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Equity99

Equity99

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Creating wealth through unfolded research. SEBI Registered Investment Adviser Reg No - INA000005358 Disclaimer: Channel view is purely for educational purposes. Visit our website http://Equity99.com

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📈 Analytical overview of Telegram channel Equity99

Channel Equity99 (@equity99) in the English language segment is an active participant. Currently, the community unites 101 931 subscribers, ranking 881 in the Economy & Finance category and 2 597 in the India region.

📊 Audience metrics and dynamics

Since its creation on невідомо, the project has demonstrated rapid growth, gathering an audience of 101 931 subscribers.

According to the latest data from 06 September, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by -1 363 over the last 30 days and by -51 over the last 24 hours, overall reach remains high.

  • Verification status: Not verified
  • Engagement rate (ER): The average audience engagement rate is 9.08%. Within the first 24 hours after publication, content typically collects 4.93% reactions from the total number of subscribers.
  • Post reach: On average, each post receives 9 259 views. Within the first day, a publication typically gains 5 022 views.
  • Reactions and interaction: The audience actively supports content: the average number of reactions per post is 0.
  • Thematic interests: Content is focused on key topics such as cent, dii, worth, index, bse.

📝 Description and content policy

The author describes the resource as a platform for expressing subjective opinions:
Creating wealth through unfolded research. SEBI Registered Investment Adviser Reg No - INA000005358 Disclaimer: Channel view is purely for educational purposes. Visit our website http://Equity99.com

Thanks to the high frequency of updates (latest data received on 07 September, 2026), the channel maintains relevance and a high level of publication reach. Analytics show that the audience actively interacts with content, making it an important point of influence in the Economy & Finance category.

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Channel Posts
Morning Alert.. *Private firms' capex rises 7% to ₹30.3 trillion in FY25, shows govt data* Private corporations have invested Rs. 30.3 trillion in fixed assets such as plant, machinery and intellectual property in FY25, a 7 per cent jump from the capital expenditure they made in the previous year, establishing a healthy growth in investments, according to latest data available from the statistics ministry. In FY24, they had made a capital expenditure of Rs. 28.3 trillion, showing an annual growth of 2.65 per cent, as per the detailed Gross Fixed Capital Formation (GFCF) figures for FY25 released by the ministry. On the other hand, government capital spending slowed to 10.2 per cent in FY25 from 18.5 per cent in FY24, while total investment growth held at 8.2 per cent in FY25 compared to 9 per cent in year ago period. Total investments in fixed assets stood at Rs 99.76 trillion in FY25. "Capital expenditure of state governments has actually moderated to manage the fiscal deficits," according to Madan Sabnavis, chief economist at Bank of Baroda. He said that the slowdown in public investment reflected a step by states to rein in their finances and keep deficit in check. Machinery and equipment is the single largest slice of corporate investment at nearly half the total, with growth rebounding to about 6 per cent from barely 1 per cent a year earlier. *Global market action* Dow Jones – Down by 0.33% or 175.54 points FTSE – Flat CAC – Down by 0.09% or 7.63 points DAX – Up by 0.17% or 43.08 points Gift Nifty – Down by 0.10% or 24.00 points *FII/DII activities* FII – Sold 3111.94Cr worth of shares DII – Bought 8930.12Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 20.2x Nifty Bank – 13.6x *Stocks with high delivery percentage* Kansai Nerolac Paints Ltd – 95.9% AIA Engineering Ltd – 91.5% JK Lakshmi Cement Ltd – 83.1% Pfizer Ltd – 81.8% CRISIL Ltd – 80.9% *Primary market activities* IPOs opening today Pranav Constructions Ltd (Main board) – Issue size 351.03Cr Apana Logistics Ltd (BSE SME) – Issue size 34.14Cr Listing today Purple Style Labs Ltd (Main board) – Subscribed 0.75x Phychem Technologies Ltd (BSE SME) – Subscribed 20.79x Shanti Inorganics Ltd (NSE SME) – Subscribed 142.17x Ashutosh Fibre Ltd (NSE SME) – Subscribed 144.65x *Commodities updates* Gold – Rs 152817/10gm, Silver – Rs 237561/kg, Brcrude – Rs 8574/barrel, Copper – Rs 1378/kg.

