- As per market veteran, a wait-and-watch stance till March-end looks prudent amid muted Q3 earnings. Stay light and focus only on select growth-oriented, dividend-paying names with strong 9MFY26 performance and optimistic Q4FY26 outlook. In tough phases, capital protection matters more than aggressive returns.
- ETF Picks: Goldbees (Gold), Silverbees (Silver), Modefence (Defence), ITBees (IT), Autobees (Auto), Niftybees (Nifty), Juniorbees (PSU Banks), HDFCMID150 (Midcap), Bankbees (Banks), HDFCSML250 (Smallcap), Pharmabees (Pharma), HangSengbees (China), Infrabees (Infra).
- IPO Reality Check: Many once-hyped IPOs now trade sharply below peaks, highlighting that oversubscription does not equal undervaluation and grey market buzz rarely ensures long-term wealth. The cycle shows boom-time fundraising often benefits promoters and intermediaries more than retail investors. Today, the most of them are trading at much below from IPOs rete: Ganesh Consumer Prod. -41.1%, Jaro Institute -50.0%, Solarworld Energy -39.9%, Seshaasai Technologies -40.9%, VMS TMT -48.6%, Gem Aromatics -39.8%, Patel Retail -26.4%, Vikram Solar -33.8%, Regaal Resources -40.6%, Bluestone Jewellery -19.1%, JSW Cement -15.6%, Ellenbarrie Ind. Gases -36.4%, Oswal Pumps -41.9%, Indo Farm Equipment -31.8%, Dam Capital -40.4%, Concord Enviro -50.9%, International Gemmological -20.7%, One Mobikwik -22.5%, NTPC Green Energy -17.0%, ACME Solar Holdings -20.1%, Afcons Infrastructure -30.1%, Godavari Biorefineries -20.2%, Orkla India -24.9%. Key takeaway for investors — avoid chasing hype, focus on fundamentals, and let data drive decisions.
- Dark side of IPO: 🔻 Ola Electric 80% down, 🔻 Bajaj Housing Finance 53% down, 🔻 Urbanco 40% down, 🔻 FirstCry 68% down, 🔻 Stanley 55% down, 🔻 PhysicsWallah, 37% down, 🔻 Swiggy 46% down, 🔻 Meesho 40% down.
- IPO euphoria → reality check: Many “fancy” IPOs heavily oversubscribed earlier now trade below issue price. Ganesh Consumer Prod. 41.1% down, Jaro Institute 50.0% down, Solarworld Energy 39.9% down, Seshaasai Technologies 40.9% down, VMS TMT 48.6% down, Gem Aromatics 39.8% down, Patel Retail 26.4% down, Vikram Solar 33.8% down, Regaal Resources 40.6% down, Bluestone Jewellery 19.1% down, JSW Cement 15.6% down, Ellenbarrie Ind. Gases 36.4% down, Oswal Pumps 41.9% down, Indo Farm Equipment 31.8% down, Dam Capital 40.4% down, Concord Enviro 50.9% down, International Gemmological 20.7% down, One Mobikwik 22.5% down, NTPC Green Energy 17.0% down, ACME Solar Holdings 20.1% down, Afcons Infrastructure 30.1% down, Godavari Biorefineries 20.2% down, Orkla India 24.9% down. Message: Oversubscription ≠ undervaluation, Narrative ≠ earnings quality, GMP ≠ long-term wealth. Lesson:Do not chase fancy IPOs., Do not chase oversubscription., Let fundamentals lead.
