions.
A message from one of our members: Our channel is the only one that provides genuine information, whether in a bull or bear market.
Today, FII data is positive due to Bharti Airtel's promoter block deals, which amounted to ₹8,485.11 crore. The market is attempting to find support this month as it has reached an oversold position, leading to a potential small pullback.
Bottom formation during a bear phase is a time-consuming process. This month, we may witness a temporary bottom formation after the recent oversold conditions. From next month onwards, signs of recovery could emerge. This time, the market has only undergone a price correction due to a sharp decline within a short period. Moving forward, we can expect a phase of time correction, where the market trades within a specific range.
Many investors in India were caught off guard by this bear phase, as it came unexpectedly after a strong bull market. However, we were already prepared for this situation, having anticipated the arrival of a bear phase. Over the past two days, the large-cap index has remained steady, but selling pressure continues in small and mid-cap stocks. Once the recovery begins, we can expect a strong rebound in our portfolio, though a full recovery will take time.
This bear phase has been particularly painful due to the sharp vertical fall in small and mid-cap indices. Even fundamentally strong stocks have suffered due to panic selling. However, those who withstand this challenging phase will be well-positioned to reap significant profits in the upcoming bull run.
" Aarti Pharma" new stock continues to show strong momentum.🚀
The market moves up gradually, like climbing steps, but falls rapidly, like taking a lift. This is exactly what is happening with the small-cap index, which is experiencing a sharp decline.
I repeatedly warned that the bear phase would be the most painful period in the stock market, but many thought I was joking back in November and December 2024. Now, everyone has witnessed firsthand what a bear phase truly feels like.
Remember this experience—it will help you act proactively in the next bear market. Take our predictions seriously, even when they are negative. Investors often ignore warnings when a bull run ends, leading them to fall into the trap of false pullbacks.
This bear phase is a learning lesson for everyone. While we will recover from these losses, it will take time. In such a market, the best strategy is to be patient and simply wait and watch.
On January 4, 2025, I advised exiting all multibagger stocks that had surged in 2023-24. Since then, many of these stocks have crashed significantly. Such sudden declines occur in every bear phase due to panic selling, even in stocks with strong fundamentals. In the stock market, making the right decision at the right time is crucial; otherwise, all profits can be wiped out. Long-term investors, please remember—when a bull run ends, your long-term view should also end.
China's Hang Seng market is outperforming after the launch of the new DeepSeek AI tool. This has provided FIIs with an alternative market to invest in, apart from the US. As a result, we have seen increased selling pressure from FIIs in the Indian market. However, it's important to note that China's market has not outperformed in the past three years due to various economic challenges.
The formation of a temporary bottom during a bear phase is a complex and time-consuming process. The market is likely to remain highly volatile within this range for the next few days as it stabilizes. During this period, stock prices may experience significant fluctuations. It appears that the coming days of this month will be focused on establishing a base.
FII selling may continue throughout this month, but I believe further market declines will be limited due to DII support. The market is likely to consolidate at the current level and form a base for the next move in the coming month.
Please remember not to expect a strong recovery from the current level. The market is merely trying to establish a bottom this month. Additionally, FII money is now flowing into China, where the Hang Seng Index has started recovering following the launch of the DeepSeek AI tool.
I had accurately predicted the market crash in February 2025 and also forecasted that all sectors that performed well in 2023-24 would underperform in the coming years. New sectors and stocks will drive the next rally, which is why I previously advised booking profits in stocks that surged in 2023-24.The stocks that are recovering in the current market rebound indicate that they are likely to outperform in any small rally next month.