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Review seen positive for market stability Rahul Sharma, Head of Research at Equity99, said the review is a positive development for derivatives-market stability. "Sebi's proposed review is positive for derivatives-market stability, but the actual impact will depend entirely on the alternative settlement formula," Sharma said. He said a change in methodology should reduce CAS-driven expiry volatility, though it will not remove the usual swings that come with expiry-day positioning. "Yes, it should reduce the CAS-driven sharp expiry-day swings, but it will not eliminate normal expiry volatility," he said. Market chaos after CAS: What exactly is Sebi reviewing and will it stop expiry-day wild swings? - The Economic Times https://share.google/Y22y3tkXyf051kXpz
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Morning Alert.. *RBI's dollar sales, robust swap inflows lift rupee to 10-week high* The rupee appreciated to a 10-week high on Thursday as robust dollar inflows through the Reserve Bank of India’s (RBI’s) special Foreign Currency Non-Resident (Bank), or FCNR(B), swap window lifted sentiment, along with central bank’s more active intervention in the foreign exchange (forex) market, dealers said. The RBI’s special swap measures mobilised a higher-than-expected $136.4 billion in foreign currency inflows till August 31. The rupee on Thursday settled at 94.49 per dollar, its strongest close since June 25. The rupee had closed at 94.98 on Wednesday. During the session, it touched an intraday high of 94.27 per dollar. The rupee has gained more than 1 per cent in the last week, making it one of Asia’s best-performing currencies. Market participants said dollar inflows have strengthened the RBI’s hand in managing pressure on the rupee at a time when elevated crude oil prices and rising global bond yields have weighed on emerging-market currencies. In the early stages of the FCNR(B) scheme, the rupee’s appreciation remained muted due to a stronger influence of global factors on the local currency. However, dealers said the RBI has since stepped up direct intervention in the spot market to contain volatility in the exchange rate. *Global market action* Dow Jones – Up by 0.00% or 0.62 points FTSE – Up by 0.69% or 75.07 points CAC – Up by 0.07% or 5.77 points DAX – Up by 0.63% or 163.99 points Gift Nifty – Up by 0.41% or 98.00 points *FII/DII activities* FII – Sold 2345.87Cr worth of shares DII – Bought 4977.46Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 20.2x Nifty Bank – 13.6x *Stocks with high delivery percentage* Schaeffler India Ltd – 83.7% EIH Ltd – 75.9% *Primary market activities* IPO opening today Qualiance International Ltd (NSE SME) – Issue size 45.11Cr Listing today Complete Sports and management India ltd (BSE SME) – Subscribed 3.45x Paluck technologies ltd (BSE SME) – Subscribed 271.68x Priority jewels ltd (Main board) – Subscribed 100.45x ESDS software solutions ltd (Main board) – Subscribed 142.88x *Commodities updates* Gold – Rs 155722/10gm, Silver – Rs 236400/kg, Brcrude – Rs 8630/barrel, Copper – Rs 1384/kg.
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Morning Alert.. *India vs developed markets: Govt bond yield gap continues to narrow* Government bond yields have been rising across the world from their historic lows, with some of the sharpest increases recorded in the US and UK. In the short term, however, Japan has seen the steepest rise, followed by Germany. By comparison, the rise in Indian bond yields has been relatively muted. Yields have remained within a narrow range over the past three years, unlike those in the US, Germany, Japan and the UK. This has resulted in a compression of the yield spread between India and developed markets (DMs). Tracking the rise in US Treasury yields and crude oil prices, the benchmark 10-year government bond yield in India settled at 6.97 per cent on Wednesday. Its previous close was 6.96 per cent. During the day, it touched the psychologically crucial 7 per cent level. The last time the benchmark yield closed above 