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October 06, 2025
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- As per astrology view, some important turning dates are 6th, 10th, 13th & 17th October 2025.
- Stay alert – stay cautious. Tata Capital’s IPO priced at Rs.310–326 shocked pre-IPO investors who entered at Rs.1000–1125 in April, facing steep losses. Sentiment remains weak for other pre-IPOs like NSE, Groww, and NSDL.
- The 80/50 Rule: Why Most People Miss This Wealth Shortcut: A powerful and proven signal for commodity investors — the gold-to-silver ratio has guided wealth shifts for decades. When this ratio crosses 80, silver signals opportunity; when it falls below 50, gold takes the lead. What is the gold-silver ratio? It measures how many ounces of silver are needed to buy one ounce of gold. Currently, the ratio stands at 85, within a historical range of 15–125. Why the 80/50 rule matters: Above 80 → Silver is undervalued, Below 50 → Gold is undervalued, Switching between them at these points has historically multiplied holdings up to 4.9x since 1985. Historical signals: 2008: Ratio hit 84 → Silver surged 400% in 3 years, 2020: Ratio peaked at 125 → Silver doubled within months, 2025: Ratio again near 85 → Silver may be preparing its next move. Use the ratio as a rebalancing compass, not a crystal ball — fewer trades, smarter timing, and stronger compounding. The 80/50 Rule remains historical math, not hype, offering investors a disciplined way to act via ETFs or mutual funds, avoiding the hassles of physical holdings.
- Gold and silver are hitting new highs. As per market grapevine, heavy fund flows have shifted from equities to bullion in the past 45 days due to fears of corporate debt defaults in the US and Brazil.
- As per market veteran, America’s economy is under severe strain with debt at 200% of GDP and rising interest burdens. With tariffs on India and others, global geopolitics are turning tense. This may push more overseas investors towards India as a safer long-term destination.
- Mafatlal Industries Q1FY26 PAT rose 96% QoQ to Rs.45.56 cr. The promoters hold 69.53%. Debt reduced, 5-year PAT CAGR 46.4%. Monopoly in uniforms for govt & corporates, Rs.1,000 cr. order book. Share trades at a PE of 8.5x, CMP Rs.141 v/s 52-week high Rs.221 – attractive risk-reward..
- Jyoti Ltd. Q1FY26 PAT rose 132% to Rs.6.02 cr. Switchgear division secured Rs.6.45 cr. order from Indian Oil. 5-year PAT CAGR 26.1%. Sold only in India, CMP Rs.91 v/s life high Rs.208 – strong risk-reward.
- I'm wrong on my trades just as often as I'm right. My long-term success is due to three things: 1) Changing positions when wrong. 2) Never staying wrong long. 3) Avoiding big errors despite frequent small mistakes.
- Upcoming Q2 Earnings: 9th Oct: Elecon Engg., GM Breweries, Tata Elxsi, TCS, 13th Oct: Anandrathi, HCL Tech, 14th Oct: ICICI General, ICICI Pru., Persistent Systems, Tech Mahindra, 15th Oct: Amal, Angel One, HDB Financial, HDFC AMC, HDFC Life, 16th Oct: Cyient, Infosys, LTIM, Nestle, 17th Oct: Atul Ltd., 17th Oct: JSW Steel, LTTS, 18th Oct: HDFC Bank, ICICI Bank, IDFC First Bank, SML Isuzu, 23rd Oct: Ultratech, 24th Oct: Coforge, Dr Reddy, 27th Oct: Bata, 28th Oct: M&M Fin, Shree Cem, 29th Oct: UBL, 30th Oct: Cipla, Dabur, Exide, Mphasis.
- Vande Bharat Mega Project: 800 trains by 2030 to boost railway network, benefiting multiple listed companies. Stocks to watch: BEML, Frontier Springs, Gabriel India, Integra Engineering, Titagarh Rail Systems, Hitachi Energy India, TARIL, Jupiter Wagons, Ramkrishna Forgings, RVNL, RailTel, HBL Engineering, Kernex Microsystems, KEC International, Oriental Rail Infrastructure, Transrail Lighting.
