- The power of saying “I don’t know” builds wealth as humble investors who accept uncertainty and focus on goals, asset allocation and saving discipline often outperform overconfident participants who rely on predictions.
- Gratitude builds wealth while panic destroys it; markets reward discipline, not FOMO and as per market veterans, calm and process-driven investors tend to compound wealth more consistently over cycles. ‘Markets don’t punish ignorance, they punish indiscipline’.
- As per market grapevine, mutual funds hold about Rs.3.5 lakh cr. in IT across 25 firms, led by 1) Infosys: 1.17 lakh cr. 2) TCS: 55,600 cr. 3) HCL Tech: 36,700 cr. 4) Tech Mahindra: 30,200 cr. 5) Persistent: 19,900 cr. 6) Coforge: 18,700 cr. 7) Mphasis: 14,400 cr. 8) Wipro: 11,380 cr. 9) LTIMindtree: 7200 cr. 10) Eclerx: 4300 cr. 11) Hexaware: 3600 cr. 12) Cyient: 3600 cr. 13) OFSS: 3500 cr. 14) KPIT Tech: 3350 cr. 15) Sonata Soft: 2200 cr. and any sustained weakness in IT could keep NAVs under pressure.
- Reliance Industries has secured a US licence for Venezuelan oil, a move seen as strategically positive for sourcing flexibility and refining economics.
- Hindustan Construction Co. secured a Rs.578 cr. railway order via a 65% JV and reported PAT of Rs.85.9 cr. in Q3 FY26 versus a loss last year, with margin at 15.2%; a strong Rs.53,820 cr. pipeline keeps the stock attractive near Rs.20 versus Rs.37 high.