7 per cent was on June 3. The benchmark bond yield on Wednesday stood at 4.81 per cent in the US, 3.027 per cent in Japan, 5.24 per cent in the UK and 3.37 per cent in Germany. *Global market action* Dow Jones – Up by 0.05% or 24.06 points FTSE – Down by 0.31% or 32.83 points CAC – Down by 0.26% or 21.22 points DAX – Down by 0.51% or 130.78 points Gift Nifty – Up by 0.48% or 116.00 points *FII/DII activities* FII – Bought 6688.37Cr worth of shares DII – Bought 2812.98Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 20.2x Nifty Bank – 13.5x *Stocks with high delivery percentage* UTI AMC Ltd – 93% Aditya Birla Sun Life AMC – 80.4% Narayana Hrudayalaya Ltd – 80.1% DOMS Industries Ltd – 77.6% Tata Communication Ltd – 75.5% *Primary market activities* Listing today Kwick Forensic Solutions Ltd (BSE SME) – Subscribed 289x Lumino Industries Ltd (Main board) – Subscribed 124.02x *Commodities updates* Gold – Rs 152511/10gm, Silver – Rs 230100/kg, Brcrude – Rs 8580/barrel, Copper – Rs 1371.45/kg.
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Morning Alert.. *Manufacturing PMI falls to 5-year low in August amid sales slowdown* India’s private sector manufacturing activity expanded at its slowest pace in five years in August as weak demand slowed sales, output and hiring, a private survey showed on Tuesday. HSBC’s India Manufacturing Purchasing Managers’ Index (PMI), which tracks monthly changes, fell to 52.8 in August from 53.5 in July. The reading was the lowest since August 2021 (when it was 52.3) and also below the index’s long-run average of 54.2. The latest figure — a weighted average of new orders, output, employment, suppliers’ delivery times and stocks of purchases — was also below the Flash India Manufacturing PMI estimate of 52.9 released earlier in August. The index remained above the 50-mark, indicating expansion in activity. A reading below 50 signals contraction. August also marked the 59th consecutive month of expansion. “India’s final manufacturing PMI slipped to 52.8 in August, extending its decline for a third consecutive month. The output index fell to its lowest level since August 2021, signalling that production is still expanding but at a markedly slower pace,” said Pranjul Bhandari, chief India economist at HSBC. *Global market action* Dow Jones – Up by 0.04% or 22.75 points FTSE – Down by 0.32% or 34.98 points CAC – Down by 0.39% or 32.65 points DAX – Down by 1.11% or 288 points Gift Nifty – Down by 0.18% or 43.00 points *FII/DII activities* FII – Bought 1143.38Cr worth of shares DII – Bought 1846.94Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 20.3x Nifty Bank – 13.6x *Stocks with high delivery percentage* HDB Financial Services Ltd – 87.8% SBFC Fianance Ltd – 84.9% Krishna Institute o Medical Sciences Ltd – 76.6% Jubilant Ingrevia Ltd – 75.9% *Primary market activities* Listing today Annu Projects Ltd (Main board) – Subscribed 2.93x Sumax Engineering Ltd (NSE SME) – Subscribed 162.94x *Commodities updates* Gold – Rs 151629/10gm, Silver – Rs 229400/kg, Brcrude – Rs 8535/barrel, Copper – Rs 1371.75/kg.
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Morning Alert.. *India's GDP grows 7.8% in Q1FY27 despite disruptions from West Asia crisis* Outpacing expectations by most forecasters, India’s economy grew at a robust 7.8 per cent in the June quarter of FY27, compared with 8.6 per cent in the preceding March quarter of FY26, despite geopolitical headwinds arising from the West Asia crisis, according to data released by the National Statistical Office on Monday. Powered by strong manufacturing and services sector growth, India remained one of the fastest growing major economies, with China expanding 4.3 per cent and Indonesia growing 5.3 per cent in the June quarter. India’s economy had grown 6.9 per cent in the June quarter of last financial year. The gross value added (GVA) growth print at 8.2 per cent for Q1 was higher than real gross domestic product (GDP) growth, signalling subsidies outstripped indirect taxes during the quarter. Nominal GDP grew at 10.3 per cent in the June quarter against 