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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.
Caution: For private circulation only.Please note that Money Times is for circulation among paid subscribers only. Any attempt to share your access to our website or forwarding your copy to a non-subscriber will disqualify your membership and we will be compelled to stop your supply and forfeit your subscription thereafter without any refund to you.
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, key turning dates are 24th, 26th, 30th and 31st December 2025. Investors remain frustrated as cash stocks continue to fall but a fast-bullish phase in strong cash stocks may emerge anytime between 7-1-2026 and 16-2-2026.
- The darker side of the market: many fundamentally strong stocks are sharply off their highs — REC Rs.332 vs ATH Rs.654, IRFC Rs.109 vs Rs.229, Trent Rs.4,013 vs Rs.8,345, IREDA Rs.131 vs Rs.310, IEX Rs.136 vs Rs.302, PFC Rs.335 vs Rs.544, IRCTC Rs.664 vs Rs.1,235 and others. Despite strong indices, heavy selling across cash stocks persists. As per market grapevine, HNIs and retail investors have shifted funds from equities and mutual funds to gold and silver over the last three months.
- Alert: Rising supply through IPOs, blocks and promoter exits is hurting cash stocks. Big players and funds remain focused on IPOs and bulk deals, leaving secondary markets weak. Broader indices signal stress while headline indices appear managed. As per market grapevine, this has demoralised investors, though as per astro view, strong cash stocks may see a sharp bullish phase between 7-1-2026 and 16-2-2026.
- Even ace investors faced portfolio drawdowns in 2025. Vijay Kedia saw his portfolio fall 37% to Rs.1,192 cr., Porinju Veliyath declined 31% to Rs.204 cr., Ashish Dhawan fell 17% to Rs.2,766 cr., Sunil Singhania dropped 14% to Rs.2,554 cr., Ashish Kacholia declined 14% to Rs.2,713 cr., Akash Bhanshali fell 11% to Rs.6,284 cr., Dolly Khanna slipped 5% to Rs.433 cr., and Mukul Agrawal eased 2% to Rs.7,093 cr. Portfolios that remained in the green include Rekha Jhunjhunwala up 2% to Rs.41,379 cr., Radhakishan Damani up 5% to Rs.1,72,854 cr., Madhusudan Kela up 10% to Rs.2,532 cr., and Nemish S Shah up a sharp 47% to Rs.3,219 cr., underscoring that even seasoned investors are not immune to market cycles.Top of FormBottom of Form
- How to detect IPO window-dressing – Checklist: a) Last 2-year profit growth unusually high after years of slow growth. b) Sudden margin jump versus peers. c) Other income forming over 10–15% of profit. d) Receivables or inventories rising faster than revenue. e) Unusually high related-party transactions. f) Borrowings sharply reduced only in the last 6–12 months. g) Capex suddenly halted. h) Cash flows weaker than reported profits. If 3–4 red flags appear, the probability of window-dressing is high. As per market grapevine, investors must check carefully before applying, as many recent IPOs are priced at very high valuations. SEBI verifies disclosures, not business quality.
