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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.
- Bitter truth – Popular stocks sharply corrected even at all-time index highs: RS Soft – 78%, Vakrangee – 78%, Ward wizard Inno – 78%, Dream Folks – 76%, Rajoo Eng – 76%, Vishnu Prakash – 76%, EKI Energy – 74%, Pal Drugs – 74%, Gujarat Tool Rooms – 74%, Blue Cloud – 70%, Fischer Medicals – 70%, Misthan Foods – 70%, Pakka – 70%, Waaree Tech – 70%, Mobikwik – 66%, Mercury EV – 66%, Jyoti Structures – 66%, PIGL – 65%, Patel Airtemp – 65%, Tejas Networks – 65%, Easy trip Planners – 62%, Epack Durables – 62%, Praj Industries – 62%, Cian Agro Ind – 60%, JP Associates – 60%, Kisan Mouldings – 60%, Ola Electric – 60%, Protean E Governance – 60%, Sterling Tools – 60%, Vedant Fashions – 60%, Cohance Life science – 56%, Oriental Rail – 56%, Quadrant Fut Tech – 56%, Sterling & Wilson – 56%, Tarson Products – 56%, EMS – 55%, Genesys Tech – 55%, Route Mob – 55%, Indotech Transformers – 54%, KNR Constructions – 54%, RMC Switch gears – 54%, Wendt – 54%, TARIL – 53%, Ion Exchange – 53%, Stallions Fluoro – 53%, DCX Systems – 52%, Denora Ind – 52%, First Cry – 52%, MIC Electronics – 52%, Rolex Rings – 52%, Likitha Infra – 51%, Raymonds Realty – 51%, Raymonds Life – 51%, Shakti Pumps – 51%, IGIL – 50%, Moropen Labs – 50%, Newgen Soft – 50%, Shree Ganesh Remedies – 50%, Trent -43%, TCS -30%, Infy -22% & many more. Most retail investors remain trapped. Market insights from Market Wizards (Jack Schwager): Discipline, not strategy, separates successful traders from others.
- Top Indian investors’ moves (Jul–Sep 2025): 1. Nemish Shah: Increased – Asahi India Glass, LMW; Reduced – Bannari Amman Sugars, Elgi Equipments, Vascon Engineers. 2. Vijay Kedia: Increased – Atul Auto, Mahindra Holidays, Neuland Labs; Reduced – Elecon, Siyaram Silk, Repro India. 3. Madhusudan Kela: Increased – Choice International, IRIS Business, Rashi Peripherals; Reduced – Bombay Dyeing, Nazara Tech, Windsor Machine. 4. Akash Bhansali: Increased – Amber Enterprises, Laurus Labs, Paytm; Reduced – Dilip Buildcon, Greenlam, Shilpa Medicare. 5. Rakesh Jhunjhunwala (RARE Enterprises): Increased – Tata Motors, Canara Bank, Fortis, Metro Brands; Reduced – CRISIL, Jubilant Pharmova, Titan. 6. Ashish Kacholia: Increased – Brand Concepts, Man Industries, Stove Kraft; Reduced – Agarwal Industrial, Fineotex, NIIT Learning. 7. Anil Goel: Increased – Kamat Hotels, L.G. Balakrishnan; Reduced – DCM, Magadh Sugar, Star Paper Mills. 8. Mukul Agrawal: Increased – Ajmera Realty, Neuland Labs, Protean EGov, Vikran Engineering; Reduced – LT Foods, MPS, PDS, Sula Vineyards. 9. Hemendra Kothari: Reduced – Alkyl Amines, EIH, Sonata Software. 10. Ashish Dhawan: Increased – AGI Greenpac, M&M Financial, Northern Arc; Reduced – Dish TV, Equitas Small Finance, Glenmark Pharma.
- As per market veteran, ignore punter-driven, operator-driven, pump-and-dump, very high PE, or huge loss-making stocks. They may give quick returns short-term but fail long-term. You can’t control human behaviour—fear, greed, hype—but you can control your discipline. Focus on strong, long-term companies. A stock struggling today may recover tomorrow; stay consistent. Speed fools, discipline builds.
- Nifty, Sensex & BankNifty at lifetime highs, yet many mid, small and micro caps remain down 30–80% from peaks. Correction began sharply in late October as liquidity shifted to IPOs, large caps, and newly listed shares. Low volumes exaggerate declines. History repeats: 2018–2020 small caps fell 40–80% but rallied strongly 2020–2023 once liquidity returned. Many beaten-down stocks now trade at attractive valuations and oversold zones. Growth visibility remains strong. Stay invested and disciplined; strong pullback likely in selected mid-small caps before/after the budget, especially those with solid H1 results and optimistic H2 outlook.
- India PM Narendra Modi says the Government plans to open the nuclear sector for private participation—a big positive for HCC. HCC board also approved fund raising via rights issue up to Rs.1000 cr. Keep on radar.