9.1 per cent in the preceding March quarter of FY26, indicating towards built up in inflationary pressure. Forecasts by agencies for June quarter GDP growth had ranged between 6.9 per cent by India Ratings & Research (Ind-Ra) and 8 per cent by the State Bank of India (SBI). The Reserve Bank of India had estimated growth at 7 per cent for the same quarter. *Global market action* Dow Jones – Up by 0.17% or 88.65 points FTSE – Flat CAC – Down by 0.80% or 66.68 points DAX – Down by 1.19% or 311.88 points Gift Nifty – Down by 0.12% or 28.00 points *FII/DII activities* FII – Sold 7985.88Cr worth of shares DII – Bought 4588.88Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 20.4x Nifty Bank – 13.7x *Stocks with high delivery percentage* Supreme Industries Ltd – 87.5% Reliance Industries Ltd – 87% Eternal Ltd – 86.8% Nippon Life India Asset Management Ltd – 86.7% Info Edge India Ltd – 86.4% *Primary market activities* IPOs opening today Farm Peace Ltd (BSE SME) – Issue size 32Cr Rays of Belief Ltd (Main board) - Issue size 125Cr Deepa Jewellers Ltd (Main board) - Issue size 459.72Cr Fly-Hi Maritime Travels Ltd (BSE SME) – Issue size 52.63Cr Listing today Skyways Air Services Ltd (Main board) – Subscribed 71.25x ABH Healthcare Ltd (NSE SME) – Subscribed 1.44x Hy-Tech Engineers Ltd (Main board) – Subscribed 247.39x Madhur Knit Crafts Ltd (NSE SME) – Subscribed 1.41x Symbiotec Pharmalab Ltd (Main board) – Subscribed 75.08x *Commodities updates* Gold – Rs 154475/10gm, Silver – Rs 233975/kg, Brcrude – Rs 8145/barrel, Copper – Rs 1389.75/kg.
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Morning Alert.. *India to sustain 7% growth in FY27 despite global headwinds: FM Sitharaman* India is likely to sustain economic growth of 7 per cent or more in 2026-27 (FY27), continuing the pace recorded in the years since the Covid-19 pandemic, Finance Minister (FM) Nirmala Sitharaman said on Sunday. “Since then (Covid), we have been sustaining growth at 7 per cent or more. This year too our growth will be in that range,” Sitharaman said while addressing the Indian diaspora in Chicago, United States. India was likely to maintain its growth momentum despite geopolitical uncertainties and supply-chain disruptions following the US-Iran conflict and the closure of the Strait of Hormuz, the finance minister noted. “Continuously keeping in touch with global uncertainties as much as understanding India’s own requirements have kept us floating. Whereas many countries are completely disturbed, their calculations have gone haywire,” she said. The disruption in the Strait of Hormuz initially affected supplies of key commodities such as petroleum products, natural gas and fertilisers to India, but the country managed to reroute supplies, Sitharaman said. The government has also kept fertiliser prices unchanged for farmers through subsidies despite a sharp rise in international prices, she said. “The forthcoming season will also require fertilisers from November. We are adequately stocked.” *Global market action* Dow Jones – Down by 0.30% or 158.22 points FTSE – Flat CAC – Up by 0.97% or 81.31 points DAX – Up by 0.76% or 202.75 points Gift Nifty – Down by 0.32% or 78.00 points *FII/DII activities* FII – Sold 5039.80Cr worth of shares DII – Bought 5183.93Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 20.4x Nifty Bank – 13.6x *Stocks with high delivery percentage* GMR Airports Ltd – 86.3% Coal India Ltd – 79.4% Balkrishna Industries Ltd – 77.2% Kotak Mahindra Bank Ltd – 75.5% GAIL India Ltd – 75.4% *Primary market activities* IPOs opening today Purple Style Labs Ltd (Main board) – Issue size 680Cr Phychem Technologies Ltd (BSE SME) – Issue size 14.58Cr Shanti Inorganics Ltd (NSE SME) - Issue size 47.24Cr Ashutosh Fibre Ltd (NSE SME) - Issue size 56.35Cr Listing today Augment Enterprises Ltd (Main board) – Subscribed 77.99x *Commodities updates* Gold – Rs 156255/10gm, Silver – Rs 236700/kg, Brcrude – Rs 7988/barrel, Copper – Rs 1381.60/kg.
