Money Times Talk (MTTs) – 10/11/25

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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 10th, 12th, 14th, 17th & 20th November 2025.
  • As per market grapevine, the Bihar election is more than a state contest — its outcome could ripple to the Centre. If NDA loses, political uncertainty may rise with Nitish Kumar’s stance unpredictable and possible external influences at play. However, if NDA forms the government, a sharp bull phase in select cash stocks may follow. Voting on 6th & 11th November; results on 14th November; exit polls on 11th evening.
  • As per market grapevine, the US economy stays resilient with strong earnings and consumption trends. Global investors remain underweight on India, wary of IT sector lagging in AI. Indian IT firms must reinvent and adopt AI to regain FII confidence. FII flows hinge on earnings momentum. Meanwhile, India’s data centre segment is emerging as a high-growth opportunity amid global trade shifts.
  • Charlie Munger’s timeless wisdom: “Success isn’t about brilliance but avoiding stupidity. Stay patient, stay rational, and think long term. Temperament beats IQ; consistency beats enthusiasm. Discipline, over decades, is what builds enduring wealth.”
  • In 2017, India’s largest small-cap was valued at Rs.8,500 cr.; today it’s Rs.32,274 cr. — a 3.5x rise in eight years. The smallest midcap now stands at Rs.32,482 cr., up from Rs.29,000 cr. earlier. Companies above Rs.5,000 cr. market cap jumped from 112 to 693, with the 500th firm now worth Rs.10,900 cr. (USD 1bn+). This marks India’s economic depth and entrepreneurial rise, but with it comes the need for sharper stock selection — spotting true compounders while avoiding traps — as the Rs5,000 cr. club keeps expanding.

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