Endi mavjud! Telegram Tadqiqoti 2025 — yilning asosiy insaytlari 
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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As I mentioned earlier, FIIs are not very active due to the Christmas holidays. As a result, the market is largely moving sideways, with very limited stock-specific action. You can clearly see this in the Nifty and Midcap indices, both of which have remained completely range-bound over the last 10 days. This situation is likely to continue until the first week of January 2026.
We need to closely observe how FIIs react once they return from vacation, especially since they have continued selling even during the holiday period.
Commodities are in a bull run in 2025, and I expect good-quality stocks from emerging sectors to enter a bull phase in 2026 once FIIs resume active buying. Commodities are cyclical in nature; after a bull run, they often move sideways for several years. Therefore, timing is extremely important if one wants to benefit from a commodity cycle. While it is possible to identify potential multibagger stocks based on fundamentals and future growth, predicting commodity prices is far more difficult, as they depend heavily on the global economy and worldwide supply-demand dynamics.
I had consistently stated that the market would remain in a bear phase throughout 2025, and this has turned out to be accurate. Over the last month, I have repeatedly highlighted that there would be no major movement in the market until Q3 results are announced.
The year 2026 is likely to be a stock-picking market, where only selective sectors and stocks will participate in the rally rather than the broader market.
Ahead of the Union Budget, railway sector stocks are once again witnessing a rally. This pattern has been observed before every budget over the last two years, followed by profit booking or a sharp correction just before the budget announcement.
One of the emerging sectors to watch is the rare earth minerals space. The government is expected to push this sector in the upcoming budget due to supply restrictions from China.
The upcoming Q3 results and the Union Budget 2026 will provide clearer direction on which new sectors may participate in the next bull run.
Government expenditure across various sectors will play a crucial role in determining future market leadership.
However, before the budget, certain sectors may rally based on news and rumours, which is a common occurrence. Such moves can often turn into pump-and-dump activities if the news later proves to be false. It is a well-known practice to circulate rumours about government initiatives, push select stocks higher, and then exit positions just before the budget.
2025 was the year of a commodities bull run, while 2026 is expected to be a bull run for the Indian stock market.I knew that commodities tend to outperform when the Federal Reserve starts cutting interest rates, the dollar is depreciating, and the Fed continues money printing. However, commodities are cyclical in nature, and it is important to know when a commodity cycle is nearing its end. This cycle usually ends when the supply–demand gap widens.
Having a clear entry and exit strategy is crucial; otherwise, investors can get trapped in the cycle for a long period. Commodity cycles are not driven by company fundamentals but are purely based on supply and demand dynamics, which makes it difficult to predict exactly when the cycle will end. Everything depends on the global supply–demand scenario.
In contrast, stock market rallies can be better understood through company fundamentals and growth prospects, whereas commodities are entirely dependent on supply and demand.
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• 🛠️ Scope: Supply, installation & commissioning of Loco Wireless Control System.
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Mining sector stocks are showing strength in weak market with buying interest seen across key names:
1. Ashapura Minechem –
2. Sandur Manganese & Iron Ores –
3. GMDC (Gujarat Mineral Development Corporation) –
4. Hindustan Copper –
" Quality Power" multibagger stock showing a strong recovery. It had corrected earlier without any apparent reason🚀🚀
" Stallion india " Diwali muhurat stock hit 5% upper circuit..🚀🚀
As FIIs are not very active, the market is likely to remain sideways. Selective buying by DIIs is continuing, mainly to keep the index supported. The first week of January will be important to understand the FIIs’ stance when they return from vacation.
The Indian Budget is scheduled for February 26. In the meantime, we may see pump-and-dump activity in railway and defence sector stocks. This has happened before every budget cycle—these sectors are usually pumped ahead of the budget and then sold off just before it. We have seen this pattern repeatedly in the past, and there is no certainty about how long this pump-and-dump phase will continue.
" Knowledge Marine" a new sector and a new theme in marine infrastructure, poised to deliver multibagger returns.🚀
" Belrise Industries" Strong momentum after breakout..🚀🚀
Retail investor outflows in 2025 highest in 6 years - Market News | The Financial Express https://share.google/PISBH441AreJrxpa2
Ping me @devendra2006 for any queries..
At the beginning of this month, I clearly stated that FIIs would continue selling throughout the month. Except for one or two days, they have been net sellers on most days. When FIIs return from vacation next month, we will get clarity on their outlook. If FIIs start selling aggressively again, we may see another round of panic selling from retail investors who are already frustrated by this prolonged bear phase. Frustration usually increases when the index trades near all-time highs while individual portfolios continue to underperform. This is completely normal during a bear phase.
We had already mentioned more than a year ago that a painful bear phase can last longer than one year and that FIIs would not return until market valuations become reasonable. However, many retail investors were misled on social media by so-called experts who claimed that the market was underperforming only because of Trump-related factors, and that otherwise the market would have entered a bull run. This clearly shows that if you do not understand what a bear phase is, how it behaves, and what precautions and actions are required before and during a bear phase, you may end up making wrong decisions and suffering heavy losses by the end of it.
As I mentioned last week, during this period the market is expected to remain sideways. Once FIIs return in the first week of January 2026, we will gain clarity on their direction. Until Q3 results are announced, do not expect any major movement in the market.
My prediction about the 2025 bear phase has come true. Throughout this year, the market has remained in a bear phase.
The next 2–3 months are very important, as this period may lay the foundation for the next rally. Please understand that this bear phase will decide whether you can create wealth in the next bull run or not. How you construct your portfolio, allocate your capital, and select stocks during this phase will determine your future returns. Holding quality stocks with patience and conviction is the key.
In a bear market, strong portfolios are built, while in a bull market, wealth is created. Investors who follow this discipline can generate long-term wealth from the stock market.
While traders often make profits in bull phases and incur losses in bear phases.
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The Midcap index has failed to cross its all-time high for the past two months. Each time the index approaches the all-time high, it faces rejection. This clearly indicates that without FII buying, the index cannot break new highs. DII buying alone is not sufficient to push the market beyond its all-time high.
Even after a monthly SIP inflow of around ₹29,000 crore, DIIs are struggling to take the index to new highs, which highlights how difficult it is to sustain a bull run without FII participation. In the future, even if SIP inflows increase to ₹40,000 crore, the market may continue to underperform during a bear phase if FII selling persists.
Therefore, investors should prepare themselves for the next bear phase, which could be even more painful. Only our channel provides timely insights on upcoming bull and bear phases. Without proper data analysis and a sound understanding of macroeconomic factors, it is impossible to accurately identify market cycles.
" Knowledge Marine" belongs to the marine infrastructure sector and it is expected to deliver multibagger returns while continuing to outperform the market.🚀🚀
" Laurus lab " has given breakout after long consolidation..🚀🚀
" Belrise Industries" has given breakout after long consolidation🚀🚀
Mining sector stocks are trading higher today, with buying interest seen across key names:
1. Ashapura Minechem –
2. Sandur Manganese & Iron Ores –
3. GMDC (Gujarat Mineral Development Corporation) –
4. Hindustan Copper –