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Morning alert.. *Russia remains India's largest crude supplier in August: Kpler data* India’s imports of crude oil from Russia are expected to turn out to be around 2.1 million barrels per day (mbpd) in August, down sharply from the record levels of around 2.6 mbpd seen in July and June this year, the fresh data from maritime intelligence and research firm Kpler shows. Despite the decline in August, Russia remains India’s largest supplier, accounting for more than 40 per cent of the import. Russia is followed by the United Arab Emirates (UAE) at 611,000 barrels per day (or 611 kbpd), Saudi Arabia at 385 kbpd, Venezuela at 383 kbpd, Nigeria at 129 kbpd, and Brazil at 120 kbpd. “The decline does not reflect Indian appetite for Russian oil is weakening. It shows a combination of refinery maintenance, some normalisation after strong buying in recent months, lower Russian export availability, and increasing competition from China,” said Sumit Ritolia, senior manager (modelling), Kpler. In July too, Russia was followed by the UAE at 470 kbpd, Saudi Arabia at 390 kbpd, Venezuela at 218 kbpd, and Oman at 202 kbpd. *Global market action* Dow Jones – Up by 0.20% or 106.56 points FTSE – Down by 0.79% or 85.58 points CAC – Down by 1.71% or 142.52 points DAX – Up by 0.31% or 81.28 points Gift Nifty – Up by 0.21% or 52.00 points *FII/DII activities* FII – Sold 298.26Cr worth of shares DII – Bought 4977.17Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 20.4x Nifty Bank – 13.6x *Stocks with high delivery percentage* HDB financial services ltd - 89.5% UTI AMC Ltd - 86.8% Leela palace hotel and resorts ltd - 80.5% Cemindia projects ltd - 75.5% *Primary market activities* IPOs opening today Complete Sports and management India ltd (BSE SME) - Issue size 74.93Cr Paluck technologies ltd (BSE SME) - Issue size 31.35Cr Priority jewels ltd (Main board) - Issue size 91.5Cr ESDS software solutions ltd (Main board) - Issue size 720cr *Commodities updates* Gold - Rs 159050/10gm, Silver - Rs 240580/kg, Brcrude - Rs 8030/barrel, Copper - 1380.5/kg.
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The Nifty IPO Index has outperformed the broader market so far this year in 2026 with a rally of 18.44%. In contrast, the benchmark Nifty 50 has declined more than 7% year-to-date. Rahul Sharma, Head of Research at Equity99, attributed the rally to the index’s exposure to high-growth sectors such as specialised manufacturing, renewable energy, EVs and digital platforms, along with successful IPO listings, corporate expansion and capex, and strong SIP-driven domestic liquidity. “The Nifty IPO index heavily features companies operating in sectors like specialised manufacturing, renewable energy, EV & digital platforms which are current fast growing sectors rather than traditional defensive sectors,” Sharma said. He added that strong listing gains have attracted retail and momentum investors to newly listed stocks, while companies have used IPO proceeds to fund expansion and improve profitability https://www.inkl.com/glance/news/up-to-407-returns-12-recently-listed-stocks-turn-multibaggers-as-nifty-ipo-index-hits-52-week-high?first_login=true&section=personalized
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Morning Alert.. *RBI may tighten liquidity via iCRR before resorting to repo rate hike* The Reserve Bank of India (RBI) may tighten liquidity by imposing an incremental cash reserve ratio (iCRR), requiring banks to park a larger share of fresh deposits with the central bank, before resorting to a repo rate hike to make monetary transmission more effective in a tighter interest rate regime. The possibility of a policy repo rate hike has increased following the release of the Monetary Policy Committee’s (MPC’s) minutes, which were seen as hawkish. Economists now see October as a possibility, against earlier expectations of a rate action in the next financial year. The case for an incremental CRR comes amid rising surplus liquidity in the banking system. Core, or durable, liquidity is expected to increase further as government spending picks up ahead of the festival season. Overnight benchmark rates —weighted average