- LIC Investments: LIC was an investor in Satyam, DHFL, IL&FS, Vakrangee, Yes Bank, Sintex Industries, Jaypee Infratech, Amtek Auto and Alok Industries. LIC also had exposure to Reliance Capital and Reliance Home Finance. Currently, LIC remains invested in Rajesh Exports. As per market grapevine, LIC and several mutual funds are repeating mistakes often seen among retail investors. Many investors now believe retail participants are taking more practical decisions than large institutional fund managers and their research teams.
- As per market grapevine, Indian retail investors are called the market’s “shock absorbers” whenever FIIs dump shares, but when tax relief discussions arise, the priority again shifts towards FIIs. Retail investors continue buying every dip while paying STT, LTCG, brokerage and other charges, whereas FFIs enjoy several benefits. If retail investors stop investing aggressively in equities and mutual funds like FIIs are currently selling, the Government may eventually consider relief measures for domestic investors.
- Big alert: Bitcoin, gold, silver, Dow, copper, Gift Nifty and Nasdaq all corrected sharply together on Friday night, indicating rising global risk-off sentiment. Bitcoin slipped over 6% below the $60,000 mark for the first time since October 2024. Such simultaneous weakness across asset classes is unusual and may indicate deeper concerns among global institutional investors.
- As per market grapevine, stocks to watch include Aries Agro, AVT Natural, Fluidomat, Haldyn Glass, IOLCP, Jenburkt Pharma, Jumbo Bag, Metroglobal, BSE SME Rajesh Power, NSE SME KLL, POEL, Univastu, VRL, Va Tech Wabag, Vodafone Idea and Yes Bank. Don’t focus on Sensex & Nifty as both may decline further. Focus only on selected mid- and small-caps available at attractive valuations along with strong dividend yield.
- Astro junction: According to astrological predictions, challenging days may continue till 23rd June 2026 with chances of aggressive conflict globally. FIIs may continue aggressive selling in the coming days. Trade and invest cautiously. Too many SIPs may stop and redemption pressure could rise till 16th August 2026. Inflation may rise sharply in the coming months. As per astro view, FFIs selling may continue till December 2026, while FED & RBI may also raise interest rates over the next 10 months. Investment sentiment towards equities and equity mutual funds may weaken, while debt funds and bank FDs could attract higher inflows.
- RBI cuts FY27 GDP growth forecast to 6.6% from 6.9% amid the West Asia conflict. RBI Governor stated that the global economy is facing heightened uncertainty and increased market volatility, though India remains confident of withstanding shocks with minimum pain. Spillover impact from the West Asia crisis may continue affecting the economy.
- Rupee collapse: Feb 2026 – Rupee was around 87/USD before the Iran war. Mar 4 – Rupee hit 92 for the first time. Mar 16 – crossed 92.45 amid Rs.8 bn FII outflows in March. Mar 19 – crossed 93 as crude surged to $105-111/barrel. Apr 1 – slipped to 93.5 with record FII outflows of $12 bn in March. May 11 – touched 95.31 as Sensex crashed 1,313 pts. in a single day. May 19 – hit 96.20, a fresh all-time low. May 20 – slipped further to 96.89 and intraday low of 96.96. Rupee weakened nearly 6% in around three months, marking one of the sharpest depreciations in a decade. As per market grapevine, FII selling may continue till the rupee stabilises.
