Alert: Indian markets are struggling to react to positive macro cues like strong GDP growth and a softer RBI stance because fresh equity supply is flooding the system. With India crossing 100 IPOs this year and nearly Rs.2 lakh cr. of new equity hitting the market, plus heavy stake sales by PE firms and promoters, the total supply may cross Rs.6 lakh cr. This “unrelenting supply” is overwhelming demand and capping market upside.
– Friday night global cues were weak: Dow -246, Nasdaq -399, S&P -74, GIFT Nifty -110, indicating a gap-down opening in Indian markets on Monday.
As per market veteran, stock market is not a gamble but a mathematical and disciplined art of trading. There is no place for hope or greed. Patience and understanding guide every move. Charts speak, history repeats and both boom and recession are opportunities. Others see risk; he sees openings. He avoids excitement in booms and fear in recessions. Loss does not distract him, and rules are never broken. This is not a one-day game but a lifelong art. He is not a slave to the market but a wise player who wins with knowledge, discipline and patience.
As per astrology view, key turning dates are 16th, 19th, 24th, 26th, 30th and 31st December 2025. A fast-bullish trend may emerge in strong cash stocks anytime between 7-1-2026 and 16-2-2026.
Welspun Corp posted Q2 EPS up 53% to Rs.16.7 and H1 EPS up 48% to Rs.30, which may lead to FY26 EPS of Rs.68+ vs Rs.45.9. Order book Rs.23,500 cr ensures strong revenue. Share trades at a P/E of 12.2x vs peer 33x.
Trust Fintech posted 46% higher H1 EPS of Rs.1.9, which may lead to FY26 EPS of Rs.5 from Rs.3.4. Promoters increased stake; expansion and product upgrades planned at Nagpur. Share trades at forward P/E multiple 10.6x.
J Kumar Infra with Rs.20,160 cr. order book posted Q2 EPS of Rs.12 and H1 EPS of Rs.25.7, which may lead to FY26 EPS from Rs.57 vs Rs.51.7 in FY25. Share trades at a P/E 10x vs industry 37x.
Federal-Mogul Goetze (India) posted 29% higher Q2 EPS of Rs.8.9 and 25% higher H1 EPS of Rs.16.6, which may lead to FY26 EPS of Rs.36+ from Rs.29 in FY25. Share trades at a forward P/E of 13.9x vs industry 38x.
Northern Spirits posted 36% higher Q2FY26 PAT of Rs.7.59 cr. and H1FY26 PAT of Rs.14.97 cr. with EPS of Rs.9.33, which may lead to FY26 EPS of Rs.22–25;
Welspun Corp posted Q2 EPS up 53% to Rs.16.7 and H1 EPS up 48% to Rs.30, which may lead to FY26 EPS of Rs.68+ vs Rs.45.9. Order book Rs.23,500 cr ensures strong revenue. Share trades at a P/E of 12.2x vs peer 33x.
As per market veteran expects double-digit corporate earnings growth only in FY27. Interest rate cuts in 2026 likely smaller than 2025. Gold and silver may rise. Mid-caps may outperform. Avoid panic selling, leverage, high PE IPOs, or expensive SME stocks; focus on savings and long-term horizon.
For those of you who are serious about having more, doing more, giving more and being more, success is achievable with some understanding of what to do.