call rate (WACR) for the triparty repo (Treps) rate —have already been trading below the repo rate despite the RBI conducting daily variable rate reverse repo (VRRR) auctions to absorb excess liquidity. VRRR auctions are aimed at draining transient liquidity. “We expect the MPC to start the rate hike cycle in December at the latest. We don’t rule out a rate hike in the October policy itself,” said A Prasanna, chief economist at ICICI Securities Primary Dealership. *Global market action* Dow Jones – Up by 0.34% or 179.35 points FTSE – Down by 0.07% or 8.04 points CAC – Up by 0.27% or 23.19 points DAX – Up by 0.08% or 19.82 points Gift Nifty – Down by 0.16% or 39.50 points *FII/DII activities* FII – Bought 502.63Cr worth of shares DII – Bought 6425.16Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 20.5x Nifty Bank – 13.7x *Stocks with high delivery percentage* HDB Financial Services Ltd – 91% IGIL – 87% Emami Ltd – 75.9% JSW Cement Ltd – 75.7% *Primary market activities* IPOs opening today Lumino Industries Ltd (Main board) – Issue size 700Cr Kwick Forensic Solutions Ltd (BSE SME) – Issue size 50.77Cr *Commodities updates* Gold – Rs 159004/10gm, Silver – Rs 238554/kg, Brcrude – Rs 7890/barrel, Copper – Rs 1381/kg.
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https://youtu.be/1cTPxDjXVAU?si=9yoiAtpXWOm_I10q Stock Picks from Rahul Sharma
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Morning alert.. *RBI net buys $561 million in June amid foreign inflows* The Reserve Bank of India (RBI) net bought $561 million in June, against a net sale of $6.10 billion in May. This was the RBI’s first net purchase since February, after it remained a net seller for three consecutive months amid forex market intervention during the West Asia crisis. It bought $30.89 billion and sold $30.33 billion during the month. The rupee appreciated 0.36 per cent against the dollar in June. The RBI and the government announced a series of measures in June to attract foreign capital. The RBI expanded the Fully Accessible Route (FAR) to include 15-year, 30-year and 40-year government securities, allowing foreign investors to invest in them without existing maturity restrictions. It also introduced a concessional foreign exchange swap facility for eligible external commercial borrowings and allowed banks to raise fresh three-to-five-year FCNR(B) deposits, with the RBI bearing the full hedging cost. Separately, the government exempted foreign portfolio investors from tax on interest income and capital gains arising from government securities, effective April 1, 2026. The move was aimed at improving post-tax returns and making Indian government bonds more attractive to overseas investors. The RBI’s gold holdings remained unchanged at 880.52 metric tonnes as of the week ended July 31. The outstanding net short dollar position in the forward market fell to $103.33 billion at the end of June from $106.67 billion a month earlier. Short positions with maturities of less than one year fell to $40.33 billion from $50.59 billion, while those with maturities of more than one year rose by $8 billion to $64.21 billion. *Global market action* Dow Jones – Down by 0.06% or 32.41 points FTSE – Up by 0.29% or 31.84 points CAC – Down by 0.16% or 13.81 points DAX – Up by 0.61% or 159.54 points Gift Nifty – Up by 0.30% or 74.50 points *FII/DII activities* FII – Bought 1593.53Cr worth of shares DII – Bought 230.26Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 20.6x Nifty Bank – 13.6x *Stocks with high delivery percentage* Vedant Fashion Ltd – 96.6% Shree Cement Ltd – 87.4% ZF Commercial Vehicle Control Systems India Ltd – 87.4% Emami Ltd – 81.7% Anupam Rasayan India Ltd – 80.9% *Primary market activities* Listing today Gaja Alternate Asset Management Ltd (Main board) – Subscribed 32.98x Mopshop Distribution Ltd (BSE SME) – Subscribed 1.64x Dhanwel Hybrid Seeds Ltd (BSE SME) – Subscribed 1.71x *Commodities updates* Gold – Rs 163029/10gm, Silver – Rs 244328/kg, Brcrude – Rs 7834/barrel, Copper – Rs 1388.85/kg.
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